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standardizing data

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Standardizing data

ResolvedVersion 2003

Paul has attended:
Excel Intermediate course
Excel Advanced course

Standardizing data

Hi,

I'm going to be getting spreadsheet reports from different branches of my company. Although the column headings will be identical the actual data might well be recorded in different ways. This will make merging the reports together to create the 'big picture' difficult.

Could you coach me through creating drop-down boxes in cells so that I can standardize entries. I anticipate drop-down boxes will contain up to 100 different choices and I will need to update those choices from time to time.

Also I would like to 'force' CAPS or NO CAPS in certain columns.

Thanks

RE: Standardizing data

Hi Paul

Thanks for your questions. You can add validation rules to a range of cells by highlighting them then going to Data > Validation and setting the Allow value to show List.

You can then use the Source cell in the dialogue box to either list the items to appear in the dropdown, separating them with commas. Alternatively you could enter the = character followed by the name of a range previously created that contains the items to appear in the list.

If you need to modify the contents of list either click on a cell containing the validation you wish to modify, go back to Data > Validation and check the box marked "Apply these changes to all other cells with the same settings" OR modify the contents of your range. Either way your revised items will appear in the list to be selected.

With regard to the capitalisation formatting, Word has a text format that displays values as uppercase but Excel does not.

You might choose to use a function called Uppercase() that converts the text contents of a cell to uppercase.

Alternatively you may wish to create a macro. Unfortunately this is slightly outside the scope of the forum but I have found an example macro online that may give you a starting point.
http://www.ozgrid.com/forum/showthread.php?t=27087

I hope this helps - do let us know if you have any questions.

Kind regards,
Andrew

Tue 16 Mar 2010: Automatically marked as resolved.

Excel tip:

Showing all menu items

If you go into a pull down menu you usally find that you get a selection of items(this is the default) or sometimes everything. If you only get a selectiopn you have to go to the double arrows at the bottom of the menu and click it to get all of the hidden items.
To turn this off so that you always get everything, go to Tools / Customize / Options Tab / "Always show full menus". Make sure there is a tick in the box and you will always have every item.

View all Excel hints and tips

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