You'll get the most out of Excel Online after modifying the default view to show the most-used features. In this video, learn how to customize your view of Excel Online.
- [Instructor] A wonderful Excel Online feature that you may wish to play around with is called Sheet View, which appears here under View and you'll notice that we have a section called Sheet View. To get the most out of this video, I suggest that you have XOL MyView open, which is one of the exercise files in your pack. Now, Sheet View overcomes a rather common pain point for collaborators and that is having the ability to create your own customized views and filters without impacting other users. And to also have other users create their own views without impacting your own. So how do we use Sheet View? Let's start by clicking on New. And the first thing that you'll notice is that the shading of our rows and columns has changed from gray to black. And this lets us know that Sheet View has been activated. Any changes that you now make here to this view won't be visible to other users. So for example, say that we want to create a filter on CustomerID. Let's select the column headings here and then head over to Data and select Filter. And now in column B, next to CustomerID, click on the dropdown box, select Number Filters, Equals and then let's say type number three. And click on OK or hit Enter on the keyboard. And you can see that CustomerID three has been selected. Okay. Let's say that we're comfortable with this view. Let's go back to the View menu and then select Keep. And this Sheet View has now been saved. Now, I tend to type over the default Sheet View name. In this case, it's View1 and I'm going to type in MyView and then hit Enter on the keyboard. Okay, this all looks pretty good but let's say that we want to return the view to how it looks for other users. You can see that if we hover over the dropdown box here, you can see that we have a popup, which it says Switch Sheet View. So let's go ahead and and select default and you can see that straightaway, this view has returned to how it used to look before we applied our filter on CustomerID. That is we applied a filter on CustomerID three but as you can see, everything now appears. And we didn't remove the filter. This is back to how the view looks for other users. And you can tell because the shading of our rows and columns has changed from black back to gray. But let's go ahead and click on the dropdown box once more and select MyView. The row and column shading has changed back to black and this means that Sheet View has been reactivated once more and we have a filter on CustomerID that is CustomerID three and we didn't actually have to manually select it. How easy was that? Now, I suggest that you take the time to play around with all the other customizations that you can make in Sheet View. So why not try creating your own customized sort and see what happens.
Note: This course is for users who know the basics of the Excel desktop app, but are new to the web version, Excel Online. It emphasizes features that work differently in Excel Online. For basic Excel guidance, please see Excel Essential Training (Office 365) or Learning Excel 2019.
- Using Excel Online shortcuts
- Customizing your view
- Integrating the desktop version of Excel
- Sharing workbooks in Excel Online and OneDrive
- Inserting and reviewing comments
- Creating and editing charts
- Working with PivotTables and PivotCharts