Create an on-screen, printed, or Web form

From Microsoft Office Excel 2003

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Create an on-screen, printed, or Web form

  1. Click New Button image.
  2. Delete any sheets you won't use: click each sheet tab, and then click Delete Sheet on the Edit menu.
  3. Add the questions, labels, instructions, and other text you want to appear on the form.
  4. Add formulas for any calculations you want on the form.
  5. Format the form to look the way you want. The following types of Microsoft Excel formatting are particularly useful for forms:
    • Changing text fonts, colors, alignment, and wrapping
    • Changing cell size, colors, and borders
    • Hiding gridlines
    • Merging cells
    • Adding lines, graphics, and sheet backgrounds
  6. Add the features you need to finish the type of form you're creating:

    Printed form

    1. Preview the printed appearance.
    2. Set print options.
    3. Print the form.

    Online form for use as a Web page

    1. Add controls such as check boxes and option buttons.
    2. Create Web scripts to automate the controls.
    3. Save the form as a Web page.

    Online form for use in Excel

    1. Add controls such as check boxes and option buttons.
    2. Add data validation rules.
    3. Add data validation dropdown lists.
    4. Protect areas you don't want changed.
    5. Save the form as a template.
    6. Make the template available over your network by saving it in a shared network folder.

    Online form for use in a Microsoft Visual Basic for Applications program.

    1. Add controls such as check boxes and option buttons.
    2. Create macros to automate the controls.