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Microsoft Office 2010 Engineering

The official blog of the Microsoft Office product development group
Making the Ribbon Mine

Hello, my name is Melissa Kerr and I am a Program Manager on the Office User Experience team. Today I'm introducing the era of “This is your Ribbon!”, made possible by the new Ribbon customization feature available in Office 2010. Ribbon customization is available across all Office 2010 client applications, and allows you to create a personalized Ribbon optimized to the way you work with the application.

Customization is the ability to add, remove and relocate commands within an application, and is not a new idea. It began with Command Bars in Office 97, progressed to the Quick Access Toolbar in Office 2007, and now has evolved to include Ribbon customization with Office 2010.

Why would I customize?

Office is used by approximately one billion people worldwide, and we know the default organization of commands can’t possibly match the preferences of every single one of our customers.

Using customization in Office 2010, you can group your favorite and most frequently used commands in one location, or remove seldom used commands. Or maybe you have a repetitive task that you’d like to accomplish in fewer mouse clicks. You now have the ability to put those commands on a custom tab, or add them to a new group on an existing tab.

Let's say that you are an editor for a local newspaper and that your company uses Word 2010 to review all articles that are going to print. When reviewing articles, you find that a specific set of commands are used over and over. You’d love for all those commands to be located together on a single tab, making each command only a single click away.

clip_image002[1]

An example of a customized Ribbon.

The Options dialog provides a user interface for customizing the Ribbon, which doesn’t require any coding. To launch this dialog, you can either right click on the Ribbon and click “Customize the Ribbon”, or enter through “Options” on the File tab.

clip_image004[1]

clip_image006[1]

Two entry points to Ribbon customization

The commands you frequently use are located on different tabs, therefore you decide that creating a new custom tab with all of them in one location would be the easiest way to streamline your work and get the results you want faster.

  • First, create a new custom tab by clicking ‘New Tab’(1 in the image below).
  • You can rename the custom tab to better reflect its contents (2 in the image below).
  • Using the filters available in the left dropdown, you can find your frequently used commands (3 in the image below). For example, a few of those commands are located on the Review tab, so you look under the Main Tabs filter. Some other commands are located on the File tab, so you look under the File Tab filter.
  • Once a desired command is located, drag and drop it into a custom group (4 in the image below)!

clip_image008

When all customizations are completed, click OK to create your custom Ribbon.

clip_image009[1]

Applying your customizations.

clip_image010

End result of your Ribbon customizations.

Joe, your coworker on floor 3, heard that you created a personalized Ribbon that is optimized to the way you work with Word. He wants what you have! Well, that's easy… Sharing your customizations is as simple as exporting a single file and sending it to him.

clip_image011[1]

Importing & exporting customizations.

Importing and exporting customization files can also benefit many scenarios within an organization. For example, an IT department can create a company-wide custom Ribbon and then distribute it to the entire organization via policy and Office configuration deployment. That will ensure all employees are using the organization’s customized Ribbon.

Features of Ribbon Customization

Ribbon customization capabilities are not limited to the above scenario. Here is a list of the major functionality that Ribbon customization offers:

  • Creating custom tabs and custom groups
  • Adding custom and built-in groups to both custom and built-in tabs
  • Adding commands to custom groups. Note that you can drag and drop in the Options dialog to add and rearrange tabs, groups, and commands
  • Renaming any tab, group, or command
  • Changing an icon used for any group or command
  • Hiding any tab (without deleting it), so you can reuse it later
  • Removing built-in groups from built-in tabs
  • Choosing to show only icons (without labels) for commands in a custom group. This allows you to fit a lot of commands into a single custom group.
  • Resetting single tabs back to the default state or resetting all customizations
  • Exporting all customizations to a file that can be imported and used on other computers
  • Use administrative policies to restrict customizations to the user interface
  • Use administrative policies to control roaming of customizations, which allows user customizations to be available on any network computer upon log on
  • Distribute customizations to multiple users by using operating scripts

Thanks for reading and I hope that you will enjoy the era of “This is your Ribbon!”.

Posted: Monday, November 09, 2009 5:00 PM by OffTeam
Filed under: ,

Comments

Luskool said:

Hey, I enjoyed this!

Thank you!

# November 10, 2009 1:47 PM

Rolando Peralta said:

wow!! this is impressive! I have to confess that this is really new for me.

I'm even start thinking to dedicate a series of videos of everything I've learned about the new Office2010!

Thanks for sharing!!

# November 10, 2009 1:59 PM

kdock said:

I've been fiddling with the Ribbon and was unable to find a way to save customization to a particular template.  This is an important feature -- I don't want my users struggling with a UI filled with custom ribbon items that are only usable on a specific template, such as a letter or pleading.

Will we still be able to use the techniques to customize the ribbon in 2007?  The document structure seems to be somewhat different.  Please say this can still be done or you've actually made the interface a little worse for me.

Thanks!

# November 10, 2009 2:21 PM

zz said:

This is great! Can't wait to it test out.

Just one question. Is there a way to preview your changes in the customization dialog without committing the changes?

# November 10, 2009 5:41 PM

gkeramidas said:

i like the ability to customize the ribbon, but that 5 button group layout below the customize ribbon window looks like something i would design. hopefully you come up with  better layout before office 2010 ships.

# November 10, 2009 7:49 PM

Peter Schmidt said:

Can you customise right-click pop-up menus too? I am an Access Developer and customising menus/toolbars in 2007 is a nightmare!

# November 10, 2009 9:27 PM

Henry Boehlert said:

I'm surprised.

Wasn't abuse of the customization features (or accidental misuse) the root of all evil with the toolbars which lead to the "always there", "always same" Ribbon UI?

I don't mind folks or vendors being able to add customized tabs to the ribbon, but modifying built-in tabs increases support and learning cost.

And still, the customization is apparently per-user, not per-document, so the usefulness of this feature is limited.

I hope this feature can be disabled using group policy.

# November 10, 2009 11:42 PM

Asif said:

This is good but it can be better in following ways.

1)The entry point to Ribbon customization should not be in Options. It should be outside of it. In fact option should be divided into three categories.i.e Options, Advance Options & customization Options

2) Second and most important is that a preview window should be available for new tabs.

3) Although they are still the best but icons need to be more specific task oriented and of very high scalable quality.e.g if i want DELETE ROWS command icon in my tab to be bigger it should look good

Thanks, and keep up the good work for billions of people around the globe

# November 10, 2009 11:43 PM

Rob said:

Final proof that Office 2007 was indeed nothing but an unfinished beta version of Office 2010. Can I have my money back?

# November 11, 2009 1:32 AM

Djblois said:

Rob,

That is a idiotic comment!

# November 11, 2009 9:03 AM

typedef said:

Here we go again... I cringe at the prospect of this feature being widely used.

While adding a new custom tab would be OK, changing built-in ones brings back the not-so-fond memories of "where is my toolbar" phone calls.

# November 11, 2009 1:12 PM

Amol said:

Would you please include an option to make the Ribbon look like the classic UI? That way, those of us who stayed with Office 2003 because we didn't want to deal with the 2007 Ribbon, can have a familiar starting point for customization.

In addition, will the 2010 Ribbon be easily navigable using the Alt key and shortcuts, along the lines of classic UI?

So far, it looks like the 2010 Ribbon may actually be far more usable, esp. to those who have been using the classic UI for many years, rather than the abomination known as the 2007 Ribbon.

# November 11, 2009 1:15 PM

Des said:

I like the "Customize Ribbon" feature, and the fact that you can import and export the customized Ribbons from user to user, in fact it is probably the main reason to upgrade to Office 2010 from Office 2007.  However it would be nice if the final release allowed you to import or export just an individual Ribbon Tab, instead of “All” customizations.

That way if I had a customized Ribbon Tab in Word 2010 named "Regulatory Formatting", and I needed to import a new customized Ribbon Tab for say "Manufacturing Formatting", I could do that without losing my customized "Regulatory Formatting" Ribbon Tab.  This would make this new feature much more user business and user friendly.

One other thing I would like to see in Office 2010 is a way to create a document that will expire after a certain time or after it is opened a certain number of times.  Perhaps this could be done for *XPS formatted documents created from an original office formatted document (e.g. Word).  There are rights management solutions for businesses out there that can make sure documents expire, but they are too costly/difficult/unpredictable for home users.  

Back to the 2010 Ribbon.  The "Customize Ribbon" feature is definitely a real nice feature.  One last thought, it would be nice if you could change the tab color to one of your choice to add that extra piece of customization to a new tab.

# November 11, 2009 7:09 PM

sam said:

Melissa,

Is it possible to add a Custom Split button in a .exportedUI file

I tried several permutations and it would not load

Could you kindly share the XML

Also for a more professional UI for customizing the ribbon, see http://www.andypope.info/vba/ribboneditor.htm

It lets you choose the size of button, the button image, the type etc. The current customization Dialog in 2010 looks like Beta 1.0

Rob,

That is true with any "new" product from MS

Wait for SP3 is the golden rule.

2010 is still WIP.... the File Menu(Tab) is back..Thanks to the tremendous feedback from their "Usability" labs

The next version will have the Edit Tab....And by 2020 the whole menu will be back

Amol

There are several Classic UI Options...other than wait for 2020.

Here is one that i recommend

http://www.codematic.co.uk/excel-tools/Excel-2007-classic-menu-tab-1.htm

# November 11, 2009 11:47 PM

Oliver said:

Brilliant feature, I will certainly make use of it!

How about a option to create a 'Frequently used' tab that automatically places your mos commonly used commands on it...or even recently used commands...

Cheers

# November 12, 2009 6:16 AM

Neil said:

Have you also allowed us to once again attach macros to icons which we can place wherever we want on the ribbon, per 2003 and earlier versions?  

# November 12, 2009 7:30 AM

Wells Fargo said:

Great news, great feature! Should be included with Office 2007 already, tho.

And how about the "tearable" floating toolbar paradigm which made PowerPoint usage so efficient and could make efficient use of today's big wide screens too?

Any chance to resurrect this as well?

# November 13, 2009 2:16 AM

Alan said:

Let's go back in time, shall we...

http://blogs.msdn.com/jensenh/archive/2006/06/27/648269.aspx

Sigh.  They took away cutomization because it was the short lived sitcom "Joey".  In other words, alot of people customize, but that "alot" is really a little when you look at all the people who use Word.

"So, we took a pragmatic approach and decided to focus on the 99.7% case: people who don't take advantage of customization or only use it to customize four or fewer commands. Out of this goal was born the Quick Access Toolbar."

"Even the least successful network shows attract a lot of viewers in absolute terms--just not relative to the opportunity cost of keeping them on the air. Financially, it doesn't make sense for a network like NBC to keep around an underwatched sitcom like "Joey," but if you're one of the people who like "Joey" it doesn't sting any less when it's canceled. The fact that you're in a small minority doesn't console you."

It's not an amazing step forward, it's a giant leap backwards.  I aplaud it, certainly... but coming from someone whose company lost their mind over the changes between 2003 and 2007 to which they had to adapt, why did it take so long.

# November 13, 2009 9:27 AM

max said:

In office 2003 your have the option of moving the commands on the horizontal menu bars.  Second, you can make make the icons 'Large' or regular size.

I have low vision.  I make the icons 'large' for easier reading.

Is there an equivalent 'large' option in customizing Office 2010?

# November 14, 2009 8:11 AM

Mustafa Mohamed said:

I like the idea of being able to create and customize my own Ribbon. It's a great time saver and very useful. However, here are my concerns:

1. Don't allow users to modify the built-in tabs!!!! This will be a nightmare as Office 2010 applications won't have a real "fixed" shape. At the very least add a "Reset tabs to default" option.

2. It would be better if there's a live preview of the changes made.

3. Please make this feature easier to access as most end users would neither dig deep into the "Options" to find it out, nor learn about it by chance. Such a feature is good and should be made accessible.

4. Being able to hide and unhide tabs should be easier than that (and not in the "Options"). What if more than one person is using the same application and each uses a custom tab?

5. In terms of security, doesn't this provide an opportunity for malicious software to play with the built-in tabs??

Some people might've already mentioned some of these, but I'll restate them to stress their importance, especially NOT allowing end-users to mess around with built-in tabs.

# November 15, 2009 1:56 PM

Axel said:

Hi,

so we can customize again.

That's really good news!

But can we also have additional custom ribbons (commandbars), please?

Floating or attached to any side of the screen?

It is such a great feature in office-versions <2007 to have custom toolbars everywhere.

Allways in ones view and without being forced to select any tab before getting to the buttons.

And with our own macros and functions.

The unflexible ribbon has always been the main reason to NOT switch to O2k7.

(apart from the severe compatibility problems between 2003 and 2007 especially in Powepoint.

But thats an other story...).

Cheers

# November 16, 2009 9:17 AM

anon said:

"Wasn't abuse of the customization features (or accidental misuse) the root of all evil with the toolbars which lead to the 'always there', 'always same' Ribbon UI?"

Yes and no. It was perhaps *too* easy, because a lot of times customization was accidental, and non-power users ended up with strange arrangements of toolbars and they didn't know how to revert.

In this case, by being buried in the options, it's a lot harder to make changes accidentally, and they can keep power users by still having it.

"I hope this feature can be disabled using group policy."

At the end of the article, it says you can use admin policies to restrict it :).

# November 18, 2009 7:38 AM

Jim Hanson said:

dang. when you add a command--you get a choice of a small icon with no text or a large icon with text.

so, i get a ribbon i can't understand with all of my commands or i have to create 3 ribbons with all of my commands.

:(

anyway, i can change this? anyway, microsoft would add the ability to show icons with small text to the right (like it is in 2003)?

# November 19, 2009 12:55 PM

Jim Hanson said:

okay, if you add enough icons with text when customizing, they will change to small (the ribbon just adjusts the size automatically).

it somewhat makes creating the customized ribbon difficult but it is acceptable.

i wish they were small icons with text right from the start.

# November 19, 2009 8:15 PM

Brad said:

Two features will really set this off for business:

1. Make sure that Ribbon customisations can be stored in templates so that Ribbon customisations for specific Excel, Word & PowerPoint templates are easily available for users needing business use customisations.

2. Allow Ribbon events to trigger VBA code or macros.  Business will find that a no brainer over web based viewers.

# November 20, 2009 3:07 PM

Marty said:

So you make the ribbon customizable so you can use it better - more proof it was defective from the onset.  Keep applying bandaids - maybe the ribbon fiasco will eventually heal....

What happens for those who jump on and off many machines - like conference rooms?  Can you carry a USB drive around with your ribbon prefences so Office is useful on every machine you use - not just your personal machine?  Otherwise, log onto a new machine and you are again as unproductive as the day you first loaded Office 2007.

# November 21, 2009 4:49 PM

joesixgig said:

Beta runs fine, but for some reason the drag and drop in the ribbon customization panel is not working for me. I also have only three buttons in the lower right of that dialog (Modify, Reset and Import/Export). I'm using version 14.0.4536.1000, 32bit. Running as Admin didn't help. Is this an issue with running Win7 RC, or is something else wrong? -Joe

# November 23, 2009 7:48 PM

Đonny said:

This sounds good. Finally Office 2010 will bring functionality of 2003 back. If I can make my ribbon float or dock it to any side of window I'll be absolutely happy.

# December 1, 2009 5:10 PM

Graham said:

The inability to customise ribbons in 2007 is really annoying; recreate the 2003 editing options. Additionally improve adding ribbons to templates, so when I create a custom ribbon for a template (particularly Excel) I can change the ribbon and everyone immediately has access to it.

The ability to see more than one toolbar in 2003 is very useful, but this could be overcome by creating a new toolbar, but I don't like customising the standard toolbars too much as that creates useability problems when I use other PCs.

Also can ALL ribbons have meaningful names, what does a ribbon called 'Home' do?

# December 7, 2009 1:59 AM

Roberdan said:

Actually I measured the impact of this feature and with 10 mins of customization I save half day of work in the past month. Of couse I saved more time stopping to go useless meetings, but you know, half day in a month doing a basic customization of the Outlook interface based on my specific needs it's still not bad

# December 17, 2009 8:07 AM

John said:

I agree with Axel:

"can we also have additional custom ribbons (commandbars), please?

Floating or attached to any side of the screen?

It is such a great feature in office-versions <2007 to have custom toolbars everywhere".

And also with Graham:

"The ability to see more than one toolbar in 2003 is very useful"."Also can ALL ribbons have meaningful names".

I Use OneNote and not dispense the thin toolbar close to the pens, on the left side.

The possibility of having more than one ribbon could solve this!

It was good that could have a thin ribbon to not take up much space.

Please do with this to be possible, at least in Onenote.

# December 31, 2009 3:28 AM

Jonathan Johnson said:

Obviously, customizable button bars and the general ease of customizing things like the right-click menus must be brought back. With the new reduced interface, Microsoft has just gone backwards to about 2002.

This is what I learned from the beta: Do not buy Word 2010.

# January 10, 2010 10:17 AM

Paul Egan said:

Is it possible to put the accursed ribbon to the side?  Screens are getting wider, not taller, and I want to put all this graphic junk to the side like I can do in Office 2003. paulegan2003@hotmail.com

# January 12, 2010 2:47 PM

2003 said:

Can we get the original menu's back? Can't stand that stupid ribbon. Until it returns, I will not upgrade(downgrade).

# January 14, 2010 9:47 AM

Joachim said:

Hello,

for one thing I am too old for icons - I am still used to read :-)

for the other space is always at issue on computer screens

therefore: can I have ribbons without icons & text only?

Thank you so much!

Joachim

# January 15, 2010 3:03 AM

Sheldon said:

The ribbon SUCKS in CAPITAL LETTERS!!!!!!!!!!!!!!!

I am a power user (sorry if that offends people that I refer to myself...and do so in a positive way)...a serious power user.  Visio is my life and career; my ability to harness it to convey complex notions is how I make my living.

That said, did anyone at Microsoft take the time to seriously think about how many more mouse gestures and clicks it takes just to drop a damn line with specific arrows on a page?  

Customizing the ribbon is little help.  I mean, you can create your own tab, your own group, and the icons are for 90yr old blind people.  I need EVERY frequently used button ON SCREEN AT THE SAME TIME and I can't do it with your product suite.

After 16 years of using Visio every single day, I am throughing it away.

# January 21, 2010 8:36 AM

Louis said:

In general the ribbon interface has slowed me down and that seems to be the case for all of our power users. Problem is, those folks are the 20% that get most of the work done around here. The rest are generally lost no matter what we deploy. I know it's nice to serve the majority of users but overall this seems to be slowing down productivity.

Also, I agree with taking advantage of growing screen width rather than limited height. Having the ability to dock the ribbon on the sides would at least clear out vertical space to allow editing a letter size document without scrolling.

# January 26, 2010 10:27 AM

Anna said:

Unless an option to choose a "classic" (read 2003) interface is added to the final release, I will not upgrade.  The ribbons are a waste of space and I find that it takes me much longer to get things done.

# January 27, 2010 4:24 AM

JTJ said:

And what would be wrong with having a fully customizable menu invoked with alt+key (ala 2003), that would give the full list of commands the user wanted vertically, while still keeping the icon key dot popup horizontaly oriented (have to move your eyes across the entire screen area of the entire ribbon to find the next keystroke) for those folks who never learned to use a keyboard (what kind of agony did a blind writer used to 2003 have to go through? (None they wouldn't have used 2007)).

For that matter call one a key activated column ribbon and the other the key startable horizontal visual ribbon and make it customizable.

Anything that takes my hands off the keyboard is just distraction unless I need to actually reposition.  For that matter, a keyboard with a nubbin is still appealing ala Lenovo laptop keyboards (Even 3rd party keyboards are hard to find with any kind of quality).  Too bad your hardware guys and software folks can't get together to come up with a solution that can please both or does someone else have a patent on the nubbin.

After years of avoiding Office 2007 because of it just wasn't worth a massive reorientation to the new ribbon interface if it wasn't customizable, I am now forced into it because it was made corp standard (of course now that 2010 is around the corner).  Now I'm hoping that 2010 can save me the pain and the loss of productivity that I'm currently experiencing.  I found this blog as a result of looking for ways to customize 2007 to make it useable.

# January 27, 2010 7:25 AM

Tultang said:

Useless until you can close/disable "FILE TAB".

# January 29, 2010 8:42 PM

SJK said:

Why pawn one more version of MS office on the public that does not give someone the option of continuing to be productive with the interface they have had? Why does Microsoft force users to continuously update to new messes with the latest called the ribbon and pretend it is so great. Who has the time to customize - the interface should be completely usable out of the box or has Microsoft forgotten this? I for one do not like the ribbon and find the whole idea that Microsoft continuously thinks they have the best idea and when it bombs - but they can't admit the mistake and rework their messes. I suppose the un-usable ribbon will be an opportunity for competitors to come in a take over a good part of the market share of from Microsoft. A large third party software faction has found that out.

# January 30, 2010 7:18 PM

Flekkie said:

Its nice but..

How about options on the size of the ribbon, whether the button name is shown, ability to dock different tabs against different sides of the window or have them free-floating.  

All of this could be done in order to retain the benefits of the old-style menus without losing the benefits of the new.  

# January 31, 2010 3:47 PM

leo said:

As any power user here, I cant stand "the ribbon"

( unmovable, uncustomizable, with a plenty of ambiguos icons, most of them useless for proficient users...)

After 1 month having upgraded to office 2007, every day I have to remap ANY of my 15 years-long mind-presets... my productivity has drastically dropped and my frustration is every day deeper.

Human-machine interaction best practices are simple: design your HMI to best fit ALL of the tool user, beginners and pro, impaired or not; provide a basic front-end for most used feature, but allow extension and customization to adapt to personal needs and skills.

No excuse about 99,7% users are "monkeys": I expect MS develops tool for humans.

# February 3, 2010 9:53 AM
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