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.
CPE Credit: Participants can earn up to 2.0 CPE credits in the Computer Software & Applications field of study. Please note that CPE credit is only available for viewing the live program.
100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund. If you are not satisfied with the webinar, we will provide you a full refund. For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.
Program Level: Beginner
Advanced Preparation: None
Instructional Method: Group-Internet Based
Format: Live Webcast
National Registry of CPE Sponsors: Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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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Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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