Add and complete a form

Add a form, then complete it to record and analyze project data or summarize the statistical analyses from Minitab or other statistical software.

Note

In the web app: To add a form in the web app, select Tools , then select a category or search for a specific form by name.

In This Topic

Add a form
Add rows and columns
Sort rows by column
Group and ungroup columns
Copy data from other applications
Use Quick Fill
Take a snapshot
Watch a video

Add a form

You can add any number of forms to your project. To learn more about the different types of forms in Workspace, go to Forms.

From the navigator pane, select Add Tool, then choose a template.
Complete the form by entering data in the fields and tables. To move between fields and table cells, press Tab.

Add rows and columns

You can add rows and columns to data-entry tables.

Hold the mouse pointer on the row or column, select the add button

, then choose an option.

Add row button
Add column button

Tip

To keep row and column headers visible as you scroll through a table, choose Form > Freeze Headers.

Sort rows by column

Sort rows in a data-entry table by column to arrange the data in ascending or descending order.

Hold the mouse pointer on the lower right corner of the column header.
When the sort button appears, select it, then choose Sort Ascending or Sort Descending.

Group and ungroup columns

Group or ungroup columns that contain identical values in adjacent rows in a data table. Grouping only applies to columns that are set up to merge rows with identical values.

Note

In the web app: The grouping feature is not currently available in the web app.

To group or ungroup a column, choose Form > Group Columns.

When the option is selected, columns that contain identical values in adjacent rows are merged.
When the option is unselected, columns that contain identical values are displayed as individual rows.

Copy data from other applications

You can copy data, such as graphs, analyses, and table data from other applications to forms in Workspace.

Copy graphs and analyses from Minitab® Statistical Software

You can copy graphs and analyses from Minitab Statistical Software.

In Minitab, right-click the graph or the analyses to copy, then select Copy Graph or Copy.
In the Workspace form, open the form, right-click in a field, and choose Paste.

Copy data from Microsoft® Excel

You can copy data from Microsoft^® Excel to a table in a form.

In Microsoft^® Excel, select the cells you want to copy and press Ctrl+c.
In the Workspace form, select the cell where you want to paste the copied cells.
Press Ctrl+v. The cells are pasted into the data-entry table. For every new row on the Clipboard, a new row is added to the data-entry table.

Use Quick Fill

When available, use Quick Fill to enter data in a data field or a table cell.

In Fill Out mode, hold the mouse pointer on a data field or in a table cell. If the Quick Fill button

appears, select it, then choose a value.

Tip

If the value you want does not appear, you can type it.

Take a snapshot

After you complete a form, you can take a snapshot of it. The snapshot is an image that captures the form at a specific point in time. You can use the snapshot for archival purposes. After you take a snapshot, you can send it to the roadmap or to the Clipboard for use in other programs.

Note

In the web app: The snapshot feature is not currently available in the web app.

Choose Form > Take Snapshot.

Watch a video

Watch a video to learn more about forms.

Watch a video to learn more about how to summarize statistical analyses in forms.