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Astute Excel: Custom Views
Presented by David H. Ringstrom, CPA
Step by step, Excel expert David Ringstrom, CPA, shows you many ways of automating your work via Custom Views—an often-overlooked feature in Excel. David demonstrates how to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on demand, store multiple print ranges/settings for a given worksheet, gain control over long lists of data by filtering instead of sorting, and more. After this course, you’ll be empowered to use Excel far more effectively.
Topics Covered:
- Overviewing Excel’s Custom Views feature and the types of settings that can be managed in this fashion.
- Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
- Using Excel’s Custom Views feature to make a single set of data serve multiple purposes.
- Turning screen elements—such as scroll bars, gridlines, worksheet tabs, and more—on or off by way of Custom Views.
- Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
- Freezing or unfreezing worksheet panes on demand with a custom view.
- Gaining control of long lists of data by filtering instead of sorting.
- Setting a print range that includes multiple noncontiguous areas of a worksheet.
- Making the same edits on multiple worksheets at once by grouping worksheets.
- Using Custom Views to remember frequently selected cell ranges or cursor positions.
- Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
- Protecting hidden sheets from within a workbook.
Learning Objectives:
- Apply the Custom Views feature to make a single set of data serve multiple purposes.
- Recall how to make the same edits on multiple worksheets at once.
- Identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.
