How to Collect Data with an Excel Survey & Office 365 Education

How to Use Excel Surveys

Google Apps for Education schools have Google Forms for surveying staff and quizzing students, but you needn’t feel left out if you are using Microsoft’s Office 365. An Excel Survey does very much the same thing, and it’s easy to set up. You can even do it with a free, individual OneDrive account if your school does not use Office 365. Here’s what you need to know.


Note: An updated version of Excel Surveys – Microsoft Forms – is now available for schools who subscribe to Office 365 Education. See my blog post How to Use Microsoft Forms for more information.


Excel surveys are created online. So, you first need to log in to your OneDrive for Business account and click “new”. Select “Excel survey”, then give your document a name and click “OK”.

create excel survey

On the next screen you can enter a title for your survey and a short description or introduction for those that are filling out your survey. You can then click on the box that says to “Enter your first question here”. This opens a pop up box that gives you more options to do just that. So, enter your question, a question subtitle/help text (optional), and choose the type of question you want to ask. There are currently seven types of questions:

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