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Modern Excel Data Entry Work Form Tutorial

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🔥 Learn Excel in just 2 hours: kevinstratvert.thinkific.com
In this step-by-step tutorial, learn how to create a modern Excel data entry form. With Microsoft Forms in Excel, you can connect a form or survey directly to your Excel sheet. You can create any number of questions, including multiple choice, free form text, drop downs, Likert scales, and more. You can make questions required, set validation criteria, limit responses to your organization, and much more. Once your survey or form is done, you can share using a link, QR code, or even embed the form into a web site. When respondents submit the form, the results go directly into your Excel spreadsheet and show up instantaneously. You can even build charts, pivot tables, and more from the results and they'll update as soon as additional form submissions arrive. To use this functionality, you need either a work or school Microsoft 365 account.
👋 Additional resources
- Office.com: www.office.com
- Microsoft Forms Overview video: • How to use Microsoft F...
- Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com
⌚ Timestamps
0:00 Introduction
1:01 Sign into Office.com
1:29 Create a new Excel workbook
1:50 Insert form into Excel
2:11 Design form
4:31 Preview form
5:09 Set themes
5:32 Settings
6:11 Share form
6:45 View form in Excel
7:34 Edit form
8:12 View form results in Excel desktop
8:28 View results in Excel
9:19 Get back to results through Forms
9:53 Wrap up
📃 Watch related playlists
- Playlist with all my videos on Excel: • ❎ How to use Excel
- Playlist with all my videos on Microsoft Forms: • Forms
🚩 Connect with me on social
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- Twitter: / kevstrat
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Опубликовано:

6 авг 2024

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Комментарии : 406

@KevinStratvert 2 года назад

🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: ru-vid.com/group/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY

@wilfdarr Год назад

Your video was good, my problem is with MS Subscriptions. F*K that noise! 👍🙂👍 for your video: 🖕😡🖕 for Microsoft Subscriptions!

@LoC28C Год назад

Thank you for this video but I noticed that after collecting the data from the form I cannot do any calculations with these data automatically. Is there a way around this problem ?

@nangru06 10 месяцев назад

Hey Kevin! I want people to fill few columns from the form. While I also have other columns in the same table that I don't want to include in the form. How can I achieve this?

@ritashaarora3269 9 месяцев назад

Hello Kevin. I have to fill data on a website which is asking for it to be filled in electronic form. Do you know the deal?

@MsMedic91 2 года назад

Thank you for these videos! I was able to get a job without having to shell out money for courses. Now to pay it forward, I offer free videos on DIY items!!!

@peterlee968 3 года назад

Muchas Gracias, Kevin! You are an excellent instructor. You enunciate every word clearly, you also deliver your speech succinctly with a perfect speaking rate, yet it is so informative for learners to follow your teaching with ease. Thank you very much for your effects and for sharing your knowledge.

@k.c1126 3 года назад

I've used this feature several times since I watched an earlier video of yours. It's extremely useful and very versatile. This video is an excellent refresher and clarified a couple points for me. Great stuff!

@texasseastar 3 года назад

This is great to know! I’ve used Google Forms before, but as an Excel user this looks more robust. I’ll definitely be checking this out for work projects. I wish this was also available for personal use. Thanks for yet another great video!

@VivendocomRafa717 3 года назад

Its really great to hear his welcome! Thanks from Brazil, Kevin!

@CShellProductions 3 года назад

I get SO MUCH from your RU-vid tutorials! Thanks for doing this!!!

@stuartbrown3859 2 года назад

Awesome video Kevin. Just solved a lot of issues for me. Thanks for the awesome content as always!

@yt_bharat 3 года назад

Seriously awesome content. And the positivity of Kevin, that's something to learn 👍🏻🙂

@sprucesteven 3 года назад

Ever since i had e recommendation from RU-vid for your videos I have learnt a lot. N I have love MS office more

@BenDieselBasicAutomotive Год назад

Thank you very much, FROFESSOR! After watching your video, I designed similar forms. Now we are using it in the office and my staff appreciate those forms very much, because they can now organize their tasks easily. We are also beginning to design our VIRTUAL OFFICE so that we could have a platform - where I can monitor their tasks even if am not around our Physical Office. Thank you very much, PROFESSOR! Merry Christmas!

@gajabathiarjuntg2390 3 года назад

Great video Kevin. Thanks for pulling out this informative and helpful video :)

@harkisingh 3 года назад

Brilliant video. Everything was explained so well.

@laurastout3556 3 года назад

Can't wait to play around with this! Thank you!

@swastikszn1781 3 года назад

I really like the introduction of Kevin Hi everyone, Kevin here Today..

@busby44 3 года назад

I don’t

@debojyotisarkar72 3 года назад

Not today, its "too dayyy" well i like his accent

@jawadahmadehssan6251 3 года назад

Thanks Kevin for another amazing piece of work

@skillup323 3 года назад

Great sir!! You really grab handy things for us! ❣️. Thank you

@christinagrieves7963 2 года назад

SO HELPFUL! Thank you so much! 🙏🏻

@k.c1126 3 года назад

This is a great feature. Thanks, Kevin!

@dfwdentalrep Месяц назад

Thanks Kevin! Very thorough and was able to create a customer questionnaire by following your video. It was very straight forward and easy. This is going to save me and my team a ton of time. Plus, it will help us better actually use the data!!

@FGDataPotential 2 года назад

Many thanks kevin! Excellent as usual!

@miladsari3524 Год назад

AMAZING thank you

@barttitulaerexcelbart9400 3 года назад

Thanks Kevin, one small tipp to add: I always start putting the Excel file in a subfolder Questionaires. Otherwise you have book1 book2 etc in your root directory. If you later move the Excel sheet to another directory, the online form is always connected to this Excel file.

@wrmarley 3 года назад

Can you put this on sharepoint and then not have versions?

@victortambafarma4489 3 года назад

truly your tutorials are awesome very easy to understand

@mdmoazzamhossain7455 3 года назад

Man, you are amazing as well as your videos too. They are really helpfull

@catharinabester1452 Год назад

Kevin! You changed my life! I do have a few follow up questions and hopefully someone on this feed can help: 1. Can I connect multiple forms to one data table? 2. For the customer query (submitted through the form), is there an easy way to create a "ticket" to share with a person to process?

@thespanishdoor5855 3 года назад

Thank you, Kevin. Very helpful information

@rsearchtim 3 года назад

You make so many great videos Kevin!!!!

@tmrbagashvili Год назад

I love you Kevin :) this is what I needed right now. thanks a bunch

@kofiAnkraAsareAttrams 3 года назад

Mind blown at the simplicity 🤯

@bensenior4330 3 года назад

Kevin - I love the videos, they are always a big help. Is there a way to embed the Form into an Outlook email so that people can submit their answers directly from the email?

@divyamannam4662 3 года назад

u r a life savior Kevin....lots of love from me...thanks a lot.

@AdamsTaiwan 3 года назад

For personal use, I like using the new Mobile Card view. It works like a form.

@lodukjb 2 года назад

thanks sso much Kevin. i love your tutorials because they are engaging

@rosaluna5220 11 месяцев назад

Great video Kevin. Thank u so much!

@akaraofficials8439 2 года назад

Wow thanks for your sharing, actually I could created it in my own one but after I watched your vdo, that’s more something to learn

@mohamedamine7839 2 года назад

Wonderful video, to feel the power of Microsoft 365. Thanks a lot :)

@rowanmiller5917 3 года назад

Hi Kevin. I'm from Namibia and I stumbled on your channel. This is just what I was looking for. Great work. Regards Rowan

@user-vf6lw1jl3k 5 месяцев назад

Thanks ! your tutos really are the bests and seriously help me step up my skills !

@chinitamadrina2150 Год назад

Wow...this opened a whole new world to me, so easy to do (of course thanks to your explanation) and it works....where you have been all my life....lol....so really Im your new suscriber from today from Chile

@Gaabane205 Год назад

Thanks for your videos. I have gotten more advantages, and I will use it my duty.

@rodelycoy1853 2 года назад

I am learning a lot from your channel. Thank you so much.

@swastikszn1781 3 года назад

Kevin you are a genius

@donnaryan3162 2 года назад

I created a form today that will help me track onboarding new hires. So helpful!

@thomasmccartney5352 3 года назад

Thanks Kevin … really useful

@adrienne4394 2 года назад

I did it! This was so cool, thank you!

@YesitsLily2011 2 года назад

this made my life so much easier! my boss is going to be impressed

@TejedorListo 3 года назад

This is awesome. Now I would like to know how to take the form data, run it through some calculations and spit back a pdf the user can download.

@renzokouken9781 3 года назад

This is much easier than using power automate Thank Kevin

@anilnagre1739 3 года назад

Thanks for this knowledge kavin ,🙏🏻🙏🏻🙏🏻🙏🏻

@sharlingteoh4756 3 года назад

Amazing tutorial that I could create my own professional form now! It would be great if the form enable auto running number for my Invoice.

@mskiara18 9 месяцев назад

Thank you for the helpful tutorial!

@peterneustupny2061 2 года назад

Thanks Kevin. Can I use Microsoft Forms to view data after it has been entered - like with a data entry form, where you can scroll through the rows? I'd like to have something like a data entry form, but with a bit more flexibility in terms of presentation for the user. I think I could do this with a VBA user form. Is that still the best way?

@keithchai8566 Год назад

just completed a simple task for my organization using excel forms .. thx!

@utkarshmadaksira743 3 года назад

Kevin, we need more videos on Power Automate and Power apps. Also, could you please make a video on the expressions used in the email to excel video? Thank you.

@SavageGothamChess 3 года назад

Kevin's studio is so nice that sometimes I even wonder whether it is a virtual background. 😀

@aveerajsharma 3 года назад

😂

@aveerajsharma 3 года назад

Dream Studio

@dhaneshpersaud5519 3 года назад

Great content❤

@lyndaff5703 2 года назад

Thanks this was very easy to follow.

@ayoubniyaz 3 года назад

Ok quick question. In the example you gave, would someone be able to order different quantities of multiple cookie types? Or would that have to be done through a second form submission? Is there a dynamic workaround?

@CyberLinkComputers Год назад

Awesome video sir. Just solved a lot of issues for me. Thanks for the awesome content as always! Best of luck Forever

@elizabethmercedcoleman9180 2 года назад

Your videos are so totally awesome, duuuuuude!!

@swastikszn1781 3 года назад

Another great video

@laurieanger2449 3 года назад

Thanks Kevin! Can you set up 2 forms to consolidate their responses on one excel worksheet?

@lmajiedmary 2 года назад

Hi Kevin. This is the first time I have been to your site and you explained one part of what I needed so well, I decided to write and ask you about the other part. I am part of a team and we have a request form for our colleagues to use when they need assistance. When a request comes in, our team receives an alert and we all go in to see on the excel side and someone completes the rest of the spreadsheet with who is going to assist with the work and the status of the work until completion. Recently, someone on our team went in and added the requests directly onto the spreadsheet on behalf of the requester. This caused some errors like the number of the request that is automatically populated and the status section which has conditional formatting in it. In addition, now when a requester adds something to the form at times it does not show up in the excel spreadsheet. I was wondering if there is a way to correct these issues? I thank you for any assistance you can give!

@kateramos7206 3 года назад

Thanks for the video. I always look for your videos when I am trying to learn a new technology. How would you add a payment plan using this?

@mstep3909 3 года назад

Very helpful. Is there a way to have individuals “check into” an event using forms/excel?

@muhammadTalha2014 Год назад

Thanks a lot Kevin.

@grahamshellswell4513 3 года назад

Great video Kevin, but what if someone wants to order more than 1 type of cookie? I tried to set up a similar form as a purchase requisition form for my company, but got stuck when trying to allow for an unknown number of items to be requested. Each item will have the same base data (requester, approver, department, etc), but of course different description, part no, quantity etc. Any ideas on how this could be accomplished with MS Forms?

@arch.blender1178 3 года назад

Hi Kevin, your videos are great, i have learnt so much. Is it possible to use Forms to update an Excel work tracking spreadsheet that contains multiple jobs with multiple stages that are being worked on by multiple staff members? We just don't want them editing directly in the spreadsheet :) Cheers Nigel

@bhartityagi8183 3 года назад

Very informative video. Thank u

@nerdyturkey312 3 года назад

Hi Kevin. Love your videos. Do you know of any app to simulate typing, eg if you're making a coding video and you want too make it look like you're typing into the IDE?

@torya400 Год назад

Thank you Kevin. What I want to learn is the ability to create a form that requires multiple users (so it feeds the same excel sheet). My sales team has the ability to keep their commissions in the company so they can purchase product or they can request a cash out. I want a form for my sales managers to fill out when my sales team wants to cash out their commission. That request should go to my district management team who will issue/send a check. The sales manager will then fill out a form when the check has been delivered to the team members. Each form captures a date and some different info. Is there a way to capture this all on the same spreadsheet using forms, lists and automate?

@Juan-Hdez 6 месяцев назад

Very useful. Thank you.

@murcielagonawtf 2 года назад

Great video Kevin - thanks. Question - is it possible to assign values to the answers provided? I have questions that depending on the response it will throw a value. I will like to quantify the value of all responses. Is that possible? Thanks.

@joehasson2513 3 месяца назад

Kevin, thanks for this helpful video. Do you have a video on editing the links between the form question & the table in excel? My data is showing in the wrong column in the table.

@monoflop2937 3 года назад

Sehr sehr cool :) thx

@Q8Patriot 2 года назад

Very Helpful, Thanks alot

@eeezieee7858 Год назад

Brilliant!

@lindseyhochhalter9008 Год назад

Thank you so much for the helpful video! This is a perfect solution for my needs. One thing I'm running into as I'm trying to create a pivot table / charts with the data submitted from the form but it won't pull the data as it's entered into the excel as a text value with a leading apostrophe. I've tried to look into VBA solutions to fix this issue, but then it removes the form link feature which I loved. Would you have any solutions to fix this issue I'm running into?

@delaiskandar4937 Год назад

great, thanks kevin.

@arypravkal 3 года назад

Thanks for sharing this video! I used excel form today and it was amazing! So easy to create the survey and the results in excel and summary format was so useful.

@bhsoundman 8 месяцев назад

Hey Kevin, Thanks for the video tutorial. Quick question. Is there a way to have the form automatically reset as if it were a kiosk?

@micodeng317 Год назад

Thanks for the great video, what if we track the order placed to cookie produced, it may have couple people need to update same order, the form can be divided into several sections and let different people update for same line?

@Randomzxc4 2 года назад

Thank you!

@dodymemory 3 года назад

Thanks for the Video Kevin do you think I can use this for my bar stock take ?

@1958zed 3 года назад

Kevin, you are a god! You have NO idea how much time and effort this will save me on certain tasks that I have to do at work. Thank you, thank you, THANK YOU!

@maryammoradi8553 3 года назад

Your videos are absolutely amazing and helpful. I finished two advanced units of Microsoft excel last semester at college but no one taught us these contents. 🙏🙏👍👍👍👍👍

@mohamedthasleem6046 Год назад

Very good video ❤️- I will use it in my work . Can you make a video on power automate please? Your explanation is simple and easier ❤️

@ritikjain222 3 года назад

Very useful video. I want to ask whether we can send certificates that are created in powerpoint through mail merge using this technique. If you make a video on it that will be awesome please include the limit of the certificates we can send through this spreadsheet

@lodijohntv5803 3 года назад

New Subscriber from Philippines :)

@annoythedonkey 2 года назад

This is so cool!

@djfago6240 2 года назад

wow...... amazing Kevin.

@rogeliomartinez2475 2 года назад

Thank you very much

@tariqjabbori3552 3 года назад

Thank you for this amazing video . But I haven't this feature in my office. How can I do it? or which free office can support this feature ( Web form ). Best regards

@JefferyWilson-ge6kq 4 месяца назад

Great video. Is there a way to search the orders from the spreadsheet and update the a field (like the number of cookies ordered?) Like to do it with a form rather than directly on the spreadsheet? Thx.

@mohanrajamani9246 2 года назад

Wow.. I am about to run a survey and you made my day.. Just a quick question. Those who fill out the form do they also need to have the paid office version?

@talktorobi 2 года назад

Wow! you just earned my sub.

@ideasforever4823 3 года назад

hi Kevin, can you post a laptop buying guide video?

@QinisoZungu Год назад

Hi Kevin, I hope you are well. Thank you so much for the tutorial. I have managed to create the form, but when filling it up the information doesn't show on ms excel. what could be the challenge here?