Dynamic (Cascading) Dropdowns that reset on change

Share

Facebook
Twitter
LinkedIn

Dynamic dropdowns are a handy way to get your users to make choices based on what they’ve previously chosen, while steering them away from making invalid choices. Today we’re going to look at one that easily handles multiple levels, and we’ll take a look at what could go wrong. Let’s see one in action, shall we?

Right, what’s on the (dropdown) menu?
Chandoo_CascadingDropdowns_NoChoices

Fruit, anyone?
Chandoo_CascadingDropdowns_First Choice

*BING!*
Chandoo_CascadingDropdowns_Not Done
Cool…check it out…as you can see from the above, the user gets prompted with “Choose…” whenever a subsequent choice must be made.

 

Ok, what kind of fruit should I have? Hmmm, let me see….eeny, meeny, miny, STRAWBERRIES!!!MO!
Chandoo_CascadingDropdowns_Strawberries

*BING!*
Chandoo_CascadingDropdowns_Still not finished

 

Ok, so what delights does Sub Category 2 have in store for me?
Chandoo_CascadingDropdowns_Earliglow

Earliglow? Never heard of it. Sounds delicious…I’ll have those, please.

*BING!*
Chandoo_CascadingDropdowns_Done

There, all done. Pretty nifty ehusers only get to see valid choices depending on what they chose last. So users simply can’t screw up!  Or can they?

[Evil user, determined to prove me wrong]: Wait a minute…I just remembered that mother expects me to eat my vegetables first, before I move on to dessert. So I better change that initial selection:

Chandoo_CascadingDropdowns_Change Initial Selection

*BING!*
Chandoo_CascadingDropdowns_Embarrassing
What the…Strawberries are vegetables???

Damn…changing upstream dropdowns later on means those downstream choices can be flat out wrong! So how can we make this bulletproof?

Macros to the rescue

Yep, we’ll use some code to clear out any ‘downstream’ choices if anything ‘upstream’ changes. Let’s go back to that original strawberry fest:
Chandoo_CascadingDropdowns_Done

Now watch what happens when our user subsequently decides they better vege out first:

*BING!*
Chandoo_CascadingDropdowns_Downstream Reset

Ahh…look at that: the code realized that all those downstream choices are no longer valid. So it deleted them, and prompted the user to choose again. There. Now that IS bulletproof.

So let’s see…hmmm…for an appetizer, I’ll have baby carrots:
Chandoo_CascadingDropdowns_Baby Carrots

 

And I already decided on Strawberries for pudding…
Chandoo_CascadingDropdowns_Pudding

 

But what about my main course. Ah, yes, of course…
Chandoo_CascadingDropdowns_Human

MEAT! Yummy. BURP!

What’s the recipe?

My approach draws on Roger Govier’s excellent sample file on the Contextures website. Be sure to check out that link to see Roger’s in-depth discussion of the formula magic behind this puppy…It’s genius.

In my Dynamic-Dependent-dropdowns-20140214, you’ll see that all the different categories used by the dropdowns are hosted in an Excel Table, that has the initial categories down the left hand side, and subsequent categories across the top:
Chandoo_CascadingDropdowns_val list

So how do these categories get used by the data validation dropdowns? Roger’s approach uses two dynamic named ranges to feed the data validation lists, one called MainList and one called SubList:
Chandoo_CascadingDropdowns_Name Manager

Here’s the MainList formula:
=INDEX(Table1[[Choose…]],1):INDEX(Table1[[Choose…]],COUNTA(Table1[[Choose…]]))

…and here’s the SubList formula:
=IF(OR(Sheet1!B8="Choose…",Sheet1!B8=""),"",INDEX(Table1,1,MATCH(Sheet1!B8,Table1[#Headers],0)):INDEX(
Table1,COUNTA(INDEX(Table1,,MATCH(Sheet1!B8,Table1[#Headers],0))),MATCH(Sheet1!B8,Table1[#Headers],0)))

The SubList formula has a relative reference in it: whatever cell you use it in, it retrieves the value of the cell to the immediate left, and then it scans the column headers of our validations table (Table1) looking for the heading that matches that value. Once it’s found it, it simply uses the items listed underneath that heading.

Because this formula is relative, before you enter it into the Name Manager, you will need to first select cell C8, because the above relative formula refers to B8 – the cell to the left. (Note that it doesn’t matter what is in C8 or where your actual dropdown are…rather it’s just that the above formula happens to refer to B8, and because we want our formula to always reference the cell on the immediate left, then we’ve got to select the cell to the immediate right before we enter this relative formula into the Name Manager.

Also note that my version of Roger’s approach uses Excel Tables and the associated Structured References that Table functionality allows. My table is called Table1. Your validation lists MUST be held within an Excel Table (which requires Excel 2007 or greater) and you MUST change the Table1 references in the above formula to match the name of your table.

Excel Tables – known as ListObjects to VBA developers – were introduced in Excel 2007, and are a very powerful and simple way to store things like lists, chart data, and PivotTable data…especially if you might need to add more data to your spreadsheet at a later date, and want to avoid having to repoint all your formulas to include the additional data. If you’re not familiar with Excel Tables – or you don’t know what that Table1[#Headers] guff above means – then I strongly suggest you check out Chandoo’s Introduction to Structural References and this great video he did with MrExcel.

The way these two formulas work is very clever. That MainList named range only gets used by dropdowns in that very first ‘Main Category’ column:
Chandoo_CascadingDropdowns_MainList2

…and all other ‘downstream’ dropdowns – no matter what level they are – are fed by the SubList named range:
Chandoo_CascadingDropdowns_SubList2

The beauty of Roger’s approach is that it can handle any number of cascading levels, provided all the category names are unique. All you need to do is simply add the new subcategories to the right hand side of our validations table (Table1).

Let’s look at an example. If you look at the below screenshot, you’ll see that users can choose from a number of different kinds of meat:
Chandoo_CascadingDropdowns_Meat List

Let’s add a further level that would give meat eaters some further choices relating to how their meat is prepared.

To set this up, all we need to do is take the individual items from that ‘Meat’ column and add each one as a new column header:
Chandoo_CascadingDropdowns_New Headers

Then we simply list the new options for each type of meat below the relevant header:
Chandoo_CascadingDropdowns_Flesh out

Now here’s the magic: as soon as we add another column to our input table and set it up with data validation – which I did simply by clicking on the bottom right corner of the cell with the word ‘Human’ and dragging it across – then Excel picks up on the fact that there’s a sub-subcategory, and serves it up to us. *BING!* Order up!
Chandoo_CascadingDropdowns_Raw Person

Add code, and stir-fry for 10 milliseconds

As mentioned earlier, in addition to Roger’s great method, I’ve written some code that clears out any downstream entries in the event that an upstream entry is changed. It’s in the sample workbook already, all set to go. But here’s the actual code, for you VBA nerds. (Special thanks to Gabor Madacs for some enhancement suggestions)

Option Explicit

Const CHOOSE = "Choose…"

Private Sub Worksheet_Change(ByVal Target As Range)
    On Error GoTo ErrorHandler
    Dim targetCell As Range
    Dim nextCell As Range
    Dim oldCalc As Excel.XlCalculation
    
    If Not Intersect(Target, [DataEntryTable]) Is Nothing Then
        If [Radio_Choice] = 1 Then
            With Application
                .EnableEvents = False
                .ScreenUpdating = False
                oldCalc = .Calculation
                .Calculation = xlCalculationManual
            End With
            
            For Each targetCell In Target
                'Clear any cells that use 'SubList' to the right of targetCell in the current table.
                If targetCell.Column < (targetCell.ListObject.ListColumns.Count + targetCell.ListObject.Range.Column - 1) Then 'there are table cells to the right
                    For Each nextCell In targetCell.Offset(, 1).Resize(, targetCell.ListObject.ListColumns.Count + targetCell.ListObject.Range.Column - targetCell.Column - 1)
                        If HasValidationFormula(nextCell) Then
                            If nextCell.Validation.Formula1 = "=SubList" Then nextCell.Value = ""
                        End If
                    Next nextCell
                End If
                
                'Perform different action depeding on whether we're dealing with a 'MainList' dropdown
                ' or a 'SubList' dropdown
                If HasValidationFormula(targetCell) Then
                    Select Case targetCell.Validation.Formula1
                    Case "=MainList"
                        If targetCell.Value = "" Then
                            targetCell.Value = CHOOSE
                        ElseIf targetCell.Value = CHOOSE Then
                            'Do nothing.
                        Else
                            targetCell.Offset(, 1).Value = CHOOSE
                        End If
                        
                    Case "=SubList"
                        If targetCell.Value = "" Then
                            targetCell.Value = CHOOSE
                        ElseIf targetCell.Offset(, -1).Value = CHOOSE Then
                            targetCell.Value = ""
                        ElseIf targetCell.Value = CHOOSE Then
                            'Do nothing
                        Else
                            Set nextCell = targetCell.Offset(, 1)
                            If HasValidationFormula(nextCell) Then
                                If nextCell.Validation.Formula1 = "=SubList" Then nextCell.Value = CHOOSE
                            End If
                        End If
                    End Select
                End If
            Next targetCell
            With Application
                .EnableEvents = True
                .ScreenUpdating = True
                .Calculation = oldCalc
            End With
        End If
    End If
    Exit Sub
ErrorHandler:
    With Application
        .EnableEvents = True
        .ScreenUpdating = True
        If oldCalc <> 0 Then .Calculation = oldCalc
    End With
    MsgBox Err.Description, vbCritical, Name & ".Worksheet_Change()"
End Sub

Private Function HasValidationFormula(cell As Range) As Boolean
    On Error GoTo ValidationNotExistsError
    If cell.Validation.Formula1 <> "" Then
        HasValidationFormula = True
    Else
        HasValidationFormula = False
    End If
    Exit Function
ValidationNotExistsError:
    HasValidationFormula = False
End Function
 


Hungry for more?


Here’s some related Posts at Chandoo.org:

Download the file

To see how this is done, download this file and enable macros:
Dynamic-Dependent-dropdowns-20140214

About the Author.

Jeff Weir – a local of Galactic North up there in Windy Wellington, New Zealand – is more volatile than INDIRECT and more random than RAND. In fact, his state of mind can be pretty much summed up by this:

=NOT(EVEN(PROPER(OR(RIGHT(TODAY())))))

That’s right, pure #VALUE!

Find out more at http:www.heavydutydecisions.co.nz

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

20 Responses to “Untrimmable Spaces – Excel Formula”

  1. MF says:

    Hi Chandoo,
    First of all, HAPPY NEW YEAR!!! Wish you and your family another fruitful year ahead.

    To answer your question: Power Query is the best way to trim. 🙂

    Btw, if Power Query is not available, then formula would absolutely do... but did you forget to mention also Char 32?

    One more question: Is the trailing minus meant to be a negative number? Maybe only the sender knows... 🙂

    Cheers,

  2. Duncan Williamson says:

    I know these spaces can be a real pain but these days I advise Excel users to learn and use Flash Fill and that will learn what to do pretty quickly.

  3. David Hager says:

    Highlight range to be cleaned. Then, in Replace, hold down the Alt key and type 0160. Replace with nothing.

  4. Steve Jones says:

    I accomplished this by writing a macro to go through all the possible unprintable characters. Looped through the range.

  5. Ramnath D says:

    I use a different method here. First, I will copy the data from Excel and paste it in a notepad. In Notepad, I will do a Find Blanks (Space " ") and Replace (Empty) with nothing.

    Then you can copy the data from Notepad and paste it back to Excel which will be a perfect number as you desire.

    But Thanks for the formula. Its probably the 2nd out of 8 tricks as Chandoo mentioned. Waiting for the rest among 8 from other users 🙂

  6. Andrew says:

    I don't understand the x's. Why weren't they removed in the formula? Or are they part of some sort of numeric formatting that I'm not familiar with? I saw how you handled the non-breaking spaces and the dashes, but am confused about what role the x's played in all this.

    Thanks!

    • NARAYAN says:

      Hi Andrew ,

      The xs have been used solely to demarcate the actual data text ; thus , without the x in place at the end of text , as in :

      x 4,124,500.00 x

      it would be impossible to know that there are unwanted trailing characters , in this case , after the last 0.

      These xs are not part of the original data text , nor are they used in the formulae ; they are put in only so that readers can visualize the individual items of data as they are in practice. Think of them as imaginary delimiters.

      • Andrew Patceg says:

        Oh, that makes sense! Thank you for the explanation. I had a feeling it was something along those lines.

  7. Mucio says:

    You can type this character using the Keys Alt+0160.
    Very useful to replace this Character using Find and Select resource.

  8. Neva says:

    For many years, my jobs have included ETL tasks and I built this macro to help long, long ago. I tweak it every now and again. Many co-workers, past and present, have it wired to a button on their toolbar.

    Sub Clean_and_Trim()
    'CAUTION: Strips leading zeroes -- do not use on zipcodes, etc.

    If Application.Calculation = xlCalculationAutomatic Then
    Application.Calculation = xlCalculationManual
    Revert = 1
    ElseIf Application.Calculation = xlCalculationManual Then
    Revert = 0
    End If

    For Each Cell In Selection
    For x = Len(Cell.Value) To 1 Step -1
    If Asc(Mid(Cell.Value, x, 1)) = 160 Then
    Cell.Replace What:=Chr(160), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    If Asc(Mid(Cell.Value, x, 1)) = 32 Then
    Cell.Replace What:=Chr(32), Replacement:=" ", LookAt:=xlPart, MatchCase:=True
    End If
    Next x
    If Cell.Value "" Then
    Cell.Value = Application.Clean(Application.Trim(Cell.Value))
    End If
    Next

    If Revert = 1 Then
    Application.Calculation = xlCalculationAutomatic
    ElseIf Revert = 0 Then
    Application.Calculation = xlCalculationManual
    End If

    End Sub

  9. Brigitte Calahate says:

    This is awesome! What if you have several characters you need to have removed? What would be the easiest way as I can imagine there are several ways.?

    # - 35
    $ - 36
    - 62
    / - 47
    , - 44
    . - 46
    " - 34
    : - 58

  10. Roby says:

    This is typical case of a Fitbit data export to Csv file. Each number has CHAR160 as thousand separator.. how smart Fitbit, thank you 😉

    By the way, i prefer to copy the character, and use find and replace.

  11. Suhas Shetty says:

    Sometimes it happens if you copy a table from outlook and paste it in excel. When you apply formula on those cells you will get error. What i use to do is
    copy one character that looks like space,
    select the entire range,
    go to Find and replace,
    Paste the copied character in Find option
    Leave the replace option unfilled..
    click on replace all..

    All the errors shall be converted in to proper values..

    Process looks lengthier.. but it is one of the simplest method

  12. Gerry says:

    If Clean, Trim, and Substitute, or Find and Replace does not complete the job, I usually enter a value of 1 in an empty cell. Copy the Value of 1, Highlight the range of text numbers, and Paste Special, Values, Multiply. This site is great!

  13. king faisal says:

    You can use Dose for Excel Add-In that can quickly clean huge data with one click besides more than +100 new functions and features to add to your Excel to save time and effort.

    https://www.zbrainsoft.com

  14. R.Ranjit says:

    Hi,
    I have a problem in excel. The sheet attached herewith.

    TABLE CONFIG 2/6
    A B C D E F G H
    1 WEIGHT1 43,599 WEIGH2 62500 WEIGHT3 77000 WEIGHT4 66,500
    2 DEDUCTION1 15,000 DEDUCTION1 15,000 TEMP 0 DEDUCTION2 11,005
    3 RESULT 58,599 RESULT-1 77,500 RESULT-2 77,000 RESULT-3 77,505
    4 RESULT SUBSTRACT 0 0 0
    5 REQUIRED VALUE 77,500 77,000 77,505

    Note: 1- RESULT (58599) IS TO BE DEDUCTION EITHER FROM D4 OR F4 OR H4 WHICHEVER IS MOST
    LEAST CELL AMONG RESULT-1 OR RESULT-2 OR RESULT 3.
    2-HENCE, RESULT VALUE $B$3 IS TO BE PRESENTED ON CELL EITHER D4 OR F4 OR H4 WHICHER IS
    MOST LEAST VALUE
    3-FORMULA =IF(E8<H8,$B$9,IF(E8<J8,$B$9,IF(H8<J8,$B$9,IF(H8<E8,$B$9,IF(J8<H8,$B$9))))))
    CREATED ON CELL D4,F4 & H4 DID NOT WORK.
    PLS FOR YOUR HELP.
    THANK YOU

Leave a Reply