Creating a Custom List in Excel

Custom Lists in Excel are very similar to the Auto Fill feature.  In fact, a Custom List is actually an Auto Fill that is based on specific, user-defined criteria.  An example would be a list of employees.  If you have a list of employees that you use repeatedly and you do not want to copy that list from another spreadsheet every time you use it, your Best Practice would be to create a Custom List.  Then the next time you want to use that list, you simply type the first name in the list and Auto Fill the list to its completion.

There are two ways to create a Custom List in Excel, either by typing the list from scratch or by importing a list already existing within Excel.  I will cover them both in this post, although accessing the feature differs slightly depending on which version of Office you are using.

Accessing Custom Lists from Excel 2007

  • Click the Office button
  • Select Excel Options
  • Select the Popular Tab
  • Click the Edit Custom List button

Accessing Custom Lists from Excel 2010 and Excel 2013

  • Select the File Tab
  • Select Excel Options (2010) or Options (2013)
  • Select the Advanced Tab
  • Scroll to the bottom of the Advanced Tab
  • Under the General Heading, click the Edit Custom List button

Typing a List from Scratch

  • Access the Custom Lists dialog box
  • Place your cursor in the List Entries section of the dialog box
  • Type your List
  • Click the Add button
  • Click the “OK” button when done

Importing an Existing List

  • Access the Custom List dialog box
  • Place your cursor in the “Import List from Cells” section of the dialog box
  • Select the range of data in Excel that you wish to Import
  • Click the “Import” button
  • You should see your list appear under the “Custom Lists” section of the dialog box
  • Click “OK” when done

Editing a Custom List

  • Access the Custom List dialog box
  • Select the List under the “Custom Lists” section of the dialog box
  • Make the necessary changes in the “List Entries” section of the dialog box
  • Click the “OK” button when done

Deleting a Custom List

  • Access the Custom List dialog box
  • Select the List under the “Custom Lists” section of the dialog box
  • Click the “Delete” button
  • Click “OK” when done
This entry was posted in: MS Excel Tips.
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