Advanced Data Validation Techniques in Excel [spreadcheats]

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Data validation is a great way to keep your users informed about possible values in a cell and guide them to select something appropriate. As part of the spreadcheats series, in this post we will discuss 2 advanced data validation techniques that can help you when you are modeling a complex worksheet.

Problem 1: You have 2 lists of possible values and you want a way to switch between both

PS: Many thanks to Alex who proposed this idea and solution through e-mail.

You have a cell where user can enter any value from 2 lists. But you don’t want to overload the in-cell drop down list with tons of values, and rather prefer a simpler approach like this:

data-validation-switch-lists

Solution: Use an IF() formula in validation criteria

validation-criteria-if-formulaThe solution is to use an if() formula to determine which one of the two ranges should be used to validate cell contents.

  • Select the cell where you want to have this type of validation
  • Go to menu > data > validation
  • In the criteria area, select “allow” as “list”
  • In the source area, specify a formula like this: =IF($B$7="Full List",Full-list-range,Partial-list-range)

That is all, you now have a data validation list that can change its source based on user preference.

Problem 2 : You would like to change a list’s values based on what is selected in another list

data-validation-change-listsPS: Many thanks to Catherine for asking this question through email

You have a status tracking spreadsheet where each employee enters the status for each of the projects they are working on. They enter the status by first selecting the department and then selecting a project (from that department).

So how do you do this in Excel?

Solution: Use OFFSET and MATCH to determine which range to use

Remember the offset() and match() formulas we discussed in the last spreadcheats?  Assuming the list of projects for each department is in a range B10:C22 with column B having the department name and column C having the project name and the list is sorted on column B, we can use offset() and match() combination along with countif (ahem!) to determine which range to use for project cell drop-down.

  • For the department cell, we can use simple list validation with values as “Marketing, Ops, Sales, IT”
  • For project cell, go to data validation (menu > data > validation) and specify a formula like this:
    =OFFSET(C9,MATCH($B$6,$B$10:$B$22,0),0,COUNTIF(B10:B22,$B$6),1)
  • What is above formula doing? It is fetching a sub-range from the by finding where the first entry for the selected department is, returning x number of rows from that point, where x = no. of projects in that department.

That is all. You now have a list drop-down that changes values based on what is selected in an earlier cell.

Still having doubts?

Feel free to download this example workbook containing a tutorial on Advanced Data Validation in Excel and poke around to learn.

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17 Responses to “Custom Number Formats – Colors”

  1. Duncan says:

    You are right, Chandoo. I was playing with the colour numbers last week and some of them don't appear different from each other. Others are totally different from yours.

  2. Hui... says:

    @Duncan
    Each version of Excel, post 2003, renders colors slightly differently
    Different language versions may also have different default color palettes

  3. polo says:

    Hello in french
    excel 2010
    colo1 = couleur1 = black
    [couleur1]; [couleur2]; etc..

  4. Andras Ujszaszy says:

    @Hui, thank you very much again for this great post.
    However - under Excel 2007, Hungarian version your solution does not work with color names. I've tried both English and Hungarian names, but drops an error message "not valid formats"

    Do you have any idea how to solve this issue?
    thanks in advance

    • Hui... says:

      @Andras

      Without a Hungarian version of Excel 2003 I don't think I can assist

    • Sarah says:

      Have you tried using the colour numbers? I couldn't get the names to work (despite using an english version of excel). but it did work with the numbers though. I left out the "u" and was easily able to produce burgundy using [color9]

    • Florinel says:

      Here a possible solution: find an English version of Excel, write there the formats using English names, then open the file in the Hungarian version and see the translation.

  5. Nigel says:

    In Excel 2007 I can't get the colour names to work e.g Sea Green but the numbers do e.g color3 - colour3 does not work so I must bow to the country that has stolen my language (ha ha!)

  6. Hey chandoo, nice Tip!
    Wouldn't be easier just apply some conditional formatting for negative numbers and another for positive numbers? Or there's some cases that you can't do that?

  7. Unfortunately the TEXT function doesn't color the cell as number formatting does.

  8. Khalid NGO says:

    Hi Hui,
    Great post Sir, love the new way of formatting with color numbers.
    I am using 2007, and it leads me to the last color number 56.

    Thanks Hui.

  9. […] explains how to set up custom number formats with a wide array of […]

  10. Colin says:

    Thanks Hui - works a treat!

  11. John Smith says:

    Thank you, very helpful.
    Trying to figure out if it is possible to apply color only to a part of the cell?

    E.g. I have a value formatted as Accounting with a currency symbol.
    Those I find somewhat distracting though necessary. If I could make them less obtrusive by coloring them gray while the number would stay black, that would be great. Tried tinkering with the format string, but didn't get the desired result. Single color for complete cell value works, but coloring just part of it could not be achieved. Maybe somebody managed that?

  12. Shaun says:

    Exactly what I was looking for - thank you!

  13. colour in the Australian doesn't work - we have to go American and no problem.
    I always thought is was 56 colours notice you have 57. Cool.

    thanks
    Analir Pisani
    Customised Microsoft Office Training Specialist
    Sydney - Australia
    http://www.azsolutions.com.au

  14. Me Myself says:

    Thank You!

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