how to make a fillable form in excel

Video instructions - How To Make A Fillable Form In Excel

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Here I'll show you how to make bulletproof forms in Excel that even your coworker can't mess up and I'm gonna show you lots of neat little features so you can make your own version of it so let me show you what we have here this is actually a regular worksheet in Excel a regular spreadsheet you can see down here it's called form and this is just a regular interface tweaked quite a bit so the first cool thing is that here in our user form you can only select the inputs you can't click anywhere out here it's not going to select the cells or let you do anything with them now you can use the arrow keys to navigate between them enter or tab so let's do some sample data here Thanos he's got an ID now let me show you what start date this is where it gets a little interesting let's say you enter the wrong date hit enter please enter a valid date after January 1st 2001 so that's one of the cool things I'll show you how to make custom data validation error messages that tell the user what they did wrong instead of just saying that they did something wrong so I need to fix the input it's got to be after 2001 so let's make it 1-1 2010 here I have a cool drop-down menu where we can select a department and the cool thing about this menu when I show you how to make it is it will automatically update so you can add new entries to the list where the the source data is and it's going to populate this drop down menu without you having to do any extra calculations and the method I show you is super super simple we're not going to deal with any offset or crazy functions or formulas now let's go down to sector say sector has a kind of a confusing format for entry so what I want here is to tell the user what it is you can see the little pop-up comment format a dash number a dash 1 no problem but if I do it wrong let's say there here's an example of the generic error message that doesn't really help you with that validation either way it's not gonna let you input that so you have to do it in the correct format let's now show you a cool little format two and two when you enter a phone number automatically formatted like a phone number in your format this is the u.s. phone number format right here and it's really cool now when we hit submit we a little success message box and this is where the tutorial will end once we get to this point and you will have to take this and then put the data into your own worksheet and I showed you how to do that in other tutorials and I'll.