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Spreadsheet Server Validation

Spreadsheet Server gives users the ability to create a validation list in a specific cell in Excel. Validation lists are drop-down lists that allow users to choose from a valid list of options or field values.

  1. Select a cell to hold the validation list, then, from the Spreadsheet Server Ribbon, select Tools > Data Validation, or, right-click and select Spreadsheet Server > Validation. The Data Validation panel appears. The available types of data in the panel vary based on the selected ledger.
  2. Select the type of data for which to build the list, or, type valid values separated by a comma in the Custom field, then click OK. When Year is selected, a panel appears, allowing the user to specify the range of years to be included in the validation list.

    Note: Validation lists are limited by Excel to 255 characters.

  3. In the Excel worksheet when the appropriate cell is selected, a drop-down list appears, indicating the valid values for the cell. Click the drop-down list to display the validation list.
  4. Click the desired value. The system returns the selected value to the appropriate cell.
  5. To maintain valid values for a cell, select the cell, and, from the Excel menu, select Data > Validation, or, from the Excel ribbon, select Data > Data Tools > Data Validation. The Data Validation panel appears. Refer to Excel Help for additional instructions.

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