Want to automate data entry in Excel? In this step-by-step tutorial, I'll show you how to create a sleek and professional automated data entry form that makes collecting responses effortless!
What You'll Learn:
✔️ Design a user-friendly form with text fields, checkboxes, drop-downs, and a submit button
✔️ Apply conditional formatting and data validation to control input
✔️ Automate data collection using Excel macros (no coding required!)
✔️ Protect your form to prevent unwanted changes
✔️ Save your form as a macro-enabled workbook for easy use
We'll build a cookie order form for the Kevin Cookie Company, but you can customize it for any business or project! Whether you're tracking inventory, logging customer orders, or collecting survey responses, this tutorial has you covered.
By the end, you'll have a fully automated Excel form that submits data with a click—no manual entry needed!
Host: Kevin Stratvert
⌚ TIMESTAMPS
00:00 - Introduction
00:30 - Insert a Logo
01:37 - Build the Form Layout
03:16 - Format the Form
05:25 - Add a Place Order Button
06:42 - Insert Checkboxes
07:31 - Show Quantity Field Only When Checked
11:56 - Create a Dropdown for Delivery Method
13:20 - Restrict Delivery Date to Valid Dates
14:06 - Remove Gridlines & Add Borders
15:14 - Apply a Themed Background
16:02 - Test the Form with a Sample Order
16:48 - Link Form Fields to a Response Sheet
19:13 - Record a Macro to Capture Form Data
23:08 - Run a Macro Test
24:11 - Assign Macro to the Place Order Button
24:50 - Protect the Form from Edits
27:52 - Enable Full-Screen Kiosk Mode
28:20 - Save as a Macro-Enabled Workbook
29:25 - Wrap Up
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