Maximize Excel: Filter Format Data

CPE Credit: 2 hours

In this comprehensive presentation, Excel expert David Ringstrom, CPA, covers a variety of ways to automate your work in Excel by way of Custom Views, which is one of the most underutilized features in Excel. David explains how to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on demand, store multiple print ranges/settings for a given worksheet, gain control over long lists of data by filtering instead of sorting, and more. After participating in the webcast, you’ll be empowered to use Excel far more effectively.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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. 

Topics Covered

• Learning how to use a single line of programming code to unhide all worksheets within a workbook.
•  Freezing or unfreezing worksheet panes on demand with a custom view.
• Learning how to replace an existing custom view with new settings.
• Setting a print range that includes multiple noncontiguous areas of a worksheet.
• Using Custom Views in Excel 2013 and later to instantly resize the application window for a given workbook.
• Applying different filter settings with just a couple of mouse clicks using the Custom Views feature.
• Removing the Table feature from a worksheet if it’s no longer needed.
• Protecting hidden sheets from within a workbook.
• Using Custom Views to toggle a trial balance between a working trial balance view and a journal entry view.
• Understanding the limitations and frustrations of manually hiding and unhiding worksheets within a workbook.

Learning Objectives:

• Define the purpose of the Zoom to Selection command.
• Recall the locations where the Filter command appears in Excel’s menu interface.
• State how many print areas Excel will include on a single piece of paper.

Course Number: 
DR1931
NASBA Field of Study: 
Computer Software and Applications
Level: 
Intermediate
Presenter:
David Ringstrom
Prerequisites: 
Experience with Excel Spreadsheets
Advanced Preparation: 
None