Setting your work preferences in Excel 365

Excel Microsoft 365 (2021)    |    Beginner
  • 9 videos | 42m 57s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
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Get the most out of Excel 365 by customizing it to your own needs. In this course, you will learn how to customize the interface, ribbon, and Quick Access Toolbar; manage your account add-ins; configure user input and template options, and customize default document settings. Key concepts covered in this course include how to customize the appearance of the Excel 365 interface, including options to customize the Quick Access Toolbar and its commands as well as the Office ribbon and its commands. You will also discover how to install an add-in and manage it, install add-ins from the Office ribbon, and create custom templates and save those templates for future use. Next, you will learn how to configure user and input behavior, customize how workbooks are saved; and change the workbook default settings. In order to practice what you have learned, you will find practice exercises in the Resources section.

WHAT YOU WILL LEARN

  • discover the key concepts covered in this Microsoft 365: Setting your work preferences in Excel 365 course
    customize the Excel 365 Quick Access Toolbar
    customize the Excel 365 interface
    install and manage add-ins in Excel 365
    create and manage custom templates in Excel 365
  • configure user and input behavior in Excel 365
    customize the Excel 365 save options
    customize default document settings in Excel 365
    customize the Excel 365 Ribbon

IN THIS COURSE

  • 48s
    This video outlines the key content covered in the Microsoft 365: Setting your work preferences in Excel 365 course, including how to customize the interface, create and manage custom templates, and how to configure user and input behaviour. FREE ACCESS
  • 5m 4s
    In Excel 365, you can add shortcuts to your Quick Access Toolbar to make it easier to find the tools you frequently use. In this video, you will discover how to customize the Quick Access Toolbar by adding, reordering, and removing shortcuts. This video aligns with MOS MO-200 / Excel Associate Certification exam objective: 1.4.1 Customize the Quick Access toolbar. FREE ACCESS
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    3.  Customizing the interface
    5m 31s
    The Excel 365 interface can be personalized to be more appealing, like changing the color scheme or the background design or to suit your work practices. In this video, you will explore how to change the Microsoft Office background and theme, customize the Startup options, and personalize the Status bar. FREE ACCESS
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    4.  Installing and managing add-ins
    5m 15s
    Add-ins are additionally installed features that increase or enhance the functionality of Excel 365, providing optional commands and features. In this video, you will discover how to search for, install, manage, and delete add-ins. FREE ACCESS
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    5.  Creating and managing custom templates
    5m 36s
    Excel 365 allows you to create custom templates for frequently-used workbook layouts to save time. In this video, you will learn how to search for the templates folder. You will also explore how to create, manage, and delete custom templates. FREE ACCESS
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    6.  Configuring user and input behavior
    4m 36s
    If you use Excel 365 often, it may be useful to customize the user and input behavior to suit your needs. In this video, you will explore how to activate and deactivate the Mini Toolbar, Live Preview, Quick Analysis, and ScreenTips. FREE ACCESS
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    7.  Customizing the save options
    4m 37s
    Saving your Excel 365 workbooks is essential, and you can change the default settings according to your preferences. In this video, you will explore how to activate AutoSave to save changes to OneDrive. As well as configure other save options, such as Auto Recover and changing the format a file saves as. FREE ACCESS
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    8.  Customizing default document settings
    5m 44s
    Excel 365's document settings can be changed to suit your preferences. In this video, you will explore how to choose the default view, font, and font size of a new workbook. As well as customize the input and navigation defaults. FREE ACCESS
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    9.  Customizing the Ribbon
    5m 47s
    The Excel 365 Ribbon is where you find the tools to create and edit your workbook. In this video, you will explore how to customize the Ribbon by changing the display options and adding custom tabs. FREE ACCESS

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