Dropdown
Bizview enables you to insert dropdowns into the active cell. That way, you can force input to be chosen from a dropdown list of values that are specified on a worksheet in the template.
The image below illustrates a Sales Forecast with dropdown lists:
Price strategy is a independent drop-down list, meaning that they also can be dependent on other columns or named areas.
For more information, see Dependent Dropdown.
Inserting a Dropdown
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Access the Insert tab and select Dropdown:
Select the desired worksheet.
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Set Dropdown parameters:
Define the start and stop rows in the selected worksheet from which data should be retrieved.
Define the first and second columns that should be visible in the dropdown.
Note: If Value = the list will only contain one column.
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Set Dependent Dropdown parameters:
The selected column depends on the options: No Dependency, Column, or Name Range.
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Set User Input/Filter Mode:
Define the filter mode of the list. When the end-user enters a value in a drop-down cell, filter the list with 'begins with' or " contains'.
For example, if the end-user writes "ab" in the cell, should the drop-down list be filtered with only values starting with "ab" or return all values that contains "ab"?
- Enable Show Custom Validation. This is not a mandatory field, but if its toggles on, write an appropriate Message text like the image below.
- Click OK to finalize the insertion.
Complete the following steps to insert a drop-down list:
Additional fields:
List Data for Row 2: Shows the selected worksheet to which the drop-down is connected.
Example: View an example of how the drop-down will look to the end-user.