If you have come up with the question of How to create a data form in Excel? This is the right place. And if we have used the tools and programs provided by Microsoft office, Excel has been an obligation. Well, in their repertoire it appears as a requirement for many when choosing a job. And whether for academic work, taking averages or professional level highlights its usefulness.
Such a complete data management tool is exceptional for handling large amounts of values . Whether it is surveys, forms or other types of quantitative or qualitative information, it is easy to manipulate with this tool.
But perhaps we are first interested in not getting confused when creating one of these and mixing them together. Well, we have already seen that just as there are forms and there are questionnaires
- What are the differences between Excel forms and quizzes?
- What are the types of forms available in Excel?
- Procedure to create a new form in Excel
- What other tools can we use to create forms?
- Google Forms
- Online tools
What are the differences between Excel forms and quizzes?
In general, we must understand that both forms and questionnaires are used to obtain information that is important to us.
Forms in Excel are an excellent way to get the data that interests us. Giving the appropriate spaces to complete what we want to know. Since they have instructions on what we should answer in them and what not.
In other words, these forms are a tool that will avoid errors in terms of accessing data to our Excel sheet. This programmable function will have the names of the inputs in the columns. While in the rows the data of each participant.
Its main function is the storage, categorization and editing of the information obtained. This information will be available to us in an orderly manner and we can easily search for it after having it in our Excel.
Now, a questionnaire in Excel , if it is a little different than what we normally take into account. Since it is a personalized tool with formulas programmed by the interested user.
This will accumulate the information through closed questions and answers. The user can apply it to other people once it is ready. In this way, we will be able to get the necessary answers once we put its suitability to the test.
What are the types of forms available in Excel?
When we talk about the types of forms available in Excel , we refer to three of importance. Which we can easily name and explain.
- Data Form
One of the simplest and most commonly used . The data forms make it easier for us to write the necessary information. This is usually done in a table programmed in the first row, which will have the data requested.
- Spreadsheets with form controls or ActiveX controls.
Its function is almost identical, as it lies in entering and displaying data. Helping us to understand it. This version of the forms is a bit more complex, since it uses the Form tool or DirectX extensions.
The difference is simply that the first is already integrated. While the second must be custom loaded one by one with .dll files. These are used to conduct surveys or selection tests online.
- User forms in VBA.
Finally, the user forms in VBA allow us to enter information through visual basic . In the same way we can configure it, and place the elements that we want to use. Its function will be to request the pertinent information from the user in question.
Procedure to create a new form in Excel
Here we will give you the procedure to follow to create these forms in the Excel program . The first thing is to understand that the developer tab and the function of creating forms is disabled. But we can easily activate it through the options function that exists from the “File” tab.
- Data form
Once we have Microsoft Excel open, we take care of generating the corresponding labels . These must be placed in the first row of each column. Remember that each column represents a different label and each row will be an additional piece of information.
Once this is done, we can customize it, adding dividers with borders and colors.
Already customized, we will select the first row (which has the labels) and the row that follows it. We go to the insert tab and then we click on the Table button. In the pop-up message, check the option “The table has headers” and click on accept.
The option to create form is often not active. But we will go to the “files” tab that is in the upper left side of the program. Then to options, select “Quick access toolbar” and locate “command available in:” then “commands that are not available” select Forms and click twice on it.
Once inside the function, the labels that we programmed will appear and voila, we will be able to edit each one that we will create.
- Form with form controls or ActiveX controls:
The simplified steps will be as follows. Open Excel> click on file> select options> click on ” Customize the ribbon “.
Here we will look for and tick “Programmer” and we will accept. Then we check if the Programmer function will appear in the ribbon and click on it.
Once here we select the labels (which we should have created in the first row of each column) and the bottom row. We must insert from the options of the “Programmer” tab and here we select the control to use. If necessary, we can configure these controls from the properties option of the ribbon.
3- User forms in VBA:
This form will start from the “Developer” tab , above we can see how to activate it if it is deactivated. Here we click on the option “Visual Basic” to begin.
Once the new window opens, click on “insert”> “UserForm” . This will open a blank form with its toolbox and controls. In this form we will add the labels from the toolbox, as well as the other details. Here we can include ActiveX controls and once we finish the Excel sheet it will work as our data sheet.
What other tools can we use to create forms?
We have already seen what can be done from the hand of Microsoft Excel, but what is there beyond it? That is easy to answer, as a good option would be Google Forms.
The Google forms tool is a free option to create your forms , which has the same function of collecting and organizing data obtained. It is a very complete tool that will help us when it comes to generating registrations or you find or other models of forms.
The advantages of Google forms range from its manageability, compatibility with different devices when viewing them. In addition to adding to that the collection and storage of data in real time. With this, Google forms can help us to generate final reports and graphs with the information collected.
Something not only interesting, but really important when making our forms . But in general, it may be important to know that Google Sheets, you can use forms through this Excel application. Which Google offers us for free.
Another way to create our forms is through online tools such as Google Forms. As is the case of the following:
- Formsite:multi- device tool that gives us the ease of use of more than 100 templates. This is certainly an important addition when creating forms for different purposes. Upload of files, records or surveys as well as payments online.
- Formidable Forms:This useful WordPress form creation tool ranges from simple to complex. Well, in addition to being able to create forms, questionnaires and extensive spreadsheets with different files. Formidable Forms gives us the ability to view what we collect from the front end of the page thanks to its plugin.
- Arengu:another multi- device tool that integrates some applications such as mailchimp, Google docs and Telegram. This with the function of inserting forms that we can create and manage online.