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Essential Techniques for Excel Data Validation

May 6, 2025

Lecture on Data Validation in Excel

Overview

  • Understanding data validation for:
    • Whole numbers
    • Text
    • Dates
    • Drop-down lists

Data Validation for Whole Numbers

  • Cell Selection: Select the column to apply data validation.
  • Setting Conditions:
    • Navigate to the Data tab.
    • Select Data Validation.
    • By default, any value is allowed.
    • Restrict input to whole numbers between given criteria (e.g., 10 and 100).
  • Error Message:
    • If value is outside the range, display error: "The value doesn't match the data validation restriction."

Data Validation for Text Length

  • Purpose: Restrict text length.
  • Steps:
    • Select desired column.
    • Use Data Validation to set text length between 3 to 5 characters.
  • Error Handling:
    • Input exceeding limits prompts an error message similar to number validation.

Data Validation for Dates

  • Date Criteria: Allow dates between specific range (e.g., 01/01/2016 to 01/01/2017).
  • Implementation:
    • Go to Data Validation and set type to Date.
    • Define the date range.
  • Validation Check:
    • Dates outside the range trigger an error message.

Drop-down Lists

  • Purpose: Provide selectable options for data entry.
  • Creating a List:
    • Use Data Validation, choosing the List option.
    • Manually enter list items separated by commas, or select from existing data.
  • Example: List of countries like "India, Japan, China, Singapore."
  • Handling Large Lists:
    • Reference data from another sheet using Data Validation.
    • Draw from a range of cells containing list items.
  • Disadvantages:
    • Deleting source data results in missing list items.
    • Protect data by storing it in hidden or locked sheets.

Custom Error Messages and Input Messages

  • Error Alert Customization:
    • Customize error titles and messages for clarity (e.g., "Not Valid. Please enter numbers between 10 and 100").
  • Input Messages:
    • Guide users with input messages when they select a cell (e.g., "Kindly enter numbers between 10 and 100").

Conclusion

  • Reviewed data validation techniques for managing data entry and ensuring consistency.
  • Discussed limitations and solutions for using drop-down lists effectively.
  • Highlighted the importance of customizing error and input messages for user-friendliness.