top of page

You are learning The Excel Interface

What are custom views and how can I use them for different data presentations?

Custom views in Excel are a powerful tool for creating multiple ways to look at the same data within a workbook. They allow you to save specific display settings, like hiding rows or columns, freezing panes, filtering data, and zooming in/out. This lets you quickly switch between different presentations of your data without manually adjusting the view each time.

Here's how you can leverage custom views for various data presentations:

Creating Custom Views:

1. Set Up Your View: Format your worksheet with the specific settings you want to save in a custom view. This could involve:
* Hiding unnecessary rows or columns to focus on specific data.
* Freezing panes to lock rows or columns in place for easier scrolling.
* Applying filters to display only relevant data subsets.
* Adjusting zoom level for a more detailed or big-picture view.
2. Save the View: Navigate to the "View" tab on the Excel ribbon. In the "Workbook Views" group, click the "Custom Views" option.
3. "Add" a New View: In the "Custom Views" window, click the "Add" button.
4. Name Your View: A new window will pop up. Enter a descriptive name for your custom view that reflects its purpose (e.g., "Sales by Region," "Filtered Inventory").
5. "Include in View" (Optional): By default, all formatting and settings are included. You can uncheck any options you don't want saved in this view.
6. Click "OK": This saves your current view settings under the chosen name.

Using Custom Views:

1. Access Custom Views: Go to the "View" tab and then "Custom Views" within the "Workbook Views" group.
2. Select and Apply: In the "Custom Views" window, choose the view you want to display from the list. Click the "Show" button to apply that view to your worksheet.

Benefits of Custom Views for Data Presentations:

* Multiple Presentations: Having different custom views allows you to tailor the data presentation to your audience's needs.
* For example, you might create a custom view for management that focuses on high-level summaries and charts, while another view for sales representatives might show detailed product information.
* Quick Switching: Switching between custom views is a much faster way to navigate different data presentations compared to manually adjusting the view each time.
* Focus and Clarity: Custom views can help improve focus and clarity by hiding irrelevant information and highlighting key aspects of the data.

Additional Tips:

* You can create multiple custom views for the same worksheet.
* It's recommended to use clear and descriptive names for your custom views for easy identification.
* You can delete custom views that you no longer need.

By effectively using custom views, you can significantly enhance the way you present your data in Excel, making it more adaptable and user-friendly for different audiences and purposes.

bottom of page