Dropdown lists and tick boxes
Give a sheet a month picker and a column of tick boxes, then make a total react to them.
Data Validation → List makes a dropdown; Insert → Checkbox puts TRUE or FALSE in a cell for formulas to read.
This lesson has you typing formulas, so it works best on a computer.
| A | B | C | D | E | F | G | H | I | J | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bill | Amount | Paid | Month: | Months | |||||
| 2 | Rent | £920.00 | Jan | |||||||
| 3 | Council tax | £210.00 | Still to pay: | Feb | ||||||
| 4 | Electricity | £140.00 | Mar | |||||||
| 5 | Water | £245.00 | Apr | |||||||
| 6 | Phone | £80.00 | May | |||||||
| 7 | Internet | £85.00 | Jun | |||||||
| 8 | ||||||||||
| 9 | ||||||||||
| 10 | ||||||||||
| 11 | ||||||||||
| 12 |
How SUMIF works
What is a dropdown list?
A cell that only takes one of a few choices, picked from a ▾ list. Select the cell, then Data → Data Validation, Allow: List. It stops typing mistakes like "Mrach" before they break a formula.
Where do the choices come from?
The Source box. Type them with commas (
Jan,Feb,Mar), or point at cells that hold them (=$H$2:$H$7). Cells are easier to change later: edit the list on the sheet and every dropdown follows.How do I pick from it?
Click the ▾ beside the cell, or press Alt+↓ and use the arrow keys and Enter. Typing a value that isn't in the list is refused.
What is a tick box in a cell?
Insert → Checkbox (Excel 365) turns each selected cell into a box. Ticked, the cell holds
TRUE; empty,FALSE. Press Space to tick or untick the selected cells.How do formulas use tick boxes?
They read
TRUEandFALSElike any value.=SUMIF(C2:C7,FALSE,B2:B7)adds the amounts not ticked yet;=COUNTIF(C2:C7,TRUE)counts the ticked ones. Tick a box and the total changes.What about older Excel?
Older versions have tick boxes under Developer → Insert → Form Controls, linked to a cell one at a time. The cell checkbox does the same with no linking.
Know someone fighting with a spreadsheet? Send them this page.