Name: Excel's Custom Views Feature
Price: 129 CAD
Rating: 5 (4 reviews)

What You'll Learn

check_circleAutomate repetitive tasks in Excel.

check_circleCreate snapshots of Excel workbook settings.

check_circleManage sheet visibility and column/row display.

check_circleStreamline filtering and printing controls.

check_circleTroubleshoot custom view limitations.

check_circleUtilize the Sheet View feature effectively.

About This Course

This course, "Excel's Custom Views Feature" unveils a powerful yet underutilized tool for automating repetitive tasks and streamlining your Excel workflow. Say goodbye to the "death by a thousand cuts" caused by endless manual adjustments!

You'll discover how Custom Views enable you to capture and instantly apply snapshots of diverse workbook settings, transforming how you interact with complex spreadsheets. This course emphasizes practical application and efficient management of your data without duplicating worksheets or re-entering data.

Introduction to Custom Views: Understand where to find this feature, what settings it captures (active worksheet, cell selection, window size, visible/hidden sheets, rows, and columns), and what it doesn't (formatting and data).
Managing Workbook Appearance: Learn to create multipurpose worksheets by showing or hiding specific rows, columns, and entire sheets on demand, allowing you to toggle between detailed and summary views effortlessly.
Streamlining Filter Settings: Automate the application of complex filters, saving considerable time and effort in repetitive data analysis.
Navigating Excel Tables and Custom Views: Explore the interaction between Custom Views and Excel Tables, understanding how tables can disable views and how to restore functionality when needed.
Controlling Print and Layout Settings: Master how to save and recall different print layouts, including varying orientations, margins, and headers, eliminating the need to duplicate data for different printing needs.
Troubleshooting and Sheet View Alternatives: Address common issues that arise with workbook protection and learn about Sheet View, a modern alternative for collaborative environments that offers localized filter settings.

By the end of this course, you'll be adept at leveraging Custom Views to boost your productivity, maintain data integrity, and transform your Excel experience from a manual slog to an automated powerhouse.

Your Instructor

David Ringstrom

CPA, Author, Professional Excel Spreadsheet Trainer and Consultant

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star1,085 reviews

David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase 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. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0

Student's Choice

4 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.