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Create an interactive chart with series-selection checkbox in Excel

AuthorSunLast modified

In Excel, we usually insert a chart for better displaying data, sometimes, the chart with more than one series selections. In this case, you may want to show the series by checking the checkboxes. Supposing there are two series in the chart, check checkbox1 to display series 1, check checkbox2 to display series 2, and both checked, display two series as below screenshot shown.

Create an interactive chart with series-selection checkbox by Bulit-in features

Create an interactive chart with series-selection checkbox by Kutools for Excel

FeatureCheckboxes + FormulasKutools for Excel
Best forUsers who want to build a checkbox-controlled interactive chart manually with Excel’s built-in toolsQuickly creating an interactive line chart with checkboxes
Control typeForm Control CheckboxesAutomatically generated checkboxes
Multiple series at onceYes; each series can be shown or hidden independentlyYes; multiple series can be displayed together
Helper data requiredYes; requires linked cells and a separate helper rangeNo extra helper range required
Formula requiredYes; uses formulas such as IF and NA()No
Linked cell requiredYes; each checkbox must be linked to a TRUE/FALSE cellNo manual linked-cell setup
Setup complexityAdvanced; requires multiple manual stepsVery simple
Main advantageUses Excel’s built-in tools and offers full control over the setupCreates an interactive checkbox chart in only a few steps
Main limitationRequires checkboxes, linked cells, helper data, formulas, and considerable setupRequires Kutools for Excel

Create an interactive chart with series-selection checkbox by Bulit-in features

1. Firstly, please arrange the data range as below screenshot shown:
a screenshot of the source data

2. Then type below data into a blank range, supposing here, type 2018 into cell A6, TRUE in the cell B6, 2019 into cell A7, TURE in cell B7.

2018 and 2019 are the row header of the data that will be used as series in the chart.
a screenshot of creating a range that will be used as series in the chart

3. Then insert two checkboxes. Click Developer > Insert > Check Box (From Control). Then draw a checkbox in a blank place. Repeat this step to draw another checkbox.
a screenshot of selecting Check Box Control under the Developer tab

4. Then right click at the first checkbox, choose Edit Text from the context menu, then change the name of the checkbox 1 to 2018 (the first series name you will use in chart). Repeat this step to change the name of checkbox 2.
a screenshot showing how to edit the check box controla screenshot of the check boxes control after editing the text

5. Then right click at checkbox 2018, select Format Control from the context menu, in the Format Control dialog, in Cell link textbox, choose the cell B6 that you typed TRUE in step 2, and click OK.
a screenshot of opening the Format Control dialog boxa screenshot of choosing a cell link to the check box

Repeat this step to link the checkbox 2019 to cell B7.
a screenshot of choosing a cell link to another check box

Now when the checkboxes are checked, the text in B6 or B7 will display TRUE, or display FALSE.

6. Copy the data range, here is A2:M4, and paste them to a blank cell, for instance cell A10. Then delete all data range excluding the headers. See screenshot:

a screenshot of copying the source data range to a new location

7. In the cell B11, the first blank cell of the pasted data range, type this formula =IF($B$6,B3,NA()), then drag the auto fill handle right to fill all cells of the data range with this formula.
a screenshot of using formula to check if cell $B$6 contains a true value; if so, it returns the value from cell B3, otherwise, it returns #N/A

8. In the cell B12, type this formula =IF($B$7,B4,NA()), then drag the auto fill handle right to fill all cells of the data range with this formula.
a screenshot of using formula to check if cell $B$7 contains a true value; if so, it returns the value from cell B3, otherwise, it returns #N/A

9. Now select the pasted data range excluding first column data, for instance, B10:M12, click Insert tab and choose a type of chart in Chart group.
a screenshot of choosing a chart type for the new created range of cells

Now a blank chart inserted.
a screenshot showing a blank chart

You can check the checkboxes to display the data as you need.
a screenshot of checking the checkboxes to display data in the chart


Create an interactive chart with series-selection checkbox by Kutools for Excel

If you want an easier way to create an interactive chart without setting up formulas, helper columns, or complex controls, Kutools for Excel provides a convenient solution. With its Check Box Line Chart feature, you can quickly create a dynamic chart with checkboxes and freely show or hide multiple data series with just a few clicks.

  1. Go to Kutools > Charts > Category Comparison > Check Box Line Chart.
    enable the Check Box Line Chart of kutools
  2. In the Check Box Line Chart dialog box, specify the required ranges:
    • Data range: Select the values you want to plot in the chart.
    • Axis Labels: Select the cells containing the category labels for the horizontal axis.
    • Legend Entries (Series): Select the series names that will appear beside the checkboxes.
      specify the options in the dialog box
  3. Click OK to create the chart.
    the result by using kutools

Conclusion

Interactive charts with checkboxes make it easier to compare different data series in Excel by allowing users to show or hide each series as needed.

The Checkboxes + Formulas method uses Excel’s built-in Form Controls and gives you full control over the chart setup, but it requires linked cells, helper data, and formulas. For a simpler approach, Kutools for Excel can create a checkbox-controlled interactive chart in just a few steps without manually building helper ranges or linked-cell formulas.

Choose the manual method when you need a highly customized setup, or use Kutools when you want to build an interactive checkbox chart more quickly with fewer configuration steps.


Download sample file

Click to download the sample file


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