How’d You Do That? Create an Excel Survey

This post is part of a series offering technology tips and tricks to help you work more efficiently and help organisations get the most out of IT.

Office 365 has many useful features that you may not have tried yet. From home to business, from desktop to web and the devices in between, Office delivers the tools to get work done.

You can easily create online surveys and questionnaires, and get the answers into a neat Excel spreadsheet. It's great for a range of scenarios. As a nonprofit, do you need to survey your volunteers about an upcoming fundraiser? Or ask beneficiaries about a service you provide? It’s very easy to create a survey from within Excel on Office 365. Simply log in to Office 365, go to OneDrive and follow the steps below. 

1)  Go to OneDrive, click on ‘Create’ tab and select ‘Excel Survey’

2) Excel will launch and the ‘Edit Survey’ box will open. Type in first question. There is the option to include a question subtitle to provide guidance on question, as well as ‘Response Type’.

3) Enter title and description for your survey. Click on ‘Submit’ tab.

4) To send your survey to respondents, go to ‘Survey’ and click on ‘Share Survey’. A message will appear asking you to get a Link for your survey.

5) You have the option to request a shortened link. Copy the link and open a new email message. Paste link into email. You can now share your survey. Once respondents submit their replies, the data will automatically be populated in your spreadsheet allowing you to analyse it in simple excel format.

The beauty of creating forms in the new Excel Web App is that they can be shared in a few clicks and accessed on a variety of devices, making it easy for users with laptops, tablet devices, smart phones or pretty much any device with a browser to contribute. It’s as easy as that!