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Excel Data Entry Form

Using Excel’s built in data entry form is a very convenient way to enter data into Excel. Overall, the form allows you to do 3 simple things:

  1. Start a new database table and add records
  2. Scroll through data records
  3. Edit/delete individual records

All you need for Excel’s data entry form is the column heading and the Form icon. However, not all versions of Excel have this feature. You will simply need to install it one time and it will stay in your toolbar.

If you do not have this installed here are the steps to install:

  1. Click on the down arrow at the end of Quick Access Toolbar
  2. Click “More Commands”
  3. Click on the down arrow at the end of the “Choose commands from”
  4. Choose “All Commands”
  5. Scroll down and find the “Form” command
  6. Click on the “Add” button between the command panes
  7. Click “Ok”
  8. Check to see if it is added in your toolbar

 

Once you have Forms installed, here are the steps on how to use it:

  • Adding the database field names – In order to provide the column headings, simply type them into the cells. You can include up to 32 field names
  • Opening the Data Entry Form –

a) Click on A2 to make it an active cell

b) Click on the form icon

c) Click Ok in the message box

d) The form containing all the fields names should appear on the screen

  • Adding Data Records – Simply type your data in the appropriate field
  • Using Forms Data Tools – The data entry field contains several tools that allow users to find and correct fields of data in order to maintain data integrity. They are listed as follows:

a) Find Next, Find Prev

b) Delete button

c) Restore button

d) Criteria button

  • Searching for records using one field name –

a) Click on the Criteria button (this will clear all the form fields but will not remove any data from the database)

b) Click on the column and type what you want to search for

c) Click Find Next

  • Searching for records using multiple field names –

a) Click on the Criteria button (this will clear all the form fields but will not remove any data from the database)

b) Click on the columns of interest and type what you want to search for

c) Click Find Next multiple times to keep scrolling through the information

Sources: http://flip.it/A6D7Kw

 

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