Data lists in excel

Create a drop-down list

You can help people work more efficiently in worksheets by using drop-down lists in cells. Drop-downs allow people to pick an item from a list that you create.

1. In a new worksheet, type the entries you want to appear in your drop-down list. Ideally, you’ll have your list items in an
   Excel table
   . If you don’t, then you can quickly convert your list to a table by selecting any cell in the range, and pressing
   
   Ctrl+T
   
   .

   

   Notes: 

   • Why should you put your data in a table? When your data is in a table, then as you
     add or remove items from the list
     , any drop-downs you based on that table will automatically update. You don’t need to do anything else.

   • Now is a good time to
     Sort data in a range or table
     in your drop-down list.

2. Select the cell in the worksheet where you want the drop-down list.

3. Go to the
   
   Data
   
   tab on the Ribbon, then
   
   Data Validation
   
   .

   Note: 
   If you can’t click
   
   Data Validation
   
   , the worksheet might be protected or shared.
   Unlock specific areas of a protected workbook
   or stop sharing the worksheet, and then try step 3 again.

4. On the
   
   Settings
   
   tab, in the
   
   Allow
   
   box, click
   
   List
   
   .

5. Click in the
   
   Source
   
   box, then select your list range. We put ours on a sheet called Cities, in range A2:A9. Note that we left out the header row, because we don’t want that to be a selection option:

   

6. If it’s OK for people to leave the cell empty, check the
   
   Ignore blank
   
   box.

7. Check the
   
   In-cell dropdown
   
   box.

8. Click the
   
   Input Message
   
   tab.

   • If you want a message to pop up when the cell is clicked, check the
     
     Show input message when cell is selected
     
     box, and type a title and message in the boxes (up to 225 characters). If you don’t want a message to show up, clear the check box.

     

9. Click the
   
   Error Alert
   
   tab.

   • If you want a message to pop up when someone enters something that’s not in your list, check the
     
     Show error alert after invalid data is entered
     
     box, pick an option from the
     
     Style
     
     box, and type a title and message. If you don’t want a message to show up, clear the check box.

     

10. Not sure which option to pick in the
    
    Style
    
    box?

    • To show a message that doesn’t stop people from entering data that isn’t in the drop-down list, click
      
      Information
      
      or Warning. Information will show a message with this icon
      
      and Warning will show a message with this icon
      
      .

    • To stop people from entering data that isn’t in the drop-down list, click
      
      Stop
      
      .

      Note: 
      If you don’t add a title or text, the title defaults to «Microsoft Excel» and the message to: «The value you entered is not valid. A user has restricted values that can be entered into this cell.»

You can download an example workbook with multiple data validation examples like the one in this article. You can follow along, or create your own data validation scenarios.
Download Excel data validation examples
.

Data entry is quicker and more accurate when you restrict values in a cell to choices from a drop-down list.

Start by making a list of valid entries on a sheet, and sort or rearrange the entries so that they appear in the order you want. Then you can use the entries as the source for your drop-down list of data. If the list is not large, you can easily refer to it and type the entries directly into the data validation tool.

1. Create a list of valid entries for the drop-down list, typed on a sheet in a single column or row without blank cells.

2. Select the cells that you want to restrict data entry in.

3. On the
   
   Data
   
   tab, under
   
   Tools
   
   , click
   
   Data Validation
   
   or
   
   Validate
   
   .

   

   Note: 
   If the validation command is unavailable, the sheet might be protected or the workbook may be shared. You cannot change data validation settings if your workbook is shared or your sheet is protected. For more information about workbook protection, see
   Protect a workbook
   .

4. Click the
   
   Settings
   
   tab, and then in the
   
   Allow
   
   pop-up menu, click
   
   List
   
   .

5. Click in the
   
   Source
   
   box, and then on your sheet, select your list of valid entries.

   The dialog box minimizes to make the sheet easier to see.

6. Press RETURN or click the
   
   Expand
   
   button to restore the dialog box, and then click
   
   OK
   
   .

   Tips: 

   • You can also type values directly into the
     
     Source
     
     box, separated by a comma.

   • To modify the list of valid entries, simply change the values in the source list or edit the range in the
     
     Source
     
     box.

   • You can specify your own error message to respond to invalid data inputs. On the
     
     Data
     
     tab, click
     
     Data Validation
     
     or
     
     Validate
     
     , and then click the
     
     Error Alert
     
     tab.

See also

Apply data validation to cells

1. In a new worksheet, type the entries you want to appear in your drop-down list. Ideally, you’ll have your list items in an
   Excel table
   .

   Notes: 

   • Why should you put your data in a table? When your data is in a table, then as you
     add or remove items from the list
     , any drop-downs you based on that table will automatically update. You don’t need to do anything else.

   • Now is a good time to
     Sort your data in the order you want it to appear
     in your drop-down list.

2. Select the cell in the worksheet where you want the drop-down list.

3. Go to the
   
   Data
   
   tab on the Ribbon, then click
   
   Data Validation
   
   .

4. On the
   
   Settings
   
   tab, in the
   
   Allow
   
   box, click
   
   List
   
   .

5. If you already made a table with the drop-down entries, click in the
   
   Source
   
   box, and then click and drag the cells that contain those entries. However, do not include the header cell. Just include the cells that should appear in the drop-down. You can also just type a list of entries in the
   
   Source
   
   box, separated by a comma like this:

   
   Fruit,Vegetables,Grains,Dairy,Snacks
   

6. If it’s OK for people to leave the cell empty, check the
   
   Ignore blank
   
   box.

7. Check the
   
   In-cell dropdown
   
   box.

8. Click the
   
   Input Message
   
   tab.

   • If you want a message to pop up when the cell is clicked, check the
     
     Show message
     
     checkbox, and type a title and message in the boxes (up to 225 characters). If you don’t want a message to show up, clear the check box.

9. Click the
   
   Error Alert
   
   tab.

   • If you want a message to pop up when someone enters something that’s not in your list, check the
     
     Show Alert
     
     checkbox, pick an option in
     
     Type
     
     , and type a title and message. If you don’t want a message to show up, clear the check box.

10. Click
    
    OK
    
    .

After you create your drop-down list, make sure it works the way you want. For example, you might want to check to see if
Change the column width and row height
to show all your entries. If you decide you want to change the options in your drop-down list, see
Add or remove items from a drop-down list
. To delete a drop-down list, see
Remove a drop-down list
.

Need more help?

You can always ask an expert in the Excel Tech Community or get support in the Answers community.

See also

Add or remove items from a drop-down list

Video: Create and manage drop-down lists

Overview of Excel tables

Apply data validation to cells

Lock or unlock specific areas of a protected worksheet

Excel 2019 is used in many organizations to fill out information on customers, orders and products. Some of the data items are repetitive, meaning that you don’t type data into a cell but rather select from a data list. For instance, you might want to select a state from a dropdown list in a column that stores the state for a customer address. You can make it easier to fill out forms in Excel 2019 using data lists, and this article  shows you how to create them.

Set Up the List

Before you create a dropdown list in Excel, you need a list of data to use. Since you can make multiple worksheets in one Excel workbook, most people use a separate sheet to populate the data list. You can then configure any specific cell in the Excel form to point to this list of data. You then set the cell as a list, and Excel does the rest for you.

You don’t have to use a separate sheet to populate a data list. You can use the same sheet or even a separate workbook. You can use a separate workbook, but any changes to this workbook could affect the data list. Also, if the workbook is moved to a different directory or storage location, your list will no longer function.

For simplicity, this article’s examples use the same workbook and worksheet, but just know that you can use references to separate worksheets and workbooks for your own data lists.

Create a blank worksheet in a currently opened workbook, or you can create a new workbook to store the new data list. In the following scenario, a list of states is used for a data list. We’ll add five states to the first column (A) in a new worksheet.

(List of states set up for a dropdown)

In the image above, five states were added to their own cells. Notice at the top that «State» is used to label the column list. This is beneficial for the dropdown that we’ll make, and it helps label data so that others can understand what the list is used for. The list can be as long as it needs to be, but we’ve only added five states for simplicity.

You now need a place to display the dropdown that will contain these values. For simplicity, we’ll set up a dropdown in the same worksheet. Make sure that you label the dropdown as well so that users know what the dropdown list is for.

(Location of the state dropdown and its label)

In the image above, the cell E4 is selected as the cell that will contain the dropdown list. In D4, the label «States:» is displayed so that users know a list of states will be shown in the dropdown. It also helps users understand that they must select a state when they fill out the form. Labeling cells is an important part of creating effective spreadsheets that store the right data, especially among several users that add data and revise it periodically.

Creating a Dropdown Based on External Data

With the cell next to the «States:» label selected, click the «Data» tab. The «Data» tab has several data tools that you can use to work with lists. Click the «Data Validation» button, which is found in the «Data Tools» section of the «Data» tab.

(Location of the «Data Validation» button)

Clicking this button displays another dropdown selection. Click the «Data Validation» option, and a new window opens where you can configure your data list and cell that contains the options for a user to choose from.

(Data validation configuration window)

In the window above, you have several options to set a dropdown using a list of data. For a dropdown, you need to choose the «List» option. The «List» option is found in the «Allow» dropdown box.

(Select «List» for the validation criteria)

In the image above, notice that the «Allow» dropdown has the «List» option selected. This option tells Excel 2019 that you want to use a data list. If you hadn’t already created a data list in an external workbook or in a worksheet in the current workbook, you would need to cancel out of this window and create a list. For this reason, it’s better to create a list of data that you want to display in a dropdown before setting up this configuration option.

When you select «List» from the dropdown, a new list of options display in the «Data Validation» window. The «Source» text box is where you can type the range of cells. With a list of only five states, it’s easy to take a look at the cells that contain states and type them into this text box. However, when you have a range of cells that span several rows, you’d have to scroll down the spreadsheet to find the last cell in the list. You could also have empty cells that you miss as you scroll down the list. Instead of typing the cell range manually, you can click the arrow up button adjacent to the «Source:» text box. This opens a view of your spreadsheet where you can use your mouse to select the cells that contain a list of data.

Click the arrow button next to the «Source» text box to trigger the data selection feature. The «Data Validation» window collapses and then only the Source text box displays. Use the mouse to highlight each state. You don’t need to click the states individually. Instead, click the first state and drag your mouse to the last state in the list. The data validation tool will automatically create the range in the text box with the right textual labels that reference cells containing the information to display in the dropdown.

(Data list selected and displayed in Source text box)

Click the «Input Message» tab to see a list of options to prompt the user with information when the input cell is selected. In some scenarios, having a label such as «State» is not enough to explain what the user should input. You might need additional information to explain what is needed using a prompt. You could set a Note but these notes are used for revisions and not the best option for setting instructional information. With an Input Message, you can prompt the user and display additional information when the cell is selected.

(Input message configuration window)

The input configuration window contains a title and an input message. The «Title» text box is where you set up the main title that the user will see when clicking the cell. The «Input Message» is arguably the more important input text box. This text box describes the purpose of the input selected by the user. It gives additional information to help the user understand the right data selection when filling out the Excel 2019 form.

Fill out these two input fields if you think more information is needed for the user as the form is filled out. Click the «Error Alert» tab to set up an error message or warning for the user should one occur.

(Error alert option for a data dropdown)

In the configuration window above, the check box labeled «Show error alert after invalid data is entered» tells Excel to stop the user and display the configured error should the user enter invalid input. For instance, we have five states from which the user can select in a dropdown. If the user decides to enter a state that isn’t in the list, then Excel would display an error and prompt the user to re-enter information to valid input. You can remove this selection to skip the option, but you should only skip this option if you do not want to restrict data entry to only what’s available in the dropdown list.

In the «Style» dropdown, you can choose if you want to stop the user (the default), or if you want the message to show as an informational note or a warning. This gives you granular control of invalid data errors, so that you can choose if you want to allow the user to continue filling out the form even if data is incorrectly entered.

The «Title» and «Error message» input boxes are the text displayed to the user. Just like the ‘Input Message» option, the «Error message» text box is the most important because it gives the user detailed information on why the input is invalid.

After you make your choices in all three tabs, click the «OK» button, and Excel 2019 sets up the dropdown list in the selected cell.

(Dropdown using a data list)

You can test the new dropdown data list by selecting data. You can also test the error messages by setting the cell to a state that does not match one in the set list.

For instance, first click the arrow in the dropdown and select «Florida.» Notice that no error message is displayed. Next, click the dropdown cell, which is E4 in this example. Type the word «Text» in the input cell. Click away from the input cell by clicking cell F1. Notice that an error message displays indicating that incorrect input was detected.

(Error message displayed from invalid input)

This error and validation control let you stop invalid input so that you can keep a spreadsheet of data that follows a strict rule set. By blocking invalid input, you can ensure that only a specific set of data is added to your input forms.

Dropdown lists are a common part of forms, and Excel makes it easy to create them whether the list contains 2 or 2000 cells. Dropdown lists are valuable when you have a set list of items from which you want users to choose, so they cannot just type any value into a cell. Using data lists makes creating long forms with multiple dropdown lists faster and remember that you aren’t limited to just the current sheet. You can reference any worksheet or workbook that contains your data by just adding the appropriate reference syntax in your data validation options.

Managing Data

Most people who are familiar with the MS Office suite associate complex forms with Excel’s sister program Access, but you can use them in Excel as well. In fact, you can even share data between the two programs.

There are two kinds of forms available in MS Excel: data forms and worksheet forms. 

• Data forms are generally used for data entry. They are simple forms that list the contents of a single column. What’s more, they can display up to 32 fields at a time. This is especially helpful when dealing with a data range that reaches across more columns than will fit on a screen. You can insert, alter, delete, and even find records with data forms.

• Worksheet forms are more sophisticated and specialized. They can be customized to fit the information at hand or to fill a particular need. They can even be complex and appealing enough to be printed or distributed online. Worksheet forms must be created using the Microsoft Visual Basic Editor.

Adding the Form Button to the Quick Access Toolbar

The Form button is not included in the ribbon, but you can add it to the Quick Access Toolbar, which, if you remember, is in the upper left hand corner of the application window.

To add the Form button, click the arrow to the right of the Quick Launch toolbar and select More Commands. This will launch the Excel Options window, which can also be accessed by clicking Options on the File tab.

In the «Choose commands from» box, select Commands Not In the Ribbon, then scroll down through the list until you find Forms. Select it and click Add. When you are finished, click OK.

This is what the Form button looks like: .

Adding Records Using the Data Form

When you click the Form button for the first time, Excel will analyze the row of field names and entries for the first record. It uses that information to create a data form.

Let’s click on the Form button now.

The first record appears in the dialogue box:

Click Find Next to find the next record.

If you want to add a new record using the data form, click New.

As you can see in the snapshots above, the number of the record appears above the New button.

However, when you click the New button, it lets you know that it’s a new record.

Let’s add a new record.

Enter the information, then hit Enter.

The new record appears in your list:

You can hit ESC when you’re done adding records.

Editing Records in the Data Form

In addition to adding records, you can also edit them. You can use the data form to find records that need updated or removed from the list.

To do this, click the Form button on the Quick Access Toolbar.

Find the record that you want to update or remove. 

Now click in any of the fields to update the data. You can also delete data in the field.

Hit Enter.

Navigating Through Records in the Data Form

If you have a lot of records, navigating through them can be a challenge. The data form makes it a bit easier.

If you want to move to the next record in the data form, press Enter or the down arrow key.

To move to the previous record, hit the up arrow or press Shift+Enter.

To move to the first record in the data list, press CTRL+ ? (up arrow) or press CTRL+PgUp. 

To go to a new data form that comes after the last record, press CTRL+ ? (down arrow) or CTRL+PgDn.

Find Records in the Data Form

If you want to find a specific record, you can use the Criteria button in the data form. It’s pictured below.

When you click the Criteria button, Excel 2019 clears the field entries in the data form. Instead, the word Criteria is displayed. 

Let’s push the Criteria button to show you what we mean.

We now see a blank data form.

Notice that the word Criteria is above the new button, and the new button is inactive since we’re searching for a record.

Now, let’s say you’re looking for a woman named Mary Webb, but you have 5000 women named Mary in your list.  

Enter the criteria: Mary Webb.

Now click the Find Next button.

As you can see, it brings up the record.

You can also include the following operators in search criteria to help you find the record you need:

• ? for single

• * for multiple wildcard characters

• = Equal to

• > Greater than

• < Less than

• >= Greater than or equal to

• <= Less than or equal to

• <> Not equal to

Data Validation

Data Validation lets you choose what information is acceptable to enter into a cell. For instance, you may have a product code that has four digits. You can set up a cell so that anything other than a 4-digit number will display an error message.

To set up data validation, select a cell or cells, then click the Data tab. Go to Data Validation in the Data Tools group. 

Choose Data Validation from the dropdown menu.

You’ll see this window:

Since we’re going to set up a cell to accept only a 4-digit number, we will select Text length from the drop down menu that says «Allow» over it. From the Data dropdown menu, we are going to select «equal to» and in the length text field we will type «4.» That tells Excel we want an entry with four characters.

From here, we can hit OK and have Excel 2019 provide a generic warning that looks like this:

Alternatively, we can create a custom warning by selecting the Error Alert tab. Which looks like this:

Here we have selected the Warning style and entered the text for our error alert. 

When a user enters a code of less or greater than four digits, the message will look like this:

There are three kinds of error messages available in Excel: information messages, warning messages, and stop messages. Information messages and warning messages do not prevent invalid information to be entered into the cell; they simply inform the user that such an entry has been made. Users can choose to ignore the warning. A stop message, on the other hand, will not allow an invalid entry. It has two buttons, Cancel and Retry. Cancel restores the cell to its original value, and retry returns them to the cell for further editing.

You can also set up a message to remind users what the restrictions or expectations are. Use the Input Message tab to create a custom reminder.

It will display anytime the cell or the range of cells is selected, as in the example below.

Auditing

MS Excel gives you a variety of tools to audit information in a worksheet. Just like data forms, formula auditing can take some of the confusion and frustration out of dealing with lots of different formulas. You can also see which cells have invalid information in them. 

To use these tools, go to the Formulas tab, then the Formula Auditing group.

Select Error Checking and choose Error Checking from the dropdown menu.

That said, it is not always apparent which cells have formulas in them. Therefore, the first step to evaluate the formulas is to find them. Click the Show Formulas button, as highlighted below.

As you can see in the example below, the whole numbers will be changed to the formulas and the formula cells will be selected. 

To make it easier to see the cells when they are no longer selected, you can click the fill  button. This will fill the selected cells with very visible yellow. 

Let’s take a closer look at the other functions in the Formula Auditing group. 

These two buttons allow you to trace (and turn off trace) precedents in a formula. A precedent cell is one that is referred to by a formula in another cell. 

B2 thru B13 are precedents because they are referred to in the formula in cell B15. As you can see, the trace precedents button shows you the relationship between the cells.

The next button removes all arrows.  

The Watch Window (pictured below) is useful when you’re not sure if alterations to the value in a cell will affect a formula. You can easily remind yourself of the formula by adding it to the watch window.

The Evaluate Formula function will perform the calculations of a formula in slow motion so you can see each step. To use it, select a formula, then click the Evaluate Formula button  in the toolbar. You will see a box that looks like this: 

Click the Evaluate button to see Excel 2019 perform the calculations in slow motion. Use the Step In and Step Out buttons to navigate through each step in the formula.

Introduction to Data Plotting Using 3D Maps

Excel lets you explore your data in a worksheet by plotting it on a map.   For example, you might want to create a 3D map to show the cities where your customers live. You will need an image of a map in either .jpg, .png, or .bmp format.   If the data you wish to plot on a map doesn’t relate to cities, but perhaps instead locations in a warehouse, you’ll want to upload an image that relates to your data. That said, you will also need data that relates to the picture so that your data can be plotted using an XY coordinate system.

To create the 3D map, go to the Insert tab, then click the 3D Map button.

It may take a moment to load, but you will see the 3D Map screen.

To create a map customized for your data, click New Tour.

Go to Home>New Scene in the 3D Map screen. 

From the dropdown menu, select New Custom Map.

You will then see this dialogue box:

Locate the background picture you want to use.

Click Open. 

It’s easy to keep track of specific information

Updated on March 11, 2021

What to Know

• Select a cell > Home tab > Sort & Filter > Filter. Next, select a column header arrow to filter or sort the data.
• To guard against data errors, leave no blank rows or columns in the table.

An Excel spreadsheet can hold an enormous amount of data; Excel has built-in tools to help you find specific information when you want to retrieve it. Here’s how to create, filter, and sort a data list in Excel 2019, 2016, 2013, 2010; Excel for Microsoft 365; Excel Online; and Excel for Mac.

Create a Data List in Excel

After you’ve correctly entered data into a table and included the proper headers, convert the table to a list.

1. Select a cell in the table.

2. Select Home > Sort & Filter > Filter.

3. Column header arrows appear to the right of each header.

4. When you select a column header arrow, a filter menu appears. This menu contains options to sort the list by any of the field names and to search the list for records that match certain criteria.

5. Sort your data list to find whatever specific data you want to retrieve.

Note that a table of data must contain at least two data records before a list is created.

Basic Excel Table Information

The basic format for storing data in Excel is a table. In a table, data is entered in rows. Each row is known as a record. Once a table has been created, use Excel’s data tools to search, sort, and filter the records to find specific information.

Columns

While rows in the table are referred to as records, the columns are known as fields. Each column needs a heading to identify the data it contains. These headings are called field names. Field names are used to ensure that the data for each record is entered in the same sequence.

Make sure to enter the data in a column using a consistent format. For example, If numbers are entered as digits (such as 10 or 20,) keep it up; don’t change partway through and begin entering numbers as words (such as «ten» or «twenty»).

It’s also important to leave no blank columns in the table, and note that the table must contain at least two columns before a list is created.

Guard Against Data Errors

When creating the table, make sure the data is entered correctly. Data errors caused by incorrect data entry are the source of many problems related to data management. If the data is entered correctly in the beginning, you’ll get the results you want.

To guard against data errors, leave no blank rows in the table being created, not even between the headings and the first row of data. Make sure each record contains data about only one specific item, and that each record contains all the data about that item. There can’t be information about an item in more than one row.

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Bottom Line: The complete Excel guide on how to create drop-down lists in cells (data validation lists).  Includes keyboard shortcuts to select items, copying drop-downs to other cells, handling invalid inputs, updating lists with new items, and more.

Skill Level: Beginner

Download the Excel File

You can download the file I’m using in the video here:

What Are Data Validation Lists?

Creating a drop-down list is a great way to ensure that entries are uniform and free from spelling errors.  It also helps restrict entries so that only values you’ve approved make it onto the sheet.

That’s why they are also called data validation lists.  They help to make sure that only valid data makes it into the cells that you’ve applied it to.

This can be helpful when multiple users are entering data on the same sheet and you want the options to be limited to a list of items or values that you’ve already approved.

We can also use drop-down lists to create interactive reports and financial models, where results change when the user changes a cell’s value.

How to Create a Drop-down (Data Validation) List

To create a drop-down list, start by going to the Data tab on the Ribbon and click the Data Validation button.

The Data Validation window will appear.  The keyboard shortcut to open the Data Validation window is Alt, A, V, V.

You’ll want to select List in the drop-down menu under Allow.

At this point there are a few ways that you can tell Excel what items you want to include in your drop-down list.

Drop-down List from Comma Separated Values

The first way is by typing all of the options that you want in your drop-down list, separated by commas, into the Source field.  For example, if there are only two options to choose from, such as Yes and No, you would simply type “Yes, No” (do not include the quotation marks) in the Source box.  It doesn’t matter whether a space follows your comma or not.

A longer list of options might look like this: “Red, Blue, Green, Purple, Orange, Yellow, Brown”.  The options in your drop-down list will appear in the exact same order that you have typed them.

Note: On some language versions of Excel you will need to use a semicolon (;) instead of a comma.

Drop-down List from a Range of Values

The second way to fill your list with options is to choose them from a range of values.  To do this, instead of typing values into the Source field, you want to select the icon to the right.

Selecting this icon will open up a small window that will auto-fill when you select a range of cells on the worksheet. Once you’ve selected the values you want to appear in your drop-down list, you can click on the corresponding icon to take you back to the Data Validation window.

At this point, the range you’ve selected will show in the Source box and you can just hit OK.

Now the values in the range that you’ve selected show as options that you can choose from in your drop-down list.

Shortcut for Selecting from the Drop-down List

To choose the option you want from your drop-down list, you can use your mouse to click on the option you want.  Another way to select it is to use the keyboard shortcut Alt+?.  This brings up the drop-down list and you can use your up and down arrow keys to highlight the selection you want, and then press Enter to select.

How to Search the Drop-down List

Unfortunately, Excel doesn’t have an option to search the drop-down list for a particular item, but I’ve created an add-in that gives you that option.  It’s called List Search and you can access that add-in here:

Click here to download the List Search Add-in

Note: You will create a free account for the Excel Campus Members site to access the download and any future updates.  The download site also contains installation instructions and videos.

How to Copy the Data Validation List to Other Cells

If you have created a drop-down list for a particular cell and would like other cells to have the same data validation list, you can easily copy (extend) that list to other cells.

Start by clicking on the cell that has the list, and then select any additional cells that you want to extend the drop-down list to.  This can include blank cells or cells that already have values in them.

As before, you will click on the Data Validation button in the Data tab, but this time a warning will appear that says, “The selection contains some cells without Data Validation settings.  Do you want to extend the Data Validation to these cells?”

Choose Yes, and then hit OK when the Data Validation Window appears.  You’ll see that each of the cells in your selection now has the same drop-down options as the original cell.

It’s also worth noting that you can copy and paste Data Validation from one cell to another just as you would copy and paste normal values and formatting.

Handling Errors and Invalid Inputs

What happens when we enter a value into a cell that has a Data Validation List, but that value is not one of the options in the list?  That depends on the Error Alert settings, which we have control of.

To change the kind of message the user receives when they enter an extraneous value, you can go back to the Data Validation window.  Under the Error Alert tab, you can find three options: Stop, Warning, and Information.

You’ll also notice that there are fields where you can change the title of the error message and the text of the message itself, so that when the user enters data that’s not part of your validation list, they will receive an alert that’s worded in the way you want it to appear.

Here is an explanation of each Error Alert Style:

Stop Style

When the user types an invalid entry, an error message will appear that gives the option to either retype the entry or cancel the attempt.  The message looks like this:

Warning Style

The Warning style displays a message that gives the user a choice to allow an entry that isn’t on the preset list.

Information Style

The Information style displays a message that automatically allows the entry no matter what the value is.  The user is presented with informative text about validation rules.

Error Checking Alert

When any invalid entry is made in a cell, the error checking alert will appear in the cell.  The error is indicated with the green triangle in the top-left corner of the cell.  Clicking the Error Box button will allow you to see more info about data validation error.  You can select “Display Type Information” from the list to see the cause of the error.

Disable Error Alerts

Another option under the Error Alert tab is to uncheck the box that says, “Show error alert after invalid data is entered.”  This allows any value to be entered into the cell, and no message box will appear.

Adding New Data to the Source Range of the List

Adding new options to our drop-down list is possible, but it isn’t automatic when we add new items the bottom of our source list.  We need to tell Excel what our new extended source range is.  You can do that in the Data Validation window by just typing in the new range, or re-selecting the range to include the new data.  (See the section above entitled “Create a Drop-Down List from a Range of Values” for how to select your range.)

The great thing is that we don’t have to redefine these settings for each cell that has Data Validation.  The “Apply these changes to all other cells with the same settings” checkbox does this for us.  When you click the checkbox, the other cells will selected in the background. This gives you a visual indication of what will be updated.

Then press OK.  Any cells that shared the same data validation settings will now include the updated changes that you’ve made.

There is a way to automate the process so that any change you make to the source data instantly updates your drop-down list. It involves using Excel tables and named ranges. You can find out how in this post:

How to Add New Rows to Drop-down Lists Automatically – Dynamic Data Validation Lists

Removing Data Validation from a Cell

Getting rid of a Data Validation list is simple. Open the Data Validation window and click the Clear All button.

If you want to clear the validation settings from other cells with the same settings, make sure to click that checkbox before hitting the Clear All button.

Make Your Workbooks Interactive

Data Validation lists are a great tool to add to your Excel toolbelt.  They help us keep our data clean and make our spreadsheets easier to use.  We can use them as the source of lookup formulas to create interactive financial models and reports.  I will do some follow-up posts with these techniques as well.

Once you feel comfortable with drop-down lists, you may want to try dependent (also called cascading) lists. These are lists that change depending on what you’ve already chosen in another list. For example, you may create a list of car brands, like Toyota, Ford, and Honda. Then you can have a second list of car models that populates with specific options depending on what you choose in the first list. If you choose Toyota in the first list, you might see Corolla, Camry, and Tacoma in the second. But if you go back to the first list and choose Ford, the options in the second list can change to Mustang, Explorer, and Focus. Learn how to create dependent cascading lists here.

If you have any questions or comments about how to use drop-down lists, don’t hesitate to leave a comment below.  Thanks! 😊