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, SharePoint and Office 365, you can create a survey that others to fill out just by opening the link you provide. You’ll see everyone’s response compiled in one online spreadsheet.
Here’s how to create your survey:
- Near the top of the screen, click Create, and then click Excel survey.
You’ll get a form that walks you through creating your survey.
In SharePoint and Office 365
Go to your OneDrive for Business or team site library. Click New Document, and then click Excel survey.
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.
Clicking Share Survey starts the process of creating a link to your form. Click Create to generate the link, and if you want a short URL, click Shorten. 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.
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.
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.
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.