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Custom views in microsoft excel what are they, what area, and how can i use them to improve my productivity?

The custom view tool is very useful when you need to work with large templates and obtaining the data takes time to filter correctly.

With this function, Excel allows you to save a certain configuration so that you can later apply it to different lists . In this way, you will save a lot of work and you will be sure of the steps you will take.

In this article we will introduce you to the different custom views that you can use in Excel . We will also talk about the steps you must take to create, in an agile and safe way, one of these functions . If you want to know the details, keep reading.

What is a Custom View in Microsoft Excel and what is it for in my spreadsheets?

The custom view is an Excel function that is used to establish certain settings in the hidden rows and columns, as well as in the appearance of the windows and the way of filtering the data in the tables .

Additionally, this tool can be used to define the margins, headers, and footers when printing the sheet.

In this way, the user saves a lot of time in this type of configuration . You must bear in mind that you can create several custom views for each template and you have the option to delete them at any time.

What are the different custom views in Microsoft Excel and when is it convenient to use them?

When you are working with tables that have a large amount of data and you need to filter it, you may need to apply multiple elements so that you can get the information you want.

In this case, it is convenient to use the custom views tool that will help you get to the data you need faster . In this way, you will be able to configure the number of rows and cells that you hide when you create the custom view, as well as you can have the same design of the cells.

This will allow you to obtain the same type of fill, font color and any other characteristics that help you save time. You must not forget that every time you create a custom view you also configure the printing style .

Steps to apply a custom view in Excel and modify the display of your spreadsheets

We will show you below the steps you will need to create a custom view in an Excel document:

  • Click on the “View” menu .
  • Next, choose the “Custom Views” option found in the “Book Views” group .
  • A window will appear in which you must click on the “Add …” function .
  • Then you will have to enter the name and activate the box “Configuration of hidden rows, hidden columns and filters” . You can also enable the “Printer Settings” option .
  • When you have finished you must click on “Accept” .

To apply a custom view that you have created, you will have to go to Custom Views and click on the name you have created. Filters will automatically be modified.

You must bear in mind that to use a custom view you must do it on a normal data range. To do this, you will have to go to “Table Tools”, click on “Design”, then click on “Tools” and, finally, select the “Convert to range” function .

By this we mean that you will not be able to use the custom view tool when you have a common table .

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