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.
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
Why Should you Attend
- 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
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.
There is no "Create a Form" command in Excel. Creating forms requires the use of a number of built-in Excel features:
Who will Benefit
- 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
- Financial Controllers
- Accounting and Finance Managers and Staff
- Financial Analysts
- Budget Directors and staff
- 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