Office 365: Use Excel Survey to Gather Information

O365 Excel Survey

 

Forms

I have heard some users of Microsoft 365 that they wish there was a way to have something like Google Forms to collect formative assessment or survey data from students and parents. Office 365 provides this functionality.

Excel Survey

In OneDrive, click on “New.” The last document option is “Excel survey.”

Create Survey

Name the file and you will be taken to a screen to create your survey form.
Screen Shot 2014-07-25 at 10.28.26 AM

Add a Title

Where it says “Enter a title for your survey here” click to edit. Click below the title to enter a description for the survey form.
Screen Shot 2014-07-25 at 11.12.42 AM

Enter a Question

Click where it says “Enter your first question here.” This will open the settings for the question. Delete the default text of “Enter your first question here” and replace it with your first question. The “Question Subtitle” allows you to provide additional context or directions for your question.
add a question excel survey

Response Type

The default question type is a text box for students to input their answers. Choose from the drop down list if you would like to have a different answer choice.
O365 response type

 

Choice

For a multiple choice question choose “Choice.” Delete out the default text of “Choice A”, “Choice B”, etc… Hint: use the keyboard shortcut “Control A” to select all of the default text. Each answer choice A, B, C, D, etc… is entered on it’s own line. Type your answer choices and press enter between choices.

O365 choice option

Default Answer

If you want to have a default answer that the students can accept, for example if the question is “What assignment is this?” you may want a default answer to pre-slug that field on the survey form. Click done.

Add Another Question

Click “Add New Question” at the bottom of the question list to add another.
Screen Shot 2014-07-25 at 11.33.20 AM

Share Survey

The results of the survey form will automatically go into an Excel spreadsheet. Click on “Share Survey” at the bottom right.
share survey O365

Copy Link

Use “Control C” to copy the link to the survey. Share this link with your students, or whoever you need to take the survey.

Survey Options

If you need to get back to the survey form to edit or share it, locate the “Survey” icon in the toolbar. Click on this for the options to “View Survey,” “Edit Survey,” “Delete Survey,” Or “Share Survey.”
O365 Survey