Locked lesson.
About this lesson
A variety of different objects that add some visual style to your dashboards, as well as provide mechanisms to force valid data entry
Exercise files
Download this lesson’s related exercise files.
Working with Form controls.xlsx53.1 KB Working with Form controls - Completed.xlsx
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Quick reference
Working with Form controls
Adding Form controls to drive user input.
When to use
Use when you want to provide an attractive interface that makes it easy to cycle through valid options.
Instructions
Exposing Form controls
- Form controls are found under the Insert button on the Developer tab
- To activate the Developer tab, right click on any ribbon tab --> Customize the Ribbon and check the box next to Developer
Creating Form Controls
- Select the control you want, then left click and drag on the worksheet to create it
- Right click the control, choose Format Control to configure it
Combo Boxes
- Input range: Select a range of cells on the workbook to use as the control’s list
- Cell link: Provide a cell where Excel will store the item chosen
- When a user selects an item, it’s numeric index will be placed in the cell
Spin Button
- Minimum Value: If using this to drive an INDEX function, make sure this is set to 1
- Maximum Value: If using this to drive an INDEX function, make sure it doesn’t exceed the item count
- Cell link: Provide a cell where Excel will store the item chosen
- When a user clicks up or down, the numeric value will be placed in the cell
Scroll Bar
- This control contains options similar to Spin Button in addition to some others
- Incremental Change: Controls how much the index value changes when an arrow is clicked
- Page Change: Controls how much the index value changes when the bar is clicked
Hints & tips
- Form controls are a great way to capture intersections for use in an INDEX() function
- Right click a control to get back into Edit mode, then click on the worksheet to de-select it
- There are other types of Form controls than those shown
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