Excel Lesson 15: Data Validation and Drop-Down Lists

📎 This article includes 1 downloadable practice file ↓

⏱ 3 min read

📘 Excel Beginner Course · Lesson 15 of 18

In this article
  1. A drop-down list in 30 seconds
  2. Number and date limits
  3. Custom rules with a formula
  4. Help people get it right
  5. Check data that’s already there
  6. Dependent drop-downs
  7. Where beginners go wrong
  8. Practice

Lesson 2 said “same spelling every time”. People don’t manage that: North, north, Nort and N all appear in the same column, and every report that counts “North” comes out wrong. Data validation stops it at the source: the cell only accepts what you allow.

A drop-down list in 30 seconds

  1. Type the allowed values on a sheet called Lists (North, South, East, West), one per cell.
  2. Select the cells where people will enter regions.
  3. Data › Data Validation › Allow: List › Source: select the list cells (=Lists!$A$2:$A$5).
  4. OK. Each cell now has a drop-down arrow, and typing anything else is refused.

For a short fixed list you can type the source directly: Yes,No or Paid,Pending,Cancelled.

💡 Make the list an Excel Table (Lesson 8) and use =INDIRECT(“Regions[Region]”) as the source. New items added to the table appear in every drop-down automatically.

Number and date limits

Allow Example rule
Whole number Quantity between 1 and 999 (no decimals, no zero)
Decimal Discount between 0 and 0.25 (up to 25%)
Date Between 01-04-2026 and 31-03-2027 (this financial year)
Text length Equal to 6 for a PIN code, 10 for a mobile

Custom rules with a formula

Choose Custom and write a formula that’s TRUE for valid entries. Write it for the first selected cell (say B2):

=AND(LEN(B2)=10, ISNUMBER(--B2), --LEFT(B2)>=6)        ' 10-digit mobile starting 6-9
=COUNTIF($B$2:$B$500, B2) = 1                           ' no duplicates in the column
=B2 <= TODAY()                                          ' no future dates

A full PAN and GSTIN example is in data validation basics. These rules catch typing errors; they don’t confirm a PAN or GSTIN actually exists.

Help people get it right

  • Input Message tab: a note that appears when the cell is selected (“Choose a region from the list”).
  • Error Alert tab: Stop blocks the entry; Warning asks “Continue?”; Information just informs. Write a useful message: “Quantity must be a whole number from 1 to 999”.

Check data that’s already there

Validation only checks new typing. For existing data, Data › Data Validation › Circle Invalid Data draws red circles round every cell that breaks its rule. Fix them, then Clear Validation Circles.

⚠️ Pasting into a validated cell replaces the rule with whatever was copied. On shared forms, protect the sheet (see protecting sheets) or ask people to Paste Special › Values.

Dependent drop-downs

A second list that changes with the first (Category → Item, State → City) is the next step: see dependent drop-down lists.

Where beginners go wrong

Problem Cause
No arrow on the cell “In-cell dropdown” unticked
Blank options at the end of the list Source range includes empty cells
Rule only works in the first cell $ on the cell in a custom formula ($B$2 instead of B2)
Bad data still present It was there before the rule; use Circle Invalid Data

Practice

Download this lesson’s workbook below. The Entries sheet has a good and a bad value for each field; write each rule as a TRUE/FALSE formula, then add it as a real validation rule. Type your answers in the yellow column; the Check column turns green when you’re right, and the Answers sheet shows a working formula for every task.

📎 Practice files for this article

  • 📗
    Lesson 15 practice workbookGood and bad sample values for PAN, mobile, quantity, dates, GSTIN, email, discount and region: write the rules, then apply them.
    ⬇ XLSX · 15 KB

Free to use for learning. Files with macros (.bas) are plain text — import them with Alt+F11 → File → Import File, and always test on a copy.

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