Create validations

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EN Menüband Excel Inhalt Validierungen Erstellen.jpg



You can compare two numbers from one Excel document. You can allocate these to a group and display them in the comparison sheet in a clear overview.

Create a validation

Selection of validation values

The work area of the validations

Select a value

Image.Cell.SelectCell.16.png Transfer value from cell: The value from the currently selected Excel cell is transferred as the validation value if it is a numerical value.

Image.Cell.SelectMasterCell.16.png Use value from MeetingPoint: This opens a dialog with which you can transfer an existing master value as the validation value.

Options

The underlying data source of the respective validation value is displayed in the “Selection” field. You will be informed if you have not yet selected anything.

Operator

You can define the mathematical operator multiplication or division for your validation value.

Factor

If you have selected an operator, you can select the decimal powers 1,000/1,000,000 or 1,000,000,000 as the factor for calculating your validation of firesys.

Intermediate calculation

The previously configured calculation of the validation value is displayed written out in an intermediate calculation.

Value/result

Here you always see the current calculation of the previously selected validation and the corresponding operator and factor.


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Good to know

With an individual calculation, you cannot select an identical cell for “Value 1” and “Value 2”.


Absolute values

Create validations without taking the sign of the selected values into account.

Additional information

Supplement your validation with additional valuable information:

Group

Validations in firesys must always be assigned to a group. The groups serve to assign the various validations precisely and are the central sorting key on the validation worksheet. You can add new groups or edit and delete existing ones at any time.


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Good to know

When you create or edit a validation, if you enter and confirm a group name that is already being used, both validation groups can be combined into a group. However, this step cannot be reversed.


Description

Here you can provide a description containing explanatory, additional information about the validation.


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Good to know

Starting from the selected cell, firesys automatically searches for a description and proposes this in the corresponding field.


Comment

You can add a comment on the current validation here.

Search for terms

Here you can search all worksheets for a term with the following options:

Image.Cell.MatchAll.16.png Compare entire content of cells: The option “Compare entire content of cells” enables you to limit the search further. Example: When searching for the term “EBITDA”, firesys finds all cells in which the term “EBITDA” is used. The term “EBITDA” + the option (“Compare entire content of cells”) only finds cells containing exclusively “EBITDA”.

Image-Common-ArrowLeft.png Previous hit: Use the arrows to start the search and navigate through the individual hits and to the previous hit.

Image-Common-ArrowRight.png Next hit: Use the arrows to start the search and navigate through the individual hits and to the next hit.

Video: Create a validation


A detailed explanation of the individual steps

This is how you insert a new validation in Excel:

  1. Click on the “Create validation” button in the “*Validation” menu ribbon in the “Validation and consistency” group
    → A selection dialog opens, displaying the various validation types.

  2. Select the “Single validation” function here.
    → Your Excel worksheet is extended with the validation work area.

  3. Use the mouse cursor to select the cell for which the validation should be created and in the “Value 1” range, click on “Transfer value from cell”.

  4. Now select the cell in your Excel workbook that contains the second value of the validation and in the “Select value 2” range, click on “Transfer value from cell”.

  5. Click “OK” to confirm the prompt.
    → An information dialog confirms that the validation was created.

  6. You can then use the “Go to validation worksheet” function to open the validation worksheet.
    → your validation is displayed.

See also

Navigation hoch.svg The validation basic functions
Navigation rechts.svg Create multiple validations
Navigation rechts.svg Auto-validations in firesys
Navigation rechts.svg Edit validation
Navigation rechts.svg Delete validation
Navigation rechts.svg Approve deviations

Further contents

firesys website
Customer area
YouTube