Remembering Workbook Settings from Session to Session

by Allen Wyatt
(last updated March 4, 2022)

5

Robert frequently uses one workbook wherein he opens at least two windows in which to work, selecting worksheets from multiple tabs. (He doesn't do this for all workbooks, just for this one.) He sets titles and uses the zoom feature to 80% to get more of the worksheets on-screen. Every now and then, after saving the workbook and reopening it later, the titles and zoom factor on a particular worksheet have been reset, and Robert has to go through the procedure of resetting them again. He wonders if there is a way to ensure the titles and zoom factor are remembered when saving.

There are a few things you can try. First, you could create a macro that runs every time the workbook opens. This macro could set up your worksheets the way you want. For instance, the following macro sets the zoom factor for the window to 80%.

Private Sub Workbook_Open()
    ActiveWindow.Zoom = 80
End Sub

Just put the macro in the ThisWorkbook module and it will work fine. You could also modify it to add other setup that you want done.

If you prefer not to use a macro, then you can set up your worksheets as you want and then save them as a custom view. Just follow these steps:

  1. Set up your worksheets as you want.
  2. Display the View tab of the ribbon.
  3. Click Custom Views. Excel displays the Custom Views dialog box. (See Figure 1.)
  4. Figure 1. The Custom Views dialog box.

  5. Click the Add button. Excel displays the Add View dialog box. (See Figure 2.)
  6. Figure 2. The Add View dialog box.

  7. Enter a name that you want used for the view.
  8. Make any other setting changes desired in the dialog box.
  9. Click OK to save the custom view.

When you later want to use the custom view, just click the Custom Views tool again, choose the view you want, then click Show.

The final suggestion is to save as a workspace. The primary difference between workspaces and custom views is that workspaces allow you to remember all the workbooks you had open when you saved the workspace. You use the tool by, once again, displaying the View tab of the ribbon and clicking the Save Workspace tool. You can then provide a name for the workspace, and it is stored in a file that uses the extension .XLW.

There is one thing to note here: The "save as workspace" suggestion won't work in Excel 2013 or later versions, only in Excel 2007 or Excel 2010. The feature was removed completely from Excel 2013; you can't even find it as a command to be added to the QAT or ribbon. According to Microsoft sources, the feature has been deprecated.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (12586) applies to Microsoft Excel 2007, 2010, 2013, 2016, 2019, and Excel in Office 365.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

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Comments

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What is nine minus 5?

2022-03-05 10:19:21

J. Woolley

@David Clements
Consider adding a Month column that is calculated from the Date value. Assuming Date is in column A (for example), put this in row 2 of the Month column:
=MONTH(A2)
Then add a Slicer for the Month column.


2022-03-05 10:12:49

J. Woolley

@Howie Firestone
Consider using the "Precision As Displayed" option. See https://excelribbon.tips.net/T009901_Getting_Rid_of_Negative_Zero_Amounts.html
My comment there mentions the PrecisionToggleLink function, which has been replaced by the following function:
=RunMacroLink("TogglePrecision",[Friendly_Name],[Screen_Tip])
See https://sites.google.com/view/MyExcelToolbox/


2022-03-05 00:08:43

David Clements

I have just stumbled across slicers for excel tables, previously only used them in pivot tables.

I have a table in which I record my activity, the first two columns being date and time and then other columns to record summary info as I need as a chonology of my job mgt.

I would like to use a slicer to select the month I want to see, amongst the year's data.

I can use the filter to deselect all and then select the year/month I want, and I can create a slicer on the date column showing every date, and select/deselect using shift and control keys etc.

BUT it would be simpler if I could have a slicer only showing months, this would be smaller (obviously) and more easily fit on the screen and have only up to 12 months to show (not up to 365 days to scroll through)

Wondering if this is possible without macros???

Thanks
David


2022-03-04 14:24:09

Howie Firestone

This morning we ran an analysis which reported the same result (47.7500000000%) in 2 locations. In 1 location, the number rounded up to 47.8% (as desired) when reported to 1 decimal place. In the other location the number rounded down to 47.7%. Why did this occur and is there anything we can do to prevent it from happening in the future?


2018-04-08 00:14:56

Stephen McBride

When I unlock only a portion of the worksheet for data entry I found that if a enter data horizontally the cursor wraps around to the next line automatically but when I enter the data vertically it does not wrap around to the next column (when reaching the bottom of the column) but wraps to the last column.
This seems counterintuitive behaviour. How do I change this?


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