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  • Data Validation - Dependent Lists

    Author: 2009-07-20 09:10:36 From:

    This tutorial will show you how to create a dependent list on Excel.  This technique is extremely useful when categorizing data. In the example below, the user will select the State in cell A3.  Cell B3 (City) will pull a city based off of the users selection.

    1. Start with a list of categories. I chose to use State and cities for this demostration.   

      Validation List used to categorize data.

    2. In order to set up our validation list, we need to define names to each series. To begin, select cells D3-D5.  Right about colume A, type “State” and hit enter.     

      Define Names

    3. Continue to define names for Ohio, Michigan, and Illinois.  Highlight cells E3-E5 and type “Ohio”    

      Continue to Name all columns.

    4. Once the columns are defined, we can now create our dependent validation list. Click on Cell A3.
    5. Click Data -> Data Validation ->Data Validation…
    6. Once the Data Validation box is displayed, click the down arrow and select “List.”   

      data_validate-box

  • Now it’s time to select the source data.  The source data selected here will show “=State” but will be cells D3-D5.   

    Source Data List

  • Now we have a state list generated. Make sure your list is working correctly before moving to the next step.   

    State drop-down list.

  • Now comes the good stuff!  Click on cell B3.  
  • Just like before, Click Data -> Data Validation ->Data Validation…
  • Once the Data Validation box is displayed, click the down arrow and select “List.”
  • Instead of clicking on the source button, type =INDIRECT(A3)    

    =INDIRECT(A3)

  • The INDIRECT function will take the selection in A3 and compare the names we defined earlier in B3.
  • If you receive an error message stating “The Source currently evaluates do an error.”  Click YES.   

    final

  •   If you need to add a third validation colume, use  =INDIRECT(SUBSTITUTE(B3&C3,” “,”"))   

    Third Column

  • Please feel free to comment if you have any questions.

    Tutorials Files:

    data_validation

    data_validation_97-2003

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