Custom views in Excel

You often face the challenge of working efficiently with large datasets in Excel? Custom views can help you display data exactly according to your needs. Whether you need to compile information for meetings or filter specific data, Custom Views are a practical solution to save time and increase your productivity.

Main Insights

• Custom views allow you to save individual settings for displaying data.
• You can switch between different views, whether for male or female employees or to apply specific filters.
• Creating and managing views is uncomplicated and can be done quickly.

Step-by-Step Guide

Sketch the Table

First, you should open your employee table. Ideally, you should have filled this table with relevant information. If you don't have this table at hand, you can download the sample files in the lesson.

Access Custom Views

To set up Custom Views in Excel, you need to select the "View" tab in the menu bar. There you will find the category "Custom Views". Click on it to display the available options.

Creating a Custom View

For starters, you can create a view that shows only the women. Hide the male employees by selecting and hiding the corresponding rows. Then return to the Custom Views to create a new view.

Saving the View

You have now displayed the women in your table. You can save this view now. Click on "Add" and give the view a descriptive name, such as "Women". This way, you can quickly access this specific view in the future.

Creating an Additional View

After saving the first view, you can easily switch between data views. If you want to show the men again, do so and go back to the Custom Views. Here you can also create a new view for men. Name it, for example, "Men" and save it.

Adding Filter Settings

In addition to the already saved views, you have the option to apply specific filters. For example, you could display only the revenues for the month of December. Define the filter rules according to your needs and save these settings in a new view, which you name "December Revenues".

Display All Data

Oftentimes, you need an overview of all data. Therefore, create a new view where all employees are displayed. This gives you the flexibility to see everything at a glance at any time. Save this view as "All Employees" to quickly access it.

Efficient Management of Views

With the predefined views, managing your data becomes very easy. Depending on your needs, you can quickly select the desired view and make changes. Whether you need the view for men, women, or all employees, you now have control over your data.

Summary

With Custom Views in Excel, you have a powerful tool to quickly and easily switch between different data layouts. Hiding rows and applying filters allow you to tailor the presentation of your data to your needs.