Mastering Excel’s Custom Views Feature

Author: David H. Ringstrom

Develop a variety of skills that can help automate your work in Excel by way of the Custom Views feature. You’ll learn how to hide and unhide multiple worksheets at once, store multiple print ranges and settings for a given worksheet and much more.

Publication Date: August 2018

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

Topics Covered

• Overviewing Excel's Custom Views feature and the types of settings that can be managed in this fashion.
• Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
• Using Excel's Custom Views feature to make a single set of data serve multiple purposes.
• Turning screen elements—such as scroll bars, gridlines, worksheet tabs, and more—on or off by way of Custom Views.
• Using Excel's Custom Views feature to apply different print settings, including orientation and margins, to a single worksheet.
• Freezing or unfreezing worksheet panes on demand with a custom view.
• Gaining control of long lists of data by filtering instead of sorting.
• Setting a print range that includes multiple noncontiguous areas of a worksheet.
• Making the same edits on multiple worksheets at once by grouping worksheets.
• Using Custom Views to remember frequently selected cell ranges or cursor positions.
• Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
• Protecting hidden sheets from within a workbook.

Learning Objectives

• Define how to replace an existing custom view with new settings.
• Identify how to remove all custom views from a given workbook.
• Recall how to freeze or unfreeze worksheet panes.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience with Excel Spreadsheets

Advance Preparation
None