How to Create Fillable Forms in Excel - Employee Engagement Survey Template

HOW TO CREATE FILLABLE FORMS IN EXCEL // Learn to create a fillable form in MS Excel using interactive drop-down lists that populate text in other areas of the form. See how you can pull in data from another table using VLOOKUP and how you can program conditional text to appear using the IF formula. Take advantage of MS Excel functionality to create your form, then format it so that it looks like a form document and not a spreadsheet. Watch this video to see several formatting tips and techniques. Also see how to make your data table tabs Very Hidden. In this video we create an Employee Engagement Survey as an example form. This formatted template including the IF and VLOOKUP formulas is available for purchase and download at: https://www.etsy.com/listing/875846662/employee-engagement-survey-ms-excel?ref=listing_published_alert Consider taking my Course on Creating Fillable Forms in Microsoft Word to take your form-building skills to the next level! https://www.youtube.com/playlist?list=PLb80efKTbWuNzAyHVMYrPOS7itBm5gWVs TIP: Use the "Jump To" TimeStamp Links below to go directly to that part of the video to re-watch one of these tutorial highlights. 00:00 Introduction 02:55 Form Page Layout 04:53 Merge Cells & Cell Alignment 06:19 Create Drop-Down In Excel 08:43 Link Text to Drop-Down Using IF Formula 11:05 Insert Check Boxes 13:43 Link Text to Drop-Down Using VLOOKUP 19:12 Wrap VLOOKUP in IFERROR to make "hashtag not-applicable" Disappear 21:39 Excel Form Formatting 24:09 How To Hide Tabs & Make Very Hidden __________ RESOURCES & GEAR ✦ Screen Recording Software: https://techsmith.z6rjha.net/NZG5b ✦ Green Screen: https://amzn.to/2DnHsY2 ✦ Camera: https://amzn.to/39KvpQA ✦ JotForm: https://www.jotform.com/pricing/?utm_source=sharon-smith&utm_campaign=jf1&utm_medium=blog ✦ PresenterMedia: https://shareasale.com/r.cfm?b=417324&u=2065055&m=43706&urllink=&afftrack= Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel! __________ NOTE: If you found this content helpful, please consider donating to my channel from this PayPal link: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=AJJ6SXERNDMYA&source=url. Your donation, no matter what amount, is greatly appreciated and goes towards producing content that enhances your productivity and elevates your skills. Thanks for supporting this channel! __________ FREE DOWNLOADS: ✦ Visit https://mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and Org Chart templates for HR professionals. __________ CONNECT WITH ME: Visit my website: https://www.sharonsmithhr.com for more information, tools and resources. LinkedIn: https://www.linkedin.com/in/sharonsmithhr Twitter: https://twitter.com/SharonSmithHR __________ KEYWORDS: #MSExcel, #M365, How To Create Fillable Forms in Excel, How To Create Drop-Down List in Excel, How To Create a Form in Excel, Link Text to Drop-Down Using IF Formula, Link Text to Drop-Down Using VLOOKUP, Insert Checkboxes in Excel, How To Hide Worksheet Tabs in Excel, Employee Engagement Survey Template, How To Hide Spreadsheet in Excel, How To Hide Workbook in Excel, How to Unhide Very Hidden Tabs in Excel, Excel Fillable Forms, Excel Tutorial, Excel Lesson, Excel Tips and Tricks, Sharon Smith HR, @SharonSmithHR __________ PLAYLISTS: ➤Creating Fillable Forms: https://www.youtube.com/watch?v=YktZ3B-tyqs&list=PLb80efKTbWuOe1LfFMNExEabkRkB5ehcv ➤PowerPoint Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMcFRbsZO5wkXgYjBG4meRM ➤ Excel Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuNjHDGgNeuGrGwOvh4JQC90 ➤ Excel Quickies (Around 2 Minutes): https://www.youtube.com/playlist?list=PLb80efKTbWuPI7fEWtroXHvJHhx5FnVMW ➤ Word Tutorials for HR: https://www.youtube.com/playlist?list=PLb80efKTbWuMotoYEXBFMlB3PtsBlFn45 ➤ Welcome | About Me: https://www.youtube.com/playlist?list=PLb80efKTbWuOd17uW4U2V8Xip0sTAfkLR