Checkbox in Excel

What is Checkbox in Excel?

Checkbox is a developer tool available in excel which is used to place a checkbox in a cell by which we can identify whether a task has been completed or not, in the checkbox when ticked it shows a tick mark which generally means the task is completed and returns a true value while an empty checkbox returns a false value, checkbox is present in the insert section of the developer’s tab.

In this checkbox tutorial, we will discuss how to make a checkbox in Excel and use the checkbox results in formulas to create an interactive checklist, to-do list, report, or graph.

Steps to Enable the Developer Tab.

The first thing you need to do is make sure the Developer tab is enabled in your Excel ribbon.Developer Tab Is Enabled In Your Excel Ribbon.Enabling the developer tab in excel can help the user perform various functions for VBA, Macros and Add-ins like importing and exporting XML, designing forms, etc. This tab is disabled by default on excel; thus, the user needs to enable it first from the options more It should be visible like the below one.

Checkbox - step 1

If not, please enable the Developer tab by following the below steps.

  • Step 1: Go to FILE

Checkbox - step 2

  • Step 2: Click on options.

Checkbox - step 3

  • Step 3: Go to Custom Ribbon and make sure the developer tab checkbox is ticked.

Checkbox - step 4

  • Step 4: Now, you can see the develop tab on your ribbon.

 Checkbox - step 5

How to Insert a Checkbox in Excel?

In order to insert Checkbox in excel, follow the below steps.

You can download this Checkboxes in Excel Template here – Checkboxes in Excel Template

create check box in excel - step 1

  • Step 2: Draw anywhere in your worksheet.

create check box in excel - step 2

  • Step 3: Now right-click on the checkbox select Format Control

create check box in excel - step 3

  • Step 4: In the Format Control dialog box, in the Control tab, make the following changes: Select the Checked option and give a cell link to B1.

create check box in excel - step 4

Now your first checkbox in excel is ready.

create check box in excel - step 5

Since your checkbox in excel is linked to Cell B1, if you click the checkbox, it will show as TRUE, or else it will show as FALSE.

create check box in excel - step 6

Checkbox Example – Create Your Marriage Check List

Assume that you are marrying in a couple of months. You need to do a hell lot of work, and you may tend to forget more often. To create a checklist in excel to track all your work to stay up to date.

  • Step 1: Create a Checklist first.

Marriage check list

  • Step 2: Insert CheckBox in excel from the developer tab.

create check box in excel - step 1

  • Step 3: Draw that in the status column.

Marriage check list step 3

  • Step 4: Right click > Edit Text > Delete the text.

Marriage check list step 4

  • Step 5: Right-click once again and select format control an application below settings, as shown in the image.

Marriage check list step 5

  • Step 6: Drag this to all the remaining cells.

Marriage check list step 6

  • Step 7: Right-click on each checkbox and give respective cells as a link. Do this for all the cells.

Marriage check list step 8

As the value of a cell changes TRUE/FALSE on click, we can use it now.

Marriage check list step 7

  • Step 8: Apply Conditional Formatting to highlight all the task that is completed.
  • Step 9: Select the range of topics with the checkboxes. In my case, I selected A2:C23.
  • Step 10: Go to Home tab > Styles group > click Conditional formatting drop-down and select a new rule from the menu.

Marriage check list step 9

  • Step 11: From the dialogue that appears, select the last item in the list in the top half of the dialogue box that says, “Use a formula to determine which cells to format” and put this formula in the range bar.

Marriage check list step 10

  • Step 12: Click on Format in Excel and select the color you want to highlight.

Marriage check list step 11

  • Step 13: Click on OK. Not if your checkbox in excel is ticked, then it will highlight the task with green color.

Marriage check list step 12

  • Step 14: Hide TRUE – FALSE values.
  • Step 15: Select the column that includes TRUE or FALSE value and press Ctrl + 1.

Marriage check list step 13

  • Step 16: Select Custom and apply the below code.

Marriage check list step 14

  • Step 17: Now, your TRUE or FALSE will not be visible.

Marriage check list step 15

Create an Interactive Chart Using CheckBox in Excel

We can create an interactive chart in excel using CheckBoxes.

  • Step 1: Create a below data in your excel.

create chart using check box - step 1

  • Step 2: Create Checkboxes for all the years. Give each year a different cell link. 1st image is for 2015, 2nd is for 2016, 3rd is for 2017 & 4th is for 2018.

create chart using check box - step 2-1

create chart using check box - step 2-2

create chart using check box - step 2-3

create chart using check box - step 2-4

This is how looks after 4 checkboxes.

create chart using check box - step 3

  • Step 3: Rearrange the data, as shown in the below picture.

create chart using check box - step 4

  • Step 4: Select the rearranged data and apply a column chart.

create chart using check box - step 5

  • Step 5: Select each year column bar and change it to line chart except for 2018.

create chart using check box - step 6

  • Step 6: If you uncheck any of the four checkboxes, it will not show the graph for you.

create chart using check box - step 8

How to Delete Checkbox in Excel?

You can easily delete a single checkbox in excel by selecting it and pressing the delete key. To select a checkbox, you need to hold the Control key and then press the left button of the mouse.

From the home ribbon, also you can delete the checkboxes.

Go to Home –> Editing –> Find & Select –> Selection Pane.

create chart using check box - step 9

As soon as you click on that Selection Pane, that will list all the objects on that worksheet (including checkboxes, shapes, and charts).

create chart using check box - step 10

Select the checkboxes you want to delete and hit the delete key. In order to eliminate confusion, give a proper name to all the checkboxes.

Recommended Articles

This has been a guide to what is CheckBox in Excel. Here we discuss how to Insert a CheckBox and to create an interactive chart using CheckBoxes along with practical examples and downloadable templates. You may also look at these useful functions in excel –

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