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Creating a Custom List or Series

Companies often have custom data that pertains only to their organization, such as lists of employees, fiscal year, or selected states that the company does business in. When you type a list once, that's the last time you should ever have to type it. Yes, you could copy and paste the list but that's not necessarily the most efficient way. The best way to handle this information is by creating a custom list so when you type in one of the states, you can then drag the fill handle to fill the rest of the states in automatically in the order you predefine (see Figure 3.14). Take Figure 3.15, for example. The list of states is the states a company normally has to type in. To automate this list or create a custom list, follow these steps:

  1. Select the cell or cells you want in your custom list.

  2. Figure 3.14 Start a state in the list and drag the fill handle.

    Figure 3.15 Create and select the list you must often type or is specific to your organization.

  3. Choose Tools, Options.

  4. From the Options dialog box, select the Custom Lists tab as shown in Figure 3.16. Click Import.

  5. Click OK.

Figure 3.16 Create and select the list you have to often type or is specific to your organization.

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