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!

Comments (5)

  1. Hi Jen

    Thank you for your question about Excel Surveys on Office 365. We’ve researched it and unfortunately we have not been able to find a way to edit the auto response letting users know their responses have been received.

    Microsoft APAC Citizenship Team

  2. Jen says:

    Hi,

    I’ve been building surveys for a conference I’m running in November.

    Am I able to change or add to the ‘Thanks! Your response was received.’ page that you get once the survey is submitted?

    I hope that makes sense.

    Thanks
    Jen

  3. Darryl says:

    Is there a way for me to get the respondents’ names and/or limit the survey to one response per respondent?

  4. Danielle says:

    Hi,

    Can you use the same excel survey within the same excel file by creating a new tab somehow? I would like to copy and paste the same survey, but generate 2 different links to share the surveys so that my results show up in 2 different tabs within one excel file. Is this possible? Thanks!

  5. Ritvik says:

    Microsoft Community,
    I have been using Excel Surveys for a long time. But when I tried creating a Survey yesterday for a new project of mine, the option of ‘Shorten Link’ seemed to be strangely missing. Did it again twice, again the same result!
    I am doing exactly the same thing that I have been doing before. Then why this problem?
    Is there anyway I can post this question on the official Microsoft Cust Care Portal?

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