How to create an interactive chart with radio or option buttons

Excel 2016
To create interactive charts, you need to add some of the controls in Microsoft Excel. This tip is about using Option Buttons that can be easily added and customized.

See also interactive charts.

Interactive chart with radio or option buttons in Excel 365

To create an interactive chart with radio or option buttons, do the following:

   1.   Add additional data to your spreadsheet for option button values:

For example, enter in the cell G2 the number 1:

Additional data for radio or option buttons in Excel 365

   2.   Create data ranges, which will be used for the interactive chart:

   2.1.   On the Formulas tab, in the Defined Names group, click Define Name (see Creating and using named ranges for more details):

Define Name in Excel 365

   2.2.   In the New Name dialog box:

  • In the Name field, enter the name of this new range, for example, Name,
  • In the Refers to field, enter this formula:

= CHOOSE (<index>, <first item>, <second item> ...)

Where: the index is the selected item from the following items: first item, second item, etc.

In this example:

= CHOOSE ($G$2, $C$2, $D$2):

New Name dialog box in Excel 365

   2.3.   Add the new data range with the following data:

  • In the Name field, enter the name of this new range, for example, Team,
  • In the Refers to field, enter this formula:

= INDEX (<table>, 0, MATCH (<name>, <headers>, 0))

Where:

  • table is the data table, from which will be chosen the appropriate column,
  • name is the column name,
  • headers is the range for headers.

In this example:

= INDEX ($C$3:$D$14, 0, MATCH (Name, $C$2:$D$2, 0)):

New Name for data range in Excel 365

   3.   Create a chart for any of the columns (in this example, the first column for Team A):

Chart with new data in Excel 365

   4.   Change the data series:

   4.1.   Do one of the following:

  • On the Chart Design tab, in the Data group, choose Select Data:
    Select Data in Excel 365
  • Right-click in the chart area and choose Select Data... in the popup menu:
    Select Data in popup menu Excel 365

   4.2.   On the Select Data Source dialog box, for the Legend Entries (Series), click the Edit button:

Select Data Source in Excel 365

   4.3.   In the Edit Series dialog box, change Series name and Series Y values (or Series values) to the appropriate names of the created ranges:

Edit Series in Excel 365

   5.   Add the option buttons to the chart:

   5.1.   On the Developer tab (see Show the Developer tab), in the Controls group, click the Insert drop-down list and then choose Option Button:

Controls, Option button in Excel 365

Add as many option buttons as the number of series, which will be selected by these option buttons and place them where you want.

In this example, just two option buttons were used:

Chart with option buttons in Excel 365

   5.2.   Format option buttons:

   5.2.1.   Double-click on every option button and change the label.

   5.2.2.   Right-click on the options button and choose Format Control... in the popup menu:

Format Control in Excel 365

   5.2.3.   In the Format Control dialog box, on the Control tab, choose the appropriate cell in the Cell link field (in this example, G2):

Format Control Option button in Excel 365

See also this tip in French: Comment créer un graphique interactif avec des boutons radio ou des cases d'option.

If you have any questions or suggestions, please feel free to ask OfficeToolTips team.