How can I use Smartsheet to Create a Survey Tool?

This is a question we hear a lot in the Smartsheet Community!

At Smarter Business Processes we have developed a set of workshops which, when you have completed the track, you will have an awesome Survey Tool with a cool Dashboard!

Survey Tool Module Track – 4 modules

This process flow diagram shows the logical order to the recommended modules.

See tables below for more detail on each module
Each module is £350 / $400 for up to 6 delegates – this track is 4 modules long, so would cost £1400 / $1600 for up to 6 delegates
1- Introduction to Smartsheet
ObjectiveDesign and create the grid sheet required to use as the survey data sheet
Content* Understanding the Smartsheet Environment
* Creating a New Grid Sheet
* Setting Column Properties & Understanding Data Types
* Entering Data
Pre-Requisites* Attendance on or knowledge of the content of Business Process Mapping is useful but not essential

2 – Smartsheet Forms
ObjectiveTo create the data collection form to use within the survey
Content* Creating a Form
* Setting the Heading & Adding Descriptions
* Adding / Removing Columns
* Setting Column Attributes
* Adding Conditional Logic
* Controlling the Behaviour of the Form
* Sharing the Form
* Using the Form to Enter Data
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

3 – Using Smartsheet Summary fields and function
ObjectiveTo analyse the survey data using statistical functions in order to feed a dashboard with statistical data
Content* Add new Summary Fields containing =SUM(), =COUNT(), =AVERAGE() type functions
* Expand on the Summary Fields by using =SUMIF() and =COUNTIF() type functions
* Explore creating a second Grid type Smartsheet to analyse data using Cross Sheet References for an easier way to feed Charts in Dashboards
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module
* Previous knowledge on creating basic functions is useful but not essential

4 – Smartsheet Dashboards
ObjectiveTo create a visual representation of the survey results
Content* Creating Row Reports
* Creating Summary Reports
* Creating a Dashboard and adding the following widgets:
** Title
** Image
** Pie & Column Charts
** Reports
** Shortcuts to Smartsheet items or external URLs
Pre-Requisites* Attendance on or knowledge of all areas covered in our Introduction to Smartsheet module

Every workshop is:

  • 90 minutes long
  • Delivered live via Zoom Meetings by a Smartsheet Certified Professional
  • Organised for a time of day that suits all delegates
  • A mixture of demonstration and hands-on exercises which can be tailored to use your examples
  • With Q&A open throughout the session to allow for feedback at all times