Course info

In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of the Custom Views feature. David will also contrast Custom Views with the Sheet Views feature available in Excel 2021 and Excel for Microsoft 365. Both features allow you to hide or display rows and columns, as well as filter settings, by simply applying a view. Custom Views also enables you to hide and unhide worksheets. On the other hand, simply adding an Excel table to your workbook disables the Custom Views feature, whereas Sheet View does not have this limitation. .

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations. .

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates. .

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics typically covered:

• Learning how to replace an existing custom view with new settings.
• Protecting hidden sheets from within a workbook.
• Setting a print range that includes multiple noncontiguous areas of a worksheet.
• Exploring the automation possibilities available by way of Excel’s Custom Views feature.
• Streamlining Custom Views by adding a drop-down list to Excel's Quick Access Toolbar.
• 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.
• Freezing or unfreezing worksheet panes on demand with a custom view.
• Utilizing Sheet View for workbooks saved to OneDrive or SharePoint in Excel 2021 and later.
• Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
• Understanding the conflict that the Table feature poses with Custom Views in Excel for Windows.
• Controlling large datasets efficiently by filtering instead of sorting.