Easy Way to Add a Checklist to Excel

Watch video – Insert and Use Checkmark Symbol in Excel

Below is the written tutorial, in example you adopt reading over watching the video.

In Excel, at that place are ii kinds of tick marks (✓) that you can insert – a check mark and a checkbox.

And no… these are not the same.

Allow me explain.

• Check Marking Vs Check Box
• Inserting Cheque Marking Symbol in Excel
  • Copy and Paste the Check Mark
  • Apply the Keyboard Shortcuts
  • Using the Symbols Dialog Box
  • Using the CHAR Formula
  • Using Autocorrect
  • Using Conditional Formatting to Insert Cheque Mark
  • Using a Double-Click (uses VBA)
• Formatting the Check Marker Symbol
• Format Cheque Marking / Cantankerous Mark Using Conditional Formatting
• Count Check Marks

Bank check Mark Vs Check Box

While a bank check marking and a checkbox may look somewhat like, these two are very different in the style information technology can be inserted and used in Excel.

A cheque mark is a symbol that you can insert in a jail cell (just like whatsoever text that you type). This means that when yous copy the cell, y'all also copy the check mark and when y'all delete the cell, you also delete the check marker. Just like regular text, you tin can format it by changing the color and font size.

A checkbox, on the other paw, is an object that sits in a higher place the worksheet. And then when you place a checkbox above a prison cell, it's not a function of the cell merely is an object that is over it. This means that if you delete the cell, the checkbox may not get deleted. Also, you can select a checkbox and elevate it anywhere in the worksheet (as it's not bound to the cell).

You lot will find checkboxes being used in interactive reports and dashboards, while a checkmark is a symbol that you lot may want to include every bit a part of the report.

A cheque mark is a symbol in the jail cell and a checkbox (which is literally in a box) is an object that is placed higher up the cells.

In this article, I volition but be covering cheque marks. If you want to larn more nigh checkbox, here is a detailed tutorial.

In that location are quite a few ways that you can use to insert a check mark symbol in Excel.

Click here to download the example file and follow forth

Inserting Check Marking Symbol in Excel

In this commodity, I will evidence you all the methods I know.

The method yous use would be dependent on how y'all want to use the check marking in your work (as y'all'll see after in this tutorial).

Allow's go started!

Copy and Paste the Check Mark

Starting with the easiest one.

Since you're already reading this commodity, you tin can copy the below check mark and paste it in Excel.

To do this, copy the check mark and go to the jail cell where you lot want to copy it. At present either double-click on the cell or press the F2 central. This will take you to the edit mode.

✔

Simply paste the check mark (Control + V).

Once you have the check marker in Excel, yous tin can copy it and paste it every bit many times every bit you want.

This method is suited when you want to copy paste the check mark in a few places. Since this involves doing it manually, it's not meant for huge reports where you take to insert check marks for hundreds or thousands of cells based on criteria. In such a example, it's better to use a formula (as shown subsequently in this tutorial).

Utilize the Keyboard Shortcuts

For using the keyboard shortcuts, y'all will have to change the font of the cells to Wingdings 2 (or Wingdings based on the keyboard shortcut you lot're using).

Below are the shortcuts for inserting a check mark or a cross symbol in cells. To utilize the beneath shortcuts, yous need to change the font to Wingdings 2.

Beneath are some more keyboard shortcuts that you tin use to insert cheque mark and cantankerous symbols. To use the below shortcuts, y'all need to change the font to Wingdings (without the 2).

This method is best suited when y'all only want a bank check marker in the cell. Since this method requires you to change the font to Wingdings or Wingdings two, it volition not exist useful if y'all want to have whatever other text or numbers in the aforementioned cell with the check marking or the cross mark.

Using the Symbols Dialog Box

Some other fashion to insert a cheque mark symbol (or whatsoever symbol for that matter) in Excel is using the Symbol dialog box.

Here are the steps to insert the check mark (tick marking) using the Symbol dialog box:

1. Select the jail cell in which you want the bank check marking symbol.
2. Click the Insert tab in the ribbon.
3. Click on the Symbol icon.
4. In the Symbol dialog box that opens, select 'Segoe UI Symbol' equally the font.
5. Scroll downwardly till you find the check mark symbol and the double click on information technology (or click on Insert).

The above steps would insert i check marker in the selected jail cell.

If you desire more, but copy the already inserted one and apply information technology.

Note that using 'Segoe UI Symbol' allows you to use the bank check marking in any regularly used font in Excel (such as Arial, Time Now, Calibri, or Verdana). The shape and size may adjust a little based on the font. This as well means that you lot can accept text/number along with the check mark in the same cell.

This method is a flake longer but doesn't require you to know whatsoever shortcut or CHAR lawmaking. Once you accept used it to insert the symbol, y'all can reuse that ane past copy pasting information technology.

Using the CHAR Formula

Yous can use the CHAR function to return a check marker (or a cantankerous mark).

The below formula would render a bank check mark symbol in the cell.

=CHAR(252)

For this to piece of work, you need to convert the font to Wingdings

Why?

Because when you lot employ the CHAR(252) formula, it would give you the ANSI character (ü), and then when you modify the font to Wingdings, information technology is converted to a check mark.

You tin can employ similar CHAR formulas (with different code number) to go another format of the check mark or the cantankerous mark.

The real benefit of using a formula is when y'all utilize it with other formulas and render the check mark or the cross marking as the result.

For case, suppose you have a dataset as shown below:

You lot tin can use the below IF formula to become a check marking if the auction value is more than 5000 and a cross marking if it's less than 5000.

=IF(A2>5000,CHAR(252),CHAR(251))

Remember, you need to convert the column font to Wingdings.

This helps you brand your reports a niggling more visual. It besides works well with printed reports.

If you want to remove the formula and only keep the values, copy the cell and paste information technology as value (right-click and choose the Paste Special and then click on Paste and Values icon).

This method is suited when y'all want the check mark insertion to be dependent on cell values. Since this uses a formula, y'all can utilise it even when you have hundreds or thousands of cells. Also, since yous need to modify the font of the cells to Wingdings, you can't have anything else in the cells except the symbols.

Using Autocorrect

Excel has a feature where it can autocorrect misspelled words automatically.

For instance, type the word 'bcak' in a cell in Excel and run into what happens. It will automatically right information technology to the discussion 'dorsum'.

This happens as there is already a pre-made listing of expected misspelled words you're likely to blazon and Excel automatically corrects it for yous.

Hither are the steps to use autocorrect to insert the delta symbol:

1. Click on the File tab.
2. Click on Options.
3. In the Options dialogue box, select Proofing.
4. Click on the 'AutoCorrect Options' button.
5. In the Autocorrect dialogue box, enter the following:
   • Supercede: CMARK
   • With: ✔ (you can copy and paste this)
6. Click Add and and so OK.

Now whenever you blazon the words CMARK in a cell in Excel, information technology volition automatically change it to a check mark.

Here are a few things you lot need to know when using the Autocorrect method:

• This is case sensitive. So if y'all enter 'cmark', information technology will not get converted into the check mark symbol. You need to enterCMARK.
• This change also gets applied to all the other Microsoft applications (MS Word, PowerPoint, etc.). And so exist cautious and choose the keyword that you are highly unlikely to employ in any other application.
• If there is any text/number earlier/after CMARK, information technology will not be converted to the check mark symbol. For example, '38%CMARK' will not become converted, however, '38% CMARK' volition get converted to '38% ✔'

Related Tutorial: Excel Autocorrect

This method is suited when you want a ready reference for the check mark and yous use it regularly in your work. And then instead of remembering the shortcuts or using the symbols dialog box, you lot can quickly use the shortcode proper name that you have created for check mark (or whatsoever other symbol for that affair).

Click hither to download the instance file and follow forth

Using Conditional Formatting to Insert Check Mark

You can employ conditional formatting to insert a check marker or a cantankerous marking based on the jail cell value.

For example, suppose you have the data gear up as shown below and you desire to insert a cheque mark if the value is more than 5000 and a cross mark if it's less than 5000.

Here are the steps to do this using conditional formatting:

1. In jail cell B2, enter =A2, and then re-create this formula for all cells. This will make sure that now yous have the aforementioned value in the side by side jail cell and if you modify the value in column A, it's automatically changed in column B.
2. Select all the cells in column B (in which yous want to insert the cheque marker).
3. Click the Dwelling house tab.
4. Click on Conditional Formatting.
5. Click on New Rule.
6. In the 'New Formatting Rule' dialog box, click on the 'Format Style' driblet down and click on 'Icon Sets'.
7. In the 'Icon Style' driblet-down, select the style with the bank check mark and cross mark.
8. Bank check the 'Show Icon only' box. This will ensure that simply the icons are visible and the numbers are hidden.
9. In the Icon settings. alter the 'percent' to the 'number' and make the settings equally shown below.
10. Click OK.

The above steps will insert a dark-green check mark whenever the value is more than or equal to 5000 and a reddish cross mark whenever the value is less than 5000.

In this case, I have simply used these two icons, merely y'all can also use the xanthous exclamation mark as well if you lot want.

Using a Double-Click (uses VBA)

With a trivial bit of VBA code, you lot can create an crawly functionality – where it inserts a bank check marker as soon every bit you double click on a cell, and removes it if you double click again.

Something every bit shown below (the red ripple indicates a double click):

To do this, you need to utilise the VBA double-click event and a simple VBA code.

Simply earlier I requite you the full lawmaking to enable double click, let me quickly explain what how VBA can insert a cheque mark. The below code would insert a bank check mark in jail cell A1 and modify the font to Wingdings to brand sure y'all see the check symbol.

Sub InsertCheckMark() Range("A1").Font.Name = "Wingdings" Range("A1").Value = "ü" Terminate Sub

Now I volition use the same concept to insert a check mark on double click.

Below is the code to practise this:

Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean) If Target.Cavalcade = 2 Then Cancel = True Target.Font.Name = "Wingdings"     If Target.Value = "" Then         Target.Value = "ü"     Else         Target.Value = ""     End If Finish If Terminate Sub

You need to re-create and paste this code in the code window of the worksheet in which yous need this functionality. To open up the worksheet code window, left-click on the canvass name in the tabs and click on 'View Code'

This is a good method when you need to manually browse a list and insert cheque marks. Y'all can easily practise this with a double click. The best use case of this is when you lot're going through a listing of tasks and have to mark information technology as washed or not.

Click here to download the example file and follow forth

Formatting the Check Marker Symbol

A check marker is only like any other text or symbol that you lot use.

This means that you can hands modify its color and size.

All you demand to do is select the cells that have the symbol and apply the formatting such every bit font size, font colour, and bold etc.

This way of formatting symbols is manual and suited only when you take a couple of symbols to format. If yous accept a lot of these, it's amend to use conditional formatting to format these (as shown in the next section).

Format Cheque Marker / Cross Mark Using Conditional Formatting

With conditional formatting, you tin format the cells based on what type of symbol it has.

Below is an example:

Cavalcade B uses the CHAR function to render a check mark if the value is more than 5000 and a cross mark if the value is less than 5000.

The ones in column C and D uses conditional formatting and expect mode better as it improves visual representation using colors.

Let's see how yous can do this.

Beneath is a dataset where I accept used the CHAR role to become the check marker or cross marker based on the prison cell value.

Below are the steps to color the cells based on the symbol it has:

1. Select the cells that accept the bank check-marker/cross-mark symbols.
2. Click the Home tab.
3. Click on Conditional Formatting.
4. Click on 'New Dominion'.
5. In the New Formatting Rule dialog box, select 'Use a formula to decide which cells to format'
6. In the formula field, enter the post-obit formula: =B2=CHAR(252)
7. Click the Format push button.
8. In the 'Format Cells' dialog box, become to the Make full tab and select the green color.
9. Go to the Font tab and select color as white (this is to make certain your checkmark looks squeamish when the jail cell has a light-green background color).
10. Click OK.

Afterward the in a higher place steps, the data is going to look as shown below. All the cells that accept the bank check mark will be colored in green with white font.

Y'all need to repeat the same steps to now format the cells with a cross marker. Modify the formula to =B2=char(251) in stride 6 and formatting in step 9.

Count Check Marks

If you lot want to count the total number of check marks (or cross marks), you lot can practise that using a combination of COUNTIF and CHAR.

For example, suppose yous have the data set as shown below and you want to notice out the total number of stores that accept achieved the sales target.

Below is the formula that will give you the total number of bank check marks in column C

=COUNTIF($C$ii:$C$ten,CHAR(252))

Annotation that this formula relies on you using the ANSI lawmaking 252 to get the check marking. This would work if you have used the keyboard shortcut ALT 0252, or have used the formula =Char(252) or have copied and pasted the check mark that is the created using these methods. If this is not the case, then the higher up COUNTIF function is non going to work.

You May Also similar the following Excel tutorials:

• How to Insert Delta Symbol in Excel.
• How to Insert Degree Symbol in Excel.
• How to Insert a Line Suspension in Excel.
• How to Compare two columns in Excel.
• To-do List Excel Template.

whitfeldparsettern67.blogspot.com

Source: https://trumpexcel.com/check-mark/

Share :