Easily Replace Dropdown in the Financial Statement (Personal)

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How to Replace Dropdown in the Financial Statement (Personal)

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when you go to apply for an sba loan one of the very first things your lender is going to request is the personal financial statement or 413 as the sba calls it government really needs to get better at naming forms anywho based on my 10 plus years experience as an sba lender youre gonna get this form wrong more often than you get it right and thats gonna lead to unnecessary back and forth between you and your lender and nobody wants that hey im ray drew an actual sba lender and in this video im gonna show you step by step how to fill out the 413 and at the end of this video im going to share the number one mistake applicants make when completing this form [Music] first of all make sure youre filling out the right version of the personal financial statement the sba updates it every couple of years in the top right of page one youll see an expiration date if the form is expired you have the wrong one page 1 shows the instructions for the form and based on my experience 99 of peopl

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How do I create a drop-down list in Excel?

Create a drop-down list Select the cells that you want to contain the lists. On the ribbon, click DATA Data Validation. In the dialog, set Allow to List. Click in Source, type the text or numbers (separated by commas, for a comma-delimited list) that you want in your drop-down list, and click OK.

What is a dropdown list explain with an example?

A drop-down list (abbreviated drop-down, or DDL; also known as a drop-down menu, drop menu, pull-down list, picklist) is a graphical control element, similar to a list box, that allows the user to choose one value from a list. When a drop-down list is inactive, it displays a single value.

How do I create a drop-down list with multiple columns in Excel?

In the same or in another spreadsheet, select a cell or several cells in which you want your primary drop-down list to appear. Go to the Data tab, click Data Validation and set up a drop-down list based on a named range in the usual way by selecting List under Allow and entering the range name in the Source box.

How do I refresh a drop-down list?

Go to Formulas Name Manager. In the Name Manager box, click the named range you want to update. Click in the Refers to box, and then on your worksheet select all of the cells that contain the entries for your drop-down list. Click Close, and then click Yes to save your changes.

How do you add yes or no drop down in Excel?

First, select the cells or range of cells where you want to create this drop-down. Now, go to the Data Tab ⇢ Data Tools ⇢ Data Validation ⇢ Data Validation. From here, in the Data Validation Dialog box, select the List option from the Allow drop-down. Next, enter (Yes, No) in the source input bar.

How do I change a drop-down list in Excel?

How to edit drop down list in Excel Select the cell(s) containing the drop-down list. On the Data tab, in the Data Tools group, click Data Validation. This will open the Data Validation dialog box. In the Source box, change, add or remove comma-separated items. Click OK to save the changes.

What is a drop-down list in Excel?

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.

What is the use of drop-down list in Excel?

You can help people work more efficiently in worksheets by using drop-down lists in cells. Drop-downs allow people to pick an item from a list that you create. In a new worksheet, type the entries you want to appear in your drop-down list. Ideally, youll have your list items in an Excel table .

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