+ Reply to Thread
Results 1 to 10 of 10

How to get case sensitive validation from list in a table?

  1. #1
    Registered User
    Join Date
    08-11-2015
    Location
    Los Angeles, CA
    MS-Off Ver
    2011 Mac
    Posts
    5

    How to get case sensitive validation from list in a table?

    I’ve been using Excel for 10 years but this small task is trumping me.


    Situation:
    Sheet1 contains a table called “LessonsCompleted”. I need to validate all entries in the column titled “Student” so that they have an exact, case-sensitive match to a lookup list.

    The lookup list is on Sheet2 and is in a table called “StudentsMasterList” and stable column called “Name”.

    I learned how tot do this with arrays (Ex. $A$2:$A$10) but cannot figure out how to do it while referring to data in a table. What data validation custom formula would you use?

    Attached is the sample spreadsheet if you'd prefer to use that.

    Thank you!

    Sample Workbook.xlsx

  2. #2
    Forum Guru
    Join Date
    08-05-2004
    Location
    NJ
    MS-Off Ver
    365
    Posts
    13,582

    Re: How to get case sensitive validation from list in a table?

    Why not just use the list on Sheet2 as a dropdown list in Sheet1? Add new values to sheet2 as required? Do you know how to do this?
    ChemistB
    My 2?

    substitute commas with semi-colons if your region settings requires
    Don't forget to mark threads as "Solved" (Edit First post>Advanced>Change Prefix)
    If I helped, Don't forget to add to my reputation (click on the little star at bottom of this post)

    Forum Rules: How to use code tags, mark a thread solved, and keep yourself out of trouble

  3. #3
    Registered User
    Join Date
    08-06-2015
    Location
    England
    MS-Off Ver
    2013
    Posts
    68

    Re: How to get case sensitive validation from list in a table?

    Not entirely sure what you want to achieve. if what you want is a drop down menu in the LessonsCompleted table, column "Student", based on the list in the StudentsMasterList table do this:
    1. Select the students from the StudentsMasterList, without the heading (in this case just select cells A2:A5)
    2. Create Name Range by going to FORMULAS->Define Name
    3. Make sure the "refers to:" field has =StudentsMasterList[Name]
    4. Name this range in the "Name" field
    5. Go to the LessonsCompleted table and select column B (B2:B5). Insert Data Validation, select "List" in the Allow field. Click in the Source field and leave blank. Press f3 and select the name range you created. Click OK and there you have it.

  4. #4
    Forum Guru
    Join Date
    08-05-2004
    Location
    NJ
    MS-Off Ver
    365
    Posts
    13,582

    Re: How to get case sensitive validation from list in a table?

    Sadly, Excel has not caught up with itself. You cannot use TableHeaders in Data Validation Lists. I would use a dynamic named list

    Formulas>"Define Name"> StudentNames refers to

    =Sheet2!$A$2:INDEX(Sheet2!$A$2:$A$10000, MATCH("zzzzz", Sheet2!$A$2:$A$10000))

    Then use = StudentNames in Data Validation

    Edit, I stand corrected (sort of) as Sinon pointed out, although you can't use them directly, you can create a dynamic named range directly from them. That's a much easier way to go.
    Last edited by ChemistB; 08-11-2015 at 12:24 PM.

  5. #5
    Registered User
    Join Date
    08-11-2015
    Location
    Los Angeles, CA
    MS-Off Ver
    2011 Mac
    Posts
    5

    Re: How to get case sensitive validation from list in a table?

    Sinon05 thank you for the instructions. I followed them but unfortunately, this validation method is not case-sensitive. My main challenge is making it case sensitive.

    These names end up in reports that are sent to the students. If the teachers enter the names with strange capitalizations by mistake (which happens all the time), then it just looks unprofessional. We're trying to prevent that.

  6. #6
    Registered User
    Join Date
    08-11-2015
    Location
    Los Angeles, CA
    MS-Off Ver
    2011 Mac
    Posts
    5

    Thumbs up Re: How to get case sensitive validation from list in a table?

    ALMOST SOLUTION:
    I was able to create a simple and clever solution! (Actually I thought it worked but it's not quite right. Suggestions?

    Here's what I thought worked:
    Data Validation > Allow: Custom > Formula: =AND(INDIRECT("StudentsMasterList[Name]"),EXACT(B2,PROPER(B2)))

    This checks two conditions to allow an entry.
    Part 1: INDIRECT("StudentsMasterList[Name]") checks that the text matches one of the student's names (case INSENSITIVE)
    Part 2: EXACT(B2,PROPER(B2)) checks that the text of the cell itself matches the format of a capital letter at the beginning of each word and only at the beginning. Requires that you enable circular references.

    To enable circular references:
    Excel > Preferences > Calculation > Check the box for "limit iteration". I have my limit at 5. The default maximum change of 0.001 is probably fine.
    Last edited by dk9000; 08-19-2015 at 02:54 PM.

  7. #7
    Forum Guru
    Join Date
    08-05-2004
    Location
    NJ
    MS-Off Ver
    365
    Posts
    13,582

    Re: How to get case sensitive validation from list in a table?

    Smart solution.

  8. #8
    Registered User
    Join Date
    08-11-2015
    Location
    Los Angeles, CA
    MS-Off Ver
    2011 Mac
    Posts
    5

    Re: How to get case sensitive validation from list in a table?

    Quote Originally Posted by ChemistB View Post
    Smart solution.
    Oh boy I made a mistake. It actually doesn't work . Seems to be trouble with the "INDIRECT" part. Any ideas of how to make it work properly?

  9. #9
    Forum Guru
    Join Date
    08-05-2004
    Location
    NJ
    MS-Off Ver
    365
    Posts
    13,582

    Re: How to get case sensitive validation from list in a table?

    This should work

    =AND(ISNUMBER(MATCH(B2,Sheet2!$A:$A,0)), EXACT(B2, PROPER(B2)))

    No need to modify iterations or any other options.
    Does that work for you? If not, maybe post an updated workbook.

  10. #10
    Registered User
    Join Date
    08-11-2015
    Location
    Los Angeles, CA
    MS-Off Ver
    2011 Mac
    Posts
    5

    Re: How to get case sensitive validation from list in a table?

    Quote Originally Posted by ChemistB View Post
    This should work

    =AND(ISNUMBER(MATCH(B2,Sheet2!$A:$A,0)), EXACT(B2, PROPER(B2)))

    No need to modify iterations or any other options.
    Does that work for you? If not, maybe post an updated workbook.
    WOW. ChemistB as far as I can see this works perfectly. I don't even completely understand what you've created but you're a genius. I hope other people will find this too! It's a tricky and probably common issue.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. [SOLVED] Find word(s) within text string that matches a list of keywords - NOT case sensitive
    By gbm222 in forum Excel Formulas & Functions
    Replies: 4
    Last Post: 09-06-2013, 02:15 AM
  2. Need to know complete list of case sensitive formulas
    By alchavar in forum Excel Formulas & Functions
    Replies: 2
    Last Post: 05-14-2013, 01:26 PM
  3. [SOLVED] SUMPRODUCT Or SUMIF - In case of Case sensitive???
    By lifeisaspreadsheet in forum Excel Formulas & Functions
    Replies: 9
    Last Post: 10-28-2012, 07:57 AM
  4. Case Sensitive Data Validation
    By hambly in forum Excel General
    Replies: 6
    Last Post: 11-21-2011, 01:52 PM
  5. Case sensitive on Pivot Table
    By belkaw in forum Excel Programming / VBA / Macros
    Replies: 0
    Last Post: 10-27-2011, 08:42 AM
  6. case sensitive validation
    By FRIEL in forum Excel General
    Replies: 4
    Last Post: 03-20-2008, 05:57 AM
  7. Case Sensitive Data Validation
    By blatham in forum Excel General
    Replies: 1
    Last Post: 12-12-2006, 12:07 PM
  8. .Name case sensitive
    By CinqueTerra in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 01-16-2006, 05:00 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1