Thursday, February 18, 2010

Using Validation to Create a DropDown Box

As an instructor of Excel classes that are as large as 250 professionals, it is common for me to field repetitive inquiries on certain Excel functions. One that I see a lot is “Is there an easy way to make a dropdown box in my Excel report?”

This is a good topic to revisit, as using a DropDown Box in an Excel report can add interactivity, efficiency, and a professional style to your worksheet.

The easiest and most effective way to do this is by using Validation:

1. Make a Source list that you want displayed in your DropDown box.

2. Select the cell in which you want the dropdown, (such as the green-shaded cell in the graphic).

3. Choose Validation / Allow List and then select the range from your Source list.

Presto! Instant DropDown Box!

By combining a dropdown and elements such as a VLookup function, you can create a powerful and interesting report in Excel. Give it a try, it’s Easy!

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