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List Boxes

  1. #1
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    Jill Phillips
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    Excel 2011
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    13

    List Boxes

    Hello,

    Trying to revise a series of forms to include drop down lists for applicable accounting fields. Our employees need to select an applicable account and program code for purchases.

    I have a attached a draft file if anyone can assist.

    The last 2 columns on the Purchase log are where I'd like to have the drop downs, and the lists for the Account and Program Codes are on the 2 separate tabs.

    I have tried inserting the list box from the developer tab etc., but not getting anywhere. I guess I'm not sure what's involved and if this may be over my head.

    I enjoy teaching myself, so any help is appreciated.

    Thanks for any help.
    Attached Files Attached Files

  2. #2
    Valued Forum Contributor
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    10-17-2010
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    Nottingham, England
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    Excel 2003, 2007, 2010, 2013, 2016, 2019, 365
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    294

    Re: List Boxes

    Forget the developer tab. What you need is Data Validation. See attached.
    Attached Files Attached Files

  3. #3
    Valued Forum Contributor
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    10-17-2010
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    Nottingham, England
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    Excel 2003, 2007, 2010, 2013, 2016, 2019, 365
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    294

    Re: List Boxes

    Just to clarify, I did two things.
    1. Create named ranges on the sheets with the validation lists. The names are applied to the WHOLE COLUMN, so when you add new data on the bottom, it appears in the validation list.
    2. Select the cell/column where you want the first dropdown to appear (col k on the Purcases log). Data tab > Data Tools group > Data Validation; allow List, then when specifying the Source, put in =rangename (in this case =Accounts) - if you miss the =, it won't work. Repeat for the other column, using the other named range.

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