[Ultimate Guide] How to Create a Form in Excel?

Microsoft Excel has got some extremely dope features that enable you to execute a huge variety of tasks in it. You can even create a form in Excel directly without having to manually transfer data from a physical register onto Excel.

Steps to create a form in Excel

Let’s gets started with this detailed step-by-step guide to create a form in Excel.

1. Creating a table with headers

To begin, we first need to create the heading columns of the dataset that we want for our form.

Selected Cells for Table Formatting create a form in Excel. — Selected Cells for Table Formatting

Select the number of cells that are equal to the number of headings of your table.
Press CTRL + T on your keyboard.
Hit OK to create a table, or
Go to the Insert tab and select Table under the Tables section.
Hit OK to create a table.

The selected cells have now become the headers of your table, like this-

Cells with Table Formatting create a form in Excel. — Cells with Table Formatting

2. Creating a Forms tab in Excel

Rename the headers as you like.
Select all the headers of the table.
Go to the File tab, select Options at the left.
Once the Excel Options window opens, go to Customize Ribbon.

Excel Options create a form in Excel. — Excel Options

Select All commands under Choose commands from: options.

Select Form… from the list below.

create a form in Excel. Form Options — Form Options

Now, click the New Tab button under Main Tabs.
Rename the new tab to “Form” or whatever you like by clicking the Rename button.
Now, select New Group (Custom) and click the Add button in the middle of the window.
Hit OK to proceed.

You can now see a new tab added with your main tabs, like this-

3. Using Forms for data entry

Select a cell in your table created earlier and click the newly generated Form button under the Form tab.
A new window opens showing all headers of your table in the form.
Once you’ve filled in the details, click New to add the data to the table.

Here is a specimen of how the details filled in the form will show up in your table-

3. Deleting an entry

To delete an entry from the table-

Select any one cell from that entry.
Go to the Form tab and select Form.
Press Delete to permanently delete that entry from the table.

4. Deleting the Form tab

Once you are done adding data to the table, you can delete the Form tab from Excel.

To delete the Form tab in Excel-

Go to the File tab and select Options at the left.
Once the Excel Options window opens, go to Customize Ribbon.
Under Main Tabs, select the Form (Custom) tab.
Press Remove in the middle of the window.
Hit OK.

You can no longer see the Form tab in Excel as it has been successfully removed.

Conclusion

This was all about creating a form in Microsoft Excel. Follow these steps carefully to create a form and add necessary data to a table, effortlessly. Stay tuned for more tutorials and let us know if you found this article helpful in the comments!