tutorial—in-cell dropdown list with challenge

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Copyright © 2011 Techronology. All rights reserved. Creating an In-cell Dropdown List in Microsoft Excel February 16, 2011

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This presentation provides illustrated instructions on how to create an in-cell dropdown list box in Microsoft Excel 2007. An in-cell dropdown box provides interactivity possibilities for spreadsheet design.

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Page 1: Tutorial—In-cell Dropdown List with Challenge

Copyright © 2011 Techronology. All rights reserved.

Creating an In-cell Dropdown List in Microsoft ExcelFebruary 16, 2011

Page 2: Tutorial—In-cell Dropdown List with Challenge

Overview

We will create an in-cell dropdown list to select a particular month

An in-cell dropdown list is a great way to provide interactivity to an ordinary spreadsheet

You can make decisions within the spreadsheet based on selections from the dropdown list

This quick tutorial will show you how to create an in-cell dropdown list box in Microsoft Excel 2007

Copyright © 2011 Techronology. All rights reserved.

Page 3: Tutorial—In-cell Dropdown List with Challenge

Data Validation at Work

Click on cell C3 Click Data from the main menu Under the Data ribbon, click Data

Validation– (If a dropdown menu appears, click Data

Validation again)

Validation may show up in a different location under the Data ribbon on your system

Copyright © 2011 Techronology. All rights reserved.

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Page 4: Tutorial—In-cell Dropdown List with Challenge

Create the List

Under the Setting tab, select List from the Allow dropdown list

Uncheck Ignore blank– Keep In-cell dropdown selected

In the Source box, enter the months Click OK once you are done

Copyright © 2011 Techronology. All rights reserved.

Page 5: Tutorial—In-cell Dropdown List with Challenge

Your In-cell Dropdown List is Now Created

Selecting a Month Click in cell C3, where you created the dropdown list Click on the down arrow after clicking C3 Select a month from the list– You can also type in a month directly, but it has to be on the list;

otherwise, you will get an error

An in-cell dropdown list loses its dropdown arrow once the cell loses focus

You can regain the dropdown arrow for reselection by clicking back into the cell with the data validation cell set

It is a good idea to format in-cell dropdowns with a different style from ordinary cells

Copyright © 2011 Techronology. All rights reserved.

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Page 6: Tutorial—In-cell Dropdown List with Challenge

Copyright © 2011 Techronology. All rights reserved.

Using a Range for an In-cell Dropdown List

Page 7: Tutorial—In-cell Dropdown List with Challenge

Cell Range as a List

In cell A3, type "Jan" and press Enter or Return Click on cell A3

(A thick border should surround the cell with a square on the lower-right edge)

Hover over the square until your mouse turns into a plus sign

Click and drag down about 12 rows(You should stop when you see Dec)– If auto fill does not work for you, just type in the

twelve months yourself

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Page 8: Tutorial—In-cell Dropdown List with Challenge

Define a Name through the Name Box

With the list of months selected, enter "Months" in the Name Box and press Enter– A3 through A14 can now be referred to as Months

Copyright © 2011 Techronology. All rights reserved.

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Page 9: Tutorial—In-cell Dropdown List with Challenge

Define the Range through a Dialog Box

Select cells A3 to A14 and right-click on the range From the short-cut menu, select Name a Range In the New Name dialog box, enter "Months" as the

name Press OK

Copyright © 2011 Techronology. All rights reserved.

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Page 10: Tutorial—In-cell Dropdown List with Challenge

Reference the Named Range through Validation

Click in cell C3 Open the Data Validation dialog box Enter "=Months" as the Source and press OK

Your dropdown list know refers to what ever is in cells A3 to A14

This also means you can change a value in a cell in the Months range and it gets updated automatically in the dropdown list

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Page 11: Tutorial—In-cell Dropdown List with Challenge

End Notes

From here, you can have other elements of your sheet update automatically based on a user's selection

There are many other ways to provide interactivity in Microsoft Excel

The in-cell dropdown list box provides a mechanism for users to control how other elements of a spreadsheet operate and interact with each other

You can also set custom error messages if the user enters an invalid selection

Check out the challenge on the next page…

Copyright © 2011 Techronology. All rights reserved.

Page 12: Tutorial—In-cell Dropdown List with Challenge

The Challenge

Create a chart that updates automatically when a user selects a choice from a dropdown list

Check out the work through of this challenge at the following location

http://www.techronology.com/index.php?pageID=007002&lessonID=excel0002&lessonType=pres

Copyright © 2011 Techronology. All rights reserved.

Page 13: Tutorial—In-cell Dropdown List with Challenge

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