Note: Excel Survey is now called Forms.
A while back Quiara asked me if there was a way she could collect data from over 1000 different sites that was easier than their current process, which was via emails!
I don’t know about you but the thought of keying data into Excel from over 1000 sites puts me to sleep.
Since Quiara didn’t have the budget or time to develop her own system I suggested she use an Excel Survey (Form) in Microsoft’s OneDrive.
It’s free, easy to set up and best of all Quiara doesn’t need to lift a finger because each of the 1000+ sites enter their own data directly into an Excel Web App, which she can then open in Excel.
All Quiara needs is a Microsoft account, which is free. In fact she might already have one since you can access OneDrive through your Hotmail, Messenger, Windows Phone, Xbox LIVE or Outlook.com account.
Setting Up a Survey (Form)
To create an Excel survey (Form) simply log into OneDrive and click 'New' > ‘Forms Survey’.
This opens the form designer where she can start to set up her questions.
Quiara can change the response type to Date, Type, Yes/No, or multiple choice and even give a default answer.
Before publishing Quiara can see a preview of what others will see and make any changes.
Once it is ready Quiara simply gets a link to the Form which she can then email to the 1000+ sites. They don’t even have to log in to complete the Form.
Quiara then sits back and watches the data roll in, in real time. And since it’s a Web App she can access the data from anywhere.
As you can see below, the response from each question populates a column in an Excel worksheet.
If Quiara wants to start reporting on the data she simply clicks the ‘Open in Excel’ button at the top of the OneDrive window to start working away on her monthly sales report.
Alternatively she can use the built in charting tools in Excel Web App.
Of course you don’t have to use OneDrive for serious stuff. Here are some other ideas:
- Put together an office pop quiz or a game of ‘Would you rather’
- Collate a list of your colleague’s top 5 movies, books, bands…
- Survey the office to find a date that suits the majority for your Holiday Party