 Hello everyone and welcome back to another video. Today's video could be quite a short one It's just a topic that I've seen pop up a few times this last week And I felt it was really beneficial just to share with everyone on this channel It's stepping away slightly from Excel although obviously Excel is at the heart of why we'll be using this technique But we're going to be using forms that are available to us in OneDrive or your Microsoft Office 365 account The real benefit of using these forms is that you can create a form that's stored Obviously on the with OneDrive or Microsoft and it allows you to share that form with whether it's work colleagues or friends and family and they are able to access that form either on their mobile device or their computer and Obviously fill in that form and capture and enables you to capture the data that you require Ultimately once you then capture that information you can then pull it into Excel and do any analysis that you require So if you're new to the channel, thank you very much for stumbling across the channel Please if you do enjoy the video give it a like and also do remember to subscribe to the channel and hit that bell notification button So you're notified of all our future videos. So to jump into today's video What we're going to do is quickly create a form I'll step through obviously the options and flexibility we have with using the forms And then we're just about to see what the information is coming out the other end So from your OneDrive account and that is where I'll be creating this form from today Just because that's where I have access to it and obviously got my files stored So hopefully and this will cover off majority of people who've got a OneDrive account as well If you haven't got a OneDrive account, all you need to do is google OneDrive and you'll be able to create your account from there So when you're into OneDrive, all you need to do from this page is go into new And you'll see there's an option down here to go forms survey So all we need to do is click form survey And that will bring us up with our default template to work with So I've got a couple of sections on here. So you can see we've got this first tab. What is question? So this is where we'll populate the questions for our survey Responses tab. This is where you can see the responses of everyone who submitted a response to that form And then we're able to go into preview change the theme And then we've got some options when it comes to sending the form as well So the first thing we'll do is populate our form and then we'll go through the other aspects of it So the first thing we want to do is create a title for our form. So let's call this Example survey. So I've been very creative here with my titling and the description. We'll just put in here. Please Use this form to submit Your information Sounds very obvious But often the description that is obviously just telling the individual exactly what you want them to is the best thing to use And let's go for an image. We can either obviously upload an image Usually we've got on our one drive account or we can do it being image search. So let's go for something nice like a beach again Got nothing in comparison with what we're actually doing, but let's just include it just as a way of showing you how it works So again, we've got our title example survey We've got a nice little image there to captivate the this person submitting the form And then just a quick little description to tell them what's needed So we're going to add new and add new refers to add new field to the form So the first thing we'll do and this will be a very basic form is just asking for their name Within using this text field, we have a couple of options. We can have either a long or short answer So at the moment it's uh onto it's turned off the long option So this just means you're going to have a single line of text that you would use for probably capturing someone's name If you're wanting to capture a response So maybe like a sentence or multiple sentences or bethway putting it multiple lines of information You can then toggle to a long answer and you can see it just gives you an expanded text box for the user to work with But for ours, we're going to stick with the short one The required toggle just enables us to say if it's a mandatory field or not So if you have it unchecked as it is at the moment The user could skip this field submit the form and that'd be fine And but obviously you'd be in you'd end up with a blank Field of information here when you come to look at the data So if you want to ensure that the user does have to submit this information here before they can submit the form we just need to toggle that on to required Add another field we just went on to add new and now we can change choose from one of our other options Let's go into date just to get an to show you how that works So we can enter in here a date Let's put date of birth the first one comes to mind And then when the user is populating this it'll give them the calendar pop up So they can actually select the date from the calendar just to ensure obviously the Format of the date caption is intended as you required And you can see by default that one has been put to required as well We're going to add new again This time let's say let's do a multiple choice And we'll ask them for their favorite color So let's go option one with a blue Option number two. Let's say we want yellow And you can see the form has already identified what we're really trying to achieve here So it's given us a load of suggestions with different colors. So we'll just click a few of those If we decide that we don't want one of these colors All we need to do is highlight over or hover over and you'll see the delete icon there to remove Alternatively, if we have a preference of what order these appear in All you need to do is hover over the left and you'll see these dotted icons Click one of those and then you can click and drag and move The option to the desirable location You can obviously add more options here and ultimately here We've got the choice of multiple answers. So at the moment it's left So they have to select or they can only select one option Or if we toggle that on they're able to select more than one answer for this question But as it's the favorite, we'll leave it to just one answer being submitted And once again we've got it as required We'll do one more field just to cover off another option here so we could say comments And we'll make this a long answer. So if they've got any comments, they can submit this to us And I just clicked off there so you can see kind of the completed form But if we do want to go and change any one of those questions All you need to do is hover over you'll see this gray shading comes around that field And sort of the entirety of what that field spills Just click in and you'll be straight away into the edit mode From here we can then simply copy the question if you want to have a similar question to it Or maybe what values we want to use again We can delete the question if we decide we don't want it Or we can use these arrows here to move the question up or down Basically changing the order. So if you see at the moment comments is number four If we move it up comments now becomes question number three And you can see that favorite color has now dropped down into number four But we'll move that back And that basically concludes how to add fields to your survey Responses so this is as soon as we start getting information here, we'll see this up here here This is only the person creating the form that has access to this And you'll also see here that we have an open in excel button So once we've got some responses, we can push this open in excel And this then obviously will export all of our submitted results into excel So we can actually do our analysis within the excel tool The one thing with this though is you'll see it's Well, it might help if I explain what you want to see So at the moment this excel button here is just the excel icon and obviously open in excel If I push this it will extract all answers that have been received into the survey at the point of pushing that button If any more responses are submitted thereafter We will then need to do another export of here to get the new new information Basically this The excel that's produced from this is not connected to the form So it will not be dynamically updated with any new Survey submissions. So that's just one thing to be aware of If however, you do have a microsoft or one dry microsoft office business account Then that will give you the access to and you'll see a cloud icon next to this excel icon here And that will mean that the two are connected So any new survey submissions will automatically publish through to excel. So that's one thing just to be aware of But I think for the flexibility and the benefit this form gives have given you the mandatory fields and allowing you to count To gather the information This is kind of a small thing to have to deal with to expect that data Because once you've got it into the excel format, you can then copy it or do any other manipulation you want in excel So it's just a sort of small price to pay really for the ability to have the access to these forms So the options we have we can go into preview. So this we can preview obviously what the recipient of the form will see So we can see we've got a nice tidy form here and what they're about to obviously populate their information into We can also see what it will look like on a computer So the first icon we've got it here and we can also see what it will look like on mobile So we're also able to make sure that the formatting on the mobile device will be equally as Appealing if that's the right word or it'll actually work on the mobile device So this again is another real benefit of using these forms is that it doesn't require the user to have excel Or to be using the excel application to submit their responses They can be using whatever device they have on their pocket or in their pocket or on their hand at that particular time So it gives that real good flexibility when using the forms To go back in theme we have the option to change the theme so we can select See that we've got some default ones here or you can upload an image if you wanted to We've got a nice little underwater scene here Or we can go skiing or we can simply just change the color formatting You can see what appears light in the background and just at the top here So you can obviously play around with those or obviously use a theme that's more applicable to whatever your answers might be But i'm just going to stick with the green because it sort ties in with the excel theme you could say Lastly we've got Three dot icons right at the top here if you're going to settings This gives us a few more flexibility options with the form So obviously we can turn off accept responses if we really wanted to so we know you only use more form We can enter a start and end date So if you only wanted the form to be available between a small period of time We could put a applicable start and end date or alternatively if we wanted available just from now We could put an end date if so required You can stuff shuffle questions So if you want the questions to be randomly shuffled for each person going in we can have that option Uh, we can have email notification of each response So basically we will see even email notification as soon as each person has submitted their response And the last one we've got here is customized the thank you message So we can go into here and we can simply just say your response has been submitted We'd go I don't know. Let's just change this ever so slightly go. Thank you Your response Was submitted. I don't know but yeah, you can see you can actually obviously add that sort of personal aspect and tailor this Custom thank you messages there. We'll see you upon entering their information The last thing to do then is obviously we want to now share this form with Colleagues or friends so we go on to send And we have a few options to do here. So we can go we can just copy the link We can have a qr code. So if we wanted to utilize that We can get the embedment code So we can get the actual code that we can embed this on a website if um You have a website and you want to add this form on your website And the last one we have here is we've got uh, slender and collect responses So this is just where we can send an email that will obviously ask the users Uh, well the email will go to the users containing the link for them to obviously submit the form What i'm all going to do is literally i'm just going to copy the link just for the purposes of this tutorial So I can go into send copy the link And then we'll go into a new tab and we'll just paste that link And you can see we've now got the form here. So let me just now populate this. So let's go rename Date of birth. I'm just going to select a random date Favorite color. Let's go for blue any comments. No more comments Thank you Being very polite in these submissions And then when you hit submit This is the well the thank you message that the user will now receive what we looked at briefly at the end there So thanks. Thank you your response was submitted. So that's all being submitted. Thank you very much very easy So what we can now do is close down this sheet here And you'll see i've still got this tab open But all I really want to do is navigate into here into the uh office 365 account And I can't see the apps. I go into all apps and then go into the forms And from here you can now see my example survey here. So if I go back into that survey We can now see that we have received a response. So let's go into that response there And there you go. We can now see that there is This is the information. So we've got one response the last latest response was from ben Latest response information and we've got a tally in toll going on here of the detail that we've captured so far Okay, so what i've just done now, I think I probably will cut that out because there's obviously no interest in you watching me Actually populate populate the forms So i've just put a few more examples in there just so you can see how it looks So I'll put four four responses i'll now put in there So we can see how this dashboard looks so you can get the idea of how everything is working out Obviously with four responses, you can see it's quite split. So our pie chart is not real of use here But we can see the last information that's being received and obviously the who is coming from What they can now do is because we've got some information If you just click on open in excel You can see that excel has now downloaded just down the bottom corner here So let's open this up and here it is this is the excel as it obviously is exported from that form So again apologies that the data i've entered in here is obviously of no real use or value But hopefully that just shows you the benefit of obviously exporting the information from the form and how you can now take this detail And obviously utilize that within any analysis or reporting that you wanted to do The other benefit as well as you can see you get a start time and end time or completion time So this is the time that the person started filling out the form will probably access the landing page And then this is the completion time and probably which they pushed the submit button So i hope you enjoyed that video. I think it wasn't too long in the end But i appreciate that i probably did go through quite a lot of information on that So hopefully it wasn't two's or raced through and it did all make sense If you do as always have any questions, please leave a comment below the the video and i'll get back to you as soon as I can. Lastly, if you haven't already, please do give the video a like if you enjoyed it And don't forget to subscribe to the channel and hit that bell notification button So you're notified of all of our future videos. Lastly, thank you very much for watching and i'll see you in the next video Before you go, don't forget to check out the other videos on our channel You'll see everything from other functions and formulas through to tips and tricks We've also created some playlists so you can see these categorized together So make sure you check those out and get all those useful information And obviously as always don't forget to subscribe and hit that bell notification button