Maximize Excel: Custom Views

Date: 11/01/2024

Time: 12:00 PM - 2:00 PM EST

CPE Credit: 2 hours

Large spreadsheets often stress users in myriad ways. In this presentation, Excel expert David H. Ringstrom, CPA, shows you a number of ways you can manage large workbooks with aplomb using the Custom Views feature. In addition, he discusses the Watch Window feature and the Group and Ungroup feature and shares keyboard shortcuts and techniques you can use reduce the size of bloated Excel workbooks.

David’s courses 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. His 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.

David’s materials cover Excel 2016, 2013, 2010, and 2007. He teaches from the version of Excel the majority of attendees are using.

Topics Covered

• Avoid repetitive work by creating a keyboard shortcut for Excel’s Freeze Panes feature.
•  Employ tricks that make printing information from large workbooks or worksheets easier.
•  Learn how to arrange two worksheets from within the same workbook on-screen and at the same time.
• Learn techniques that let you reduce the file size of bloated Excel workbooks.
• Learn the power—and the risks—of grouping worksheets.
• Navigate large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
• Save time when aggregating data from multiple worksheets with Excel’s INDIRECT function.

• Use Excel’s Custom Views feature to hide and unhide multiple worksheets with ease.
• Use the Group and Ungroup feature to expand or collapse rows and/or columns
• Use the Watch Window to easily monitor the ramifications of even minor changes to your workbooks.

Learning Objectives:

• Apply the Watch Window feature to monitor and navigate to key worksheet cells.
• Identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.
• Apply the INDIRECT worksheet function to create summary spreadsheets.