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Edit the Excel Ribbon - custom menu??

  1. #1
    Forum Expert GeneralDisarray's Avatar
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    Edit the Excel Ribbon - custom menu??

    Hello - I posted a quick question this morning and got 0 response...think my query looked ridiculous.... so a brief explanation.

    Have a new group of employees using excel for daily reports - very limited excel skill (and computer skill in general).

    Mgt has decided this group will be saving there files to a network drive, specific directory structure, there are numerous quality checks & weekly reports to be run from the daily submissions, end-of-job reports....etc.

    Anyway, as foolish as it sounds it would be very helpful to create macros to automatically do the following:
    *Name / Save all files (so the operator only has to open the "master" book and fill in forms to properly place these things in a network drive...
    *Create new daily sheets (from a template in the master)...
    *Pull weekly & end of job reports and save them to another spot...again on the network).

    Other odds and ends...I've been able to macro away most of the issues. BUT!

    These workbooks grow to different sizes and the "controls" for the macros are what have me flumoxed.


    IF I COULD launch them from the RIBBON with a friendly little menu of my own...life would be easier (cause i could just train people to use the menu).

    I tried editing the Quick Access Toolbar...and things worked OK for the sheet i was building...as soon as I saved a copy of the sheet with a diff name, the buttons to launch the macros always opened the original book....which will not work
    Anyone know where to start on building what would have been a custom menu command bar in the ole days? what is the modern equivalent?

    Sorry to not post an example, but I just need to know where to start researchin I'm not expecting a miracle.
    Last edited by GeneralDisarray; 10-05-2011 at 03:39 PM.

  2. #2
    Forum Guru MarvinP's Avatar
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    Re: Edit the Excel Ribbon - custom menu??

    Hi GeneralDisarray,

    Did you add a Macro to the QAT? I didn't completely understand how each of the workers place on the net was the same or different. See if these two links help.

    http://www.contextures.com/excel-qui...customize.html or
    http://www.rondebruin.nl/imageqat.htm
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

  3. #3
    Forum Expert GeneralDisarray's Avatar
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    Re: Edit the Excel Ribbon - custom menu??

    Thank you, will have a more detailed look at those (but right off the first link appears to answer my original question about using a custom icon for the Macros ) yes i was adding the macros to the QAT. I'm not sure how to "re-point" those macros to the new workbook when the workbook is renamed.

    Basically, the every week or so when each operator is on a new job site, they will use a new workbook (and the macros will be contained in the new book). The macros placed on the QAT toolbar seem to always point back to the first book-- i guess i want the QAT toolbar modifications to be relative to the active workbook.
    Last edited by GeneralDisarray; 10-05-2011 at 10:09 AM.

  4. #4
    Valued Forum Contributor quekbc's Avatar
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    Re: Edit the Excel Ribbon - custom menu??

    You can still use the worksheet menu bar from the 2003 days. Any buttons you create will go into the Add-ins tab of Excel 2007/2010. Perhaps give that a go?

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