Insert Dropdown List into the Financial Statement (Personal) and eSign it in minutes

Aug 6th, 2022
Icon decoration
0
forms filled out
Icon decoration
0
forms signed
Icon decoration
0
forms sent
Service screenshot
01. Upload a document from your computer or cloud storage.
Service screenshot
02. Add text, images, drawings, shapes, and more.
Service screenshot
03. Sign your document online in a few clicks.
Service screenshot
04. Send, export, fax, download, or print out your document.

Reduce time spent on document management and Insert Dropdown List into the Financial Statement (Personal) with DocHub

Form edit decoration

Time is a crucial resource that each enterprise treasures and tries to turn in a benefit. In choosing document management application, be aware of a clutterless and user-friendly interface that empowers users. DocHub offers cutting-edge features to improve your document management and transforms your PDF file editing into a matter of one click. Insert Dropdown List into the Financial Statement (Personal) with DocHub in order to save a ton of efforts and boost your productivity.

A step-by-step instructions on the way to Insert Dropdown List into the Financial Statement (Personal)

  1. Drag and drop your document to your Dashboard or add it from cloud storage solutions.
  2. Use DocHub advanced PDF file editing features to Insert Dropdown List into the Financial Statement (Personal).
  3. Revise your document and make more changes if necessary.
  4. Add more fillable fields and allocate them to a particular receiver.
  5. Download or send your document to your clients or coworkers to securely eSign it.
  6. Gain access to your documents within your Documents folder at any moment.
  7. Create reusable templates for commonly used documents.

Make PDF file editing an easy and intuitive process that will save you plenty of valuable time. Easily alter your documents and deliver them for signing without having adopting third-party options. Concentrate on relevant duties and boost your document management with DocHub right now.

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.
Install now

How to Insert Dropdown List into the Financial Statement (Personal)

4.6 out of 5
40 votes

hi everybody this is john from the obitus solutions team today im going to be showing you how to use a drop-down list to make your financial reporting tables more interactive so first you click the cell in which you want the list to appear then you put you go to the data validation tab and click data validation alternatively you can press alt a v v to get to the same step once youre in the pop-up window click list from the drop down menu under allow next you need to identify a source code here we like to have the source range outside of the table for clarity sake so my source range is in acme output im going to click country and im going to push ctrl shift down to select the whole row and now i press ok now you can see i created a drop down list from here i can select any of the countries that were in my output list selection as you can see my table data changes based on which country i select from the output list this allows someone to filter and sort data based on specific countr

video background

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
Contact us
Add a single condition, like two countries and their cities Stay in the Settings tab; Select List in the Allow box; In the Source box, select the range of cells containing the values you want to display in the drop-down list (here I select the headers of the table) Click the OK button. See screenshot:
Heres how: Select one or more cells to validate. Open the Data Validation dialog box. 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. Click OK.
Select the cell where you want the Dependent/Conditional Drop Down list (E3 in this example). Go to Data Data Validation. In the Data Validation dialog box, within the setting tab, make sure List in selected. In the Source field, enter the formula =INDIRECT(D3).
What is an Excel Drop Down List? An Excel drop down list[1] is a data validation function that allows users to select an option from a list of choices. It can be particularly useful in performing financial modeling and analysis by incorporating scenarios and making a spreadsheet more dynamic.
Add IF Function to Formula Just as you can use the IF function on the worksheet, you can use it in a data validation formula.
To create a drop-down list which changes ing to what the user selects, you can use an IF statement within the data validation feature. In the Ribbon, select Data Data Tools Data Validation.
In Google Sheets, open a spreadsheet. Select the cell or cells where you want to create a dropdown list.Create a dropdown list Enter @. In the Menu, under the components section, click Dropdowns. At the top, click Insert. Dropdown. Click Data. Data validation. Add rule . Right click on a cell. Dropdown.
Create a drop-down list In a new worksheet, type the entries you want to appear in your drop-down list. Select the cell in the worksheet where you want the drop-down list. Go to the Data tab on the Ribbon, then Data Validation . On the Settings tab, in the Allow box, click List .

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.
"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."
Pam Driscoll F
Teacher
A Valuable Document Signer for Small Businesses.
"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."
Jiovany A
Small-Business
I can create refillable copies for the templates that I select and then I can publish those.
"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."
Victoria G
Small-Business
be ready to get more

Edit and sign PDF for free

Get started now