Create a Scroll Bar in Excel

The scroll bar in Excel is one of the most useful tools in Form Controls. If you are using it, you will save time and get more space. The biggest advantage comes when you work with a large data set. Using scroll bars, you can manage any size lists in a small space.

Sounds good!

Do you still remember the rule of the one-page excel dashboard? In some cases, you need to show data in a small section of your Workbook. Get free spaces using the scroll bar, and it’s valuable. From now on, you can use great charts!

In today’s step-by-step tutorial, we’ll show you how to manage a large dataset easily.

How to create a Scroll Bar in Excel

In the example, we will work with a large data set. The list contains 30 elements. Our task is to create a list that only contains ten elements and is in interactive mode.

The trick is that we can show all values in this window using the scroll bar. The result will look like this:

scroll bar

Steps to create a dynamic list using Scroll Bar

Step 1: Prepare Data

First, let’s take a look at the data table. Create a list that contains 30 elements. The list is a simplified sales database.

create list

The table contains the following fields:

  • Regions: the name of the place where the given manager works
  • Manager: the name of the managers, we filled the columns with names
  • Sales: the income that the given sales rep generated

Step 2: Locate the Developer Tab

Go to Developer Tab –> Insert –> Scroll Bar under the Form Control section

Tip: If you have not find the Developer Tab, enable it.

insert a scroll bar

Step 3: Insert a Scroll Bar

Click on the Scroll Bar button. You can find it in the Form Controls section. To insert a Scroll Bar, click anywhere in the active Excel worksheet.

excel form control

Step 4: Format the Scroll Bar

Right-click on the control. Click on ‘Format Control.‘ The Format Control dialogue box will appear.

right click format control

In the Format Control dialogue box, go to the ‘Control’ tab, and make the following changes:

set up the scroll bar
  • Current Value = 1
  • Minimum Value = 1
  • Maximum Value = 21

Explanation: The maximum value is 21 because we will display 10 elements in the list. You can get the idea that if the value of the N5 cell is 21, then the displayed values in the list will be between 21 and 30.

We want to show only ten rows, so the setup looks like this:

  • Incremental Change = 1
  • Page Change = 5
  • Cell Link = $N$5

Explanation: Let’s talk about the N5 cell! We have linked this cell to the scroll bar. The value of the cell will vary between 1 and 21. Its role is important because this will be one of the parameters of the OFFSET function. We will fill out the now empty table.

Set the scroll bar’s size and place it on the right-hand side of the table. In the picture below, you can see what the table looks like after the action.

apply the offset formula for cell H5

Next, write the following into the H5 cell:

=OFFSET(D4;$N$5;0)

As a result, we get the first element of the “Regions” column. Finally, copy this formula into all of the empty cells! And we are done with the dynamic list using the scroll bar and table. You can see this in the next picture:

result

What will make the list dynamic?

The OFFSET formula uses the D4 cell of the original list as a benchmark. With the help of the N5 cell determines the appropriate position. But what is the right position?

In the N5 cell (as we mentioned before), the values vary between 1 and 21. If we move the scroll bar up and down, then the value of the N5 cell will change.

Evaluate the =OFFSET(D4;$N$5;0) formula!

We use the D4 cell as a base for a benchmark. Currently, the value of the N5 cell is 1. This value will go into the H5 cell, which is one cell away downward from the D4 cell.

link the data using to create a scroll bar with offset

Working with OFFSET formula

Now let’s move the scroll bar so that the original list’s tenth element be the first item of the new list! It can be hard to imagine at first, so take a look at the picture below, and everything will be clear:

control the dynamic list

Let’s see what has changed!

The following formula gets the value of the H5 cell:

=OFFSET(D4;$N$5;0)

How can this be when the formula didn’t change? The formula did not change indeed, but the value of the N5 cell did. Because of the downward movement of the scroll bar, its value has changed from 1 to 10. How did this affect the result?

Okay, take a closer look at the data set! The starting point is again the D4 cell. The value of it is 10. As the OFFSET formula’s effect starts from the D4 cell, we jump exactly 10 rows downward. Now, the first position of the new list will be the tenth element of the old list.

We show this in the next picture; most of us rather a visual type:

scroll bar result

Conclusion

The Form Controls group supports many useful tools in Excel. Stay with us in the future, and soon you can meet with new Excel tips and tricks! You can try how the scroll bar works. Download the practice file!