Customize Excel Ribbon for Your Needs

One feature I like about Microsoft Excel is the ribbon. Excel allows you to optimize the toolbar area in several ways. For example, when I need more space or want to be in distraction mode, it hides part of the toolbar. Conversely, it’s easy to show the full version again. In this tutorial, I’ll show you how to customize the Excel ribbon by adding more features such as the Developer tab or popular commands.

What is the Excel Ribbon

Microsoft introduced the ribbon with Office 2007. It replaced menus and toolbars with a new interface that provides the same functionality. Within the toolbar, you have contextual elements:

  1. Tabs – these are major divisions that run along the top. (e.g., Data)
  2. Groups – these are similar items within a Tab. (e.g., Get & Transform Data)
  3. Commands – these are features within a Group represented by a button. (e.g., Filter)
Microsoft Excel ribbon.
Microsoft Excel Ribbon components

All tabs have the above elements. However, some tabs, such as Page Layout, have another called the Dialog Box Launcher. When present, it is in the lower right corner of the Group. When clicked, it will open an additional dialog like Page Setup.

When Excel is setup, it contains the following ribbon tabs:

  • File
  • Home
  • Insert
  • Draw
  • Page Layout
  • Formulas
  • Data
  • Review
  • Help

Show and Hide Ribbon Elements

For most people, the ribbon shows under the Quick Access toolbar. Sometimes you don’t see the Excel ribbon because it is hidden. It’s not missing but in a “collapsed” state. Some people prefer closing it, so they have more room to work on the spreadsheet.

Excel ribbon in collapsed state
Excel Ribbon in a Collapsed state

How to Collapse the Excel Ribbon – Method 1

The process for opening or collapsing the menu is the same. The only difference is the menu may show a checkmark to reflect your current state.

  1. Place your mouse over any ribbon tab name. (e.g., Data)
  2. Right-click and select Collapse the Ribbon.

Keyboard shortcut: Ctrl + F1

Collapse the ribbon menu item.
Opening a collapsed ribbon. Note the checkmark.

Show or Hide Using Ribbon Display Options – Method 2

Anyone that has been around Microsoft products knows there are multiple ways to do tasks. For example, if you look at your Excel sheet’s top right, you’ll see a small icon before the minimize button. It’s squarish and has an upwards arrow. This is for the Ribbon Display Options. In some cases, this button may be easier to use.

If you click the button, you’ll get three options:

Excel Ribbon Display Options.
Excel Ribbon Display Options

The items are pretty self-explanatory. The one caveat is that clicking Auto-hide Ribbon will also make your spreadsheet fill your screen.

How to Reopen a Collapsed Tab

When you collapse the ribbon, all you’re doing is temporarily hiding the groups and commands. The tab names are still showing much like a menu. To bring back these items, click the Tab. Your groups and commands will reappear. When you’re done, click the Tab again, and it will collapse.

Add Excel Developer Tab & Other Tabs

When you first install Excel, it doesn’t enable all the tabs and commands. Microsoft tends to put in the frequently used ones and allows the user to add the rest. One of the first ones people like to add back in is the Developer tab. This is very handy if you use Excel macros.

  1. Place your mouse over any tab name. (e.g., Data)
  2. Right-click and select Customize the Ribbon….

The Excel Options dialog will open.

  1. From the Customize the Ribbon: section on the right, check the box for Developer or another Tab.
Add developer tab to ribbon.
Check the box to add the Developer Tab to the ribbon

If you don’t see your Tab, change the drop-down menu on the top of the right panel from Main Tabs to All Tabs.

  1. Click OK.

The Commands and Ribbon Structure

When adding commands, it helps if you remember the ribbon’s hierarchy. While adding a command to the ribbon, we’re adding it to a custom group within a tab. Commands aren’t standalone, and you can’t shoehorn them into an existing group. If you try to add an unused command to an existing group, you’ll get a Ribbon Customization error message that reads:

Commands need to be added to custom groups. To create a group, pick a tab in the list, then click New Group.

There is another Excel option. Commands that aren’t displayed by default have to go in a “custom group.” You can choose to have this custom group on an existing tab or create a custom tab.

Adding to custom group.
Adding a command to a Custom Group

How to Add a Command

  1. Place your mouse over any tab name. (e.g., Data)
  2. Right-click and select Customize the Ribbon….

The Excel Options dialog will open.

  1. Under the Choose commands from: drop-down menu, select Commands Not in the Ribbon.
  2. Scroll down the list and click the command you wish to add. (e.g., Form…)
  3. Decide whether the Command will go on an existing tab (e.g., Formulas or new tab.

My preference is to create a new tab because many of the default Tabs are full.

  1. From the right side, click the New Tab button toward the bottom.

Under the Main Tabs section, you should now see New Tab (Custom) and New Group (Custom).

The item should also be shaded. The shading indicates this section will be accepting the new command.

New tab and custom group.
Creating a new Tab and Custom Group
  1. Click the Add >> button in the center.

Now, we need to rename our New Tab (Custom) and New Group (Custom).

  1. Click to highlight the New Tab (Custom) item.
  2. Click the Rename… button.
  3. Provide your new Tab name. (e.g., Custom, My Stuff)
  4. Click OK.
  5. Repeat the rename process for New Group (Custom).

Save Excel Ribbon Configuration

If you’ve made many customizations to your ribbon or are fearful some other user might change it, you can export your ribbon settings. This will produce an Excel Customizations.exportedUI file.

Import or export settings.
Import or Export Ribbon Setting

You can then import that file back into Excel. It will overwrite your existing settings. However, you will not see your changes till you click the final OK.

Although customizing the ribbon in Excel takes more effort than freezing panes, it’s not a procedure you do for each worksheet. The changes you make, such as adding tabs or changing the layout stick.