Join Dennis Taylor for an in-depth discussion in this video Using the Quick Access Toolbar and ribbon menu, part of Excel Essential Training (Office 365).
- [Instructor] Excel's menu system at the top of the screen consists of a series of tabs, home, insert, page layout, et cetera. And below that, a bunch of icons, and sometimes we call these commands too. The entire menu system is referred to as the ribbon. And actually a part of it, although sometimes we think of it as being somewhat isolated, above this, is something called the quick access toolbar. At the moment it's quite small. We'll talk about that in a bit. As you work with Excel you need these buttons often. Now you certainly don't need every one of them. Some of these you'll never use.
The home tab is likely to present on your screen much of the time. As we work with data there's bold, italic, lots of buttons here. As I click insert, we'll see a whole new series of buttons. And in some of these you can just see by the names of what they involve. Pivot tables, these chart icons here, something called spark lines filters, lots of choices there too. Page layout as the name suggests, suggest printing perhaps, getting ready for printing. Formulas has of course a lot to do with formulas and how we use them and track down by way of auditing.
Built-in functions, there are over 450 of them in Excel are referred to on these various buttons here. And many of you will be using these a lot. The data tab has a lot to do with data management tools, foremost of which is sorting. A lot of people will be doing filtering as well. And some other tools over here, like an exciting feature called flash fill. Another one for getting rid of duplicates, that sort of thing. Adding subtotals. The review tab, as the name suggests, spelling check for example. We can protect worksheets out here, workbooks if we wish.
There's a view tab for changing the way that we see the data. Add-ins you might or might not use. Ignore that one for the moment. And an expanded help system with lots of opportunities for tracking down information on something you need to know. The one tab here that's quite a bit different from the others is the file tab. This takes us into what Microsoft calls a backstage view. It has more to do with the externals. How we open and close and save files. You also notice that print is in here as well too. And as you make choices here of course the screen will change.
If you want to go back into the standard display of Excel we either press escape or that leftward arrow at the top of the screen. The quick access toolbar up here is designed for you to modify if you wish. It's got three buttons in it initially, a save, an undo, and a redo. But the idea is, for certain buttons that you might use often so that you don't have to go to a particular tab to find them, you can also make a copy of them and put them on the quick access toolbar. So an example, I'm going to click insert here. Suppose I work with pivot tables a lot.
I want that button on the screen here all the time. I don't have one so I have to go to the insert tab necessarily to get it. I'll simply right-click a pivot table and you can do this with any button here. Right-click, add it to the quick access toolbar. So the next time I'm working with my data, I might be on the home tab doing some formatting there. I might be on the data tab doing some sorting. But if I want to get to pivot table, it's right there, it's always going to be there. And you'll find that you'll want to place certain other buttons up there as well too. If at a later time you say, you know I don't use that very much, you can certainly right-click it and remove it.
That's going to be very handy as you work with Excel. So once again, without getting intimidated, recognize this is a powerful set of features here. We refer to this as the ribbon, tabs on top of icons, and you'll be using many, many of these, particularly on the home tab.
- Working with the Excel interface
- Entering data
- Creating formulas and functions
- Formatting your data
- Adjusting rows and columns
- Finding and replacing data
- Inserting and deleting sheets
- Sorting and filtering data
- Creating charts and PivotTables
- Printing and sharing worksheets
- Protecting worksheets and workbooks
Skill Level Beginner
Q: This course was updated on 1/7/2019. What changed?
A: A new video was added that covers working with Excel Ideas.