Search Contextures Sites

 

Contextures
Excel news
by email

 

 

 

 

 

 

Learn how to create Excel dashboards.

 

 

 

Update Your Excel Skills

 

 

30 Excel Functions in 30 Days

 

 

 

 

 

Learn how to create Excel dashboards.

Excel Data Validation -- Introduction

For the Excel 2003 video and instructions, click here.

What is Data Validation?

In Excel, the data validation feature helps you control what can be entered in your worksheet. For example, you can:

--create a drop down list of items in a cell
--restrict entries, such as a date range or whole numbers only
--create custom rules for what can be entered

In this tutorial, you'll see how to create a drop down list of choices in a cell.

list of options for drop down

Video: Create a Drop Down List in a Cell

To create a drop down list in Excel 2010, you can name a list of items, based on a named Excel table. Then, use that list as the source for the Data Validation drop down list. If you don't want to create a named table, you can follow the instructions in the named range section below.

Watch the steps in this short video, and the written instructions are below the video

Create a Drop Down List - Instructions

With Data Validation, you can create a dropdown list of options in a cell. Although you can type the list directly into the Data Validation dialog box, it's best to use a table on the worksheet, as described below.

NOTE: A data validation list can show up to show 32,767 items from a list on the worksheet.

Note: Data validation is not foolproof. It can be circumvented by pasting data into the cell, or by choosing Clear > Clear All, on the Ribbon's Home tab.

Create a Table

The easiest way to create and maintain the list of options, is to type them on a worksheet. You can do this on the sheet that will contain the drop down lists, or on a different sheet. In this example, the list will be stored on a sheet named Lists.

  1. Type a heading for the list -- Employees in this example
  2. Immediately below the heading cell, in single column, type the entries you want to see in the drop down list. Do not leave blank cells between the entries.

    list of options for drop down

  3. Select a cell in the list, and on the Ribbon's Insert tab, click Table

    list of options for drop down

  4. Add a check mark in "My table has Headers" and click OK

    list of options for drop down

The table is now a Named Excel Table.

Name the List Range

Next, you will create a named range that does not include the heading cell in the table. This named range will be dynamic -- it will adjust automatically if items are added to or deleted from the list.

  1. Click at the top of the heading cell, to select all the cells in the list (the heading will not be selected).

    list of options for drop down

  2. Click in the Name box, to the left of the formula bar
  3. Type a one-word name for the list, e.g. EmpNames.

    list of options for drop down

  4. Press the Enter key, to complete the naming process. (After you press Enter, the name will disappear, and the Table name will appear in the name box.)

Apply the Data Validation

Now that you have created a named range, you can use that to create a drop down list in one or more cells

  1. Select the cells in which you want the drop down list
  2. data validation command

  3. On the Ribbon's Data tab, click Data Validation.

    data validation command

  1. From the Allow drop-down list, choose List

    data validation on ribbon

  2. Click in the Source box, and type an equal sign, and the list name, for example:
    =EmpNames
    OR, press the F3 key, to see a list of names, click on a name, and click OK

    data validation on ribbon

  3. Click OK to close the Data Validation dialog box.
  4. Click on one of the cells, and click the drop down arrow

    data validation on ribbon

  5. Click on an item in the drop down list, to enter it into the cell.

data validation on ribbon

Video: Create Drop Down From List on Different Sheet

If you prefer not to create a named Excel table, you can create a named range, and use that as the source for a drop down list. The drop down lists can be on the same sheet as the source list, or on a different sheet.

Please watch this video to see the steps.

Use a Delimited List

Instead of referring to a list of items on the worksheet, you can type the list in the Source box, separated by commas. For example:

Yes,No,Maybe

Note: This method of Data Validation is case sensitive -- if a user types YES, an error alert will be displayed.

create delimited list

Allow Entries Not in Drop Down List

To allow users to type items that are not in the list., turn off the Error Alert.

turn error alert off

Download the Sample File

You can download the sample 2010 file here: Drop Down List Excel 2010 

More Data Validation Tutorials

Data Validation Basics Excel 2003
Create Dependent Drop Down Lists
Dependent Dropdowns from a Sorted List  
Dependent Lists With INDEX  
Hide Previously Used Items in a Dropdown List
Display Data Validation Messages to the User
Display Input Messages in a Text Box 
Use a Data Validation List from Another Workbook
Data Validation Criteria Examples
Data Validation Custom Criteria Examples
Data Validation Tips
Data Validation Documentation
Data Validation With Combo Box     
Data Validation Combo Box - Named Ranges
Data Validation Combo Box -- Click
Data Validation - Add New Items  

Learn how to create Excel dashboards.

 

 

Privacy Policy

 

Contextures Inc., Copyright 2013
All rights reserved.