How to Make an Automated Data Entry Form in Excel (Step-by-Step Tutorial)

Want to automate data entry in Excel? In this step-by-step tutorial, I'll show you how to create a sleek and professional automated data entry form that makes collecting responses effortless!

What You'll Learn:
✔️ Design a user-friendly form with text fields, checkboxes, drop-downs, and a submit button
✔️ Apply conditional formatting and data validation to control input
✔️ Automate data collection using Excel macros (no coding required!)
✔️ Protect your form to prevent unwanted changes
✔️ Save your form as a macro-enabled workbook for easy use

We'll build a cookie order form for the Kevin Cookie Company, but you can customize it for any business or project! Whether you're tracking inventory, logging customer orders, or collecting survey responses, this tutorial has you covered.

By the end, you'll have a fully automated Excel form that submits data with a click—no manual entry needed!

Host: Kevin Stratvert

⌚ TIMESTAMPS
00:00 - Introduction
00:30 - Insert a Logo
01:37 - Build the Form Layout
03:16 - Format the Form
05:25 - Add a Place Order Button
06:42 - Insert Checkboxes
07:31 - Show Quantity Field Only When Checked
11:56 - Create a Dropdown for Delivery Method
13:20 - Restrict Delivery Date to Valid Dates
14:06 - Remove Gridlines & Add Borders
15:14 - Apply a Themed Background
16:02 - Test the Form with a Sample Order
16:48 - Link Form Fields to a Response Sheet
19:13 - Record a Macro to Capture Form Data
23:08 - Run a Macro Test
24:11 - Assign Macro to the Place Order Button
24:50 - Protect the Form from Edits
27:52 - Enable Full-Screen Kiosk Mode
28:20 - Save as a Macro-Enabled Workbook
29:25 - Wrap Up

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⚖ DISCLOSURE
Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same.

#stratvert #excel

[dbmnfinity]

Bro!; this is why I love you; you make this so simple and easy to understand. I have made it "mandatory" that all my employees watch your video's, they are so easy to follow along and yours vides have increase my teams productivity.

[Twitter-wf]

Hi Kevin, just wanted to let you know that you are my favorite online tutor!!! Thank you so much for what you do, really appreciate it.

[lomotkristinakisokau]

This by far is the BEST video tutorial I have come across for Excel. Was looking for something else but decided to just watch and follow through and was happy I did. So easy to follow through! THANK YOU!!!

[creativespace]

That was excellent, Kevin! Thank you!😊

[hamzakhan]

Kevin this was the best explanation ever!!!

[harjith.d.bubber]

Super tutorial. Thank you !!!! I'm in the process of trying to automate my accounts in Excel and needed a form for easier fill. This is perfect Thank you

[ghulamabbas]

Hey Kevin, sir, your tutorials are great. Thanks a lot.💗

[CamonaTempest]

This video’s message resonates deeply, thank you

[krsbeln]

I really love your tutorial. I tried to watch other tutorials, but I really couldn't understand them. The way you deliver the tutorial step by step is really easy to understand. You have gained one subscriber here!

[BimanChGhosh]

Beautifully explained in simple yet detailed steps.

[sodbury]

The most succinct excel tutorial ever... thank you

[power-reconcile]

I found this tutorial very helpful and easy to follow! The step-by-step explanations made it simple to understand how to create an automated data entry form, even without prior experience with macros. I especially liked the use of drop-downs, checkboxes, and data validation, which make the form more user-friendly and reduce errors.

The demo with the cookie order form was a great example, and I can see how this method could be applied to other tasks like inventory tracking or surveys. The part about protecting the form to prevent unwanted changes was also useful.

Thanks, Kevin! ❤

[mattkilbourne]

LOVE THIS! Thank you so much. I love Excel, and need to get better. Your tutorials are the key, I think. I'm a subscriber now! Question: I would like to send an email to our (older, age-wise) customers that would present them with a series of questions (in a form, like your tutorial) and would then insert those answers into an underlying spreadsheet - without them having to interact with a spreadsheet. Can you see how your tutorial here would be the solution I'm looking for?

[mountaineer]

Thank you Kevin. this is super helpful. watching and learning from you all the way from the Philippines 🇵🇭👍

[mariapitashei]

Excellent way of explaining.. clear, concise and to the point.

[AyAhmed]

This is just such a clear & detailed oriented tutorial. Thank you so much.

[june]

Awesome, make me wanna cryThanks always Kevin!

[kehindesuleiman]

This is extremely great and awesome to learn excel fundamentals. Your explanation is top notch..

A quick request from us all, kindly do a tutorial on Microsoft PowerPoint. In the aspect of presentation animation and its basics. Thanks in anticipation. Your are awesome ❤️👍

[learningwithmaliha]

Again a very good tutorial. I enjoyed it as I followed along and ate Kevin's cookies as well.

[xlwatcher]

Extremely impressive! This is an amazing vid! The form looks great.