How to Create a Survey in Excel (2 Easy Methods)

If you want to create a survey in Excel, this article is for you. Here, we will walk you through 2 easy and effective methods to do the task effortlessly.

In the following article, we will describe 2 methods to create a survey in Excel. Here, we will use Microsoft 365 in the first method, and Microsoft OneDrive for the second method.

Watch Video – Create a Survey in Excel

1. Manually Creating a Survey in Excel

The following table has Question, Response 1, and Response 2 columns. We will create a survey in this table manually. First, we will create a box for the option button, after that, we will create Option Buttons.

Steps:

First, we will go to the Developer tab >> select the Insert option >> select Group Box (Form Controls).

We will see a plus sign marked with the Red color.

After that, we will click on the mouse and hold until we draw a box.

Next, we will see the box.

Afterward, we will remove the box name.

You can edit or remove the box name according to your needs.

Afterward, we typed the following question in the box.

Now, we will create Option Buttons.

First, we will go to the Developer tab >> select Insert option >> select Option Button (Form Controls).

Next, we will see a plus sign marked with Red color.

After that, we will click on the mouse and hold until a button is inserted.

Now, we can see an Option Button.

Then, we will edit the name according to our needs.
Here, we named the Option Button as Yes.

Now, we can see Yes in the Option Button.

Next, we will create another Option Button.

To do so, we will again go to the Developer tab >> select Insert option >> select Option Button (Form Controls).

After that, we edit the name of the 2nd Option Button to No.

Finally, we can see one question with 2 response options.

Following similar steps, we make some other questions as well.

Here is our created Survey in Excel.

2. Using Microsoft OneDrive App to Create a Survey

Here, we will create a survey by using Forms survey from Microsoft OneDrive.

Steps:

First, we will go to our Microsoft OneDrive >> click on New >> select Forms survey.

A Survey form will appear.

After that, in the title box, we will add a title >> in the Enter a description box, we will add a description.

Now, we will see the title and description of the survey.

Afterward, we will click on Add New.

We will see several options. You can use any of these options to add questions in your survey.

After that, we selected Text.

Next, we will see a question box appears.

Afterward, we will type our question in the box.

We can now see our first question for the survey.

After that, we will click on Add new to add another question.

Here, we selected Choice.

Next, we will see a question box with 2 options. We will now edit the question box and the options.

After that, we set question 2, and we give two options according to our needs.

Here, you can add more options by clicking on Add option.

Afterward, we click on Add new to add another question to the survey.

After that, we selected the Rating option.

Afterward, we give a question in the question box 3.

Here, you can choose the Symbol and Levels according to your needs.

Here, we kept the Symbol and Levels as it is.

You can select the Date and More question type from the Add new options. And you can add more questions according to o your needs in your survey.

However, we need 3 questions to create a survey.

After that, we will click on Theme to select a new theme style.

We will see several themes and colors.

Then, we will select the Purple color.

After that, we will click on Preview to see the preview of our survey.

Next, we can see the Preview of the survey.

After that, we will click on Send to share the survey. We can Copy the link and share it as well.

Practice Section

In the practice section of your sheet, you can practice the explained methods.

Download Practice Workbook

Create a Survey.xlsx

Conclusion

Here, we tried to show you 2 methods to create a survey in Excel. Thank you for reading this article, we hope this was helpful. If you have any queries or suggestions, please let us know in the comment section below.

Survey in Excel: Knowledge Hub

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