Survey Templates in Excel: Easy-to-Use Guide

Why use an Excel survey template? You ask.

Who doesn’t enjoy spending countless hours sorting through mountains of messy data? Just kidding; nobody loves that.

Are you looking for a way to gather and analyze data quickly and effectively? Excel survey templates are the ideal answer. They allow you to collect information, organize it, and make sense of it all without losing your mind.

Surveying people is hard enough. Don’t make analysis more challenging than it needs to be. Free Excel survey templates will save you time, energy – and sanity.

Plus, they’re way more reliable than asking your cat for feedback. Trust me on this one.

Don’t let your data fall apart; let Excel templates be the missing piece to your survey success. So put down the calculator and let Excel do the heavy lifting for you.

Table of Content:

1. What is an Excel Survey Template?
2. Why Use a Survey Template in Excel?
3. Best Excel Survey Templates
4. How to Create an Eye-Catching Excel Survey With a Customizable Template?
5. How to Analyze Survey Templates in Excel?
6. How to Download Survey Templates in Excel?
7. Best Practices For Survey Formats in Excel
8. Limitations of Using Customer Survey Templates in Excel
9. Survey Templates in Excel FAQs
10. Wrap Up

What is an Excel Survey Template?

Definition: An Excel survey template is a pre-made or custom-built spreadsheet designed to collect data from survey respondents. Think of it as a genie in a bottle, empowering you to create informative and entertaining surveys. These templates usually include questions and answer options. Also, they include formatting to make the survey visually appealing and easy to complete.

Why Use a Survey Template in Excel?

You can gather insightful feedback and opinions from your audience using an Excel survey template. Then use that to your advantage to make wise decisions and accomplish your goals. Use an Excel survey template for the following reasons.

• Customizability: You can tailor Excel survey templates to fit your specific needs. This includes the types of questions asked, answer options, and formatting.
• Easy to Use: Many people are accustomed to using Excel, which makes creating and completing surveys simple.
• Time-Saving: Using a pre-made template or creating your own can save time than manually inputting data from paper surveys.
• Cost-Effective: Excel survey templates are often free, unlike some online survey tools that require a subscription.
• Efficient: Responses are automatically recorded in the spreadsheet, making data collection and analysis straightforward.
• Accessibility: You can distribute Excel survey templates via email or social media or embed them on a website. This makes it easy to reach a wide audience.

Best Excel Survey Templates

The correct Excel survey template will assist you in achieving your objectives quickly and efficiently. Below are some of the top Excel survey templates you can use.

• Microsoft Forms

Microsoft Forms is a free Excel-integrated survey tool. It offers ready-to-use survey formats that you can modify with little effort. Microsoft Forms allows for easy data collection from surveys. Then you can visualize the results in Excel.

• Survey Monkey

Survey Monkey is a popular online survey tool. It provides customizable templates, different question types, and data analysis tools. Exporting the responses to Excel allows for more in-depth analysis.

• Typeform

Typeform is a popular online survey software. It offers a wide range of questionnaire templates, form options, validations, and logic. You can use it to create surveys that can be exported to Excel.

Furthermore, you can connect Typeform responses to an Excel Online workbook. Then you can create filtered views, add conditional formatting, and even turn your responses into charts and graphs.

How to Create an Eye-Catching Excel Survey With a Customizable Template?

Creating an Excel survey template is easier than you think. Follow these steps and turn your data into gold.

1. Determine the purpose of the survey: The questions you ask in your survey should serve a specific purpose.
2. Create a new Excel workbook: Open a new Excel workbook and create a new sheet for the survey.
3. Add the survey questions: Insert the survey questions into the sheet. Keep your queries focused and to the point.
4. Format the survey: Use formatting tools in Excel to ensure the survey is appealing and easy to read. You can also add validation rules to ensure the accuracy of the responses.
5. Test the survey: Before distributing the survey, test it yourself to ensure everything works as intended. Make sure the questions are clear and easy to understand.
6. Distribute the survey: Share the survey with the intended audience through email or other means.
7. Analyze the survey results: Once you have collected enough responses, analyze the data to glean valuable insights. Then use these insights in instances such as decision-making.

How to Analyze Survey Templates in Excel?

Nothing quite compares to the thrill of combing through rows and columns of data. All this in the quest for insights that will revolutionize your business strategy.

And what better tool to use than Excel? The beloved spreadsheet that has been satisfying number-crunchers for decades.

But wait, there’s more. Why settle for boring old graphs and charts when you can jazz up your data with ChartExpo, or even use a Mosaic plot template to add a unique visual flair?

This powerful Excel add-in for Mac will take your survey analysis to the next level. Transforming your numbers into eye-catching visuals that will make everyone say, “Wow, you know your stuff!”

Benefits of Using ChartExpo

• ChartExpo is the magic wand that transforms mundane spreadsheets into exciting, insightful graphs and charts. You don’t need to be a tech-savvy wizard to use it.
• ChartExpo’s user-friendly interface allows you to conjure up fascinating visualizations with ease. From colors to annotations, you can customize everything to suit your style.
• ChartExpo is the perfect data visualization solution if you’re on a tight budget. You can try it out risk-free for 7 days. If you decide to subscribe, it’s only $10 per month.

How to Install ChartExpo in Excel?

1. Open your Excel application.
2. Open the worksheet and click the “Insert” menu.
3. You’ll see “My Apps”.
4. In the office Add-ins window, click “Store” and search for ChartExpo on my Apps Store.
5. Click the “Add” button to install ChartExpo in your Excel.

ChartExpo charts and graphs are available both in Google Sheets and Microsoft Excel. Please use the following CTAs to install the tool of your choice and create beautiful visualizations with a few clicks in your favorite tool.

Example

Let’s say you own a restaurant. You want customer satisfaction feedback on food quality, prices, and the menu. You create a survey results Excel template that consists of the following questions.

1. Is our food quality up to the mark?
2. Should we add more food items to our menu?
3. Are our Food prices better than others?
4. Will you recommend your friends to try our food?

Your respondents are to answer each question from the choices below.

1. Strongly Disagree
2. Disagree
3. Neither agree nor disagree
4. Agree
5. Strongly Agree

Assume your survey yielded the results below.

Is our food quality up to the mark?	Should we add more food items to our menu?	Are our Food meal prices better than others?	Will you recommend your friends to try our food?
Strongly Agree	Agree	Disagree	Agree
Agree	Disagree	Agree	Neither agree nor disagree
Disagree	Disagree	Neither agree nor disagree	Strongly Agree
Agree	Neither agree nor disagree	Disagree	Disagree
Agree	strongly Disagree	strongly Disagree	Agree
Strongly Agree	Disagree	Agree	Neither agree nor disagree
Agree	Agree	Disagree	Strongly Agree
Strongly Agree	Strongly Agree	Strongly Agree	Disagree
Disagree	Disagree	Strongly Agree	Strongly Agree
Neither agree nor disagree	Strongly Agree	Agree	Disagree
Strongly Agree	strongly Disagree	Strongly Agree	Agree
Disagree	Strongly Agree	Strongly Agree	Disagree
Strongly Agree	Neither agree nor disagree	Strongly Agree	Strongly Agree
Neither agree nor disagree	Agree	Agree	Neither agree nor disagree
Strongly Agree	Strongly Agree	Disagree	Strongly Agree
Strongly Agree	strongly Disagree	Neither agree nor disagree	Disagree
Strongly Agree	Strongly Agree	Strongly Agree	Agree
Disagree	Neither agree nor disagree	Strongly Agree	Strongly Agree
Strongly Agree	strongly Disagree	Agree	Disagree
Strongly Agree	Strongly Agree	Strongly Agree	Disagree

• To get started with ChartExpo, install ChartExpo in Excel.
• Now Click on My Apps from the INSERT menu.

• Choose ChartExpo from My Apps, then click Insert.

• Once ChartExpo is loaded. Click on “Likert Scale Chart” from the list of charts.

• Select the sheet holding your data and click the Create Chart from Sheet Data button, as shown below.

• When you click the “Create Chart From Selection” button, you have to map responses with numbers manually. The Likert scale has this arrangement:
  • Strongly Disagree=1
  • Disagree=2
  • Neither agree nor disagree=3
  • Agree=4
  • Strongly Agree=5
• Once all is set, click the “Create Chart” button.

• The Likert Scale Chart will look as below.

• If you want to have the title of the chart, click on Edit Chart, as shown in the above image.
• To change the title of the chart, click on the pencil icon that is available very next to Chart Header.
• It will open the properties dialog. Under the Text section, you can add a heading in Line 1 enable the Show Give the appropriate title of your chart, and click on Apply button.

• Let’s say you want to add text responses instead of numbers against every emoji.
• Click the pencil icon next to the respective emoji. Expand the “Label” properties and write the required text. Then click the “Apply All” button.
• Click the “Save Changes” button to persist the changes.

• The final chart will look as below.

Insights

• 70% agree that the food quality is good, but 20% disagree.
• 45% want to see more food items added to the menu. 40% do not want any more additions, and 15% have no opinion.
• Regarding food prices, 65% agree, 25% disagree, and 10% maintain neutrality.
• 50% of the customers agree to recommend the food to their friends. 35% disagree, and 15% have no opinion.
• Overall:
  • 58% of the customers responded positively to the survey questions.
  • 29% gave a negative response.
  • 13% had no opinion.

How to Download Survey Templates in Excel?

1. Open Excel: Launch your Excel application and install the ChartExpo add-in if you haven’t already.
2. Access ChartExpo: Go to the “Insert” menu, find ChartExpo, and open the tool.
3. Search for Survey Templates: Look for survey-specific templates within the ChartExpo interface. These are often designed to simplify survey analysis, like Likert scale charts or rating visualizations.
4. Select and Customize: Choose the template that fits your needs. Customize it by importing your survey data.
5. Download or Save: Once the visualization is complete, you can save or download the survey template in Excel format.

Best Practices For Survey Formats in Excel

1. Clear Structure: Organize your survey with headings, sections, and a logical flow to make it easy to follow.
2. Data Validation: Use data validation to ensure accurate responses (e.g., dropdown lists, restricted inputs).
3. Consistent Formatting: Apply consistent fonts, sizes, and colors to enhance readability and highlight important sections.
4. Cell Protection: Protect formula or answer cells to prevent accidental changes and preserve data integrity.
5. Automate Calculations: Use formulas for automatic calculations, like scoring or summing responses, to save time and improve accuracy.

Limitations of Using Customer Survey Templates in Excel

1. Limited Customization: While Excel offers some customization options, it may not support advanced survey features like skip logic, dynamic question flow, or multimedia inclusion.
2. Data Entry Errors: Since Excel is a manual input tool, there’s a higher risk of data entry errors (e.g., incorrect responses or formatting issues).
3. Limited Collaboration: Excel is not ideal for real-time collaboration, especially if multiple people are entering responses simultaneously.
4. Difficult Data Analysis: Large datasets or complex survey responses can be hard to analyze without advanced tools or integration with data processing software.
5. Lack of Response Validation: While you can use some validation tools, Excel doesn’t offer advanced response validation (e.g., automatic consistency checks across multiple questions) like survey platforms.

Survey Templates in Excel – FAQs

How do I create a survey in Excel?

To create a survey in Excel:

• Choose the questions.
• Create a table in Excel with a column for each question.
• Add rows to record the replies.
• Create response options using Excel’s data validation tool.
• Distribute the survey and gather feedback.
• Analyze the feedback.

How do I summarize survey results in Excel?

Use pivot tables to summarize survey results in Excel. They can quickly count, average, or sum up survey responses by category or subcategory. This makes it easier to identify trends and patterns.

Can I use Excel survey templates for market research?

Yes, you can use Excel survey templates for market research. Excel offers various survey templates for varied survey needs, including market research. These templates precisely capture the data you need to help you with decision-making.

How do I know if my survey questions are effective?

To know if your survey questions are effective, ask yourself the following questions:

• Are the questions clear and easy to understand?
• Are the questions relevant to the research objectives?
• Are the questions unbiased and free from leading phrases?

Wrap Up

Refrain from settling for mediocre survey results when you can have the best. Excel survey templates are like a secret weapon for data collection and analysis. It’s like having a personal survey superhero at your fingertips.

You can save time and money with Excel survey templates. They are simple to use, and you can tailor them to suit your brand. Furthermore, they facilitate and improve the effectiveness of survey analysis.

Remember that you don’t need sophisticated technical knowledge to design an Excel survey template. All you require is an effective tool. Then, you can create an Excel survey template and start gathering customer feedback in minutes.

You cannot, however, simply construct an Excel survey template. You must also understand how to analyze the data to attain your objectives.

Use ChartExpo.

With a few clicks, ChartExpo adds interactive visualizations to your spreadsheets. Therefore, you can create appealing and insightful visualizations of your data.

Why not give it a whirl and see the magic for yourself?