Using the Ribbon

The Ribbon is designed to help you quickly find the commands that you need to complete a task. Commands are organized in logical groups, which are collected together under tabs. Each tab relates to a type of activity, such editing a dashboard or managing application settings.

  

Minimizing the ribbon

  1. Click Customize Quick Access Toolbar .
  2. In the list, click Minimize the Ribbon.
  3. To use the Ribbon while it is minimized, click the tab you want to use, and then click the option or command you want to use.
    For example, with the Ribbon minimized, you can select an object in your dashboard, click the Edit Dashboard tab, and then in the DashboardObjects group, click the edit button. When the Dashboard Object Definition dialog opens, the ribbon is once again minimized.

As an alternative, you can double click on a tab in the ribbon, check the Minimize the Ribbon button in the Appearance Group of the Application Settings tab or press the minimize button  on the right hand side of the ribbon to minimize it.

 

 

 

Restoring the ribbon

  1. Click Customize Quick Access Toolbar .
  2. In the list, click Minimize the Ribbon.

As an alternative, you can double click on a tab in the ribbon, uncheck the Minimize the Ribbon button in the Appearance Group of the Application Settings tab or press the maximize button  on the right hand side of the ribbon to restore it.

The Quick Access Toolbar

The Quick Access Toolbar is a customizable toolbar that contains a set of commands that are independent of the tab currently displayed. You can move the Quick Access Toolbar from one of the two possible locations, and you can add buttons that represent commands to the Quick Access Toolbar.

Configuring the commands on the Quick Access Toolbar

To add or remove commands from the Quick Access Toolbar, follow these steps:

  1. Click Customize Quick Access Toolbar  at the far top right of the Window.
  2. In the list, click the item that represents the command you wish to add or remove from the Quick Access Toolbar.

Moving the Quick Access Toolbar

The Quick Access Toolbar can be located in one of two places:

Upper left corner, above the Ribbon (default location)

Below the Ribbon

 

 Follow these steps to move the Quick Access Toolbar to the other of the two places:

  1. Click Customize Quick Access Toolbar .
  2. In the list, click on Show Below the Ribbon or Show Above the Ribbon.