Create Dependent Drop Down List in Excel - EASY METHOD
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- Опубликовано: 4 июл 2024
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In this step-by-step tutorial, learn how to create dependent dropdown lists in Excel. This feature allows you to select a value in one dropdown list that influences the available options in subsequent dropdown lists. It's an incredibly useful tool for creating dynamic and interactive forms, and I'll show you just how easy it is to set up.
In this tutorial, we'll create an order form for the Kevin Cookie Company, where the items in one dropdown list will filter the options available in another. For instance, if a customer selects "cookie," they'll see all our delicious cookie options, and if they choose "drink," they'll see all our refreshing drink options. We'll also set up additional dropdowns for more specific selections, like coffee types or smoothie flavors.
What You'll Learn:
- How to create named ranges in Excel.
- Setting up the first dropdown list.
- Creating dependent dropdown lists using the INDIRECT function.
- Troubleshooting common issues with named ranges.
- Making your forms more dynamic and user-friendly.
Host: Kevin Stratvert
📚 RESOURCES
- Workbook Download: Follow along with the exact same workbook I'm using by downloading it here: 1drv.ms/x/s!AmxrofZZlZ-whdt5C...
⌚ TIMESTAMPS
00:00 Introduction
00:19 Download the workbook
00:31 Background
01:07 Set up a named range
02:57 Set up first dropdown list
04:22 Create dependent dropdown lists
09:04 Troubleshoot named ranges
10:29 Testing the Dropdowns
10:49 Copy dropdowns to multiple rows
11:24 Wrap up
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Наука
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8:51 If you want to avoid adding an underscore in "Fruit_Smoothie", make it look more professional/readable, you can add a substitute function to replace the space with an underscore.
=INDIRECT(SUBSTITUTE(B7," ","_"))
Love it! Great suggestion.
Nice! I was wondering about that the minute I saw the underscore
I was going to suggest the same thing. Personally I was thinking of using CamelCase for the named range, and then removing the space within the Indirect function, but both options would accomplish the same thing.
In addition, you can indicate the name range directly in the "Name Box" instead of clicking the "Create from Selection".
Anyway, this video shows the basic steps. Great! Looking forward for the next video!
Also, why Kevin it not using Tables for the list?
This was the most simplest explanation ever,Kevin is living legen
'most simplest"? I presume you mean "simplest". "most simplest" is a double superlative.
Name Range is one of the most overlooked features in Excel, yet one of the most powerful/useful of all.
Congrats on 3 million subscribers ! 🎉
Genius for its simplicity. I was watching your previous video regarding this subject and this last video is a lot easier.
KEVIN! This is sooo useful. I recently discovered data validation but had no idea I could make my life easier by naming the drop-down list. Thanks a mill.
I submit that rather than creating a Fruit_Smoothie that you put as the source - =indirect(substitute(b7," ","_",)) - I also suggest adding headings for each of the other drinks and create a selection with a blank cell - this way on the dropdown it will have a blank cell as (the only) value for Plain Milk or Chocolate Milk selections.
Thanks Kevin! Brilliant way of using indirect method
Thank you Kevin! Brilliant explanation…👏👏👏
In Lotus 123 -indirect- was not necessary. I don't know why MS has simplified this function. Same with the "D" functions: Dget, Dsum, etc. They are not dynamic, just useless. Thank you K.
Clicking the subscribe button from Africa, Malawi
Great video! I'll need to wait until there's class for intermediate to advanced. Looking forward that class (and that it's not $$)
Brilliant video!
Simplified and well understood. Thank You for the videos!
Thanks Kevin for the tutorial. 💪
Thanks Kevin
Excellent!👍
Great information, Kevin
Always fantastic
Thank you!!
Very nice video!
thanks for your sharing...appreciate it
This is extremely awesome! 😊
Thank you
Thanks Kevin. I am working on a food cost software template and this is handy to know.
Thanks its helpful
Great video. So now building off this, I want to track quantities. Not just the for this order, but for history. This person orders a regular coffee with 2 sugar cookies, so I add another column for quantity, easy enough. But want to export that information to know how many coffees or sugar cookies or whatever are ordered over the month to see if I should make more or take them off the menu. Just a thought for the next video to build off of.
Awesome...
can you also make a video about facebook ads ? thank you!
Please more Excel for Accounting
That only works if the values on the first and second column are unique values. My case test requires that the drop down on the third column considers results from column one AND two. Additionally, column 2 results will essentially show a list of 2 values that can be applicable to items on column 1 but will generate different results in column 3.
SO, if I need training on Power BI, SQL how can I register? Also consider training on XLS forms, creating survey questionnaires in ODK etc.
Happy Father's Day sir❤
This method is easier than the XLOOKUP one but I still prefer to use XLOOKUP, mostly because then you can avoid the underscores which don't look good. And also, you can add SORT to put the lists in alphabetical order. Or maybe there is a way to also have the list in alphabetical order with this Named Range method?
Appreciate the great video as always! I've never figured out a way to adjust the font size of the list within the dropdown box, or is it even possible?
Need to expand to tables so the list can grow with increased items in the lists
That’s very helpful. Just curious, will it still work if the item list were in excel tables instead of the named ranges. Thanks 🙏🏽
No cuz the list spills. it is possible, but u have to do a lot more reference many lists to get what u want.
Yes, it will work if your lists are tables. But you will still have to select the table and give it a range or list name. You cannot use the table name.
Yes it will. I think. You have to select the table column data, when defining the name range.
This is very good if you want to keep adding options and the named range dynamically updates.
Create Dependent Like Subscribers 👍
Thank you Kevin! Question: When I attempt to copy the dropdown to multiple rows, Excel automatically keeps the value of the "Type" dropdown as the same one as the first row (in this case referencing A7, and for "Additional," it's B7). It doesn't change to A8, A9, A10, etc. Any tips for fixing this?
thanks good , i liked , . . . how can i do this for google sheets , thanks before
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Mr. Kevin I had a question please...
what if I had only one fruit smoothie like vanilla and I want excel to fill it automatically when I choose Smoothie and the rest still as explained.
can we do this on google sheet
That was amazing and simple. Question. If you add more to the lists is there a way that the order form will pick up the changes automatically? Or would you like me to make each column in the list a table?
each list will need to be formatted as a table to be able to do this.
If you update the named list to include a new value, the drop-down list will automatically pick that up when someone goes to select an item. However, if someone has already chosen a value from the drop-down list, even if the list itself changes, the selected value won't change.
Hi Kevin. Is there a way to authomatically clear the depending selections once you select a different source list?
you can do it with vba. Put this code directly into the Order Form sheet code window, not in a module
Private Sub Worksheet_Change(ByVal Target As Range)
Dim rngList1 As Range
Dim rngList2 As Range
Dim rngList3 As Range
Set rngList1 = Me.Range("b7")
Set rngList2 = Me.Range("c7")
Set rngList3 = Me.Range("d7")
If Not Intersect(Target, rngList1) Is Nothing Then
' Clear List2 and List3 when List1 changes
rngList2.ClearContents
rngList3.ClearContents
End If
If Not Intersect(Target, rngList2) Is Nothing Then
' Clear List3 when List2 changes
rngList3.ClearContents
End If
End Sub
what about if my list is another excel worksheet? Is there a way to also pull the price? For example, you have your item and each item has a price as a column on the list, how can the price be pulled in another column after you have selected the correct product?
Like @Swane38, I would like to know why the font of the items in the drop lists is so damn small. Isn't there a way to make it bigger?
Is excel still worth learning?
@jeremys3951 Definitely! Many (or even most?) businesses use Excel, so learning it is recommended if you work for someone. As an Engineer, I had to learn it in order to "deep dive" into our business's Manufacturing Resource Planning (MRP II) data in order to analyze it for specific projects. If you're a student, you may very well have to use it in some college classes; I don't know what is taught in High School nowadays, so it may not be useful to you there if that's where you are now.
Interesting, but... this only works for a small number of predefined lists. How about another video where you have a bigger number of lists, or when they come from a query and aren't known in advance...
The way I’ve gotten around this is I make the dropdown lists I want to use a table. For example tblList[Item], tblList[Cookie], tblList[Drink]
For the name manager Item = tblList[Item], Cookie = tblList[Cookie], Drink = tblList[Drink]
Your first dropdown data validation formula is: indirect(“tblList[Item]”)
The dependent dropdown validation is: =Indirect(A1) (assuming that’s your reference cell).
The benefit of the table is that you can add items later on and you don’t have to define a set range. The downfall is if your list is large enough the dropdown always starts at the bottom, best way I’ve gotten around that is in your table leave the first row blank. I doubt this answers your question about queries or that this is the most optimal, but another way I’ve gotten it to work decently for what I need. I guess in theory if your query will always spit out lists under a specific Header you could get it to work
Question. Can 2 different order forms refer to the same list sheet? Provided contents are similar
Yes, you can refer to a named list any number of times 👍
@@KevinStratvert thank you Kevin! Another question, I'm struggling to hide or remove the underscores from my header category in name manager. They come randomly as you mentioned. But the only solution I've managed to "clean up" is by find and replace method on my Order Form. Is there a way to get rid of those underscores that come randomly? I've also tried the indirect substitute formula but it sort of messes things up
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Are you an Ai?