Modern Excel Data Entry Work Form Tutorial

In this step-by-step tutorial, learn how to create a modern Excel data entry form. With Microsoft Forms in Excel, you can connect a form or survey directly to your Excel sheet. You can create any number of questions, including multiple choice, free form text, drop downs, Likert scales, and more. You can make questions required, set validation criteria, limit responses to your organization, and much more. Once your survey or form is done, you can share using a link, QR code, or even embed the form into a web site. When respondents submit the form, the results go directly into your Excel spreadsheet and show up instantaneously. You can even build charts, pivot tables, and more from the results and they'll update as soon as additional form submissions arrive. To use this functionality, you need either a work or school Microsoft 365 account.

👋 Additional resources

⌚ Timestamps
0:00 Introduction
1:29 Create a new Excel workbook
1:50 Insert form into Excel
2:11 Design form
4:31 Preview form
5:09 Set themes
5:32 Settings
6:11 Share form
6:45 View form in Excel
7:34 Edit form
8:12 View form results in Excel desktop
8:28 View results in Excel
9:19 Get back to results through Forms
9:53 Wrap up

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[MsMedic]

Thank you for these videos! I was able to get a job without having to shell out money for courses. Now to pay it forward, I offer free videos on DIY items!!!

[peterlee]

Muchas Gracias, Kevin! You are an excellent instructor. You enunciate every word clearly, you also deliver your speech succinctly with a perfect speaking rate, yet it is so informative for learners to follow your teaching with ease. Thank you very much for your effects and for sharing your knowledge.

[k.c]

I've used this feature several times since I watched an earlier video of yours. It's extremely useful and very versatile.
This video is an excellent refresher and clarified a couple points for me. Great stuff!

[texasseastar]

This is great to know! I’ve used Google Forms before, but as an Excel user this looks more robust. I’ll definitely be checking this out for work projects. I wish this was also available for personal use.
Thanks for yet another great video!

[CShellProductions]

I get SO MUCH from your YouTube tutorials! Thanks for doing this!!!

[VivendocomRafa]

Its really great to hear his welcome! Thanks from Brazil, Kevin!

[stuartbrown]

Awesome video Kevin. Just solved a lot of issues for me. Thanks for the awesome content as always!

[swastikszn]

I really like the introduction of Kevin Hi everyone, Kevin here Today..

[yt_bharat]

Seriously awesome content. And the positivity of Kevin, that's something to learn 👍🏻🙂

[BenDieselBasicAutomotive]

Thank you very much, FROFESSOR! After watching your video, I designed similar forms. Now we are using it in the office and my staff appreciate those forms very much, because they can now organize their tasks easily. We are also beginning to design our VIRTUAL OFFICE so that we could have a platform - where I can monitor their tasks even if am not around our Physical Office. Thank you very much, PROFESSOR! Merry Christmas!

[sprucesteven]

Ever since i had e recommendation from YouTube for your videos I have learnt a lot. N I have love MS office more

[harkisingh]

Brilliant video. Everything was explained so well.

[gajabathiarjuntg]

Great video Kevin. Thanks for pulling out this informative and helpful video :)

[laurastout]

Can't wait to play around with this! Thank you!

[barttitulaerexcelbart]

Thanks Kevin, one small tipp to add: I always start putting the Excel file in a subfolder Questionaires. Otherwise you have book1 book2 etc in your root directory. If you later move the Excel sheet to another directory, the online form is always connected to this Excel file.

[dfwdentalrep]

Thanks Kevin! Very thorough and was able to create a customer questionnaire by following your video. It was very straight forward and easy. This is going to save me and my team a ton of time. Plus, it will help us better actually use the data!!

[jawadahmadehssan]

Thanks Kevin for another amazing piece of work

[victortambafarma]

truly your tutorials are awesome very easy to understand

[k.c]

This is a great feature. Thanks, Kevin!

[FGDataPotential]

Many thanks kevin! Excellent as usual!