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14. Visuals and Their Formatting

14.20 Text Box, Image, Shapes and Buttons

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Start with a problem

Shraddha wants a page header with the logo, a short instruction line and a button that goes to the delivery page.

Explain simply

Text box, Image, Shapes and Buttons (Insert tab) are non-data elements. Buttons can run actions: page navigation, bookmark, back, drill-through, Q&A, web URL.

Show the data

Element Content
Text box "Operations overview – FY 2026-27"
Image logo.png (your own file)
Shape Rectangle header band
Button Go to Delivery page

About this data: This table uses columns: Element, Content. This table uses columns: Element, Insert from, Use, Key formatting. This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).

Demonstrate

  1. Insert › Text box › type the header › font size 18.
  2. Insert › Image › choose a logo file.
  3. Insert › Shapes › Rectangle › send it to back (Format › Arrange › Send backward).
  4. Insert › Buttons › Blank › Format › Button text Delivery details › Action On › Type Page navigation › Destination Delivery.
  5. In Desktop, Ctrl + click the button to test.

Show the result

Your result should look like this (fictional sample):

Header band with title text, logo on the left, and a Delivery details button that opens the Delivery page.

Explain what happened

These elements are not linked to data, so filters do not change them. The button action is stored with the button and runs on click (Ctrl + click in Desktop editing mode).

Explore further

  • Text boxes can show dynamic values (Module 20.4).
  • Use alt text on images for accessibility.

Detailed reference for this lesson:

Element Insert from Use Key formatting
Text box Insert › Text box Titles, notes, instructions; + Value adds dynamic values (Module 20.4) Font, size, colour, hyperlink, background, padding
Image Insert › Image Logo (e.g. a fictional Blinkit-style logo you have rights to), icons Scaling (Normal, Fit, Fill), action (make it clickable)
Shapes Insert › Shapes (Rectangle, Rounded rectangle, Oval, Line, Arrows, Triangle …) Backgrounds, panels, dividers, side menus Style › Fill, Border, Text, Rotation, action
Buttons Insert › Buttons (Blank, Back, Bookmark, Information, Help, Q&A, Navigator …) Navigation and actions (Module 19) States (Default, On hover, On press, Disabled), Icon, Text, Fill, Action

Ravindra Bagale's Tip

A common mistake is placing buttons and shapes without naming them in the Selection pane, and then bookmarks become impossible to manage. Name every button and shape ("btn_ShowTable", "bg_Header") as you add it. This matters for both exams and interviews.

Fix common mistakes

Wrong result Reason Correction
Button does nothing in Desktop Needs Ctrl + click while editing Ctrl + click, or test in the Service
Shape covers visuals Layer order Selection pane or Send backward
Logo blurry Small image stretched Use a larger PNG or SVG

Practise independently

Practice task

Add a Back button on the Delivery page.

Hints
  • Insert › Buttons › Back – the action is already set.
Solution

A Back button with Action Type Back returns to the previous page.

Think like a professional

Navigation elements make reports usable by managers who will never open the Filters pane. Keep buttons consistent across pages.

Ravi Sir's Cards for this lesson

Text box, image, shapes and buttons. Reports need titles, notes and navigation, not only charts.Revision card

मराठी cards