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PhoebeRow's avatar
PhoebeRow
Copper Contributor
Feb 17, 2019
Solved

Data validation lists - flow chart?

Hello, I'm a school leader and I'm trying to create an Excel spreadsheet to track Teaching & Learning action steps that I give to teachers.

 

I understand how to create a drop down list but what I'm trying to do is essentially create a list within a list, like a flow chart.

 

For example:

I'm creating a Maths specific tracker at the moment that has 3 dimensions of depth and specific focuses for each dimension. So if I select the dimension of depth as "Language and Communication" then I want a list of Language & Communication focuses to appear to be selected. But if I select the dimension of depth as "Conceptual Understanding" then I want a list of Conceptual Understanding focuses to appear instead. From there I want to be able to type in the action step as normal.

 

I've attached a very basic excel of what I'm looking for.

 

Ideally I'd like to have just one document with a different page for each teacher rather than loads of separate spreadsheets.

 

Is there a way that I can do this?

  • Hello Phoebe,

    What you need is a dynamic dependent drop-down list. In the attached file, I inserted Lists sheet. You can add (or delete) categories of Dimensions of Depth and Dimension Focus. There is no more need to define additional named ranges. 

16 Replies

  • PhoebeRow 

    Though I had seen this problem before!  Now I can see whether I use the same methods from time to time; the answer being I do not.

     

    Last time I used CHOOSE, this time a function I use only rarely, namely INDIRECT.  I notice that I also consolidated the Action lists into tables.  In the unlikely event of there being any calculation to aggregate the results this will provide a meaningful way of referencing statements.

     

    Maybe @Twifoo is more consistent.  I will take a look.

    • Twifoo's avatar
      Twifoo
      Silver Contributor
      We’ve been through this before. Perhaps, your second look, just like anything else, will be better than the first one. So do I.
  • Twifoo's avatar
    Twifoo
    Silver Contributor

    Hello Phoebe,

    What you need is a dynamic dependent drop-down list. In the attached file, I inserted Lists sheet. You can add (or delete) categories of Dimensions of Depth and Dimension Focus. There is no more need to define additional named ranges. 

    • atckenneth's avatar
      atckenneth
      Copper Contributor

      Twifoo I am running a similiar type thing, but going 2 levels deeper in validation, each piece based on the prior. Can you please send me the instructions on how to do this? Thank you

    • PeterBartholomew1's avatar
      PeterBartholomew1
      Silver Contributor

      I like the strategy that prevents the user from changing the 'dimension of depth' whilst the dependent category is non-blank.  I also note that your formula also accommodates varying length lists dynamically.

       

      Where our objectives differ, is that I set out to eliminate all direct referencing and replace them with structured references or defined names.  I have come to be of the opinion that identifying a data value by its location relative to the formula [A1 or R1C1] is an abomination that has no place in serious calculation.  All the more irritating that it was done intentionally in VisiCalc "One could do it the programmer's way [using named variables] but that would be tedious".

       

      p.s. I do realise that, in the main, Excel is used for purposes other than 'serious calculation'.  The fact that over 90% of spreadsheets are erroneous probably doesn't matter.

    • PhoebeRow's avatar
      PhoebeRow
      Copper Contributor

      Thank you Twifoo, that is exactly what I was looking for! I don't suppose you could explain how you did that, or point me in the direction of a tutorial for what you did?

       

      I'd like to learn for myself as well so that I can recreate this with other subjects in future

      • Twifoo's avatar
        Twifoo
        Silver Contributor
        I sent you a private message for the instructions.
  • First use the Dimensions of Depth column to give a validation list for Tracker column B.   I use defined names throughout.  Then use MATCH to determine which dimension was selected from the validation list by the user.  I then defined the dependent validation list, 'Validation', to refer to one of the ranges

    = CHOOSE( DimensionNumber, LanguageComm, ConceptUnderstanding, MathThinking )

    [see Name Manager].

    The apply the dependent validation to the cells in column C.

     

    Note: If you then change the dimension cell, the focus will be inconsistent.  It is worth using conditional formatting to flag the error.

  • Eva Vogel's avatar
    Eva Vogel
    Iron Contributor
    Hi, if you already know all about drop downs and especially about dependent ones, I would recommend performing with a more performing app like ms Access, relationships between tables, exact queries etc. otherwise I send you this tutorial.
    https://m.youtube.com/watch?v=yychXPx2gUY


    Greets, Eva
    • PhoebeRow's avatar
      PhoebeRow
      Copper Contributor

      Thank you for responding!

       

      I know about dependent data lists but I cannot for the life of me get them to work and I don't understand why! It's very frustrating.

       

      I'm watching YouTube tutorials and I'm copying what they do EXACTLY, yet it's not working. I don't understand what I'm doing wrong.

      • Eva Vogel's avatar
        Eva Vogel
        Iron Contributor
        Hi Phoebe,
        I collude possibly help if you send some screenshots. First: Breathe...

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