CompensationInsider.com is a blog focused on Compensation & Benefits. I write 3 times per week, on various C&B, Performance Management, Global Mobility and Governance topics. You can subscribe to receive it by email (http://CompensationInsider.com/newsletter) so you don't miss my articles. Feel free to explore it and send me some comments and feedback !

1. CUSTOM VIEWS IN EXCEL
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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. 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