How to Add a Drop-Down List in Microsoft Excel?

by James Antonio

If you are wondering how to add a drop-down in Excel and getting stuck while working on your datasheet. This article will help you adequately for the same.

Working on Microsoft Excel is very dynamic and because of its wide array of formatting options, your work can get disrupted in the middle.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

One of such prerequisites of working on an MS Excel document is the adding of the drop-down list. It is a very useful option to use and can benefit you in laying out the data adequately.

While representing huge datasets for your business, there are various formatting options that you would need. One of such is the addition of a drop-down list in MS Excel.

Steps to Add a Drop-Down List in Excel

This article will assist you with the easy steps involved in adding a drop-down list in Excel. Keep a keen eye out on the following section that lays out all the respective steps you would need to add a drop-down list in MS Excel.

Step 1: The first step for adding a drop-down list in Excel would need you to type out the items that you wish to appear in the respective drop-down list. Note that you would need to perform this action on a second sheet.

In case, you are working on a sheet that is shared with other users too, then you need to hide Sheet 2. For hiding Sheet 2, make a right-click on the tab of Sheet 2 and choose Hide.

You need to Hide Sheet

Step 2: In the second step, go to the first sheet and choose a respective cell.

Step 3: Navigate your mouse on the Data Tab and click on the Data Tools Group.

Step 4: Select Data Validation. When you choose the Data Validation option, you would find the Data Validation dialog box appearing.

you need to hide Sheet

Step 5: Under the Allow Box, hit the option List.

Step 6: Press on the Source Box and choose the range.

Data Validation Dialog Box

Step 7: Select OK.

If you are looking forward to copying or pasting a drop-down list, choose the cell with the drop-down list, thereby pressing CTRL + C. simultaneously, choose another cell and do the paste action by pressing CTRL + V.

If you wish to do this alternatively, instead of using a range reference for the same, you can choose to type the items on the Source Box directly.

This would enable case sensitivity for the drop-down list, which means any user typing on it would find an error alert displaying for them.

Data Validation Dialog Box

Now, that you have successfully understood how to add a drop-down list in MS Excel, the next immediate thing you would need to know is to allow other entries.

Steps to Enable other Entries in the Drop-Down List

When you create a drop-down list, it should also have the option for enabling other entries in the same. If you do not enable other entries in the drop-down list created, then any other user typing a value would find an error alert. Thus, this action is very crucial.

To enable other entries in the drop-down list created by you, here are the steps that have to abide for it:

Step 1: For step 1, it would include typing a value that is not currently present on the list select Data Validation. When you choose the Data Validation option, you would find the Data Validation dialog box appearing.

Data Validation

Step 2: Next, scroll to Error Alert Tab and execute the uncheck action for the option that says Show error alert after invalid data is entered.

Data Validation

Step 3: Press OK.

This would enable other entries in the drop-down list created by you.

Another interesting thing to know while you are learning about how to add a drop-down list in MS Excel is the Dynamic Drop-Down list.

Steps to Automatically Update Your Drop-down List

Using a formula, you would be able to update your drop-down list quite easily and automatically. Whenever you would need to add an item to the end of the list, you can make use of the Dynamic Drop-Down list that will automatically update your drop-down list.

Here’s how you can optimally use the Dynamic Drop-Down list:

Step 1: Go to the first sheet and choose a respective cell.

Step 2: Select Data Validation. When you choose the Data Validation option, you would find the Data Validation dialog box appearing.

Step 3: Under the Allow Box, hit the option List.

Step 4: On the Source Box, make a click and enter the formula: =OFFSET(Sheet2!$A$1,0,0,COUNTA(Sheet2!$A:$A),1).

Data Validation

Step 5: Press OK.

Step 6: Go to the second sheet and make an addition of a new item to the end of the list.

Looks to be much easier now? Adding a drop-down list in MS Excel is now a no-brainer, right! If this article helped you with the learning of how to add a drop-down list in MS Excel, go ahead and make that datasheet look professional and complete.

For more detailed tutorials on working on Microsoft Excel, save this space in your bookmarks!

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.



Why would I need to make use of Drop-down Lists in MS Excel?

Drop-down lists in MS Excel are very important and can be immensely useful. This helps users to select an item directly from a list thereby negating out the purpose of typing their respective values on the sheet.

How can I Remove a Drop-Down List in My Sheet once added?

If you wish to remove a drop-down list in your sheet once that is added, here are the steps that will enable you to do so:

Choose the cell that has the drop-down list.
Select Data Validation and choose the Data Validation option, you would find the Data Validation dialog box appearing.
Press Clear All.
Hit OK.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Call Now +1-800-689-5491
Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top