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Use the Button Control for Your Excel Dashboards and Reports

Excel offers a set of controls called Form controls, designed specifically for adding user interface elements to your dashboards and reports. After you place a Form control on a worksheet, you can then configure it to perform a specific task.

The Button control gives your audience a clear and easy way to execute the macros you’ve recorded. To insert and configure a Button control, follow these steps:

  1. Click the Insert drop-down list under the Developer tab.

  2. Select the Button Form control.

  3. Click the location in your spreadsheet where you want to place your button.

    The Assign Macro dialog box appears and asks you to assign a macro to this button, as shown in this figure.

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  4. Edit the text shown on the button by right-clicking the button, highlighting the existing text, and then overwriting it with your own.

    To assign a different macro to the button, simply right-click and select Assign Macro to reactivate the Assign Macro dialog box, as shown in the previous figure.

    When you add macros to a workbook, you’ll have to save that workbook as an .xlsm file in order to share your macros with others. If you save the workbook as a standard .xlsx file, Excel will strip your macros out of the workbook.

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