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How do I create an interactive survey using ONLY Microsoft Access? Is it even possible?

Anonymous
2019-06-17T18:53:37+00:00

Hello, thank you in advance for the responses! 

Okay, so for work I have been instructed to learn Microsoft Access (I am using Access 2010) and use it to create a survey that has previously been a google form. The goal is to have this access document be sent out to an employee each week and then they would be able to answer the survey questions (it's a safety audit so all yes/no answers) and then access would store the responses week after week. So when they open the document they would be prompted with a pop-up to complete the survey and they would save and be done. And as time goes by, that document would store more and more data as more people take the survey. 

The only problem is, I have been doing alot of research and I am not sure this is even possible in Access? I have no Access experience, save for the past 2 days I've been watching YouTube videos and reading manuals, and I'm not having much finding the information I need to complete this task.

The survey is a safety audit, so essentially an employee would get an email with the document attached and they would have to walk around the company and as they go through each department answering 5 or so yes/no questions. I'm also not sure how to set up my tables because each week the survey is taken by a different employee and there are 8 departments with 5 or so questions each. I'm also not sure if there is a way the document can stay "live," as in the survey responses are saved but a blank survey is generated for the next person? 

I'm just generally confused on if this is something that Access can do. I have tried to set up tables and forums but I can't seem to make it user friendly or easy to follow. I also am not sure how to make it interactive (like the person taking the survey needs to be able to click "yes" or "no" and have their response saved.) 

If you need any other info please comment, I've been searching the internet and I can't seem to find any information on how to accomplish this, or if it even can be accomplished? 

Thankyou!

Microsoft 365 and Office | Access | For home | Windows

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  1. Anonymous
    2019-06-18T19:49:42+00:00

    You might like to take a look at Questionnaire.zip in my public databases folder at:

    https://onedrive.live.com/?cid=44CC60D7FEA42912&id=44CC60D7FEA42912!169

    Note that if you are using an earlier version of Access you might find that the colour of some form objects such as buttons shows incorrectly and you will need to  amend the form design accordingly.

    This file enables you to set up as many questionnaires as you wish.  The essential basis of such a database is a many-to-many relationship type between the questions, answers and respondents.  This 'responses' relationship type is modelled by a table which resolves the relationship type into three one-to-many relationship types.  My file takes things a little beyond this basic model as it allows a response to a question to be one or more answers, with each question being designates as single answer or possible multiple answer when the questionnaire is designed.

    The model for the database is as below:

    The user interface in my file is only one possible format.  It would be possible to design a differently formatted user interface based on the same model.

    The main file as designed allows choices from two or more answers per question, but the zip file also includes a file with alternative objects for free-form text answers.  These were requested by someone else here, but they do not lend themselves to easy analysis of the responses of course.  From what you've said I don't think you'll need these alternatives.

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  2. Anonymous
    2019-06-18T21:13:32+00:00

    Is this a business situation? Do you have one of the Office 365 for Business bundles?

    Sorry, I don't know if it is possible with Access, but I do know it is possible with Excel as the database. You could then export the data as CSV, or maybe even connect access to the spreadsheet (I know Excel can connect directly to Access DBs, so I expect the same is true the other way around).

    Before you start building anything, you need to ask and answer a bunch of questions about what information needs to be collected and what is going to be done with it. You need to do analysis before you can design your database and front end.

    Have you figured out all of the information you need to save?  A 5 question survey sounds pretty simple. It can get more complex if you want to get fancy.

    At a guess:

    Date

    employee ID #(?)

    Employee name

    department

    5 (or so?) question responses

    .

    Do you want / need to verify the employee name / ID being entered? That would need a table with valid employees in it.

    .

    Do you want to verify valid department names? That could be a simple drop down list

    .

    Are the questions different by department?

    Does every one answer exactly the same questions?

    How are the answers formatted, are they essay, mulitple choice, etc?

    Do you have to "mark" the answers?

    What sort of reporting do you need to do?

    .

    Since it sounds like you have a variable number of questions, depending on department(?), the simplest design would be:

    • a table for the base survey information,
    • an Answer table to save the replies.
    • If there are different questions, by department(?), you would also need a question table.

    Having separate question and answer tables allows you to be totally flexible, number of questions asked, different mix of questions for every person (?), different questions by department

    .

    .

    Although this article is written with Excel in mind, the principle applies to Access too:

    @ **Start With a Prototype**           2008 10 17

    When you’re creating an application, such as a client’s database, or complex workbook, do you start with a prototype, or do you dive right in?

    .

    .

    Rather than emailing a "document" you should give them access to a "front end" form, either in Access or Forms/Excel.  They fill in the data, when the finish they save and their replies are saved to the database.

    **********  DB Design ************

    Here are some articles about DB design. Even though they are written about Excel PowerQuery / PowerPivot, the basic design ideas translate to Access.

    ! Hierarchies in PowerPivot ****

    https://support.office.com/en-us/article/hierarchies-in-power-pivot-002cf883-3b5f-497c-bfa1-ab2271cdb73b

    One way you can modify a PowerPivot Data Model is to add a hierarchy. For example, if you have geographic data, you can add a hierarchy that has country at the top, and drills down to region, state, and city. A hierarchy is a list of columns that roll up to a single item in a Pivot or Power View report. A hierarchy appears as a single object in the Field List. Hierarchies make it easier for users to select and navigate common paths of data when creating reports and pivot tables.

    @ The Optimal Shape for Power Pivot Data – Star Schema         14/08/2015          Matt Allington

    https://exceleratorbi.com.au/the-optimal-shape-for-power-pivot-data/

    One of the topics in my book “Supercharge Power BI:Power BI is Better When you Learn to Write DAX”  talks about the optimal shape of your data tables.  It is such an important topic that I have decided to share some modified extracts from the book here.

    *****  Courses and books, mostly free ********

    Access Database Best Practices: How to Deploy Your Access Database to Multiple Usershttp://www.opengatesw.net/ms-access-tutorials/Access-Articles/MSAccess-Deployment-Best-Practices.htm

    A common question raised by many Access users creating a multi-user database is how best to deliver your solution so that it is secure, fast, and upgradeable.  Access database deployment within your organization, or to your end customers, should be well thought out in advance to avoid performance issues, reliability problems, or potentially significant security or data loss issues.  This article discusses key best practices to deploy your Access database.

    **Adding Lookup Options To A Field** Access Video Duration: 00:05:01

    **Adding A Validation Rule To Safeguard Data Entry** Access Video Duration: 00:04:02

    **Adding An Input Mask To Safeguard Data Entry** Access Video Duration: 00:04:09

    **Creating And Using Input Masks** Access Video Duration: 00:09:02

    Access video traininghttps://support.office.com/en-us/article/access

    Learning Access 2016https://www.linkedin.com/learning/learning-acce

    Learning Access for Office 365https://www.lynda.com/Access-tutorials/Learn-Ac

    Learning Relational Databaseshttps://www.lynda.com/Access-tutorials/Learning

    ·     Access 2013 Quick Start Guide

    ·     What’s new in Access 2013

    ·     Access training

    ·     Make the switch to Access 2013

    ·     Basic tasks for an Access app

          Basic tasks for an Access 2013 desktop database

    **Work with databases in Access******http://office.microsoft.com/en-us/office365-suite-help/redir/HA104126140.aspx

    Introduction to Access 2016 Kennesaw State U

    Download free Introduction to Microsoft Access 2016, course tutorial, PDF file made by Kennesaw State University.

    Access 2003 Keyboard Shortcuts Best STL

    Access  

    www.stl-training.co.uk/access-vba-training.php

    www.stl-training.co.uk/download/manuals/Access-2007-Best-STL-shortcut-keys.pdf

    www.stl-training.co.uk/access-advanced-courses.php

    www.stl-training.co.uk/download/manuals/Access-2003-Best-STL-shortcut-keys.pdf

    www.stl-training.co.uk/access-introduction-courses.php

    www.stl-training.co.uk/access-intermediate-courses.php

    <edit: Updated links>

    ACCESS 2010: PART I (Free)http://bookboon.com/en/access-2010-part-i-ebook 

    Stephen Moffat, The Mouse Training Company

    Premium Free PDF English Pages 109

    Access 2010 is a powerful Database application that allows users to produce tables, forms, queries and reports within…

    How to Learn Microsoft Access: 5 Free Online Resources -

    https://www.makeuseof.com/tag/learn-microsoft-access-5-free-online-resources/  

    Microsoft’s Access Training -https://support.office.com/en-in/article/Access-2013-training-courses-videos-and-tutorials-a4bd10ea-d5f4-40c5-8b37-d254561f8bce****Seeing as how Access is a Microsoft product, who better to teach you the ins-and-outs of how this program is meant to be used? Fortunately, Microsoft provides a series of online videos that cover several different topics for Beginners and Intermediates.

    Each video is between 15 to 20 minutes long. The first one covers the key concepts and principles that make Access what it is, and subsequent videos explore skills like database creation, querying for data, and using advanced query parameters.

    **GCF Learn Free**

    http://www.gcflearnfree.org/access2013

    GCF Learn Free is an initiative by the Goodwill Community Foundation that aims to teach skills necessary for prosperity in the 21st Century. The site is home to 1,000+ lessons across various subjects, and they’re all available for free.

    Of those lessons, 19 of them cover basic Access education. Most are available in either text format or video format (both formats include helpful diagrams and illustrations to guide you along). The ones without videos are short enough that video wouldn’t add much value.

    While these aren’t the most in-depth tutorials, they’re great as an introduction and as refresher lessons in case you get rusty and need a few reminders.

    **Quackit Access Tutorial******  -

    http://www.quackit.com/microsoft\_access/tutorial/

    Though Quackit is technically a resource for web developers, it does contain a short and sweet tutorial series for Access. Like GCF Learn Free’s Access series, this one is good for an introductory overview. As such, it should be supplemented with a more in-depth resource.

    If you’re interested in learning more about web development, consider checking out Quackit’s other tutorials on databases and SQL (including MySQL and Microsoft SQL Server).

    **Holowczak’s Access Tutorial**.  - 

    http://holowczak.com/microsoft-access-2007-and-2010-tutorial/

    Rich Holowczak is a computer guru who has worked with numerous computer systems leading all the way back to the Apple II and has been teaching computer science for several decades. Suffice it to say that this guy knows his stuff.

    His website is home to a number of tutorials, but his biggest hit is his Microsoft Access series. It comes in two versions: the original was written for Access 97/2000/2003 while the second version is updated for Access 2007/2010/2013. We recommend the second one.

    The series starts with basic concepts and interface tips, moves onto manipulation of tables/queries/forms, and ends with a handful of more complicated topics like reports, switchboards, and advanced database design.

    PC Learning Zone YouTube Series

     -

    https://www.youtube.com/watch?v=ySyMn3H4rvg&list=PLhKFRV3-UgpeA_3wzRHF8AS8T7ppKvm9O

    It doesn’t take much effort to find plenty of YouTube playlists for learning how to code, which is a good thing since YouTube instructionals can be quite helpful — and that’s the case with PC Learning Zone‘s multiple series.

    The Access Beginner Level 1 series is comprised of 13 videos that last a little over 3 hours in total. There’s another playlist called Access Level 2 which digs a bit deeper. As of now, the Level 2 series is halfway done and still in production.

    If you look through the channel’s playlists, you’ll find other helpful series for Word, Excel, and older versions of Access. Want to brush up on your Office skills? This is a great resource for doing that.

    Hint: Here are some tips for setting up YouTube for better learning.

    *********************  Forms & Excel *************************

    These are probably irrelevant, but maybe not. Here are some articles about using the Office Forms feature to provide front end for an Excel spreadsheet.  It includes a way to email "invites".

    Forms online- Analyze Survey Data in Excel + Video            November 15, 2015

    https://www.excelcampus.com/pivot-tables/analyze-survey-data-in-excel/****Learn how to analyze multiple choicesurvey data.  Conduct Survey / Forms online. Export to Excel Desktop. Load into Power Query to transform the data. Finally, analyze the results with Pivot Tables and Charts. A 3-part video series explains all the techniques in detail.

    Video 1: Unpivot the Data with Multiple Columns5min43

    https://youtu.be/GJznCipDeg0

    Video #2: Unpivot the Data with Comma Separated Values        4minhttps://youtu.be/h-sKEPEvwZ8

    Video #3: Summarize & Analyze Survey Data with Pivot Tables and Charts          6min

    https://youtu.be/NBgL8ItVdKY

    sample datasheet Analyze Multi Choice Survey Data.xlsx (37.3 KB) Excel Campus

    Forms online- Create a form with Microsoft Formshttps://support.office.com/en-us/article/Create-a-form-with-Microsoft-Forms-4ffb64cc-7d5d-402f-b82e-b1d49418fd9d

    With Microsoft Forms, you can create surveys, quizzes, and polls, and easily see results as they come in. The article covers using forms in the “Forms Online” applet, OneDrive for Business, Excel Online and OneNote Online.

    Forms Online- Create a Free Survey and Collect Data with Excel  April 13, 2016          Wil Conway        4 minutes

    https://www.makeuseof.com/tag/create-free-survey-collect-data-excel/

    Are you tired of having to manually collect and consolidate data, from various people, into your Excel spreadsheet? If so, chances are you have yet to discover Excel Survey.

    Microsoft introduced Excel Survey a few years ago along with Office Online. However, you may not have noticed it if you haven’t ventured outside of the desktop version of Office. The survey feature is only available in the online version, which makes sense considering you will need your survey to be available to users via the Internet.

    Forms online- Forms for Excel, new experience for Excel survey in Office 3652017 09 22https://techcommunity.microsoft.com/t5/Microsoft-Forms-Blog/Forms-for-Excel-new-experience-for-Excel-survey-in-Office-365/ba-p/109195

    Forms for Excel, powered by Microsoft Forms, has replaced Excel Survey. Forms comes with a modern experience to make it simple and easy to collect information from users in the same organization, to anyone in the world. Forms for Excel includes new features such as response time, responder name, images, videos, themes, and branching logic.

    Forms Online- Getting Microsoft Forms results into Excel Desktophttps://office-watch.com/2019/getting-microsoft-forms-results-into-excel/****Microsoft Forms can export survey/quiz results to an Excel workbook, here’s how to do that easy and efficiently. The current method of getting Microsoft Forms results into Excel isn’t very elegant. Surprisingly, it doesn’t make use of Excel’s excellent data import and update features. At the moment, you have to download an Excel worksheet with the Form results to date.  There’s no option to get the results as an updatable data feed into Excel’s PowerQuery. Hopefully it’s on the developers ‘To Do’ list. Until Forms integration with Excel improves, here’s the best way to do it.

    Forms online- Introducing Forms for Excel     2017 09 22

    https://techcommunity.microsoft.com/t5/Microsoft-Forms-Blog/Forms-for-Excel-new-experience-for-Excel-survey-in-Office-365/ba-p/109195

    Forms for Excel, commercial customers, powered by Microsoft Forms, has replaced Excel Survey. This update, available for Office 365 Commercial and Education customers, comes with a modern experience to make it simple and easy to collect information from users in the same organization, to anyone in the world. Forms for Excel includes new features such as response time, responder name, images, videos, themes, and branching logic.

    Forms online- What is MS Forms? Forms Help Centerhttps://support.office.com/en-us/forms?ui=en-US&rs=en-US&ad=US&fromAR=1

    With Microsoft Forms, you can create surveys, quizzes, and polls, and easily see results as they come in. When you create a quiz or form, you can invite others to respond to it using any web browser, even on mobile devices. As results are submitted, you can use built-in analytics to evaluate responses. Form data, such as quiz results, can be easily exported to Excel for additional analysis or grading. Microsoft Forms is not a replacement for Microsoft InfoPath. Use an advanced survey Make a survey, send it out, and then analyze responses by using powerful Power BI reports.

    Learn more in frequently asked questions.

    Forms Online- Surveys in Excel, hosted online (Forms)

    https://support.office.com/en-us/article/Surveys-in-Excel-hosted-online-5fafd054-19f8-474c-97ec-b606fcda0ff9

    Surveys let other people fill out your list—like a sign-up sheet or questionnaire—where you can see it all in one place online. In OneDrive and OneDrive for Business, you can create a survey that others fill out just by opening the link you provide. You’ll see everyone’s response compiled in one online spreadsheet.

    .  *  Add Question to add a new question to the survey.

    .  *  Choice Question: giving people a list of choices

    .  *  Text, Rating, Date, Time questions.

    .  *  Number responses can be calculated with math functions to find things like totals and averages.

    .  *  Click Add “Other” Option to add a choice option that displays the text Other.

    .  *  Multiple Answers, Required

    .  *  randomly shuffle the order of the options displayed to users of the survey

    .  *  add a subtitle for a question.

    .  *  restrict the numbers by selecting from the various options such as Greater than, Less than, Between, and many others.

    Create a form with Microsoft Forms

    https://support.office.com/en-us/article/create-a-form-with-microsoft-forms-4ffb64cc-7d5d-402f-b82e-b1d49418fd9d

    Excel Online OneDrive for Business OneNote Online Microsoft Forms

    With Microsoft Forms, you can create surveys, quizzes, and polls, and easily see results as they come in. Creating a quiz? Start here.

    Share a form to collaborate

    https://support.office.com/en-us/article/share-a-form-to-collaborate-d5bb5cf0-8401-4c15-bb8c-8e108cd7e69b

    Microsoft Forms

    In Microsoft Forms, you can have multiple people collaborate on the structure and layout of quizzes and forms. When you share a quiz or form to collaborate, you create a special link which allows others to view and make changes to the design of a quiz or form you started. All contributors to your quiz or form can also view, edit, and delete responses. Contributors can also share the quiz or form with others by sending them the form collaborate link.

    Check your form resultshttps://support.office.com/en-us/article/check-your-form-results-02859424-341d-406f-b32a-9a0fbaf357af

    Microsoft Forms includes rich, real-time analytics that provide summary information and individual results for surveys and other types of forms. You can export the results to Microsoft Excel for more in-depth analysis, as well as delete or print a summary of responses.

    .  *  View summary information for your form

    .  *  Check response data for each question

    .  *  Export form results and open in Excel

    Forms Online- Using Microsoft Forms for quick and easy surveys and quizzeshttps://mva.microsoft.com/en-US/training-courses/using-microsoft-forms-for-quick-and-easy-surveys-and-quizzes-17862****In this Microsoft Virtual Academy we will show you how to use Forms to create a survey or quiz; send out the link; and access the responses.

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  3. Don Varnau 19,775 Reputation points Volunteer Moderator
    2021-05-25T23:10:35+00:00

    Unlocked on 5/25/2021.

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  4. Anonymous
    2019-06-18T19:23:18+00:00

    Hi Leah,

    I think you could absolutely do this. My advice would be to use forms on the front end for your survey and store each employee's entries as a new record in the table. Depending on how you wanted the survey to function you could either have one continuous form with all the questions on it OR create a series of forms, one for each part of your survey, with a Next button to navigate to the next part.

    If you expect the database to grow rather quickly, I would also suggest splitting it and store the back end on a shared drive with each employee using the front end to complete the process.

    Hope this helps!

    Heather

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