Modern Excel Data Entry Work Form Tutorial

Ғылым және технология

🔥 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
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Пікірлер: 406

  • @KevinStratvert
    @KevinStratvert2 жыл бұрын

    🏫 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: kzread.info/head/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY

  • @wilfdarr

    @wilfdarr

    Жыл бұрын

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

  • @LoC28C

    @LoC28C

    Жыл бұрын

    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

    @nangru06

    9 ай бұрын

    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

    @ritashaarora3269

    9 ай бұрын

    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?

  • @peterlee968
    @peterlee9683 жыл бұрын

    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
    @k.c11263 жыл бұрын

    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!

  • @MsMedic91
    @MsMedic912 жыл бұрын

    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!!!

  • @texasseastar
    @texasseastar3 жыл бұрын

    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!

  • @sprucesteven
    @sprucesteven3 жыл бұрын

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

  • @BenDieselBasicAutomotive
    @BenDieselBasicAutomotive Жыл бұрын

    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!

  • @CShellProductions
    @CShellProductions3 жыл бұрын

    I get SO MUCH from your KZread tutorials! Thanks for doing this!!!

  • @yt_bharat
    @yt_bharat3 жыл бұрын

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

  • @stuartbrown3859
    @stuartbrown38592 жыл бұрын

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

  • @VivendocomRafa717
    @VivendocomRafa7173 жыл бұрын

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

  • @barttitulaerexcelbart9400
    @barttitulaerexcelbart94003 жыл бұрын

    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

    @wrmarley

    3 жыл бұрын

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

  • @catharinabester1452
    @catharinabester1452 Жыл бұрын

    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?

  • @AdamsTaiwan
    @AdamsTaiwan3 жыл бұрын

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

  • @dfwdentalrep
    @dfwdentalrep20 күн бұрын

    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!!

  • @bensenior4330
    @bensenior43303 жыл бұрын

    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?

  • @swastikszn1781
    @swastikszn17813 жыл бұрын

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

  • @busby44

    @busby44

    3 жыл бұрын

    I don’t

  • @debojyotisarkar72

    @debojyotisarkar72

    3 жыл бұрын

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

  • @harkisingh
    @harkisingh3 жыл бұрын

    Brilliant video. Everything was explained so well.

  • @maryammoradi8553
    @maryammoradi85533 жыл бұрын

    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. 🙏🙏👍👍👍👍👍

  • @kofiAnkraAsareAttrams
    @kofiAnkraAsareAttrams3 жыл бұрын

    Mind blown at the simplicity 🤯

  • @gajabathiarjuntg2390
    @gajabathiarjuntg23903 жыл бұрын

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

  • @keithchai8566
    @keithchai8566 Жыл бұрын

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

  • @sharlingteoh4756
    @sharlingteoh47563 жыл бұрын

    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.

  • @utkarshmadaksira743
    @utkarshmadaksira7433 жыл бұрын

    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.

  • @TejedorListo
    @TejedorListo3 жыл бұрын

    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.

  • @peterneustupny2061
    @peterneustupny20612 жыл бұрын

    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?

  • @lmajiedmary
    @lmajiedmary2 жыл бұрын

    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!

  • @SavageGothamChess
    @SavageGothamChess3 жыл бұрын

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

  • @aveerajsharma

    @aveerajsharma

    3 жыл бұрын

    😂

  • @aveerajsharma

    @aveerajsharma

    3 жыл бұрын

    Dream Studio

  • @laurastout3556
    @laurastout35562 жыл бұрын

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

  • @donnaryan3162
    @donnaryan31622 жыл бұрын

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

  • @arypravkal
    @arypravkal3 жыл бұрын

    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.

  • @joehasson2513
    @joehasson25132 ай бұрын

    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.

  • @grahamshellswell4513
    @grahamshellswell45133 жыл бұрын

    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?

  • @jawadahmadehssan6251
    @jawadahmadehssan62513 жыл бұрын

    Thanks Kevin for another amazing piece of work

  • @renzokouken9781
    @renzokouken97813 жыл бұрын

    This is much easier than using power automate Thank Kevin

  • @arch.blender1178
    @arch.blender11783 жыл бұрын

    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

  • @akaraofficials8439
    @akaraofficials84392 жыл бұрын

    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

  • @JenniferLaveryFBE
    @JenniferLaveryFBE3 жыл бұрын

    I've been training people in our org to use this method, and we integrated Approvals using Flow. Unfortunately, there was an incident with our Finance forms where the form suddenly stopped syncing to the spreadsheet periodically. We kept noticing gaps in ID numbers. The only way to fix it was to sync to a new spreadsheet, which meant we had to redo all the Power Automate Flows. Pain in the bottom. But still far and away the best way to do data collection and eliminate paper forms and needless data entry exercises for the staff.

  • @kateramos7206
    @kateramos72063 жыл бұрын

    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?

  • @chinitamadrina2150
    @chinitamadrina2150 Жыл бұрын

    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

  • @nerdyturkey312
    @nerdyturkey3123 жыл бұрын

    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?

  • @laurieanger2449
    @laurieanger24493 жыл бұрын

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

  • @ayoubniyaz
    @ayoubniyaz3 жыл бұрын

    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?

  • @victortambafarma4489
    @victortambafarma44893 жыл бұрын

    truly your tutorials are awesome very easy to understand

  • @christinagrieves7963
    @christinagrieves79632 жыл бұрын

    SO HELPFUL! Thank you so much! 🙏🏻

  • @mstep3909
    @mstep39093 жыл бұрын

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

  • @murcielagonawtf
    @murcielagonawtf2 жыл бұрын

    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.

  • @rowanmiller5917
    @rowanmiller59173 жыл бұрын

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

  • @torya400
    @torya400 Жыл бұрын

    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?

  • @skillup323
    @skillup3233 жыл бұрын

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

  • @micodeng317
    @micodeng317 Жыл бұрын

    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?

  • @anilnagre1739
    @anilnagre17393 жыл бұрын

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

  • @divyamannam4662
    @divyamannam46623 жыл бұрын

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

  • @amBRC10
    @amBRC107 ай бұрын

    Thanks Kevin! Can you do a video on creating a form linked to an existing spreadsheet so that admin staff can suggest changes that need to be made?

  • @mdmoazzamhossain7455
    @mdmoazzamhossain74553 жыл бұрын

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

  • @Google...ChangeMyHandle
    @Google...ChangeMyHandle2 жыл бұрын

    Thanks Kevin, do you know of a way to perform this with quizzes and access live data with total score column present?

  • @k.c1126
    @k.c11263 жыл бұрын

    This is a great feature. Thanks, Kevin!

  • @DanielRiceOnGoogle
    @DanielRiceOnGoogle2 жыл бұрын

    Can't believe I've been doing this all wrong for years. Thanks!

  • @user-vf6lw1jl3k
    @user-vf6lw1jl3k4 ай бұрын

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

  • @mohamedthasleem6046
    @mohamedthasleem6046 Жыл бұрын

    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 ❤️

  • @thespanishdoor5855
    @thespanishdoor58553 жыл бұрын

    Thank you, Kevin. Very helpful information

  • @lindseyhochhalter9008
    @lindseyhochhalter9008 Жыл бұрын

    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?

  • @ideasforever4823
    @ideasforever48233 жыл бұрын

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

  • @YesitsLily2011
    @YesitsLily2011 Жыл бұрын

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

  • @JefferyWilson-ge6kq
    @JefferyWilson-ge6kq3 ай бұрын

    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.

  • @ritikjain222
    @ritikjain2223 жыл бұрын

    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

  • @rodelycoy1853
    @rodelycoy18532 жыл бұрын

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

  • @1958zed
    @1958zed3 жыл бұрын

    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!

  • @mohamedamine7839
    @mohamedamine78392 жыл бұрын

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

  • @jorgeluquin6446
    @jorgeluquin6446 Жыл бұрын

    OMG, I loved it, I've already spent the entire day trying to figure out something like this to make it simple for my estimators to upload their projects. How can this be extended to a list of components for a roofing system? The columns are always the same ID, Cost Code, Title, Unit Price and Unit Type but each rood has several lines, one for the membrane, one for the Cover Board, one For the Insulation, one for Fasteners and so on. I don't see how to use this but instead a Fully Automated Data Entry and the coding is driving me crazy.

  • @swastikszn1781
    @swastikszn17813 жыл бұрын

    Kevin you are a genius

  • @bhsoundman
    @bhsoundman8 ай бұрын

    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?

  • @sivanathv9868
    @sivanathv98683 жыл бұрын

    Please do a detailed and complete explanation of using the Excel charts.

  • @lodukjb
    @lodukjb Жыл бұрын

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

  • @tubeampsrule1
    @tubeampsrule13 жыл бұрын

    I like pairing this with and accessing the entries from another file using power query

  • @soniaaqua6129
    @soniaaqua61293 жыл бұрын

    Is Adobe the safest or best previewer to use in MS Outlook, etc.? Thanks. Also, read the article you were featured in CNBC. Congrats

  • @tmrbagashvili
    @tmrbagashvili Жыл бұрын

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

  • @FGDataPotential
    @FGDataPotential2 жыл бұрын

    Many thanks kevin! Excellent as usual!

  • @abdulhakimhassan8956
    @abdulhakimhassan89563 жыл бұрын

    Hi Mr.Kevin, I do appreciate this quick create excel form, but I was wondering how can I insert a signature if a create an attendance form. Please give us guidance on how to do it. Thank You

  • @dodymemory
    @dodymemory3 жыл бұрын

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

  • @QinisoZungu
    @QinisoZungu Жыл бұрын

    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?

  • @Allday1219
    @Allday12199 ай бұрын

    Thank you can you elaborate a bit more for example multiple cookie types with different order quantities?

  • @miladsari3524
    @miladsari3524 Жыл бұрын

    AMAZING thank you

  • @Gaabane205
    @Gaabane205 Жыл бұрын

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

  • @catglobalNA
    @catglobalNA Жыл бұрын

    Hey Kevin, I love the Videos, in this one, I have added and the form is great. I am hoping to adjust the "Sold" Column on the Master Sheet from the Value added by the Form in the "QTY" Column on the Form sheet. The issue is that if the buy 20 items, the Value pushed to Excel is '20 instead of 20 with a ' in front. Because of this, I cannot use a Index Match to alter "Sold". Can you Help PLEASE!! :) Thank you so much

  • @Esgala2024
    @Esgala2024Ай бұрын

    what if i want to change the look of the excel sheet? i want it to look like a decently looking document that i can print that has headers and footers and a company logo for example.

  • @irondawg1911
    @irondawg1911 Жыл бұрын

    High, Kevin. Great tutorial. Is it possible to create a form from an existing excel spreadsheet?

  • @mohanrajamani9246
    @mohanrajamani92462 жыл бұрын

    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?

  • @tariqjabbori3552
    @tariqjabbori35523 жыл бұрын

    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

  • @rsearchtim
    @rsearchtim3 жыл бұрын

    You make so many great videos Kevin!!!!

  • @LJC320
    @LJC3203 жыл бұрын

    Awesome!!! I can't wait to start creating forms for my employer. Does this pretty much replace Survey Monkey & election runner?

  • @norlidakasmuri9241
    @norlidakasmuri92413 жыл бұрын

    Hi Kevin Love your videos Can u teach how to gather data from MS Team?

  • @johnmanivong3222
    @johnmanivong32223 жыл бұрын

    Hi Kevin, too bad I am retired but it is very interesting, Exel comes this far.

  • @devendrabain7748
    @devendrabain77483 жыл бұрын

    Is it possible to use multiple dependent dropdown list in this form?

  • @jerburatzkie
    @jerburatzkie3 ай бұрын

    When you said Kevin Cookie Company, the first thing that came to my mind was The Office's Kevin Malone! 😆😆🤣🤣

  • @GovenDees
    @GovenDees3 жыл бұрын

    Great tool for a survey. Does anyone know how the form (survey) gets sent to someone as an email i.e. Is it sent as an attachment or is the form displayed on the email body itself.

  • @Atiffan2
    @Atiffan22 жыл бұрын

    Thanks for the video! I need to create a workflow. How can I reference the row in another form and send it to another department? For example, in your video the cookie order would go to say the kitchen so they know to start cooking and then another e-mail would go to packaging once cookies are ready. Let me know if this is a workflow you have created. Thanks!

  • @adrienne4394
    @adrienne43942 жыл бұрын

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

  • @2JSinc
    @2JSinc3 жыл бұрын

    Hi Kevin, Thank you for this, but sadly it is just like what google forms does, any idea how to make this into a full CRUD and also add an ability to print a formatted receipt using this... thanks again

  • @lyndasawyer7346
    @lyndasawyer7346 Жыл бұрын

    Kevin, First, thank you for providing such easy to understand steps on creating forms that populate an excel file. I have successfully complete the form and when I enter test data, it is populated in the excel file. I 'shared' the form link to a colleague to test. (My concern was I created the form in my 'My Cloud' space and was not sure if it could be shared from my personal 'My Cloud' space. ) But my colleagues data did NOT populate in the excel file. After submitting the form, my colleague confirmed she did receive the message, that her information was received. What step am I missing?

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