Microsoft Excel is one of the most powerful tools available for data analysis, visualization, and management. To make the most of Excel, users need to have quick access to frequently used commands and options. This is where the Personal Toolbar (PTB) comes in. In this article, we will provide a comprehensive guide to the PTB in Excel Ribbon Display Options.
Understanding Excel Ribbon Display Options
The Ribbon Display Options is a feature in Excel that allows users to customize the appearance of the ribbon. This includes changing the size of the ribbon, hiding, or displaying tabs, and adding or removing commands. The Ribbon Display Options can be accessed by clicking on the downward arrow at the end of the ribbon.
What is Personal Tool Bar in Excel?
The Personal Tool Bar (PTB) is a customizable toolbar that appears in the Ribbon Display Options. As of now it is in preview mode but very soon it will be available for general use. It contains a set of commonly used commands and options that are easily accessible, regardless of which tab is currently active. The PTB can be customized to include any command or option available in Excel, making it a highly flexible tool. We can choose the Personal Toolbar in Layout as given in below image-
Customizing the Personal Tool Bar in Excel
Customizing the PTB is a straightforward process that can greatly improve productivity. To add a command or option to the PTB, simply right-click on it and select “Add to Personal Toolbar (preview).”
Alternatively, users can click on the downward arrow at the end of the classic ribbon. Go to more options and click on the Customize.
It will open the customized toolbar window. Select Personal Toolbar (preview) in the Layout drop-down. Now you can add or remove the commands from the PTB.
Benefits of Using Personal Tool Bar in Excel
Using the PTB can save users valuable time by providing quick access to frequently used commands and options. This can greatly improve productivity and reduce the need to search for options across multiple tabs and menus. Additionally, customizing the PTB can make it easier to access specific commands or options that may be buried deep within the Excel interface.
The PTB is also highly flexible, allowing users to customize it to suit their individual preferences. This can greatly improve the overall Excel experience and make using the software more efficient and enjoyable.
Best Practices for Personal Tool Bar in Excel
To make the most of the PTB, it is important to follow best practices when customizing the toolbar. Here are some tips for creating an effective PTB:
Add frequently used commands and options to the PTB
The PTB should contain commands and options that are frequently used in Excel. This can include functions such as “Save,” “Undo,” and “Redo,” as well as formatting options such as “Bold,” “Italic,” and “Underline.” By adding these frequently used commands and options to the PTB, users can save valuable time and improve productivity.
You can add the commands in the PTB from your favourite Addin like – PK’s Utility Tool also.
Organize the PTB
The PTB should be organized in a logical and easy-to-use manner. Commands and options should be in order
based on their function or purpose. For example, formatting options such as “Bold,” “Italic,” and “Underline” should be together, while commands such as “Save” and “Undo” should be placed together. This can make it easier to locate specific commands or options and reduce the time spent searching through the toolbar.
Limit the number of commands and options-
While it may be tempting to add every command and option available in Excel to the PTB, it is important to limit the number of items in the toolbar. This can prevent the toolbar from becoming cluttered and overwhelming. Users should only add commands and options that are frequently used and essential to their work.
Regularly review and update the PTB
The PTB should be regularly reviewed and updated to ensure that it remains relevant and useful. Users should periodically review the commands and options in the toolbar and remove any that are no longer necessary or rarely used. Additionally, new commands and options may become available in Excel, which can be added to the PTB to improve productivity.
The Personal Tool Bar in Excel Ribbon Display Options is a highly customizable and flexible toolbar that can greatly improve productivity and efficiency in Excel. As of now it is in Preview. By adding frequently used commands and options to the PTB and organizing them in a logical and easy-to-use manner, users can save valuable time and reduce the need to search through multiple tabs and menus. Following best practices such as limiting the number of items in the toolbar and regularly reviewing and updating the PTB can further improve its effectiveness. Overall, the PTB is a powerful tool that can enhance the Excel experience for users.