Customize the Quick Access Toolbar in Excel

Uploaded by eLearningCentralia on 14.06.2010

>>I want to begin by making sure that Excel works for you.
Anything that you commonly use,
we want to make sure there's quick access to that for you.
Specifically, we're going to start
by customizing the Quick Access Toolbar,
located in the upper left-hand corner of your screen.
The defaults, default means automatically
if you didn't do anything, there's only 3 buttons located
in that toolbar; Save, Undo, and Redo.
Now, I don't know about you, but there's a lot of things I want
to use frequently, and I would like to have a button
that I could simply click on to activate that.
Notice on the right-hand side of the Quick Access Toolbar,
there is a little triangle that points down,
and as you probably know,
those triangles indicate there's a list of choices.
So, I'm simply going to click on that, and it provides me
with a dropdown list of choices.
I'm going to add New, by simply clicking on it,
and notice that the New Workbook button has been added
to the toolbar, so as you click on the list,
I might try something like Print Preview and perhaps Spelling,
that I want to add to it.
Anything that you want can easily be added from this list.
I'm going to add Open also.
You're going to be opening a lot of workbooks
as you continue your learning through this program.
So, I've already began to customize that toolbar,
adding things that I might commonly want to that.
Now, I'm sure you have good Windows skills,
but just in case, let's talk about some other skills
that you might use throughout the program
and to help you with this also.
There's other things that I like to use frequently also,
specifically, I might want to add,
I'm going to use the Office button, and as I look
down the list of choices in the Office button, I have Save,
I have Save As; Save As, you're going to need to use a lot,
because, as you work with the text in this class,
it has you open an existing workbook
and change the name of it.
That's what you'll be turning in to me,
is that workbook with that new name.
So, Save As you're going to use really frequently.
Let's add it to the Quick Access Toolbar.
It was not listed in our dropdown list of choices,
however, if I move my mouse down to the Save As and right click,
all that happens when you right click
on something is it gives you a shortcut
to the most commonly used commands for that,
and notice that Add to Quick Access Toolbar is listed,
and when I do that, I now have Save As,
in addition to Save listed in the Quick Access Toolbar.
Another one I like to add is Close,
because when I get done working on one of them,
I like to go ahead and close that workbook,
and so I'm going to do the same thing.
I'm going to go Office button, slide my mouse down to Close,
right click, and add that to the Quick Access Toolbar.
Now I can Open, I can Close, I can Save As when I want
to change the name of something.
Customize the Quick Access Toolbar
to include the features that you want.
Those will remain there, each time you open the program,
so anything that you want to have, no matter which ribbon,
no matter which tab you're using in the ribbon, you will add
to the Quick Access Toolbar.
And, now you've customized Excel,
making and providing quick buttons
for the things you most commonly use.
This is Version 2007,
which includes a new feature call the Ribbon.
We no longer have the menu's and toolbars.
Each Microsoft Office program begins on the Home tab.
The Home tab is in the upper left- hand corner.
The reason is that the things that you will use most often,
in Excel, will be located in the Home tab.
Notice that within the tab, it's divided into groups.
We have Clipboard, a Font, an Alignment, A Number, a Styles,
a cells and an Editing group.
It will make it easier for me
to help you find whatever it is looking for, because I will tell
which tab it is located in, and within the tab, which group.
Each ribbon has its own features listed, specifically,
in the Home tab again, are the most common and if I click
on Insert, the ribbon below completely changes to objects
that would be inserted into your spreadsheet,
and you could continue from there.
Notice as you click on each tab, the ribbon below changes.
Another way you could move around in your ribbons is
if you place your mouse on the ribbon and use the wheel,
the scrolling wheel in your mouse, you can wheel back
and forth to each individual ribbon, and we'll be talking
about each of them at some point later in class.
Now, I just want you to know the Home tab,
it's the most commonly used.
We'll begin there, but that as click on each tab,
the ribbon below will change.
So two areas, you'll have your Quick Access Toolbar
that you've now customized, and the ribbon
to find the different features
that we'll be learning about within Excel.
In addition to those, in the groups, so I'm specifically back
on my Home tab, looking at the groups,
in the lower right-hand corner of the name of the group,
there is what is called a dialogue module,
this little curved arrow.
Any group name that has that, if you click on it,
it will open the dialogue box
for that particular group of items.
I clicked on it for the Font group and came
out with the Format Cells, and the font information.
I'm going to Cancel that, same thing on Alignment.
If I click on that, I will come to the Format Cells,
Alignment information in that dialogue box.
Dialogue boxes provide more specific customized settings,
but you're going to find that most
of the things you use most often will be simply obtainable
from the ribbons located at the left.