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Chapter 18. Using Excel’s Data-Managemen... > Adding Form Controls to Your Workshe...

Adding Form Controls to Your Worksheets

Form controls in Excel include check boxes, drop-down lists, spinners, and so on that you can add to charts, lists, and other areas of your worksheets to create custom forms for use in data entry and data management. There are multiple ways to use form controls, but the underlying premise is to use form controls in conjunction with formulas. Form controls can link to a cell, and then you can apply a formula that addresses the link to look up the information or calculate a value based on the information. For example, suppose you’re creating a standard bid sheet for different types of construction equipment. A check box on the form could be set up so that if it’s checked, Excel automatically includes a specific type of equipment with its rate in the bid.

You can use form controls with tables, lists, charts, and even PivotTables. The controls actually are simple to create and use. After you set up your worksheet, you then apply the controls from the Forms toolbar as needed to fit your situation. The form in Figure 18.21, for example, uses a simple drop-down list to extract an equipment number. Formulas tied to the cell link then extract the corresponding values. Some form controls can be tied to Excel macros or VBA programs to perform tasks. For information on writing Excel macros and simple VBA applications, see Chapter 31, “Recording and Editing a Macro,” and Chapter 32, “Creating Interactive Excel Applications with VBA.”


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