How to Make a Checkable Survey in Excel


Checkable surveys are great tools if you need to gather a set of information from a wide range of people. While the cells that make up an Excel spreadsheet may make it seem like an ideal program to create a survey, the cells can't directly be used for placing check marks. However, Excel does include a checkbox feature in its ActiveX Controls, which will allow you to place checkable boxes anywhere on the spreadsheet.

  • Open a new Microsoft Excel 2010 worksheet.

  • Enter your desired text into the cells on the spreadsheet. You can click and drag the sides of the letters at the top of each column or the numbers at the left side of each row to resize the cells as you need to. This text is what the survey taker will see when they are using the survey. Leave spaces next to the text so that you can add your checkboxes.

  • Click the "File" tab at the top of the screen and choose "Options" from the list that appears on the left side of the window. Select "Customize Ribbon" from the list on the Excel Options window. Look at the column that appears on the right side of the window and place a check mark next to "Developer." This will allow you to use the Developer tools with your spreadsheet. Click "OK" to go back to your spreadsheet.

  • Select the "Developer" tab at the top of the spreadsheet. Click the "Insert" button on the ribbon and choose the small checkbox under "ActiveX Controls." Click and hold the mouse button anywhere on the spreadsheet, then drag the mouse down and to the right to create a box that will become your checkbox. Release the mouse button and the checkbox will appear.

  • Click on the checkbox to select it. Press "Ctrl" and "C" to copy it to your clipboard, then press "Ctrl" and "V" to paste a second copy of the checkbox. Press "Ctrl" and "V" repeatedly until you have created all the checkboxes that your survey needs.

  • Move your mouse over a checkbox until the pointer turns into a set of four arrows. Click and hold the mouse button down, then drag the checkbox to wherever you want it located on the spreadsheet. ActiveX objects exist above the spreadsheet level, so you do not have to place the checkbox within any particular cell or set of cells. Move each checkbox to your desired location.

  • Right-click a checkbox, move your mouse over "Checkbox Object" and choose "Edit." You can now change the default text in the checkbox to whatever you desire. Repeat this process for every checkbox. If you don't want to use any text, click and hold the mouse button over either of the corners on the right side of the box. Drag the mouse to make the checkbox smaller until just the actual checkbox is visible, essentially hiding the text. Repeat this process for every checkbox.

  • Click the "Design Mode" button in the ribbon to exit design mode. Your checkboxes will now be locked in place, and clicking on them will only add or remove a check. You will need to click "Design Mode" again if you want to edit the boxes any further.


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