How To Create A Data Entry Form In Excel? (Step By step)

Mon Oct 11, 2021

Data input may be a significant component of using Excel at times. With nearly infinite cells, it might be difficult for the individual entering data to determine where to put what.

A data entry form can assist overcome this problem by guiding the user to enter the proper data in the relevant location. Excel has had VBA user forms for a long time, but they are difficult to set up and not very adaptable.

Now, you must be looking for alternatives to creating data entry forms. In this blog article, we'll look at simple ways to construct a data entry form in Excel. Table Of Contents:

What Is A Data Entry Form?

A data entry form is frequently used to enter previously gathered data into a database. Excel allows you to make data entering easier by utilizing a form, which is a dialogue box containing fields for a single record.

The form provides for data entry, a search for current entries, and the option to amend or remove the data.

Before transmitting, various 'validation' tests are frequently performed to ensure that the data format is correct and within range.

Advantages Of Using Excel Data Entry Forms

In addition to allowing users to enter data quickly and correctly, the form helps users to see more material. You can do this without scrolling because the data is shown vertically.

Data validation, such as a dropdown list of pre-highlighted items in a column or verifying that an entry fits specific criteria.

It can also be included in the form such as a date or character length.

How To Create A Data Entry Form In Excel?

You can choose a space in the sheets, add tables and titles to the top of a column. Then locate the forms option in the data box.

See the instructions below for your edition of Excel to construct a form.

Data Entry Forms for Excel 2016

  • Mark the number of columns required on the specified sheet.
  • Click the Tables tab, then New, then Insert Table with Headers.
  • Change the default column headers and, if required, change the column width.
  • Click Form under the Data menu.
  • The form will be displayed.
  • The number of columns in the table corresponds to the number of fields on the form.
  • The table's column titles will reflect the form's field titles.
  • You may now begin entering data records into the form.

Data Entry Forms for Excel 2013

The methods for adding, locating, modifying, and removing a record are the same as in Excel 2016, so simply follow the instructions above.

The layout may differ somewhat. Generally, choose an area in the sheets, insert tables, add titles to the top of a column. Then locate the form option in the data menu.

Data Entry Forms for Excel 2010

Choose an area on the sheet, insert tables, add titles to the top of the columns, and then locate the form option in the data menu.

You may add, find, modify, and delete records in Excel 2016. This is done by following the procedures shown above. Please keep in mind that the UI may differ somewhat.

Data Entry Forms for Excel 2007

Choose a section of the sheet, insert a table, add titles to the tops of the columns.

Then, under the data menu, pick the form option. To add, find, modify, or remove data in Excel 2016, follow the procedures outlined above. The interface may differ somewhat.

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Making a Data Entry Form in an Instant

  • By putting a Form command button in the toolbar, you may save a step. Right-click a toolbar to do so.
  • Select Customize Toolbars and Menus from the drop-down menu.
  • After that, click Commands, All Commands, then Form.
  • Drag it to your preferred toolbar.
  • After you've finished configuring the table, pick it and then choose the Forms function you've added.

How To Create Entries In The Data Entry Form?

There’s something to think about before you start entering data into your newly constructed form. There are several buttons on an Excel Data Entry Form.

Here's a quick rundown of what each button is about:

  • New: This clears any current data in the form and allows you to enter new information.
  • Delete: You can use this to remove an existing record. In the preceding example, using the Erase key will delete the entry.
  • Assuming you're updating an existing entry, you can recover the old data in the form (if you haven't clicked New or pressed Enter).
  • Find Prev: This will locate the preceding entry.
  • Find Next: This will locate the following entry.
  • Criteria: This enables you to locate certain records.
  • End: This will bring the form to a close.
  • Scroll Bar: Use the scroll bar to navigate through the entries.

The following are the procedures for creating a new entry in Excel using the Data Entry Form:

  • Choose a cell in the Excel Table.
  • In the Quick Access Toolbar, select the Form icon.
  • Fill up the form blanks with your information.
  • To insert the record in the table, press the Enter key or click the New button. You will be presented with a blank form for the next entry.

Note: To launch the Data Entry form dialogue box, you must first convert your data into an Excel Table. Then you can pick any cell on the table.

How to Include a Drop-Down List in an Excel Data Entry Form

In a data entry form field, a drop-down menu displays a predetermined list of alternatives. This is handy when you need to input a predefined list of part numbers, workers, goods, and so on into a field.

  • By clicking the + symbol on the tabs at the bottom of the window You may add a new sheet to the workbook.
  • While it is not needed, it is a good idea to rename the sheet to something like "data."
  • Double-click the title tab of the new sheet and enter a new name.
  • Fill in a column on the new sheet with the choices list. If the form requires a dropdown list in more than one field, repeat the process in another column.
  • If you have many fields with dropdown lists, the data column for each list can be on the same or distinct pages. This depends on your desire.
  • Return to the table's worksheet and pick the column that will contain the dropdown list.
  • On the ribbon, choose Data, Validate, the arrow next to the Allow field, and List.
  • Select the In-cell dropdown box and place the cursor in the Source field.
  • Click the tab for the sheet containing the list.
  • Then highlight the list of items and then click OK.
  • Display the data entry form depending on the preceding stages. The field linked to that column will only accept items from the other sheet's list.

Deleting a Record in Data Entry Forms

Looking to remove records directly from the Data Entry form? You’re at the right place.

The following are the procedures for deleting a record using the Data Entry Form:

  • Choose a cell in the Excel table.
  • In the Quick Access Toolbar, select the Form icon.
  • Go to the record you wish to delete and choose Delete.
  • Select the Delete option.

Frequently Asked Questions

1. Which software is best for data entry?

Microsoft Excel allows you to make data entering easier by utilizing a form. This way a dialogue box containing fields for a single record appears.

The form provides for data entry, a search for existing entries, and the option to amend or remove the data.

2. Can excel be used as a database?

Even though Excel is not a database, it is commonly used for data storage. It is frequently used to address simple database problems.

Excel, on the other hand, is a flat-file database, not a relational database. The database features are quite strong.

In reality, Excel may be used to construct not only a simple searchable database but also a complete relational database. The table is made up of a master table that is linked to slave tables, also referred to as child tables.

3. What command is used to create a form in excel?

  • Click on the tiny arrow to the right of QAT.
  • From the dropdown list.
  • Pick More Commands.
  • In the Excel Options dialogue box, pick All Commands from the Choose commands from the list drop-down menu.
  • Choose Form from the list, then click Add>>.

Conclusion

When it comes to entering data into Excel spreadsheets, most individuals do it the old-fashioned manner - cell by cell, row by row.

You may utilize a customized data entry form to make the procedure more user-friendly and less time-consuming. It allows you to concentrate on individual data without having to scroll horizontally between columns.

This tutorial was created to assist you in completing an entry form in the most effective and time-efficient manner possible.

Did you find this post informative, or do you think we missed something? Please leave your views in the comment section below.


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