Modern Excel Data Entry Work Form Tutorial

🔥 Learn Excel in just 2 hours: kevinstratvert.thinkific.com
In this step-by-step tutorial, learn how to create a modern Excel data entry form. With Microsoft Forms in Excel, you can connect a form or survey directly to your Excel sheet. You can create any number of questions, including multiple choice, free form text, drop downs, Likert scales, and more. You can make questions required, set validation criteria, limit responses to your organization, and much more. Once your survey or form is done, you can share using a link, QR code, or even embed the form into a web site. When respondents submit the form, the results go directly into your Excel spreadsheet and show up instantaneously. You can even build charts, pivot tables, and more from the results and they'll update as soon as additional form submissions arrive. To use this functionality, you need either a work or school Microsoft 365 account.
👋 Additional resources
- Office.com: www.office.com
- Microsoft Forms Overview video: • How to use Microsoft F...
- Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com
⌚ Timestamps
0:00 Introduction
1:01 Sign into Office.com
1:29 Create a new Excel workbook
1:50 Insert form into Excel
2:11 Design form
4:31 Preview form
5:09 Set themes
5:32 Settings
6:11 Share form
6:45 View form in Excel
7:34 Edit form
8:12 View form results in Excel desktop
8:28 View results in Excel
9:19 Get back to results through Forms
9:53 Wrap up
📃 Watch related playlists
- Playlist with all my videos on Excel: • ❎ How to use Excel
- Playlist with all my videos on Microsoft Forms: • Forms
🚩 Connect with me on social
- LinkedIn: / kevinstratvert
- Twitter: / kevstrat
- Facebook: / kevin-stratvert-101912...
- TikTok: / kevinstratvert
🔔 Subscribe to my KZbin channel
kzbin.info?...
🎬 Want to watch again? Navigate back to my KZbin channel quickly
www.kevinstratvert.com
🛍 Support me with your Amazon purchases: amzn.to/3kCP2yz
⚖ As full disclosure, I use affiliate links above. Purchasing through these links gives me a small commission to support videos on this channel -- the price to you is the same.
#stratvert

[@KevinStratvert]

🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: kzbin.info/aero/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY

[@wilfdarr]

Your video was good, my problem is with MS Subscriptions. F*K that noise! 👍🙂👍 for your video: 🖕😡🖕 for Microsoft Subscriptions!

[@LoC28C]

Thank you for this video but I noticed that after collecting the data from the form I cannot do any calculations with these data automatically. Is there a way around this problem ?

[@nangru06]

Hey Kevin! I want people to fill few columns from the form. While I also have other columns in the same table that I don't want to include in the form. How can I achieve this?

[@ritashaarora3269]

Hello Kevin. I have to fill data on a website which is asking for it to be filled in electronic form. Do you know the deal?

[@peterlee968]

Muchas Gracias, Kevin! You are an excellent instructor. You enunciate every word clearly, you also deliver your speech succinctly with a perfect speaking rate, yet it is so informative for learners to follow your teaching with ease. Thank you very much for your effects and for sharing your knowledge.

[@MsMedic91]

Thank you for these videos! I was able to get a job without having to shell out money for courses. Now to pay it forward, I offer free videos on DIY items!!!

[@k.c1126]

I've used this feature several times since I watched an earlier video of yours. It's extremely useful and very versatile. This video is an excellent refresher and clarified a couple points for me. Great stuff!

[@texasseastar]

This is great to know! I’ve used Google Forms before, but as an Excel user this looks more robust. I’ll definitely be checking this out for work projects. I wish this was also available for personal use. Thanks for yet another great video!

[@CShellProductions]

I get SO MUCH from your KZbin tutorials! Thanks for doing this!!!

[@stuartbrown3859]

Awesome video Kevin. Just solved a lot of issues for me. Thanks for the awesome content as always!

[@yt_bharat]

Seriously awesome content. And the positivity of Kevin, that's something to learn 👍🏻🙂

[@sprucesteven]

Ever since i had e recommendation from KZbin for your videos I have learnt a lot. N I have love MS office more

[@VivendocomRafa717]

Its really great to hear his welcome! Thanks from Brazil, Kevin!

[@peterneustupny2061]

Thanks Kevin. Can I use Microsoft Forms to view data after it has been entered - like with a data entry form, where you can scroll through the rows? I'd like to have something like a data entry form, but with a bit more flexibility in terms of presentation for the user. I think I could do this with a VBA user form. Is that still the best way?

[@harkisingh]

Brilliant video. Everything was explained so well.

[@swastikszn1781]

I really like the introduction of Kevin Hi everyone, Kevin here Today..

[@busby44]

I don’t

[@debojyotisarkar72]

Not today, its "too dayyy" well i like his accent

[@BenDieselBasicAutomotive]

Thank you very much, FROFESSOR! After watching your video, I designed similar forms. Now we are using it in the office and my staff appreciate those forms very much, because they can now organize their tasks easily. We are also beginning to design our VIRTUAL OFFICE so that we could have a platform - where I can monitor their tasks even if am not around our Physical Office. Thank you very much, PROFESSOR! Merry Christmas!

[@gajabathiarjuntg2390]

Great video Kevin. Thanks for pulling out this informative and helpful video :)

[@bensenior4330]

Kevin - I love the videos, they are always a big help. Is there a way to embed the Form into an Outlook email so that people can submit their answers directly from the email?

[@jawadahmadehssan6251]

Thanks Kevin for another amazing piece of work

[@laurieanger2449]

Thanks Kevin! Can you set up 2 forms to consolidate their responses on one excel worksheet?

[@ayoubniyaz]

Ok quick question. In the example you gave, would someone be able to order different quantities of multiple cookie types? Or would that have to be done through a second form submission? Is there a dynamic workaround?

[@laurastout3556]

Can't wait to play around with this! Thank you!

[@victortambafarma4489]

truly your tutorials are awesome very easy to understand

[@christinagrieves7963]

SO HELPFUL! Thank you so much! 🙏🏻

[@Google...ChangeMyHandle]

Thanks Kevin, do you know of a way to perform this with quizzes and access live data with total score column present?

[@FGDataPotential]

Many thanks kevin! Excellent as usual!

[@mstep3909]

Very helpful. Is there a way to have individuals “check into” an event using forms/excel?

[@lmajiedmary]

Hi Kevin. This is the first time I have been to your site and you explained one part of what I needed so well, I decided to write and ask you about the other part. I am part of a team and we have a request form for our colleagues to use when they need assistance. When a request comes in, our team receives an alert and we all go in to see on the excel side and someone completes the rest of the spreadsheet with who is going to assist with the work and the status of the work until completion. Recently, someone on our team went in and added the requests directly onto the spreadsheet on behalf of the requester. This caused some errors like the number of the request that is automatically populated and the status section which has conditional formatting in it. In addition, now when a requester adds something to the form at times it does not show up in the excel spreadsheet. I was wondering if there is a way to correct these issues? I thank you for any assistance you can give!

[@nerdyturkey312]

Hi Kevin. Love your videos. Do you know of any app to simulate typing, eg if you're making a coding video and you want too make it look like you're typing into the IDE?

[@torya400]

Thank you Kevin. What I want to learn is the ability to create a form that requires multiple users (so it feeds the same excel sheet). My sales team has the ability to keep their commissions in the company so they can purchase product or they can request a cash out. I want a form for my sales managers to fill out when my sales team wants to cash out their commission. That request should go to my district management team who will issue/send a check. The sales manager will then fill out a form when the check has been delivered to the team members. Each form captures a date and some different info. Is there a way to capture this all on the same spreadsheet using forms, lists and automate?

[@miladsari3524]

AMAZING thank you

[@grahamshellswell4513]

Great video Kevin, but what if someone wants to order more than 1 type of cookie? I tried to set up a similar form as a purchase requisition form for my company, but got stuck when trying to allow for an unknown number of items to be requested. Each item will have the same base data (requester, approver, department, etc), but of course different description, part no, quantity etc. Any ideas on how this could be accomplished with MS Forms?

[@k.c1126]

This is a great feature. Thanks, Kevin!

[@barttitulaerexcelbart9400]

Thanks Kevin, one small tipp to add: I always start putting the Excel file in a subfolder Questionaires. Otherwise you have book1 book2 etc in your root directory. If you later move the Excel sheet to another directory, the online form is always connected to this Excel file.

[@wrmarley]

Can you put this on sharepoint and then not have versions?

[@murcielagonawtf]

Great video Kevin - thanks. Question - is it possible to assign values to the answers provided? I have questions that depending on the response it will throw a value. I will like to quantify the value of all responses. Is that possible? Thanks.

[@kofiAnkraAsareAttrams]

Mind blown at the simplicity 🤯

[@rsearchtim]

You make so many great videos Kevin!!!!

[@skillup323]

Great sir!! You really grab handy things for us! ❣️. Thank you

[@mdmoazzamhossain7455]

Man, you are amazing as well as your videos too. They are really helpfull

[@AdamsTaiwan]

For personal use, I like using the new Mobile Card view. It works like a form.

[@dfwdentalrep]

Thanks Kevin! Very thorough and was able to create a customer questionnaire by following your video. It was very straight forward and easy. This is going to save me and my team a ton of time. Plus, it will help us better actually use the data!!

[@divyamannam4662]

u r a life savior Kevin....lots of love from me...thanks a lot.

[@catharinabester1452]

Kevin! You changed my life! I do have a few follow up questions and hopefully someone on this feed can help: 1. Can I connect multiple forms to one data table? 2. For the customer query (submitted through the form), is there an easy way to create a "ticket" to share with a person to process?

[@user-vf6lw1jl3k]

Thanks ! your tutos really are the bests and seriously help me step up my skills !

[@thespanishdoor5855]

Thank you, Kevin. Very helpful information

[@swastikszn1781]

Kevin you are a genius

[@lodukjb]

thanks sso much Kevin. i love your tutorials because they are engaging

[@thomasmccartney5352]

Thanks Kevin … really useful

[@arch.blender1178]

Hi Kevin, your videos are great, i have learnt so much. Is it possible to use Forms to update an Excel work tracking spreadsheet that contains multiple jobs with multiple stages that are being worked on by multiple staff members? We just don't want them editing directly in the spreadsheet :) Cheers Nigel

[@adrienne4394]

I did it! This was so cool, thank you!

[@rodelycoy1853]

I am learning a lot from your channel. Thank you so much.

[@joehasson2513]

Kevin, thanks for this helpful video. Do you have a video on editing the links between the form question & the table in excel? My data is showing in the wrong column in the table.

[@renzokouken9781]

This is much easier than using power automate Thank Kevin

[@tmrbagashvili]

I love you Kevin :) this is what I needed right now. thanks a bunch

[@utkarshmadaksira743]

Kevin, we need more videos on Power Automate and Power apps. Also, could you please make a video on the expressions used in the email to excel video? Thank you.

[@mskiara18]

Thank you for the helpful tutorial!

[@kateramos7206]

Thanks for the video. I always look for your videos when I am trying to learn a new technology. How would you add a payment plan using this?

[@YesitsLily2011]

this made my life so much easier! my boss is going to be impressed

[@micodeng317]

Thanks for the great video, what if we track the order placed to cookie produced, it may have couple people need to update same order, the form can be divided into several sections and let different people update for same line?

[@lindseyhochhalter9008]

Thank you so much for the helpful video! This is a perfect solution for my needs. One thing I'm running into as I'm trying to create a pivot table / charts with the data submitted from the form but it won't pull the data as it's entered into the excel as a text value with a leading apostrophe. I've tried to look into VBA solutions to fix this issue, but then it removes the form link feature which I loved. Would you have any solutions to fix this issue I'm running into?

[@dodymemory]

Thanks for the Video Kevin do you think I can use this for my bar stock take ?

[@sharlingteoh4756]

Amazing tutorial that I could create my own professional form now! It would be great if the form enable auto running number for my Invoice.

[@anilnagre1739]

Thanks for this knowledge kavin ,🙏🏻🙏🏻🙏🏻🙏🏻

[@devendrabain7748]

Is it possible to use multiple dependent dropdown list in this form?

[@max4997]

Hi Kevin, is there a way to create a form out of already existing table?

[@2JSinc]

Hi Kevin, Thank you for this, but sadly it is just like what google forms does, any idea how to make this into a full CRUD and also add an ability to print a formatted receipt using this... thanks again

[@lyndaff5703]

Thanks this was very easy to follow.

[@dhaneshpersaud5519]

Great content❤

[@SavageGothamChess]

Kevin's studio is so nice that sometimes I even wonder whether it is a virtual background. 😀

[@aveerajsharma]

😂

[@aveerajsharma]

Dream Studio

[@keithchai8566]

just completed a simple task for my organization using excel forms .. thx!

[@GovenDees]

Great tool for a survey. Does anyone know how the form (survey) gets sent to someone as an email i.e. Is it sent as an attachment or is the form displayed on the email body itself.

[@mohamedamine7839]

Wonderful video, to feel the power of Microsoft 365. Thanks a lot :)

[@rosaluna5220]

Great video Kevin. Thank u so much!

[@donnaryan3162]

I created a form today that will help me track onboarding new hires. So helpful!

[@Marskfoto]

Hi Kevin I have used Forms for collecting measurement data’s in our production for a while and now I would like to share the data in a excel sheet or a Power BI. I know how to create a power automate to get new entries from Forms to an excel spreadsheet but is there any easier ways to get data’s from an existing form to e.g. Power BI or Excel sheet?

[@cherhan2674]

hi, great presentation!!! how can i add "form' to my ribbon? i cannot find "form" button from my insert ribbon

[@ideasforever4823]

hi Kevin, can you post a laptop buying guide video?

[@catglobalNA]

Hey Kevin, I love the Videos, in this one, I have added and the form is great. I am hoping to adjust the "Sold" Column on the Master Sheet from the Value added by the Form in the "QTY" Column on the Form sheet. The issue is that if the buy 20 items, the Value pushed to Excel is '20 instead of 20 with a ' in front. Because of this, I cannot use a Index Match to alter "Sold". Can you Help PLEASE!! :) Thank you so much

[@QinisoZungu]

Hi Kevin, I hope you are well. Thank you so much for the tutorial. I have managed to create the form, but when filling it up the information doesn't show on ms excel. what could be the challenge here?

[@heatherwright1214]

Hey there! I think this is great! Question... based on privacy/security settings, we cannot store customer data on SharePoint or Teams sites...so will the form automatically save the data within the inter webs (or intra webs ;))? Thanks, H

[@abdulhakimhassan8956]

Hi Mr.Kevin, I do appreciate this quick create excel form, but I was wondering how can I insert a signature if a create an attendance form. Please give us guidance on how to do it. Thank You

[@Juan-Hdez]

Very useful. Thank you.

[@elizabethmercedcoleman9180]

Your videos are so totally awesome, duuuuuude!!

[@rogeliomartinez2475]

Thank you very much

[@mithunge]

dear kevin can we use this form in any sort of data collection apps ? please guide on that

[@masoudfaal1009]

Hi Kevin, I'm looking for some guidance on looping a set of questions based on an answer selection. I have created a form using Microsoft Forms. The form consists of about 12 questions in total. I want to be able to loop a set of questions or a section if the user answers a specific question as Yes. Otherwise, if answer is No, the user is taken to the end of the form. Can Flow help me achieve this? If so, how do I start?

[@maryhung6896]

Thanks Kevin. Btw, I can't find the 'Form' commands in the insert button. Only pivot table and table noted. How can i found it?

[@akaraofficials8439]

Wow thanks for your sharing, actually I could created it in my own one but after I watched your vdo, that’s more something to learn

[@youssoufahmed1788]

Hi Kevin, If we print the form and have the patient sign and the form gets scanned into outlook as an email, is there a way to get the data to pull into excel? For example, i need clients to sign the form and I need the data entered such as name and DOB to auto fill into all fields that require the same information on different forms. Please review and advise.

[@Randomzxc4]

Thank you!

[@soniaaqua6129]

Is Adobe the safest or best previewer to use in MS Outlook, etc.? Thanks. Also, read the article you were featured in CNBC. Congrats

[@muhammadTalha2014]

Thanks a lot Kevin.

[@ritikjain222]

Very useful video. I want to ask whether we can send certificates that are created in powerpoint through mail merge using this technique. If you make a video on it that will be awesome please include the limit of the certificates we can send through this spreadsheet

[@bhartityagi8183]

Very informative video. Thank u

[@tristaneastwood]

Hi Kevin, I'm trying to create a financial journal to sell. is there a way to utilize these methods in a way that can be sold as a downloadable file/folder? Thanks

[@TejedorListo]

This is awesome. Now I would like to know how to take the form data, run it through some calculations and spit back a pdf the user can download.

[@bhsoundman]

Hey Kevin, Thanks for the video tutorial. Quick question. Is there a way to have the form automatically reset as if it were a kiosk?

[@JefferyWilson-ge6kq]

Great video. Is there a way to search the orders from the spreadsheet and update the a field (like the number of cookies ordered?) Like to do it with a form rather than directly on the spreadsheet? Thx.

[@eeezieee7858]

Brilliant!

[@marcoapdantasify]

Hi Kevin. Thks. Great video! Is it possible to add a field to collect the users electronic signature (or e signature) ? Is it possible to use the form with workflow for approval of a form after it is submitted? Thank you !

[@kristis61]

also to share the link with outside of the organization but limited to certain emails (clients)

[@Gaabane205]

Thanks for your videos. I have gotten more advantages, and I will use it my duty.

[@Q8Patriot]

Very Helpful, Thanks alot