Remembering Workbook Settings from Session to Session

by Allen Wyatt
(last updated June 12, 2017)

2

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, 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, and 2013.

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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What is four less than 9?

2016-05-27 07:56:20

Khushnood Viccaji

Interesting post.

Just one small point to keep in mind:
If you are using the tables feature anywhere in the workbook, the Custom View command is disabled.
And even if you create a table after setting up a Custom View, the command will be disabled.


2013-04-16 10:57:49

Terri

I have the problem that Robert does when I open two windows in a worksheet. The 2nd window doesn't have the panes frozen and some of the formatting is missing. When it comes time to close one of the windows, I have to make sure it's the 2nd one I close. If I close the first one and then save the file, the pane settings and formatting all has to be redone.


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