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Friday, 31 August 2018

Dynamic Lists with Excel Tables and Named Ranges

Dynamic Lists with Excel Tables and Named Ranges

Data Validation lists are drop-down lists in a cell that make it easy for users to input data. If you’ve never worked with data validation lists before, I suggest you start with this tutorial for creating drop-down lists in cells before moving on.
In today’s post, I want to show you how to make your drop-down list dynamic.  In other words, your list can automatically be updated with new options when you add or subtract entries to your source range.
This is done in three simple steps:
  1. Formatting the source range to be an Excel Table.
  2. Naming the range.
  3. Telling the Data Validation rules to pull the named range as your source.
I’ll explain in more detail below.

Step 1 – Format the Source Range as a Table

To begin, we will format our source range to be an Excel Table. On the Insert tab, you’ll chose the Table button.  The keyboard shortcut for inserting a Table is Ctrl+T.
Insert Table Keyboard Shortcut
The Create Table window will appear, showing the range of cells that will be in your Table.  Since our column begins with a header (“Products”), we want to make sure the checkbox that says “My table has headers” is checked. If we don’t check that box, the column title will be included in our source range and will appear as one of the options in our drop-down list.
Create Table Window Header Checkbox
If you haven’t used Tables before, I recommend checking out my Excel Tables Tutorial Video.
Step 2 – Create the Named Range
The next step in our process is to name our range for the “Products” Table that we just created.
On the Formulas tab in the ribbon, you want to select the Name Manager (or you could use the the Ctrl+F3 keyboard shortcut instead).
Name Manager Keyboard Shortcut
The Name Manager window will appear, and you will want to click on the New button.
Name Manager Window Select the New Button..
This brings up a new window that allows you to name your range.  I like to prefix my ranges with “rng” to make them easier to find in formulas. However, the naming is completely up to you.
The “Refers to” field allows you to select the range that you want to include.  The up arrow icon to the right of that field takes you to the worksheet. There you can highlight the selection that you want to use for your range.
Name and Define Range..
Once you have defined your range, you can click OK, and then close the Name Manager window.

Iam an Accountant by profession,Iam a father and a husband.In my free time i mentor Singles on relationships and write inpsirational articles.You can get a taste in www.theinsideoutliving.com.

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