Category Archives: Techniques



Use Power Query to Create a Drop-Down List without Duplicates

In this post, we’ll create a drop-down that contains a unique list of choices derived from a column that contains duplicate values. This may sound familiar as we previously accomplished this with a PivotTable. However, the Power Query feature that’s built-in to Excel 2016 makes this process easier. Objective We have a data table that contains RepID, […]




Slicers as an Alternative to Conditional Drop Downs

Slicers by Jeff Lenning

Beginning with Excel 2013 for Windows, we can use Slicers to filter table data. In this post, we’ll explore how to use Slicers as a relatively easy alternative to conditional drop-downs. Objective When we want to allow a user to select a choice from a list of items, we often consider using the Data Validation feature to […]


Income Tax Formula

In this post, we’ll examine a couple of ideas for computing income tax in Excel using tax tables. Specifically, we’ll use VLOOKUP with a helper column, we’ll remove the helper column with SUMPRODUCT, and then we’ll use data validation and the INDIRECT function to make it easy to pick the desired tax table, such as single or married […]



Select Drop Down Item and use VLOOKUP to Return Multiple Attributes

In this post, we’ll explore a method to allow a user to select an item from a drop-down list and then use formulas with the VLOOKUP function to retrieve multiple values from the related item table. Objective Before digging into the mechanics, let’s review our objective with an example. We would like to allow our […]


Date Data Validation Drop-Down

In this post, we’ll create two data validation drop-down cells that provide the ability to select From and To dates based on the transaction dates stored in the source data. This will ensure that the date selections fall within a valid range of dates, that is, those months with data in the table. This technique […]