Data validation rules in Excel - Dashboard Guide

Dashboard Mode - Data validation rules

Dashboard Goal

This dashboard helps you understand and apply data validation rules in Excel to control what users can enter in cells. It shows examples of different validation types and how they restrict input.

Sample Data

Item	Quantity	Category	Price	Order Date
Apples	10	Fruit	1.20	2024-06-01
Bananas	5	Fruit	0.80	2024-06-02
Carrots	7	Vegetable	0.50	2024-06-03
Detergent	3	Cleaning	3.00	2024-06-04
Eggs	12	Dairy	2.50	2024-06-05

Dashboard Components

• KPI Card: Total Quantity
  Formula: =SUM(B2:B6)
  Shows total quantity of all items (result: 37)
• Data Validation Example 1: Quantity (Whole Number)
  Rule: Allow only whole numbers between 1 and 20
  Applied to cells B2:B6
  Effect: Prevents entering decimals or numbers outside 1-20
• Data Validation Example 2: Category (List)
  Rule: Allow only these categories: Fruit, Vegetable, Cleaning, Dairy
  Applied to cells C2:C6
  Effect: User must pick from dropdown list
• Data Validation Example 3: Price (Decimal)
  Rule: Allow decimal numbers greater than 0 and less than or equal to 10
  Applied to cells D2:D6
  Effect: Prevents negative or too large prices
• Data Validation Example 4: Order Date (Date)
  Rule: Allow dates from 2024-06-01 to 2024-06-30
  Applied to cells E2:E6
  Effect: Only dates in June 2024 allowed

Dashboard Layout

+----------------------+-----------------------------+
| Total Quantity: 37    | Data Validation Rules Table  |
| (KPI Card)           |                             |
+----------------------+-----------------------------+
| Quantity Validation  | Category Validation (List)  |
| (Whole Number 1-20)  |                             |
+----------------------+-----------------------------+
| Price Validation     | Order Date Validation       |
| (Decimal >0 & <=10)  | (Date in June 2024)         |
+----------------------+-----------------------------+

Interactivity

When users try to enter data in the Quantity, Category, Price, or Order Date columns, the data validation rules immediately check the input. If the input does not follow the rule, Excel shows an error message and prevents invalid entry. This keeps the data clean and consistent.

Self Check

Add a filter to show only items in the 'Fruit' category. Which components update?

• The data table will show only rows with Category = Fruit (Apples and Bananas).
• The Total Quantity KPI card will update to show the sum of quantities for these filtered rows (10 + 5 = 15).
• Data validation rules remain the same and continue to restrict input in their columns.

Key Result

Dashboard demonstrating how to apply and use data validation rules in Excel to control input types and values.

Practice

1. What is the main purpose of using Data Validation in Excel?

easy

A. To restrict the type of data users can enter in a cell

B. To format cells with colors and fonts

C. To create charts from data

D. To sort data alphabetically

Solution

1. Step 1: Understand Data Validation purpose

   Data Validation is used to control what data can be entered in cells to avoid errors.

2. Step 2: Compare options with purpose

   Only To restrict the type of data users can enter in a cell describes restricting data entry, which matches Data Validation's purpose.

3. Final Answer:

   To restrict the type of data users can enter in a cell -> Option A

4. Quick Check:

   Data Validation = Restrict data entry [OK]

Hint: Data Validation controls input type, not formatting or sorting [OK]

Common Mistakes:

• Confusing Data Validation with cell formatting
• Thinking it creates charts
• Assuming it sorts data

2. Which of the following is the correct way to set a data validation rule that only allows whole numbers between 1 and 10?

easy

A. Allow: List; Source: 1,2,3,4,5,6,7,8,9,10

B. Allow: Whole number; Data: between; Minimum: 1; Maximum: 10

C. Allow: Decimal; Data: greater than; Minimum: 1; Maximum: 10

D. Allow: Text length; Data: less than; Minimum: 1; Maximum: 10

Solution

1. Step 1: Identify rule for whole numbers 1 to 10

   The rule must allow whole numbers only, between 1 and 10 inclusive.

2. Step 2: Match options to rule

   Allow: Whole number; Data: between; Minimum: 1; Maximum: 10 correctly sets Allow to Whole number and Data to between with min 1 and max 10.

3. Final Answer:

   Allow: Whole number; Data: between; Minimum: 1; Maximum: 10 -> Option B

4. Quick Check:

   Whole number between 1 and 10 = Allow: Whole number; Data: between; Minimum: 1; Maximum: 10 [OK]

Hint: Whole numbers need 'Allow: Whole number' with min and max [OK]

Common Mistakes:

• Choosing Decimal instead of Whole number
• Using List instead of number range
• Confusing Text length with number validation

3. If you apply a data validation rule with the formula =ISNUMBER(A1) on cell A1, what will happen when you enter the text "Hello" in A1?

medium

A. The entry will be rejected with an error message

B. The entry will be accepted without error

C. The cell will automatically convert "Hello" to a number

D. The cell will be cleared automatically

Solution

1. Step 1: Understand the formula =ISNUMBER(A1)

   This formula returns TRUE if A1 contains a number, FALSE otherwise.

2. Step 2: Entering "Hello" in A1

   "Hello" is text, so ISNUMBER returns FALSE, violating the validation rule.

3. Final Answer:

   The entry will be rejected with an error message -> Option A

4. Quick Check:

   ISNUMBER rejects text input = The entry will be rejected with an error message [OK]

Hint: ISNUMBER allows only numbers; text causes rejection [OK]

Common Mistakes:

• Thinking text is accepted by ISNUMBER
• Assuming automatic conversion to number
• Believing the cell clears on invalid input

4. You set a data validation rule with the formula =AND(A1>=1, A1<=5) but users can still enter 10 without error. What is the most likely mistake?

medium

A. The formula was entered as text, not as a formula

B. The cell A1 is formatted as Text, not Number

C. The data validation was applied to the wrong cell

D. The formula uses incorrect logical operators

Solution

1. Step 1: Analyze why validation fails

   If users enter 10 and no error shows, validation is not working on that cell.

2. Step 2: Check common causes

   Most likely, the validation rule was applied to a different cell, not the one users edit.

3. Final Answer:

   The data validation was applied to the wrong cell -> Option C

4. Quick Check:

   Wrong cell validation = The data validation was applied to the wrong cell [OK]

Hint: Always confirm validation applies to correct cells [OK]

Common Mistakes:

• Entering formula as text disables validation
• Ignoring cell format effects
• Assuming formula logic is wrong without checking range

5. You want to create a data validation rule that allows only dates in the current year. Which custom formula should you use?

hard

A. =AND(ISNUMBER(A1), YEAR(A1)=TODAY())

B. =AND(ISDATE(A1), YEAR(A1)=YEAR(TODAY()))

C. =AND(ISNUMBER(A1), MONTH(A1)=YEAR(TODAY()))

D. =AND(ISNUMBER(A1), YEAR(A1)=YEAR(TODAY()))

Solution

1. Step 1: Understand the goal

   Allow only dates in the current year, so check if A1 is a number (dates are numbers) and year matches current year.

2. Step 2: Evaluate options

   =AND(ISNUMBER(A1), YEAR(A1)=YEAR(TODAY())) uses ISNUMBER (correct for dates), and YEAR(A1)=YEAR(TODAY()) which matches current year.

3. Final Answer:

   =AND(ISNUMBER(A1), YEAR(A1)=YEAR(TODAY())) -> Option D

4. Quick Check:

   Check date number and year match = =AND(ISNUMBER(A1), YEAR(A1)=YEAR(TODAY())) [OK]

Hint: Use ISNUMBER and YEAR to validate dates in current year [OK]

Common Mistakes:

• Using ISDATE which is not an Excel function
• Comparing MONTH to YEAR
• Comparing YEAR to full date instead of year only