— Menu — Home » Resources » Screen Tips for Excel Reports Screen Tips for Excel Reports Last Updated on: July 31, 2021 Pop Up x teenies Amt renew et ee areca Ssepenvonos Learn m Selection No In this article, we'll show you how to build interactive screen tips for your Excel reports. A great user guide is a key element if you want to enhance the user experience (UX). The most important function of the interactive screen tips is to tell your story at a higher level using an excel dashboard.Satisfaction index How to build interactive screen tips 1. Insert a Shape Go to the Insert tab on the ribbon and select the ‘Shapes’ menu. From the list of the shapes, select and insert a rounded rectangle. FMM ere tee reget rrmuns naa fey ven RE oper ET El RBS © Br seen onene El Smut Ptinole Recommended Tele Petes Shae Icons 30 «N80 8 BB scone Pootlaes . Moe a eer RRSP ile Recent Used Shapes dans nae : M\NOCOALLSO US > BNE be 1 aa NNNLLL2 @ 616 —— poseaca Be Rectangle Rounded Comer 2. Format the screen shape i? Resommene Chae Sometimes the inserted object has some issues, and the shape contains a background or border. In the example, we need a white background and grey text color. To change th style, select the object.3. Add Explanation to screen tips Now, enter the right definition of acceptance ratio: “For example, if your company provides ten job offers in one month and six candidates accepted, the offer acceptance ratio for that month is 10:7. Your offer acceptance rate is 70%.” Acceptance ratio: For examole, if your company extended ten job offers in one month, and six candidates accepted, your offer acceptance ratio for that monthis 10:7. Your offer acceptance rate is 79% 4. Group Shapes into one object Because I want to use two infoboxes, repeat the above-mentioned steps. If we have two formatted shapes with proper text, follow the steps below: * To create a group, press and hold the Control key and select all rectangles * Right-click and select the Group option from the context menu. * Click on the Group command to merge the boxes into one object. You can see the action in the picture below:‘ceptanee rato For Sap your Bl gon > comoan extanded ten 0 offers none ‘arth, rdsh eandeate acceptes your 'B Bingtorront > ‘er acepance rt for that month isoawne, > 1307 Your offer acceptance rates 7% % = right seem deat = Uunderstan, bevels ob satsfactionis incredibly sraignforward. sina, & beneftsseesfcconie || ~ a : eesured by conducting survey erent ‘swens Pct employees and nesng sign Maer 5 5. Name the Group Our screen tip is almost ready. Only a few steps remain: to add a name for the merged objects. To do that, select the group. Locate the Name Box field. The Name Box appears on the top-left corner in Excel. Try to use a simple but proper name. We'll use it in our VBA code. In the example, we'll add the name ‘InfoBox’ for the group. Benefits satisfaction While some HR metrce Acceptance ratio: For exemple it your rmightseem deus ‘eepene crtined ea ete re Unerstons benef ont endst candidates ccepin, your -titaction i inereiby oer aceptancerato fr that months strigntorward Simpl, 207. Your offer acceptance ates 70% measured by conducting a suvey smonast employees and hearing | | benef ts sotaction = | oF oO oO 6. Insert a switch button for the screen tips Insert an icon for the switch button. You can use Microsoft Excel's built-in icon library. Go to the Insert tab and insert an icon. To improve the report's usability, we'll create an animated switch button. Insert two shapes! The next step is to add a name for the blue toggle button. In this case, ‘btnToggle’—_. 7 C® 7. Write a VBA code We want to animate the button! Create a small VBA engine to move the button. This trigger will show or hide the screen tips and change a button’s color from grey to blue. If the marker is blue, the screen tips are active. Elsewhere, the button is grey, and the contextual help remains hidden To reach the VBA editor, press Alt + F11. Create a new standard module and add the code below. [IGeneran T] [Sarenbaton 7 eion Explicit a Sub Switonsurton() ActiveSneet. Shapes. Range (Array ("InfoBox")) Visible = Hot Activesheet.Shapes Range (Array ("InfoBox")) If AcciveSheet. Shapes. Range (Array (*InfoBox")) Visible Then Wich Activesheet. Shapes Range (Array ("benToggle")) “Incrementiete 20 With Activesheet. shapes Range (Array ("benToggle*)) Fill -ForeColor.RGB = RGB(78, 131, 188) Ena Wath End With Wish Activesneer. shapes Range (Array ("btnToggie")) -FAI1 sForecolor.RGB = RGB(32, 103, 105) ich Activeshect. shapes Range (Array ("benToggie")) kad It End Subl 8. How the Screen Tips works To animate the button, we will assign the code to the shape. To do that, right-click on the object! Choose ‘Assign Macro’ from the context menu.© tink > Seve a Picture 2D smu oop ee Assign Macro. @ caeanter. Set Deo rape UD size and Properties. & Ferma Shape Select the ‘Assign Macro’ option. A new window appears. Select the ‘SwitchButton’ macro and assigns it to the button by clicking OK. Download the practice file! Additional resources: ‘* How to change shape color based on a cell value * Create interactive navigation menu using ribbon Category: film Resources Istvan Vozar Istvan is the co-founder of Visual Analytics Ltd. He writes blog posts and helps people to reach the top in Excel. Ultimate Dashboard Tools= f ¥ © N O fines ee Bee nl Bullet ScoreMeter ScoreMeter Variance doe Ee EE *e a : oi ad ll m = Milo Yeo Gent Og Pro Dashboard Add-in for Excel. Fully automated. Lightweight. No coding skills required Get it now Topics Formulas Functions Excel Dashboard Shortcuts Excel Tables Data visualization in Excel