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Excel Accountant: Custom Views

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Before starting this self study program, please go through the instructional document.

Overview

  • Overview of Excel's Custom Views Feature
    2 mins
  • Group Worksheets
    5 mins
  • Hide and Unhide Worksheets
    9 mins
  • All Worksheets Custom View
    18 mins
  • Utilizing a Custom View
    23 mins
  • Streamlining Custom Views
    34 mins
  • Custom Views - Multipurpose Worksheets
    41 mins
  • Zoom to Selection
    49 mins
  • Creating a Custom View to Print Worksheets
    73 mins
  • Filtering Data
    77 mins

Course Description

Eminent Excel Expert David Ringstrom, CPA, brings here a presentation showing step-by-step ways to automate your work using the Custom Views, an often overlooked but a very important feature. He 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 and by the end of this session, you will 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 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.

Office 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.

Learning Objectives

  • Identifying hide and unhide worksheets feature.
  • Apply the Custom Views feature to make a single set of data serve multiple purposes.
  • Recognizing Zoom feature in worksheets.
  • 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.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.5

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RK

There was a glitch with the review questions at then end and I was given another quiz to complete even though I had all the correct answers on the first quiz.

JO

The way the instructor shows the step by step in screenshots and then performs an example really helps the learning process.