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Introducing the Ribbon for Mac

From: Excel for Mac 2011 Essential Training

Video: Introducing the Ribbon for Mac

If you used a previous version of Excel for the Mac, such as Excel 2008, you probably noticed that Excel 2011 has a new user interface element. That element, called the Ribbon, appears below the toolbar and above the body of the worksheet. You'll see that here. When Microsoft studied how users interacted with Excel and other Office programs, they discovered that many users asked Microsoft to add features that were already available in their programs. The Ribbon, which displays many of the program's capabilities without requiring you to open a menu, makes it easier for you to find what you're looking for and to discover capabilities you might not have encountered before.

Introducing the Ribbon for Mac

If you used a previous version of Excel for the Mac, such as Excel 2008, you probably noticed that Excel 2011 has a new user interface element. That element, called the Ribbon, appears below the toolbar and above the body of the worksheet. You'll see that here. When Microsoft studied how users interacted with Excel and other Office programs, they discovered that many users asked Microsoft to add features that were already available in their programs. The Ribbon, which displays many of the program's capabilities without requiring you to open a menu, makes it easier for you to find what you're looking for and to discover capabilities you might not have encountered before.

When you first install Excel, the program displays eight tabs, which is the top level of the Ribbon's organization. Those tabs are here. You have Home, which contains the most commonly used commands, such as formatting, copying, pasting, and so on. You have Layout, which allows you to change your page setup, changing your margins, changing it from landscape to portrait orientation, and so on; Tables, which are a new Excel feature in Excel 2011 that I'll get to later; Charts, which allow you to create and manipulate charts; SmartArt, which allows you to create all kinds of colorful diagrams, so, for example, if you want to create an organizational chart, you can do that here.

The commands on the Formulas tab allow you to create common formulas to manage your data so that it makes it easier to create formulas and also to audit your formulas, or to find errors once you've created them. The Data tab allows you to create PivotTables, which are an advanced feature that we'll get to toward the end of the course, and also to create connections to external data sources. And finally, the Review tab allows you to check your spelling, add comments, and interact with other users. Now I'll go back to the Home tab and show you a few other elements of the Ribbon.

Within a Ribbon tab, the commands are gathered together in what are called groups. So, for example, here, you have the Font group. You can change the name of the font that you're using. You can make it bold, italic, or underline. You can change the fill color for a cell and a cell is something like this. So if you wanted to change that color to yellow, you can do that. You can also use what are called galleries, which are selections of pre-existing formatting that you can apply to your cells or other workbook elements. So let's say, for example, that I wanted to apply a style, which is an existing format, to the Cash on Hand Tracking text, which is currently in cell A1.

To do that, on the Home tab, I would go to the Format group and then walk through this gallery. There are two ways to do that. The first is you can use this horizontal scroll button to click and display the styles a bit at a time, or you can display the entire gallery by clicking the expand button here at the bottom and display all the styles that are available to you. You'll see similar galleries throughout the Excel Ribbon. If you want to close the gallery without selecting an option, you can just click the expand button again, and the gallery closes. Many galleries also have a control that you can click to open a dialog box that gives you even more control over the item you're working with.

So, for example, if you want to add a style, you can click the expand button and go down and click New Cell Style. Once that dialog box is open, you can create your style, giving it a name and changing its format. Anytime you see a button or menu item that has three dots at the end of it, that means that clicking that button or menu item will open a dialog box. So if I were to click Format, I would get the Format Cells dialog box. I'll cover this in more detail later; I just wanted to show you how it works. So, to close it, I will cancel and cancel.

There are many elements in Excel which, if you click them, display what is called a contextual Ribbon tab. So, let's say that I have this chart here, which is a visual summary of my running daily balance here. If I click the chart, you'll see that on the Ribbon, I now have two new tabs: Chart Layout and Format. If I were to click Chart Layout, then I would get more controls to cover the layout of my chart, and if I were to click Format, then I get more items that I can use to control my chart's formatting. If I click off of the chart, say, for example back on cell A1, then the chart is no longer active, and the contextual tabs go away.

One last thing that I'll show you is how to minimize the Ribbon. So, for example, if you want to use the screen real estate here in this area to display more rows in your worksheet, then you can go to the right corner here. To minimize the Ribbon, click the caret button here on the right side of the Ribbon, and then to restore the Ribbon, to bring it back, click the button again. Mac Ribbon, as it's called informally, displays more of Excel's capabilities than a traditional menu system. Instead of digging through one menu at a time, displaying a Ribbon tab lets you see many available commands, which makes it easier for you to find the one you need and to discover commands you might not have known were available.

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This video is part of

Image for Excel for Mac 2011 Essential Training
Excel for Mac 2011 Essential Training

100 video lessons · 31054 viewers

Curt Frye
Author

 
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

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