Excel Data Validation: custom formulas and rules

The tutorial shows how to make custom Data Validation rules in Excel. You will find a few examples of Excel data validation formulas to allow only numbers or text values in specific cells, or only text beginning with specific characters, permit unique data preventing duplicates, and more.

In yesterday's tutorial we started to look at Excel Data Validation - what its purpose is, how it works, and how to use built-in rules to validate data in your worksheets. Today, we are going to take a step further and talk about the nitty-gritty aspects of custom data validation in Excel as well as experiment with a handful of different validation formulas.

How to create custom data validation with formula

Microsoft Excel has several built-in data validation rules for numbers, dates and text, but they cover only the most basic scenarios. If you want to validate cells with your own criteria, create a custom validation rule based on a formula. Here's how:

  1. Select one or more cells to validate.
  2. Open the Data Validation dialog box. For this, click the Data Validation button on the Data tab, in the Data Tools group or press the key sequence Alt > D > L (each key is to be pressed separately).
  3. On the Settings tab of the Data Validation dialog window, select Custom in the Allow box, and enter your data validation formula in the Formula box.
  4. Click OK.

Creating a custom formula-based validation rule in Excel

Optionally, you can add a custom input message and Error alert that will show up when the user selects the validated cell or enters invalid data, respectively.

Below you will find a few examples of custom validation rules for different data types.

Note. All Excel data validation rules, built-in and custom, verify only new data that is typed in a cell after creating the rule. Copied data is not validated, nor is the data input in the cell before making the rule. To pin down existing entries that do not meet your data validation criteria, use the Circle Invalid Data feature as shown in How to find invalid data in Excel.

Excel data validation to allow numbers only

Surprisingly, none of the inbuilt Excel data validation rules cater for a very typical situation when you need to restrict users to entering only numbers in specific cells. But this can be easily done with a custom data validation formula based on the ISNUMBER function, like this one:

=ISNUMBER(C2)

Where C2 is the topmost cell of the range you want to validate.
A custom data validation rule to allow numbers only

Note. The ISNUMBER function allows any numeric values in validated cells, including integers, decimals, fractions as well as dates and times, which are also numbers in terms of Excel.

Excel data validation to allow text only

If you are looking for the opposite - to allow only text entries in given range of cells, then build a custom rule with the ISTEXT function, for example:

=ISTEXT(D2)

Where D2 is the uppermost cell of the selected range.
A custom data validation rule to allow text only

Allow text beginning with specific character(s)

If all values in a certain range should begin with a particular character or substring, then do Excel data validation based on the COUNTIF function with a wildcard character:

COUNTIF(cell,"text*")

For example, to ensure that all order id's in column A begin with the "AA-", "aa-", "Aa-", or "aA-" prefix (case-insensitive), define a custom rule with this data validation formula:

=COUNTIF(A2,"aa-*")
Data validation to allow text beginning with specific characters

Validation formula with the OR logic (multiple criteria)

In case there are 2 or more valid prefixes, add up several COUNTIF functions, so that your Excel data validation rule works with the OR logic:

=COUNTIF(A2,"aa-*")+COUNTIF(A2,"bb-*")
Excel data validation formula with the OR logic

Case-sensitive validation formula

If the character case matters, then use EXACT in combination with the LEFT function to create a case-sensitive validation formula for entries beginning with specific text:

EXACT(LEFT(cell, number_of_chars), text)

For instance, to allow only those order ids that begin with "AA-" (neither "aa-" nor "Aa-" is allowed), use this formula:

=EXACT(LEFT(A2,3),"AA-")

In the above formula, the LEFT function extracts the first 3 characters from cell A2, and EXACT performs a case-sensitive comparison with the hard-coded substring ("AA-" in this example). If the two substrings match exactly, the formula returns TRUE and the validation passes; otherwise FALSE is returned and the validation fails.
Case-sensitive validation formula to allow text beginning with specific characters

Allow entries containing certain text

To allow entries that contain specific text anywhere in a cell (in the beginning, middle, or end), use the ISNUMBER function in combination with either FIND or SEARCH depending on whether you want case-sensitive or case-insensitive match:

  • Case-insensitive validation:

    ISNUMBER(SEARCH(text, cell))
  • Case-sensitive validation:

    ISNUMBER(FIND(text, cell))

On our sample data set, to permit only entries containing the text "AA" in cells A2:A6, use one of these formulas:

Case-insensitive:

=ISNUMBER(SEARCH("AA", A2))

Case-sensitive:

=ISNUMBER(FIND("AA", A2))

The formulas work with the following logic:

You search the substring "AA" in cell A2 using FIND or SEARCH, and both return a position of the first character in the substring. If the text is not found, an error is returned. For any numeric value returned as the result of search, the ISNUMBER function yields TRUE, and data validation is successful. In case of an error, ISNUMBER returns FALSE, and the entry won't be allowed in a cell.
Data validation to allow entries containing certain text

Data validation to allow only unique entries and disallow duplicates

In situations when a certain column or a range of cell should not contain any duplicates, configure a custom data validation rule to allow only unique entries. For this, we are going to use the classic COUNTIF formula to identify duplicates:

=COUNTIF(range, topmost_cell)<=1

For example, to make sure that only unique order ids are input in cells A2 to A6, create a custom rule with this data validation formula:

=COUNTIF($A$2:$A$6, A2)<=1

When a unique value is entered, the formula returns TRUE and the validation succeeds. If the same value already exists in the specified range (count greater than 1), COUNTIF returns FALSE and the input fails validation.

Please pay attention that we lock the range with absolute cell references (A$2:$A$6) and use a relative reference for the top cell (A2) to get the formula to adjust properly for each cell in the validated range.
Data validation to allow only unique entries

Note. This data validation formulas is case-insensitive, it does not distinguish uppercase and lowercase text.

Validation formulas for dates and times

Inbuilt date validation provides quite a lot of predefined criteria to restrict users to entering only dates between the two dates you specify, greater than, less than, or equal to a given date.

If you want more control over data validation in your worksheets, you can replicate the inbuilt functionality with a custom rule or write your own formula that goes beyond the built-in capabilities of Excel data validation.

Allow dates between two dates

To limit the entry to a date within a specified range, you can use either the predefined Date rule with the "between" criteria or make a custom validation rule with this generic formula:

AND(cell>=start_date), cell<=end_date)

Where:

  • cell is the topmost cell in the validated range, and
  • start and end dates are valid dates supplied via the DATE function or references to cells containing the dates.

For example, to allow only dates in the month of July of the year 2017, use the following formula:

=AND(C2>=DATE(2017,7,1),C2<=DATE(2017,7,31))

Or, enter the start date and end date in some cells (F1 and F2 in this example), and reference those cells in your formula:

=AND(C2>=$F$1, C2<=$F$2)

Please notice that the boundary dates are locked with absolute cell references.
Data validation to allow dates between two dates

Allow weekdays or weekends only

To restrict a user to entering only weekdays or weekends, configure a custom validation rule based on the WEEKDAY function.

With the return_type argument set to 2, WEEKDAY returns an integer ranging from 1 (Monday) to 7 (Sunday). So, for weekdays (Mon to Fri) the result of the formula should be less than 6, and for weekends (Sat and Sun) greater than 5.

Allow only workdays:

WEEKDAY(cell,2)<6

Allow only weekends:

WEEKDAY(cell,2)>5

For example, to allow entering only workdays in cells C2:C6, use this formula:

=WEEKDAY(C2,2)<6
Validation rule to allow only workdays

Validate dates based on today's date

In many situations, you may want to use today's date as the start date of the allowed date range. To get the current date, use the TODAY function, and then add the desired number of days to it to compute the end date.

For example, to limit the data entry to 6 days from now (7 days including today), we are going to use the built-in Date rule with the formula-based criteria:

  1. Select Date in the Allow
  2. Select between in the Data
  3. In the Start date box, enter =TODAY()
  4. In the End date box, enter =TODAY() + 6

Validating dates based on today's date

In a similar manner, you can restrict users to entering dates before or after today's date. For this, select either less than or greater than in the Data box, and then enter =TODAY() in the End date or Start date box, respectively.

Validate times based on current time

To validate data based on the current time, use the predefined Time rule with your own data validation formula:

  1. In the Allow box, select Time.
  2. In the Data box, pick either less than to allow only times before the current time, or greater than to allow times after the current time.
  3. In the End time or Start time box (depending on which criteria you selected on the previous step), enter one of the following formulas:
    • To validate dates and times based on the current date and time:
      =NOW()
    • To validate times based on the current time:
      =TIME( HOUR(NOW()), MINUTE(NOW()), SECOND(NOW()))

The screenshot below shows a rule that allows only times greater than the current time:
Validating times based on current time

Custom Excel data validation rule not working

If your formula-based data validation rule does not work as expected, there are 3 main points to check:

  • Data validation formula is correct
  • Validation formula does not refer to an empty cell
  • Appropriate cell references are used

Check the correctness of your Excel data validation formula

For starters, copy your validation formula into some cell to make sure it does not return an error such as #N/A, #VALUE or #DIV/0!.

If you are creating a custom rule, the formula should return the logical values of TRUE and FALSE or the values of 1 and 0 equating to them, respectively.

If you use a formula-based criteria in a built-in rule (like we did to validate times based on the current time), it can also return another numeric value.

Excel data validation formula should not refer to an empty cell

In many situations, if you select the Ignore blank box when defining the rule (usually selected by default) and one or more cells referenced in your formula is blank, any value will be allowed in the validated cell.

Here is an example in the simplest form:
Validation formula should not refer to an empty cell

Absolute and relative cell references in data validation formulas

When setting up a formula-based Excel validation rule, please keep in mind that all cell references in your formula are relative to the upper left cell in the selected range.

If you are creating a rule for more than one cell and your validation criteria are dependent on specific cells, be sure to use absolute cell references (with the $ sign like $A$1), otherwise your rule will work correctly only for the first cell. To better illustrate the point, please consider the following example.

Supposing, you want to restrict data entry in cells D2 to D5 to whole numbers between 1 (minimum value) and the result of dividing A2 by B2. So, you calculate the maximum value with this simple formula =A2/B2, like shown in the screenshot below:
Incorrect cell references in a data validation formula

The problem is this seemingly correct formula won't work for cells D3 to D5 because relative references change based on a relative position of rows and columns. Thus, for cell D3 the formula will change to =A3/B3, and for D4 it will become =A4/B4, doing data validation all wrong!

To fix the formula, just type "$" before the column and row references to lock them: =$A$2/$B$2. Or, press F4 to toggle between different reference types.

In situations when you want to validate each cell based on its own criteria, use relative cell references without $ sign to get the formula to adjust for each row or/and column:
Correct cell references in a data validation formula

As you see, there is no "absolute truth", the same formula could be right or wrong depending on situation and your particular task.

This is how to use data validation in Excel with your own formulas. T gain more understanding, feel free to download our sample workbook below and examine the rule settings. I thank you for reading and hope to see you on our blog next week!

Practice workbook for download

Excel Data Validation examples (.xlsx file)

286 comments

  1. Hello there,

    I really appreciate the detailed information present on your Website i am stucked at one place in excel want to know if there is any Formula or VB Script which can help me.

    I am making a Leave management excel Template from my Office everything is perfect except the date.

    eg. if User X has applied leaves from 01-01-2019 till 15-01-2019

    I Blocked User Y to apply the Leaves from 1st Jan till 15 via Data Valitation not between field so now he can apply after (15-01-19 till 25-01-19)

    Now on the third row for User z i don't know what to do if i want to block dates for User X + User Y (i.e. User Z should not choose any dates from 01-01-2019 till 15 Jan 2019 & 15-01-2019 till 25-01-2019).

    I hope i made it clear.

    Thank you in advance.

    Regards,
    Muzamil.

  2. Hi,
    I like to have a data validation combined for the entry
    number 1 to 10 or the text "OK"
    would this be possible?
    thanks
    Cor

  3. Hi Ablebits Team,
    I checked your blog post. You're simply brilliant! I have researched a lot, and by far your responses are best.
    Here is my issue-
    I maintain a product sales workbook with different sheets for each month. Column A specifies the invoice number and has custom data validation rule for unique entries following preset case sequence and character limit(eg-ABC1234q1we).
    This works fine. Not an issue. However, i want to be able to apply the same validation rule to all sheets in the workbook to avoid duplicate entry. [Currently, I am consolidating data from each sheet to one master sheet and checking if Invoice number is unique before copying it to required sheet.]

    Is there a way around this where I can extend the validation rule between all sheets in the workbook? Plus, also consider, that new sheets maybe added to the workbook later and at that point the rule needs to be applied to include this new sheet as well.
    Please guide me with your expertise!

  4. Hi what should i do in the validation data if I only want either TCY or TTL to be written on the cells selected?

  5. About my question, someone helped me and the answer is:
    =and(counta(b2)=0;countif($a$2:$a$42;a2)=1)

  6. I have 3 drop-downs (one in column A, B & C). Column A will have names, Column B will have catalog names and Column C will have item codes). I want to show multiple values in Column C based on what was selected in Columns A & B. So if I kept the name the same from column A but changed the category in Column B, then Column C will return different values based on the selection from Column B (or even A). How do I write this formula in the Data-Validation list?

    • hello bobby,
      first you wanna a data can put one sheet and go select table you select area change in table and go to formula option select define name first select heading than put name than now per column wise heading not select only heading data select and define name heading wise and use main sheet data validation.

  7. I wanna use this formula in data validation but I dont know why it dose not answer truly
    =AND(IF(B2>0;0;1);COUNTIF($A$2:$A$42;A2)=1)

  8. Trying to create a validation where If a range of cells (in my case c5:c8) must have a value greater than 0 in order for anyone to enter any value in cell range g5:g10. I created a custom formula in cells g5:g10 that reads, =c5:c8>0 and this validation only works when a number is recorded in C5. If I enter a number in any other cell in range (c6-c8) I get the error in g5-g10. DO not know where I am going wrong. Thank you!

  9. Hello - I would like a warning to pop up if a calculated cell exceeds a limit. Is it possible? The calculated cell is creating a percent - we do not want it to exceed 100%. I can do an IF calculation in another cell, but would prefer a warning message. Thank you!

  10. f4 -> list type having two vlues - free and cash
    g4 should be based on f4 i.e if f4 is free then 100 else 0
    so i want validation that if f4= free then you can not change value of g4
    and if f4=cash then user can change value that i did with data validation custom condition
    f4"free" then you can not change value

    problem is when i change free to cash - i am able to change value suppose i made it 20
    now if i am change f4="free" it doesn't changing value of g4= 100

  11. Please I am trying to do a cell validation for text such that if the cell was ignored and left blank, It will display an error message.

    I know if you input a text and then delete it, it would display the intended error message. However, I found if you just ignore and skip the cell, no error message is displayed.

    How do I resolve this?? Like I do not want any cells omitted or ignored and file can't be closed/saved unless information is complete.

    I used the custom, unchecked "ignore blank" and formula : istext()

    • You can't do this with data validation.
      Specifically, you can't prevent the user closing/saving the file half-way through. You could possibly do that with VBA/macro code that is triggered when the file is closed and checks the status of a checkcell.
      Without VBA, you could use Conditional Formatting to highlight the empty cells, as well as Data Validation as you describe. That would alert the user to the empty cells, but you can't stop them closing or saving the file.

      • Thanks Chadwick. I thought as much too that I will probably need VBA to do that.

  12. Hello, I want to restrict the cell with certain alphabet and certain range of numerical value to design a mark ledger of students. I tried to do it but I couldn't. Please, help me.

    • Hello Amit Kr. Karn
      Formula Use in Data Validation Option
      there formula
      =AND(ISnumber(A1),LEN(A1)=10)
      Number Validation 10 digit
      there formula text validation 10 text
      =AND(IStext(A1),LEN(A1)=10)

      i hope you try.

  13. Sorry I completely forgot to escape my angle brackets
    A2:-
    =IF(B2="",AND(A2>=TIME(0,0,1),A2<=TIME(11,59,59)),AND(A2>=TIME(0,0,1),A2<=B2-TIME(0,0,1)))
    B2:-
    =IF(A2="",AND(B2>=TIME(0,0,1),B2<=TIME(11,59,59)),AND(B2>=A2+TIME(0,0,1),B2<=TIME(11,59,59)))

  14. Apologies that formula again
    =IF(A2="",AND(B2>=TIME(0,0,1),B2=A2+TIME(0,0,1),B2<=TIME(11,59,59)))

  15. Something went wrong with the middle bit.
    That second cell formula:-
    B2:-
    =IF(A2="",AND(B2>=TIME(0,0,1),B2=A2+TIME(0,0,1),B2<=TIME(11,59,59)))
    (which actually goes in D2 - to be REFERRED to by B2 . . . )

  16. Hi
    Validating 2 neighboring cells (e.g. A2 & B2) to be Start and Finish times SHOULD be done with custom validation formulae . . .
    A2:-
    =IF(B2="",AND(A2>=TIME(0,0,1),A2=TIME(0,0,1),A2=TIME(0,0,1),B2=A2+TIME(0,0,1),B2<=TIME(11,59,59)))
    . . . and these work fine, while the neighbouring cell is NOT BLANK.
    When the neighboring cell is BLANK, the validation allows ANY VALUE.
    The thing is: there already IS provision for the neighboring cell being blank (it's just that Excel ignores it)
    Fortunately, the FULL validation holds - even when the neighboring cell is BLANK - if you put the above formula in e.g. cells C2 and D2 and have the validation formulae REFER to these:-
    A2:-
    =C2
    B2:-
    =D2
    Hope this helps somebody. I only discovered the problem by accident: you just ASSUME the end user will always enter a time!

  17. HI
    I NEED TO PREVENT USER TO ENTER DATA IN WHOLE COLUMN LIKE COL A
    EXCEPT IF HE ENTER ANY OF THE FOLLOWING VALUE
    ( V+D OR D OR V )

  18. Hi Guys

    I have an excel drop down list that has options in words for eg low, medium and high as the options. However once an option is selected the cell below the drop down list registers a numeric value for instance low is 1, medium is 2 and high is three. This allows the selection to drive formula in other parts of the sheet and workbook that require numeric input such as the choose formula. Any idea how this is done as am stuck.
    Thanks

    • Hi Ross,
      On a separate sheet (not obligatory, but it's neater), create your list. Column A is the numbers 1,2,3, column B is the words.
      In the Data Validation dialogue box, set the List to point at the list you just wrote. Just the three cells with the words.
      In the cell beneath, where you want a number to appear, enter a vlookup formula. If your Data Validation cell in A1 and the number cell is A2, it would look like this:
      =VLOOKUP(A1,Sheet1!$A$1:$B$3,2,FALSE)
      Note that in this example, the reference is A1 is dynamic and will change if you copy the formula to other cells. The reference to the list is locked because you don't want that to change.
      Alternatively, instead of making a cell with a number and referring to that from your Choose function, you could make the vlookup part of the Choose statement.

  19. Is there any limit of characters to enter a formula in formula bar of Data validation?

  20. I copied a formula from a cell. Then I am creating a data validation for another cell. I am not able to paste the copied formula in the Setting/ allow/ custom/ formula in Data validation? please suggest how to paste a copied formula in formula bar of Data validation?

    • Formula copy in formula bar not a cell copy dude

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