Webinar: Designing Forms in Excel


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.

Why you should 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 organisations, 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”.

Topics 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
  • Drop-down menus and checkboxes – to make data entry easy
  • 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 should attend / Level

Any user of Excel who wants to learn how to create form-driven applications and spreadsheets. Attendees should have an introductory level knowledge of Excel.

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.