Skip to main content
Version: 4.1 (2026 H2)

Excel Add-In

Ribbon​

When a workbook has been created with primedocs, this ribbon appears in Excel:

primedocs ribbon in Excel

The primedocs ribbon in Excel (product UI in German).

The ribbon is deliberately built the same way as in Word and PowerPoint — the first buttons (primedocs, Properties, Profile, Language) are identical everywhere.

primedocs​

Clicking the primedocs button returns to the template overview in the primedocs app at any time. The button's menu also lets you open the help.

Workbook​

Properties: Opens the Properties dialog again for further adjustments.

Profile: Switches the profile, provided several profiles are available.

Language: Changes the document language.

Apply theme: Applies the design colours and fonts of the default profile to the workbook. The button becomes active only once a profile and language have been chosen and no cell is being edited.

Before/after: "Apply theme" transfers the colours and fonts of the chosen profile to the workbook

"Apply theme": choose a profile and language — the workbook adopts the corporate design's colours and fonts (shown in German).

Data​

Sheet: Adds a new worksheet to the workbook with the correct colour and font theme.

Format​

Fill colour / Line colour / Text colour: Colours for fills, lines and text — selectable separately, the same tools as in Word and PowerPoint, according to the design (CI/CD) of the organizational unit.

Text formatting: Font and font size, alignment (left, centre, right, justified), borders as well as bold, italic, underline and strikethrough — the familiar Excel tools, reproduced here so you don't have to switch ribbons constantly.

Charts​

Insert chart: Inserts a chart of the chosen type. primedocs controls colours more strictly than Excel.

Change type: Changes the chart type of the selected chart.

Colour sequence: Changes the colour sequence in the selected chart, within the CI guidelines.

Reset: Resets the entire chart to its default colours, fonts and other design settings.

Productivity​

Output: Generates the output and delivers it according to the selected configuration. The button only appears if output management is configured (see Output Management).

note

For a workbook that was not created with primedocs, many buttons are greyed out. In that case, "Apply theme" transfers the colours and fonts of the default profile to the workbook.