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Creating the Items

After deciding whether your first control will contain radio buttons or check boxes, you’ll create and label the control’s items.

  1. Scroll to a blank area of the worksheet in which to place the items. (The actual spot is irrelevant because you’ll arrange and move them later.)
  2. On the Developer tab, click the Check Box or Radio Button icon (see Figure 3).
  3. Click on the worksheet where you’d like the upper-left corner of the item to appear. The item appears and is sequentially numbered to reflect the number of form control items that you’ve created for the worksheet (Figure 4).
Figure 4

Figure 4 Each new item contains a default, temporary label: Option Button or Check Box, followed by a number that indicates the total number of control items created.

  1. Continue creating items by repeating steps 2 and 3. If you’re creating radio buttons and intend to use their result in a formula, place the items in a vertical stack. The value assigned by Excel to a selected radio button is based on the sequence in which you created the items—not on its position on the sheet. Stacking them in creation order will let you determine visually which item will be assigned 1, 2, and so on.
  2. To label each item, right-click (or Control-click) the item and choose Edit Text from the contextual menu. A text insertion mark appears at the beginning of the current label. Hold down the Shift key and press the down arrow key to select the entire label, and then type the new label text. Finish the naming process by clicking anywhere else on the sheet.
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