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.
Step 1: Show the Developer tab
-
On the Excel menu, click Preferences.
-
Under Authoring, click View.
-
Under In Ribbon, Show, select Developer tab.
Step 2: Add and format content controls
-
On the Developer tab, click the control that you want to add.
-
In the worksheet, click where you want to insert the control.
-
To set specific properties for the control, hold down CONTROL and click the control, and then click Format Control.
-
In the Format Control box, set the properties that you want, such as font, alignment, and color.
-
Repeat steps 1 through 4 for each control that you want to add.
Step 3: Protect the sheet that contains the form
-
On the Tools menu, point to Protection, and then click Protect Sheet.
-
Select the protection options that you want.
-
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.
-
Protect the form as described in step 3.
-
Reopen the form, fill it out as the user would, and then save a copy.
