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Quick Access Toolbar – Part 2

 

Commands which could not fit in Ribbon

This is a very common problem. You move from older version of Office to 2007 version. And you cannot find some familiar menu or toolbar button.

Many users think that Microsoft has removed that particular feature in the new version. In most cases this is not the case. The feature is very much there. But it could not fit into Ribbon. Therefore, you cannot find it in the ribbon.

Where do you find it then? In the CUSTOMIZE dialog.

Right click on the Ribbon or QAT to customize it.

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Now you get two lists. Left side list shows available features, and right side list shows items already in the QAT. But wait. The list on the left side is filtered by default. It shows only Popular Commands.

We want ALL commands. So open the drop down and choose All Commands.

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Now you can search for the command you want and then click on the Add button to add it to QAT.

You can also REMOVE unwanted commands from QAT using this dialog.

Rearranging the QAT buttons

While you are in this dialog, notice that items in QAT can be moved up and down to rearrange them.

Why would you want to do that? Two reasons:

Firstly, you can group related commands by rearranging them. There is even a group separator available in the left side list. Separator is always the first item in the left side list.  Here is how a grouped QAT looks like.

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Secondly, you may want to rearrange commands so that you get convenient keyboard shortcuts for them.

Using Keyboard shortcuts Alt 1 to 9 for QAT

Office 2007 shows you keyboard shortcut keys on top of Ribbon and QAT commands. Just press and release the ALT key on your keyboard. Now watch how each item gets a letter or number.

QAT items always get numbers. First nine entries on QAT always get numbers 1 to 9.

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So you have 9 predictable shortcuts – reserve them for the 9 most important and common actions you perform in the product. When we add items to QAT, we do not always add them in priority order. That is when the rearrange feature of QAT comes in handy.

One additional thought. If you use some features commonly across Office products, then arrange them to have SAME shortcut keys across products. This way, you will work even more efficiently.

What more can you add to QAT?

QAT is turning out to be a very long topic. But it is also a very useful feature. So let me complete all the possible scenarios. You never know which one will be relevant to your specific needs.

Open the Customization dialog and open the “Choose Commands From” dropdown.

That will give you an idea of all the items you can add to QAT. Do not miss the MACROS option. This is how your custom macros can be accessed in a single click. If you add a macro to QAT, the “Modify” button gets enabled. Use this button to change the icon of your macros so that you can easily identify them.

Unlike earlier version, you can no longer edit the icons. But it is not really a problem. The collection of symbols offered is sufficiently large.

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In addition, you can add any items from the Office File menu to the QAT.

Some good candidates here are the print preview, quick print, save as PDF, Document Inspector, Mark as Final…

Finally, here is one great thing which often goes completely unnoticed…

The QAT can be specific to a document!

Customizing QAT for a document

Yes. This is possible. You can have a special set of QAT buttons which can be bundled with your document.

How do you do that? Well it is simpler than you thought!

Open your document. Go to Customize dialog. Notice the dropdown on top of the QAT items list called “Customize Quick Access Toolbar”. By default it shows For All Documents. Now open the drop down and choose your document. The QAT list will become empty. Now add items to QAT as usual.

That’s it.

When you finish customization, click Ok.

Notice that the global QAT items still remain, but the document specific items are added to it.

If you switch to another document, the document specific buttons go away automatically.

How do you know which items are document specific? They will have a small border around them.

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Which items to make document specific?

Well it depends upon what kind of document you are making and what is special about using it.

But here are some suggestions:

If you are sending a document to someone for reviewing, provide New Comment, Next comment, Previous comment buttons along with it.

If your document contains multiple charts and pivot tables, add chart / pivot related commands to it.

 

Well that is how you use QAT. And this is only the beginning. When you use it actively, I am sure you will find more innovative ways for yourself.

Older Custom Toolbars workaround

This is a rare but important use of QAT. Suppose you had created custom toolbars using older versions of Office. When you migrate to Office 2007, the custom toolbar buttons are NOT added to QAT. Instead they become groups in Add-ins tab. This is cumbersome for most users because they have to click twice to access a custom toolbar button. The workaround is simple. Right click on individual items of your custom toolbar, which is now in Add-Ins tab and add it to QAT. That’s it.

Notes for IT Pros

QAT can be customized by per application, per user profile, per document basis.

The application specific QAT configuration is stored in
userprofiledirectory\Local Settings\Application Data\Microsoft\Office

The file extension is .QAT

Outlook keeps multiple QAT files. One each for mail editing UI, Calendar editing, task editing and so on.

Document specific QATs are of course inside the document package in the userCustomization directory.

Remember. QATs are part of Local Settings. Therefore you will NOT get them while roaming.

Base QATs can of course be controlled using Group Policy. Which means a particular set of users (or all users) can be helped by providing a pre-customized QAT to make their life easier.

Do you use the Quick Access Toolbar in Office 2007?

Quick Access Toolbar (QAT) is the custom toolbar available in Office 2007 (Word, Excel, PowerPoint and Outlook – while editing mail messages)

Many of us never notice it and realize its importance.

Try this and see how it improves the way you work…

First of all, NOTICE the QAT.

Initially it is placed in a not so prominent place, just next to the File menu (Office button).

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It has three buttons – Save, Undo and Redo.

What is the benefit of QAT ?

It offers single click access to these buttons (and more buttons which you can add).

Why is this important?

Because Office 2007 ribbon is based upon Tabs. Each Tab (like Home, Insert) contains various buttons within it. ONLY ONE TAB can be active at a time. Therefore, if you want to click an item in Home tab, and currently some other Tab is open, then you need TWO clicks.

In earlier version of Office, once you have a toolbar active, all buttons were always available for a single click operation. This may sound like a disadvantage of the new Ribbon. But it is not. (I wont go into details of why not. Just trust me).

Now, most of us know the keyboard shortcut keys for Save (Ctrl S) and for Undo (Ctrl Z). The third button is called Redo (Ctrl Y), but it is a rarely used functionality. You must learn to use REDO. It is like “Repeat Last Action”. Try it consciously and you will see how often we need to repeat last actions.

Now, these three buttons on the QAT are fairly useless because we use keyboard shortcuts to access them most of the time.

Then why are they given there? The answer is simple … IT IS A DEMO of what you can do with QAT.

You are not just supposed to use these three buttons, but you are supposed to add your own stuff there.

Practically any button / feature you see on the ribbon can be added here.

Which items to put on QAT? Short answer = Commonly used features which you need single click access for.

How to use QAT?

Firstly, start noticing which features you are using often. Then right click on that item and choose “Add to Quick Access Toolbar”. Now the item will be there at its original place AND on the QAT.

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Which items can you add to QAT?

Here is a classic example of how we underutilize things by default.

The documentation just says, right click on any item and add it to QAT.

Most of us try it, it works and then we think we know it now.

But this is NOT all… there are some extremely useful items you desperately need, but you will never end up adding them to QAT…

Why? Not because it is technically impossible, but because you never thought of doing it!

Let me explain…

Do you remember the good old Standard toolbar in older versions of Office?

It had commonly used buttons like Print and Print Preview. All of us have used those. But in Office 2007, these buttons are not available on the Ribbon by default. We have to open the Office File menu and then choose them from Print – Quick Print / Print Preview…

Now if you need them often, what should you be doing? Adding them to QAT… sounds obvious!

But if I had not explicitly mentioned this here, you would probably never thought of right clicking on these options… Why? Because these are in a Drop Down Menu. Subconsciously our brain somehow thinks that only items which are on Ribbon (which is a broader toolbar really) are the only ones which can be added to QAT.

There are more such useful items which can be added to QAT…

Dialog Launchers

This is another tricky thing which confuses people when they move to Office 2007.

We are familiar with many common dialogs like File – Page Setup, Format – Paragraph.

Office 2007 does not have File – Page Setup dialog. This often frustrates users.

Of course, the dialog is very much there. But the way you launch it is rather cryptic.

Here is how you get the Page Setup dialog in Word and Excel 2007.

Click on that small little arrow icon in the right bottom corner of Page Setup group.

Not very intuitive I would say. But never mind, Now that you know about it, you will never forget it.

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Now that you know about it, you will start noticing this icon in many other places in the Ribbon.

One very cryptic one is the Office Clipboard icon, at the corner of the Paste group in Home Tab.

Now here is the best part… you can right click on this Dialog Launcher and add it to QAT.

Bottom-line: You can and you should add your favourite dialog launchers to QAT. 

Drop-Downs

There are many dropdown items in Ribbon. For example: Font, Font Size, Border, Alignment and so on.

Can you add these to QAT? Yes of course. But there is more to it.

Some Drop Down items add the full dropdown to QAT. For example, you can add the entire Font Drop Down to QAT, but you cannot add just one particular Font to QAT.

That may sound obvious. But the reverse situation is not so obvious.

For example, the Borders dropdown can be added to QAT. In addition, INDIVIDUAL type of border, which is a separate item from the drop down, can ALSO BE ADDED to QAT.

Most of us would have missed that one!

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Here is how the QAT would look if you added the entire Borders dropdown and the All borders item from the drop down. It may be a good idea to add the base dropdown AND the most commonly used item from it as shown here.

Another place where this type of combination is very useful is in the Align and Distribute drop down.

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There is more to QAT …

But let us leave that for the next post.

Start using this much for now…