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Video Tutorial: Excel Forms

Easily find, edit, add and delete records in an Excel data table using the forms tool.QAT

Excel’s Form tool simulates a database user interface when working with structured tables holding multiple records in Excel.

It’s super simple to use and requires absolutely NO setting up.

The Form tool isn’t available in Excel’s default ribbon though, so you’ll need to add it to the ribbon or Quick Access Toolbar before you can use it – but this is pretty simple too.


Add the ‘Forms’ tool to your QAT (Quick Access Toolbar).

Click the QAT dropdown to customize commands

Select ‘More Commands’ from the list

More Commands

Change ‘Choose Commands From:’ to ‘All Commands’ using the dropdown box

More Commands

Select ‘Form…’ from the list below & Click ‘Add>>’

More Commands

Use Excel’s ‘Forms’ tool to find, edit, add and remove records in your data table

    Select a cell within a table or range of data in your worksheet
    Click the Forms icon in your Quick Access Toolbar
    Navigate between or edit records using the Next, Previous, Criteria, New and Delete buttons on the form

      Watch this tutorial on adding the tool to your QAT

      This tutorial will show you the ‘Form’ tool in action

    Good Luck!!
    As always… If you need something customised especially for your business – we’re here.
    Cheers,
    Danielle

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