Excel Worksheet direction help

[Sean_wantstolearn]

Hello everyone, I hope you all are having a nice day. Myskillset with Excel is intimidate best I currently own to 2016 MS Excel book.And to give some additional backstory I would for a insurance company with acall center type environment . I am hoping to create a excel worksheet for the purposeof documenting my phone call. I intend to create questionnaire where I can fillin the blacks with either a radio icon or typed responses. At the end of myphone call I want to create a button that is going to copy all the questionsthat I have prefilled along with the answers so I can past directly into myclaim. Then I would like to create a Clear button that resets the program whilekeep all my prior questions. Hoping to make it look like a program that onlytakes up maybe 3” x 10” of monitor space. Is that something that can be accomplishedvia excel? My main question is what would that type of worksheet be called? Ivebeen Googling for a couple days using different phrases on what I think thismight be called and ive come up blank. I look forward to designing it and doingthe leg work. I just need to know where I need to look.


Thank you!

 

[ermccarthy]

Yes it is possible. I did something similar many years ago for a job I was at. Research: Excel User Forms.

Basically you are going to set up your worksheet with a table. Create a Excel User Form in the order you want to collect the data. When you hit the button, it will clear and save the data into your table.

Kind of a process, but it is really good learning experience.

Good Luck