Excel Accountant: Member Exclusive Custom Views

Learning Objectives

• 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 Description

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.

Overview

• Hide and unhide worksheets

  4 mins
• Unhide all worksheets in a workbook

  6 mins
• Protect the workbook

  22 mins
• Updating custom view settings

  30 mins
• Custom views - Multipurpose worksheets

  44 mins