How to Easily Create an Data Entry Form in Excel | No VBA

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In this Excel video tutorial, we gonna see How to Easily Create an Data Entry Form in Excel with macros, but without VBA, Visual Basic for Applications. Make a Data Entry Form in Excel can help us on a daily basis to automate tasks and save time.

We will see how to enable the developer tab in Excel, because we need to use two tools within it, record macro and option button form control to be used as a checkbox or a mark option.

Using forms in Excel offers several benefits. Overall, forms streamline the process of data entry and management in an Excel worksheet, making it more efficient and less error-prone.

Ease of data entry: Forms provide a more user-friendly and structured way to input data into a worksheet, which can be useful when there are many fields to fill in.

Data validation: You can set rules and constraints on forms to ensure that the entered data is correct and within desired parameters.

Error reduction: Since forms guide users through the data entry process, there are fewer chances of errors compared to direct input into the worksheet.

Standardization: Forms help to standardize the format of data, ensuring consistency throughout the worksheet.

Security: Depending on the settings, forms can help protect the integrity of data by preventing unauthorized changes.

Ease of use: Forms may be more intuitive for users who are not familiar with Excel, making it easier for them to input and view data.

#JopaExcel #Dashboard #Excel

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Highly appreciated. Never imagined I'd be dealing with macros. Found it to be well-explained and easy-to-follow. Thank you!

lesrondee

OMG, every single sentence from you contains valuable information for me! Thank you so much for such a clear video, liked and subscribed!

myzidan

This is the first time I'm watching your video❤

ChantyHok

Thanks, Jopa.
A couple of thoughts:
1) your idea about first copying/pasting all values into the Form and then copying pasting them again on the Inventory sheet was new to me. However, I thought that whenever one selected "copy values", the formulas naturally wouldn't paste. I'll have to test this out to see what happens.
2) An alternate way to hide the helper cells is to make them all white
3) One should also protect the worksheets so that users can modify only certain cells. That is, the helper cells on the Form and the cells in Inventory should never be directly modified by users.

Me_ThatsWho

Very useful and smart because you made it simple to understand and apply for my own needs without any VBA 👌🙏👌

alexrosen

That was helpful. I need to know how to maintain first entry at number one while the following goes after the first entry. Thank you!

ayacleopa

Great tutorial. But I have a quick question. Is it possible for the submitted data to go into two different rows in the Data Sheet? This is required for accounting double entry purposes.

Abdul-JaleelAyuba

hi! really informative video, but does this still work if the entry form is in a separate excel workbook from the sheet storing the records?

matthewthia

@JopaExcel, many many thanks! I found what I wanted. Can you please comment how to clean the form AFTER being filled for a new user/entry PLEASE?

SalesManager-lpqu

what if i wanted to insert the data to certain cells instead? is that possible, I plan to make this but in the second book it would look like a document ready to print with headers and footers, company logo, but the body of the document is the data i inputted in from the first book? is that possible?

Esgala

What if i wanted for the inputted data to appear in certain cells in the second book? Like, i wanted to create it as a way to automate creating a printable document with headers and footers, company logo and etc. with the inputted data to only appear as the body of the document per-se. is that possible?

Esgala

Hard time to understand how to lock cell and sheet in macro. I receive a lot of error .

mabuhayka

Its not giving me the option to insert down. Struggling to figure this out

ThemSlotBoys

A few comments, hopefully constructive.
1) A bit too fast, little slower on delivery.
2) Hated that you hid the columns prior to running the macro. Would have been nice to see the full macro run through what was happening in the hidden columns.
3) Maybe a summary at the end of the buttons selected; or some way of having a screenshot list to work from rather than searching through the whole video.
4) Liked that during the video you circled in red to highlight what you were specifically describing…so many just say it and your left trying to search the screen for what they’re talking about, nice job there!
Liked your concept and the style of presentation. Again just my opinion on comments.
Cheers!

alschroeder