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Custom Views

 

Excel Training Level 2 Lesson 28

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Custom Views

Custom Views can be used on itís own in conjunction with the Report Manager. The purpose of Custom Views is to save the appearance of a chosen Workbook. This means we can have more than one person work on a Workbook and each person can save their own Custom View. It also saves a lot of time with Print settings that can be very time consuming and fiddly. The types of settings that are retained are:

  • Row and column settings (width, height, hidden/unhidden)

  • Zoom settings

  • Filter settings

  • Print settings

  • Worksheet visibility (hidden/unhidden)

  • Window settings (size)

The use of Custom Views is very simple. You set up your Workbook to look exactly how you want, then simply go to View>Custom Views, this will show the Custom Views dialog box. You then click Add and type a name for the Custom View. By default Excel will save the Print settings and any hidden rows or columns, as well as Filter settings. You can uncheck these if you wish. Click OK and that's it. Now whenever you wish to see your Custom View you go to View>Custom Views, select the name of the Custom View you wish to see and click OK. To delete a Custom View select it's name and click Delete. You can save many more than one view per Workbook by simply defining different names for each view.

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