How to Create a Basic Form in Microsoft Excel – Guide

Although Excel is defined as a “data” management tool, the most commonly managed data is financial data. At CFI, we would define Excel as the ultimate financial software. While there are other financial software tailored to perform specific tasks, Excel’s strength is its robustness and openness. Excel models are as powerful as the analyst wants. you must know how to enter numbers and add up cells in a column, but that won’t get you very far when it comes to reporting on your metrics. Gone are the days when marketers could rely on their instincts to make important business decisions. Most likely, you’ve already been tasked with identifying trends in customer survey results, performing topic content analysis, or using sales data to calculate return on investment. They require a little more Excel knowledge than we learned in elementary school. If you want to create prettier charts, finally understand what pivot tables are, or want to make your first VLOOKUP (I promise it’s not as scary as it sounds), this guide will teach you everything you need to make more informed marketing decisions. in less time.

Data Entry Form in Excel

Adding Data Entry Form Option to Quick Access Toolbar

Below are the steps to add the data entry form option to the Quick Access Toolbar:

Parts of the Data Entry Form

A data entry form in Excel has many buttons (as you can see below).

Creating a new entry

Below are the steps to create a new entry using the Data Entry Form in Excel:

Browsing existing records

One of the benefits of using the Data Entry Form is that you can easily browse and edit records without leaving the dialog box. This can be especially useful if you have a dataset with many columns. This can save a lot of scrolling and the back and forth process. Below are the steps to browse and edit the records using a data entry form: For example, if you want to go through all entries where the status is ‘In Progress’, you can do that using the steps below:

Deleting a record

You can exclude records from the data entry form itself. This can be useful when you want to find a specific type of records and delete them. Below are the steps to delete a record using the Data Entry Form:

Final note

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