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Excel for Freshers — From Spreadsheet to Shortlist Module 4 · Lesson 11 of 15

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Module 4 · Tables and rules that keep a sheet correct Lesson 11 of 15

Data validation and drop-downs

Learning objective

Validation decides what may be typed into a cell: a whole number in a range, a date after today, or one of five values from a list. It is how a sheet stays usable by people who did not build it.

The concept

A validation error at the moment of typing is worth an hour of cleaning later, and the input-message tab lets you write the rule in words where the person can see it.

Keep validating in the import step too if the data arrives from elsewhere - cell validation is a courtesy to the typist, not a guard against bad data.

Spreadsheet
Data -> Data Validation
  Allow: Whole number   Minimum: 0         -> refuses negative amounts
  Allow: List           Source: =Categories -> a drop-down
  Allow: Date           Start: =TODAY()     -> no past dates

Custom: =AND(LEN(A2)=10, ISNUMBER(A2*1))    -> a 10-digit mobile number

Worked example

Data -> Data Validation -> List -> the five city names gives a drop-down; the same dialog refuses a past date with a simple rule.

Your practice task

Add a drop-down of five categories and a rule that refuses a negative amount, on one data-entry sheet.

Do this before moving on. Reading a solution teaches the shape of it; typing it teaches you.

Key takeaway

A validation error at the moment of typing is worth an hour of cleaning later, and the input-message tab lets you write the rule in words where the person can see it.

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Finish every lesson to unlock the certificate. Each one ends in a practice task — do them and the final project brief writes itself.