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Checkbox magic in Excel - I can't believe this works

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Learn how to build an interactive Excel dashboard using checkboxes, the GROUPBY function, FILTER, and a dynamic chart.

In this Excel tutorial, I'll show you how to use checkboxes to instantly choose which stores you want to analyze. Excel then automatically calculates the total sales for the selected stores and updates the chart to display only the results you want to see.

We'll combine modern Excel features to create a simple but powerful interactive report without VBA.

You'll learn how to:

  • Use checkboxes to control Excel formulas
  • Use GROUPBY to summarize sales data by store instead of PivotTables
  • Combine GROUPBY with the FILTER function
  • Create a dynamic Excel array that responds to checkbox selections
  • Connect the results to a dynamic Excel chart
  • Build a clean, interactive Excel dashboard without VBA

This technique is useful for sales dashboards, financial reports, management reports, KPI dashboards, and any Excel workbook where you want users to interactively choose what data they see.

If you work with Excel dashboards, dynamic arrays, FILTER, GROUPBY, charts, or Excel 365, this is a useful technique to add to your toolbox.

If you'd like to learn more about automating Excel, check our Excel Automation Courses.

I hope you enjoy the video! :)

Don

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Excel Version: Excel 365
Downloadable Files: Project File

Download Project File

Follow along with the tutorial by downloading the files used in it. (Completely Free)

Phone number is optional - we use it to send course discounts and weekly updates via SMS.

SMS Terms ▾
By submitting this form, you agree to receive recurring automated marketing text messages from TeachExcel at the mobile number provided. Consent is not a condition of any purchase. Msg frequency varies. Msg & data rates may apply. Reply HELP for help or STOP to cancel at any time.

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Tutorial Details
Excel Version: Excel 365
Downloadable Files: Project File

Download Project File

Follow along with the tutorial by downloading the files used in it. (Completely Free)

Phone number is optional - we use it to send course discounts and weekly updates via SMS.

SMS Terms ▾
By submitting this form, you agree to receive recurring automated marketing text messages from TeachExcel at the mobile number provided. Consent is not a condition of any purchase. Msg frequency varies. Msg & data rates may apply. Reply HELP for help or STOP to cancel at any time.

View our Privacy Policy | Terms of Use
Excel VBA Course
Excel VBA Course - From Beginner to Expert

200+ Video Lessons
50+ Hours of Video
200+ Excel Guides

Become a master of VBA and Macros in Excel and learn how to automate all of your tasks in Excel with this online course. (No VBA experience required.)

View Course