A new functionality that is offered by Analysis for Office 2.4 and above versions is an ability to have more flexibility to switch between different interfaces. This allows you to meet your business profile needs when you want to display only the commands that you use the most, and hide those commands you use less often. This can be achieved by creating/using profiles.

The customizing is possible in both Excel and PowerPoint versions.

The Microsoft Excel version of Analysis as well as PowerPoint version allows to customize:

  • The tabs of the Ribbon for the plug-ins installed by COF (such as Analysis, EPM and Data Manager),
  • The context menu for the plug-ins.
  • The entries to the installed plug-ins in the Backstage view.

 

You won’t be able to customize user interface areas in the Microsoft Word version of Analysis.

Creating a profile

This customized ribbon typically looks like the default Analysis ribbon

Select File à Analysis à Customize Analysis à Customize User Interface

Using the dialog box Customize User Interface, you can create a profile by clicking Save As and then entering a name for your profile in the dialog box that appears..

Customizing User Interface in Analysis for Office

 

Here is what the Customize User Interface dialog box looks like when customizing the Ribbon:

Customizing User Interface in Analysis for Office

 

Customize Ribbon

On left side, click on Ribbon to select what is required to show in Analysis Ribbon.

Customizing User Interface in Analysis for Office

 

Arrange

To arrange the groups or commands of a tab, Use the buttons to move up, move down and move to group. Use the drag-and-drop to move an element inside or outside a node element, and into any level. Select to create a new user profile and enter name as shown below (test). Save the profile.

Customizing User Interface in Analysis for Office

 

Show or hide

  • To hide or display all the sub-elements of a group or an element, select the group or element, then right click and use the commands Show all Elements of and Hide all Elements of.
  • Select or deselect the checkboxes in the tree view.

Create new tabs

You can create new tabs to customize, add additional element and specify where to position it, before or after existing tabs amongst the tabs that are natively delivered with Microsoft Excel. In this blog, let us create a new tab apart from the Analysis tab.

Customizing User Interface in Analysis for Office

 

To create or delete the groups or elements, use the New Group and New Sub-Element.

Customizing User Interface in Analysis for Office

 

Add an image to represent the new group. On clicking OK, new group is created as shown below.

Customizing User Interface in Analysis for Office

 

Now that a group is created, let us add a sub-element by choosing type among the list available.

For buttons, split buttons, and toggle buttons, VBA macros are required to call to perform the actions.

Customizing User Interface in Analysis for Office

 

For this blog, element type button is selected and an image has been added to click on it. A macro has been attached to open website, www.visualbi.com by clicking on it.

Customizing User Interface in Analysis for Office

 

Click on Save and Close the window. To have these changes applied, the application needs to be restarted.

 

Now re-open the application to see applied changes. As highlighted below, Analysis tab is customized with selected elements and a new tab has been created.

Customizing User Interface in Analysis for Office

 

On a New Tab, you see a button to click which directs us to a website.

Customizing User Interface in Analysis for Office

Customizing User Interface in Analysis for Office

 

Conclusion

On re-opening the application, the applied changes are seen to meet your business profile needs that displays only the commands that you use the most.

 

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