Level 2Clean InputsReading, 5 min
Dropdowns, and dropdowns that depend on each other
Every SUMIFS and COUNTIFS you write matches text exactly. If one person types Closed Won, another Won and a third Closed - Won, your pipeline report has three stages where there should be one. The fix is to stop people typing: give them a dropdown.
- Select the cells people will fill in, say the Stage column C2:C500.
- Data › Data validation › Add rule.
- Under Criteria, choose Dropdown and type the options: Discovery, Proposal, Negotiation, Closed Won, Closed Lost. Give each one a color if it helps.
- Under Advanced options, set If the data is invalid to Reject the input, so nothing else gets in.
If the list changes often, choose Dropdown (from a range) instead and point it at a list on a Lists tab. Add an option there and every dropdown picks it up. Insert › Dropdown is a shortcut to the same panel.
Dependent dropdowns are two dropdowns where the second one's options depend on the first. Pick Channel = Social, and the Campaign dropdown offers only social campaigns. Sheets has no single setting for this, but a helper range does it:
- On the Lists tab, give each channel its own column: the channel name in row 1 (Search, Social, Email in A1:C1) and its campaigns underneath.
- On the Form tab, make B2 a dropdown from the range
Lists!A1:C1. - In an empty spot on Lists, say E2, return the column that matches the chosen channel:
=INDEX(Lists!A2:C20, 0, MATCH(Form!B2, Lists!A1:C1, 0)). A row of 0 means the whole column. - Make Form!C2 a dropdown from the range
Lists!E2:E20.
Change the channel and the campaign list follows. This works well for one input cell, like a form or a dashboard filter. If every row of a long log needs its own dependent dropdown, you need a helper for every row, and many teams settle for one dropdown of combined values like Social: Spring Promo instead.