Mastering Excel's Custom Views Feature (Completed)

Date: Wednesday, March 22, 2017
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Custom Views is one of the most overlooked features in Excel. In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of Custom Views. You’ll learn how to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on demand without repositioning your cursor, and how to store multiple print ranges/settings for a given worksheet.

Custom Views enables users to apply multiple filter settings at the same time, turn screen elements off or on, make a single set of data serve multiple purposes, compile long lists of data by filtering vs. sorting, and more.

You’ll have the knowledge you need in order to use Excel far more effectively after attending this presentation.

David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Should Attend
Practitioners seeking to improve the efficiency and integrity of their large Excel workbooks using the Custom Views feature.

Topics Covered

  • Apply different filter settings with just a couple of mouse clicks using the Custom Views feature
  • Employ tricks that make printing information from large workbooks or worksheets easier
  • Freeze or unfreeze worksheet panes on demand with a custom view
  • Get an overview of Excel's Custom Views feature and the types of settings that can be managed in this fashion
  • In Excel 2013 and later, use Custom Views to instantly resize the application window for a given workbook
  • Replace an existing custom view with new settings
  • Use a single line of programming code to unhide all worksheets within a workbook
  • Learn the power—and the risks—of grouping worksheets
  • Learn which features, such as Custom Views, you can't use when one or more tables exist in a workbook
  • See how to use a single line of programming code to remove all custom views from a given workbook
  • Switch between Custom Views by way of a hidden drop-down list you can enable on Excel's Quick Access Toolbar
  • Turn screen elements—such as scroll bars, gridlines, worksheet tabs, and more—on or off by way of Custom Views
  • Understand how shared workbooks automatically create a custom view for each user.
  • Use Custom Views to remember frequently selected cell ranges or cursor positions
  • Use Custom Views to toggle a trial balance between a working trial balance view and a journal entry view
  • Use Excel's Custom Views feature to hide and unhide multiple worksheets with ease
  • Use Excel's Custom Views feature to make a single set of data serve multiple purposes
  • Wrangle long lists of data by filtering instead of sorting

Learning Objectives

  • Recognize and apply the Zoom to Selection feature to make areas of a worksheet exactly fit on screen
  • Identify how to use Custom Views to manage the hidden/visible status of columns and rows
  • Identify the commonly used feature in Excel that disables Excel's Custom Views feature in the Windows-based versions of Excel


Live webcast

Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites

Advance Preparation

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