Create and Respond to a SharePoint Survey

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconA survey is a kind of list where you can create questions that other users can answer. You can use surveys for all kinds of questions, from simple lunch meeting setups to advanced questionnaires about work processes.

In the demos below Peter Kalmström, CEO and Systems Designer of Business Solutions, explains how to create and respond to a SharePoint Survey. He also explains how you can study the results.

Create a survey

  1. Open the Office 365 settings from the top right corner of the Office 365 page and select Add an app.
  2. Click on Survey App to create a new SharePoint survey. A pop-up will open where you can enter your survey name and click on Create.
  3. Open the new survey.
  4. Expand the accordion Settings and select Add Questions. There are several options to choose from depending on what type of response you want to collect: Rating Scale, Choice with Drop-Down Menu or Radio Buttons and Number are among the common response types you can choose from.
  5. When you have added the first question, click Next Question to add more questions and repeat the process. Click Finish when all questions are added.
Some answers need a follow up question, while other answers do not, and for that you can use the Branching Logic. After you have entered your questions, open the question that should have a Branching Logic. Under Jump To you can select the correct question to come next for those answers that should not have all questions.

Add Survey to Quick launch

  1. Go to survey settings from the Settings accordion.
  2. A Settings window will open. Click on List name, description and navigation.
  3. Under the General Settings select radio button Yes for Display this survey on the quick launch?
  4. Click on Save.

Respond to a survey

To start the survey click on 'respond to this survey' and answer the questions.

See the results of a survey

Once answers to a survey have been submitted, you can see them by clicking on Show a graphical summary of the response in the Survey dashboard or by clicking on Export to Spreadsheet under Action Once you have exported the results to an Excel spreadsheet you just have to refresh it to have new responses included.

From the Excel sheet you can create graphical representations of the survey answers, see Analyze List Data with Pivot Table and Chart.

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