How to Create Forms Using Excel

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Entering data by row and column in Excel can invite errors when using large amounts of data. Forms, on the other hand, focus on the fields outside of the worksheet matrix. Excel has data tools built-in to enable easy creation of forms for fast and accurate data entry. Data form tools no longer appear on the ribbon by default, but you can add these back.

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Step 1

Image Credit: Image courtesy of Microsoft

Create a new, blank workbook. Click the Data tab on the ribbon. Right-click the empty space on the right side of the ribbon and click Customize the Ribbon. Select Data in the right side box and click New Group. Select the new group and click Rename. Select a symbol and name for the custom group, called Forms in this example.

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Step 2

Image Credit: Image courtesy of Microsoft

Click the drop-down box on the left side under Choose commands from and select Commands Not in the Ribbon. Scroll down to Form and click Add between the windows. Form commands are added to the new group Forms on the right. Click OK and Forms now appears on the ribbon in the Data tab.

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Step 3

Image Credit: Image courtesy of Microsoft

Enter field names for your workbook in Row 1. This example uses a basic mailing list.

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Step 4

Image Credit: Image courtesy of Microsoft

On the Data tab, click Form to display the data form box. Note that the field names in Row 1 are now stacked vertically beside the data entry boxes. To use the form, click New and enter data in the boxes. Use Tab to move between fields and press Enter to accept data into the workbook. A new record will start with the cursor in the top box.

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