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Agile Excel: Excels Custom Views Feature (Video) (Course Id 2551)

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Author : David Ringstrom, CPA
Course Length : Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 2551

Description :

In this presentation, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of the Custom Views feature. David will also contrast Custom Views with the Sheet Views feature available in Excel 2021 and Excel for Microsoft 365. Both features allow you to hide or display rows and columns, as well as filter settings, by simply applying a view. Custom Views also enables you to hide and unhide worksheets. On the other hand, simply adding an Excel table to your workbook disables the Custom Views feature, whereas Sheet View does not have this limitation.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Usage Rank : 10000
Release : 2025
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 26-May-2025
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - NASBA Registry - 2551

Keywords : Computer Software & Applications, Agile Excel, Excels, Custom, Views, Feature, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • Identify the menu where the Custom Views feature resides.
  • Recall which mouse action enables you to skip clicking the Show button within the Custom Views dialog box.
  • Identify the limitations of the Sheet View feature.

Course Contents :

Chapter 1 - Agile Excel: Excels Custom Views Feature

Chapter 1 Review Questions

Key Terms

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