To insert a form in Excel 365, you'll primarily be linking your spreadsheet to Microsoft Forms, a separate application within the Microsoft 365 suite. Here's a step-by-step guide:
- Sign in: Log in to Microsoft 365 using your school or work account.
- Open Excel: Open the specific Excel workbook where you want to link the form.
- Insert Form: Go to the Insert tab on the Excel ribbon. In the Forms group, click Forms then New Form. This will open Microsoft Forms in your web browser.
- Form Creation: A new tab for Microsoft Forms will appear in your web browser. This is where you create your form.
- Title Your Form: Click on the default "Untitled form" placeholder and enter a descriptive title for your form.
- Add Questions: Click "+ Add new" to add questions to your form. You can choose from various question types, such as:
- Choice: Multiple-choice questions.
- Text: Short answer questions.
- Rating: Questions with a star or number-based rating system.
- Date: Questions requesting a date.
- Ranking: Questions allowing respondents to rank options in order.
- Likert: Matrix of statements with agreement scales.
- Net Promoter Score: Gauge of customer satisfaction on a 0-10 scale.
- Section: Divides the form into sections.
- Customize Questions: For each question:
- Type your question in the question field.
- Add answer options (for choice questions).
- Mark questions as "Required" if needed.
- Enable branching or shuffling of options if required.
- Customize the Form: Use the "Theme" button to customize the appearance of your form with colors and images.
- Share the Form: Once you've finished creating your form, click the "Collect responses" button. You'll be presented with several options for sharing:
- Link: A direct link to the form.
- QR Code: A QR code that respondents can scan with their phones.
- Embed: Embed the form on a webpage.
- Email: Send an email invitation to complete the form.
When respondents submit the form, the data will be stored within Microsoft Forms. To view or analyze the data in Excel, open the linked form in Microsoft Forms, click the Responses tab, and then click Open in Excel. This will export the data to a new Excel workbook. Note that the direct connection between your original Excel workbook and the form is for initiating the form creation. The responses themselves will be exported into a new Excel workbook.
