Automating Tasks with Excel's Custom Views Feature

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Course Description

Custom Views is one of the most overlooked features in Excel. In this course, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of Custom Views. You'll be able to hide and unhide worksheets, apply filter settings, swap out print settings, and much more simply by applying a view.

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 (2021, 2019, 2016 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 course.

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 2021, Excel 2019, and so on.

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

Level: Basic

Topics covered:

  • 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

Learning objectives:

  • Identify how to use Custom Views to manage the hidden/visible status of columns and rows
  • Apply Custom Views to toggle a trial balance between a working trial balance view and a journal entry view
  • Recall how to replace an existing custom view with new settings

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