Create an Excel UserForm

This week, I’ve been working on a client’s Excel file, and we’re using a UserForm for data entry, instead of worksheet cells.

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Data can be entered in the UserForm, and stored in a worksheet, when the form is closed. The UserForm could open automatically when the file opens, or put a button on the worksheet, and click that to open the form.

On the Contextures website, you can find instructions and sample workbooks, for creating a simple UserForm, or a UserForm with drop down lists.

Watch the Excel UserForm Videos

To see the steps for creating an Excel UserForm, you can watch this 3-part Excel Video Tutorial series. You’ll see how to add a UserForm to your Excel file, then put text boxes and buttons on the form.

 

 

 

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5 Responses

  1. Christopher says:

    Hello Debra. This is great! So easy to follow and understand.

    Christopher

  2. Joe Lavery says:

    User forms can be a great introduction for those not quite ready to leap from spreadsheet tables to Access tables.

  3. Ivan says:

    Hello Debra, This piece about excel user forms were great.

    I managed to made one following your instructions.

    I would like to ask if there is a way to control (validate) what data is entered in some fields(i.e. if it is number or text or date)?

    Kind Regrads, Ivan

  4. Kristen Stone says:

    Hello Debra,

    Thanks for creating this UserForm it is so helpful. I downloaded the Excel file from the Contextures.com website but I am having trouble using the “Select Order ID” function. When I select an Order ID it just flashes the first three rows of the user form and doesn’t change the order ID or information.

    Is there a different formula I can use to allow this function to work?

    Thanks,

    Kristen

  5. Loni says:

    Hey Debra, This tutorial makes data entry in MS excel more user friendly.

    Nice tutorial, I have followed it in just a few trial and error.

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