Tuesday, October 27, 2009

Use an Input Form in Excell

If you need someone to input information into Excel, but they are not Excel savvy create a Data Input Form. This Data Input Form will allow a user to input data easily, similar to a form in Access.
First, you will need to build your Excel workbook as you would like it formatted, organized, and formulated to connect with other worksheets inside your workbook.
After you have created your workbook with all the necessary columns follow my video tutorial.

  1. Click on the Customize Quick Access Toolbar on the Quick Access Toolbar at the very top of the page to the left of the MS Office button.
  2. From the drop down menu click More Commands...
  3. From the Choose commands from drop down box select All Commands
  4. Scroll down to Form... in the commands box below
  5. Select Form... and then click the Add>> button and click OK
  6. Now click the Form button on the Quick Access Toolbar and then you'll define the form according to how you created your worksheet.
  7. Input your first data set.
  8. Click the New button and that data now appears on your sheet.

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