Easy Excel Forms - No VBA & access from any device! - My Online Training Hub
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Date: 2022-04-08
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Comments and reviews: 10
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Per recommendation from Mynda on another video, I'm working on possibly using Forms. One sticking point so far: I need large drop-downs (and some will change each month) for most of my questions. Nothing I could type in. Can Forms use drop-down lists like Data Validation in Excel?
Secondly, the file upload seems to just send a link to the file to the Excel output. It would make things SO easy on my end if the uploaded files would instead populate the Excel output with what's IN the file. Is that possible? I have 100+ users who fill in about 30 columns of data and 1-50 or so rows of data. If all of that data could be uploaded in Forms and combined in the output, that would be incredible.
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Per recommendation from Mynda on another video, I'm working on possibly using Forms. One sticking point so far: I need large drop-downs (and some will change each month) for most of my questions. Nothing I could type in. Can Forms use drop-down lists like Data Validation in Excel?
Secondly, the file upload seems to just send a link to the file to the Excel output. It would make things SO easy on my end if the uploaded files would instead populate the Excel output with what's IN the file. Is that possible? I have 100+ users who fill in about 30 columns of data and 1-50 or so rows of data. If all of that data could be uploaded in Forms and combined in the output, that would be incredible.
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Mai
Hi Mynda, I wonder is there a way that the user can re-use their previously submitted request to re create the same request but with a little tweak to the answers they already provided? For user experience, there are couple requests that are almost the same and the requestor would like to re use what they have submitted before and submit it as next versions. The requestor find that it takes time to go through the questions over again when they already entered it and just need to tweak for other versions.
Thanks for your help.
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Hi Mynda, I wonder is there a way that the user can re-use their previously submitted request to re create the same request but with a little tweak to the answers they already provided? For user experience, there are couple requests that are almost the same and the requestor would like to re use what they have submitted before and submit it as next versions. The requestor find that it takes time to go through the questions over again when they already entered it and just need to tweak for other versions.
Thanks for your help.
reply
Atul
Hi Mynda, thanks for demonstrating how simple creating forms could be. Thanks Microsoft team for developing that tool.
A couple of questions (though you mentioned it is still in preview) ...
1. Is it possible to create multiple pages form using this tool? How? A short demo could help.
2. Could the user design his / her own form layout. Not all the fields need to be that wide ... thereby reducing the length of the form or the number of pages?
Thanks in advance for your answers.
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Hi Mynda, thanks for demonstrating how simple creating forms could be. Thanks Microsoft team for developing that tool.
A couple of questions (though you mentioned it is still in preview) ...
1. Is it possible to create multiple pages form using this tool? How? A short demo could help.
2. Could the user design his / her own form layout. Not all the fields need to be that wide ... thereby reducing the length of the form or the number of pages?
Thanks in advance for your answers.
reply
Tamunosaki
Hello. I created an excel spreadsheet using forms. When creating the forms I originally created about three questions which I later deleted and replaced with another three. However looking at the excel spreadsheet submissions, I see that the original three fields I deleted are still there ( Unfilled) alongside the other fields I created which are of course filled in by respondents.
My question is can I get rid of these three empty columns without messing up my work?
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Hello. I created an excel spreadsheet using forms. When creating the forms I originally created about three questions which I later deleted and replaced with another three. However looking at the excel spreadsheet submissions, I see that the original three fields I deleted are still there ( Unfilled) alongside the other fields I created which are of course filled in by respondents.
My question is can I get rid of these three empty columns without messing up my work?
reply
Susan
Great tutorial, I've managed to set up quite a lengthy form for data input. I've set a number of questions to numeric, put some dummy data in, and now want to generate a pivot table with the average values. However these display as 0. Checking the cell where the data is stored it has an inverted comma e.g. '5 so stored as text, and the data is left justified. How do I get the numeric values to be stored as numeric as you have done in the example at 8:30 mins. Thank you.
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Great tutorial, I've managed to set up quite a lengthy form for data input. I've set a number of questions to numeric, put some dummy data in, and now want to generate a pivot table with the average values. However these display as 0. Checking the cell where the data is stored it has an inverted comma e.g. '5 so stored as text, and the data is left justified. How do I get the numeric values to be stored as numeric as you have done in the example at 8:30 mins. Thank you.
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Asad
Is it possible to source the questions from an already build excel sheet?
Let's say, I have a list with actions numbers (unique values) and I need information about specific Action number, the details about that action. (If it's EPO or not) that I need from the users, can I somehow automate it in a way that specific action number goes as the 'question' of the form and the set of answers to chose from?
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Is it possible to source the questions from an already build excel sheet?
Let's say, I have a list with actions numbers (unique values) and I need information about specific Action number, the details about that action. (If it's EPO or not) that I need from the users, can I somehow automate it in a way that specific action number goes as the 'question' of the form and the set of answers to chose from?
reply
Carl-Jan
Great insight in this option of using forms. I have a question. I want to use forms to create a overview of records which I want to further want to add data in the original records. How can this be done, also using the forms format to ad information? Hope to hear from you. Thank you in advance for a reaction.
reply
Great insight in this option of using forms. I have a question. I want to use forms to create a overview of records which I want to further want to add data in the original records. How can this be done, also using the forms format to ad information? Hope to hear from you. Thank you in advance for a reaction.
reply
pov_dave
I noticed that any numerical input in Forms is transcribed to Excel with a leading apostrophe, for example, if I enter 300 in Forms, it shows up as '300 in Excel. As a result, you can't easily play with the data in forms. Am I missing something or is there a workaround to this?
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I noticed that any numerical input in Forms is transcribed to Excel with a leading apostrophe, for example, if I enter 300 in Forms, it shows up as '300 in Excel. As a result, you can't easily play with the data in forms. Am I missing something or is there a workaround to this?
reply
Boycott
Might have been useful to mention right at the start that you need a business account and not a personal account to implement the form (with file upload) and to have the option to continue to receive data while opening the excel spreadsheet.
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Might have been useful to mention right at the start that you need a business account and not a personal account to implement the form (with file upload) and to have the option to continue to receive data while opening the excel spreadsheet.
reply
Fantasy
What I do is create a Summary workbook with power queries that pulls from the form data spreadsheet and allows easy data cleanup. The Power query is great when you want to combine answers to branching questions, by merging columns
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What I do is create a Summary workbook with power queries that pulls from the form data spreadsheet and allows easy data cleanup. The Power query is great when you want to combine answers to branching questions, by merging columns
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