Surveys in Excel, hosted online

Surveys let other people fill out your list—like a sign-up sheet or questionnaire—where you can see it all in one place online. In OneDrive and OneDrive for Business, you can create a survey that others fill out just by opening the link you provide. You’ll see everyone’s response compiled in one online spreadsheet.

Every survey response is a row in your spreadsheet

Here’s how to create your survey:

In OneDrive

  1. Near the top of the screen, click Create, and then click Excel survey.
    Create Excel survey

You’ll get a form that walks you through creating your survey.

In OneDrive for Business

Go to your OneDrive for Business. Click New, and then click Excel survey.

Create Excel survey in OneDrive for Business

Tips for creating your Excel survey

You can add a survey to an existing workbook. With your workbook open in Excel Online, go to Home > Survey > New Survey. A survey worksheet will be added to your workbook

Fill out the Enter a title and Enter a description fields. If you don’t want a title or description, delete the placeholder text.

Drag questions up or down to change their order on the form.

When you want to see exactly what your recipients will see, click Save and View. Go back to editing by clicking Edit Survey. When you’re done, click Share Survey.

If you click Close, you can get back to editing and viewing the form by going to Home > Survey in Excel Online.

Survey command

Clicking Share Survey starts the process of creating a link to your form. Click Create to generate the link. Copy and paste the link in mail, a message, or post. Anyone who opens the link can fill out your form, but they can’t see the resulting workbook unless you give them permission.

Make form questions work for you

As you add questions to your form, remember that each question corresponds to a column in the Excel worksheet.

Survey questions corresond to worksheet columns

Think of how you’ll use the information in the resulting worksheet. For example, giving people a list of choices instead of letting them type their response lets you sort and filter the responses.

Picking from a list of choices makes sorting and filtering easy

To set this up, go to Home > Survey > Edit Survey, and click on a question to edit it. Pick Choice as the Response Type, and then put each choice on a separate line in the Choices box.

Choice field

Try other response types, too.

  • Date or Time lets you sort results in chronological order.

  • Number responses can be calculated with math functions to find things like totals and averages.

  • You can quickly filter Yes/No responses to see who’s in and who’s out.

Note   Columns in the spreadsheet are built as you add questions to the survey form. Changes you make to the survey form are updated in the spreadsheet, unless you delete a question or change the order of questions on the form. You'll have to update the spreadsheet manually in those cases: delete the columns that go with the questions you deleted, or cut and paste columns to change their order.

Applies To: SharePoint Foundation 2013, Excel Online, SharePoint Server 2013 Preview, SharePoint Server 2013 Enterprise, SharePoint Online



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