How to Customize the Excel Data Entry Form

I’ve posted a few versions of the Excel Worksheet Data Entry Form, starting with the original version that Dave Peterson created. Thanks for your comments and suggestions, which give me ideas for enhancing it.

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Customize the Data Entry Form

If you download the sample file, you’ll probably want to customize the data entry form, to suit your data. There are instructions on the Contextures website now, that explain how to change the fields, and add new fields.

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Watch the Customize the Data Entry Form Video

To see the steps for customizing the data entry form, watch this short Excel video tutorial.

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11 Responses

  1. Martin says:

    Hi Debra:

    I am on my way to adapt this form, and combine it with the combo selector that excludes previous selections, to include it into a Userform.

    I am thinking on using a DataGrid or a FlexGrid, that is, a grid to be displayed in the UserForm, and if possible, to adapt the logic used on this form into the grid.

    Is that possible? Was I eating way to much and I am starting to loose it??

    BTW, hope you had a wonderful Xmas, and all the best for your 2011. !!

    Rgds,

    Martin

  2. Hi Martin, that might be possible, but I haven’t tried anything similar, so can’t say for sure. If you try it, please let me know how it goes.
    And thanks, the holidays were great, and all the best to you too!
    Debra

  3. Martin says:

    Debra,

    my problem is that I am unable to even use the flexgrid at the VBE. Everytime Y tried to insert it, there’s always an error message, that the subject is not trusted for the specified action.

    I’ve googled it, and it seems to be related to a MS update, but honestly, I don’t see how to fix it, and probably, when distributing the file, I might face the same issue, so I’m back to zero.

    do you know how to show a “shopping list” within a userform?

    Rgds,

    Martin

  4. Martin, do you mean a list of items, with check boxes? If so, you could use the list box instructions here, for a user form list box:

    http://www.contextures.com/excelvbalistboxcreate.html

  5. Martin says:

    Not exactly.
    I have a product list, and also created the sorted one to be used on the ComboBox.
    On my form, I have this ComboBox, which I use to select the product I want, and every time I pick one, it is automatically deleted from the shown list.

    Also have a TextBox for the Qty and another one for the Unit Price. This list one retrieves the unit price from the product List, and gives me the ability to change it in the case I decided to, for instance, to give a discount on that product.

    finally, I have a button to add this info to the shopping list.
    My problem is that I don’t know how to show that list.

    I first thought on this flexgrid, but it seems I won’t be able to use it.
    Then I thought on a text list. Every new item will be added to the preceding text string, and that is my winning idea so far.

    The problem arises when I need to delete a product from the shopping list.
    I thought on entering the row No., find it somehow on the string, and delete it. Clearly, a lot of work.

    I’m beginning to think that perhaps I’ll just leave the form I’ve done in Excel, and give up….. Unless, of course, you have some wisdom to share….

    Thanks,

  6. Rachel says:

    I have everything working except for the record part of it. I have a cumulative totals at the top of the database and need a way so that when you are going through the records it doesn’t say 7 of 2. I have 6 rows in front of the start of the records instead of just one row. Is there a way I can make it so that it starts the count at row 7 and not row 2?

  7. nats says:

    HI Debra!

    I just want to adapt this Userform for my project in school. Can you do a sample the same as this userform but the Data Entries MUST NOT on the same column like what you have here in your sample video, its in one column, its in Column D. Mine should be entered in different cells like D1, A2, C3, G4 and so fort. Some of the cell will be transferred to the Record Sheet and some will be retained in the form. Can you also give me a code for this especially on how to do the scrolling (NEXT, PREVIOUS. I would greatly appreciate it if you could help me fix this problem. Thanks a lot! and more power to you.

  8. Keith says:

    I would like to password protect the “input” screen and only allow data to be enetered into the white cells. When I do this, the data that goes into the white cells does not disappear when “add to database” is selected. The data does go to the neighboring sheet as designed, the cells on the input sheet just don’t reset.

  9. sai babu says:

    HI,

    Thanks for your “FormSheet.xls” (old version).

    This “moddata” macro ( used for update the entered details in “partsdata” sheet is accepting only 53 cells data. (like d1,d2,d3……d53).

    If I add more cells than 53 and when the macro run, it shows 1004 error.

    How to increase this macro for more than 53 cells data, which is going to update in “partsdata” sheet.

    Regards,
    sai babu

  10. Kevin says:

    Is there a way to use your own form? Also what about drop down lists etc.?

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