Asking simple dependent drop-down lists in Excel is easy. All you need is a few named ranges and the INDIRECT formula. This method works with all versions of Excel 2007, 2010 and 2013.
1. Type the entries for the drop-down lists.First off, type the entries you want to appear in the drop-down lists, each list in a separate column. For example, I'm creating a cascading dropdown of fruit exporters and column A of my source sheet (Fruit) includes the items of the first dropdown and 3 other columns list the items for the dependent dropdowns.
2. Create named ranges.Now you need to create names for your main list and for each of the dependent lists. You can do this either by adding a new name in the Name Manager window (Formulas tab > Name Manager > New) or typing the name directly in the Name Box.
Note. Please pay attention that if your first row is sort of column header like you see in the screenshot above, you shall not include it in the named range.For the detailed step-by-step instructions please see Creating a named range.
Things to remember:
- The items to appear in the first drop-down list must be one-word entries, e.g. Apricot, Mango, Oranges. If you have items consisting of two, three or more words, please see How to create a cascading dropdown with multi-word entries.
- The names of the dependent lists must be exactly the same as the matching entry in main list. For example, the dependent list to be displayed when "Mango" is selected from the first drop-down list should be named Mango.
3. Make the first (main) drop-down list.1. In the same or in another spreadsheet, select a cell or several cells in which you want your primary drop-down list to appear.
2. Go to the Data tab, click Data Validation and set up a drop-down list based on a named range in the usual way by selecting List under Allow and entering the range name in the Source box.
For the detailed steps, please see Making a drop down list based on a named range.
As the result, you will have a drop-down menu in your worksheet similar to this:
4. Create the dependent drop-down list.Select a cell(s) for your dependent drop-down menu and apply Excel Data Validation again as described in the previous step. But this time, instead of the range's name, you enter the following formula in the Source field:
Where A2 is the cell with your first (primary) drop-down list.
If cell A2 is currently empty, you will get the error message "The Source currently evaluates to an error. Do you want to continue?"
Safely click Yes, and as soon as you select an item from the first drop-down menu, you will see the entries corresponding to it in the second, dependent, drop-down list.
5. Add a third dependent drop-down list (optional)If needed, you could add a 3rd cascading drop-down list that depends either on the selection in the 2nd drop-down menu or on the selections in the first two dropdowns.
Set up a 3rd dropdown that depends on the 2nd listYou can make the drop-down list of this type in the same fashion as we've just made a second dependent drop-down menu. Just remember the 2 important things discussed above, which are essential for the correct work of your cascading drop-down lists.
For instance, if you want to display a list of regions in column C depending on which country is selected in column B, you create a list of regions for each country and name it after the country's name, exactly as the country appears in second dropdown lists. For instance, a list of Indian regions should be named "India", a list of Chines regions - "China", and so on.
After that, you select a cell for the 3rd dropdown (C2 in our case) and apply Excel Data Validation with the following formula (B2 is the cell with the second drop-down menu that contains a list of countries):
Now, each time you select India under the list of countries in column B, you will have the following choices in the third drop-down:
Note. The displayed list of regions is unique for each country but it does not depend on the selection in the first drop-down list.
1. Create additional sets of named ranges, and name them for the word combinations in your first two dropdowns. For example, you have Mango, Oranges, etc. in the 1st list and India, Brazil, etc. in the 2nd. Then you create named ranges MangoIndia, MangoBrazil, OrangesIndia, OrangesBrazil, etc. These names should not contain underscores or any other additional characters.
2. Apply Excel Data Validation with the INDIRECT / SUBSTITUTE formula that concatenates the names of the entries in the first two columns, and removes the spaces from the names. For example, in cell C2, the data validation formula would be:
Where A2 and B2 contain the first and second dropdowns, respectively.
As the result, your 3rd drop-down list will display the regions corresponding to the Fruit and Country selected in the first 2 drop-down lists.
This is the easiest way to create cascading drop-down boxes in Excel. However, this method has a number of limitations.
Limitations of this approach:
1. The items in your primary drop-down list must be one-word entries. See how to create cascading drop-down lists with multi-word entries.
2. This method won't work if the entries in your main drop-down list contain characters not allowed in range names, such as the hyphen (-), ampersand (&), etc. The solution is to create a dynamic cascading dropdown that does not have this restriction.
3. Drop-down menus created in this way are not updated automatically i.e. you will have to change the named ranges' references every time you add or remove items in the source lists. To get over this limitation, try making a dynamic cascading drop down list.
The solution is to use the INDIRECT function in combination with SUBSTITUTE like we did when creating a 3rd dropdown.
Suppose you have Water melon among the products. In this case, you name a list of water melon exporters with one word without spaces - Watermelon.
Then, for the second dropdown, apply Excel Data Validation with the following formula that removes the spaces from the name in cell A2:
st and 2nd selections are mismatched. To prevent this from happening, you may want to block any changes in the first drop-down list as soon as a selection is made in the second list.
To do this, when creating the first dropdown, use a special formula that will check whether any entry is selected in the second drop down menu:
=IF(B2="", Fruit, INDIRECT("FakeList"))
Where B2 contains the second dropdown, "Fruit" is the name of the list that appears in the first drop-down menu, and "FakeList" is any fake name that does not exist.
Now, if any item is selected in the 2nd drop-down list, no choices will be available when the user clicks on the arrow next to the first list.
As with almost anything in Excel, you can achieve the same result in several ways. In particular, you can create a dynamic dropdown using a combination of OFFSET, INDIRECT and COUNTA functions or a more resilient INDEX / MATCH. The latter is my preferred way because it provides numerous advantages, the most essential of which are:
- You have to create 3 named ranges only, no matter how many items there are in the main and dependent lists.
- Your lists may contain multi-word items and any special chars.
- The number of entries can vary in each column.
- The entries' sort order does not matter.
- Finally, it's very easy to maintain and modify the source lists.
1. Organize your source data in a table.As usual, the first thing for you to do is to write down all the choices for your drop-down lists in a worksheet. This time, you will have to employ Excel tables to store the source data.
Let me remind you that tables were introduced in Excel 2007, so you can use this method in all modern versions of Excel 2013, 2010 and 2007.
Once you have entered the data, select all of the entries and click Insert tab > Table. Then switch to the Design tab and type a name of your table in the Table Name box.
The most convenient and visual approach is to store the items for the first drop-down as table headers, and the items for the dependent dropdown as table data. The screenshot below illustrates the structure of my table, named exporters_tbl - the fruit names are table headers and a list of exporting countries is added under the corresponding fruit name.
2. Create Excel names.Now that your source data is ready, it's time to set up named references that will dynamically retrieve the correct list from your table.
2.1. Add a name for the table's header row (main dropdown)To create a new name that references the table header, select it and then either click Formulas > Name Manager > New or press Ctrl + F3.
Microsoft Excel will use the built-in table reference system to create the name of the table_name[#Headers] pattern.
Give it some meaningful and easy to remember name, e.g. fruit_list, and click OK.
2.2. Create a name for the cell containing the first drop-down list.I know that you don't have any dropdown yet :) But you have to choose the cell to host your first dropdown and create a name for that cell now because you will need to include this name in the third name's reference.
For example, my first drop-down box is reside in cell B1 on Sheet 2, so I create a name for it, something simple and self-explanatory like fruit:
2.3. Create a name to retrieve the dependent menu's entries.Instead of setting up unique names for each of the dependent lists like we did in the previous example, we are going to create one named formula that is not assigned to any particular cell or a range of cells. It will retrieve the correct list of entries for the second dropdown depending on which selection is made in the first drop-down list. The main benefit of using this formula is that you won't have to create new names as you add new entries to the first drop-down list - one named formula covers them all.
You create a new Excel name in the usual way (Formulas > Name Manager > New) with this formula:
exporters_tbl- the name of the table (created in step 1);
fruit- the name of the cell containing the first drop-down list (created in step 2.2);
fruit_list- the name referencing the table's header row (created in step 2.1).
If you are curious to learn the Index and Match functions in-depth, check out this tutorial: INDEX & MATCH - a better alternative to VLOOKUP.
Well, you have already done the major part of the work! Before getting to the final step, it may be a good idea to open the Name Manager (Ctrl + F3) and verify the names and references:
3. Set up Excel Data ValidationThis is actually the easiest part. With the two named formulas in place, you set up Data Validation in the usual way (Data tab > Data validation).
- For the first drop-down list, in the Source box, enter =fruit_list (the name created in step 2.1).
- For the dependent drop-down list, enter =exporters_list (the name created in step 2.3).
Done! Your dynamic cascading drop-down menu is accomplished and will update automatically reflecting the changes you've made to the source table.
This dynamic Excel dropdown, perfect in all other respects, has one shortcoming - if the columns of your source table contain a different number of items, the blank rows will appear in your menu like this:
Exclude blank rows from the dynamic cascading dropdownIf you want to clean any blank lines in your drop-down boxes, you will have to take a step further and improve the INDEX / MATCH formula used to create the dependent dynamic drop-down list.
The idea is to use 2 INDEX functions, where the first gets the upper-left cell and the second returns the lower-right cell of the range, or the OFFSET function with nested INDEX and COUNTA. The detailed steps follow below:
1. Create two additional names.Not to make the formula too bulky, create a couple of helper names with the following simple formulas first:
- A name called col_num to reference the selected column number:
- A name called entire_col to reference the selected column (not the column's number, but the entire column):
exporters_tblis your source table's name,
fruitis the name of the cell containing the first dropdown, and
fruit_listis the name referencing the table's header row.
2. Create the named reference for the dependent dropdown.Next, utilize either of the below formulas to create a new name (let's call it exporters_list2) to be used with the dependent drop-down list:
=INDEX(exporters_tbl,1,col_num) : INDEX(exporters_tbl, COUNTA(entire_col), col_num)
3. Apply Data Validation.Finally, select the cell containing the dependent dropdown and apply Data Validation by entering = exporters_list2 (the name created in the previous step)in the Source box.
The screenshot below shows the resulting dynamic drop-down menu in Excel where all blank lines are gone!
Note. When working with dynamic cascading drop down lists created with the above formulas, nothing prevents the user from changing the value in the first dropdown after making the selection in the second menu, as a result, the choices in the primary and secondary dropdowns may mismatch. You can block changes in the first box after a selection is made in the second one by using either VBA or complex formulas suggested in this tutorial.This is how you create dynamic cascading drop-down lists in Excel. Feel free to download the sample workbooks and see it in action:
- Download Cascading Dropdown Sample 1 - easy version
- Download Cascading Dropdown Sample 2 - advanced version without blanks