Excel 2010: Real-World Projects
Illustration by Neil Webb

Customizing the Excel 2010 user interface


From:

Excel 2010: Real-World Projects

with Curt Frye

Video: Customizing the Excel 2010 user interface

Kirk Hansel, one of the cofounders of Hansel & Petal, asks his assistant Timothy to manage the company's Excel workbooks. Timothy wants to customize the Excel 2010 user interface to suit his workflow. To do that, Timothy will go into backstage view. To move into backstage view, he clicks the File button, which is new in Excel 2010, and then clicks Options. From within the Excel Options dialog box, he can click Customize Ribbon to display the Customize Ribbon page. The first thing Timothy wants to do is create a custom tab named 'document prep' to bring all the controls he uses in document preparation into the same workspace.

Start your free trial now, and begin learning software, business and creative skills—anytime, anywhere—with video instruction from recognized industry experts.

Start Your Free Trial Now
please wait ...
Watch the Online Video Course Excel 2010: Real-World Projects
25m 0s Appropriate for all Jan 21, 2010

Viewers: in countries Watching now:

In Excel 2010: Real-World Projects, author Curt Frye demonstrates five important new features in Excel 2010. Using real-world examples, Curt shows how Excel 2010 will be a beneficial upgrade for all users. He highlights the improvements in PivotTables and the visual presentation of data. The release of this important business application will give users a number of new ways to review and present information. Exercise files accompany this course.

Topics include:
  • Using Sparklines to summarize business performance
  • Customizing the Excel 2010 user interface
  • Pasting data and formatting with precision
  • Analyzing data with improved PivotTable capabilities
Subject:
Business
Software:
Excel
Author:
Curt Frye

Customizing the Excel 2010 user interface

Kirk Hansel, one of the cofounders of Hansel & Petal, asks his assistant Timothy to manage the company's Excel workbooks. Timothy wants to customize the Excel 2010 user interface to suit his workflow. To do that, Timothy will go into backstage view. To move into backstage view, he clicks the File button, which is new in Excel 2010, and then clicks Options. From within the Excel Options dialog box, he can click Customize Ribbon to display the Customize Ribbon page. The first thing Timothy wants to do is create a custom tab named 'document prep' to bring all the controls he uses in document preparation into the same workspace.

To do that, he clicks to the tab within the list and then clicks Rename so that he can change its name. In this case, he'll change it to DocPrep. Now that he's created his custom group, he can start adding controls to it. If he wants to add controls from an existing Ribbon tab, he can do that by clicking the Choose commands from down arrow and selecting All Tabs. If he wants to add the clipboard item from the Home tab, he can display the items on the Home tab, click Clipboard and then click the Add button. When he does, the clipboard appears on his Custom tab document prep.

He can add other elements as well. For example, he can add the Styles group and from the Page Layout tab, he can add Page Setup and Scale to Fit. If he wants to add any items from the File tab, such as printing, he needs to display the File tab separately. To do that, he clicks the list again and clicks File tab. Now he can go down, click Print and he'll add it to his Custom group. When Excel creates a Custom tab, it adds a single custom group to it as well, so that you can add any commands that you need.

So he clicks New Group, clicks Print, clicks Add and the print controls will appear in his new group. If he wants to change the name of that group, he can click New Group, click Rename and then in the Display name box, type a new name. In this case, we'll just call it Printing and Excel changes the name. Now let's suppose that Timothy wants to run Macros from the Ribbon. He can do that, but he needs to add the control separately. First, he'll add the new group and he'll change that group to the name of 'Charting' and then display the Macros that are available within this workbook.

The macro he wants to use is the only one available, ApplyLineStyle, and the Charting group is still available. Clicks Add and the macro appears where it's supposed to. If he wants to give the ApplyLineStyle macro a new icon on the Ribbon, he can. All he needs to do is click it, click Rename and select a new button from the Rename box. He is done changing the ribbon for now, so he can click OK, and the new tab appears here on the Ribbon. When you click it, you see all of the controls that he added.

If he wants to run the ApplyLineStyle macro, all he needs to do is click a Chart and then click the ApplyLineStyle button and Excel runs the Macro, applying the style that he selected. The ability to record chart-related macros wasn't present in Excel 2007, but in Excel 2010, you can record any chart macro that you like and run it from the ribbon. Now let's say that Timothy wants to change the order of the items that he has on his document prep custom tab. For example, he uses the ApplyLineStyle macro a lot less than he uses the other controls, so he can move that to the far right side.

To do that, he goes back into backstage view, clicking File>Options>Customize Ribbon and then in the list of tabs and groups that are present on the Ribbon, he can click the group he wants to move. In this case, it is Charting. Click the down arrow to move it to the bottom of the group, and Excel makes the change. If he wants to hide this Ribbon entirely, he can, once again, customize the Ribbon and clear the check box next to his custom tab. He can also hide any other tabs that are on the Ribbon.

So let's say that he hasn't been using the Add-Ins or Background Removal tabs. If he clears the checkboxes next to them and clicks OK, they go away. Although Timothy would love to have Excel 2010 provide the almost complete control over the user interface he had in Excel 2003, he can work with the improved Ribbon customization capabilities in Excel 2010. The custom DocPrep Ribbon tab he created makes it easier for him to find the controls he needs when he is preparing a document for distribution.

There are currently no FAQs about Excel 2010: Real-World Projects.

 
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.


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 Already a member? Log in

* Estimated file size

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 2010: Real-World Projects.

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 ?

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 preferences from 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.

Learn more, save more. Upgrade today!

Get our Annual Premium Membership at our best savings yet.

Upgrade to our Annual Premium Membership today and get even more value from your lynda.com subscription:

“In a way, I feel like you are rooting for me. Like you are really invested in my experience, and want me to get as much out of these courses as possible this is the best place to start on your journey to learning new material.”— Nadine H.

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.