Forms
Sean wants all the teachers in the school to use spreadsheets. He decides to make use of the forms feature to enable all the teachers in the school to capture and organise the data.
Built-in Forms for Excel Data
For ranges or lists on Excel worksheets, you can display a data form that lets you enter new data, find rows based on cell contents, update the data, and delete rows from the range or list.
Use a Data Entry Form to Edit a Range or List
A data form is a dialog box that gives you a convenient way to enter or display one complete row of information, or record, in a range or list at one time.
Before you can use a data form to add a record to a new range or list, the range or list must have labels at the top of each column. Microsoft Excel uses these labels to create fields on the form.
1. Click a cell in the range or list you want to add the record to.
2. On the Data menu, click Form.
3. Do one or more of the following:
Add a Record
- Click New.
- Type the information for the new record.
- When you finish typing data, press ENTER to add the record.
- When you finish adding records, click Close to add the new record and close the data form.
Change a Record
Find the record you want to change in the following ways
a. To move through records one at a time, use the scroll bar arrows in the dialog box. To move through ten records at a time, click the scroll bar between the arrows.
b. To move to the next record in the range or list, click Find Next. To move to the previous record in the range or list, click Find Prev.
c. To set search conditions, or comparison criteria, click Criteria, then enter the criteria into the data form. To find records that match the criteria, click Find Next or Find Prev. To return to the data form without searching for records based on the criteria you specified, click Form.
Delete a Record
1. Find the record you want to delete.
2. Click Delete.
Notes: Data forms can display a maximum of 32 fields at one time. While you are adding or changing a record, you can undo changes by clicking Restore as long as the record is the active record in the data form.
Excel Templates and Forms
Sean plans to make use of the excel templates to automate common tasks like managing his monthly expenses at home.