Time saver : Custom views in Excel 2010


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Time saver : Custom views in Excel 2010

  1. 1. CUSTOM VIEWS IN EXCELhttp://CompensationInsider.com
  2. 2. The challenge As HR or Compensation pro, you build files with confidential info about all employees. You often share partial views of these files with different stakeholders, and spend a lot of time returning to your master file and sorting, filtering, hiding columns and rows to show or give a printout to one manager and then undo and redo another customised view for another one. If the first manager wants to view the file another time, you have to recreate the customised view all over again… The risk : not recreating the exact same view The guaranteed : wasting time, many times. © Sandrine Bardot and CompensationInsider.com 2013
  3. 3. The solution Thanks to my friend and colleague Aroop who found this great, time-saving feature : Custom Views. As Microsoft puts it, “Save a set of display and print settings as a custom view. Once you have saved the current view, you can apply it to the document by selecting it from the list of available custom views”. Fantastic ! I recommend to always create a “general” view to easily return to your initial master file. © Sandrine Bardot and CompensationInsider.com 2013
  4. 4. Examples of use Prepare the master file for participating to a compensation survey, then attend multiple meetings with managers to validate job matching. Prepare a master file with internal equity analysis, present it to Directors, rework on it based on feedback then go present final results to them – no need to reformat your file Prepare salary review suggestions for review with the CEO, and prepare in advance the views for the different cuts of employee population that she will want to check (for example : top management, high performers, proposed promotions, UAE Nationals…) – going back and forth will be a breeze © Sandrine Bardot and CompensationInsider.com 2013
  5. 5. In View, click on Custom Views to seethe pop-up © Sandrine Bardot and CompensationInsider.com 2013
  6. 6. Click Add and create the name of the view.Check print settings and hidden rows, columns and filter settings © Sandrine Bardot and CompensationInsider.com 2013
  7. 7. Switch between views instantly byselecting the one you want to show © Sandrine Bardot and CompensationInsider.com 2013
  8. 8. Want to know more ? On my blog CompensationInsider.com, I share Excel, social media, presentation and other useful “technical” tips for Compensation & Benefits and HR professionals, every other Sunday. I also cover C&B topics and career advice the rest of the week. Feel free to check it out and subscribe by email. © Sandrine Bardot and CompensationInsider.com 2013