excel

How To Create A Survey In Excel

Boost your productivity with Sourcetable's AI spreadsheet assistant. Work like a spreadsheet power user and answer all your questions in seconds.


Learn more
Jump to

Introduction

Creating a survey in Excel requires learning complex functions and features to design layouts and collect responses effectively. While Excel has traditionally been the go-to tool for surveys, Sourcetable's AI-powered platform revolutionizes this process by letting you create and analyze surveys through simple conversations with an AI chatbot. Explore how Sourcetable can handle your survey data of any size and transform it into meaningful insights - try Sourcetable today to streamline your survey creation process.

excel

How to Create a Survey in Excel

Design Your Survey

Before creating a survey in Excel, design it carefully. A well-designed survey ensures that respondents complete it and find it tolerable. Keep it short, use neutral language, and remember to align questions with respondent types.

Creating the Survey in Excel

Create your survey in a new Excel worksheet. While Excel survey is retiring, use Microsoft Forms, integrated with OneDrive for work or school, to create a survey that can be added to an Excel workbook. Navigate to Home > Survey > New Survey to begin.

Distribute the Survey

Once the survey is created, you can distribute it through various channels such as email, online postings, or in person. Ensure that your survey reaches the intended audience effectively.

Analyze Survey Responses

After distribution, collect responses to analyze. In Microsoft Forms, each question corresponds to a column in an Excel worksheet, simplifying data analysis. Use built-in Excel tools to interpret the survey results.

Transition to Microsoft Forms

As Excel survey is retiring, transition to using Microsoft Forms for a seamless survey creation experience. Microsoft Forms also offers the benefit of randomizing choice question order to minimize bias.

excel

Why Learning How to Create a Survey in Excel is Valuable

Excel surveys provide a cost-effective alternative to paid survey platforms. Organizations can collect and analyze data without additional software investments. The built-in tools allow for immediate data analysis and visualization.

Business Applications

Creating surveys in Excel enables businesses to gather customer feedback, conduct market research, and measure employee satisfaction. The familiar Excel interface reduces the learning curve for team members. Data collected through Excel surveys integrates seamlessly with existing spreadsheets and databases.

Data Management Benefits

Excel surveys automatically organize responses into structured data formats. This streamlines the analysis process and reduces manual data entry errors. Users can leverage Excel's powerful statistical tools and graphing capabilities for instant insights.

Customization and Control

Excel surveys offer complete control over question types, formatting, and data storage. Organizations maintain ownership of their data and can implement custom security measures. The platform allows for easy survey modification and reuse.

excel

Excel Survey Use Cases

Employee Feedback Collection

Create and distribute comprehensive workplace satisfaction surveys to gather valuable employee insights. This allows HR departments to track morale, identify areas for improvement, and make data-driven decisions about workplace policies and culture.

New Product Market Research

Design surveys to collect potential customer feedback before launching new products. This enables businesses to gauge market interest, refine product features, and identify target demographics before making significant investments.

Customer Service Evaluation

Develop customer satisfaction surveys to measure service quality across different touchpoints. This helps identify service gaps, track performance metrics, and implement targeted improvements to enhance customer experience.

Event Success Measurement

Create post-event surveys to assess attendee satisfaction and gather feedback on various aspects of the event. This information can be used to improve future events and demonstrate value to stakeholders.

Academic Research Data Collection

Design and distribute research surveys to collect data for academic studies. This enables researchers to gather quantitative and qualitative data efficiently, while maintaining organized records for analysis.

sourcetable

Excel vs Sourcetable: A New Way to Work with Data

Excel has long been the standard for spreadsheet work, but Sourcetable represents a revolutionary shift in how we interact with data. While Excel relies on manual functions and formulas, Sourcetable is an AI-powered spreadsheet that lets you create, analyze, and visualize data through natural conversation. Simply tell Sourcetable what you want to do, and its AI completes complex spreadsheet tasks instantly.

Natural Language Interface

Excel requires users to learn complex formulas and functions. Sourcetable replaces this technical barrier with a chatbot interface - users simply describe what they want to accomplish in plain English.

Data Processing Power

Unlike Excel's size limitations, Sourcetable handles files of any size and connects directly to databases. Users can upload CSVs, Excel files, or link data sources for immediate analysis.

AI-Powered Analysis

While Excel demands manual analysis setup, Sourcetable's AI automatically generates insights, creates visualizations, and performs complex calculations based on conversational requests.

Instant Results

Excel workflows require multiple steps and technical knowledge. Sourcetable transforms requests like "analyze my sales data" into complete spreadsheets with charts and insights instantly. Ready to transform how you work with data? Try Sourcetable today to get answers to any spreadsheet question.

excel

Frequently Asked Questions

Is Excel survey still available to create new surveys?

No, Excel survey is retiring soon. Microsoft Forms is now recommended for creating new surveys. However, Excel surveys can still be created in existing workbooks.

What are the basic steps to create a survey in Excel?

1. Open a new workbook and enter the survey title in cell A1. 2. Use the top row for information labels. 3. Enter questions in each box. 4. Format questions by type (multiple-choice, open-ended, etc.). 5. Use Data Validation for multiple choice questions and numbers for rating scales. 6. Apply consistent formatting and save the file.

How can I add a survey to an existing Excel workbook?

You can add a survey to an existing workbook by going to Home > Survey > New Survey. The survey questions will correspond to columns in the Excel worksheet.

What types of questions can I include in an Excel survey?

You can include multiple-choice questions, open-ended questions, closed-ended questions, Likert scale questions, date responses, and time responses. These can be formatted using Data Validation and different response types to enable sorting and filtering of responses.



Sourcetable Logo

Work smarter, not harder

Boost your productivity with Sourcetable's AI spreadsheet assistant. Answer all your questions about spreadsheets in seconds. Try for free to get started.

Learn More
Drop CSV