Adding Commands to the Toolbar in Excel To get more tools, you have the option to customize the Quick Access Toolbar simply by adding the commands. Click on the downward-facing arrow at the end of the Toolbar in Excel. A pop up will be shown as Customize Quick Access Toolbar.

1. Customize Quick Access Toolbar Excel Mac
2. Customize Toolbar Excel
3. Customize Quick Access Toolbar Excel
4. Customize Quick Access Toolbar Excel
5. How To Customize Toolbar Excel

• Steps to create a custom toolbar and add the macro to a button in 2007 and earlier. Start th Project client. On the Tools menu, point to Customize, and then click Toolbars. On the Toolbars tab, click New, and then type a name in the Toolbar name box. For example, type CustToolbar1, and then click OK. Click the Commands tab.
• Choose View Toolbars Customize to open the Customize dialog box and then click the Toolbars tab and then click the New button to open the New Toolbar dialog box, shown in below. Enter your name for the custom toolbar in the Toolbar Name text box and then click OK. Excel adds the custom toolbar's name to the Toolbars list box in the.
• You can customize the Quick Access Toolbar (QAT) in Excel so that you add icons to run your macros, or commonly used tasks and tools. Just follow the 8 steps below, it shouldn't take you more than 5 minutes, if that. You can also modify the Ribbon to show custom tabs, groups and icons for your own macros and commands.

Most of the blog posts that deal with customizing the toolbars on Microsoft Office products are written for PC users. Now that MS Office has become the standard for office applications on the Apple Macintosh OS, too, let’s discuss how to customize the Excel toolbar on a Mac. Please note that these instructions are for the Office 2016 version of the software.

Add/Remove Commands to the Ribbon Toolbar

To access the configuration screen for the Ribbon toolbar, open a new workbook in Excel and then go to the Preferences menu and select Ribbon and Toolbar. The screen that comes up is of the double list box variety. If you’re unfamiliar with this type of screen, basically you have two boxes with buttons in between them that have arrows facing in opposite directions. You can move items in either of the lists back and forth to the other by selecting an item from the list you want to move the command from and then hitting the arrow button of the direction you wish to move it to.

You can also change the order in which the commands appear by dragging them up or down the list as you wish. There are also drop down list controls at the top of each box so that you can select which category in the toolbar that you want the command to come from or go to. This gives you the most flexible interface for customizing the ribbon toolbar any way you desire. Below is an example image of the Ribbon Toolbar configuration screen.

Adding/Removing Toolbar Tabs or Groups

By default, when you open the toolbar configuration screen, it opens with a list of the main tabs in the right-hand box and a list of available commands in the left-hand box. To access the other tabs, you can select another category from the Customize the Ribbon drop down list. If you want to create your own tabs or groups that contain a custom list of commands, you can create a new tab by clicking the + button at the bottom of the Ribbon Customization list box and selecting New Tab or New Group from the context menu that appears.

If you decide that there are too many tabs and they are cluttering up your user experience, then you can select the tab you want to go away and then select the – button at the bottom of the Ribbon Customization list box. If you want to rename the tab or group, select it in the list and then can click the gear button to the right of the – button. This will give you the settings context menu that will allow you to make changes.

Quick Access Toolbar Customization

If you wish to configure the Quick Access Toolbar, which is the one at the very top left-hand corner of the application, you need to select the Quick Access Toolbar option on the right of the toolbar selection bar. Then you can select from the commands list box on the left and add any commands that you use consistently.

The Quick Access Toolbar is designed to house commands that you can access quickly without having to hunt for them inside other toolbars, tabs, or groups. This toolbar is for things like saving and printing and other regularly used file commands. You can even create custom macros and commands and add them to the Quick Access Toolbar or Ribbon Toolbar if you like.

Being able to customize the Excel toolbar on a Mac is a little different than on a PC, but Microsoft has made great strides in making the applications more consistent, robust, and easier to configure for both platforms. They’ve worked on making them look and behave similarly, too, since now most people use both platforms. This is very different from 10 years ago when most people were in either one camp or the other.

No matter which platform you use, you can always benefit by getting trained on Microsoft Office. Explore the many training classes offered by ONLC today.

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Note

Office 365 ProPlus is being renamed to Microsoft 365 Apps for enterprise. For more information about this change, read this blog post.

Introduction

This article describes how to create a custom macro, and toolbar/ribbon that contains buttons to run macros). Additionally, this article describes how to deploy the custom objects to either the local global template (Global.mpt) or the enterprise global template if using Project Server. This allows the custom toolbar/ribbon to be available to all users of Microsoft Office Project clients whether users connect to Microsoft Office Project Server or use standalone Project clients.

More Information

When a project is opened it uses information in the local file, as well as the global template file, to set defaults for the plan. The global template filecontains, views, reports, modules (macros), tables, filters, calendars, maps, fields, and groups (Toolbars are available in Project 2007 or earlier global template files but not 2010, the ribbon was introduced in 2010). Your project plan will use the defaults from the global template unless you create new or modify the existing objects . Customized objects are stored to the local project unless you take steps to copy the information to the global file. This global template can be shared with other Project client users, either by sending them the global.mpt file to save locally or share it via a network location.

When an enterprise project is opened from Project Server, the enterprise global template settings are applied to the project. After the enterprise global template is applied to the project, any items in the local global file that do not have the same names as the items in the enterprise global template are also applied to the project file. Therefore, if you created a custom view, table, or filter that has the same name as an item in the enterprise global template, you are prompted to rename or overwrite the custom item. The error message you receive is similar to the error below:

'The Enterprise Global already contains a (an object such as a view, table, calendar, etc.) named '<ObjectName>'. Rename or Replace.'

Renaming the object will resolve the issue and allow you to continue to open the plan. Also a second version of the object is retained if needed.

Typically, the enterprise global template takes precedence over other templates. However, the precedence of ribbons, toolbars and menus is treated differently from other items in the enterprise global template. Ribbons, toolbars and menus in the local global file take precedence over ribbons, toolbars and menus that have the same name in the enterprise global template. Additionally, different language versions of ribbons, toolbars and menus in the local global file take precedence over ribbons, toolbars and menu items in the enterprise global template. However, a custom ribbon or toolbar that has a unique name in the enterprise global template file in Project Server will be available to all users of Project.

The general steps used to move customized objects from a local plan into the local global file are pretty straight forward:

1. Create the custom object in your local plan.
2. Open the Organizer which shows the objects in the local global template and the plan side by side.
3. Move the customized object from the plan to the global template and you are done.

These steps will work for all versions of Project through 2010.

However, if you want to add customized objects to the Enterprise Global Template (because you are using Project Server) the Enterprise Global can only be accessed by a user with rights to open the Enterprise Global Template from Project Server Settings. This action then launches Project Professional with the Enterprise Global Template open in memory. You can move objects from the local Global or any open project plan to the open Enterprise Global Template.

To include a custom ribbon tab that has a command button to run a macro in your enterprise global template file in Project 2010, follow these steps:

Steps to Create a custom macro

1. Start Project client.
2. Start a new project. It's name is Project1.
3. On the View tab, click the Macros drop down list, and then click RecordMacro.
4. In the Macro name box, type a name. For example, Macro1 is the default.
5. In the Store Macro in list, click Global file. If you select This Project then the macro is only available in Project 1.
6. Click the other appropriate options, and then click OK.

Steps to copy the module that includes the macro to the local global template if needed

1. On the Info page of the File tab, click the Organizer button ot the left of OrganizeGlobal Template.

   Note: the name of the files currently open will appear at the top of each window. You can change the file to another open file using the drop down lists at the bottom of each window.

2. Click the Modules tab

3. Where you see the module that contains the macro created in the steps above, select it.

4. Between the panes, click Copy, and then click Close.

The global will is automatically saved. The module and macro will now be available to all plans that use this local global template.

Steps to copy the module to the enterprise global template in 2007 or 2010.

Customize Quick Access Toolbar Excel Mac

1. Launch Project Web Access as a user with permissions to modify the Enterprise Global Template.
2. Click Server Settings > Enterprise Global and click the button Configure Project Professional. Project Professional will launch with the Enterprise Global template in memory.
3. Click the File tab, select Info and Manage Global Template.
4. Open the plan where your macro is stored if not already in the Global (+ non-cached enterprise).
5. Click the Module tab and then select the module you wish to copy into the Enterprise Global Template.
6. Between the panes, click Copy, and then click Close.
7. Click the Task tab and then click Save to save the enterprise global template.
8. Exit Project Professional.

Customize Toolbar Excel

The next time a user opens any enterprise plan, the macro will be available.

Customize Quick Access Toolbar Excel

Customize Quick Access Toolbar Excel

Steps to create a custom toolbar and add the macro to a button in 2007 and earlier.

How To Customize Toolbar Excel

1. Start th Project client.
2. On the Tools menu, point to Customize, and then click Toolbars.
3. On the Toolbars tab, click New, and then type a name in the Toolbar name box. For example, type CustToolbar1, and then click OK.
4. Click the Commands tab.
5. In the Categories list, click All Macros.
6. Drag the Macro1 command from the Commands list to the toolbar.
7. Click the newly added macro button on the toolbar.
8. In the Customize dialog box, click Modify Selection.
9. Click Edit button image or Change button image, and then make the necessary changes.
10. Click Close.
11. Open the enterprise global template or the toolbar is saved to the local global template file.
12. With the newly added button selected, click Modify Selection, and then click Assign Macro.
13. Make sure that the macro that you created appears in the Command box. This macro must not be a file-specific macro.
14. Click Close.
15. Exit Project client.