Excel - Create dynamic drop down lists Video

In this video, you will learn how to create dynamic drop-down lists using Microsoft 365. The video covers the process of extracting a list of sellers from an order board and creating a dropdown list that includes each seller only once.
It demonstrates the use of Excel functions such as UNIQUE and SORT to organize the list alphabetically.
The video also explains how to set up the dropdown list using the built-in validation feature in Excel.
By using dynamic matrix functions, the dropdown list can accommodate new sellers added to the order sheet.
This tutorial will help you create efficient and flexible drop-down lists for your data management needs.

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Objectifs :

This tutorial aims to guide users in creating dynamic dropdown lists in Excel that display unique sellers from an order table, allowing for efficient data extraction and management.

Chapitres :

  1. Introduction to Dynamic Dropdown Lists
    In this tutorial, we will explore how to create dynamic dropdown lists in Excel. The focus will be on generating a list of unique sellers from an order table, which will help in extracting the number of associated orders available in the dataset.
  2. Understanding the Order Table
    The order table contains a list of customers associated with various sellers. It is important to note that the same seller may appear multiple times in the column due to several orders being linked to them. Our goal is to create a dropdown list that includes each seller only once.
  3. Using the UNIQUE Function
    To achieve a dynamically sized dropdown list, we will utilize Excel's UNIQUE function. This function allows us to extract a list of all sellers, regardless of how many times they appear in the order table. We will create a separate sheet named 'List' to store this unique list.
  4. Sorting the Seller List
    To enhance the presentation and usability of the seller list, we will incorporate another matrix function called SORT. This function will arrange the sellers in alphabetical order, making it easier to navigate the dropdown list.
  5. Creating the Dropdown List
    Next, we will create the dropdown list using Excel's built-in data validation feature. The challenge here is to define a source for the dropdown list that dynamically updates as new sellers are added. Instead of limiting the dropdown to a fixed range, we will use dynamic array functions to reference the results from our seller list.
  6. Implementing Dynamic Ranges
    To set up the dynamic dropdown list, we will specify the starting cell and add a pound sign (#) to indicate that we want to include all subsequent cells in the range. This allows the dropdown list to automatically adjust as new sellers are added to the order sheet.
  7. Counting Associated Orders
    Once the dropdown list is created, we can implement a COUNTIF function to count how many times a selected seller appears in the order column. This will provide valuable insights into the number of orders associated with each seller.
  8. Testing the Dynamic Dropdown
    To demonstrate the functionality, we can add a new order with a seller, such as 'Laurent Balardy.' After adding this data, we will see that Laurent Balardy appears at the top of the dropdown list, confirming that our dynamic list is working correctly.
  9. Conclusion
    In this tutorial, we successfully created a dynamic dropdown list in Excel that displays unique sellers from an order table. By utilizing the UNIQUE and SORT functions, along with dynamic ranges, we ensured that the dropdown list remains up-to-date and user-friendly. This approach enhances data management and allows for efficient order tracking.

FAQ :

How do I create a dynamic dropdown list in Excel?

To create a dynamic dropdown list in Excel, use the UNIQUE function to extract unique values from your data source. Then, apply Data Validation to create the dropdown list, referencing the range that includes the UNIQUE function output.

What is the purpose of the UNIQUE function?

The UNIQUE function is used to filter out duplicate entries from a list, providing a clean list of unique items that can be used in dropdowns or other analyses.

Can I sort the items in my dropdown list?

Yes, you can sort the items in your dropdown list by using the SORT function in conjunction with the UNIQUE function to ensure that the dropdown items are displayed in alphabetical order.

What happens if I add new sellers to my order sheet?

If you add new sellers to your order sheet, the dynamic dropdown list will automatically update to include the new sellers, provided you have set it up correctly using dynamic array functions.

How can I count the number of orders associated with a seller?

You can count the number of orders associated with a seller by using the COUNTIF function, which allows you to specify a condition (the seller's name) and count how many times it appears in your order data.

Quelques cas d'usages :

Sales Order Management

In a sales department, a dynamic dropdown list can be used to select sellers when entering new orders. This ensures that only valid sellers are chosen, reducing errors and improving data integrity.

Customer Relationship Management (CRM)

In a CRM system, using dynamic dropdowns for selecting sales representatives can streamline the process of assigning orders to sellers, making it easier to track performance and manage customer interactions.

Inventory Tracking

When managing inventory, a dynamic dropdown list can help in associating products with specific sellers, allowing for better tracking of stock levels and sales performance.

Reporting and Analytics

In reporting scenarios, using dynamic dropdowns to filter data by seller can enhance the analysis process, allowing users to generate reports based on specific sellers and their associated orders.

Training and Onboarding

During training sessions, demonstrating how to create and use dynamic dropdown lists can help new employees understand data management in Excel, improving their efficiency in handling order data.

Glossaire :

Dynamic Dropdown List

A dropdown list in Excel that updates automatically based on the data source, allowing users to select from a list that reflects current entries.

UNIQUE function

An Excel function that extracts unique values from a range, ensuring that each item appears only once in the result.

SORT function

An Excel function that arranges the values in a specified order, such as alphabetical, making it easier to read and navigate through data.

Data Validation

A feature in Excel that allows users to control the type of data entered into a cell, including the creation of dropdown lists.

Matrix Functions

Functions in Excel that perform calculations on arrays of data, allowing for more complex data manipulation and analysis.

Cell Reference

A way to refer to a specific cell in Excel, which can be used in formulas to perform calculations based on the data in that cell.

Count Function

An Excel function that counts the number of cells that contain numbers or meet a specified condition.

résultat(s)
00:00:00
In this tutorial we will see how
00:00:02
to create dynamic dropdown lists.
00:00:05
I want to create a dropdown list
00:00:07
that will offer me a list of sellers
00:00:09
in order to extract the number of
00:00:11
associated orders we have available
00:00:13
here in column C, a table of orders
00:00:16
which list our customers
00:00:18
associated with our sellers.
00:00:20
Then the same seller can appear several
00:00:22
times in the column since several
00:00:24
orders are associated with them.
00:00:26
To be able to create the dynamically
00:00:29
sized dropdown list that will
00:00:30
only include each seller once,
00:00:32
I will use the power of Excel
00:00:34
by the =UNIQUE function.
00:00:36
The first step will be to extract the
00:00:38
list of all sellers regardless of how
00:00:41
many times they appear on my order board.
00:00:44
To do this I have created a
00:00:46
sheet that I called list.
00:00:53
The order in which all employees
00:00:55
appear on the list is defined
00:00:57
by the order in which all
00:01:00
employees appear in column C.
00:01:01
To improve the ergonomics
00:01:03
and presentation of it
00:01:05
I will integrate another matrix function.
00:01:08
called =SORT, allowing me to
00:01:12
order each seller of this result
00:01:14
table in alphabetical order.
00:01:19
Now let's move on to creating the
00:01:21
dropdown list through the builtin
00:01:22
validation feature within Excel.
00:01:30
The problem with this validation
00:01:32
option will be to define a list
00:01:35
that will be based on a source.
00:01:37
And this source will be
00:01:38
extracted from the seller sheet.
00:01:42
The problem also will be the length of
00:01:44
the drop down list that will potentially
00:01:46
be able to accommodate new sellers
00:01:48
overtime so I could select the area.
00:01:53
But at that time my drop down list
00:01:55
would be limited to the sale and to 9
00:01:57
maximum and any seller added in the
00:01:59
order sheet that would take his place
00:02:02
would not be integrated.
00:02:05
We can however and thanks to
00:02:07
dynamic matrix functions,
00:02:08
refer to matrix results,
00:02:10
which will be the case here.
00:02:12
And it will be enough to specify
00:02:15
the starting cell by clicking on
00:02:17
it and adding the pound sign.
00:02:19
When I validate with OK,
00:02:21
we will have a dropdown list offering
00:02:23
alphabetically the list of wholesalers
00:02:25
available to be selected from this list,
00:02:28
for which I could set up as
00:02:29
it is the case here,
00:02:31
a fairly simple continuing function.
00:02:34
To a BC function allowing to count how
00:02:37
many times the same name of employees
00:02:40
presented in cell three of this
00:02:43
table will be presented in the column used.
00:02:46
If I add any additional data to my table.
00:02:50
Let's say a fake order customer
00:02:53
adds with seller Laurent Balardy.
00:03:02
We can see on the seller sheet
00:03:05
that Laurent Balardy has taken its place,
00:03:08
so it is now available in the generated
00:03:11
dropdown list here at the very top
00:03:14
with a comment associated with it.

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résultat(s)
00:00:00
Neste tutorial vamos ver como
00:00:02
para criar listas suspensas dinâmicas.
00:00:05
Quero criar uma lista suspensa
00:00:07
que me oferecerá uma lista de vendedores
00:00:09
a fim de extrair o número de seringas
00:00:11
Encomendas associadas que temos disponíveis
00:00:13
aqui na coluna C, uma tabela de ordens
00:00:16
que listam os nossos clientes
00:00:18
associados aos nossos vendedores.
00:00:20
Em seguida, o mesmo vendedor pode aparecer vários
00:00:22
vezes na coluna desde vários
00:00:24
as encomendas estão associadas a eles.
00:00:26
Para ser capaz de criar o dinamicamente
00:00:29
lista suspensa dimensionada que irá
00:00:30
incluir apenas uma vez cada vendedor,
00:00:32
Vou usar o poder do Excel
00:00:34
pela função =UNIQUE.
00:00:36
O primeiro passo será extrair a seringa
00:00:38
Lista de todos os vendedores, independentemente de como
00:00:41
muitas vezes eles aparecem no meu quadro de pedidos.
00:00:44
Para fazer isso, criei um
00:00:46
folha que eu chamei de lista.
00:00:53
A ordem em que todos os funcionários
00:00:55
aparecer na lista é definido
00:00:57
pela ordem em que todos os
00:01:00
os empregados aparecem na coluna C.
00:01:01
Melhorar a ergonomia
00:01:03
e apresentação do mesmo
00:01:05
Vou integrar outra função matricial.
00:01:08
chamado =SORT, permitindo-me
00:01:12
encomendar a cada vendedor deste resultado
00:01:14
tabela por ordem alfabética.
00:01:19
Agora vamos passar para a criação do
00:01:21
lista suspensa através do builtin
00:01:22
recurso de validação no Excel.
00:01:30
O problema com esta validação
00:01:32
opção será definir uma lista
00:01:35
que se baseará numa fonte.
00:01:37
E esta fonte será
00:01:38
extraído da folha do vendedor.
00:01:42
O problema também será a duração do
00:01:44
a lista suspensa que potencialmente
00:01:46
ser capaz de acomodar novos vendedores
00:01:48
horas extras para que eu pudesse selecionar a área.
00:01:53
Mas nessa altura a minha lista suspensa
00:01:55
limitar-se-ia à venda e a 9
00:01:57
máximo e qualquer vendedor adicionado no
00:01:59
folha de encomenda que tomaria o seu lugar
00:02:02
não seriam integrados.
00:02:05
Podemos, no entanto e graças a:
00:02:07
funções de matriz dinâmica,
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consultar os resultados da matriz,
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o que será o caso aqui.
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E bastará especificar
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a célula inicial clicando em
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e adicionando o sinal de libra.
00:02:19
Quando valido com OK,
00:02:21
teremos uma lista suspensa oferecendo
00:02:23
Por ordem alfabética, a lista dos grossistas
00:02:25
disponível para ser selecionado a partir desta lista,
00:02:28
para o qual eu poderia configurar como
00:02:29
é o caso no caso em apreço,
00:02:31
uma função contínua bastante simples.
00:02:34
Para uma função BC que permite contar como
00:02:37
muitas vezes o mesmo nome dos funcionários
00:02:40
apresentada na célula três deste
00:02:43
tabela será apresentada na coluna utilizada.
00:02:46
Se eu adicionar quaisquer dados adicionais à minha tabela.
00:02:50
Digamos que um cliente de pedido falso
00:02:53
acrescenta com o vendedor Laurent Balardy.
00:03:02
Podemos ver na folha do vendedor
00:03:05
que Laurent Balardy tomou o seu lugar,
00:03:08
por isso está agora disponível no gerado
00:03:11
lista suspensa aqui no topo
00:03:14
com um comentário associado a ele.

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résultat(s)
00:00:00
In questo tutorial vedremo come
00:00:02
per creare elenchi a discesa dinamici.
00:00:05
Voglio creare un elenco a discesa
00:00:07
che mi offrirà un elenco di venditori
00:00:09
per estrarre il numero di
00:00:11
ordini associati che abbiamo a disposizione
00:00:13
qui nella colonna C, una tabella degli ordini
00:00:16
in cui sono elencati i nostri clienti
00:00:18
associati ai nostri venditori.
00:00:20
Quindi lo stesso venditore può apparire più
00:00:22
volte nella colonna da diverse
00:00:24
gli ordini sono associati ad essi.
00:00:26
Per essere in grado di creare dinamicamente
00:00:29
elenco a discesa di dimensioni che lo farà
00:00:30
includi ogni venditore una sola volta,
00:00:32
Userò la potenza di Excel
00:00:34
tramite la funzione =UNIQUE.
00:00:36
Il primo passo sarà quello di estrarre il
00:00:38
elenco di tutti i venditori indipendentemente da come
00:00:41
molte volte appaiono nella mia bacheca degli ordini.
00:00:44
Per fare ciò ho creato un
00:00:46
foglio che ho chiamato lista.
00:00:53
L'ordine in cui tutti i dipendenti
00:00:55
apparire nell'elenco è definito
00:00:57
in base all'ordine in cui tutti
00:01:00
i dipendenti compaiono nella colonna C.
00:01:01
Per migliorare l'ergonomia
00:01:03
e presentazione dello stesso
00:01:05
Integrerò un'altra funzione matriciale.
00:01:08
chiamato =SORT, permettendomi di
00:01:12
ordina a ciascun venditore questo risultato
00:01:14
tabella in ordine alfabetico.
00:01:19
Passiamo ora alla creazione del
00:01:21
elenco a discesa tramite il built-in
00:01:22
funzionalità di convalida all'interno di Excel.
00:01:30
Il problema con questa convalida
00:01:32
l'opzione sarà definire una lista
00:01:35
che sarà basato su una fonte.
00:01:37
E questa fonte sarà
00:01:38
estratto dalla scheda del venditore.
00:01:42
Il problema sarà anche la lunghezza di
00:01:44
l'elenco a discesa che potenzialmente
00:01:46
essere in grado di accogliere nuovi venditori
00:01:48
straordinario in modo da poter selezionare l'area.
00:01:53
Ma a quel tempo il mio elenco a discesa
00:01:55
sarebbe limitato alla vendita e a 9
00:01:57
massimo e qualsiasi venditore aggiunto nel
00:01:59
foglio d'ordine che prenderebbe il suo posto
00:02:02
non sarebbe integrato.
00:02:05
Possiamo comunque e grazie a
00:02:07
funzioni matriciali dinamiche,
00:02:08
fare riferimento ai risultati della matrice,
00:02:10
che sarà il caso in questo caso.
00:02:12
E sarà sufficiente specificare
00:02:15
la cella iniziale facendo clic su
00:02:17
e aggiungendo il simbolo della sterlina.
00:02:19
Quando confermo con OK,
00:02:21
avremo un elenco a discesa che offre
00:02:23
in ordine alfabetico l'elenco dei grossisti
00:02:25
disponibile per essere selezionato da questo elenco,
00:02:28
per il quale potrei impostare come
00:02:29
è il caso qui,
00:02:31
una funzione continua abbastanza semplice.
00:02:34
A una funzione BC che consenta di contare come
00:02:37
molte volte lo stesso nome dei dipendenti
00:02:40
presentato nella cella tre di questa
00:02:43
la tabella verrà presentata nella colonna utilizzata.
00:02:46
Se aggiungo dati aggiuntivi alla mia tabella.
00:02:50
Supponiamo che un cliente abbia effettuato un ordine falso
00:02:53
aggiunge con il venditore Laurent Balardy.
00:03:02
Lo possiamo vedere sulla scheda del venditore
00:03:05
che Laurent Balardy ha preso il suo posto,
00:03:08
quindi è ora disponibile nel generato
00:03:11
elenco a discesa qui in alto
00:03:14
con un commento associato.

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résultat(s)
00:00:00
В этом уроке мы увидим, как
00:00:02
для создания динамических выпадающих списков.
00:00:05
Я хочу создать выпадающий список
00:00:07
который предложит мне список продавцов
00:00:09
для того, чтобы извлечь количество
00:00:11
сопутствующие заказы, которые у нас есть
00:00:13
здесь, в столбце C, таблица заказов
00:00:16
в которых перечислены наши клиенты
00:00:18
связанных с нашими продавцами.
00:00:20
Тогда одного и того же продавца может появиться несколько
00:00:22
раз в столбце, так как несколько
00:00:24
заказы связаны с ними.
00:00:26
Чтобы иметь возможность динамически создавать
00:00:29
выпадающий список размера, который будет
00:00:30
включать каждого продавца только один раз,
00:00:32
Я буду использовать возможности Excel
00:00:34
с помощью функции =UNIQUE.
00:00:36
Первым шагом будет извлечение
00:00:38
список всех продавцов независимо от того, как
00:00:41
много раз они появляются на моей доске заказов.
00:00:44
Для этого я создал
00:00:46
лист, который я назвал списком.
00:00:53
Порядок, в котором все сотрудники
00:00:55
отображение в списке определено
00:00:57
по порядку, в котором все
00:01:00
сотрудники указаны в столбце C.
00:01:01
Для улучшения эргономики
00:01:03
и презентация
00:01:05
Я интегрирую еще одну матричную функцию.
00:01:08
называется =SORT, что позволяет мне
00:01:12
закажите каждому продавцу этот результат
00:01:14
таблица в алфавитном порядке.
00:01:19
Теперь перейдем к созданию
00:01:21
выпадающий список через встроенный
00:01:22
функция проверки в Excel.
00:01:30
Проблема с этой проверкой
00:01:32
вариант будет заключаться в определении списка
00:01:35
который будет основан на источнике.
00:01:37
И этот источник будет
00:01:38
извлечено из листа продавца.
00:01:42
Проблема также будет заключаться в длине
00:01:44
выпадающий список, который потенциально может
00:01:46
сможете удовлетворить потребности новых продавцов
00:01:48
сверхурочные, чтобы я мог выбрать район.
00:01:53
Но на тот момент мой выпадающий список
00:01:55
будет ограничен продажей и до 9
00:01:57
максимум и любой продавец, добавленный в
00:01:59
лист заказов, который займет его место
00:02:02
не будет интегрирован.
00:02:05
Однако мы можем и благодаря
00:02:07
динамические матричные функции,
00:02:08
обратитесь к результатам матрицы,
00:02:10
что и будет в данном случае.
00:02:12
И достаточно будет указать
00:02:15
начальную ячейку, нажав на
00:02:17
ее и добавление знака фунта.
00:02:19
Когда я подтверждаю нажатием кнопки ОК,
00:02:21
у нас будет предложение из выпадающего списка
00:02:23
список оптовиков в алфавитном порядке
00:02:25
доступны для выбора из этого списка,
00:02:28
для которого я мог бы настроить как
00:02:29
здесь дело обстоит именно так,
00:02:31
довольно простая функция продолжения.
00:02:34
К функции BC, позволяющей считать, как
00:02:37
много раз одно и то же имя сотрудников
00:02:40
представлено в третьей ячейке этого документа
00:02:43
таблица будет представлена в используемом столбце.
00:02:46
Если я добавлю дополнительные данные в свою таблицу.
00:02:50
Допустим, клиент, заказавший поддельный заказ
00:02:53
добавляет продавцу Laurent Balardy.
00:03:02
Мы видим на листе продавца
00:03:05
что его место занял Лоран Баларди,
00:03:08
поэтому теперь он доступен в сгенерированном виде
00:03:11
выпадающий список здесь, в самом верху
00:03:14
со связанным с ним комментарием.

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résultat(s)
00:00:00
En este tutorial veremos cómo
00:00:02
para crear listas desplegables dinámicas.
00:00:05
Quiero crear una lista desplegable
00:00:07
que me ofrecerá una lista de vendedores
00:00:09
para extraer el número de
00:00:11
pedidos asociados que tenemos disponibles
00:00:13
aquí, en la columna C, una tabla de pedidos
00:00:16
que enumeran nuestros clientes
00:00:18
asociados a nuestros vendedores.
00:00:20
Entonces un mismo vendedor pueden aparecer varios
00:00:22
veces en la columna desde hace varias
00:00:24
los pedidos están asociados a ellos.
00:00:26
Para poder crear el de forma dinámica
00:00:29
lista desplegable de tamaño que
00:00:30
solo incluirá a cada vendedor una vez,
00:00:32
Usaré el poder de Excel
00:00:34
mediante la función =UNIQUE.
00:00:36
El primer paso será extraer el
00:00:38
lista de todos los vendedores independientemente de cómo
00:00:41
muchas veces aparecen en mi tablero de pedidos.
00:00:44
Para ello he creado un
00:00:46
hoja a la que he llamado lista.
00:00:53
El orden en que todos los empleados
00:00:55
está definido para aparecer en la lista
00:00:57
por el orden en que todos
00:01:00
los empleados aparecen en la columna C.
00:01:01
Para mejorar la ergonomía
00:01:03
y presentación de la misma
00:01:05
Integraré otra función matricial.
00:01:08
llamado =SORT, lo que me permite
00:01:12
ordenar a cada vendedor de este resultado
00:01:14
tabla en orden alfabético.
00:01:19
Ahora pasemos a crear el
00:01:21
lista desplegable a través de la incorporada
00:01:22
función de validación en Excel.
00:01:30
El problema con esta validación
00:01:32
la opción será definir una lista
00:01:35
que se basará en una fuente.
00:01:37
Y esta fuente será
00:01:38
extraído de la hoja del vendedor.
00:01:42
El problema también será la longitud de
00:01:44
la lista desplegable que potencialmente
00:01:46
poder dar cabida a nuevos vendedores
00:01:48
horas extras para poder seleccionar el área.
00:01:53
Pero en ese momento mi lista desplegable
00:01:55
se limitaría a la venta y a 9
00:01:57
como máximo y cualquier vendedor añadido en el
00:01:59
hoja de pedido que ocuparía su lugar
00:02:02
no se integraría.
00:02:05
Sin embargo, podemos y gracias a
00:02:07
funciones matriciales dinámicas,
00:02:08
hacer referencia a los resultados de la matriz,
00:02:10
que será el caso en este caso.
00:02:12
Y bastará con especificar
00:02:15
la celda de inicio haciendo clic en
00:02:17
eso y añadiendo el signo de libra.
00:02:19
Cuando valido con OK,
00:02:21
tendremos una lista desplegable que ofrece
00:02:23
alfabéticamente la lista de mayoristas
00:02:25
disponibles para ser seleccionados de esta lista,
00:02:28
para lo cual podría configurarlo como
00:02:29
es el caso aquí,
00:02:31
una función continua bastante simple.
00:02:34
A una función BC que permite contar cómo
00:02:37
muchas veces el mismo nombre de los empleados
00:02:40
presentado en la celda tres de esta
00:02:43
la tabla se presentará en la columna utilizada.
00:02:46
Si añado algún dato adicional a mi tabla.
00:02:50
Digamos que un cliente con un pedido falso
00:02:53
agrega con el vendedor Laurent Balardy.
00:03:02
Lo podemos ver en la hoja del vendedor
00:03:05
que Laurent Balardy ha ocupado su lugar,
00:03:08
por lo que ahora está disponible en el
00:03:11
lista desplegable aquí en la parte superior
00:03:14
con un comentario asociado.

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