Collect data online through Excel Survey

 

by Kara Hiltz

Applications: Microsoft Excel Online

Operating System: Microsoft Windows

Online surveys are an excellent way to collect data from a large population. But when it comes time to analyze the results, it isn't always easy to get your survey data into Excel. Using Microsoft OneDrive and Excel Online, you can create a survey, collect responses, and have them stored in a worksheet—cutting out the work of exporting and importing data.

To create an Excel Survey and collect responses in an Excel spreadsheet, we’ll:

  • Sign in to Microsoft OneDrive or OneDrive for Business and create a new Excel Survey.
  • Build the survey questions and explore the types of questions/responses available.
  • Share the survey link to collect responses and see how those responses are stored in Excel directly.

 

Surveys have shifted from mailed paper surveys into an online format. While there are many online services (many of them free) that can help you build surveys and collect data, getting the data into Excel for analysis can get tricky. Using Microsoft OneDrive, Microsoft’s online portal where you can store files and work in Office Online, you can create an Excel Survey that collects responses right in your Excel worksheet, as shown in Figure A. An Excel Survey cuts out the middle man by storing responses right in Excel so they’re ready for analysis without having to export and import data from other programs.

In this article, we’ll show you how to create an Excel Survey and share the survey link to gather responses. Once you share the survey link, Excel collects and stores responses right in your worksheet.

 

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You can still edit survey responses manually in the Excel Survey, so take care not to change responses accidentally.

Sign in to Microsoft OneDrive

The first step to creating an Excel Survey is to sign in to either a Microsoft OneDrive account or a Microsoft OneDrive for Business account.

To sign on to Microsoft OneDrive:

  1. Open your preferred web browser and go to http://onedrive.live.com. If you’re signing in to a OneDrive for Business account, click on the Business tab at the top of the OneDrive sign-in page.
  2. Click the Sign In button in the upper-right corner.
  3. Enter the email address associated with your OneDrive account and click the Next button.
  4. Type your password and click the Sign In button to access your OneDrive account.

Create an Excel Survey

Once you’ve signed in to your Microsoft OneDrive or Microsoft OneDrive for Business account, you’re ready to create an Excel Survey. In our example, we’ll create a customer satisfaction survey for customers who have visited the company’s website recently.

To build an Excel Survey:

  1. In OneDrive, click on the New button and choose Excel Survey from the dropdown list, as shown in Figure B.
  2. In the Edit Survey window, enter a title for your survey by clicking on the Enter a title for your survey here text and typing new text. We’ll enter Customer Website Satisfaction Survey.
  3. Click on the Enter a Description for Your Survey Here text and replace it with a description of your survey. We’ll enter Tell us about your experience with our website.
  4. Click in the area that allows you to create your first survey question. In the Edit Question panel that displays, enter the first survey question, a subtitle, and a default answer, if applicable.
  5. Choose a response type from the Response Type dropdown list. (See the sidebar “Question response types” for more information on the available response types.)
  6. Select the Required check box if you want respondents to be forced to answer the question. Your Edit Question panel should resemble the one in Figure C.
  7. Click the Add A New Question link to add your next question.<[...]
 
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