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How To Create A Custom Autofill List In Excel

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    Creating a custom autofill list in Excel can streamline data entry and enhance productivity by allowing for quick filling of repetitive information.

    This guide will provide step-by-step instructions on setting up your own list, ensuring a more efficient workflow.

    We will also explore why Sourcetable offers a more user-friendly alternative for creating custom autofill lists compared to Excel.

    Creating a Custom Autofill List in Excel

    Accessing Advanced Options

    To begin creating a custom autofill list, open the Advanced Options window by clicking the 'Excel Options' button in the File tab.

    Opening Custom Lists Dialog Box

    In the Advanced Options window, click 'Edit Custom Lists' to open the Custom Lists dialog box.

    Defining a New Custom List

    Select the cells containing your list items, then use the 'Edit Custom Lists' button to create your new Custom List.

    Using Custom Lists

    Once saved in the Custom Lists dialog box, your list will be recognized by Excel as an AutoFill option, which you can use to autofill cells in any workbook or to sort data according to your custom list order.

    Common Use Cases

    • excel

      Creating a series of employee names for project assignment sheets

    • excel

      Generating a recurring list of departmental budget codes for financial reporting

    • excel

      Automating the entry of product SKUs in inventory management spreadsheets

    • excel

      Filling in a sequence of dates for a content calendar

    • excel

      Populating a list of locations for a multi-branch sales analysis

    Excel vs Sourcetable: Streamlined Data Management

    Excel, a long-standing leader in spreadsheet software, is challenged by Sourcetable, which specializes in aggregating data from multiple sources. Sourcetable's integration capabilities allow users to centralize their data for efficient querying.

    Unlike Excel, Sourcetable provides an AI copilot, enhancing user experience with automated formula and template generation. This feature simplifies complex tasks and accelerates workflow, setting Sourcetable apart in spreadsheet innovation.

    Sourcetable's chat interface for creating formulas contrasts with Excel's manual formula input. This advancement offers users a more intuitive and less technical approach to data manipulation.

    In conclusion, Sourcetable's unique AI features and data integration present a tailored solution for those seeking a more interactive and consolidated data management tool, while Excel remains a robust option for traditional spreadsheet tasks.

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