myCPE
myCPE

Excel Accountant: Member Exclusive Custom Views 1 Credit

Excel Accountant: Member Exclusive Custom Views 1 Credit

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Computer Software and Applications

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To apply the Custom Views feature to make a single set of data serve multiple purposes.
  • To recall how to make the same edits on multiple worksheets at once.
  • To identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.

Course Overview

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. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

In this Online CPE Excel webinar, you will learn 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. 

This Online CPE Excel Course covers the following Key Topics: 

  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Creating custom views that will enable you to display all worksheets in a workbook at once as well as hide/display selected worksheets.
  • Gaining control of long lists of data by filtering instead of sorting.
  • Learning how to replace an existing custom view with new settings.
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook.
  • Protecting hidden sheets from within a workbook.
  • Streamlining Custom Views by adding a drop-down list to Excel's Quick Access Toolbar.
  • Understanding the limitations and frustrations of manually hiding and unhiding worksheets within a workbook.
  • Using the Custom Views feature to remember frequently selected cell ranges or cursor positions.

Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Ratings and Review

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

DH

David Hardy, CFE

The instructor's courses over great time saving tips for those who have to look at lots of data in different ways.

CT

Cathy Tran, CPA Student

This was super helpful to learn a new Excel tool. The instructor did a great job demonstrating examples as well.

Recommended Courses

Excel for Mac - Speed Tips

Dec 12, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Automating Financial Reporting in EXCEL (Part 2)

Dec 12, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Detox: Escape 2-Hour Data Entry Habits in Just 2 Minutes!

Dec 12, 11:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Accountant: Dashboards In-Depth

Dec 13, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Detox: Escape 3-Hour Update Time in Just 3 Minutes!

Dec 13, 10:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Automating Financial Reporting in EXCEL (Part 3)

Dec 13, 11:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • CGMA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Kristi purchased a subscription.
Subscribed
Lyn purchased a subscription.
Subscribed
Joannie purchased a subscription.
Subscribed
sohail purchased a subscription.
Subscribed
Andrea purchased a subscription.
Subscribed
Dixie purchased a subscription.
Subscribed
Pamala King purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Christiane purchased a subscription.
Subscribed
Nikita purchased a subscription.
Subscribed
Alma purchased a subscription.
Subscribed
Rodney purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
Khushbu purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Alamanda purchased a subscription.
Subscribed
Jamee purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Maria Virgilia purchased a subscription.
Subscribed
Deborah purchased a subscription.
Subscribed
Carolyn purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
robert purchased a subscription.
Subscribed
Sandy purchased a subscription.
Subscribed
YELENA purchased a subscription.
Subscribed
Tammy purchased a subscription.
Subscribed
Shanna purchased a subscription.
Subscribed
Chintak purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
Lucia Sullivan purchased a subscription.
Subscribed
Jacob purchased a subscription.
Subscribed
Naseef purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Bryan purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
Brenda purchased a subscription.
Subscribed
JOHN purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Ryan Gevinski purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Suzanne purchased a subscription.
Subscribed
Renee purchased a subscription.
Subscribed
Niklas purchased a subscription.
Subscribed
Stefany purchased a subscription.
Subscribed
Arif purchased a subscription.
Subscribed
MaryAnn purchased a subscription.
Subscribed
Sharon purchased a subscription.
Subscribed
Elfinesh purchased a subscription.
Subscribed
Yiqi purchased a subscription.
Subscribed
Tamara purchased a subscription.
Subscribed
Cheryl purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
RUBY purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
simone purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Debi purchased a subscription.
Subscribed
Brittany purchased a subscription.
Subscribed
JEYASEELAN purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Uttam purchased a subscription.
Subscribed
Feng purchased a subscription.
Subscribed
Lydia purchased a subscription.
Subscribed
ed purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Jack purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
Casey purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Nam purchased a subscription.
Subscribed
Norah M purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Alina purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Shiyu purchased a subscription.
Subscribed
Venona purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Kathy purchased a subscription.
Subscribed
Sheetal purchased a subscription.
Subscribed
Kyle purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Jordan purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Norma purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
DEBRA purchased a subscription.
Subscribed
Lynn purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Joseph purchased a subscription.
Subscribed
Dr. purchased a subscription.
Subscribed
Phillip purchased a subscription.
Subscribed
Lydia purchased a subscription.