Sales Dashboards – Visualizing Sales Data – 32 Dashboard Examples & Implementations

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Sales Dashboards - 32 Examples, Vote for your option now [Visualization Challenge #2]Sales reports and dashboards are very common in any company. There are several ways in which you can visualize sales data to understand the trends and sales performance. So in November, I have asked you to visualize sales data using sample data. The visualization challenge #2, sponsored by Zoho Reports generated a huge buzz around the community and fetched 32 incredible entries. The response was so overwhelming that it took me almost 24 hours to write this post.

Thanks everyone for participating and making this a huge learning experience for everyone. Personally I have learned several useful dashboard and charting tricks. I will be sharing some of these lessons with all of you in the coming weeks.

How read this post?
This post is HUGE, I mean 2600 words huge. So you may want to maximize your browser window and fill up your coffee mug. Each of the 32 entries start with a title including authors name and tools used. Each entry includes a small image of the dashboard along with a link to see bigger version. All dashboards have links to original source files for you to download and play with.

Please note that these files are copyrighted to original authors and you cannot use them for commercial purposes.

I have included 3 comments against each entry based on my understanding of dashboard. Please share your opinions and reviews using the comments section of this post.

Javascript based Sales Dashboard by Ahmad (Option 01)

Javascript based Sales Dashboard by Ahmad
larger version
My Comments:

  • Dynamic dashboard, lets user choose the dimensions of data and shows sales performance immediately.
  • Easy to compare performance of various criteria, can get too cluttered if you add several dimensions.
  • Uses Javascript, thus runs in most web browsers

Download Source Files: Link 1 | Link 2

Excel based Sales Dashboard by Aires (Option 02)

Excel based Sales Dashboard by Aires
larger version
My Comments:

  • Shows analysis of “selected month” along with next 23 months.
  • Includes a tweetboard for easy interpretation and key messages.
  • Shows the growth rate of sales (derived metric)

Download Source Files: Link 1

Excel based Sales Dashboard by Ajay (Option 03)

Excel based Sales Dashboard by Ajay
larger version
My Comments:

  • Analysis of sales data by “sales person” shown very clearly.
  • Aesthetically pleasing design, fewer colors and options to reduce confusion. Good use of sparklines.
  • Stacked charts could use some improvement as they are difficult to read or compare.

Download Source Files: Link 1 | Link 2 [Ajay’s website]

Excel based Sales Dashboard by Alex Kerin (Option 04)

Excel based Sales Dashboard by Alex Kerin
larger version
My Comments:

  • Very good use of incell charts and sparklines (addin from Fabrice).
  • Shows derived metrics like 3 months rolling sales. Also, uses a real map to show region-wise performance.
  • Good use of tables with conditional formatting (also, headlines clearly call for attention).

Download Source Files: Link 1 | Link 2 | Link 3 [Alex Kerin’s website]

Excel based Sales Dashboard by Arti (Option 05)

Excel based Sales Dashboard by Arti
larger version
My Comments:

  • Dynamic dashboard, lets you compare sales by customer type or region or sales person. Also, compares values with averages.
  • Good mix of charts for selected data along with big-picture. Also, includes clear headlines and messages (like “2008 sales person of the year is Chewbacca”).
  • Fewer colors and objects, easy to read the dashboard.

Download Source Files: Link 1 | Link 2 [Arti’s website]

Excel Dashboard Training by Chandoo.org

Excel Dashboard Training
My Comments:

  • Learn how to make Excel Dashboards using this 1 hour training video
  • Instantly download video, excel workbooks, bonus material.

Click here to try Excel Dashboard Training

Excel based Sales Dashboard by Cole Burdette (Option 06)

Excel based Sales Dashboard by Cole Burdette
larger version
My Comments:

  • Lets you compare one combination of sales data like Sales in North region for product light sabres to the customer “galaxy” by sales person “hansolo” with all other possible values.
  • Fewer charts thus easy to read without getting lost.
  • Could use some formatting better color choices. Also, shows only trends, not much on current month’s data.

Download Source Files: Link 1

Excel-Palo based Sales Dashboard by Cuboo (Option 07)

Excel-Palo based Sales Dashboard by Cuboo
larger version
My Comments:

  • Dynamic dashboard with option to select month and sales person. Shows historic data for last 12 months.
  • Clever use of incell sparklines and bullet charts to show performance of product by sales person.
  • Includes clear comments (headlines). Fewer objects, so easy to read. Also, has data labels and other chart elements to help us read the findings.

Download Source Files: Link 1 [Cuboo’s website]

Excel based Sales Dashboard by Duezzz (Option 08)

Excel based Sales Dashboard by Duezzz
larger version
My Comments:

  • Shows overall sales trend along with 2009 summary
  • Analysis by customer type and product.
  • Uses pie charts to show product composition in sales.

Download Source Files: Link 1

Jmp based Sales Dashboard by Erin Vang (Option 09)

Jmp based Sales Dashboard by Erin Vang
larger version
My Comments:

  • Very rich dashboard presentation – thanks to JMP. Shows trends using panel charts (of lines).
  • Includes 3 summary charts to prove points (like Luke sells more than others etc.)
  • Interesting treemap style of visualization.

Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Erin Vang’s website]

Excel based Sales Dashboard by Esteban (Option 10)

Excel based Sales Dashboard by Esteban
larger version
My Comments:

  • Very good placement of charts – uses the natural positions of regions (north, east, south and west)
  • Cleve use of incell charts (using REPT formula)
  • Dynamic dashboard – user can select one of the products.

Download Source Files: Link 1 | Link 2

Excel based Sales Dashboard by Hernan (Option 11)

Excel based Sales Dashboard by Hernan
larger version
My Comments:

  • Clear layout with charts at yearly level and qtrly level. Fewer colors and easy to read.
  • Includes headlines (key messages) by sales person. Very useful to understand the performance of sales persons.
  • Provides analysis only from sales person point of view.

Download Source Files: Link 1

Excel based Sales Dashboard by Karimmo (Option 12)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Shows overall distribution along with chart for selected option. Easy to compare how the selection is doing wrt others.
  • Could use some more charts.

Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 13)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options.
  • Could use some more charts.

Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 14)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options.
  • Could use some more charts.

Download Source Files: Link 1

Excel based Sales Dashboard by Karimmo (Option 15)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
  • Very cleaver use of form controls.

Download Source Files: Link 1 | Link 2 | Link 3

Excel based Sales Dashboard by Karimmo (Option 16)

Excel based Sales Dashboard by Karimmo
larger version
My Comments:

  • Dynamic dashboard with option to select dimension and metrics along with time frame for reporting.
  • Has additional filtering options and shows additional charts on demand. Provides instant comparison of selected option against other data.
  • Very cleaver use of form controls.

Download Source Files: Link 1

Excel based Sales Dashboard by Leandro (Option 17)

Excel based Sales Dashboard by Leandro
larger version
My Comments:

  • Very good use of pivot charts to make dynamic chart
  • One chart to rule them all.
  • Could use some variety and trickery.

Download Source Files: Link 1 [Leandro on twitter]

Excel based Sales Dashboard by Lee (Option 18)

Excel based Sales Dashboard by Lee
larger version
My Comments:

  • Simple and intuitive dashboard design. Fewer colors and better formatting. Very easy to read.
  • Includes average lines to provide instant comparison.
  • Could include some messages so that it is easy to scan the report to establish them.

Download Source Files: Link 1

Excelcius based Sales Dashboard by Mahesh (Option 19)

Excelcius based Sales Dashboard by Mahesh
larger version
My Comments:

  • Uses Excelcius to show chart by selected options.
  • Simple chart options, easy to read and understand.
  • Could use some more charts.

Download Source Files: Link 1

Excel based Sales Dashboard by Mahesh (Option 20)

Excel based Sales Dashboard by Mahesh
larger version
My Comments:

  • Uses Excel to show chart by selected options.
  • Simple chart options, easy to read and understand.
  • Could use some more charts.

Download Source Files: Link 1

Excel based Sales Dashboard by Mahesh (Option 21)

Excel based Sales Dashboard by Mahesh
larger version
My Comments:

  • Dynamic dashboard with ability to select a sales person to see their performance.
  • Uses combo charts to show sales along with growth rates.
  • Could use better formatting and chart choices

Download Source Files: Link 1

Excel based Sales Dashboard by Martin (Option 22)

Excel based Sales Dashboard by Martin
larger version
My Comments:

  • Simple design with dynamic charts. Very good use of form controls and pivot charts to show data based on user selection.
  • Very easily provides analysis on how sales person are doing in regions etc.
  • Could include some messages.

Download Source Files: Link 1

Excel based Sales Dashboard by Matt Cloves (Option 23)

Excel based Sales Dashboard by Matt Cloves
larger version
My Comments:

  • Clever use of form controls. Very elegant design with clear colors and fewer charts.
  • Good implementation of panel charts with ability to rotate so that comparison is easy.
  • Focus on analysis from sales person point of view with overall trends and key messages. Very good design.

Download Source Files: Link 1

Excel based Sales Dashboard by Miguel (Option 24)

Excel based Sales Dashboard by Miguel
larger version
My Comments:

  • Very intricate design with ability to select date ranges, dynamic filters and powerful drill-down of data.
  • Tables show performance of sales persons clearly while key KPIs are highlighted.
  • Fewer colors and charts. Easy to read and compare without loosing attention.

Download Source Files: Link 1

Excel based Sales Dashboard by Nick (Option 25)

Excel based Sales Dashboard by Nick
larger version
My Comments:

  • Cleaver use of pivot tables and pivot charts.
  • Relies on excel pivot features to provide required dynamic filtering of data.
  • Pivot charts can be cluttered when all filters are reset.

Download Source Files: Link 1

Project Management Dashboards (recommended product)

Project Management Templates for Excel
My Comments:

  • Using My Excel Project Management Templates you can make dynamic project status dashboards from your data in few minutes.
  • These templates make you better at project management and reporting.

Click here to try Excel Project Management Templates

Excel based Sales Dashboard by Pawel (Option 26)

Excel based Sales Dashboard by Pawel
larger version
My Comments:

  • Fewer colors and charts, elegant design with ability to filter based on region, product or customer. Also has the ability to select a date range to generate charts.
  • Answers 2 key questions: (1) how are sales persons doing based on selected criteria (2) How are sales persons doing for the entire timeframe on selected criteria.
  • Could include some messages.

Download Source Files: Link 1

Excel based Sales Dashboard by Pompadour (Option 27)

Excel based Sales Dashboard by Pompadour
larger version
My Comments:

  • Only 2 colors and just one chart type (lines on a panel chart).
  • Provides comparison by region, product and customer type very easily.
  • Could include some messages.

Download Source Files: Link 1 [Pompadour’s website]

Excel based Sales Dashboard by Stephane (Option 28)

Excel based Sales Dashboard by Stephane
larger version
My Comments:

  • Dynamic dashboard with ability to select region, customer and product.
  • Uses tables and conditional formatting provide key data. Includes derived metrics like qtrly performance, comparison with previous year etc.
  • Has only one chart to show overall sales person trend for the selected options.

Download Source Files: Link 1 | Link 2 [Stephane’s website]

Flot-Jquery-Ajax based Sales Dashboard by Steven Ng (Option 29)

Flot-Jquery-Ajax based Sales Dashboard by Steven Ng
larger version
My Comments:

  • Uses AJAX and Flot to generate the dashboard. Fewer objects and colors, so very easy to understand.
  • Includes key messages (like rankings of regions, products etc. totals)
  • Includes a dynamic chart to select sales person, region, product and customer. Also compares the selection against baseline (total sales by month etc.)

Download Source Files: Link 1 | Link 2 | Link 3 | Link 4 [Steven Ng’s website]

Excel based Sales Dashboard by Tessaes (Option 30)

Excel based Sales Dashboard by Tessaes
larger version
My Comments:

  • Fewer colors (just 2) and clever use of line charts. Includes key messages and data tables to compare values against each other.
  • Dynamic chart to show the performance of selected dimension by various filters like region, sales person, product or customer.
  • The top and bottom performers table is very interesting. Cleaver design with attention grabbing colors.

Download Source Files: Link 1 | Link 2

Tableau based Sales Dashboard by Edouard (Option 31)

Tableau based Sales Dashboard by Edouard
larger version
My Comments:

  • Uses Tableau to generate a sales dashboard (requires tableau reader if you want to view this)
  • Includes filters to choose date range, products, customers, regions and sales person. Includes several heatmaps to compare values instantly.
  • Some charts can be improved (for eg. Growth by sales person has year 2008 with blanks, this is not required) Also heatmaps take sometime to understand.

Download Source Files: Link 1

Excel based Sales Dashboard by Faseeh (Option 32)

Excel based Sales Dashboard by Faseeh
larger version
My Comments:

  • Uses excel pivot charts to show product, customer type and region-wise sales by sales person.
  • Reader can easily filter values wanted using pivot features.
  • Could use some more charts and messages.

Download Source Files: Link 1

Excel Dashboard Toolkit (recommended product)

Excel Dashboard Kit
My Comments:

  • Using Charley’s Excel Dashboard kit you can quickly and easily make excel dashboards from your data.
  • I have personally tested and used this product and I find it extremely simple to use and can boost your productivity.

Click here to try Excel Dashboard Kit

Thank you everyone

Thanks everyone once again for participating. All these entries are truly world class. Such beautiful display of skill. Thank you so much for teaching me how to make better dashboards.

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104 Responses to “Form Controls – Adding Interactivity to Your Worksheets”

  1. kyrel says:

    how to change the font and font size in list box or combo box?

  2. Hui... says:

    @Kyrel
    You cannot change the font size/type in a List or Combo Box Form Control
    The Active X versions do give you that functionaility.

  3. kyrel says:

    tq so much...

  4. Luke M says:

    Just curious, has anyone been able to get a valid cell link from a list box when multiple selections are made? With both the combo and list boxes, I can get them to work okay when selecting 1 entry, but as soon as I try to get multiple selections, the list box seems to simply stop working.
    FYI, I'm using XL 2003.

  5. dan l says:

    Great post.

  6. Hui... says:

    @Luke
    You can only access the Multi Select options through VBA programming and is beyond the scope of the post.

  7. Luke M says:

    @Hui
    Thanks for the response. I was thinking that was the case, but figured it didn't hurt to hope this was somehow available. Great post on explaining all the different forms.

  8. Robert says:

    Luke,

    I discussed different techniques of implementing a multi-select input feature in Excel. A combobox / listbox and some other. As Hui already pointed out, there is some VBA needed. However it is not too complicated and the post provides all example workbooks for free download:

    http://www.clearlyandsimply.com/clearly_and_simply/2009/01/approach-with-caution.html

  9. Fred says:

    Great Post. I use form control whenever I can. The only thing I don't quite understand when to use form control or active x control. Most often I'd do a trial and error and see which fits my needs. If one doesn't then most often than not it's the other control that I'll need.

    I like form control very much as it makes things cleaner to look at, and limit how others interract with my spreadsheet.

  10. Fred says:

    question on list box: what if I pick "Multi" under control on List box format control? I have never use that one. How would chosen 1st, 4th and 7th and 9th on the list would make an impact on follow up formula/equation??

  11. bill says:

    @Fred -VBA code need to be used to untangle choices with a box that allows multi selection. i have not found any example code.

  12. Roji says:

    Why not have just one (Form Controls or ActiveX Controls) and make it work on all platforms? Wouldn't it be a lot simpler?

    Also, it would have been good if we're able to format Form controls.

    Something for Microsoft to think about.

  13. Hui... says:

    @Roji
    Form Controls have been around for a long time in Excel.
    Active X is the relatively new boy in town.

    Microsoft has always tried to maintain backward compatibility with file formats and I would suggest that is why it is maintained.

  14. Ken M says:

    A general observation - if you put too many of these controls on any one sheet ie Checkboxes then that sheet takes for ever to take focus so I am reluctant to overdo it

  15. MarkyB says:

    Chandoo - Just downloaded your excellent "Excel 2007+ Examples" file. Most useful !

    What I can't quite figure out is on the Check Box tab how the TRUE/FALSE indicators show or hide the data line / chart element ? A brief explanation would be gratefully received.

    Many Thanks

  16. Pedro Wave says:

    I just design an example of how to add interactivity to worksheets.

    I've been playing with the pictures of shapes to create a solitaire where cards are generated in VBA from scratch. You can view and download from my blog.

  17. Chandoo says:

    @MarkyB: Thank you so much for your purchase. See http://chandoo.org/wp/2010/08/31/dynamic-chart-with-check-boxes/ for an example on what you are asking.

  18. Hui... says:

    @MarkyB
    The Check Boxes and other Form Controls don't show or hide the data line.
    That is they don't control the chart.
    .
    They can be used to control the data that feeds the chart
    I don't plot the data directly but via an intermediate range where I can use formulas to control the data
    .
    There are 2 techniques I use to do this
    .
    When a Check box is ticked a linked cell will be true
    a) So use a formula for your data to make it say 200 when the Y Axis is set to a Maximum of 100
    eg: =if(b1=TRUE,a10,200)
    or
    b) set the cells value to na()
    eg: =if(b1=TRUE,a10,na())
    .
    Either way the point wont be plotted on your chart.
    .
    An Example of This is on the Check Box page of the example file above
    http://rapidshare.com/files/455058939/Form_Controls.xlsm

  19. Gregory says:

    I didn't realize ActiveX controls didn't work in Excel for Mac so I tested it out and you're absolutely correct. In fact, any VBA code that references an ActiveX control will fail when run by the compiler.

  20. RichG says:

    With form controls you can really look like a spreadsheet master. It also make it really easy for other users to enter data and ensure the integrity of the formats. Great information, thanks!

  21. pibfer says:

    Hi there,
    I have a question, It's very simple for you, I guess!!!
    How can I get a vertical scroll bar (I get it yet) and an horizontal scroll bar (the challenge) in the same table?
    The main idea is to show a 10x10 table, wich contains more than 100 rows and 100 columns?
    I appreciate your advise a lot!!!
    Kind regards,

    pibfer

  22. Hui... says:

    @Pibfer
    You can use scroll bars linked to a cell and then use an Offset in your table to do what you want
    Refer an example at: https://rapidshare.com/files/4271493887/Table_Scroll.xlsx

  23. bkourtni says:

    Is there a way to wrap text in a form control list box? I do not want to increase the horizontal size of my box to fit my list choices. Thanks!

  24. Pooja says:

    How do we get the vale of a dropdown box in excel ?

  25. Hui... says:

    @Pooja
    Right click on the Drop Down box and Look at the Cell Link cell Reference
    That cell has a number which can be used to lookup using Vlookup or Index the value from the source range
    Lets say your source Range was AA1:AA10 and cell link was AB1
    You can put =INDEX(AA1:AA10,AB1,1)
    anywhere to return the value displayed in the DropDown

  26. JR says:

    Verging on off-topic, but an important consideration! The Selected property of the listbox on the Mac appears to be broken, so it seems useless cross platform. If you looking to iterate through to work out which items are selected using (for example):

    For i = 1 To .ListCount - 1
    If .Selected(i) Then
    Action here
    End If
    Next i

    The method works on Excel 2010 but seems not be supported in Excel 2011.

    Anyone got a work around?

  27. Eric says:

    I'd like to use the radio-select buttons on one sheet, for multiple things. Example... Question 1... Select Yes or No. "Yes" performs a function, "No" performs another. Works great on the first question. However, when I get to question 2.... My Yes / No button's cell reference defaults to the cell references in question 1. If I change it, question 1 defaults to question 2. Can you only use these form controls once-per sheet? ugh!

  28. Hui... says:

    @Eric
    Insert 2 radio buttons
    Set their properties, cell links, text
    Then add a group box
    Group the 3 items
    .
    Repeat

  29. Tim M says:

    Is there a way to completely lock an option button or check box so when it is selected and you have protected the workbook/sheet, no one else can change it. Currently anyone can click on a checkbox and remove the check.

  30. Carrie says:

    Is there a way to lock the checkbox so it can not be unchecked by the user? I would like the checkbox to "default" to checked and not let the user change it.

    • Kevin says:

      My suggestion would be to right click the check box, click form control, then under control and then value, click checked then ok. Then protect the worksheet.

  31. Phil says:

    Anyone know if there's a way around the fact that the Extend option for Forms listboxes no longer works?
    In 2003, if you checked Extend in a listbox, you could select multiple entries by keeping the CTRL button pressed while clicking each entry. In 2010, when you press the CTRL button and click on an entry in the listbox, the whole listbox gets selected.
    I'd prefer not to use the Mutli option.
    Thanks!

  32. infinitedrifter says:

    Is there a way to make the vertical scroll bar on an active x drop down list wider? The one I'm working with is super tiny & I haven't found in the properties how to change it.

  33. Hui... says:

    @Infinitedrifter
    Not that I am aware of

  34. clif says:

    hi there! tanks for the post. 🙂 im starting familiarizing those control.. i want to have an idea of making an option form as reference to any formula..and how it works when it is included in the equation.. Tnx..

  35. MES says:

    is this possible to assign a value to each button and it will appear to the linked cell?

  36. Kaloyan says:

    Hi! Thanks for the tips! All I need are scroll bars to increase/decrease cell values, for which I use excel mixer pro (convexdna.com, I think). It makes amazing charts, on top of providing sliders. Has anyone tried it on excel 2011 for Mac? Do you know of any other similar tool?

  37. AB says:

    Hi!

    I am trying to add insert tick box. I have thousands of documents that i am recieving and would like to tick the box when i have recieved this information so i need to have alot of tick boxes over a wide cell range, how can i insert tick boxes over a wide range without individually adding them? I also would like to lock this box once i have selected it so that i cant mistakenly click it, is this possible?

    Thanks!

  38. silva says:

    hello,

    i wonder if there is a way to ajuste a range size controling a spinbutton.
    ex:

    when spinbottun says 1, the range became (a10:a10)
    when spinbottun says 2, the range became (a10:a12)
    when spinbottun says 3, the range became (a10:a13)
    and so on
    ....

    and i wonder if ther is a way to establice a range size with a formula inspired in this thing: =(a1:a"(=COUNTA(b1:b10000)")

    thanks

    • Hui... says:

      @Silva
      Q1- Maybe
      Do you mean like
      =OFFSET(A10,,,Spinbuttonlink,)
      or
      =Sum(OFFSET(A10,,,Spinbuttonlink,))
      .
      Q2 - Yes, Use Indirect
      =INDIRECT("A1:A"&COUNTA(A:A))
      or as a range
      =SUM(INDIRECT("A1:A"&COUNTA(A:A)))

  39. Mozzy says:

    is there a way that you can show like an order form with check boxes on a facebook page then once submitted it will be compiled in another workbook or page where it cannot be accesed by visitors or viewers anymore? I am trying to prevent pranksters from vandalizing clients orders on an order form I am trying to create using excel. thanks.

  40. Ashwin says:

    I have spread sheet with Name of player in Row and his career highlights in column. I wanted to fetch particular details of player in one click so I created the combo box from form control. Combo box will give list of player and respective position in input range. Using if statement the data will be fetched to show particular details of player. I got what I wanted using simple "if" statement.

    In my actual spread sheet the column and rows are more than 15. Is there any better alternate formula or neat formula for this?

  41. raymond says:

    how to use button (form control) to function like spin button, to increase value to an existing cell?

    eg. value 10 in cell A1, and with a click of the button, it increases to 11

    thanks

  42. Chad says:

    I saw a question here earlier and wondering if anyone knows the answer. Tim asked above in September. I think I have same question. I'm working on a form where we complete some data and customer completes the rest - we use the protect sheet featuer. I have used the locked cell option to lock down cells from customer changes. It doesn't seem to work for drop down lists though. If I click format control on the drop down list and select "locked" on the protection tab it doesn't work. When I protect the sheet, the user can still change the value slected in the drop down. Looking to lock that down. Thanks in advance for any help.

    • Ken M says:

      If you are working within a sheet using data validation it is possible to enter a 'new' value if there is a blank cell within the drop down list range and 'Ignore blank' is checked - may be a clue to your data entry form problem - Good luck

  43. Ryan says:

    Check Box

    ? Under Format Object, move and size with cells is grayed out, why is this not available?

    I want to format the checked box to a specific cell.

    Thanks. 

  44. Abdul wahed says:

    Namaste chandoo garu,

    I am abdul wahed. How are you ?

    I have a small query regarding ms excel .
    In the institute I am working that is NIIT,THANE 1 of mumbai. I have accidently deleted one excel sheet tab called poonam tab and saved the file.That tab conatined data of 6 years students details.The cashier si screaming at me and crying like anything .
    I said that She should have put the backup of file ? Big problem has happened here ?
    Now how can I recover the lost data ?
    How to create an excel backup file ?
    Help me.
    Waiting eagerly for your reply
    bye

    Regards,
    Abdul wahed

    • Hui... says:

      @Abdul wahed

      1. Look for backups!, Official Backups, Has anybody taken a copy or emailed it recently etc

      2. Using Windows Explorer Look in the directory where the file was, are there any odd named files? If so copy them and put them aside somewhere. On the copies rename them to *.xlsx and then try and open them in excel

      3. Start typing!

  45. [...] Check boxes – to mark each activity as done (or not done) [...]

  46. Brett says:

    Spin Button Challenge
     
    I successfully linked a spin button form control to a cell, and have the spin button update the value shown in the cell. Great!
    Now I want to take this further. I want to have the spin button cell link to a formula such as indirect or offset so that I might update another cell, which in turn easily changes the cell to which a particular Cell Link, the spin button refers. The Cell Link doesn't seem to be able to accept a formula such as OFFSET or INDIRECT. Can anyone help me with this please?
    Ultimately what I want to achieve is to set up a template with spin buttons that update a summary page value which in turn change the displayed value on the template.
    I want to have many templates, so I need many rows on summary page, and I want to have a cell on each template such as  1, 2, 3 etc. that is used to refer to the row number offset, which in turn is used in the spin button Cell Link to update the correct row in the summary worksheet based on the template number.
    I would appreciate any help, even to solving this problem via a completely different method.
    Many thanks in advance

    • Hui... says:

      @Brett
      Hi from West Perth

      You cannot link controls to formulas as you are suggesting
      As you have already done, you link a control to a Cell
      You can then use that cell in a Offset or Indirect formula as you have suggested

      The Spin control changes the cell link cell
      The cell link value is then used in the Offset/Indirect to adjust the range/sheet that is being sought

      If that doesn't help you can email me, click on Hui... above, email address at bottom of the page

  47. Brett says:

    Thanks Hui
    Happy Greetings to another Perthian.
    Your help is much appreciated.
    I need to digest what you have said. I can use offset or indirect functions but I can't see how I can get them to work in this instance. I will likely write to you.
    Take care,
    Brett

  48. [...] Specify input range as lstChartTypes and cell link as a blank cell in your output sheet (or data sheet). [Related: Detailed tutorial on Excel Combo box & other form controls] [...]

  49. Aniket Reddy says:

    How to add list name in Combo-box ??

  50. Jacques Deseure says:

    How do you refer to a worksheet form control (e.g. button) in VBA code?
    Something like:
    Dim btnHelp As Shape
    Set btnHelp = ActiveSheet.Shapes("button 1793")
    Is this correct? Or should one do it differently?

    • Hui... says:

      @Jacques

      It really depends on what you want to do with the buttons with VBA?

      As most controls have a cell link, it is generally easier to reference that address to collect the status/value of the button

  51. Chelsea says:

    Hi,

    Is it possible to have a Check Box (Form Control) appear/disappear in a cell by selecting a value from a dropdown menu? For example: I have my dropdown menu in cell b2. Based on certain dropdown values, I would like different Check Boxes to appear in B4-B6.

    Meaning, if B2="Apple", I need B4 to have a check box to enable "Granny Smith", B5 to have a check box to enable "Pink Lady", and B6 to have a check box to enable "Fuji". But if B2="Grape", I need B4 to have a check box to enable "Green" and B5 to have a check box to enable "Purple".

    I am open to using other types of form controls or coding to make this happen--it's just that my knowledge in that area is slim.

    Appreciate the assistance!

  52. Zachary Bass says:

    How do you change change the index value of form control spin button with vba? The spin butoon contains two items. Something like Worksheets("Sheet2").Shapes("ListBox_TASKS").

    Thanks...

  53. Zachary Bass says:

    Thanks very much!

  54. […] you know, there is a form control in Excel that behaves like on/off switch. It is called check box. Although they are easy to use, check boxes are not very slick. So I though, why not make an on/off […]

  55. JC says:

    I like this template. I may modify how the checkboxes work though for a couple reasons:

    1) It's a pain to add more rows. If I want to add 10 more rows, it appears that I have to re-point each new object to the appropriate link-cell. Otherwise, they all point back to the copied row - checking one causes all of them to check.

    2) I can't group and collapse rows in the checklist without all the objects stacking together and remaining visible in the lowest non-collapsed row. With a simple "x", this would be ok.

    One solution would be to have a simple "x" instead of a checkbox object. I could just use an "x" to mark complete, and make the TRUE/FALSE based on an If formula (If "x" then TRUE; otherwise FALSE).

  56. You actually make it seem so easy with your presentation but I find this matter to be actually something that I think I
    would never understand. It seems too complicated and
    very broad for me. I am looking forward for your next post, I'll try to get the hang
    of it!

  57. Chris Vyhnal says:

    So I've got a spreadsheet with some scrollbars, and when I quit the sheet, it doesn't save my format controls for the page change. Minimum and maximum values and incremental change are stored, but my page change is not--upon opening it always defaults to 0 page change.

    What the heck? Suggestions?

    C

    • Hui... says:

      @Chris
      I've never seen Excel do that

      A few ideas:

      1. Are you using Form Controls or Active X Controls?
      Changing to Active X Controls has fixed up a few odd things for me in the past

      2. Try resetting the internal links in the file
      Close Excel if open
      .
      Start Excel
      Open your File
      Ctrl+Alt+Shift+F9
      Save your file
      Close Excel
      .
      Start Excel
      Open Your file

  58. Paul says:

    "They also have much better ties to VBA in terms of programmability and have a number of events that can be accessed programmatically."

    I don't understand how you can say this if you can't even acess them programatically in any reasonable way. Sorry to come off so negatively but, I wasted days on trying to find a solution that should be as fundamental as incrementing a counter.

    And BTW, Google searches for an answer that doesn't exist is great at producing thousands of dead ends.

    You cannot put them in an array such as ShapeRange, you cannot identify the control name in an expression and requires some kind of awkward workaround like finding a unique property I guess?

    Only solution seems to be hard coding the control name So if I have a 25x25 array of buttons, to change one I need to select from 625 cases? And once I give up I need to completely change my strategy and now 2 weeks work is trash.

    But to work with a shape it's just a matter of:
    ShapeName = "SomeName" & i
    Shape(ShapeName).someproperty

    Or create a ShapeRange array and reset a large group with a single statement

    Am I offbase here? I really hope I'm wrong but I can't seem to find the answer other than one trick that required a new class but that treats all controls like they are clones which might work for some unique cases.

    If you think this in just non constructive criticism, I wish I'd found one statement like this in my searches weeks ago.

  59. Sasi Rekha says:

    Hi.. I am using combobox for one report. My need is i want to link 3 to 4 combo boxes to show the report understandably. Eg. If i am selecting "Zone 1" from combobox1, the combobox2 should show all the "Regions" under region 1 and combobox3 should all the "Branches". ie-Combobox1 for "Zone", Combobox2 for "Region" and Combobox3 for "Branch".. Please help me out sir... Thanks...

  60. Sasi Rekha says:

    Hi.. I am using combobox for one report. My need is i want to link 3 to 4 combo boxes to show the report understandably. Eg. If i am selecting “Zone 1? from combobox1, the combobox2 should show all the “Regions” under Zone 1 and combobox3 should all the “Branches”under region 1. ie-Combobox1 for “Zone”, Combobox2 for “Region” and Combobox3 for “Branch”.. Please help me out sir… Thanks…

  61. Chris says:

    Not sure this is still monitored, but hoping you can help. I've created a worksheet that is sortable by checkboxes. This is probably outside the scope of this page, but . . . The macro code is as follows:
    Sub Front_Door_click()
    '
    ' Front_Door_click Macro
    ' When clicked, opens all FR DR options
    '

    '

    If Check_Box_28 = True Then
    Check_Box_30.Value = False
    Check_Box_32.Value = False
    Check_Box_34.Value = False
    End If

    If Sheets("Master List").CheckBoxes("Check Box 28").Value = 1 Then
    Range("C193").Select
    ActiveSheet.Range("$A$8:$X$206").AutoFilter Field:=3, Criteria1:=Array( _
    "FR-LH", "FR-RH", "FR-RH FR-LH", "FR-RH FR-LH RR-RH RR-LH", _
    "FR-RH FR-LH RR-RH RR-LH SD-RH SD-LH", "FR-RH FR-LH SD-RD SD-LH"), Operator:= _
    xlFilterValues

    Else
    Range("C193").Select
    ActiveSheet.Range("$A$8:$X$206").AutoFilter Field:=3, Criteria1:=Array( _
    "FR-LH", "FR-RH", "FR-RH FR-LH", "RR-LH", "RR-RH", "RR-RH RR-LH", "SD-RH", "SD-LH", "SD-RH SD-LH", "FR-RH FR-LH RR-RH RR-LH", _
    "FR-RH FR-LH RR-RH RR-LH SD-RH SD-LH", "FR-RH FR-LH SD-RD SD-LH", "RR-RH RR-LH SD-RD SD-LH"), Operator:= _
    xlFilterValues
    End If
    End Sub

    That's the code for one button, the other buttons list Rear Door options or Sideliners. The code works perfectly, but when a checkbox is chosen it jumps you down the page, sometimes below the list completely. How can I force it to stay at the top of the page?

  62. Adil says:

    hi Chandu,

    I am facing problem in adding ALL option in combo box and then sum upon selection.

    Like Sales of Region
    A
    b
    c
    d
    All region
    Can you help me ? How Can I do that?

  63. Prajakta says:

    Hi,

    I have created a dashboard using "Option/ Radio Button" and received a lot of appreciation.

    Thank you for that!!!

    Moving ahead, I have a query in the same.
    Now I want to put those option button/check boxes in a way that whenever I'll select both of them, there will be two charts appearing at the same time so that I can compare.

    I hope you got it what I am trying to say.

    Awaiting your reply.

    Regards,
    Prajakta

  64. amir says:

    hi
    i am iranian
    i like to leaning excel industrial

  65. Mahantesh says:

    Hello,

    I want to learn sumproduct() function.. can anyone discuss with proper example as i found it very tough to understand.

    Where it is used and how?

    Regards,
    Mahantesh

  66. irul says:

    its very interactive form in excel.. how to create form by calling value from one column..? How to create pop up entry data form in excel, by clicking a member

  67. Ramesh says:

    Hi Chandoo,

    Is there any chance to select multiple radio buttons at a time in excel 2013.
    please help me on this.

    Regards,
    Ramesh

    • Hui... says:

      @Ramesh
      If your talking about Form Control Option Buttons
      No, They are either on or off and when grouped only a single one can be active

      If you want to select multiple items use a Check Box Form Control instead

      You can use separate Radio Control Buttons
      Each must belong to its own group
      Each group will have different cell links
      Then you will need to apply the logic to control them yourself

  68. Andrew says:

    I have added the SEP date control to a spreadsheet to provide a date picker.

    Does anyone know if it is possible to link the output (the picked date) to a text box or cell elsewhere in a workbook?

    I have a form where I'd like to be able to pick the date, and then show this date on an output worksheet somewhere else.

    Thanks

    Andrew

  69. donna dennis says:

    Hi,
    Regarding the cell link in the Form Control. Can the cell link value be dragged from cell to cell vertically without having to input individually as a time saver? I would like to have c3, c4, c5, c6, etc. but when I try dragging it just populates c3 all the way down.

  70. Sandeep Kothari says:

    Comprehensive guide on excel form controls.

  71. Sandeep Kothari says:

    What are problems with using Active X controls?

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