Create an Excel UserForm

This week, I’ve been working on a client’s Excel file, and we’re using a UserForm for data entry, instead of worksheet cells.

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Data Entry and Storage

Data can be entered in the UserForm, and stored in a worksheet, when the form is closed.

The UserForm could open automatically when the file opens, or put a button on the worksheet, and click that to open the form.

On the Contextures website, you can find instructions and sample workbooks, for creating a simple UserForm, or a UserForm with drop down lists.

Watch the Excel UserForm Videos

To see the steps for creating an Excel UserForm, you can watch this 3-part Excel Video Tutorial series.

You’ll see how to add a UserForm to your Excel file, then put text boxes and buttons on the form.

Demo – Excel UserForm for Data Entry Demo

Creating a UserForm – Part 1

In part 1, you’ll see how to create a blank Userform. Then you’ll name the UserForm, and next you’ll add text boxes and labels.

Users will be able to type data into the text boxes. Labels are added beside the text boxes, to describe what users should enter into the text box

Creating a UserForm – Part 2

In Part 2, you’ll learn how to add buttons and a title on the UserForm.

With buttons on the UserForm, a user can click to make something happen.

For example, click a button after entering data in the text boxes, when you’re ready to move the data to the worksheet storage area

Creating a UserForm – Part 3

In Part 3, you’ll learn how to add VBA code to the controls, and you’ll see how to test the UserForm.

The VBA code runs when a specific event occurs, such as clicking a button, or entering a combo box. In this example, the user will click a button, and the VBA code will move the data to the worksheet storage area

Creating a UserForm – Part 4

In Part 4, you’ll see the code that adds the items to the combo boxes.

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0 thoughts on “Create an Excel UserForm”

  1. User forms can be a great introduction for those not quite ready to leap from spreadsheet tables to Access tables.

  2. Hello Debra, This piece about excel user forms were great.
    I managed to made one following your instructions.
    I would like to ask if there is a way to control (validate) what data is entered in some fields(i.e. if it is number or text or date)?
    Kind Regrads, Ivan

  3. Hello Debra,
    Thanks for creating this UserForm it is so helpful. I downloaded the Excel file from the Contextures.com website but I am having trouble using the “Select Order ID” function. When I select an Order ID it just flashes the first three rows of the user form and doesn’t change the order ID or information.
    Is there a different formula I can use to allow this function to work?
    Thanks,
    Kristen

  4. Hey Debra, This tutorial makes data entry in MS excel more user friendly.
    Nice tutorial, I have followed it in just a few trial and error.

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