SharePoint Knowledge Base

Aug 14
Tips for Using SharePoint Surveys Better – Part 2

This post is part of an series. Click below for Parts 1 and 3:

Once the survey is made, how can you parse the data and understand the survey results? As SharePoint consultants we want our clients to get the most out of SharePoint. This post will take you through reviewing and compiling the survey results.

How to View the Survey Results

SharePoint has the ability to graph the survey responses. Once a survey is completed by one or more respondents, you can view the results in a comparative graphical form, or view the answers given by individual respondents.

  • Start Internet Explorer and type the URL for your organization's SharePoint server. The Start Page will open.
  • Navigate to the survey in which you are interested. The Survey Overview page will open.
  • Click the Show a graphical summary of responses link. The Graphical Summary page will open.

 

Figure 8: The Graphical Summary Page

  • On the upper right select the View menu and click the Overview option. The Survey Overview page will open again.
  • Click the Show all responses link. The All Responses page will open.

 

Figure 9: The All Responses Page

  • Click any View Response link. The View Response page will open.

 

Figure 10: The View Response Page

  • When finished, click Close. You can now compile the survey, as demonstrated in the "Compile Survey Results" task.

 

How to Compile Survey Results

SharePoint surveys can capture a lot of information and viewing the results on the screen is great for a quick review, however, sometimes it will be necessary to look at the details and perform the kind of data analysis only available in Excel. Thankfully SharePoint can export the results of a survey into an Excel spreadsheet.

  • Start Internet Explorer and type the URL for your organization's SharePoint server. The Start page will open.
  • Navigate to the survey in which you are interested. The Survey page will open.
  • Click the Actions menu and select the Export to Spreadsheet option. The File Download message box for your browser will appear.
  • Click Open. The file will download and Excel will open.

Note: If a warning dialog box appears identifying a potential security concern, click Enable if you were the one who initiated the export from SharePoint.

 

Figure 11: The Survey in Excel

  • Edit the spreadsheet as you normally would, using the table tools.

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