Building and Designing Data Input Forms in Excel

Duration: 90 Minutes
Booking forms, sales order forms, invoices, loan agreement forms and surveys. These are just a few examples of forms that can be created using Excel (although the list of examples is endless). By adding a splash of colour, cell protection and some drop-down lists and simple validation, you can create user-friendly forms that will make data entry simple and error free for yourself, your colleagues and your clients.
Data Input Forms in Excel
Instructor: Mike Thomas
Product ID: 508265
If you've ever had to enter and edit data into a table in Excel, you've probably found it to be a long-winded, repetitive and frustrating experience. Excel forms will help to take that pain away!

By following the real-world examples, in this training session you will learn how to build professional, eye-catching form-driven applications and spreadsheets.

Objectives of the Presentation
  • You will be able to define a number of useful functions such as VLOOKUP that can help in form creation
  • You will be able to describe how to apply data validation and protection to reduce data entry errors
  • You will be able to discuss how to use formatting to make your forms inviting to use
  • You will be able to explain how naming cells will make your formulas easier to understand
Why Should you Attend
Save time and save money! Have you ever thought that you can use Excel - an application that you have right there on your computer - to create forms?

Smaller organizations, with limited budgets simply can't afford to buy expensive dedicated software to manage the inputting and storage of information, however even those companies with large budgets often find that their requirements can't be met by what is "out in the marketplace".

The training will be delivered using Excel 2016 for Windows although much of the functionality is available in earlier versions of Excel on both Windows and Mac.

Areas Covered
There is no "Create a Form" command in Excel. Creating forms requires the use of a number of built-in Excel features:
  • Naming cells - to make formulas easier to understand
  • Defining Data Validation Lists
  • Drop-down menus and checkboxes - to make data entry easy and Interactive
  • Data validation and protection - to reduce the risk of data-entry errors
  • Formatting - to make your forms inviting to use
  • Formulas and functions as VLOOKUP
  • Simple automation
Who will Benefit
  • CFO's
  • Financial Controllers
  • Accounting and Finance Managers and Staff
  • Financial Analysts
  • Budget Directors and staff
  • CPAs
  • Auditors
  • Administrators and Managers
  • HR and Sales professionals who prepare reports using Excel
  • Engineers and Production Managers who prepare reports using Excel
  • IT Professionals Who Want a CPA/Financial Analyst's Point of View on Analytical Reporting
$300
Recorded Session for one participant
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How it works
Live Session - How it works
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  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Mike Thomas has worked in the IT training business for 26 years. His expertise and experience covers designing and delivering training courses, creating written training materials (Quick Reference Guides and step-by-step tutorials), recording and editing video-based tutorials and providing support to users.

He is a subject matter expert in a range of Microsoft technologies including Microsoft Office, Lync/Skype for Business and SharePoint. He has extensive experience of working with Cloud-based collaboration tools such as Box and OneDrive and has worked extensively with Mac OSX and Mac-related software since 2006.

Mike has worked with and for a large number of global and UK-based companies and organizations across a diverse range of sectors including pharmaceutical, healthcare, legal, retail and public sector. In addition to training, he designs and develops Microsoft Office-based solutions that automate key business tasks and processes, which in turn saves time and money and improves productivity. Mike is a Fellow of the Learning and Performance Institute.


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