Dropdown

Bizview enables you to insert dropdowns into the active cell. That way, you can force input to be chosen from a dropdown list of values that are specified on a worksheet in the template.

The image below illustrates a Sales Forecast with dropdown lists:

Price strategy is a independent drop-down list, meaning that they also can be dependent on other columns or named areas.

For more information, see Dependent Dropdown.

Inserting a Dropdown

1. Access the Insert tab and select Dropdown:

   

2. Select the desired worksheet.

3. Set Dropdown parameters:

   • Define the start and stop rows in the selected worksheet from which data should be retrieved.

   • Define the first and second columns that should be visible in the dropdown.

   Note: If Value = the list will only contain one column. 

4. Set Dependent Dropdown parameters:

   The selected column depends on the options: No Dependency, Column, or Name Range.

5. Set User Input/Filter Mode:

   Define the filter mode of the list. When the end-user enters a value in a drop-down cell, filter the list with 'begins with' or " contains'.

   For example, if the end-user writes "ab" in the cell, should the drop-down list be filtered with only values starting with "ab" or return all values that contains "ab"?

6. Enable Show Custom Validation. This is not a mandatory field, but if its toggles on, write an appropriate Message text like the image below.
7. Click OK to finalize the insertion.

   

Complete the following steps to insert a drop-down list:

Additional fields:

• List Data for Row 2: Shows the selected worksheet to which the drop-down is connected.

• Example: View an example of how the drop-down will look to the end-user.