Excel Basics: How to add drop down list to validate data

Excel Dropdown lists - demo

Validating your data as you type can prevent any surprises when you are doing analysis / follow-up on the data. Thankfully, excel has the right tools to do it. Excel drop down list can assist you in picking up a value from a valid list to enter in a cell. Here is a short how-to guide to get you started on data validation in excel.

Howto set up Drop Down list in Excel?

  1. First, set up a list of valid values in range of cells. Say your valid list of entries is in A1:A6.
  2. Now go the cell where you want to validation drop down to appear.
  3. Go to Data ribbon and click on Validation
  4. Set up “List” as allowed values and enter =A1:A6 as Source (see below picture)
  5. Done. Now you can see the drop-down in your cell.
Excel Data Validation - Drop-down settings
Data Validation Settings

Howto ignore duplicates while setting up validation list?

If you want to use a source list that has duplicates and want to ignore them when setting up validation drop-down, then you have two options. Something like this:

drop-down in Excel without duplicates
Data Validation drop-down without duplicates
  1. Use Excel Dynamic Arrays (works in Excel 365)
  2. Use Pivot Tables (works in all versions of Excel)

Let’s say your list of inputs is in customers[Education] column.

Using Dynamic Arrays

Note: This works only in Excel 365 with dynamic array feature. Not all 365 users will have access to DA now, but everyone of them will get Dynamic Arrays soon.

Just go to an empty cell (preferably in a separate worksheet like settings tab) and type =SORT(UNIQUE(customers[Education]))

Excel will spill your data down to next few cells depending on how many unique values are in your data.

Let’s say your formula is in cell A1

Now, go to Formulas > Define Name and create a name for validation options as,

Dynamic array approach to get drop-down list without duplicates
Use # to tell Excel you want the entire spill range for the name

Finally, use myOptions as list source for data validation.

Using Pivot Tables for drop down without duplicates

This is most compatible option as it works in all versions of Excel.

  1. In a new sheet or blank range, insert a pivot table from your data.
  2. Add the Education field to row labels area
  3. Remove any grand, sub-totals
  4. Let’s say the first item in the pivot is in cell A2.
Pivot table method for creating data validation dropdown without duplicates
Pivot table with list of education values

Now, create a name with myOptions and use the formula

=OFFSET($A$2,0,0, COUNTA($A$2:$A$21), 1)

this will make a dynamic named range with how many ever education options are there in that pivot table.

Note: Change $A$21 to a cell address further down if you will have more options.

Finally, use myOptions as the list source for data validation.

Your drop-down list without duplicates will be ready.

Drop-down list without duplicates – Video

I made a video explaining how to make dropdowns without duplicate values. You can see a cameo from Nishanth (my son) in the video. Check it out if you want to understand how Dynamic Array method and Pivot Table method can be setup. Watch it below or visit my YouTube Channel.

Best Practice for Drop-downs

Drop-downs are very useful for data analysis, charting and reporting work. They are user friendly and easy to set up. That said, keep these ideas in mind when implementing them.

  • Use named ranges: Instead of hard-coding cell addresses, use named ranges for setting up validation lists. This will also enable you to connect data validation list to table columns thru structural references.
  • Source lists in a separate tab: Whenever possible, set up all your source lists in a separate tab. I call mine “Settings”. This will make any changes easy for you.
  • Don’t have too many options: If your drop-down is having more than 50 options, consider two-level cascading drop-downs or some other way to gather inputs.
  • Try Form controls or Slicers too: Drop-downs are great, but they are just one of the many ways to add interactive abilities to your workbooks. Consider form controls and Slicers too.

Download Practice Workbook

I made a workbook with simple and “avoiding duplicates” examples. Please download it here and practice to learn more about these techniques.

More Data Validation Tricks

Here is a collection of useful tricks and ideas with Data Validation. Check them out to learn more.

  • Using OFFSET or Table Refs to set up dynamic validation lists
  • Switch between short & long lists with IF formula in validation list
  • Use dropdown list to make a dynamic chart
  • Make AWESOME Data Entry form with validation rules – Case Study

The post Excel Basics: How to add drop down list to validate data appeared first on Chandoo.org – Learn Excel, Power BI & Charting Online.

Original source: http://feedproxy.google.com/~r/PointyHairedDilbert/~3/34KDQRg10XE/

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