New Feature: Playlist Center! Pick a topic and let our playlists guide the way.

Start learning with our library of video tutorials taught by experts. Get started

Excel for Mac 2011 Essential Training
Illustration by

Customizing the Ribbon


From:

Excel for Mac 2011 Essential Training

with Curt Frye

Video: Customizing the Ribbon

When the Excel 2011 product team designed the Ribbon user interface, they brought groups of users into their testing labs to see how well it worked. The team changed the design based on that feedback, and ended up with the configuration you see here. Designing a program such as Excel, which is used by millions of people, means the team had to make compromises when they decided to where a command should go. If you like, you can modify the Ribbon to meet your needs. One way to change the Ribbon is to minimize it, in other words to show only the tabs of Home, Layout, Tables, and so on. To do that, you can quickly the Minimize Ribbon button here at the right side of the Ribbon, and now you get an additional four or five rows on your screen.
Expand all | Collapse all
  1. 1m 58s
    1. Welcome
      1m 16s
    2. Using the exercise files
      42s
  2. 20m 56s
    1. Exploring the Excel 2011 window
      4m 16s
    2. Introducing the Ribbon for Mac
      4m 44s
    3. Customizing the Ribbon
      4m 20s
    4. Setting program preferences
      3m 20s
    5. Getting help in Excel
      4m 16s
  3. 20m 4s
    1. Opening, creating, and saving workbooks
      5m 23s
    2. Setting workbook properties
      4m 14s
    3. Creating and modifying workbook templates
      4m 18s
    4. Managing workbooks across multiple versions of Excel
      6m 9s
  4. 1h 2m
    1. Selecting cells and groups of cells
      4m 58s
    2. Copying and pasting cell data
      2m 39s
    3. Entering data using AutoFill and other techniques
      4m 32s
    4. Inserting symbols and special characters
      5m 3s
    5. Creating an Excel table
      4m 43s
    6. Locating and changing data using Find and Replace
      4m 57s
    7. Restricting input using validation rules
      4m 42s
    8. Using lists to limit data entered into a cell
      2m 32s
    9. Sorting worksheet data
      3m 2s
    10. Creating a custom sort order
      3m 54s
    11. Filtering worksheet data
      4m 6s
    12. Inserting, moving, and deleting cells and cell ranges
      3m 50s
    13. Splitting and freezing rows and columns
      3m 51s
    14. Managing worksheets
      5m 28s
    15. Creating, editing, and deleting headers and footers
      4m 41s
  5. 1h 17m
    1. Introducing Excel formulas and functions
      3m 17s
    2. Adding a formula to a cell
      4m 0s
    3. Introducing arithmetic operators
      4m 13s
    4. Using absolute and relative cell references
      6m 29s
    5. Controlling how Excel copies and pastes formulas
      6m 5s
    6. Referring to Excel table data in formulas
      2m 3s
    7. Creating an AutoSum formula
      3m 22s
    8. Summarizing data on the status bar
      2m 22s
    9. Joining text in cells with concatenation
      3m 59s
    10. Summarizing data using an IF function
      6m 21s
    11. Summarizing data using SUMIF and other conditional functions
      5m 41s
    12. Creating formulas to count cells
      2m 37s
    13. Rounding cell values up and down
      4m 55s
    14. Finding data using VLOOKUP and HLOOKUP
      6m 33s
    15. Auditing formulas by identifying precedents and dependents
      3m 25s
    16. Managing Excel formula error indicators
      4m 42s
    17. Managing scenarios
      4m 59s
    18. Performing Goal Seek analysis
      2m 31s
  6. 45m 48s
    1. Applying fonts, background colors, and borders
      6m 7s
    2. Applying number and date formats to cells
      7m 1s
    3. Managing text alignment
      3m 56s
    4. Copying cell formats
      4m 2s
    5. Managing cell styles
      3m 16s
    6. Managing Office themes
      3m 31s
    7. Creating rule-based conditional formats
      3m 54s
    8. Defining Top 10 conditional formats
      4m 19s
    9. Defining data bar, color scale, and icon set conditional formats
      6m 6s
    10. Editing, ordering, and deleting conditional formats
      3m 36s
  7. 36m 55s
    1. Creating bar and column charts
      5m 26s
    2. Creating pie charts
      2m 32s
    3. Creating line charts
      4m 34s
    4. Creating XY (scatter) charts
      1m 49s
    5. Creating stock charts
      4m 11s
    6. Changing chart types and layouts
      2m 22s
    7. Changing the appearance of a chart
      4m 25s
    8. Managing chart axes and numbering
      2m 51s
    9. Adding trendlines to charts
      4m 14s
    10. Creating sparkline charts
      4m 31s
  8. 18m 39s
    1. Importing data from comma separated value (CSV) or text files
      4m 20s
    2. Connecting to an external data source
      2m 22s
    3. Using hyperlinks
      6m 1s
    4. Including an Excel workbook in another Office document
      3m 5s
    5. Linking to an Excel chart from another Office program
      2m 51s
  9. 26m 21s
    1. Creating and formatting shapes
      3m 10s
    2. Adding and adjusting images
      5m 38s
    3. Cropping, compressing, and removing image backgrounds
      4m 46s
    4. Creating SmartArt graphics
      5m 7s
    5. Creating WordArt
      2m 34s
    6. Aligning and layering objects
      5m 6s
  10. 29m 51s
    1. Introducing PivotTable reports
      3m 47s
    2. Creating a PivotTable report
      4m 37s
    3. Pivoting a PivotTable report
      3m 18s
    4. Managing subtotals and grand totals
      3m 23s
    5. Summarizing more than one data field
      1m 34s
    6. Changing the data field summary operation
      2m 40s
    7. Changing the data field number format
      2m 27s
    8. Filtering a PivotTable report
      2m 46s
    9. Applying a PivotTable style
      2m 20s
    10. Creating and editing styles
      2m 59s
  11. 26m 47s
    1. Checking spelling
      3m 32s
    2. Setting AutoCorrect and automatic Replace options
      3m 59s
    3. Managing workbook comments
      3m 40s
    4. Tracking and reviewing changes
      5m 12s
    5. Printing a worksheet or workbook
      3m 44s
    6. Setting and removing print areas
      2m 31s
    7. Exporting to other formats
      1m 33s
    8. Protecting a workbook
      2m 36s
  12. 23m 52s
    1. Running an existing macro
      4m 56s
    2. Recording a macro
      3m 56s
    3. Recording a macro using relative references
      6m 15s
    4. Renaming, viewing, and deleting macros
      2m 58s
    5. Adding comments to a macro
      2m 43s
    6. Turning off screen updating in a macro
      3m 4s
  13. 1m 1s
    1. Additional resources
      1m 1s

Watch this entire course now—plus get access to every course in the library. Each course includes high-quality videos taught by expert instructors.

Become a member
please wait ...
Excel for Mac 2011 Essential Training
6h 32m Beginner Oct 26, 2010

Viewers: in countries Watching now:

In Excel for Mac 2011 Essential Training, author Curt Frye gives a comprehensive overview of Excel, the full-featured spreadsheet software from Microsoft. The course covers key skills such as manipulating workbook and cell data, using functions, automating actions, printing worksheets, and collaborating with others. Exercise files accompany the course.

Topics include:
  • Customizing the Ribbon
  • Formatting worksheets, cells, and cell data
  • Sorting and filtering data
  • Working with formulas
  • Detecting formula errors
  • Creating charts
  • Importing data
  • Inserting objects and graphics
  • Using PivotTables
  • Recording macros
  • Sharing workbooks
Subjects:
Business Spreadsheets
Software:
Excel Excel for Mac Office for Mac
Author:
Curt Frye

Customizing the Ribbon

When the Excel 2011 product team designed the Ribbon user interface, they brought groups of users into their testing labs to see how well it worked. The team changed the design based on that feedback, and ended up with the configuration you see here. Designing a program such as Excel, which is used by millions of people, means the team had to make compromises when they decided to where a command should go. If you like, you can modify the Ribbon to meet your needs. One way to change the Ribbon is to minimize it, in other words to show only the tabs of Home, Layout, Tables, and so on. To do that, you can quickly the Minimize Ribbon button here at the right side of the Ribbon, and now you get an additional four or five rows on your screen.

If on the other hand, you want to redisplay the Ribbon, you can click the button again, and it reappears. Another way to manage the Ribbon is to change the order of its tabs. For example, let's say you're editing a workbook that contains a chart. If you prefer to have the Charts tab all the way to the left, then you can change its position. To do that, you click the Ribbon Preferences button here on the right side of the Ribbon and then click Customize Ribbon Tab Order. When you do, the Ribbon changes. So, for example, you can see that each of the tabs, in this case Review, has three vertical bars and also what looks like a close button, and in fact that is a close button.

If I were to click that close button, then the Review tab would be hidden. It's not deleted; you can still get it back, but it's just been hidden for the moment. If I want to reset the Ribbon to undo the changes that I've made, I can click the Reset button here, and everything comes back, and I move out of editing mode. Okay, so let's go back to changing the Ribbon Tab Order, customizing the Ribbon Tab Order. These three vertical bars allow you to drag one of the Ribbon tabs to a new position. In this case, we wanted to move Charts over to the left, so we can move it here, past Tables, past Layout, and Home will always stay at the left, because that's the most commonly used, and now you've reordered the Ribbon.

So, instead of having to move all the way over to the right to find the Charts, you can just click it here. When you're done changing the Ribbon this way, changing the order of the tabs, you can click Done and the Ribbon takes on its new configuration. You can also control your Ribbon's Preferences by opening the Preferences dialog box to the Ribbon page. To do that, click the Ribbon Preferences button again and then click the Ribbon Preferences menu item. And remember, anytime you see three dots, or an ellipsis, at the end of a menu item, it means that you'll open a dialog box.

There are a lot of options on the Ribbon page of the Preferences dialog. I'll just go through a few of them, the ones that are the most important and that you'll use the most often. For example, if you want to get rid of the Ribbon entirely, instead of merely minimizing it, you can clear the Turn on the Ribbon check box and then click OK, and the Ribbon goes away entirely. I do not recommend doing this unless you have some compelling reason to do so. There are some commands that are only available through the Ribbon; they're not available through the menu system or the toolbar.

So that means you're limiting the possibilities of what you can do with the program. To bring the Ribbon back, you can go to Excel, click Preferences, and then, within the Preferences dialog box, click Ribbon to redisplay the Ribbon page of the Preferences dialog. Then you can check Turn on the Ribbon, and as soon as you click OK, the Ribbon will come back. So what are some other options that you can use? One option, that if you prefer, you can hide group titles; where before we had a group title such as Font or Styles or Formats, if you check this box, then you'll hide those titles.

Again, it's a matter of personal preference. I choose to leave them there, because it helps me find the commands that I'm looking for. You can also customize the color of the Ribbon. So, for example, if you want to change the color from green to graphite, which is more of a gray, you can change its appearance by clicking this button here and selecting which of the two color schemes that you're looking for. I'll leave it on Graphite for the moment and when I do, the Ribbon is restored, and it has its new color, and again, this is all a matter of personal preference. I believe the Ribbon helps new Excel users discover what the program can do and find what you need quickly.

If you want to change how the Ribbon looks or change the order of its tabs to fit the way you work, you can do so quickly. Please do take some time to work with the program as it is before you start changing things. You might discover the program works just fine.

Find answers to the most frequently asked questions about Excel for Mac 2011 Essential Training.


Expand all | Collapse all
please wait ...
Q: Where can I learn more about Excel formulas?
A: Discover more on this topic by visiting Excel formulas on lynda.com.
 
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.
Upgrade now


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

join now Upgrade now

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel for Mac 2011 Essential Training.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.