Creating a form to use as a template is slightly more
time-consuming than using a simple worksheet template.
Because forms typically incorporate form controls—such
as combo boxes, check boxes, and option buttons—you have
to understand how to properly set up the controls in order
for them to work. This is especially true if you plan to
create calculations based on the items selected with the
controls. A finished form can include controls such as
drop-down lists (called combo boxes) and spinners (which
incrementally increase or decrease a number). For example,
suppose you have a template that is used to provide price
quotes, you might want to include controls that let you
select discount rates and apply the appropriate tax based
on location.
You can also use templates to create routine forms or
reports—for example, company expense forms, client
invoices, or budget reports. In a networked environment
(where custom templates for the organization can be
accessed by many users), templates become useful control
mechanisms and data-gathering tools. For example, when 100
sales representatives submit their monthly sales reports,
not only will all those reports have an identical
structure, they can be designed to feed into a central
database. The database can be a separate Excel workbook, or
a database in another program such as Access or FoxPro. You
can then use the database features to manipulate the data.
Not only is this data-tracking feature available in network
environments, it can be used on a standalone computer as
well.
To create a form template, begin with a new workbook and
remove all but one of the worksheets. Then add a worksheet
title and other necessary labels you want to start with.
You may also want to name the worksheet tab at this time.
Then you're ready to add some controls...
