The ability to customize the Excel ribbon is a great way to enhance your workflow, improve on your productivity or simply to give the platform a personal feel to it. In the following article we will cover three topics:.
The Excel ribbon is a batch of icons above the Excel worksheet UI. It's a complex toolbar, which purpose is to replace the menu toolbar and be able to reach the functions much quicker.
Above the ribbon are the Excel tabs (Home, Insert, etc.). Clicking a tab initiates the Excel ribbon category which contains collections of icons for different purposes.
Home tab is set as a default when Excel opens, it contains common grouped commands, like Fonts, Clipboard, etc.
Each group command has a button in the lower-right corner that opens a dialog box containing further options related to that group. For example, the dialog box button on the Font group opens the Font Settings dialog box.
You can hide (collapse) and show the Excel ribbon in order to increase the available space for your worksheet. This is particularly helpful when you work on a laptop with a smaller screen.
You have the ability to automatically hide the entire ribbon, including the tabs to maximize the available workspace.
In order to temporarily show the ribbon again, click one of the Excel tabs and the ribbon will appear until you pick a function from the tab.
If you want to permanently show the ribbon again, you can do it one of the following ways:
Recent Excel versions have the ability to customize the ribbon to your personal needs, we will look into how to:
Keep in mind that you can’t change or delete default Excel commands, icons or names, or changing the order of the default commands.
To customize the ribbon, right-click on the ribbon and select Customize the Ribbon. You can also go to File > Options > Customize Ribbon or right click on the ribbon and choose to Customize Ribbon.
Every command located in the ribbon has to be classified in groups. If you want to add a command to an existing tab, you have to create a new group or add to an existing customized group which I'll show you how to do.
There may be some commands hidden away which you would prefer to be available on the ribbon:
Once you created a new group, you can add commands to it.
Choose the group from the right side of the dialog box and select the commands you want to add into the group from the left side of the dialog box. Click Add.
You learned how to add groups and commands to the existing tabs, now you can learn how to create your own custom tabs. For example, I use this when I need my most used macros to be easily accessible.
If you want to move tabs, groups, or commands, go to Excel Options dialog box and select Customize the Ribbon screen.
On the right of the screen, select the tab, group, or command which you want to move and then click the up or down arrow to the right of the list to move it each way.
Tabs on top of the list are displayed on the far left side of the Excel ribbon, while the tabs at the bottom on the far right.
You have the option to hide tabs which you don't use and make the Excel workspace customized to your needs.
Go to Customize the Ribbon and on the right side of the window, uncheck the boxes for tabs you want to hide. Then, click OK.
You can rename your custom tabs and groups you made, but keep in mind that you can’t rename default commands on the ribbon.
Go to Customize the Ribbon window and on from the right side, select the group you want to rename. Click Rename button below the list. On the Rename dialog box, enter the name you want and click OK.
There are situations when the use of icons only on ribbon makes sense. For example, if you use a laptop with a small screen, you can save some space by removing the text from custom groups and commands with certain limitations:
Go to Customize the Ribbon and on the right side of the window, right click on the excel group you want to change and select Hide Command Labels.
The commands in your custom group will display without text now.
In case you made a lot of customizations to the Excel ribbon, and you want to reverse back to the default order,
Go to Customize the Ribbon window and on the right side, click the Reset button and select Reset all customization. (This option also resets the quick action toolbar to its default settings). Click Yes to confirm.
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