It is very easy to customize Excel ribbon and save time. You can make a new ribbon or modify an existing one with new group of commands. This can be a huge productivity boost for people using MS Office applications.
How to create your own ribbon in Excel 2019 / 365 / 2016 / 2013 / 2010:
Customizing ribbon is as simple as customizing your coffee at Starbucks.
- Right click on ribbon area and select “customize ribbon” option.
- Now, add a new tab (or group or both) – see below for illustration.
- Add a few commands (or buttons) to your new ribbon
- Click ok and you have a sparkling new ribbon ready.
10 things you should know about ribbon customization
This is how the customize Excel ribbon screen looks.
I have highlighted 10 items on the screen. Read thru below 10 points to master ribbon customization.
- Use New Tab button to create a new ribbon tab.
- Use New Group button to add a new group of commands to an existing or new ribbon.
- Rename button helps you to change the name of an existing custom group or tab.
- Once you add a group / tab, you have to select it to add items to that group / tab.
- You can choose the type of commands you want to add to your ribbon tab / group. You can also add any macros as well (sweet!).
- Now select the command you want to add to your group
- Click on “Add” button to add the command to your ribbon tab / group.
- You can use “Remove” button to remove any commands from custom tabs / groups.
- Use the up / down arrow buttons to move your ribbon tab / group up or down. (For eg. you can move your custom tab to first, ie before home tab).
- You can export your ribbon customizations and re-use them in other computers (both ribbon and QAT settings will be exported).
Ribbon and QAT Customization – Few Tips:
Use “Hide Command Labels” option to shrink your ribbon groups
See the below illustration to understand what I mean.
Customize tool ribbon tabs to save a ton of time:
By default, when you go to “customize ribbon” screen, you only see main tabs. But you can also customize tool specific tabs. For eg. I use only a handful of chart formatting options and all of these are spread across 3 different tabs – design, layout and format. So I combined all the options I use regularly to come up with a simple ribbon tab like this:
As you can guess, the above ribbon tab appears only when I am formatting a chart.
Add groups of commands to QAT:
You can now add a group of commands (for eg. all alignment options) to Quick Access Toolbar to improve your productivity.
Minimize ribbon with a click:
Press the ^ icon you see next to help icon to instantly collapse / expand ribbon. You can also use CTRL+F1 keyboard shortcut to do the same.
Export Ribbon Settings
In 2010 and later you can Export your Ribbon & QAT to a file that can be imported to another computer, or after reinstalling Office
In the Options dialog > Customize Ribbon (or Quick Access Toolbar) options > Import / Export button at bottom of both dialogs.
Ribbon Customization Gotchas!
While ribbon customization is a great move ahead for Excel in particular and Office apps in general, there are a few gotchas. Beware of the following to avoid un-necessary troubles.
- When you add a group or tab, excel doesnt ask you for a name. Make sure you click on “rename” button to change the name to something you remember.
- You cannot add commands to an existing excel defined group. You can however add groups to existing ribbons.
- Even if you try to make a group with exactly same commands, the group may look different.
- The ribbon and QAT customizations you do are local to your installation of excel only. You have to export the customizations and import them before they work on other comps.
What is your opinion about ribbon customization?
I am very happy to see the possibilities of ribbon customizations. It can improve productivity and simplify a lot of things.
What about you? How are you planning to customize your ribbon? What tips and ideas you have to share with us? Please tell me using comments.
63 Responses to “To-do List with Priorities using Excel”
Very useful, you always give us good ideas for our excel files. Thanks
I've been working on calendars leagues. If you must watch a bit on my blog. http://economiaemergente.com/
EXCELLENTE!!!!
Needed .. thanks for sharing
[...] To-do List with Priorities using Excel [...]
Excellent spreadsheet. Nice work.
Ciao Peppe!, Tante grazie per compartire il tuo eccellentissimo lavoro in Excel. Tu hai a web blog? - Grazie Chandoo per la publicazione.
Hello Peppe, Thank you so much for sharing your most excellent work in Excel. Have you a web blog? - Thanks Chandoo for publication.
Hi Jose,
tanks for your appreciations and tks to Chandoo for publishing
my little job. it's a pleasure for me to be mentioned on my guru's blog.
Just to reply to Jose, I don't have a blog, but if you want to share some ideas or need some help don't hesitate to contact me also on twitter like @peppinogreco.
Regards
Peppe
Hi Peppe!
Thank you for this very useful excel spreadsheet!
Great!
I've learned a little bit of VBA during the last year, and get addicted to it, but sometimes, it makes us forget how powerful excel is, without macros.
Nice post!
Cauê
Hi Chandru,
A very good post. Though I had been reading your posts for a longer time, did not post any questions so far except for wishing and appreciating.
I have a question here. I had attempted to do something on my own (a little R & D) on the new year resolution template itself. However, I could not do it fully. Thankfully, you had provided the link for each step , which was exactly what I was looking for 🙂
I had done with the check boxes and also conditional formatting. I am glad indeed. I am able to highlight a row when a check box is checked. However, the value of the checkbox gets printed in the same cell which it was linked to. How can I avoid it ? I could not see it in the sample excel files you had provided.
I appreciate your help in this.
Cheers,
Raghavan alias Saravanan M
Jeddah | Kingdom of Saudi Arabia
Hi Raghavan... Thanks for your comments and I am glad you are trying to build this on your own. There is no way we can avoid printing the check box value in linked cell. If you do not want to see "TRUE or FALSE" in a cell, you do one of the following.
Dal Messico grazie tanti Peppe.
A great idea, thanks for shearing it with all of us.
Daniel
Lovely idea - downloading now.
What software is used to create the animated gif of the template in action? Love to replicate to simple demos on my site.
Cheers
Glen
@Glen
Chandoo uses Camtasia Studio to make the animated GIF's
You can read what else Chandoo uses here: http://chandoo.org/wp/about/what-we-use/
Cheers
I should have checked first.
G
Still defeated.
What I am looking for is the TORN edge effect as applied to the screen capture. I can see how to do this for captured images, not vidoes.
I wonder if they are post processed in some way?
Cheers
G
Sorted.
Capture white screen with torn paper edge with SnagIT
Make the inner of border transparent (Photoshop)
Add the image as an overlay in Camtasia.
Sorry to hijack an Excel thread with this - its been bugging me for a while.
G
Raghavan
I just make the font white for the cell linked to the checkbox or if you have shading applied then font colour = shading so its there but is not seen or printed.
John
Excellent! Thank you very much.
Excellent thanks!
Happy New Year.
Looks simple but excellent. Never knew you could do this without VBA.
Thanks Pepe
good day,
Please, how can I create a chart with scroll bar that is also dynamic in PPT.
I created the chart in Excel, but I need this information to be presented dynamically in powerpoint and when I put the bar rolls loses functionality. please can you help me?
Come nella migliore tradizione:grandi ma semplici idde dall'Italia.
bravo Peppe
This was outstanding. I have had two bosses give me to-do lists that I was very unhappy with. I went and added 15 more lines to this and it was really easy to so with a little reformatting and changing some links. THANKS!!!
Thanks. really usuful. Will be waiting for such thing in future.
Great tutorial! It would be interesting if someone could explain how to do the chart with detail: how to insert the values of the horizontal axis, to create the horizontal bar (the outlines) and the bar itself, etc
Hi Juan...
See this page for a tutorial on the chart - http://chandoo.org/wp/2009/12/17/quick-thermometer-chart/
[...] To-do List with Priorities using Excel [...]
Good Concept!
Downloaded it but, my Excel 2007 hangs and I have to recover it few times. Finally it opens but, everything is distorted.
Am I doing something wrong?
-DJ
Interesting idea.
You give e new way to track my actual planning.
But instead of using thermometer in this case, we can use a simple bar chart , with data is the total done.
Reasoning for that, with thermometer, you have to format all the small part of data with the same color. If you have more than 10 parts, it will take your time to finish.
I tested and it shown the same.
I'm searching for How to automatically add check box link to a new cells when we add new item?
Thanks for your interesting idea.
Thank you Peppe & Chandoo for sharing an awesome idea.
How do i increase the list ? I cant just drag down can I ? the check boxes perform the same way
VERY EXCELLENT THANK YOU VERY MUCH.
How do you increase the list? Formatting of the check boxes and shading etc does not copy correctly if using copy and paste or dragging cells down...
Thanks for this useful to do list.
I have the same question as TADOVN. This blog doesn't properly give instruction on how to add new task row. Following are my queries.
1) How do I add a new row?
2) If I copy paste the last row to create a new row, the check box get duplicated, i.e. if I click on the new check box on the new row, the previous check box also gets checked.
So the simple question is.. how do I add a new row so that it behaves the same way as other rows?
Thank you very much! Great to do list template.
Thanks for the template.
From an NGO organisation in Malaysia
Will someone please answer the question about how to add additional rows to this list? I love it, but this is a fatal flaw, as I frequently have many more tasks.
Thank you!
Below is how I added additional rows:
1) Select both columns H and N, right clicked, and clicked Unhide to reveal the formulas.
2) Select row 12 on the To Do List, copy it, and insert it below in the next row.
3) Change the 12 in cell C22 to a 13.
3) Drag your mouse and copy the formulas from cells I15, J15, and K15.
4) Paste the formulas below in cells I16, J16, and K16.
5) Right click on the check box in cell F22.
6) Click Format Control.
7) Click the Control tab.
8) In the Cell Link box, change the I15 to I16.
9) Repeat the steps above. (Change I16 in the Cell Link box to I17...I17 to I18, etc.)
10) If you are not seeing Format Control when you right click the check box, you need to make the Developer Tab available.
Leah,
If you follow my previous instructions, you still may need to go back and change the formulas in column K. They calculate the priority weights and go in consecutive order as you go down the column:
IFERROR(1/E10,0)
IFERROR(1/E11,0)
IFERROR(1/E12,0), etc.
Some of you who are more Excel savy may be able to figure out how to copy the formulas quicker. This is just the way I figured it out.
Thank you Dennis; I will try that!
I am sure I would love this and it will help me to accomplice my tasks efficiently . Thanks Buddy
How would I be able to delete one of the row (not use 6 for example) so it won't calculate it with the progress?
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Thank you so much for this post. I took me a bit to figure out how the checkboxes link to the rest of the sheet, but now that I've got it I've created a new page for every day so I can track tasks going forward. I've also added work tasks side-by-side with personal tasks. Once I did that I also thought it would be neat to see how productive I am week over week so I added a nice summery page. The summary builds on the percentage completion for personal and work tasks.
Love this template - so versatile and yet simple.
My next project is to get standard weighting for certain tasks so I don't have to keep remembering them.
Cheers,
Victor
I like this template. I may modify how the checkboxes work though for a couple reasons:
1) It's a pain to add more rows. If I want to add 10 more rows, it appears that I have to re-point each new object to the appropriate link-cell. Otherwise, they all point back to the copied row - checking one causes all of them to check.
2) I can't group and collapse rows in the checklist without all the objects stacking together and remaining visible in the lowest non-collapsed row. With a simple "x", this would be ok.
One solution would be to have a simple "x" instead of a checkbox object. I could just use an "x" to mark complete, and make the TRUE/FALSE based on an If formula (If "x" then TRUE; otherwise FALSE).
I downloaded the file, but it is a ZIP file with several subfolders and xml files. There is no workbook here. How do I open this in Excel?
thank you for the help and excellent ideas you share.
@Kris
Yes, Excel files are special Zip files that actually contain a number of files including your data
If the file opens like that save it locally as a *.zip file and rename it to a *.xlsx file
Open with excel normally
How do you change the color when it is completed....I have multiple companies and need to color code this template.
Thank you.
@S.F
Use Conditional Formatting
Hello! I have added additional rows, fixed it so that the check boxes work individually, AND made it so that the #% changes when each box is checked -- however the status bar won't move past the midway mark.
Any ideas on how I can get the progress bar to fill up the entire way once the list is complete?
If you right click the status bar, select 'Select Data' and go to 'Chart Data Range' and revise to include your expanded range. The bar chart colors may default to a predefined style. Right click the chart to reformat the Chart Area.
Or, to change the bar colors, I populated all rows w/ activities and rank and then left clicked the bar chart color that I wanted to change - went up to the ribbon under the home tab, selected the new bar color from the fill color dropdown.
Love the instant gratification of the status bar! Genius!
Thank you so much, what a great tool! God bless you for doing this for free!!
Awesome
Nice to show power of excel.
Over in the Chandoo.org Forums, Asshu has updated this witha VB Interface
Have a look and use if from: http://chandoo.org/forum/threads/to-do-list-vb-interface.28973/
Dear All,
There are good job done here & its very helpful for all.
God Bless You to you all for your valuable working.
Regards,
Chirag
Hi guys,
I've added additional rows, but the percentages in the thermo-meter don't reflect this when the boxes are checked. I'm lost with how to change this, so any assistance would be greatly appreciated!
Jake
@Jake
Can you please ask the question on the Chandoo.org Forums
https://chandoo.org/forum/
Please attach a sample file to simplify the solution
Hi Chandoo, how you do it for all this check list. it is using Excel VBA, I am not good it that.. still leaning part. and I was trying to figure out. Trying to understand all vba code and meaning and when I use which code.
do you have any guide line on this, i mean. Exp: dim is what, string etc:
for all this checking list does need to use VBA?
Thankyou
Peggy