Excel: Custom Views Save Time and Frustration in multi-user workbooks

Excel workbooks accessed by several users can change in appearance and settings, causing other users frustration and confusion, plus adding time to reset a workbook and its sheets for printing or simple views.

Creating custom views can save the frustration and keep settings for a workbook accessed by multiple users.

Before creating a custom view set up your workbook sheet the way you want it to look and print; set your print area, the orientation (portrait, landscape), and even if it's in normal, page layout or page break view.

There is a trick to this- and some planning: because however you have your other workbook sheets set when you create a view, and then you change them after you create a custom view in another sheet, those other sheets revert back to the settings they were in when you created the custom view... get it?

The short of it; if you have a workbook with multiple sheets, you need to make sure you have all sheets in the layout you want them before creating a customer view.

Once you have it looking the way you want the sheet (keep in mind other sheets in the workbook as well) to appear and print, you can begin the process of setting a custom view.

Here's how...

1. Change the settings that you want to save in the view.
2. On the View menu, click Custom Views.


3. Click Add.

4. In the Name box, type a name for the view.


Make sure to include the active sheet name in the name of a view to make it easier to identify. When you display a view, Microsoft Excel switches to the sheet that was active when you created the view. Excel lists all views in the workbook in the Custom Views dialog box.

5. Under Include in view, select the options you want.

When you change to your custom views and maybe you don't want them to apply to all workbook sheets, you can print your sheet and then choose not to save on exit, this will keep the custom view changes from affecting all workbook sheets.