Using a Data Form
You’ll need to add the Form button to the Ribbon or the Quick Access Toolbar, use the following procedure to add it to the Quick Access Toolbar.
- Select the arrow by the Quick Access Toolbar.
Select More Commands.
In the Excel Options dialog box, select All Commands from the Choose Commands from list.
- Select Form from the list on the left.
Select Add.
Select OK to close the dialog box.
Now you can create your form, use the following procedure.
- With your cursor anywhere in the data on the worksheet, select the Form tool from the Quick Access Toolbar.
Your form is automatically created.
To add a new row of data, use the following procedure.
- In the data form, select New.
- Enter the information into each text field. You can press the TAB key to go to the next field. Press Enter to complete the record and go to another new record. Excel extended the worksheet behind the form down for each new record you create.
To change the data in a row, use the following procedure.
- If you have not yet entered the data by pressing Enter, you can select Restore to return the data to what is stored on the worksheet.
- Otherwise, first find the row you want to change. Then simply type over the old data.
- Press Enter to update the row.
To delete a row, use the following procedure.
- Find the row that you want to delete.
- Select Delete.
- In the confirmation message, select OK. Note that you cannot undo a row deletion after you have confirmed it.
To find a row by navigating, use the following controls:
- The scroll bar allows you to move through one row at a time. Select the up or down arrows to move through the data.
- The scroll bar also allows you to move through the data 10 rows at a time. Select the scroll bar in the area in between the arrows.
- Find Previous allows you to move to the previous row in the data.
- Find Next allows you to move to the next row in the data.
To find a row by searching, use the following procedure.
- Select Criteria.
Excel displays a blank form.
- Enter information in one or more fields to indicate your criteria. You can select Clear to start over. You can also use the following wildcards:
- ? to replace a single character (sm?th finds “smith” and “smyth”)
- to find any number of characters (*east finds “northeast” and “southeast”)
- ~ followed by wildcard character finds a question mark, an asterisk or a tilde
You can now scroll (Find Prev or Find Next) through any matching records.
Select Form to return to the form.