Excel Environment – setting it up in Excel to personalise the experience you have

This week’s hint and tip is about setting up the ‘Excel Environment’. This is a section in our Basic Excel course and covers a number of options you can use or steps you can take to set it up. We are going to go through a few here that you can use on your computer.

The first one that we go through is using the QAT (Quick Access Toolbar) within Excel. This little toolbar is found in the top left hand side of your screen within Excel and has been around for many years. Quite a few people use this toolbar but not as many know that they can customise it and so personalise it to their needs. You can add commands within Excel to this toolbar for quick and easy access to save you time flicking through tabs to find the option.

Even though the QAT is very useful, there is only so much space up there in the top left hand corner and so the next option we go through is creating your own Tab! This gives you in a sense a ‘much bigger QAT’ as it allows you to create your own Tab with groups where you can add commands to them. This is found by right hand clicking on a blank part of the ribbon and selecting the customise the ribbon option.

Finally we look at splitting your computer screen. This isn’t Excel specific and so can be used in any package or program on your computer. This is a keyboard shortcut that allows you to split the screen with the window you have open with another window you also have open so that you then have the 2 open but evenly split in half.

The video below shows you how to set up the ‘Excel Environment’ on your computer to be able to save you time in your day to day use of it.

Take a look below at the video to find out more and then try it out on your own computer!

We hope you have enjoyed this hint and tip, why not take a look at some previous ones too?

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