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Accelerate Excel: Custom Views

 Accelerate Excel: Custom Views
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: Two (2) Hours
Fields of Study: Computer Science
Item Number: 16PPM0824
Shipping Weight: 0lbs. 0oz.
Price: $110.00
Program Description

Excel users often experience stress when working with large spreadsheets. In this helpful webcast, Excel expert David Ringstrom, CPA, demonstrates a number of methods and keyboard shortcuts you can use to easily manage and reduce the size of your large workbooks via Excel’s Custom Views feature. In addition, he explains the Watch Window feature, the Group and Ungroup feature, the Freeze Panes feature, and much more.

David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

Topics Typically Covered:

- Apply different filter settings with just a couple of mouse clicks using the Custom Views feature
- Employ tricks that make printing information from large workbooks or worksheets easier
- Freeze or unfreeze worksheet panes on demand with a custom view
- Get an overview of Excel's Custom Views feature and the types of settings that can be managed in this fashion
- In Excel 2013 and later use Custom Views to instantly resize the application window for a given workbook
- Learn how to replace an existing custom view with new settings
- Learn how to use a single line of programming code to unhide all worksheets within a workbook
- Learn the power—and the risks—of grouping worksheets
- Learn which features, such as Custom Views, you can’t use when one or more tables exist in a workbook
- See how to use a single line of programming code to remove all custom views from a given workbook
- Switch between Custom Views by way of a hidden drop-down list you can enable on Excel's Quick -Access Toolbar
- Turn screen elements such as scroll bars, gridlines, worksheet tabs, and more on or off by way of Custom Views
- Understand how shared workbooks automatically create a custom view for each user
- Use custom views to remember frequently selected cell ranges or cursor positions
- Use Custom Views to toggle a trial balance between a working trial balance view and a journal entry view
- Use Excel’s Custom Views feature to hide and unhide multiple worksheets with ease
- Use Excel’s Custom Views feature to make a single set of data serve multiple purposes
- Wrangle long lists of data by filtering instead of sorting

Learning Objectives

After completing this webinar, attendees will be able to:

- Apply the Zoom to Selection feature to make areas of a worksheet exactly fit on screen
- Identify how to use Custom Views to manage the hidden/visible status of columns and rows
- Identify the commonly used feature in Excel that disables Excel’s Custom Views feature in the Windows-based versions of Excel

Who Should Attend

Practitioners seeking to improve the efficiency and integrity of their large Excel workbooks using the Custom Views feature


David H. Ringstrom, CPA
Mr. David H. Ringstrom is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career Mr. Ringstrom has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.