Using Forms In #Excel

Here is how to use the Forms option in Excel:

You can download the file here and follow along. If you get a preview, look for the download arrow in the upper right hand corner.

Let’s say we want to create a list of students with their first name, last name, state and course. To use the Forms function in Excel, we need to add that option to the Ribbon. To do that, we need to follow these steps:

Go to File => Options => Customize Ribbon => Commands Not in the Ribbon, click on Forms and add it to a place on the Ribbon where you want it to go:

form1

Now I have that option in a Custom Group I have on my Ribbon:

form2

Next, I will set up my table as how I want it structured and enter the first line of data:

form3

Now, click on the first line of data and then click the new Form button added to the Ribbon. Excel will pop up a dialog box that lists your fields with the first line of data entered:

form4

From this point, to enter another line click the New button. As you enter data into the form, use the Tab key to move from field to field. After you complete the fields, you hit Enter to start a new line.

Note the scroll bar to the right of the fields. This can be used to move between the various lines of data:

form5

You can also use the Find Prev or Find Next buttons to go to other entries to modify any errors.

Happy Excelling!

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2 Responses to Using Forms In #Excel

  1. Ashit Shroff March 9, 2014 at 2:52 pm #

    There is a Tab called ” Criteria” in the Form Control. When & for what purpose it is to be used?

    • Michael Rempel March 10, 2014 at 12:28 am #

      The Criteria button allows you to search the database for records using one or more field names – such as name, age, or program.

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