EASIEST Excel Data Entry Form in 2024 | No VBA Required

Create a simple automated data entry form in Excel with Microsoft Forms.

Picture this, you need to gather data from many users, but you don’t want them to see each other’s entries, or you just don’t want loads of people having access to your file because they might break it.

The old-style Excel User Forms provided an interface for data entry, but they not only look incredibly dated, they also require VBA skills to create. And you were limited to using them inside Excel for the Desktop. If you wanted to enter data while out of the office via an iPad or your phone, forget it.

But the new Microsoft Forms simplify data entry integrating seamlessly with Excel in real time. Users can enter data from any device that has a web browser, or they can download the free Microsoft Forms app, and if they need to go back and change a response, they can.

Plus, you can create prefilled links so that standard data is automatically entered.

LEARN MORE
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⏲ TIMESTAMPS
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0:00 Forget about Excel UserForms
0:48 How to create and use Microsoft Forms
2:54 No more errors with this feature
4:55 Another big improvement to Microsoft Forms
6:41 Syncing data to Excel
8:46 If you've been using Google Forms
8:58 Teaming up with Power Query

#Excel #MicrosoftForms #DataEntryForm

[MyOnlineTrainingHub]

❓What’s the biggest data entry challenge you’ve faced?

[scotolivera]

Google Forms really shines here because you can spice it up with some neat tricks using app scripts.

[RobotMegaPower]

Thanks a lot for the information, I'm using Excel for my trading stats

[GeertDelmulle]

Good stuff! Forms are becoming really good en well integrated...
Thanks for another great video!

[VirtualArcades]

Solid stuff as usual. As an IT Pro, I find this helpful.

[Shahmeermalik]

Hi Ma'am, I love your video tutorials! Could you kindly explain how to easily copy shared (by someone) OneDrive folder names into Excel? I would greatly appreciate your help. Thank you!

[oxnardmontalvo]

That is an amazing feature. And thanks for the introduction video. Question: can I export the results in a file, that cannot be edited later? I want to do this: build a form for onboarding and let HR and IT select how the user needs to be configured and what kind of software etc he will need. Basically a checklist. Once it has been setup, I want to export the file and hand it over to several teams, so everyone can pick up their parts and complete the tasks.it's crucial that the details cannot be changed or accidently altered. (e.g. unticking a certain software that needs to be insatlled).

[trinawidders]

Great video, you are always so clear and concise. Cute hair too 😊.
I am wondering about using this for inventory for garment decorating industry somehow. For example adding and removing items from inventory.

Also could it work as a quote request form?

[Leibnitz]

Thanks for this. Just want to clarify if the Query tab on the Excel file is already a default or you created it yourself?

[ST_LRussell]

Any way to show existing preset data (eg names, topics) on an MS Form, as well as collect data (eg grades, for topics against each name) back to an Excel file? Could be an ideal UI for complex spreadsheets... quicker and more secure than VBA Forms, Dialogue boxes etc.?
Great videos btw. Thanks!

[anthonygikuri]

Thank you for sharing. Some observations: Capturing details through QR code possible? Pull function? Calculation functions cf Kobo

[Meraxeshandler]

You can't use them to replace user forms though if you're attempting to use a barcode scanner. Microsoft forms is still the LEAST robust forms tool

[DJPGB]

I like your tutorials. However, it would be nice to give us a warning whenever your topic includes features not available on the macOS version of Excel 365. That would save us from the stress of searching for features that are not there. Is this one available for macOS?

[alyshalynn]

Still waiting for the ability to populate a form’s drop-down lists using data in lists/tables and without using Power Apps!

[lcorcoran]

Can you create dependent drop-down lists in forms? I currently use MS Access forms with three levels of drop-down lists. I use these forms to measure progress by tracking the project number, WBS code (work breakdown structure), a list of deliverables for each project, and the number of hours worked. The selectable items are stored in a table that can be updated. When you select a project, you should only see the deliverables for that specific project. Is this possible in Forms?

[msmith]

Can you use Forms to start an approval flow?

[tarekelsabaa]

Does forms allow dynamic dropdown lists? e.g. If I choose a specific org from dropdown list 1, can dropdown list 2 show ONLY the departments under that org?

[rosemarygrundy]

Where does the Excel file have to be saved to? Can I keep the file on my PC or on a 3rd party file system such as Dropbox? Or does it have to be in something like One Drive or Sharepoint?

[heroab]

That tool is great... but one thing I can not make righr: How to collect data to be collected as numbers that I can use directry in build in charts as resusts ?
Now I get numbers as text. At this type they are useless because without any conversion they can not give basic ansswers in charts.

[VeliMark-ev]

Can I add pictures? Want use for a site inspection form.
Is this possible?