15 Tips To Customize Your Excel Ribbon In Office 365: The Ultimate Guide

Customizing your Excel Ribbon in Office 365 is a powerful way to enhance your productivity and streamline your workflow. By tailoring the Ribbon to your specific needs, you can access frequently used commands with ease and navigate the software more efficiently. In this guide, we will explore 15 practical tips to customize your Excel Ribbon, empowering you to work smarter and faster.

1. Understanding the Excel Ribbon

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The Excel Ribbon is a user interface element that sits at the top of your Excel window. It consists of various tabs, each containing groups of related commands. By default, Excel comes with a set of tabs and commands, but you can add, remove, or rearrange them to create a personalized Ribbon.

2. Accessing the Excel Options

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To begin customizing your Ribbon, you need to access the Excel Options. Follow these steps:

  • Click on the File tab in the upper-left corner of your Excel window.
  • Select Options from the menu that appears.
  • The Excel Options dialog box will open. From here, you can make various customizations to Excel, including the Ribbon.

3. Customizing Ribbon Tabs

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Excel provides a default set of Ribbon tabs, but you can add or remove tabs to suit your preferences. Here's how:

  • In the Excel Options dialog box, navigate to the Customize Ribbon section.
  • Under the Main Tabs category, you'll see a list of default tabs. To add a new tab, click on the New Tab button.
  • To remove a tab, simply uncheck the box next to its name.
  • You can also rename tabs by double-clicking on their names and entering a new label.

4. Adding Commands to Tabs

Ms Excel Ribbon

Once you've added a new tab, you can populate it with commands. Here's how to add commands to your Ribbon:

  • Select the tab you want to customize from the Main Tabs list.
  • Click on the New Group button to create a new group within the tab.
  • Choose a command from the Choose commands from dropdown list. You can browse through different categories or use the search bar to find specific commands.
  • Select the command you want to add and click Add.
  • Repeat this process to add more commands to the group.

5. Rearranging Commands

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If you want to change the order of commands within a group, it's simple to do so. Follow these steps:

  • Select the command you want to move by clicking on it.
  • Use the Move Up and Move Down buttons to adjust its position within the group.
  • You can also drag and drop commands to rearrange them.

6. Creating Custom Groups

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In addition to adding commands to existing groups, you can create custom groups to organize related commands. Here's how:

  • Select the tab you want to customize.
  • Click on the New Group button.
  • Enter a name for your custom group.
  • Add commands to the group using the steps outlined in Tip 4.

7. Renaming Groups

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To rename a group, simply double-click on its name and enter a new label. This helps in creating a more intuitive Ribbon layout.

8. Hiding or Showing Built-in Tabs

Ms Excel Ribbon

Excel provides several built-in tabs that may not be relevant to your work. You can hide these tabs to declutter your Ribbon. Here's how:

  • In the Excel Options dialog box, go to the Customize Ribbon section.
  • Under the Main Tabs category, uncheck the box next to the tab you want to hide.
  • To show a hidden tab, simply check the box again.

9. Customizing the Quick Access Toolbar

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The Quick Access Toolbar is a convenient feature that allows you to access frequently used commands from any Excel view. You can customize it to include your most-used commands. Here's how:

  • Click on the Quick Access Toolbar dropdown arrow at the top-left corner of your Excel window.
  • Select More Commands from the dropdown menu.
  • In the Excel Options dialog box, navigate to the Quick Access Toolbar section.
  • Choose All Commands from the Choose commands from dropdown list.
  • Select the command you want to add and click Add.
  • You can also rearrange the commands within the Quick Access Toolbar using the Move Up and Move Down buttons.

10. Resetting the Ribbon

Customize Excel Ribbon With Your Own Tabs Groups Or Commands

If you want to revert your Ribbon to its default settings, you can easily reset it. Here's how:

  • In the Excel Options dialog box, go to the Customize Ribbon section.
  • Click on the Reset button.
  • Choose Reset only the selected Ribbon tab to reset a specific tab or Reset all customizations to reset the entire Ribbon.

11. Importing and Exporting Ribbon Customizations

Excel allows you to import and export your Ribbon customizations, making it easy to apply the same settings across multiple computers or share them with colleagues. Here's how:

  • In the Excel Options dialog box, go to the Customize Ribbon section.
  • Click on the Import/Export button.
  • Choose Import customization file to apply a previously exported customization file.
  • Select Export all customization to create a file containing your current Ribbon settings.

12. Creating Contextual Tabs

Contextual tabs are tabs that appear only when you're working with specific types of data or objects. They provide relevant commands for the task at hand. Here's how to create contextual tabs:

  • Select the Main Tabs category in the Excel Options dialog box.
  • Click on the New Tab button.
  • Enter a name for your contextual tab.
  • Under the Choose commands from dropdown list, select All Commands.
  • Add commands to the contextual tab using the steps outlined in Tip 4.

13. Enabling Developer Tab

The Developer tab provides access to advanced features and tools for developers and power users. If you need access to these features, you can enable the Developer tab. Here's how:

  • In the Excel Options dialog box, go to the Customize Ribbon section.
  • Under the Main Tabs category, check the box next to Developer to enable the tab.

14. Customizing the Ribbon with Macros

Macros are a powerful feature in Excel that allow you to automate tasks and create custom commands. You can add macros to your Ribbon for easy access. Here's a step-by-step guide:

  • Create or record a macro using Excel's macro recording feature.
  • Open the Visual Basic Editor by pressing Alt + F11 or going to Developer > Visual Basic.
  • In the Visual Basic Editor, right-click on your project (usually named VBAProject) and select Insert > Module.
  • Paste your macro code into the new module.
  • Close the Visual Basic Editor and return to Excel.
  • Follow the steps in Tip 4 to add your macro to the Ribbon as a command.

15. Customizing Ribbon for Multiple Users

If you're working in a collaborative environment, you might want to customize the Ribbon for multiple users. Here's how:

  • Export your Ribbon customization settings as explained in Tip 11.
  • Share the customization file with your colleagues.
  • Instruct your colleagues to import the customization file into their Excel Options.

By following these 15 tips, you can transform your Excel Ribbon into a powerful and personalized tool, boosting your productivity and efficiency. Customizing the Ribbon is a simple yet effective way to make Excel work for you, allowing you to focus on your tasks rather than navigating through endless menus.

Can I customize the Ribbon for specific worksheets or workbooks?

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No, the Ribbon customizations apply to the entire Excel application. However, you can create different customization files for different scenarios and switch between them as needed.

How do I remove a command from the Ribbon?

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To remove a command, select it from the group and click the Remove button. If you want to remove all commands from a group, click the Reset button for that group.

Can I customize the Ribbon using a macro?

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Yes, you can create a macro to automate Ribbon customization. This is particularly useful for complex customizations or when you want to apply the same changes to multiple Excel instances.

How do I hide the Ribbon completely?

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To hide the Ribbon, click the Ribbon Display Options button (three horizontal lines) and select Auto-hide Ribbon. The Ribbon will only appear when you click the top border of the Excel window.

Can I change the order of tabs in the Ribbon?

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Yes, you can rearrange the order of tabs by dragging and dropping them in the Main Tabs list within the Excel Options dialog box.