Creating a questionnaire in Excel

Question

Hello, I would like to create an automatic questionnaire for my in-take client process. Basically, what I am trying to do is to automate the answer I get from the client. The client will receive a questionnaire with a list of options, the client will click whatever options apply to the service they need. Then, I will paste the answers that the client provide to an Excel file in which I have these options set up in a way that I have all the details I need to consider to provide the information related to the option the client clicked. Example: the client can click on option A, option B and option C. Client chose option A and option C. This client only sees these options. When I enter option A and option C in my Excel file, I would like the output to be what the different variables are for option A and option C so I will be able to know how to respond to this client's needs.

Answer 1

Hi MariaPatino1,

If you are looking to create a dependent dropdown lists and considering using Microsoft forms, this feature is not yet available. In Microsoft Forms you can only add branching i.e., it allows you to add a logic to a survey or quiz so that it changes according to the responses to specific questions. In a survey or quiz that branches, questions appear only if they are relevant to the respondent. If the questions don't apply, the respondent is redirected to a different set of questions or will skip a set of questions altogether.

Reference: Use branching logic in Microsoft Forms

Besides, if you want to create the list in Excel, please check the following links:

Create Dependent Drop Down Lists

How to Create a Dependent Drop-Down List in Microsoft Excel

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Regards,

Neha

Answer 2

Hi Maria

I think this is the best solution for your problem

https://www.youtube.com/watch?v=nXeYv-W-Wt4&t=164s

https://www.youtube.com/watch?v=Eys3YTmtK2s&t=202s

https://www.youtube.com/watch?v=7UEdYkExwTo

Answer 3

Hello Jeovany, thank you very much for sending these videos. They answered my question partially. The thing is, the way I want to present this questionnaire is as follows: The client wants market research. The client can choose what he/she wants to be included in the research, let's say the options are: economic data, market size, international trade, and general regulations. So client chooses the only market size and international trade. However, when I receive these answers (market size and international trade), I want to automate the reply so it will give me not only market size and international trade but also the variables and questions that I need to consider when I am writing the report for only these two options.

Answer 4

I'm not an expert in Forms but I think there's an option to do so in Microsoft Forms.

Search on web for Microsoft Forms dependants dropdown lists or so.

Meanwhile you could create individual forms for each of the clients options so they will directly select the link of their choice.

Regards

Jeovany

Answer 5

Hi MariaPatino1,

I am writing to follow up on this case. If you still need help, please let us know when you have time.

Regards,

Neha