Creating and analyzing surveys using Excel?

Todd K · Mar 18th, 2002, 08:56 AM

I am wondering if anyone has experience with using Excel to implement a survey? I have a project where an electronic survey would be desirable - better still, if the user's input could be tabulated in a single column on a worksheet and e-mailed back to me.

I would appreciate hearing from anyone with experience with this...tips, pitfalls and an example would be helpful!

Thanks in advance.

Steve Hartman · Mar 18th, 2002, 09:04 AM

We did this in our dept. Send your e-mail address and I'll shoot you a copy

Todd K · Mar 18th, 2002, 09:28 AM

Thanks, Steve...I am looking for some further aspects of this...where the responses are collected from clicking on radio buttons or drop-down lists, then these responses automatically collected on a background data sheet, which is then automatically routed for emailing. Anyone have anything this complicate?

lenze · Mar 18th, 2002, 09:32 AM

If all of the participants are internal and and have access to a shared drive, the Template Wizard with Data Tracking works wonderful. If not, you can still use the template and have them email a completed form to you . You will then have to open and save each one to update the database, but you can automate that with a macro

Todd K · Mar 18th, 2002, 09:35 AM

Has anyone seen an actual functional system that does it all...collects, summarizes, compiles a summary worksheet (manual addition sounds yucky, although it beats paper-based surveys!), emails the summary sheet, etc?

Queyit · Mar 19th, 2002, 01:49 PM

I would be very interested in seeing a sample of this method. I'm creating a survey to gather some benchmark data and would like create it in Excel then email it to the participants. Any help would be appreciated.

Jack in the UK · Mar 20th, 2002, 03:47 PM

Hi Guys

I was stuffed withthe task of such very crude and rubbish, yes please can you email off to JackintheUK@hotmail.com and examples, ill return if youwant, not good but few ideas in it..

Sounds good guys..

Ceara · Jul 17th, 2002, 02:49 PM

I have had to create a survey in excel recently. What helped the most was http://www.fontstuff.com: If you will go to the download section, There is a userforms download. Very good for starting a survey form in excel.
If you would like to peak at the excel workbook that my sister and I have been working just let me know.
cearamerkle@yahoo.com

Mar 20th, 2002, 03:47 PM	#7
Jack in the UK Board Regular Join Date: Feb 2002 Posts: 3,065	Hi Guys I was stuffed withthe task of such very crude and rubbish, yes please can you email off to JackintheUK@hotmail.com and examples, ill return if youwant, not good but few ideas in it.. Sounds good guys.. __________________ Free Excel based Web Toolbar available here. Jack in the UK J & R Excel Solutions "making Excel work for you"

Thread Tools
Show Printable Version Email this Page
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode

Mar 18th, 2002, 08:56 AM	#1
Todd K New Member Join Date: Feb 2002 Posts: 31	I am wondering if anyone has experience with using Excel to implement a survey? I have a project where an electronic survey would be desirable - better still, if the user's input could be tabulated in a single column on a worksheet and e-mailed back to me. I would appreciate hearing from anyone with experience with this...tips, pitfalls and an example would be helpful! Thanks in advance.

Mar 18th, 2002, 09:04 AM	#2
Steve Hartman Board Regular Join Date: Feb 2002 Location: Houston,Texas Posts: 418	We did this in our dept. Send your e-mail address and I'll shoot you a copy

Mar 18th, 2002, 09:28 AM	#3
Todd K New Member Join Date: Feb 2002 Posts: 31	Thanks, Steve...I am looking for some further aspects of this...where the responses are collected from clicking on radio buttons or drop-down lists, then these responses automatically collected on a background data sheet, which is then automatically routed for emailing. Anyone have anything this complicate?

Mar 18th, 2002, 09:32 AM	#4
lenze MrExcel MVP Join Date: Feb 2002 Location: Helena, MT Posts: 13,690	If all of the participants are internal and and have access to a shared drive, the Template Wizard with Data Tracking works wonderful. If not, you can still use the template and have them email a completed form to you . You will then have to open and save each one to update the database, but you can automate that with a macro

Mar 18th, 2002, 09:35 AM	#5
Todd K New Member Join Date: Feb 2002 Posts: 31	Has anyone seen an actual functional system that does it all...collects, summarizes, compiles a summary worksheet (manual addition sounds yucky, although it beats paper-based surveys!), emails the summary sheet, etc?

Mar 19th, 2002, 01:49 PM	#6
Queyit New Member Join Date: Mar 2002 Posts: 1	I would be very interested in seeing a sample of this method. I'm creating a survey to gather some benchmark data and would like create it in Excel then email it to the participants. Any help would be appreciated.

Jul 17th, 2002, 02:49 PM	#8
Ceara New Member Join Date: Jul 2002 Location: Tulsa, OK Posts: 2	I have had to create a survey in excel recently. What helped the most was http://www.fontstuff.com: If you will go to the download section, There is a userforms download. Very good for starting a survey form in excel. If you would like to peak at the excel workbook that my sister and I have been working just let me know. cearamerkle@yahoo.com