Mais conteúdo relacionado Time saver : Custom views in Excel 20102. 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. 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. 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. In View, click on Custom Views to see
the pop-up
© Sandrine Bardot and CompensationInsider.com 2013
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. Switch between views instantly by
selecting the one you want to show
© Sandrine Bardot and CompensationInsider.com 2013
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