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Modern Excel Add-in Design for SharePoint Admin Teams

Our SharePoint Excel add-in now features a refreshed UX with color-coded permission areas, sticky matrix views, Action Buttons, and a guided home screen.

5 Min Read

We have already shared multiple insights into the capabilities of our Excel add-in Management 4 SharePoint - the workbook that helps you manage SharePoint projects. A popular starting point is our article Features of the Excel add-in for managing SharePoint. To make day-to-day administration even smoother, we have now delivered a refreshed design and a clearer structure for the add-in.

Why a new design?

The redesign delivers three tangible benefits: clearer navigation for administrators, faster orientation during recurring tasks, and consistent interactions across every screen. Color coding, explanatory texts, and standardized Action Buttons all contribute to this experience.

Conditional formatting highlights every area

The workbook now separates the content into three color-coded zones. Blue rows list all SharePoint lists inside the current web, green rows highlight whether unique permissions are applied, and orange rows visualize the related role assignments. Conditional formatting makes the boundaries clear and keeps the overall grid easy to scan.

// list column
const conditionalFormatList = table.columns
  .getItemAt(0)
  .getDataBodyRange()
  .conditionalFormats.add(Excel.ConditionalFormatType.custom);

conditionalFormatList.custom.rule.formulaLocal = '=REST(ZEILE();2)<>1';
conditionalFormatList.custom.format.fill.color = ExcelColors.lightBlue;

We add a rule for even-numbered rows to create alternating colors. When someone hovers over an Action Button, the related area is highlighted so that it is instantly clear which dataset the action will affect.

Conditional formatting that separates list, permission, and role areas in the Excel add-in

Freeze crucial rows and columns

The workbook is built like a matrix: rows represent SharePoint lists, columns represent roles, and the central cells show the permissions. To keep list and role names visible at all times, we freeze the top row and the first three columns.

// Freeze first row
worksheet.freezePanes.freezeRows(1);

// Freeze first three columns
worksheet.freezePanes.freezeColumns(3);

A focused home screen

A streamlined home screen helps new users start confidently. It mirrors the new visual language, surfaces the most common actions, and provides short descriptions for each feature. The home icon in the header brings users back to this screen whenever they need guidance.

Home screen with the most frequently used actions in the Excel add-in

Action Buttons explain every function

Each function now appears as a consistent Action Button that combines an icon, a title, and a short description. This context ensures that users know what will happen next - for instance, the “Create list” button clarifies that the new list will be added beneath the currently selected one.

Action Button showing icon, title, and description

Action Buttons are available on every screen of the Excel add-in, giving the entire experience a cohesive look and feel.

Overview of multiple Excel add-in screens that use the new UI elements

Get in touch

Has Management 4 SharePoint - the Excel add-in for managing your SharePoint projects - piqued your interest? Reach out today and learn how we can accelerate your permission management.

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Tags

#Permissions #Excel #JavaScript #SharePoint #User Adoption

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