Excel Userforms for Beginners

Excel Userforms for Beginners


Use Excel VBA to Create an Excel Userform and Manage a Database!

Click here to download the STARTER and COMPLETED files from the video series

Video 1 – Introduction




In the first ‘in-car’ video, Chris explains how Excel userforms can help with a typical Excel task – managing a database. This can be time-consuming and frustrating and, correctly implemented, Excel userforms can help! We briefly discuss the importance of two functions – adding new entries to a database, and editing existing ones, consider how an Excel userform might help, and highlight the pivotal role of VBA code. Why not download the completed Excel file to ‘get a feel’ for the topic? Then, download the starter file so you are ready to work along with Chris
Why are Excel userforms important and what are some applications?

Video 2 – Create a Userform, Add a ‘Control’




This video looks at creating a Excel userform in the VBA editor and adding a simple feature or ‘control’. We add a command button and assign some code to the button. In the future, the user will click on this button to transfer data from the userform to the database. We make the command button flash up a message box so that we can understand how the Excel userform, command button, VBA and message box are interacting. This is a simple example, but all userforms follow a similar basic process to get things done.

Video 3 – Build up a Userform, Add Labels, TextBoxes, ComboBoxes




In this video, we build up a userform to so that it can quickly collect data from the user. We look at three controls, and focus on two ways of gathering data – TextBoxes and ComboBoxes. Textboxes allow the user to make a ‘free text’ entry, whereas ComboBoxes require the user to choose from a menu. ComboBoxes must reference a list in the spreadsheet, and we look at how to get the VBA editor and spreadsheet to interact to achieve this. We also explore how to implement option buttons – another interactive and user-friendly Excel userform feature.