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Creating a List

You can create a list by converting an existing data range or by using the List Manager to guide the list's creation.

To create a list

Do one of the following:

  • To create a list in a new worksheet, open the Project Gallery (File > Project Gallery), select the Blank Documents group, click the List Wizard icon, and click Open.

  • To create a new list in an existing worksheet, click the cell where you want the list to begin and choose Insert > List.

  • To convert an existing data range into a list, click any cell within the range and choose Insert > List.

  • Start entering your list into a worksheet. A dialog box (Figure 12.2) will appear after you enter a few rows of data, offering to invoke the List Manager. Click Yes to convert the data to a list, skipping the steps below.

    Figure 12.2. When it appears that you're creating a list, Excel offers to help set it up.

In all but the last option, the List Wizard appears (Figure 12.3).

Figure 12.3. In Step 1, tell the List Manager where the data (if any) resides and where to create the list.

In Step 1 of the List Wizard, select one of these options for the data source:

  • None. A list will be created from scratch.

  • Excel worksheet. Use existing data from the specified range, converting it into a list. If the data already has column labels, be sure to check My list has headers.

  • External data source. Select this option and click the Get Data button to import the list data from an external file. (This option requires installed ODBC drivers.)

Indicate where the list should be placed:

  • New worksheet. Create the list in a new, blank worksheet.

  • On existing worksheet. The upper-left corner of the list will begin at the specified cell.

Click Next. Step 2 appears (Figure 12.4).

Figure 12.4. Specify column names and data types.

Do one of the following:

  • If the list is based on existing data, select each column, select a data type from the drop-down Data type list, optionally edit the column name, and click Modify to record the changes.

  • If the list is being created from scratch, enter each column name, select a data type from the drop-down Data type list, and click Add. (The order in which columns are added will match their order in the list.)

Optional: To set formatting, conditional formatting, or validation options for the current field, click Settings. Repeat for other fields as necessary.

Click Next to continue.

In Step 3 (Figure 12.5), name the list and indicate whether you want a totals row. You can also choose an AutoFormat style.

Figure 12.5. Name the list, indicate whether to add a totals row, and specify an AutoFormat style.

Click Finish.

The list appears on the worksheet, starting at the designated cell (see Figure 12.1).



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