How to Create Fillable Forms in Excel - Employee Engagement Survey Template

HOW TO CREATE FILLABLE FORMS IN EXCEL // Learn to create a fillable form in MS Excel using interactive drop-down lists that populate text in other areas of the form. See how you can pull in data from another table using VLOOKUP and how you can program conditional text to appear using the IF formula. Take advantage of MS Excel functionality to create your form, then format it so that it looks like a form document and not a spreadsheet. Watch this video to see several formatting tips and techniques. Also see how to make your data table tabs Very Hidden.

Consider taking my Course on Creating Fillable Forms in Microsoft Word to take your form-building skills to the next level!

TIP: Use the "Jump To" TimeStamp Links below to go directly to that part of the video to re-watch one of these tutorial highlights.
00:00 Introduction
02:55 Form Page Layout
04:53 Merge Cells & Cell Alignment
06:19 Create Drop-Down In Excel
08:43 Link Text to Drop-Down Using IF Formula
11:05 Insert Check Boxes
13:43 Link Text to Drop-Down Using VLOOKUP
19:12 Wrap VLOOKUP in IFERROR to make "hashtag not-applicable" Disappear
21:39 Excel Form Formatting
24:09 How To Hide Tabs & Make Very Hidden
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KEYWORDS: #MSExcel, #M365, How To Create Fillable Forms in Excel, How To Create Drop-Down List in Excel, How To Create a Form in Excel, Link Text to Drop-Down Using IF Formula, Link Text to Drop-Down Using VLOOKUP, Insert Checkboxes in Excel, How To Hide Worksheet Tabs in Excel, Employee Engagement Survey Template, How To Hide Spreadsheet in Excel, How To Hide Workbook in Excel, How to Unhide Very Hidden Tabs in Excel, Excel Fillable Forms, Excel Tutorial, Excel Lesson, Excel Tips and Tricks, Sharon Smith HR, @SharonSmithHR
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PLAYLISTS:

[SharonSmith]

💡 The Course includes 15 video lessons, a handy PDF workbook with all lesson summaries and VB code tidbits, and two versions of the Word form template we build together (a behavior-based interview questionnaire form).

You can still always access all the free content on my Channel (over 100+ video tutorials). Please note that the YouTube Courses feature is in Beta and currently limited to a subset of Creators. Courses are only available in the United States, South Korea, and India. Viewers must use a computer or Android device to buy a Course. We hope YouTube Courses will roll out to more Creators, devices, and regions in the future!

Thank you for taking the time to checkout my Course! You may see some of your other favorite YouTube Creators who have also launched Courses by going to their Channel page and clicking on the "Playlist" tab. Enjoy! 😉

[RieRiePie]

I love that you speak in a calm, normal voice during this instruction. Other videos feel like they are yelling at me with fake energy and enthusiasm.

[stacyvars]

Not only was this extremely helpful but you managed to reference one of my favorite shows.
"I know, you know, that I'm not telling the truth.
I know, you know, they just don't have any proof." 💖

Seriously though, thank you for this video!

[danishiqbalhashmi]

After all these years of pain. I have found the comfort. Thank you so much ❤ for all the videos and help you did here. It's helping me a lot and improving my work quality. My boss appreciated me in a meeting in front of everyone.😂

[wingame]

I saw your how to make form using MS Word and thought you were MS Word guru until noticiing this video. So you are a full & complete MS Office pro it seems. Thanks for the slow and easy to follow videos!

[miaw.]

You’re an amazing teacher. Not a lot people have that skill. Thanks for the info!

[star]

your instructions were very easy to understand. As a result, i completed an evaluation form. Thanks.

[dwarfusinterruptus]

Great form building tutorial. But, how do you aggregate the data? If it is a survey, reports will need to be created from what is collected.

[nickpalmer]

This was a great tutorial Sharon, thank you. Speed of instruction and clarity was spot on.

[conradjames]

gotta love good old Bruton Gaster - love that show

[izabellan]

Hi Sharon, very good tips. Thanks. It made me smile seeing familiar names of Managers. "I have a vision this will definitely work." 😇 💜💙💚💛🧡

[Nipthezephyr]

Excellent video. I was looking for something more complex than using the form button in the tabs at top, but less complex than VBA. Your video demonstrates the usage of many different component of Excel. Thanks for posting it.

[francesrosado]

Thanks for the Video! I wish my profesor back in the university teach us the way you are teaching in this video (calmly, focus, explaining every detail knowing there are people new to excel). I will refer this YouTube channel to my friends and family!!! 😊😊😊

[srenep]

This was absolutely fantastic. Great demonstration. Not overly done or complicated. Thank you so much for this tutorial.

[akukiira]

Thank you so much. Very clear. I managed to create a simple fillable forms from this guide.

[karen.kohn-Temple]

This video was so clear and well done, and I'm excited about the possibilities. I was wondering, however, how a user would submit the form and whether it's possible to compile the submissions into a spreadsheet. I see other users have asked similar questions below, but I don't see an answer.

[PrasangaWijewardhane]

You’re an amazing teacher. May you live long!

[salpatil]

Thanks Sharon. it was very helpful. Appreciate your insight and patience. You are a very good teacher

[mikemellor]

Thanks for your valuable contribution. The drawback of this form-like worksheet is that the user is free to move the cursor anywhere, and even protecting it doesn't entirely prevent mischief.

[robledoangel]

Your video was awesome. Thank you for that information. Now I can apply what I've learned at my job. Thanks again.