Excel Agility: Custom Views

On Demand Webinar

Webinar Details $219

  • Rated:
  • Webinar Length: 100 Minutes
  • Guest Speaker:   David Ringstrom
  • Topic:   Business Administration, Business Skills, Software
  • Credit:   ATAAA 1.5, ATATX 1.5, ATAOP 1.5, CPE 2.0
All Access Membership
Custom Views is an often-overlooked, valuable Excel feature that can help automate your work as well as improve the integrity of your spreadsheets. In this course, Excel expert David Ringstrom, CPA, 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 the presentation, you’ll be empowered to use Excel far more effectively. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.  

Who Would Be Interested in This Course:

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


Your Benefits of Attending:  

  • 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 Watch Window feature to monitor and navigate to key worksheet cells.
  • Identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.
  • Recall how to freeze or unfreeze worksheet panes.


Level:

Intermediate

Format:

Self-Study

Instructional Method:

On-Demand Webcast

NASBA Field of Study:

Computer Software & Applications (2 hours)

Program Prerequisites:

Experience with Excel Spreadsheets

Advance Preparation:

None


  1. Introduction

  2. Excel Versions 00:00:38

  3. Overview of Excel’s Custome Views Feature 00:01:17

  4. Group Worksheets 00:04:08

  5. Hide and Unhide Worksheets 00:08:40

  6. Unhide All Worksheets in a Workbook 00:11:25

  7. All Worksheets Custome View 00:17:48

  8. Creating a Custom View to Hide Worksheets 00:20:30

  9. Utilizing a Custom View 00:22:11

  10. Protect the Workbook 00:25:45

  11. Streamlining Custom Views 00:33:11

  12. Updating Custom View Settings 00:37:42

  13. Custom Views - Multipurpose Worksheets 00:40:20

  14. Custom Views - Multipurpose Worksheets (cont.) 00:44:05

  15. Zoom to Selection 00:48:48

  16. Zoom Features 00:50:49

  17. Custom Views and Protected Worksheets 00:53:24

  18. Filtering Data 00:57:32

  19. Filtering Data with Custom Views 01:01:14

  20. Filtering Data with Custom Views (cont.) 01:03:53

  21. Tables Conflict with Custom Views 01:06:58

  22. Undoing the Table Feature 01:11:47

  23. Creating a Custom View to Print Worksheets 01:13:47

  24. Creating a Custom View to Print Worksheets (cont.) 01:16:23

  25. Creating a Custom View to Print Worksheets (cont.) 01:17:37

  26. Creating a Custom View to Print Worksheets (cont.) 01:18:49

  27. Custom Views to Resize Excel 01:19:55

  28. Custom Views to Manage Excel Features 01:23:48

  29. Manage Frozen Panes with Custom Views 01:27:00

  30. Capture Cell Selection with Custom Views 01:29:57

  31. Shared Workbooks/Custom Views 01:33:16

  32. Removing all Custom Views from a Workbook 01:36:38

  33. Conclusion 01:40:21

  • Custom Views 00:01:20, 00:03:33, 00:17:53
  • Filter 00:57:41
  • Freeze Panes 01:27:12
  • Group Worksheets 00:04:08
  • Landscape View 01:16:06
  • Portrait View 01:16:32
  • Protect Sheet Command 00:53:43
  • Quick Access Toolbar 00:33:27
  • Table Feature 01:07:07
  • Visual Basic Editor 00:12:12, 01:38:14
  • Workbook 00:11:25

Custom Views: This feature stores a snapshot of the hidden/visible status of columns, rows, and worksheets, along with print settings and filter settings.

Filter: The Filter feature in Excel allows you to show or hide rows within a list of data by making selections from drop-down lists. The Filter feature is available on the Data tab of all versions of Excel as well under the Sort & Filter command on the Home menu.

Freeze Panes: This command on the View tab of Excel’s ribbon interface, or the Window menu in Excel 2003 and earlier, allows you to ensure that one or more rows and/or columns always remain on-screen as you scroll down through a worksheet.

Group Worksheets : To group two or more worksheets, hold down the Shift key to select a range of sheets or the Ctrl key to select individual sheets. When sheets are grouped, any changes are made simultaneously on any other worksheets presently included in the group.

Landscape View: Portrait and Landscape are the terms used for the orientation of the page in applications that deal with pages, such as Word and Excel. A page with a landscape orientation is wider than it is tall.

Portrait View: Portrait and Landscape are the terms used for the orientation of the page in applications that deal with pages, such as Word and Excel. Portrait means that the page has the shorter sides at top and bottom.

Protect Sheet Command: To prevent other users from accidentally or deliberately changing, moving, or deleting data in a worksheet, you can lock the cells on your Excel worksheet and then protect the sheet with a password.

Quick Access Toolbar: A customizable shortcut toolbar that appears above the ribbon in Office 2007 and later.

Table Feature : The Table feature in Excel 2007 and later is an improvement on the List feature in Excel 2003 and earlier. The Table feature provides enhancements that make it much easier to analyze lists of data.

Visual Basic Editor : Excel’s development interface that can be used to edit and create macros, user forms, class modules, custom worksheet functions, and other enhancements to Excel’s functionality. The programming interface for Microsoft Excel that can be accessed by way of the Visual Basic command on Excel’s Developer tab or by pressing Alt-F11.

Workbook: In Microsoft Excel a workbook is a collection of one or more spreadsheets, also called worksheets, in a single file.


Guest Speaker

  • David H. Ringstrom, CPA

ATAAA Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

CPE Credit

Continuing Professional Education

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or training@auroratrainingadvantage.com.

You must answer all questions during the webinar, view the recording completely and pass the test at the end with 70% correct answers to receive CPE credit.