Create Self-Maintaining Validation Dropdown Lists in Excel Using Sage Intacct (Advanced)

Build advanced, self-maintaining Excel dropdown lists using live Sage Intacct data. In this video, learn how to create dynamic validation lists that automatically adjust based on real-time activity, without manual maintenance in your ERP. This advanced walkthrough builds on earlier examples by introducing custom groupings for GL accounts and dimensions, allowing finance teams to create flexible, user-friendly selections that update automatically as data changes. You’ll see how filtering live Sage Intacct data results in a controlled reporting environment that stays accurate over time. This approach is ideal for teams that want agility, governance, and scalability in Excel-based ERP reporting. Series: 3 Minutes with Velixo - real ERP use cases, practical workflows, no fluff. 00:00 Introduction to Drop-Down Lists 01:50 Creating Custom Groupings 04:00 Maintaining Dynamic Selections