Make your data validations dynamic! [quick tip]

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Ok, since excel school 3rd batch is going to open on 15th, I wasnt going to write anything today. I have slept just 4 hours last night, blame it on work (and that funny video on youtube). But I found 30 minutes free time, so here you go, a quick but delicious tip on making your data validation dynamic.

Data Validation - DemoDynamic Data Validation?!? What in the name of slice bread and peanut butter is that?

We all know that you can tell Excel to limit the input values in a cell to just a list of possible values using data validation (Here is a tutorial).

Let us say, you have set up a nice little data validation list to let your users select one of the several products listed. Like shown to the right.

But there is a problem, the list of products doesnt change whenever we add or remove products.

This is where the dynamic data validation thingie comes in to picture. It same as regular data validation, but with the ability to change input list whenever you have new data. See this short demo to understand:
Dynamic Data Validation - Demo

So, how to setup a dynamic data validation list?

if you are running Excel 2007 or above:

  1. Select your list of products (or invoices or cats) and make it in to a table. (here is a helpful tutorial on excel tables).
    Create a table - Dynamic Data Validation in Excel
  2. Now, create a new named range and point it to the table, like this:
    Dynamic range from table data
  3. Finally, give the named range as input list in data validation.
    data validation source range
  4. That simple!

if you are running Excel 2003 or earlier:

You are in for a lot of circus now. But be patient and take a sip of coffee. Then,

  1. Make a dynamic range from your list using OFFSET formula, like this:
    dynamic named range thru OFFSET formula - Excel
  2. Now, use the range name as input list in data validation.
  3. Pray to IT infrastructure gods that you should be given Excel 2010, really soon.

Download Example Workbook – Dynamic Data Validation in Excel

Go ahead and download example workbook and understand this concept better. Say goodbye to invalid data!

More resources on data validation & magic:

Some kicks ass stuff to help you do magic in excel thru data validation:

PS: If you like this trick, you are going to enjoy my excel school program. You should sign up, like today.

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11 Responses

  1. Ciao Hui,
    Collecting Excel tricks under the title “Notable Excel Websites (Non-MVP) Edition” is a brilliant idea…
    Thank you in the name of all The FrankensTeam.
    On our site there is a box with a picture and text highlighting:

    This is a no-MVP site
    we think ourselves “bad boys” a bit 🙂
    For those who would like to know why our site is a no-MVP site, enough to click on the link:
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    Thank you again!

  2. I really enjoyed this (newsletter). I must admit that I rarely read an Excel newsletter (and I subscribe to quite a few) all the way though, but this grabbed my attention and before I realized it, I was engrossed in it. I must also admit that most of this I don’t understand, yet. But, it excites me when I do learn something new in Excel. I can’t wait to see how much of this I can implement into my (constantly-evolving) ‘House Budget’ & ‘Family Medical’ worksheets that I have developed over the past few years! I sure hope to see more of these type of newsletters in the future! Thanks!

  3. Hui, This post is Superb! More over I have always been a fan of Roberto’s work and have learnt a lot from him.

    Here are some of my recent contributions

    1. Customising markers in a chart – http://www.goodly.co.in/customize-markers-in-a-chart/
    2. Charting Hacks to work faster – http://www.goodly.co.in/5-charting-hacks-to-help-you-work-faster/
    3. 7 Date formulas to make life easy – http://www.goodly.co.in/date-formulas-in-excel/
    4. Customised scrollbar using VBA – http://www.goodly.co.in/customized-scroll-bar-in-excel/
    5. Adding Direct Legends – http://www.goodly.co.in/customized-scroll-bar-in-excel/

    Hope everyone enjoys!

  4. I like the Excel Ninja Menus.
    1. Select a cell or range then move till the 4-way cross appears. Right-Click and drag the selection to another place in the worksheet then, like a ninja, a menu full of skills and throwing stars pops up allowing me to do all kinds of awesomeness.
    2. When you click the fill box on a Date and right click and drag it down, a lot of amazing Date options pop up.
    I also brand my Excel to remind myself that I’m awesome. In my personal macro workbook I place the following code.
    Private Sub Workbook_Open()
    Application.Caption = “SuperKrishna’s Awesomeness”
    End Sub

  5. My favorite tip goes along with #17. If you try to copy subtotaled data (and in earlier Excel versions filtered data),when you paste it all the data displays instead of just the summarized data.
    To get around this, select your summarized data, click on Find and Select tab and then select Go to Special. Click Visible cells Only and click OK. Now paste and you will see that only the summarized data has been copied.
    You can also go CTRL+G and then click the Special icon at the bottom of the dialog box.

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