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Troubleshooting the Category dropdown in the Transactions sheet for Microsoft Excel

Fix a missing, broken, or incomplete Category dropdown in your Tiller Transactions sheet with steps for Microsoft Excel.

Written by Ashleigh Cooley

If the Category dropdown in your Transactions sheet is missing, broken, or not showing all your categories, the data validation on that column needs to be corrected. This is one of the most common issues Tiller users encounter after customizing their Categories sheet.

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What causes the category drop down to break?

The Category dropdown in the Transactions sheet is powered by data validation, a rule that tells the column to pull its list from the Categories sheet. The dropdown breaks when that rule gets disrupted. The most common causes are:

  • Inserting rows into the Categories sheet instead of adding categories at the bottom

  • Pasting transactions into the Transactions sheet without using Paste Special > Values Only, which can overwrite the data validation on pasted rows

  • Deleting or reformatting the Category column header or the Categories sheet column it references

  • Moving columns in either sheet so the data validation references the wrong range

Troubleshooting steps

  1. Starting with row 2 select all the cells in the Category column to the bottom of the Excel table (look for the alternating shading to stop to see where the table ends).

  2. Choose the Data ribbon

  3. Choose Data validation

  4. Make sure the Allow: option has List selected

  5. In the source input =INDIRECT("Categories[Category]")

  6. Leave "Ignore blank and "In-cell dropdown" checked

  7. Click the "Apply these changes to all other cells with the same settings" option

  8. Click "OK"

How to Avoid this Issue

  1. Do not insert new rows at the top or bottom of the Categories list. Instead, use the existing rows and add new categories to the bottom of the list in blank cells or overwrite example categories you're not using.

  2. Use the next available/empty existing row in the Categories sheet to make sure that the Excel Table expands properly (do not skip or leave blank rows at the bottom of the Categories sheet

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