How can I use Smartsheet to Create a Survey Tool?
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.
Each module is £425 / $525 for up to 6 delegates – this track is 4 modules long, so would cost £2550 / $3150 for up to 6 delegates
| 1- Introduction to Smartsheet |
| Objective | Design 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 |
| Objective | To 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 |
| Objective | To 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 |
| Objective | To 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