Custom Views

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes


In this presentation, Excel expert David Ringstrom, CPA, delves into various ways to automate your work in Excel by way of the Custom Views feature—one of Excel’s most overlooked features. David shares how Custom Views allows you to hide and unhide multiple worksheets at once, set a print range for multiple areas of a worksheet, make a single set of data serve multiple purposes, gain control over long lists of data by filtering vs. sorting, and much more. You’ll be empowered to use Excel far more effectively after attending this webcast.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Office 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.

Topics/Areas Typically Covered:

  • Learning the power—and the risks—of grouping worksheets.
  • Learning which features, such as Custom Views, you can’t use when one or more tables exist in a workbook.
  • Turning screen elements—such as scroll bars, gridlines, worksheet tabs, and more—on or off by way of Custom Views.
  • Setting a print range that includes multiple noncontiguous areas of a worksheet.
  • Getting control of long lists of data by filtering instead of sorting.
  • Learning how to replace an existing custom view with new settings.
  • Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
  • Using Excel’s Custom Views feature to make a single set of data serve multiple purposes.
  • Using Excel’s Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
  • Using Custom Views to remember frequently selected cell ranges or cursor positions.
  • Getting an overview of Excel’s Custom Views feature and the types of settings that can be managed in this fashion.
  • Freezing or unfreezing worksheet panes on demand with a custom view.

Learning Objectives/Why You Should Attend:

  • Identify how to replace an existing custom view with new settings.
  • Recall how to freeze or unfreeze worksheet panes.
  • Implement the Custom Views feature to make a single set of data serve multiple purposes.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

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