Create forms that users complete or print in Excel

You can create a form in Excel by adding content controls, such as buttons, check boxes, list boxes, and combo boxes to a workbook. Other people can use Excel to fill out the form and then print it if they choose to.

Do any of the following:

Step 1: Show the Developer tab

  1. On the right side of the ribbon, click Action pop-up menu , and then click Ribbon Preferences.

  2. Under Customize, select the Developer check box.

Step 2: Add and format content controls

  1. On the Developer tab, under Form Controls, click the control that you want to add.

  2. In the worksheet, click where you want to insert the control.

  3. To set specific properties for the control, hold down CONTROL and click the control, and then click Format Control.

  4. In the Format Control box, set the properties that you want, such as font, alignment, and color.

  5. Repeat steps 1 through 4 for each control that you want to add.

Step 3: Protect the sheet that contains the form

  1. On the Tools menu, point to Protection, and then click Protect Sheet.

  2. Select the protection options that you want.

  3. Save and close the workbook.

    Tip: To continue editing after you have protected the form, on the Tools menu, point to Protect Sheet, and then click Unprotect Sheet.

Step 4: Test the form (optional)

If you want, you can test the form before you distribute it.

  1. Protect the form as described in step 4.

  2. Reopen the form, fill it out as the user would, and then save a copy.

Note: To save time, you can use a template to create a form. Templates are available at the Office for Mac templates page.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!