Customizing the Office 2010 Ribbon

by VBA Consultants Ltd 17. June 2011 03:02

The biggest change in Microsoft Office 2007 was the replacement of the familiar menu/toolbar structure with ‘the ribbon’. This change was so radical that many corporations did not switch to Office 2007 in order to avoid the massive retraining costs. The most common complaint from users that had to switch to Office 2007 was “I can no longer find the commands that I used to know by heart.”

One of the useful features of Office 2010 is the ability to modify the ribbon. By modifying the ribbon you can place the icons for your most used Office commands into a separate (i.e. new) tab, or you can add a group to an existing tab. You can even group the icons in a manner similar to the out-of-the-box ribbon. You also have the ability to stop the display of one or more of the built-in tabs.

NOTE: this example uses Word for demonstration purposes. The procedure is similar for the other Office 2010 programs which use the ribbon. Although the procedure is similar, the customization only applies to the Office application in which you are working - Word in our example.

To start the customization click the File tab in Word and then click the Options command as shown below.

This will display the Word Options dialog box. Click Customize Ribbon in the left panel to begin editing the ribbon. The check marks in front of the ribbon tabs allow you to turn off/on the display of the standard tabs. You can also re-order the standard tabs by using the up/down arrows along the right side of the dialog box. {It's ironic that you are using up/down arrows when in reality you are re-ordering the tabs left/right.}

Notice the two buttons named New Tab and New Group. Clicking the New Tab button will result in the creation of an additional tab in the ribbon. Clicking New Group allows you to add a group of icons to either an existing ribbon tab or a customized tab. Our example constructs a new tab with three groups. Clicking the New Tab button creates the tab and assigns a default name to it as shown below. A new group, also with a default name, is created since each ribbon tab needs at least one group.

To change the name of the tab or the group, click on it to select it and then click the rename button. Enter the name that you want and click the OK button.

The dialog box for renaming a group is slightly different.

Selecting an icon for a group name does not do much. However, you can change the icon for any command in your custom group, including the icon for a default command. You can add/rename groups as needed by clicking the New Group button in the dialog box. For our demonstration we created the groups VBA File, VBA Printing, VBA Font.

To add commands to your groups, find the command in the left-hand listing and click it once to select it. Click the group name in the right hand box once to select it. Once the command and group are selected, click the Add >> button to put the command into the group. If you make a mistake, you can click the << Remove button to remove the icon from the group. Continue adding icons to the groups. Our example tab/groups look like the following when we are finished adding commands.

After clicking the OK button on the Word Options dialog box your new tab should be displayed as shown in the next screen shot.

Other customization tasks include re-ordering groups within a tab, removing groups from tabs, and renaming default tabs and groups. Do not panic if you begin experimenting and find that you have ‘inadvertently’ turned the application's ribbon to trash. You can correct your mistakes by clicking the Reset button on the Word options dialog box.

You can either reset the selected ribbon tab or all of your customizations. Reseting all customizations also removes any customizations that you did to the quick access toolbar.

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Customize the Office Quick Access Toolbar

by VBA Consultants Ltd 3. June 2011 03:14

The Quick Access Toolbar (QAT) was Microsoft's attempt to appease users of Office 2003 for the replacement of the menus/toolbars with the Ribbon that debuted in Office 2007. The QAT allowed users to add their favorite command shortcuts to one location rather than having to search the ribbon for commands that were no longer in the expected location. The QAT is the series of icons that are (by default) displayed above the tabs of the Office ribbon. The default QAT for Word 2010 is shown below.

To add the commands that you need to the QAT, click the drop-down arrow at the right end of the QAT and select More Commands from the menu. NOTE: Although our example is using Word, the procedure is the same for all Office applications that have the QAT.

This will open the Word Options dialog box as seen in the next image. NOTE: this post uses images from Office 2010. The dialog boxes look slightly different in Office 2007.

The left drop-down allows you to narrow the area from which you wish to choose a command. Use All Commands for a comprehensive list.

The right drop-down allows you to customize the QAT for all documents, or just the current one. This could be very useful if a document that you use on a regular basis requires special commands.

The basic procedure is to select a command from the left pane and move it to the right using the Add >> button. Do not to forget to add the Separator to add vertical bars to the QAT. Use the << Remove button to remove commands from the QAT. The up/down arrows along the right side of the dialog box can be used to arrange the icons left-to-right.

The QAT will be look like the following after clicking the OK button on the previous dialog box.

You can go through the procedure again to make any additional modifications. You can also erase all of your customizations and start from scratch if you click the Reset button on the options dialog box.

 

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