Simplifying data entry by using a form

Many people use Excel to manage lists in which the information is arranged in rows. Excel offers a simple way to work with this type of data through the use of a data entry form that Excel can create automatically.

This data form works with either a normal range of data or with a range that has been designated as a table (choosing Insert?Tables?Table). Figure 13-7 shows an example.

FIGURE 13-7
Excel’s built-in data form can simplify many data-entry tasks.

Unfortunately, the command to access the data form is not in the Ribbon. To use the data form, you must add it to your Quick Access toolbar (QAT):

  1. Right-click the QAT and select Customize Quick Access Toolbar. The Customize panel of the Excel Options dialog box appears.
  2. In the Choose Commands From drop-down list, select Commands Not In The Ribbon.
  3. In the list box on the left, select Form.
  4. Click the Add button to add the selected command to your QAT.
  5. Click OK to close the Excel Options dialog box.

After performing these steps, a new button appears on your QAT.

To use a data entry form, you must arrange your data so that Excel can recognize it as a table. Start by entering headings for the columns in the first row of your data entry range. Select any cell in the table and click the Form button on your QAT.

Excel then displays a dialog box customized to your data. You can use Tab to move between the text boxes and supply information. If a cell contains a formula, the formula result appears as text (not as an edit box). In other words, you can’t modify formulas using the data entry form.

When you complete the data form, click the New button. Excel enters the data into a row in the worksheet and clears the dialog box for the next row of data.

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