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How do I create accessible forms in Microsoft Excel?

Table of Contents

\uD83D\uDCD8 Instructions

The Rules of Creating Forms

Rule 1: Every form needs to have a clear and meaningful title in Cell A1.

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Tip

The colors are used only where their section is. This provides a more organized look to the form.

Accessible Data Validation in Microsoft Excel

Think of Data Validation as a way to assist people to filling out the form correctly. They act like post it notes or hints with little instructions. When using Data Validation, be sure to give a clear message and provide all relevant information.

  1. Create your form and click in one of the fill in boxes.

    Military Registration form with the fill in cell for Date of Birth highlighted.
  2. Click the Data Tab, then choose Data Validation

  3. Data Tab in Microsoft Excel.Data Validation Button in Microsoft Excel.

    In the Data Validation Box, choose Input Message. Then type in some instructions that will help the reader with the form. Click OK. Your end result should show a yellow square with your instructions inside it.

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How to Provide Clear Error Alerts in Microsoft Excel

  1. Choose a category you want an alert to appear for.

    A form with date of birth fill in section highlighted.

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Tip

This form tells the reader that all fields must be filled to submit the form.

Guide to Form Controls and ActiveX Controls

While form controls like buttons, and check boxes are really cool to use, the are not ideal for accessibility. Most controls require users who can only use keyboard to go through a huge number of steps. Sometimes it can take a very long time for a person to check even one box. This must be changed. Instead of making check boxes and buttons, try creating a more accessible way for information to be submitted. One example is a dropdown menu. Another is to have the user type the information after being given a few choices.

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Info

Another good thing to add in forms is a “Clear Form” Button. These buttons will clear the form instantly with one click.

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