How do you Create an Employee Benefits Portal?

The workflow that Cliff suggested is one way.  Another, simpler way is to use an Excel Online Form to collect the information.  Those submissions would be accumulated in a spreadsheet only you have access to. Then you could import that data from the online for to a desktop Excel spreadsheet.  There you could use the data to create a "dashboard" using a series of tools: PowerQuery, Excel Tables, PivotTables, maybe even PivotCharts.

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You can define "Slicers" on the Tables/PivotTables/PivotCharts to filter the information displayed.

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I'll provide links to some articles. Feel free to ask more specific questions.

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If you can provide us a sanitized version of the information you are working with, and manually typed versions of the reports you want to see we may be able to provide more specific help. (see the information at the bottom of this reply for instructions on how to share files

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The following Wiki has a collection of links for the various “advanced” Excel tools. There links to free webinars, short articles and a few free and paid ebooks. I'm not sure how they fit into your plans, but I think it would be worth your while to look at at least one of the "Dashboard" or "PivotTable" webinars to get an overview of what these features can do for you.

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I like to download the webinar replay recordings for future reference, and download the example workbooks.  If you are gung ho, you could add time references into the workbook back to the recorded session to make future cross reference easier to find specific features / instructions (I’ve been doing that).

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These free sessions run roughly 1 hour each followed by a short shill for their related courses (which definitely sound worth the price).

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Getting Started with “PowerQuery” / “Get & Transform” > Tables > PivotTables > PivotCharts > Dashboards ... PowerBI Article:   https://answers.microsoft.com/en-us/msoffice/forum/msoffice_excel-mso_win10-mso_o365b/get-started-with-get-transform-tables-pivottables/fea2f31d-7835-4f77-ad34-6fe3e6d07620?tm=1537369871055.***************************

Here are some links to articles on MS Survey Forms

e forms- Mastering Excel User Forms (2015).pdf  60pg  Excel 2013  (downloaded) Mark Moore-

Using                                              Forms

Excel                                              Model

Data                                               Structure

Form                                              Objects

Other                                             Lessons

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@ Forms for Excel, new experience for Excel survey in Office 365      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, in Preview for 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.

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Analyze survey data in Excel?

https://www.extendoffice.com/documents/excel/1476-excel-analyze-survey.html

If there is a list of survey data in a worksheet as shown as below, and you need to analyze this survey and generate a survey result report in Excel, how could you do? Now, I talk about the steps about analyzing survey data and generate a result report in Microsoft Excel.

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Survey Template With Option Buttons

https://www.contextures.com/xlForm01.html

To create an Excel survey template, you can use the Options Button controls from the Forms toolbar. Do this manually, or use the sample code from this tutorial, to create it programmatically.

.  *  Create a Survey Form

.  *  Manual Setup

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Upload Example - Trouble Shooting - Share Personal OneDrive File (not Business OneDrive)

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Trouble shooting problems in files can be like a visit to the dentist, a long, slow painful process of us trying to “extract” the clues needed to recognize the problem in a back and forth flow of questions and answers so that we can come up with a / “the” solution.

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Often it is faster and easier for everyone if we have a “sample file” get "hands on", to look at, and to “play with”.

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This next link provides some tips on setting up a sample file and specific instructions for uploading and "sharing" it for us to access:

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https://answers.microsoft.com/en-us/windows/forum/windows_other-winapps/trouble-shooting-share-onedrive-file/a231a097-bcbf-4e34-ad6c-a33118baf471

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that article links to macros to randomize text in Word and numbers in Excel

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This article describes another way of sharing Office files:

2020 03 09- Share a cloud stored document from Microsoft Office

https://office-watch.com/2020/share-cloud-stored-document-microsoft-office/

Using “Invites” to specific people from inside Office apps. Modify document access permissions and add a “note” with “how to” instructions for recipient

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The first 2 minutes of this video gives an example of What I mean by a “simple” example. Use short simple names and quantities, and just 2 or 3 rows per sample data you want calculations done on.  You want simple numbers so you can do the math checks in your head.

Col- **Stacking Columns of Data (Unpivot, Split Columns by delimiter, and everything!)****(PowerQuery)******2017 04 16

http://ozdusoleil.com/2017/04/16/power-query-stacking-columns-of-data-unpivot-split-columns-by-delimiter-and-everything/

We’ve got headers and a large number of paired columns that need to be condensed down to just 2 columns. 

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Dear Jazzy,

Welcome to share any updates when you have time if you need further help on this issue.

Best Regards,

Cliff