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Scrollbars Dashboard

The document discusses how to add interactive controls like scrollbars, radio buttons, and checkboxes to an Excel dashboard to allow users to view different facets of the data. It provides steps to add a scrollbar control to allow dynamic scrolling through a table or to highlight bars crossing a target line in a chart. Key steps include inserting the scrollbar from the developer tab, linking it to a cell, and using the OFFSET formula to dynamically display different rows of a table based on the scrollbar's cell value.

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Michael Berco
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64 views4 pages

Scrollbars Dashboard

The document discusses how to add interactive controls like scrollbars, radio buttons, and checkboxes to an Excel dashboard to allow users to view different facets of the data. It provides steps to add a scrollbar control to allow dynamic scrolling through a table or to highlight bars crossing a target line in a chart. Key steps include inserting the scrollbar from the developer tab, linking it to a cell, and using the OFFSET formula to dynamically display different rows of a table based on the scrollbar's cell value.

Uploaded by

Michael Berco
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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INTERACTIVE CONTROLS

If you have more data to display on the dashboard that does not fit into a single screen, you can opt for
using Excel controls that come as a part of Excel Visual Basic. The most commonly used controls are
scrollbars, radio buttons, and checkboxes. By incorporating these in the dashboard, you can make it
interactive and allow the user to view the different facets of the data by possible selections.

The Excel interactive controls will be available in the DEVELOPER tab on the Ribbon.

If you do not find the DEVELOPER tab on the Ribbon, do the following −

1. Click on Customize Ribbon in the Excel Options box.


2. Select Main Tabs in the Customize the Ribbon box.
3. Check the Developer box in the Main Tabs list.
4. Click the OK. You will find the DEVELOPER tab on the Ribbon.
Scroll Bars in Dashboards
One of the features of any dashboard is that each component in the dashboard is as compact as
possible. If you can present this table with a scroll bar, it would be easier to browse through the data.

You can also have a dynamic Target Line in a Bar chart with scroll bar. As you move the scroll bar up and
down, the Target Line moves up and down and those bars that are crossing the Target Line will get
highlighted.

Creating a Scrollbar

To create a scrollbar for a table, first copy the headers of the columns to an empty area.

1. Click on the DEVELOPER tab on the Ribbon.


2. Click on Insert in the Controls group.
3. Click on Scroll Bar icon under Form Controls in the dropdown list of icons.

4. Take the cursor to the column I and pull down to insert a vertical scroll bar.
5. Adjust the height and width of the scroll bar and align it to the table.
6. Right click on the scroll bar.
7. Click on Format Control in the dropdown list. Format Control dialog box appears.

8. Click on the Control tab.


9. Type the following in the boxes that appear.

10. Click the OK button. The scroll bar is ready to use. You have chosen the cell O2 as the cell link for
the scroll bar, which takes values 0 – 36, when you move the scroll bar up and down. Next, you
have to create copy of the data in the table with a reference based on the value in the cell O2.
11. In the cell K3, type the following − = OFFSET(Summary[@[S. No.]],$O$2,0).
12. Hit the Enter button. Fill in the cells in the column copying the formula.

13. Fill in the cells in the other columns copying the formula.

Your dynamic and scrollable table is ready to be copied to your dashboard.


14. Move the scroll bar down.
15. Drag the scroll bar to the bottom.

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