In this course, we will be using multiple scenarios. We will start by creating a simple survey about an upcoming party, surveying employees about where they would like to have the party, and if there should be a gift exchange. We will decide to allow all employees to see the results and limit them to one response per person. Next, HR will create a survey about health care and FSA benefits using branching logic. Lastly, we will explore how the survey results can be collected.
Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.
Course Overview Hi everyone, my name is Bill Kulterman. Welcome to my course, SharePoint at Work: Creating and Using Surveys. I'm an author here at Pluralsight and I've been working with SharePoint and creating courses on it for many years. In this course, like the title says, we're going to learn how to create and use surveys in SharePoint. We'll create two different surveys on our SharePoint site, one that's simple, and the second one that's going to be a little bit more complex. Now we've had several requests for this so I know that you're as excited about it as I am. Some of the major topics that we will cover include survey options including permissions and access, creating a survey using branching logic, and exporting survey data to a spreadsheet. By the end of this course you'll know how to build surveys and analyze that data. But before beginning the course you should be familiar with SharePoint lists and libraries. I hope you'll join me on this journey to learn about surveys with my course, SharePoint at Work: Creating and Using Surveys here at Pluralsight.
Create a Simple Survey Hi, welcome to Pluralsight. My name's Bill, and this module is Create a Simple Survey. In this module, like the title says, we are going to create a survey. Now if you remember from the last lesson, we went ahead and we told you that we're getting ready to have our holiday party and we would like to ask all of our employees their opinion about where we should have the party. And we figured out that the best way to do that was to create a survey here in SharePoint. Everyone will simply be able to go online and answer the survey, give us their opinions on where to have the party. The next thing we're going to do is we're going to add some questions, we'll add a couple additional questions, we'll be able to show you how to go back into the survey once its been created and add additional questions. And then lastly, we're going to show from the user's perspective, not the administrator, not the person who created the survey, our site owner, we're going to go ahead and sign in as just one of our users and see what it looks like when we respond to the survey. Alright, sounds like a lot of fun, doesn't it? And it's going to be, so why don't we go ahead, and let's get started.
Modifying the Survey Hi, welcome to Pluralsight. My name's Bill, and this module is Modifying the Survey. In this module we are going to go ahead and show you how to, well, add more questions. And I know you're sitting there thinking wait a minute Bill, you showed us how to do that in the last module. And you're right, we did add more questions last time, but in this module we're going to go ahead and add a different kind of question, and a couple more of the same kind, but we just want to get some more questions in here. We're going to use a ratings question this time. And if you don't know what that is hang in there because you're going to know in just a few minutes. Next we're going to go ahead and take a look at the survey settings. Now in survey settings we'll be able to modify questions that are already existing, and we need to do that. And we're going to delete some questions, and we're going to have to do that as well. We can also go ahead and see some of those settings that control how other people interact with the survey. How our users can interact with it, and see it, and we'll look at those things as well. And then lastly we're going to talk about survey permissions. I'll take you to the place where you can go and create permission groups for different people to use the survey, and we'll talk a little bit more about that and we'll show you what it looks like to be a user with only contributor permissions. Alright, we've got a lot of great things in store, so why don't we go ahead, and let's get started.
Create a Survey Using Branching Logic Hi, welcome to Pluralsight. My name is Bill, and this module is Create a Survey Using Branching Logic. Alright gang, we went ahead and we're finally there. We've talked about this a little bit in previous modules, now we're going to go ahead and take a closer look at what we're going to talk about in this lesson. We're going to start by talking about branching logic. I'm going to make sure that you understand what I'm talking about, what we're doing so that when we get to that point you understand exactly what it is we're trying to do, what we're trying to accomplish. Then we're going to go right ahead and create that survey using the branching logic. And this is going to be a lot of fun, believe me, you're really going to enjoy this. And the last thing we're going to do then, is go ahead and respond to the survey. We have a number of options that we can explore while responding to this survey, and that's what we're going to do. So a lot of fun stuff coming up. Why don't we go ahead, and let's get started.
Viewing Survey Results Hi, welcome to Pluralsight. My name's Bill, and this module is Viewing Survey Results. Let's go ahead and let's take a look at what we're going to talk about. We're going to start by viewing the results. Well actually, we're going to start by reviewing the settings. We're going to go ahead and take a look at how we set up the survey before we go ahead and really start getting into what we can see and what we can't. Then we'll go ahead and we'll review the survey as a user, as somebody who doesn't have permissions to make changes and see all of the details behind the survey, or change any of those settings, we'll go ahead and just review it as a simple user. Then we'll view the results again, but this time as an administrator. And we're also going to take a look at changing some of those settings so that we really can see the things that we need to see. And you'll understand this when we get there, trust me. And then the last thing we're going to do is we're going to export the results of our survey into Excel. Alright? Sounds like a lot of fun, doesn't it? Well why don't we go ahead, and let's get started.