Iâve had a lot of trouble finding the category I want when adding new transactions, so I decided to find a way to organize the dropdown list to make it easier to navigate. I landed on arranging them by Group:
Thanks for this. So easy to do and useful. But - I had trouble using your named range âcategories_extâ when creating the data validation. It kept telling me that the value I was entering from the drop down was invalid. I fixed it by not using the named range and just referencing the range that âcategories extâ referenced directly. I also wanted to be able to exclude groups from the pulldown list. I modified the formula in B5 to look at F1:F3 (I only needed up to three exclusions) for group names I donât want to see. Now is working exactly how I like! This is something Iâve needed for a long time.
The named range doesnât work because a user needs to enter a fully qualified address of =âCategories Extâ!categories_ext
Seems to be required only when a user copies a template with a named range, so you may need to update your Setup and Installation instructions. I would include the step "rename the copied sheet from âCopy of Categories Extâ to âCategories Extâ. Then the last bullet could be updated to paste the following address to the Range box:
Hi, I really like this feature. I am noticing, however, after changing the reference that the lag upon saving when on the Transactions page is very noticeable when entering the category or even adjusting any of the other fields. Has anyone else noticed this behavior? I have >13K rows on Transactions sheet so wondering if that may be driver or if more something with the referencing?