Hit the Enter key (or click the New button) to enter the record in the table and get a blank form for next record.
Click on the Form icon in the Quick Access Toolbar.If you haven’t selected a cell in the Excel Table, it will show a prompt as shown below:īelow are the steps to create a new entry using the Data Entry Form in Excel: Note that you need to convert your data into an Excel Table and select any cell in the table to be able to open the Data Entry form dialog box. Now let’s go through all the things you can do with a Data Entry form in Excel.
Scroll Bar: You can use the scroll bar to go through the records. Example of this is covered later in this tutorial. For example, if I am looking for all the records, where the candidate was Hired, I need to click the Criteria button, enter ‘Hired’ in the Status field and then use the find buttons. Criteria: This allows you to find specific records. Find Next: This will find the next entry. Find Prev: This will find the previous entry. Restore: If you’re editing an existing entry, you can restore the previous data in the form (if you haven’t clicked New or hit Enter). For example, if I hit the Delete key in the above example, it will delete the record for Mike Banes. Delete: This will allow you to delete an existing record. New: This will clear any existing data in the form and allows you to create a new record. Here is a brief description of what each button is about: Parts of the Data Entry FormĪ Data Entry Form in Excel has many different buttons (as you can see below). If it isn’t already, you’ll have to convert it into an Excel Table (keyboard shortcut – Control + T). Note: For Data Entry Form to work, your data should be in an Excel Table. Once you have it in QAT, you can click any cell in your dataset (in which you want to make the entry) and click on the Form icon. The above steps would add the Form icon to the Quick Access Toolbar (as shown below). Scroll down the list of commands and select ‘Form’. In the ‘Excel Options’ dialog box that opens, select the ‘All Commands’ option from the drop-down. Click on ‘Customize Quick Access Toolbar’. Right-click on any of the existing icons in the Quick Access Toolbar. Adding Data Entry Form Option To Quick Access Toolbarīelow are the steps to add the data entry form option to the Quick Access Toolbar: To use it, you will have to first add it to the Quick Access Toolbar (or the ribbon). You would notice that there is no option to use a data entry form in Excel (not in any tab in the ribbon). Using a data entry form in Excel needs a little pre-work. Once done, hit the Enter key to make the data a part of the table and move on to the next entry.Īs you can see, this is easier than regular data entry as it has everything in a single dialog box. The highlighted fields are where you would enter the data. While this is a perfectly fine way of doing it, a more efficient way would be to use a Data Entry Form in Excel.īelow is a data entry form that you can use to make entries to this data set. HOW TO MAKE A LOGARITHMIC GRAPH IN EXCEL FOR MAC HOW TO
If you have a huge data set which needs 40 entries, there is a possibility you may end up entering something that was not intended for that cell.Ī data entry form can help by making the process faster and less error-prone.īefore I show you how to create a data entry form in Excel, let me quickly show you what it does.īelow is a data set that is typically maintained by the hiring team in an organization.Įvery time a user has to add a new record, he/she will have to select the cell in the next empty row and then go cell by cell to make the entry for each column. Or scroll to the right and then come back to the beginning in case there are many columns. Sometimes, you need to scroll up and see which column it is and what data needs to be entered. You need to enter the data in one cell, then go to the next cell and enter the data for it. There are two common issues that I have faced (and seen people face) when it comes to data entry in Excel: Why Do You Need to Know About Data Entry Forms?īut if data entry is a part of your daily work, I recommend you check out this feature and see how it can help you save time (and make you more efficient).
Adding Data Entry Form Option To Quick Access Toolbar. Why Do You Need to Know About Data Entry Forms?.
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