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Using Data Entry Form in Excel (NO VBA or CODING Needed) | Easy Step by Step Guide

Excel has an inbuilt Data Entry form that makes it super easy to enter data in Excel.

You don’t need any VBA/Macros or coding or formulas to do this as this is an in-built functionality in Excel. All you need to do is open it and start with data entry.

There are two things you need to do before starting to use the Data entry form in Excel:
1) Add the Data Entry form icon in the Quick Access Toolbar
2) Convert your Excel data into an Excel table.

Once you have done this, you can simply click on the data entry form icon and it will open it. Now you can start using it.

Data Entry form is amazing as it allows you to make the data entry process faster and makes it less error-prone.

In this video about using Data entry form in Excel, I cover the following topics:
— Adding Data Entry form icon to the QAT
— Converting the Excel data into an Excel table
— Using Data Entry form to add a new record to your dataset
— Navigating the existing records using the form
— Finding all records that match specific criteria (such as before or after a specific date or matching a specific text value)
— Find partial matches using wild card characters
— Creating conditional data entry rules to ensure the right data is entered.

Data Entry form makes it easy when you have a dataset that spans multiple columns. It also allows you to quickly navigate the records and correct/edit record if you want (right within the Data Entry Form).

Some additional things to know about the data entry form in Excel:
— If you have a named range with the name ‘Database’, then the Excel Form will also refer to this named range, even if you have an Excel table.
— The field width in the Excel Data Entry form is dependent on the column width of the data. If your column width is too narrow, the same would be reflected in the form.
— You can also insert bullet points in the data entry form. To do this, use the keyboard shortcut ALT + 7 or ALT + 9 from your numeric keypad. Here is a video about bullet points.

Note that an Excel Data Entry form is different than a VBA Userform. While you can easily customize a VBA Userform, It’s not possible to customize the Data entry form. But in most cases, the in-built data entry form in Excel is good enough to do most of the data entry work that you may need in your day-to-day data entry job.

You can read more about the Data entry form here:

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Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.