Collaborate on Custom Receipt Template for Production with Ease Using airSlate SignNow

Custom receipt template for Production

Hi everyone, Kevin here. Today, I want to show you  how you can create a modern Excel data entry form.   This is extremely easy to do and it doesn't  require any VBA at all. Once you create your form,   you can send out a link and whether someone uses  a desktop or a mobile device, they can fill out   your form and it'll adapt to whatever screen size  they happen to be on. Once they fill out the form,   it'll automatically add their responses to your  Excel spreadsheet and there's no risk that they're   going to mess up your Excel spreadsheet because  the form and the spreadsheet are separate. Also,   when someone fills out your form, you can  validate the data that they're entering. Let's say   maybe I have a cookie order form and I want  to know how many cookies do you want to order?   I can require that someone enters in a number.  This is far and away the best way to have people   enter data into Microsoft Excel and I'll show you  step by step how you can pull this off. All right,   let's check it out. To create a modern Excel data  entry form, let's head to the website office.com   and one caveat before we jump into this, you  need a work or school account to use this   and unfortunately, this does not work with  personal Microsoft accounts. Even if you're   a Microsoft 365 subscriber, unfortunately, if  you have a personal account, this won't work.   On office.com, click on sign in and then log  in with your credentials. Once you sign in   to office.com, over on the left-hand side, let's  click on the Excel icon. We're going to use Excel   on the web to set this up. However, once it's  set up, you can also use Excel desktop. On the   Excel start page in the top left-hand corner,  let's click on new blank workbook. This drops   us into a new workbook and today I want to create  a cookie order form for the Kevin Cookie Company.   To do that, up on the top bar, click on insert and  on the insert ribbon over on the left-hand side,   there's the option to insert a form. When  you click on this dropdown, let's click on   new form. This drops us into Microsoft Forms.  If you've never used Microsoft Forms before,   you can create things like surveys and quizzes  and there's lots of rich functionality. If you   want a full overview of Microsoft Forms and what  all is possible with Forms, I've included a link   to a video in the description and this form  is now connected to our Excel spreadsheet.   I mentioned that I want to create a cookie order  form. So, let's get started. Up above, here I can   see the title of my form. I'll click up here and  let me type in cookie order form. Next, I want to   start adding some questions. So, I'll click on add  new. Down below, I see some suggested questions   and for an order form, all of these make sense.  I need to know the first name, the last name, the   mailing address. Let's put down the city and the  state. Here, I'll click on add selected. And look   at that, my form is starting to come together,  and it couldn't have been any easier. Of course,   this is a cookie order form and I need to know  what types of cookies do people want to order.   Down below, once again, I'll click on add new and  this time, this is going to be a choice question   but I also have all these other types of questions  that I can insert. Here, I'll click on choice and   for this one, I'm going to ask what cookie type.  And look at this. Once again, I get another set   of suggested options. And what do you know? These  are all the types of cookies that we carry at   the Kevin Cookie Company. So here, I'll click on  add all and this question is also done now. Now,   I just need to add one more final question where I  ask people how many cookies they want to order. So   once again, I'll click on add new. For this last  question, I'll select text and for the question   itself, I'll simply say quantity. Down below, I  have a few different options for this question.   Here, I can make it required. And when I  click on the ellipsis, I have the option   to turn on restrictions. This is also known as  data validation. And right here, I have several   different options that I can select. Now, we have  some pretty ambitious quotas at the Kevin Cookie   Company for cookie sales. So let me select greater  than and let's say that people have to order at   least 50 cookies. Maybe this is a way to encourage  some more sales. I'm now all done building my form   and I'm getting ready to distribute it. But before  I do that, I should probably preview what it looks   like. Up on top, I can click on this preview  and here I could view what it looks like on a   desktop PC. It looks pretty good to me. Right  up on top as well, I also see an estimate for   how long it'll take to fill out this survey.  So, it looks like about four minutes. Also,   to the right of computer, I can also preview what  it looks like on a mobile device. So, this truly   is a modern way of pulling together a form. It'll  adapt to whatever device your respondent is on.   Let's click on back. Back on the main  form screen, over on the right-hand side,   I could also set a theme for my form. Here I could  simply click on this and that'll apply the theme.   If I scroll all the way down, I could also create  my own custom theme, but this one looks pretty   good, so I'll stick with this. Now imagine  trying to do all of this in Microsoft Excel.   This truly is a better way to pull together a  form. Up in the top right-hand corner, there's   also an ellipsis. And when I click on that, I  can access various settings. Here, for example, I   can decide who can fill out this form. Is it just  limited to people in my organization or can anyone   respond? Here I'll select anyone can respond. Down  below, I could also decide whether I'm currently   accepting responses or maybe the survey's all  done. So, let's say I want to turn that off.   And I have a few other options here. And another  interesting one, at the very bottom, I could   set it, so I receive an email anytime someone  fills out my form. Once again, try doing this   using a legacy form in Microsoft Excel. Now that  we've looked at all of the different settings,   how do we actually share out this form so people  can start filling it out? Well, right up in the   top right-hand corner, there's a very prominent  share button. And here, when I click on that,   here I could get a URL for this form. I could also  get a QR code. Here I can embed it into a website,   and I could even email this out to others. Now  that we know how to share out the form, let's   jump back into Microsoft Excel. And up on the top  bar in my browser, I still have the Excel workbook   open. Let's click back into that tab. This drops  me back into Microsoft Excel. And at the very   bottom, I can see that it automatically added  a new worksheet to my workbook called Form 1.   Within this worksheet, it added a new table. And  here I see a whole bunch of different columns.   Right over here, the first five columns are added  by default by forms. Here I see an ID, a start   time, a completion time, an email address, and  the name. If someone filling out the form is in   my organization, it'll automatically provide the  email address and the name. However, if someone   outside of my organization fills this out, I won't  see any values here. It'll simply say anonymous.   To the right of these default columns, here I see  all of the different questions that I added to my   form. Now let's say maybe I want to go back  and I want to add some additional questions,   or maybe I want to modify some of these questions.  Well, the good thing is I can very easily do that.   Right up on the top tabs again, I'll  select Insert, and here I see Forms.   When I click on this, here again, I can  preview my form, and I can also go back   and edit my form. When I click on Edit, this drops  me within Forms again, and here I can go through,   add additional questions, or I could change some  of the questions. Back within Microsoft Excel   under Forms, here too, I could also send out the  form to others so people can start filling it out,   or I could simply delete the form altogether.  Now that I've created my form and I've set up   my spreadsheet, let's say maybe I prefer working  in Excel desktop. Right up on top, I can also open   this spreadsheet in the desktop app. I'll click  on this, and check that out. Now I have my form   in Excel desktop, and I think it's now time  for people to start ordering some cookies.   So let's order a cookie and see how quickly it  shows up in this spreadsheet. Here I have my   order form opened up side by side with my Excel  spreadsheet, and I'm ordering a lot of cookies.   Let's click on Submit and then see how long  it takes before it shows up in my spreadsheet,   and check that out. The results just came in.  Here we have our first cookie order, and wow, 800   cookies. We better get to work in the kitchen. The  nice thing about using forms together with Excel,   let's say that you have charts, or maybe you have  some pivot tables, and you've done some analysis   on all these different form submissions. You can  simply update your charts. You can simply update   your pivot tables. The form is connected directly  to Excel, so it makes analysis extremely easy. To   get back to your spreadsheet, you can go through  Microsoft Excel and access your sheet from there.   However, you can also go directly through  Microsoft Forms. Here I see my cookie order form,   and when I click on this, once again, I can see my  form, but there's another tab here for Responses.   And when I click on this, here too, I can view  all of the responses. And here I have a button   that says Open in Excel, and there's a cloud icon  on there. When I click on this, this opens up my   Excel workbook, and here too, I can see all of  the form submissions. All right, well, let me   know down below, were you able to create your  own Excel data entry form? If you enjoyed this   video and you'd like to see future ones, please  consider subscribing. I'll see you next time.