How to Create a Data Source in Excel – 6 Steps

 

Running Project of DPR Construction”is the sample dataset.

Recreate it: how to create a data source in excel

 

Step 1 – Create a Basic Outline

  • Select a cell to create the borders.

Create a Basic Outline how to create a data source in excel

  • Go to Borders > All Borders.

Create a Basic Outline

  • Press Enter and see the output.

Merge cells to create a heading to the dataset.

  • Select B2:G2 and go to Merge & Center.

This is the output.

Create a Basic Outline

  • Enter the title “Creating Data Source”.


Step 2 – Enter Numerical Data

  • Enter 100242 in B5.

Input Numerical Data how to create a data source in excel

  • All data in Project ID is tagged 100242. Drag down the Fill Handle to fill the rest of the cells.

Input Numerical Data

if you want to increment the number by 1, enter 100242 and 100243 in the first two cells and drag the Fill Handle tool.


Step 3 – Enter Dates

  • Enter 1/2/2024 in C5.

Enter Dates

  • Enter dates in C5:C13.


Step 4 – Create a Drop-Down List

  • Select Data > Data Validation.

Create a Drop-Down List how to create a data source in excel

  • In the dialog box, select Settings > choose List in Allow.

Create a Drop-Down List

  • In the Source dialog box, click the Upward arrow.

Create a Drop-Down List how to create a data source in excel

  • Enter your drop-down list data in this box. Here, Arizona, Hawaii, Ohio, Washington, Idaho, Arizona, Kansas, Arizona, and Florida.

  • Click OK.

  • This is the output.

  • Drag the Fill Handle tool from D5 to D13 to enable those cells with the drop-down feature created in D5.

  • This is the output.


Step 5 – Enter Currency Data

  • Select the column to add a dollar sign.

Input Currency

  • Go to the Home tab and select Number Format > Currency.

  • Enter data to see the output.

Input Currency


Step 6 – Format the Input Data

  • Select the cells to enter text data.
  • Select Middle Align and Center in Alignment.

Format the Input Data how to create a data source in excel

  • Enter text data.
  • See the output below.

Format the Input Data

Add a column to enter “Yes” or “No”, indicating whether a region is prone to flooding.

  • Select column G.
  • Enter “Yes” or “No”.

Format the Input Data

 

Read More: How to Create Excel Data Connection to Another Excel File


Practice Section

Practice here.

Do it yourself how to create a data source in excel


Download Practice Workbook

Download the workbook and practice.


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Mohammad Shah Miran
Mohammad Shah Miran

Mohammad Shah Miran has a professional background spanning over a year at Softeko. Initially starting as an Excel and VBA writer, he authored more than 50 articles for the ExcelDemy project. Currently, Miran is engaged in the LinuxSimply project as a Linux content developer, completed over 40 articles. His analytical approach extends across various domains, including Excel, VBA, Bash scripting, Linux, data analysis, and Python programming. In his leisure time, Miran enjoys watching movies and series or listening... Read Full Bio

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