Excel: Custom Views and Printing

  • Accountant
  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • MRTP
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • The first step to print a worksheet
    2 mins
  • How to get everything to be centered on the page
    5 mins
  • How to add a header
    10 mins
  • How to identify which cells have formulas and which cells are affected
    18 mins
  • How to implement 3D referencing in formulas
    26 mins
  • How you can utilize the watch window in Excel
    31 mins
  • How to use freeze panes feature in excel
    34 mins

Course Description

Excel is one of the most widely used spreadsheet programs in the world. 

People have been using it for the last 30 years and throughout these years, it has been upgraded with more and more features. While the number of companies that are going completely digital is increasing, many firms prefer viewing documents and filing them in paper form.

When working on an Excel worksheet, you may find yourself setting up different display settings at different times, such as zoom level or window position and size. The Custom Views feature allows you to set up and save different views to quickly switch among them.

You can use a custom view to save specific display settings and print settings for a worksheet so that you can quickly apply these settings to that worksheet when needed. You can also include a specific print area in a custom view. You can create multiple custom views per worksheet, but you can only apply a custom view to the worksheet that was active when you created the custom view. If you no longer need a custom view, you can delete it.

Print is essential to adequately memorize your message. For the majority of people, the relationship to paper will always be different from the one to digital: it is touched, manipulated, felt, it is an experience in itself, and therefore a chance to capture minds.

You've just sent an Excel spreadsheet to your printer, but when you check it, you discover that the spreadsheet didn't print right. Maybe it printed in portrait mode when it should've printed landscape. Perhaps a certain section of your spreadsheet was never printed or the spreadsheet took too many pages to print. Whatever went wrong, you can avoid many printing problems in Excel by following certain tips. 

Join this Excel CPE Webinar to learn the best hacks to print in Excel using the printing options in excel and use the Custom view feature.

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac

Learning Objectives

  • To discuss how to use the custom view feature.
  • To analyze what are the benefits of using the custom view feature.
  • To print pages in an excel workbook.
  • To inspect how to change the orientation of pages while printing.
  • To adjust the printing area using margins.

Recommended For

  • This excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals and Staff of Accounting or Tax Firm or for seasoned users looking to fill in gaps in their knowledge.
  • This excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Forensic Auditor
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01054-22-S)
  • 1 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 1 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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 maintenance 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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO, Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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