Dashboards have limited space, which is why tables that allow you to scroll & sort are a must.
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Dashboards have limited space, which is why tables that allow you to scroll, and sort are super handy.
They enable us to embed an extract of data from a larger table in our Dashboard. Users can then scroll to see all the records and toggle which column to sort by and set the sort order.
In this video, I’m going to use dynamic array formulas which are available in Excel 2021 and 365. If you don’t have dynamic arrays, there is an alternate solution for earlier versions of Excel which I cover in my Excel dashboard course and you’ll find a link to it in the video description.
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⏲ TIMESTAMPS
0:00 How to Create a Scrolling Table in Excel
0:38 The data
1:06 Activating the Developer Tab
1:28 Inserting Option Buttons
3:07 Inserting the Scroll Bar
3:26 Linking Form Controls to Cells
4:33 Symbols for Sort Order
5:37 Linking Scroll Bar to a Cell
6:16 Naming Form Control Cells
6:28 Formula for Scroll & Sort Table
8:35 Conditional Formatting Selected Column
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