Data Forms For Excel Series Of Form

This will cause the active cell cursor to move to the right instead of down so we can add the next value into our record.

This will give us options to add a few different types of input fields including Text, YesNo, Files, Email, Number and Dates.

This will help the user know what type of data to input when they run this automation.

Well be able to Add a drop-down list of option, Add a multi-select list of options, Make the field optional or Delete the field from this menu.

If youre on an Office 365 business account, use the Excel Online (Business) connectors, otherwise use the Excel Online (OneDrive) connectors.

Making the Form Semi-Smart with Validation Many seasoned Excel users like to use a feature called data validation.

One way I found to make the process easier is to use Excel forms.

These data entry forms are especially beneficial when your records span across many columns.

However, I had a project where each record spanned past the width of my monitor so I had a horizontal scrollbar.

I wanted an Excel data entry form that would allow me to focus on one entry.

This would also make it easier to copy and paste information from a source PDF document to the required textbox.

The problem with using the default data entry method is that its easy to lose sight of your target.

Article Contents What is an Excel Data Form How to Create Form in Excel Making the Form Semi-Smart with Validation Finding and Filtering Records Data Form Limitations You Might Also Like These Excel Tutorials What is an Excel Data Form A data form is simply a modal dialog box with the fields for one record.

The form sits on top of your Excel spreadsheet and allows you to enter up to 32 fields per record.

The form isolates one record or row.

Some fields have keyboard shortcuts allowing you to jump within the form.

Data Forms For Excel Series Of Form

You have a series of form buttons on the right-side to control navigation and filters.

Using the form, I can enter data faster and when I Tab to the end of the form, I can hit Enter to start another record.

I can also navigate through the records using the controls on the right side.

How to Create Form in Excel In this example, Ill create a form based on an existing spreadsheet with 6 fields.

Once the form is created, I can use it to add or edit records.

Adjust the width in Column A to a suitable width for all columns.

The form will use this width as the default size for all form fields.

In earlier versions of Microsoft Excel this function was on the Data menu.

You may need to add the Form command back on the Excel Ribbon or Quick Access toolbar.

For this article, I added the command to my Data tab, but some people prefer to create a new tab called Forms.

If you have existing records, you will see a form for each record.

If your spreadsheet is new, youll see a blank form with your labels.

To open again, click any cell within your defined range and click the Form button again on your ribbon or toolbar.

Data Forms For Excel For Mac