SUMIF

Dropdown lists and tick boxes

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Hands-on drill What you'll do
Intro

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.

Cell Controls

This lesson has you typing formulas, so it works best on a computer.

F1
ABCDEFGHIJ
1BillAmountPaidMonth:Months
2Rent£920.00Jan
3Council tax£210.00Still to pay:Feb
4Electricity£140.00Mar
5Water£245.00Apr
6Phone£80.00May
7Internet£85.00Jun
8
9
10
11
12
Type to enter a value or a formula starting with =. F2 edits, F4 adds $ to a reference.
Study notes

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 TRUE and FALSE like 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.

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