In this article, we will learn how to create an Excel data entry form that includes checkboxes. Sometimes, users need to make a To-Do list or checklist in Excel. For those purposes, we can create a data entry form with checkboxes. Here, we will show the step-by-step procedures to create a data entry form that includes checkboxes. Also, we will explain 4 examples of Excel data forms. So, without further delay, let’s start the discussion.

## How to Create an Excel Data Entry Form That Includes Checkboxes: Step-by-Step Procedures

Suppose, you have a dataset where you want to enter some data. However, you want to make sure that the person entering the data has selected a checkbox before that. You can add checkboxes in your data entry form by following some simple steps.

Here, we have a data entry form where we want to enter the **Name **and **Age **of an employee if he agrees to a statement. Now, we will show you how you can **create **an Excel **data entry **form that includes** checkboxes**.

### Step 1: Insert Check Box from Form Controls

In the first step, you have to insert a **checkbox **from the **Form Controls **feature. Make sure you have the **Developer **tab in your excel workbook to do that.

Follow the steps given below to insert a checkbox into your Excel data entry form.

- Firstly, go to the
**Developer**tab >> click on**Insert**>> select**Check Box**from**Form Controls**.

- Then, insert a
**Check Box**into your form.

- Now, if you want you can change the text in the
**Check Box**. Here, we will**“I agree to this statement”**.

### Step 2: Create Link to Cell

Next, we will show you how you can create a **link **to the **cell **where you see the status of the checkbox if it is checked or unchecked.

- To start with,
**right-click**on the checkbox. - After that, click on
**Format Control**.

- Now, the
**Format Object**box will open. - Then, insert
**Cell B4**in the**Cell link**box. - Next, click on
**OK**.

- Finally, if you check the checkbox
**Cell B4**will be**TRUE**.

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### Step 3: Use Data Validation Feature

In the final step, we will use the **Data Validation **feature to enter data after selecting the checkbox. To do that in your data entry form, go through the steps given below.

- Firstly, select
**Cell C7**. - After that, go to the
**Data**tab >> click on**Data Tools**>> click on**Data Validation**>> select**Data Validation**.

- Now, the
**Data Validation**box will appear. - Then, select
**Custom**as**Validation Criteria**. - Next, insert the following formula in the formula box.

`=B4`

- Lastly, click on
**OK**.

- Afterward, you can try to insert a name in
**Cell C7**without selecting the checkbox.

- Then, you will find a warning box like the image shown below.

- On the other hand, if you select the checkbox, you can enter any text in that cell.

- Similarly, we can add another checkbox in the Excel form for age.

- Now, to hide the linked cells, select cell range
**B4:B5**. - After that, go to the
**Home**tab >> click on**Font Color**>> select**White, Background 1**.

- Thus, you can add
**checkboxes**in your Excel data entry form.

## 4 Examples of Excel Data Entry Forms That Include Checkboxes

You can create data entry forms including **checkboxes **using **Conditional Formatting**, different **functions**, and **formulas **in Excel. Here, we will show you **4 **examples of such forms.

### Example 1: Make To Do List with Conditional Formatting That Includes Checkboxes

In the first example, we have a dataset of a **work to do** list. Now, we will show you how you can include **checkboxes **with **Conditional Formatting **in this list.

**Steps:**

- Firstly, insert
**checkboxes**following the steps shown**above.**

- Then, create
**links**with**cells**to check the status of the checkboxes going through the same steps shown**above**.

- Next, insert the following formula in
**Cell D5**.

`=IF(E5=TRUE,"Done","To Be Done")`

- Then, press
**Enter**and drag down the**Fill Handle**tool to**AutoFill**the formula for the rest of the cells.

- Thus, you will get the status of the work if it is
**Done**or**To Be Done**.

**the IF function**, we inserted if

**Cell E5**is

**TRUE**, it will return

**Done**otherwise it will return

**To Be Done**.

- After that, select cell range
**D5:D8**. - Next, go to the
**Home**tab >> click on**Conditional Formatting**.

- Afterward, select
**New Rules**.

- Now, the
**New Formatting Rule**box will open. - Then, select
**Use a formula to determine which cells to format**option. - Next, insert the following formula in the box.

`=$E5=TRUE`

- Further, click on
**Format**.

- Now, the
**Format Cells**box will appear. - Then, go to the
**Font**option >> turn on**Strikethrough**option.

- Next, go to the
**Fill**tab >> select any color of your choice. - Lastly, click on
**OK**.

- Again, click on
**OK**.

- Thus, you can include
**checkboxes**in your to list with**Conditional Formatting**.

- Additionally, to hide the linked cells click on
**Column E**. - Then,
**right-click**on it. - After that, click on
**Hide**.

- Finally, a
**To**–**Do**list with checkboxes will be created.

### Example 2: Create Checklist with Data Summary Applying COUNTIF Function

You can also create checklists with different functions. Suppose, we have a list of different tasks of a project. Now, we will show you how to add **checkboxes **and use the **COUNTA** & **COUNTIF** functions to create a **checklist **with data summary.

**Steps:**

- In the beginning, insert
**checkboxes**in cell range**C5:C10**following the steps shown**above**.

- After that, create
**links**with cell range**D5:D10**to check the status of the checkboxes going through the same steps shown**above**.

- Next, you can hide
**Column D**following the steps given in**Example 1**.

- Then, insert the following formula in
**Cell C12**and press**Enter**.

`=COUNTA(B5:B10)`

**COUNTA**function, we counted the number of tasks in cell range

**B5:B10**.

- Finally, to count the number of completed tasks, insert the following formula in
**Cell C13**.

`=COUNTIF(D5:D10,TRUE)`

**COUNTIF**function, we counted the number of tasks in cell range

**D5:D10**if the value is

**TRUE**.

**Read More: ****How to Create Data Entry Form with Drop Down List in Excel**

### Example 3: Determine Monthly Payment Using Checkbox in Excel

In the third example, we have a dataset containing the value of **Borrowed Amount**, **Annual Interest Rate **and **No of Payments**. The value of **Monthly Payments **can vary whether the **payments are made **at the **beginning **or **not**. In such cases, you can use a checkbox for this condition and get the result according to that.

Follow the steps given below to determine monthly payments using checkboxes in Excel.

**Steps:**

- Firstly, insert a
**checkbox**following the steps shown**above**and change the text.

- Next, create a link to this checkbox with
**Cell C8**like**above**.

- Then, select
**Cell C10**and insert the following formula.

`=PMT(C6,C7,C5,0,C8)`

- After that, press
**Enter**.

**the PMT function**, we inserted

**Cell C6**as

**rate**,

**Cell C7**as

**nper**,

**Cell C5**as

**pv**,

**0**as

**fv**and

**Cell C8**as

**type**.

- Now, you will get a value of
**Monthly Payments**if payments are made at the beginning.

- However, if you unselect the checkbox, the value of
**Monthly Payments**will change. - Thus, you can determine
**monthly payments**using**checkboxes**in Excel.

**Read More:** **How to Create Data Entry Form in Excel VBA**

### Example 4: Use Checkboxes to Create Interactive Report

In the last example, you will find a way to create an **interactive report **using **checkboxes **in Excel. Here, we have the Sales value of **2** months of some products. Now, we will show you how using **checkboxes **you can find the **Total Sales **of the selected products.

**Steps:**

- To start with, insert the following formula in
**Cell E7**.

`=SUM(C7:D7)`

- After that, press
**Enter**and drag down the**Fill Handle**tool to**AutoFill**the formula for the rest of the cells.

- Now, you will get the
**Total Sales**values for all the products.

- Then, insert
**checkboxes**for all the**products**following the steps shown**above**.

- After that, create links with cell range
**H7:H10**with the corresponding product name going through the steps shown**above**.

- Next, select
**Cell I7**and insert the following formula.

`=IF(H7=TRUE,G7,"-")`

- Afterward, press
**Enter**and drag down the**Fill Handle**tool to**AutoFill**the formula.

**IF**function, we inserted if

**Cell H7**is

**TRUE**, it will return the value of

**Cell G7**otherwise it will return

**“-”**.

- Now, you will get only the products selected in the list.

- Lastly, insert the following formula in
**Cell H4**and press**Enter**.

`=DSUM(A6:E10,"Total Sales",I6:I10)`

**the DSUM function**, cell range

**A6:E10**as

**database**,

**“Total Sales”**as

**field**and cell range

**I6:I10**as

**criteria**.

- Now, if you change the selected product list the
**Total Sales**value will change.

**Read More:** **How to Create an Excel Data Entry Form Without a UserForm**

**Download Practice Workbook**

You can download the workbook to practice yourself.

## Conclusion

So, in this article, we have shown you 4 examples of creating an Excel data entry form that includes checkboxes in Excel. I hope you found this article interesting and helpful. If something seems difficult to understand, please leave a comment. Please let us know if there are any more alternatives that we may have missed. Thank you!