Navigating the ribbon and menus in Excel - Dashboard Guide

Dashboard Mode - Navigating the ribbon and menus

Dashboard Goal

Help users quickly find and use Excel ribbon tabs and menus to perform common tasks like formatting cells, inserting charts, and saving files.

Sample Data

Task	Ribbon Tab	Menu Group	Example Button
Format cell font	Home	Font	Bold
Insert chart	Insert	Charts	Column Chart
Save workbook	File	Save	Save As
Sort data	Data	Sort & Filter	Sort A to Z
Apply filter	Data	Sort & Filter	Filter
Adjust page layout	Page Layout	Page Setup	Margins
Find text	Home	Editing	Find & Select

Dashboard Components

• KPI Card: Most Used Ribbon Tab
  Formula: =INDEX(B2:B8,MATCH(MAX(COUNTIF(B2:B8,B2:B8)),COUNTIF(B2:B8,B2:B8),0))
  Shows which ribbon tab is used most for tasks listed.
• Table: Task to Ribbon Mapping
  Shows tasks with their ribbon tabs, menu groups, and example buttons.
• Instruction Panel: How to Access Menus
  Text instructions on clicking ribbon tabs and menus to find commands.

Dashboard Layout

+----------------------+-------------------------+
| Most Used Ribbon Tab  | Instruction Panel       |
| (KPI Card)            | (Text Instructions)     |
+----------------------+-------------------------+
| Task to Ribbon Table                          |
| (Full width table)                            |
+----------------------------------------------+

Interactivity

Clicking a ribbon tab name in the table highlights the KPI card and instruction panel to focus on that tab's commands. Filters can be added to show tasks for a selected ribbon tab.

Self Check

If you filter the table to show only tasks under the 'Data' ribbon tab, which ribbon tab will the KPI card show as most used? What instructions will appear in the instruction panel?

Key Result

Dashboard shows common Excel ribbon tabs and menus for tasks, highlighting the most used tab and how to navigate it.