Monday, February 6, 2017

Tomorrow: Excel’s Custom Views Feature

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Excel's Custom Views Feature
February
 
7
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, Owner and Founder of Accounting Advisors, Inc.
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
Course Reviews: View Testimonials
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Course Description
 
One of the most overlooked features in Excel is Custom Views. In this webinar, you'll learn how to use the Custom Views feature to automate many aspects of Excel and improve your large Excel workbooks. Upon completion of this course, you'll be able to:
  • Define how to replace an existing custom view with new settings
  • Identify how to remove all custom views from a given workbook and unhide all worksheets within a workbook
  • Recall how to freeze or unfreeze worksheet panes
  • Apply different filter settings with just a couple of mouse clicks
  • Resize the application window for 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
  • Explain how shared workbooks automatically create a custom view for each user
  • Describe the types of settings that can be managed
  • Explain the power—and the risks—of grouping worksheets
  • Identify which features, such as Custom Views, you can't use when one or more tables exist in a workbook
  • Set a print range that includes multiple non-contiguous areas of a worksheet
  • Remember frequently selected cell ranges or cursor positions
  • Toggle a trial balance between a working trial balance view and a journal entry view
  • Apply different print settings, including orientation and margins, to a single worksheet
  • Hide and unhide multiple worksheets with ease
  • Make a single set of data serve multiple purposes
  • Wrangle long lists of data by filtering instead of sorting

David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. 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, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Course Reviews from Past Attendees

100% of attendees said they would recommend this course to others.
"I learned something very useful that I did not know."
"The graphics were detailed and well laid out."
"Very self explanatory with great examples."
"The breakdown and step by step instructions."
"I liked that the presenter had spreadsheets to follow along and download. The presenter was very detail orientated as far as his knowledge of spreadsheets and getting his point across to the listeners."
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.
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