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Project Description:
In this project, you will create a named range and use it to set data validation. You will use a PMT function to calculate a value and then use it in a two-variable data table. You will also enter VLOOKUP functions to return values from a table, and format cells in the workbook. You will also audit a worksheet, correct errors, and use the MATCH and INDEX functions.
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Open the fileÂExcel_7G_Loan_Flowers_Staff.xlsxÂÂÂdownloaded with this project.
Display the second ÂÂworksheet—Warehouse Payment Table. In cell B8, enter a PMT function using ÂÂcell B4 divided byÂ12Âas the rate, cell B3 as the number of payment periods, and cell ÂÂB2 as the present value of the loan. Display the result as a positive number.
Create a two-variable data table ÂÂin the range B8:H16. Set cell B3 as the row input cell, and cell B4 as the ÂÂcolumn input cell. From the Cell Styles gallery, apply the Currency cell ÂÂstyle to the range C9:H16. Select the payment option closest to but less than ÂÂ$10,000 per month for a 120-month loan—cell D15—and format the option with ÂÂthe Note cell style. Click cell A1 and Save your workbook.
Display the fourth worksheet—Job ÂÂInformation. Select the range A4:C11, and then sort the range by Job Code in ÂÂascending order. By using the Create from Selection command, create a range ÂÂnamedÂJob_CodeÂusing the data in the range ÂÂA4:A11. Click cell A1.
Display the Staffing Plan ÂÂworksheet, and then select the range A9:A18. Create a Data Validation list ÂÂwith Source equal to the named rangeÂJob_Code
Click cell A9, click the list ÂÂarrow, and then click M-AMG. Click cell B9 to make it the active cell, and ÂÂthen insert a VLOOKUP function that will look up the Description of the Job ÂÂCode in cell A9 using the information in the Job Information worksheet as the ÂÂtable array. After selecting the table array, be sure to press F4 to make it ÂÂan absolute cell reference. The Description to be looked up is in columnÂ2Âof the table array.
With cell B9 as the active cell, ÂÂcopy the VLOOKUP formula down through cell B18. In cell C9, typeÂ3Âas the # of Positions and in ÂÂcell D9, typeÂManagementÂas the Type.
In cell E9, insert the VLOOKUP ÂÂfunction to look up the Salary of the Job Code in cell A9 by using the ÂÂinformation in the Job Information sheet as the table array; the Salary is in ÂÂcolumnÂ3 ÂÂof the table ÂÂarray. Copy the VLOOKUP formula in cell E9 down through cell E18.
Add the following staff position ÂÂin cell A10:
S-STRÂ5ÂStock
Delete the unused rows between ÂÂthe last item and the Total row. Sum the Budget Amount column and apply the ÂÂTotal cell style. Click cell A1 and Save your workbook.
Display the Revenue worksheet. ÂÂClick cell I5, and then on the Formulas tab, click Trace Precedents. On the ÂÂribbon, in the Formula Auditing group, click Error Checking, and then click ÂÂEdit in Formula Bar. Edit the formula so that the formula is using the Growth ÂÂAssumption forÂBridal Baskets, not ÂÂforÂBaby Baskets.
In the Error Checking dialog ÂÂbox, click Resume. In cell M6, notice the formula is trying to divide by cell ÂÂL10, which is empty. Click Edit in Formula Bar, change 10 toÂ9ÂEnsure that the reference to L9 ÂÂis an absolute reference, and then in the Error Checking dialog box, click Resume.
In cell F7, examine the error ÂÂinformation, and then click Copy Formula from Above. Examine the error in ÂÂcell J8, and then click Copy Formula from Left. Click OK. Use Format Painter ÂÂto copy the format in cell M5 to cell M6. Click cell A1 and Save your ÂÂworkbook.
Display the Suppliers worksheet. ÂÂIn cell B2, insert a MATCH function to find the position ofÂRose BoxesÂin the range c6:c27. In ÂÂcell B3, insert a combined INDEX and MATCH function to display the name of ÂÂthe supplier forÂRose Boxes. Click ÂÂcell A1, and then Save your workbook.
In the sheet tab row, ÂÂright-click any sheet tab, and then click Select All Sheets. Display the Page ÂÂSetup dialog box. From the Margins tab, center the worksheets on the page ÂÂhorizontally. From the Header/Footer tab, create a Custom Footer with the ÂÂfile name in the Left section and the sheet name in the Right section. ÂÂRight-click the sheet tab, and then click Ungroup Sheets. Display the ÂÂWarehouse Payment Table worksheet, and then set this sheet’s Orientation to ÂÂLandscape. Display the Revenue sheet. For this sheet, set the Orientation to ÂÂLandscape, and in the Scale to Fit group, set the Scale to 90%.
Display Backstage view, click ÂÂShow All Properties. On the list of Properties, in the Tags box, typeÂstaffing ÂÂplan, flower revenueÂÂÂIn the Subject box, type your course name and section number. Under Related ÂÂPeople, be sure that your name displays as the author. On the left, click ÂÂPrint. Under Settings, click the Print Active Sheets arrow, and then click ÂÂPrint Entire Workbook. At the bottom of the window, click Next Page to scroll ÂÂthrough the six worksheets and check for any errors. On the left, click Save.
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FAQs
Can I use named range in Data Validation? ›
Using named ranges
Although you can't use table reference within a data validation list directly, you can use a named range that refers to a table reference. All you need to do is to select the column that holds your list items and give a name to it.
When you select the cells of a named range, you'll see the name in the name box. Now, you are ready to create a drop-down list that uses the named range. Select the cell where you want a drop-down list. Click Data Validation, select List, click in Source, press F3, select the name, click OK, and click OK again.
How to reference a named range while creating a Data Validation rule? ›Go to Data > Data validation. On the sidebar, click “Add a rule”. Select “Dropdown (from a range)” under 'Criteria'. In the range selection box, type the name of your range and press 'Enter'.
How do I create a dynamic Data Validation list in Excel? ›Here is a way to make it dynamic (and it's nothing but a minor tweak in the formula): Select a cell where you want to create the drop down list (cell C2 in this example). Go to Data –> Data Tools –> Data Validation. In the Data Validation dialogue box, within the Settings tab, select List as the Validation criteria.
What are the limitations of named range? ›A named range can be up to 255 characters long and can contain letters, numbers, periods and underscores (no spaces or special punctuation characters). Named ranges are not case sensitive and they can contain both upper and lower case letters. They cannot resemble any actual cell addresses such as "B3" or "AA12".
How do I change the Data Validation range? ›Go to Data > Data Validation. On the Settings tab, click in the Source box, and then on the worksheet that has the entries for your drop-down list, Select cell contents in Excel containing those entries. You'll see the list range in the Source box change as you select.
How do you create a Data Validation list with a defined name? ›- Next, in the Data Validation dialog box, under Allow, select List.
- Then, click in the Source box, and press F3 on your keyboard, to open the Paste Name box. ( ...
- Click on the Name that you want to use in the drop down list, then click OK.
- Data Type Checking. This verifies that the entered data has the appropriate data type. ...
- Code Check. This verifies that a field's value is picked from a legitimate set of options or that it adheres to certain formatting requirements. ...
- Range Check. ...
- Format Review. ...
- Verify Consistency.
- Select the range you want to name, including the row or column labels.
- Click Formulas > Create from Selection.
- In the Create Names from Selection dialog box, select the checkbox (es) depending on the location of your row/column header. ...
- Click OK.
Go to your data validation table and highlight the column that will contain your data validation values (Ctrl + Spacebar). Go to Formulas/Name Manager or Ctrl + F3 to open the Name Manager. Click the “New” button. Enter an appropriate name, such as ddCountries (dd for “dropdown”).
How do I get Excel to recognize a named range? ›
Regarding a named range, the scope of a name is the location within which Excel recognizes the name without qualification. Excel recognizes a construct like 3+4= as a legitimate formula. Range names may begin with the caret (^) character. You cannot use a named range in a formula that references another worksheet.
How do you create a dynamic named range? ›- On the Formula tab, in the Defined Names group, click Define Name. Or, press Ctrl + F3 to open the Excel Name Manger, and click the New… ...
- Either way, the New Name dialogue box will open, where you specify the following details: ...
- Click OK.
Excel data validation based on another cell
To enter a cell reference, either type it in the box preceded by an equal sign, or click the arrow next to the box, and then select the cell using the mouse. You can also click anywhere within the box, and then select the cell on the sheet.
- Select a cell and enter a formula.
- Place the cursor where you want to use the name in that formula.
- Type the first letter of the name, and select the name from the list that appears. Or, select Formulas > Use in Formula and select the name you want to use.
- Press Enter.
- Select the cell where you want to apply this condition. In the above example, it is cell B5.
- Go to Data –> Data Tools –> Data Validation. In the data validation dialogue box, select the settings tab and make the following changes: Allow: Custom. Formula: =AND($B$1<>””,$B$3<>””).
Dynamic Data Validation. The data validation tool in Excel is a wonderful feature that can help you quickly select an item from a list. However, if the list is growing over time, then you will want the data validation to be dynamic and expand to accommodate the growing list.
What is the biggest benefit of creating a named range? ›Conclusion: naming ranges in Excel has many advantages, making your workbooks easier to read, making formulas faster to type and debug, and allowing to create ranges with variable-size to make your spreadsheets dynamic and easy to update.
What are the benefit of using a named range? ›Using range names in Excel allows you to quickly navigate to areas of your worksheet and makes formulas much easier to create. A range name is simply a name you assign to a range of data and is much easier to remember than a cell address.
What is the purpose of named ranges? ›Range names are names used to refer to cell references, formula results, or values. They are often used to avoid hard-coded values appearing in formulas and to make formulas clearer in general.
What limits can you set with data validation? ›- The list can show up to show 32,767 items from a list on the worksheet.
- If you type the items into the data validation dialog box (a delimited list), the limit is 256 characters, including the separators.
Which range of values can be provided in data validation? ›
Data validation is a feature in Excel used to control what a user can enter into a cell. For example, you could use data validation to make sure a value is a number between 1 and 6, make sure a date occurs in the next 30 days, or make sure a text entry is less than 25 characters.
Why is data validation not working in Excel? ›If data validation isn't working, make sure that: Users are not copying or filling data - Data validation is designed to show messages and prevent invalid entries only when users type data directly in a cell. When data is copied or filled, the messages do not appear.
How do I add options to Data Validation list? ›Select the cells that you want to contain the lists. On the ribbon, click DATA > Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
Are names created automatically when you define a data range? ›For example, when you define a name for a range of cells, it's called a named range, or defined range. These names are subject of today's tutorial. Table name - a name of an Excel table that is created automatically when you insert a table in a worksheet (Ctrl + T).
What are the 4 ways to validate a data from database? ›- Data Type Check. A data type check confirms that the data entered has the correct data type. ...
- Code Check. A code check ensures that a field is selected from a valid list of values or follows certain formatting rules. ...
- Range Check. ...
- Format Check. ...
- Consistency Check. ...
- Uniqueness Check.
- Detail Plan. It is the most critical step, to create the proper roadmap for it. ...
- Validate the Database. This is responsible for ensuring that all the applicable data is present from source to sink. ...
- Validate Data Formatting. ...
- Sampling.
- A) Prospective validation (or premarket validation)
- B) Retrospective validation.
- C) Concurrent validation.
- D) Revalidation.
- Choose Insert | Name | Define.
- Type a name for the range -- Region.
- In the Refers To box, enter an Index formula that defines the range size, based on the count of numbers in the Region column: =$B$2:INDEX(Data!$B:$B,lrow)
- Click the Add button.
- Highlight the range of cells which you want to name along with their labels.
- Go to the Formula tab in the ribbon.
- Under the Defined Names section select Create from Selection.
To add a Data Post-processing script in SQL Spreads, open Document Settings and click the Edit Post-Save SQL Query button. In the Post-Save SQL Query dialog box, we can now enter our validation script. The validation script contains the logic that we want to check and an error message that we can display to the user.
What is name validation? ›
Name Validation standardizes names in the same format to ensure you have uniformity and consistency across multiple internal systems. Using similar name matching, duplicate records can be flagged to weed out redundant data.
How do I get a specific cell from a named range? ›- Press F5 or CTRL+G to launch the Go To dialog.
- In the Go to list, click the name of the cell or range that you want to select, or type the cell reference in the Reference box, then press OK.
In Excel, to check if a value exists in a range or not, you can use the COUNTIF function, with the IF function. With COUNTIF you can check for the value and with IF, you can return a result value to show to the user. i.e., Yes or No, Found or Not Found.
What is a dynamic named range in Excel? ›What do You Mean by Excel Dynamic Named Range? Dynamic named range in Excel is the ranges that change as the data in the range changes, and the dashboard or charts or reports associated with them. So that is why it is called dynamic. So we can name the range from the name box, so the name is a dynamic name range.
What are the two types of dynamic range? ›The 2 Types of Dynamic Range
One is the dynamic range of the subject, the second is the dynamic range of your camera. The dynamic range of the subject is a measure of the range of light intensities from the shadows to the highlights.
- Go to Formulas Tab -> Defined Names -> Name Manager.
- Click on “New” to create a named range.
- Now, in the new name window, enter the following formula (I will tell you further how it work). ...
- Name your range “amount”.
- Click OK.
Instead of limiting the drop down list to a single selection, you can use a bit of programming, combined with the data validation list, and allow multiple selections. With a few adjustments to the VBA code, you can display all the selected items across a row, or down a column, or keep them in a single cell.
How do I change data validation based on another cell? ›Re: Data validation range based on another cell contents
On the Data tab of the ribbon, click Data Validation. Select Decimal from the Allow drop down, and between from the Data drop down. If desired, activate the Input Message and Error Alert tabs and enter appropriate messages. Finally, click OK.
On an Excel worksheet, you can only select one item from a data validation drop down list of items. Later, if you choose a different item from the drop down, the new item replaces the previous selection in the cell. However, with a bit of Excel programming, you select multiple items, and keep all of them in the cell.
Can I use named ranges throughout the worksheet? ›You can find a named range by using the Go To feature—which navigates to any named range throughout the entire workbook. You can find a named range by going to the Home tab, clicking Find & Select, and then Go To. Or, press Ctrl+G on your keyboard.
What is the purpose of using named ranges in Excel? ›
A named range is one or more cells that have been given a name. Using named ranges can make formulas easier to read and understand. They also provide simple navigation via the Name Box.
What range of values can be provided in data validation? ›Data validation is a feature in Excel used to control what a user can enter into a cell. For example, you could use data validation to make sure a value is a number between 1 and 6, make sure a date occurs in the next 30 days, or make sure a text entry is less than 25 characters.
How to use table name in data validation? ›Begin by selecting your data set (Ctrl + A) and then press Ctrl + T to turn the data into an Excel table. Then click on the Table Name box and give your table a sensible name with no spaces i.e. tblSalesData (“tbl” for Table). Repeat this process for your data validation list.
What are the limitations of named range in Excel? ›There appears to be no limit to the number of names you can define, but a name may contain no more than 255 characters. Names can contain uppercase and lowercase letters, but Excel does not distinguish between uppercase and lowercase characters in names.
Can you use a named range instead of a cell address? ›You can use a named range instead of a cell address in a formula. Answer: The statement is true. MS Excel allows us to assign names to cells in a worksheet and use it for quickly locating specific cells by entering the names. This could be useful when working with large spreadsheets.
How do I change the data validation range? ›Go to Data > Data Validation. On the Settings tab, click in the Source box, and then on the worksheet that has the entries for your drop-down list, Select cell contents in Excel containing those entries. You'll see the list range in the Source box change as you select.
What is validation range? ›The RangeValidator control tests whether the value of an input control is within a specified range. The RangeValidator control uses four key properties to perform its validation. The ControlToValidate property contains the input control to validate.
How do I create a drop-down list with data validation? ›- Select the cells that you want to contain the lists.
- On the ribbon, click DATA > Data Validation.
- In the dialog, set Allow to List.
- Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.
A table is a defined grid of cells for data and formulas that automatically expands as you add to it and also automatically has the capacity to sort and filter. Creating a table also automatically adds a named range to your worksheet. A named range is just one or more cells to which you, or Excel, have assigned a name.
How do you set a validation rule property for a table? ›Open the table for which you want to validate records. On the Fields tab, in the Field Validation group, click Validation, and then click Record Validation Rule. Use the Expression Builder to create the rule.
What are 2 advantages of using a named range in Excel? ›
Conclusion: naming ranges in Excel has many advantages, making your workbooks easier to read, making formulas faster to type and debug, and allowing to create ranges with variable-size to make your spreadsheets dynamic and easy to update.
What is the advantage of using a named range? ›For accountants, named ranges allow you to quickly navigate a workbook, read formulas with ease and create formulas with named ranges while waiting on data. Setting up named ranges can be done very quickly with a few clicks of the mouse. Once set up they can be used in formula and used to navigate a workbook.
What are the rules for naming cells or ranges? ›- A name cannot be more than 255 characters long.
- You cannot use spaces in your names.
- The first letter can only be a letter, an underscore, or a backslash.
- You cannot use actual cell addresses as named ranges.