anata Excel Data Entry and Update For % Contextures <. v SSeS ATER, lo Cece Peon) Excel Data Entry and Update Form Thanks to Dave Peterson, who created the first version of the data entry form. Excel Data Ent Form Oven Data Enty Fom Workbook Setup EnterNew Dal Navas Tivouth Stoo Recons Selecta Specie Record Unda Recor ‘Add New Fields Update he 5 (atch ie Excl Data Eny Pom Cusiomize Video Colour up Dowrioad the Excel Data Erisy Form : Excel Daa Eny Forms Tulofals your business. Excel Data Entry and Update Form Overview With this Excel data entry form, you can enter or update records on the data entry worksheet (named Input). The forms features help you enter your data quickly and accurately: ‘+ Drop down ists, created with data validation, help users enter the correct information. ‘+ Make some fields mandatory, so users can't leave them blank. * Click a button, to save the record and clear the data entry cells. + Use navigation buttons to see the saved data ‘= Select a specific record to view or update. Geena a ee ae ‘ ms 2 3 Parts Orders Data Entry : een Order 10 x4 s] pat oh ao a Qty, x jt sce © teal = Update | Add Data Entry Form Workbook Setup There are 3 worksheets used in the data entry and data storage process: ‘= Input - the data entry sheet, This can be protected, so users are only able to enter data in the unlocked calls. + PartsData - the database sheet. This can be hidden, so users don't accidentally delete the data or change the layout vwow.contextures.com/exceldataent-yupdataform hm! 18anata Excel Data Entry and Update Form 4 ny ‘+ LookupLists - item lists used for data validation drop dow lists. Enter New Data To enter a record 4. Goto the data entry worksheet (named Inpul) 2. Type a value in each mandatory data entry cell, or select from a drop down lst 43. The Price calculation is based on a VLOOKUP formula, and the Total formula multiplies the quantity by the price 4, Click the Add button, to copy the record to the database of slored records, located on the PartsData sheet 5. mandatory fields are not filed in, a warning message will appear, and the record is not added to the dataoase. 6, Hall the mandatory fields have been filed in, the data entry cells are automaticaly cleared, so you're ready to enter another new record Parts Orders Data Entry Order 1D |_0702 Pert |_Soring x fon (2 < Price| Total| sda: Navigate Through Stored Records To see the records that are stored on the database sheet, use the Navigation buttons. Click the navigation buttons to go to: + First record fe + Previous record < + Next record > * Last record >] r, type a record number in the yellow cel, to view that record number Select a Specific Record Instead of scrolling through all the records, you can select a specific record, based on its 'D number. In the sample workbook, the Order number is used as the ID number. 4. Select the yellow cell under the "Select Order ID" heading 2. Click the drop down arrow, and select an ID number inthe lst vwow.contextures.com/exceldataent-yupdataform hm! 218anata Excel Data Entry and Update Form J Iki uw SOL ‘Select Order ID =: aaa auch Ferds| nice 5 Fase > Update a Record While you are viewing a record, you can change its data, then click the Update button to ‘copy those changes to the database. For example, if you discovered that there was an error in the order quantily, you could change i. The Total formula on the Input sheet would automatically recaloulate, to show the revised amount. When you're finished changing the record, click the Update button, and the revised data will appear in that record on the database sheet, The Update Code Before updating the database record, the Update code checks to see of all the mandatory data entry cells are filed in. lf they aren't, a message appears, and the code stops. running. This prevents you from accidentally overwriting an existing record with blank cells. Hall the data entry cells are filed in, the Update code: puts the current date and time in the selected record's rowof the database adds the User Name from the Excel application copies the revised data to the database clears the data entry cells on the Input sheet Change Field Names After you download the sample Excel data entry form workbook, you can customize it by changing the field names, to match your data, 4. On the data entry sheet, select a cell wth a field name that you want to change 2. Type a new name forthe field 2 3 Parts Orders Data ey 5 Order 1B [_10102) 8 Part|_ Spring 7 Location |_Shop 3 oo 7500.00 Wedate | ats 3, Switch to the Database worksheet 4. Make the same change to the field name in the column headings. 3 vwow.contextures.com/exceldataent-yupdataform hm! a8