If you are looking for Excel based Data Entry form with multi-users functionalities then this post is going to be very helpful for you. In this post, we will discuss User Interface (UI) design and VBA coding to develop the Multi-user Data Entry Form.
Why do we need to develop Multi-user Data Entry Form in Excel?
Microsoft Excel is one of the most utilized tool in any company. Due to availability and dynamic features of Excel, we can use this tool to automate any complex data entry operation. There is no need to hire programmers and install a separate language. MS Excel has an inbuilt integrated development environment (IDE). Visual Basic for Applications (VBA) is the programming language for Microsoft Office and its associated applications e.g. Excel, Word, Power Point etc. We can leverage the power of VBA language and develop the multi-user data entry form without any additional cost.
In this Multi-User Data Entry form, we have two separate Excel files. One is fulfilling the purpose of Database and other is for Data Entry Form to transfer the data to database workbook.
To use this tool, you just need to keep the parent folder at any shared location and ask your team and users to open the Data Entry Form and start submitting the data. Excel VBA code will handle all the required functionalities e.g. accessing database, validating entry, transferring inputs etc.
Creating Multi-user Data Entry Form in Excel
Follow the below steps to create this Automated Data Entry form in Excel.
- Create a folder named ‘Multi-user Data Entry Form’ at the shared drive.
2. Create a new Workbook and save the file with the name ‘Database.xlsm” in ‘Multi-user Data Entry Form folder’.
3. Rename the ‘Sheet1’ to ‘Database’ and add the below mentioned column headers and format the the headers accordingly in ‘Database.xlsm’ file.
4. Create a new Workbook and save the file with the name ‘Multiuser Data Entry Form in Excel.xlsm’ in ‘Database’ folder.
5. Rename the ‘Sheet1’ to ‘Home’. Remove the Gridlines ( View – Gridlines) and add a rounded rectangle and fill the color with Blue and enter the text ‘Data Entry Form’. Please see the below image.
6. Now go to Develop Tab and click on Visual Basic to visit Visual Basic Application window.
7. In Visual Basic for Application window, click on Insert menu and then select ‘UserForm’.
8. Set the properties of the userform and add required controls. Add label, texboxes, image control, option button, combobox and command button as per below image.
Labels: Employee Registration Form (Top headers), Name, Date of Birth, Gender, Qualification, Mobile Number, Email ID, Address
TextBox: Name – txtName; Date of Birth – txtDOB; Mobile Number – txtMobile; Email-txtEmail; Address:txtAddress
Image: Calendar- imgCalendar
Option Buttons: Gender – Female – optFemale; Male-optMale
Combobox: Qualification- cmbQualification
Command Buttons: Submit- cmdSubmit; Reset-cmdReset
9. Set the Tab order for each and every cotnrols.
10. Import the custom calendar from the support file. Link has been provided at the bottom of the page.
11. Insert a module and rename it to ‘mdDataEntry’.
12. In Module code window, start writing the code to handle Reset, Validate Email, Validate Fields, Transfer Data and Call Form.
Code to Reset the Form
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Sub Reset_Form() With frmDataEntry .txtName.Text = "" .txtName.BackColor = vbWhite .txtDOB.Text = "" .txtDOB.BackColor = vbWhite .optFemale.Value = False .optMale.Value = False .txtMobile.Value = "" .txtMobile.BackColor = vbWhite .txtEmail.Value = "" .txtEmail.BackColor = vbWhite .txtAddress.Value = "" .txtAddress.BackColor = vbWhite .cmbQualification.Clear .cmbQualification.BackColor = vbWhite .cmbQualification.AddItem "10+2" .cmbQualification.AddItem "Bachelor Degree" .cmbQualification.AddItem "Master Degree" .cmbQualification.AddItem "PHD" .cmbQualification.Value = "" End With End Sub |
Code to Validate Email ID
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Function ValidEmail(email As String) As Boolean Dim oRegEx As Object Set oRegEx = CreateObject("VBScript.RegExp") With oRegEx .Pattern = "^[\w-\.]{1,}\@([\da-zA-Z-]{1,}\.){1,}[\da-zA-Z-]{2,3}$" ValidEmail = .Test(email) End With Set oRegEx = Nothing End Function |
Code to Validate Data Entry by User
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Function ValidEntry() As Boolean ValidEntry = True With frmDataEntry 'Default Color .txtName.BackColor = vbWhite .txtDOB.Text = vbWhite .txtMobile.BackColor = vbWhite .txtEmail.BackColor = vbWhite .txtAddress.BackColor = vbWhite .cmbQualification.BackColor = vbWhite 'Validating Name If Trim(.txtName.Value) = "" Then MsgBox "Name is blank. Please enter a correct name.", vbOKOnly + vbInformation, "Invalid Entry" .txtName.BackColor = vbRed ValidEntry = False Exit Function End If 'Validating DOB If Trim(.txtDOB.Value) = "" Then MsgBox "DOB is blank. Please enter DOB.", vbOKOnly + vbInformation, "Invalid Entry" .txtDOB.BackColor = vbRed ValidEntry = False Exit Function End If 'Validating DOB If .optFemale.Value = False And .optMale.Value = False Then MsgBox "Please select gender.", vbOKOnly + vbInformation, "Invalid Entry" ValidEntry = False Exit Function End If 'Validating Qualification If Trim(.cmbQualification.Value) = "" Then MsgBox "Please select the Qualification from drop-down.", vbOKOnly + vbInformation, "Invalid Entry" .cmbQualification.BackColor = vbRed ValidEntry = False Exit Function End If 'Validating Mobile Number If Trim(.txtMobile.Value) = "" Or Len(.txtMobile.Value) < 10 Or Not IsNumeric(.txtMobile.Value) Then MsgBox "Please enter a valid mobile number.", vbOKOnly + vbInformation, "Invalid Entry" .txtMobile.BackColor = vbRed ValidEntry = False Exit Function End If 'Validating Email If ValidEmail(Trim(.txtEmail.Value)) = False Then MsgBox "Please enter a valid email address.", vbOKOnly + vbInformation, "Invalid Entry" .txtEmail.BackColor = vbRed ValidEntry = False Exit Function End If 'Validating Address If Trim(.txtAddress.Value) = "" Then MsgBox "Address is blank. Please enter a valid address.", vbOKOnly + vbInformation, "Invalid Entry" .txtAddress.BackColor = vbRed ValidEntry = False Exit Function End If End With End Function |
Code to Transfer the Data from Form to Database
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Sub Submit_Data() Application.ScreenUpdating = False Dim App As New Excel.Application Dim wBook As Excel.Workbook Dim FileName As String Dim iRow As Long FileName = ThisWorkbook.Path & "\Database.xlsm" 'Check File Exist or Not If Dir(FileName) = "" Then MsgBox "Database File is missing. Unable to proceed.", vbOKOnly + vbCritical, "Error" Exit Sub End If Set wBook = App.Workbooks.Open(FileName) App.Visible = False If wBook.ReadOnly = True Then MsgBox "Database is in use. Please try after sometimes.", vbOKOnly + vbCritical, "Database Busy" Exit Sub End If 'Transfer the Data With wBook.Sheets("Database") iRow = .Range("A" & Application.Rows.Count).End(xlUp).Row + 1 .Range("A" & iRow).Value = iRow - 1 .Range("B" & iRow).Value = frmDataEntry.txtName.Value 'Name .Range("C" & iRow).Value = frmDataEntry.txtDOB.Value 'DOB .Range("D" & iRow).Value = IIf(frmDataEntry.optFemale.Value = True, "Female", "Male") 'Gender .Range("E" & iRow).Value = frmDataEntry.cmbQualification.Value 'Qualification .Range("F" & iRow).Value = frmDataEntry.txtMobile.Value 'Mobile Number .Range("G" & iRow).Value = frmDataEntry.txtEmail.Value 'Email .Range("H" & iRow).Value = frmDataEntry.txtAddress.Value 'Address .Range("I" & iRow).Value = Application.UserName 'Submitted By .Range("J" & iRow).Value = Format([Now()], "DD-MMM-YYYY HH:MM:SS") 'Submitted On End With wBook.Close Savechanges:=True App.Quit Set App = Nothing 'Reset the form Call Reset_Form Application.ScreenUpdating = True MsgBox "Data submitted successfully!" End Sub |
Code to show the UserForm
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Sub Show_Form() frmDataEntry.Show End Sub |
13. Let’s write the coding on Form Initialization, Command Button events and Image click events.
Code on Form Initializtion
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Private Sub UserForm_Initialize() Call Reset_Form End Sub |
Code on click events for Calendar image
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Private Sub imgCalendar_Click() Application.ScreenUpdating = False Dim sDate As String On Error Resume Next sDate = MyCalendar.DatePicker(Me.txtDOB) Me.txtDOB.Value = Format(sDate, "DD-MMM-YYYY") On Error GoTo 0 Application.ScreenUpdating = True End Sub |
Code for click events on Submit and Reset buttons
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Private Sub cmdSubmit_Click() Dim i As VbMsgBoxResult i = MsgBox("Do you want to submit the data?", vbYesNo + vbQuestion, "Submit Data") If i = vbNo Then Exit Sub If ValidEntry Then Call Submit_Data End If End Sub |
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Private Sub cmdReset_Click() Dim i As VbMsgBoxResult i = MsgBox("Do you want to reset the form?", vbYesNo + vbQuestion, "Reset") If i = vbNo Then Exit Sub Call Reset_Form End Sub |
14. Move to Excel window and assign the macro on ‘Data Entry Form’ button available on Home sheet.
Right click on Button, select ‘Assign Macro’ and select ‘Show_Form’ as macro name and click on ‘OK’.
Now, Multi-User Data Entry form is ready. You can ask your team members to start using this tool to submit the data in shared environment.
Please watch our YouTube tutorial to learn how to create Multi-user Data Entry form in Excel (step by step).
Click here to download the Multi-user Data Entry Form.
Click here to download the support files (calendar icon, custom calendar form and email code) used in tutorial .
Please visit the below mentioned pages to learn more about Data Entry Forms and Automated Tools in Excel. Thanks!
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