How to create fillable forms in Excel using the UserForm object If you need to gather data and compile it in a Microsoft Excel spreadsheet, here's how to make it easy with a fillable form created using the UserForm object.When you need a user-friendly data input process, create an UserForm. Users who are unfamiliar with Excel will find these forms much easier to navigate than a sheet.
Besides ease of use, they're great tools for restricting choices. In this article, I'll show you how to create a UserForm object, add controls to it, and then use Visual Basic for Applications (VBA) to link the controls to a sheet. You can work with your own data or download the example or file.LEARN MORE: About the dataA UserForm guides data entry, so the first thing you need is a data range.
Figure A shows the simple data set we'll work with. The workbook must be macro-enabled if you're using version 2007 or later.
Click the File tab (or Office button) and choose Save As. Choose a location as necessary. From the Save As Type drop-down menu, choose Excel Macro-Enabled Workbook (.xlsm).Figure A We'll create a simple UserForm that will help users enter new records into this data set. Create the UserForm. The blank UserForm is ready for input controls. We'll add a few text box, combo box, and command button controls. To add the first text box, do the following:.
With the UserForm selected, click Text Box in the Toolbox and then drop it onto the form. If the Toolbox isn't visible, be sure to click the UserForm. It's visible when the UserForm is selected. With the new text box control selected, name it txtGivenName using the property sheet, which will update for the selected element ( Figure D).Figure DUsing Figure E as a guide, add the additional controls listed in Table A and name them. The labels aren't necessary on this simple example, but when creating a UserForm for your own data, you'll probably want to include them. When you do, Excel's default names are usually adequate. Enter a descriptive caption for each label and the two command buttons.
It's a good idea to save your work as you progress.SEE: (Tech Pro Research)Figure E Add the remaining controls.Table A Add codeThe code behind the form makes it work. Don't let the amount of code intimidate you. The Save command button does most of the work. Once you enter all the values, the code in this button will transfer the entered values to the sheet.
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To add code, double-click the UserForm to open its module and enter the procedures in Listing A. (Don't try to copy and paste from this web page because the VBE will object to some web characters.