Microsoft Office Excel 2007 contains no menus or toolbars. However, it does include a feature called the Office Button which bears a remarkable similarity to a menu as well as a Quick Access Toolbar which functions a lot like the toolbars found in previous releases of Microsoft Office. In this article, we’ll take a look at these two features and see how they work.

Excel’s Office Button

The Office Button is found in the top left of the Excel screen. When you click it, a menu appears which resembles menus found in most software programs and also in previous versions of Excel. The Office Button menu allows you to create, open, save and print documents. It also contains options for preparing documents for distribution, closing the currently active document and exiting Excel altogether.

The Office Button also contains a list of the recently opened files. Next to the name of each file is a pin icon. This icon is used to pin the associated document. Pinning a document means that it won’t disappear from the list of recently opened files. By contrast, unpinned documents will eventually disappear from the list as files are created and opened.

It is also here that you will find “Excel Options”. (This is equivalent to Tools-Options found in previous versions of Excel.) Excel Options are displayed as a column of categorised tabs on the left of the dialog. Just click on a tab to reveal options in that category. The Excel Options customise the way in which Excel works. Let’s look at a few examples…

Excel’s Developer Tab (which contains commands for working with macros) is not visible when Excel is first installed. To make Excel display it, choose “Excel Options” from the Office Button and, in the “Popular” category, switch on the option “Show Developer Tab in the Ribbon”. A second example… By default, each new document you create has three sheets. If you find this too many or too few, you can change the number of sheets which each new work will contain. Choose “Excel Options” from the Office Button and, in the “Popular” category, under the section headed “When Creating New Workbooks Include this Many Sheets”, simply enter your preferred number of sheets for each new workbook you create.

The Excel Quick Access Toolbar

The Excel Quick Access Toolbar is usually displayed in the top left of the screen, next to the Office Button. It functions in a similar way to the toolbars found in old versions of Microsoft Excel.

By default, the Quick Access Toolbar contains only three commands: saving the current workbook, undoing commands and redoing commands.

To the right of the three default commands is a menu which enables you to personalise the Quick Access Toolbar and determine which buttons are displayed and which commands remain hidden.

Each of the commands in the Quick Access Toolbar menu is a switch: if a command is active, when you select it, it will be removed: if a command is hidden, choosing it will make it visible.

Another method of customising the Quick Access Toolbar is to add your favourite options from the Excel Ribbon. Just right click on an option in any of the Tabs of the Ribbon. In the context menu which pops up, simply choose “Add To Quick Access Toolbar”.

If you find that you are using the Quick Access Toolbar a lot, you may find it convenient to move it below the Ribbon. Simply choose “Show Below The Ribbon” from the Quick Access Toolbar drop-down menu. You can also make the Quick Access Toolbar more accessible by minimising the ribbon. To do this, double-click on the name of any ribbon Tab or choose “Minimise the Ribbon” from the Quick Access Toolbar menu.

When entering numbers into a spreadsheet, one often needs to ensure that the number format is consistent. For example, if the numbers represent prices, you may want to display the appropriate currency symbol or you may simply want to ensure that the number of decimals displayed is always the same.

Unless the user specifies otherwise, all numbers in Excel are rendered in the “General” format. What this means is that numbers are displayed exactly as one enters them: if you enter two decimals, two decimals are displayed; if you went to one decimal, one decimal is displayed; and so forth.

To specify the number format, the best idea is usually to select the entire column. To do this, simply click on the letter or letters representing the column. (If text is contained in the selection, it will not be affected by the number format you specify.)

Number formats are displayed in the “Numbers” section of the Home Tab of the Ribbon. There are three main formats related to numbers: the first is called “Number”, the second “Currency” and the third “Accounting”. To gain access to the full range of number formats, choose “More Number Formats” from the drop-down menu. Another way of accessing the same dialog box is to click on the launch button in the “Numbers” section of the Home Tab.

When you click on each of the number formats, you are presented with a series of choices which enable you to refine the way that the format will work. For example, if our numbers refer to an hourly rate, we would probably click the “Number” category in the left column and then specify two decimal places. The option labelled “Use Thousands Separator” will insert the appropriate separator to demarcate thousands. The separator which Excel uses will depend on your locality: for example, if you are in the UK or USA, a comma will be used; if you are in a European country, a dot will be used.

The final option in the “Number” category lets you control the display of negative numbers. The default is to preced the number with a minus sign and to leave the colour of the text unchanged. However, you can also suppress the minus sign and change the colour of negative numbers to red; or, if you prefer, you can change the colour of negative numbers to red as well as displaying the minus sign.

Clicking the “Currency” category, reveals pretty much the same choices as “Number” with the addition of a currency symbol. You can specify which currency symbol is used or you can dispense with the currency symbol altogether.

The “Accounting” category is almost identical to “Currency”. Once again, we can choose the currency symbol. However, you will notice that there are no choices relating to negative numbers. The convention in accountancy is to put negative numbers in brackets.

As well as using the number dialog box, you’ll notice a series of handy buttons which can apply each of the number formats with one click. There are also a couple of buttons for increasing and decreasing the number of decimals displayed in the selected cells.

Finally, there will be times where you enter a number into a cell but do not want Excel to regard it as a number. For example, if you have a column of data with an ID of some sort, although the ID may be numeric, you may not want Excel to see it as a number or to change it in any way. You will probably want the ID to simply stay exactly as it was entered. In this scenario, it’s best to format the number as “Text”. The easiest way of doing this is to highlight the appropriate column and in the number dialog box select the “Text” category.