How to Create Fillable Forms in Excel - Employee Engagement Survey Template
HOW TO CREATE FILLABLE FORMS IN EXCEL // Learn to create a fillable form in MS Excel using interactive drop-down lists that populate text in other areas of the form. See how you can pull in data from another table using VLOOKUP and how you can program conditional text to appear using the IF formula. Take advantage of MS Excel functionality to create your form, then format it so that it looks like a form document and not a spreadsheet. Watch this video to see several formatting tips and techniques. Also see how to make your data table tabs Very Hidden.
In this video we create an Employee Engagement Survey as an example form. This formatted template including the IF and VLOOKUP formulas is available for purchase and download at: https://www.etsy.com/listing/875846662/employee-engagement-survey-ms-excel?ref=listing_published_alert
TIP: Use the "Jump To" TimeStamp Links below to go directly to that part of the video to re-watch one of these tutorial highlights.
- Introduction - 00:00
- Form Page Layout - 02:55
- Merge Cells & Cell Alignment - 04:53
- Create Drop-Down In Excel - 06:19
- Link Text to Drop-Down Using IF Formula - 08:43
- Insert Check Boxes - 11:05
- Link Text to Drop-Down Using VLOOKUP - 13:43
- Wrap VLOOKUP in IFERROR to make "hashtag not-applicable" Disappear - 19:12
- Excel Form Formatting - 21:39
- How To Hide Tabs & Make Very Hidden - 24:09
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RESOURCES & GEAR
✦ Screen Recording Software: https://techsmith.z6rjha.net/NZG5b
✦ Green Screen: https://amzn.to/2DnHsY2
✦ Camera: https://amzn.to/39KvpQA
✦ JotForm: https://www.jotform.com/pricing/?utm_source=sharon-smith&utm_campaign=jf1&utm_medium=blog
✦ PresenterMedia: https://shareasale.com/r.cfm?b=417324&u=2065055&m=43706&urllink=&afftrack=
Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel!
__________
NOTE: If you found this content helpful, please consider donating to my channel from this PayPal link: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=AJJ6SXERNDMYA&source=url. Your donation, no matter what amount, is greatly appreciated and goes towards producing content that enhances your productivity and elevates your skills. Thanks for supporting this channel!
__________
FREE DOWNLOADS:
✦ Visit https://mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals.
__________
CONNECT WITH ME:
Visit my website: https://www.sharonsmithhr.com for more information, tools and resources.
LinkedIn: https://www.linkedin.com/in/sharonsmithhr
Twitter: https://twitter.com/SharonSmithHR
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KEYWORDS: #MSExcel, #M365, How To Create Fillable Forms in Excel, How To Create Drop-Down List in Excel, How To Create a Form in Excel, Link Text to Drop-Down Using IF Formula, Link Text to Drop-Down Using VLOOKUP, Insert Checkboxes in Excel, How To Hide Worksheet Tabs in Excel, Employee Engagement Survey Template, How To Hide Spreadsheet in Excel, How To Hide Workbook in Excel, How to Unhide Very Hidden Tabs in Excel, Excel Fillable Forms, Excel Tutorial, Excel Lesson, Excel Tips and Tricks, Sharon Smith HR, @SharonSmithHR
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PLAYLISTS:
➤Creating Fillable Forms: https://www.youtube.com/watch?v=YktZ3B-tyqs&list=PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv
➤PowerPoint Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMcFRbsZO5wkXgYjBG4meRM
➤ Excel Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuNjHDGgNeuGrGwOvh4JQC90
➤ Excel Quickies (Around 2 Minutes): https://www.youtube.com/playlist?list=PLb80efKTbWuPI7fEWtroXHvJHhx5FnVMW
➤ Word Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMotoYEXBFMlB3PtsBlFn45
➤ Welcome | About Me: https://www.youtube.com/playlist?list=PLb80efKTbWuOd17uW4U2V8Xip0sTAfkLR
Видео How to Create Fillable Forms in Excel - Employee Engagement Survey Template канала Sharon Smith
In this video we create an Employee Engagement Survey as an example form. This formatted template including the IF and VLOOKUP formulas is available for purchase and download at: https://www.etsy.com/listing/875846662/employee-engagement-survey-ms-excel?ref=listing_published_alert
TIP: Use the "Jump To" TimeStamp Links below to go directly to that part of the video to re-watch one of these tutorial highlights.
- Introduction - 00:00
- Form Page Layout - 02:55
- Merge Cells & Cell Alignment - 04:53
- Create Drop-Down In Excel - 06:19
- Link Text to Drop-Down Using IF Formula - 08:43
- Insert Check Boxes - 11:05
- Link Text to Drop-Down Using VLOOKUP - 13:43
- Wrap VLOOKUP in IFERROR to make "hashtag not-applicable" Disappear - 19:12
- Excel Form Formatting - 21:39
- How To Hide Tabs & Make Very Hidden - 24:09
__________
RESOURCES & GEAR
✦ Screen Recording Software: https://techsmith.z6rjha.net/NZG5b
✦ Green Screen: https://amzn.to/2DnHsY2
✦ Camera: https://amzn.to/39KvpQA
✦ JotForm: https://www.jotform.com/pricing/?utm_source=sharon-smith&utm_campaign=jf1&utm_medium=blog
✦ PresenterMedia: https://shareasale.com/r.cfm?b=417324&u=2065055&m=43706&urllink=&afftrack=
Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel!
__________
NOTE: If you found this content helpful, please consider donating to my channel from this PayPal link: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=AJJ6SXERNDMYA&source=url. Your donation, no matter what amount, is greatly appreciated and goes towards producing content that enhances your productivity and elevates your skills. Thanks for supporting this channel!
__________
FREE DOWNLOADS:
✦ Visit https://mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals.
__________
CONNECT WITH ME:
Visit my website: https://www.sharonsmithhr.com for more information, tools and resources.
LinkedIn: https://www.linkedin.com/in/sharonsmithhr
Twitter: https://twitter.com/SharonSmithHR
__________
KEYWORDS: #MSExcel, #M365, How To Create Fillable Forms in Excel, How To Create Drop-Down List in Excel, How To Create a Form in Excel, Link Text to Drop-Down Using IF Formula, Link Text to Drop-Down Using VLOOKUP, Insert Checkboxes in Excel, How To Hide Worksheet Tabs in Excel, Employee Engagement Survey Template, How To Hide Spreadsheet in Excel, How To Hide Workbook in Excel, How to Unhide Very Hidden Tabs in Excel, Excel Fillable Forms, Excel Tutorial, Excel Lesson, Excel Tips and Tricks, Sharon Smith HR, @SharonSmithHR
__________
PLAYLISTS:
➤Creating Fillable Forms: https://www.youtube.com/watch?v=YktZ3B-tyqs&list=PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv
➤PowerPoint Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMcFRbsZO5wkXgYjBG4meRM
➤ Excel Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuNjHDGgNeuGrGwOvh4JQC90
➤ Excel Quickies (Around 2 Minutes): https://www.youtube.com/playlist?list=PLb80efKTbWuPI7fEWtroXHvJHhx5FnVMW
➤ Word Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMotoYEXBFMlB3PtsBlFn45
➤ Welcome | About Me: https://www.youtube.com/playlist?list=PLb80efKTbWuOd17uW4U2V8Xip0sTAfkLR
Видео How to Create Fillable Forms in Excel - Employee Engagement Survey Template канала Sharon Smith
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