How to Create Excel Data Entry Form

Excel is one of the most popular tools in the corporate world. As such, it is also used by every office worker and every person who deals with spreadsheets. This is a very useful tool for a lot of office work. However, you can do more than just formatting and calculating; you can also use Excel to collect data. For example, you can create Excel worksheets for customer data, and then use various formulas to process it.

Excel is a great tool for organizing your business data. It’s so convenient that you can do it from the convenience of your PC. You might use Excel to archive your company’s historical documents or check your bookkeeping against your tax records. You may even use it for budgeting and managing your savings. But it’s also great for data entry. You can use the built-in feature to create a template excel data entry form.

Creating a data entry form is not as difficult as you think. The thing is, there are only a few steps that you need to follow in order to convert your Excel spreadsheet or CSV file into a data entry form.

For data entering jobs, the built-in Excel data input form is perfect. When you need to input data that is organized in rows, it shines. For the gods of data input, it’s a time saving. Most significantly, Excel automatically generates this form based on your data headers (you don’t need to know Excel VBA to do so).

If you have a large number of records to enter or modify, the Excel data input form dialog may be simply created to assist you.

In Excel, there are two simple methods to use this form: one is to use the keyboard shortcut (for keyboard lovers), and the other is to add it to the Quick Access Toolbar.

Shortcut for Excel Data Entry Form

The instructions below will walk you through the process of utilizing a keyboard shortcut to create basic Excel forms.

  • In your Data, click anywhere.
  • Press Alt+D, then O to exit (the letter O).

The Excel data input form dialog box will open when you hit these hotkeys, containing your data entering fields.

Take a look at this example:

Incorporating a form into the QAT

Another method to gain quick access to this data input window is to add it to your Quick Access Toolbar or the Ribbon. How to add this command to the Quick Access Toolbar is shown below:

  • Customize Quick Access Toolbar by right-clicking anywhere on the ribbon. The window Customize QAT appears.
  • Choose commands from the drop-down list at the top of the window, click it, and choose Commands Not in the Ribbon.
  • Look for Form in the left-hand list box and choose it.
  • To add it to your Quick Access Toolbar, click the Add button.
  • To exit the Excel Options window, click Ok.

Your Quick Access Toolbar will now include the data input form.

As a result, you may use your keyboard or the Quick Access Toolbar command to access the form whenever you need it.

Take a look at this example:

1629675528_109_How-to-Create-Excel-Data-Entry-Form

What is the Data Entry Form and How Do I Use It?

The lessons above simply demonstrate how to display the Excel Data Entry Form, not how to utilize it. The following is a step-by-step tutorial to using the form to input data into Excel.

  • Organize your data by adding column headers to the top row of the spreadsheet so Excel recognizes it as a table.

How-to-Create-Excel-Data-Entry-Form

  • Click the form button on your Quick Access Toolbar or use the shortcut Alt+D then O to choose any cell in the data set or range (letter O). Excel will show you a form dialog that is automatically tailored to your information.
  • To create a new record, click the New button.
  • To remove a record, click the Delete button.
  • To go from one record to the next, use the Find Previous and Find Next buttons.
  • The criterion button allows you to deal with certain entries rather than the whole database. For example, go to Criteria, type BOLID as the Customer, and then go to Find Next. As you browse through the data, Excel will only show BOLID records.

Pro tip: If a column includes formulae that compute automatically as you input data, that field in the data entry form will be disabled since you won’t be entering any data for it.

Just because you are using a spreadsheet, doesn’t mean that you have to use the spreadsheet in the way that it was intended. If you don’t need to enter data in the form of a table, there is no reason why you can’t change it into something else. For example, use an Excel form to enter data into a table by following the steps below:. Read more about excel forms template and let us know what you think.

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