Let's take a look at how we can add tool tips or screen tips in Excel.
Assume you've created this template.
It's an invoice template that you want to share with your colleagues so they can create their invoices
for their clients. To help them know what they should input where, you've decided to add screen tips to
this sheet.
So instead of adding comments for like client name, address, or payment terms, you've added tool tips.
So every time they come and click on the cell they see this additional information that you've shared
with them.
So for example "input your contact person on the client side", for services "add services ensure you have
one line per topic"
Time period you've told them how they should input the date.
Payment terms, they should updated accordingly.
This is a simple feature that can really impress people and it's super easy to use.
So let's go over how we can set this up.
All we need is data validation.
Except we're not going to use a specific criteria.
We're just going to leave that be.
You could of course add a criteria if you want to make sure they input the date correctly or they input
number and not text. But you don't have to if you just want to use the tool tip feature.
It's called input message in data validation.
So let's take a look.
Let's go to Data validation. Now for settings,
I'm just going to leave this as is.
They can input any value in the cell. Input message
that's my tool tip.
I can give it a title if I want or I can just give it the text.
Click on OK and I have the tool tip right here.
I can do that for any cell that I want.
All you have to do is go to Data Validation and put in an input message and that's it.
You don't need to touch any other settings of the data validation.
The only thing you need to be careful of is if you're using this feature, don't move around any of these
tool tips because the moment you start messing with them or touching them or moving them around then
all the tool tips shift to that point where you moved your first tooltip.
So just make sure you don't move them and just leave them be where they were.