How to Make an Excel Spreadsheet Look Like a Form

Sometimes you need to add numerous data in Excel. In that case, you can turn your Excel spreadsheet into a form. You may make some mistakes while putting a significant amount for a large data entry. In that case, the Excel form can become a handy process. In this article, we will show how to make an Excel spreadsheet look like a form. I hope you find this article informative and gain more knowledge about Excel form.

To make an Excel spreadsheet look like a form, we have found step-by-step procedures through which you can have a clear idea. Before making a form in Excel, you need to enable it by customizing the quick access toolbar. After that, we can easily enter any data using that form tab. All of these steps are fairly easy to understand.

Step 1: Enable Form by Customizing Quick Access Toolbar

In our first step, we need to enable form by customizing the quick access toolbar. By customizing the quick access toolbar, the form tab will appear in the quick access toolbar. To understand this step properly, you need to follow the steps.

First, go to the Quick Access Toolbar.
Then, select Customize Quick Access Toolbar drop-down option.

In the Customize Quick Access Toolbar drop-down option, we will get several options.
From there, select the More Commands option.

As a result, it will open up the Excel Options dialog box.
Then, from the Choose commands from section, select All Commands.

After that, scroll down to get the Form option.

Then, click on Add to set the Form tab in the Quick Access Toolbar.

Finally, click on OK to apply the change.

As a result, the Form option will appear in the Quick Access Toolbar.

Step 2: Creating Excel Table

In our second step, we need to create some column headings and then create a table. In a table, you can add a large amount of data and it will include those data in the table.

First, you need to create some column headings.
As we want to create a client details form, so, we add some headings such as first name, last name, date of birth, position, company, and email.

Then, select the range of cells B4 to G4.

After that, go to the Insert tab in the ribbon.
Then, from the Tables group, select Table.

A Create Table dialog box will appear.
From there, select OK.

As a result, we will get the following table. See the screenshot.

Step 3: Entering Data Using Form in Excel

In this step, we will create a new data entry. Here, we open the form tab and then, add the new data one after another. This makes the Excel Spreadsheet look like a form. In a form, we enter our details and this output will save in a certain place. To understand this step carefully, follow the steps.

First, select cell B5.

Then, select the Form tab from the Quick Access Toolbar.

This will open up a Sheet1 dialog box where you can enter your client details.
In this form, you will see several sections which you set previously.
Fill out every section of this form.
Finally, click on Close.

Then, you will see the table will fill up according to your setup values. See the screenshot.

After that, select any cell in the table.
Then, click on the Form option in the Quick Access Toolbar.
You will see the previous form which was filled up previously.
To open a new form, click on New.

As a result, you will get another blank form where you can add your next client’s details.

Put the details of the next client.
Then, click on Close.

As a result, client details will be added to the table. See the screenshot.

Creating the client details one after another and finally, you will get the following details in the table.

Step 4: Editing Existing Records with Excel Form

There is a situation where your client’s email has changed but in the form, we have entered the previous email. In that case, you can easily edit the existing record or form. To edit the existing record or form of the client, you need to follow the steps carefully.

First, select any cell in the table.
Then, select Form from the Quick Access Toolbar.
It will open a sheet which is actually the form.
Here, we have seven different client details. So, we have seven different sheets.

Now, we need to edit the email of the first client.
Change the email and click on Close.

It will automatically change it to the table. See the screenshot.

Then, if you want to change the email of your sixth client, you need to client on the table again.
After that, from the Quick Access Toolbar, select Form.
It will open up the first client details form.
To go to the sixth client details, you need to click on Find Next option until you have the sixth client details form.

After clicking on Find Next several times, you will get your desired sheet.

Then, you can change the email of that client.
Finally, click on Close.

It will automatically change the email of that client to the table. See the screenshot.

Step 5: Using Form to Remove Existing Record

In this step, we will try to show you how to remove an existing client record. There is a situation where you need to remove one certain client details from your client details form. You can easily do it. To remove existing client details, follow the steps carefully.

First, select any cell in the table.
Then, from the Quick Access Toolbar, select Form.
After that, the Sheet1 dialog box will appear.
We want to remove the 7th client details.
click on Find Next until the details of the 7th client.

Then, click on Delete to remove the client detail.

After that, a confirmation dialog box will appear.
Click on OK to confirm the process.

As a result, it will automatically remove it from the client details form table. See screenshot.

Step 6: Restrict Data Entry into Spreadsheet by Data Validation

You can restrict your data entry by some rules. If the details don’t pass those rules, then it will be rejected. Here, we want to create client details form. We want to have clients for a certain age limit. More or less than that limit won’t consider. To restrict the data entry by rules, you need to follow the steps carefully.

First, select the range of cells D5 to D11.

Then, go to the Data tab in the ribbon.
From the Data Tools section, select the Data Validation option.

It will open up the Data Validation dialog box.
Then, go to the Validation criteria section.
In the Allow section, select the Date option.

Then, set the Start date and End date.
Finally, click on OK.

Now, we want to add new client details.
Click on the Form tab in the Quick Access Toolbar after selecting any cells in the table.
It will open up the Sheet1 dialog box.
As we want to enter new client detail, so, click on New.

Then, set the new client details.
After that, click on Close to apply.

When you click on Close, it will give us the error.
Because this client’s age range is not in the range of data validation.
That’s why this client detail will not be added to the table.

Things to Remember

You need to utilize an Excel table while using the data entry form.
In Excel form, you can’t utilize Excel formulas to make a more dynamic solution.
There is a field restriction in Excel form. You have to be satisfied with a certain amount of field.

Download Practice Workbook

Download the practice workbook below.

Make an Spreadsheet Look Like a Form.xlsx

Conclusion

We have shown a step-by-step procedure to make a spreadsheet look like a form. All of these steps are fairly easy to use. Before doing anything, you have to enable form by customizing the quick access toolbar. After that, we made the spreadsheet look like a form. I hope we cover all the possible areas of Excel form. If you have further questions, feel free to ask in the comment box.

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