Monday, December 12, 2016

Excel: Create an Option List in a cell

Here's how to create an option set for a cell in Excel 2016.




So I have a form I'm creating and I want to limit the optional values in one column.  Here's a simple description of what I'm putting together.

The Column Name is "Status".  I want to make a limit the options for this cell instead of having it be filled in with any number of values.  If I can get consist data entry in this field I can then use it to filter the table or to pivot the data for further analysis.

Here are the options I want to make available:
  • Potential Buy
  • New Purchase
  • In Rehab
  • Listed
  • Pending
  • Sold
So, here's the step by step.

1. Create the options list on a separate page from your working doc
2. Select the cells that you want to use the option list
3. Go to the Data menu and click Validation
4. In the Validation Window select "List" from the Allow menu
5. Click the Source box and select the cells that show the options you want to use

1. Create the options list on a separate page from your working doc


2. Select the cells that you want to use the option list

3. Go to the Data menu and click Validation

4. In the Validation Window select "List" from the Allow menu

5. Click the Source box and select the cells that show the options you want to use

6.  The Option List should now be available for your cells