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Exploring Excel 2013: Customizing the Quick Access Toolbar and Ribbon, Lecture notes of MS Microsoft Excel skills

Edith Cowan University (ECU)MS Microsoft Excel skills

Instructions on customizing the Quick Access Toolbar and ribbon in Microsoft Excel 2013. Learn how to add favorite commands, explore ribbon tabs and groups, manage files, and more. Also discover how to get started with Excel 2013 and find common tools and commands.

Typology: Lecture notes

2021/2022

Uploaded on 07/05/2022

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Add commands to the Quick Access Toolbar
Keep favorite commands and buttons visible, even when you hide
the ribbon.
Explore commands on the ribbon
Each ribbon tab has groups, and each group has a set
of related commands.
Show or hide the ribbon
Click Ribbon Display Options or press Ctrl+F1 to hide or show
the ribbon.
Manage files
Open, save, print and share your
files. Also change options and
account settings in this view.
Show shortcut menus
Get in the habit of right-clicking
your sheet, chart, or PivotTable data.
Excel will show you commands that
are relevant for your data.
Access other tabs
More tabs appear on the ribbon
when you need them, like chart
or PivotTable tabs.
Zoom in or out
Drag the zoom slider to change
the zoom level.
Get visual cues
Watch for action buttons that
appear in the sheet and anima-
tions that show data changes. Open a dialog box
Click the launcher icon to show
more options for a group.
Change views
Work faster in the right view.
Choose Normal, Page Layout,
or Page Break Preview.
Create sheets
Start with one sheet and add
more sheets as needed.
Show Key Tips
If you’d rather use the keyboard,
press Alt to show keys that let you
access commands on the ribbon.
And yes — the keyboard shortcuts
you’ve used before will still work.
Quick Start Guide
Microsoft Excel 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
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Partial preview of the text

Download Exploring Excel 2013: Customizing the Quick Access Toolbar and Ribbon and more Lecture notes MS Microsoft Excel skills in PDF only on Docsity!

Add commands to the Quick Access Toolbar Keep favorite commands and buttons visible, even when you hide the ribbon. Explore commands on the ribbon Each ribbon tab has groups, and each group has a set of related commands. Show or hide the ribbon Click Ribbon Display Options or press Ctrl+F1 to hide or show the ribbon. Manage files Open, save, print and share your files. Also change options and account settings in this view. Show shortcut menus Get in the habit of right-clicking your sheet, chart, or PivotTable data. Excel will show you commands that are relevant for your data. Access other tabs More tabs appear on the ribbon when you need them, like chart or PivotTable tabs. Zoom in or out Drag the zoom slider to change the zoom level. Get visual cues Watch for action buttons that appear in the sheet and anima- tions that show data changes. Open a dialog box Click the launcher icon to show more options for a group. Change views Work faster in the right view. Choose Normal, Page Layout, or Page Break Preview. Create sheets Start with one sheet and add more sheets as needed. Show Key Tips If you’d rather use the keyboard, press Alt to show keys that let you access commands on the ribbon. And yes — the keyboard shortcuts you’ve used before will still work.

Quick Start Guide

Microsoft Excel 2013 looks different from previous versions, so we created

this guide to help you minimize the learning curve.

How to get started

with Excel 2013

If you’ve been using Excel 2007 or 2010 and are familiar with the ribbon, you’ll want to know what changed in Excel 2013. If you’ve been using Excel 2003, you’ll want to know where to find the Excel 2003 commands and toolbar buttons on the ribbon. We have many free resources to help you learn Excel 2013, including online training. Just click the question mark in the top-right corner above the ribbon to open Excel Help.

Explore the ribbon

If you’ve used the ribbon in an earlier version of Excel, you’ll notice a few changes. The Insert tab has new buttons to help you create charts and PivotTables. There’s also a new Filters group with buttons for creating slicers and timelines. Other tabs appear when you’re working on certain things like charts and PivotTables. Those tabs have also changed to make things easier to find.

Apply features without

the ribbon

In Excel 2013, we’ve placed some frequently used but hard to find commands and buttons within easy reach. When you select data on your worksheet, the Quick Analysis button appears. It gives you quick access to many useful features you may not have been aware of, and lets you preview them on your data before you make them stick.

Better access to chart features

Creating a recommended chart is great way to get started, but you’ll still want to customize the style and show the exact data you need to make it your own. Excel 2013 gives you these options right next to the chart. Just click the Chart Elements, Chart Styles, or Chart Filters buttons to fine-tune your chart. When entering data, you might notice that Excel fills values automatically as it detects a pattern. You’ll get the Flash Fill Options button to make further decisions.

How to work with people

who don’t yet have Excel 2013

Here are some of the things to keep in mind when sharing or exchanging files

with people who are using an older version of Excel.

In Excel 2013 What happens? What should I do?

You open a workbook that was created with Excel 97-2003. Excel opens the workbook in compatibility mode and keeps it in Excel 97-2003 file format (.xls). When you save the workbook, Excel will tell you about compatibility issues if you’ve used new features that aren’t supported in earlier versions of Excel. Keep working in compatibility mode if you’re sharing the workbook with people who don’t have Excel 2013. If you’re not sharing the workbook, convert it to the Excel 2007- file format (.xlsx) to take advantage of all new Excel 2013 features (click File > Info > Convert ). You save your workbook as an Excel 2013 file. Excel saves the workbook in the Excel 2007-2013 file format (*.xlsx) so you can take advantage of all new Excel 2013 features. If you plan to share this workbook with people who use an earlier version of Excel, check the workbook for compatibility issues (click File > Info > Check for Issues ). You can then see the issues and resolve them before you share the workbook. You save your workbook as an Excel 97-2003 file. Excel automatically checks the file for compatibility issues and shows them for any new Excel 2013 feature you used. Assess any compatibility issues and resolve them before you share the workbook.