How to Create a Survey in SharePoint

Click here for a video of the process!

 

 

1.On the site where you have Member or Site Owner permission, go to Site Contents. (Click the gear in the top right corner to find Site Contents.)

2.Click add an app. Search for Survey. Click the Survey app to create it and give it a name.

3.Click Settings.  Add Questions appears. Click it to add questions to the survey.

4.Type in the question as your respondent will read it.

5.Select the type of answer you want for the question. Each type will have different variables.

6.When finished with the variables, click Next Question or Finish.

7.To share the survey, go to the navigation bar and copy the URL.  Paste it in the email.

 

8.When they arrive at the site they will click Respond to this Survey.

 

9.To see the responses, click Show all responses.

 

10.To change or delete a question, click Settings, Survey Settings.  Click a question from the list to make changes to it. To prevent the respondents from seeing or editing all responses, select Advanced Settings.  Under Read Access, select Read responses that were created by the user.

How to Merge Excel List into Word Labels

Click here for video of the process

1.Create the Excel list with each field (First Name, Last Name, Address, etc.) in separate columns.  Ensure there are no blank rows in the list.  Save and close it.

2.Open a new document in Word.

3.In the ribbon, click the Mailings tab. In the Start Mail Merge group, click Start Mail Merge command dropdown. Select Labels…

4.The Label Options window opens. Select label vendor, then select label product number.  Click OK.

5.In the Start Mail Merge group, click Select Recipients command dropdown.  Select Use Existing List…

6.A browse window opens. Find and click on Excel list. Ensure the file name appears in the selection box.  Click Open.

7.A Select Table box opens. If you have multiple worksheets with data, select the list you want.  Ensure the First row of data contains column headers box is selected if it is true.  Click OK.

8.In the Write & Insert Fields group, click Insert Merge Field. In order, click the field from your list that you want to appear on the label. Click Insert. Be sure to hit Space, Comma or Enter when appropriate.  Code appears in one label.

9.In the Write & Insert Fields group, click Update Labels. Code goes into each label.

10.In the Write & Insert Fields group, click Preview Results.  The code is replaced with the data.

11.In the Finish group, click Finish & Merge command dropdown. Click Print Documents…

12.The Merge to Print dialog box opens.  Select which records to print.  Before clicking OK, ensure the labels are in your printer facing the correct way.  A Print dialog box opens. Make your selections and click OK.

Consolidate quickly sums in Excel

See training on Trainer Lori channel!

If you need to sum totals from several worksheets, try consolidate which does all the calculations for you! 1) Use the same headings on each data worksheet 2) In a new sheet, click in A1 3) Click Data, Consolidate 4) Choose Sum to add the totals 5) Add each of the data sheets 6) Click OK Consolidate will organize and sum all the sheets!

Make Word merge show new record

 
Visit the Trainer Lori YouTube channel for free video tutorials!

When you are creating merged records in Word, sometimes the same record appears on every label for the page. Here’s how to ensure each new label gets a new record.

1) Under Mailings tab, insert merge field in the new label

2) Do it again for all the labels on the same page

3) On the second and subsequent labels, insert your cursor before the field merge code, then click Rules, Next Record

4) New records now appear on every label, not just every sheet!

https://www.youtube.com/user/TrainerLori

Delete Web History

 

Web history can clog resources and slow down searches. You can delete web history in Google and Internet Explorer.

In Google:

1) Enter a search topic to view Google tools

2) Click Web History

3) Select the ones to delete and click Remove Items

In Internet Explorer:

1) Select Tools, Delete Browsing History

2) Select what type of data to delete

3) Click Delete

See Trainer Lori on YouTube

Record audio narrations in PowerPoint

Visit the Trainer Lori YouTube channel for free video tutorials!
When creating training, instead of recording a web-based meeting with lackluster audio, distracting pauses, tiny screen shots and a hard-to-use format, record it in PowerPoint!

　

1) Use a good quality noise-canceling headset or external microphone
 

2) Slide Show, Record Slide Show, Start Recording…

3) Select both options and click Start Recording

 

4) The elapsed time and pause button appears

5) When finished, right click the sound icon to Trim Audio

6) Trim off pauses and unneeded audio

　

You can save the completed deck as a video for even easier sharing!

Merge names for email in Excel

If need to take a list of names in Excel and turn them into email addresses for Outlook (active directory), here are two options!

 

Option 1 - First and last names are in two separate columns starting in A1:

1) Insert a new column to the right and use Concatenate

2) In the formula bar type =A1&" "&B1 (note the space between the double quotes)

3) Double click AutoFill handle (in the cell's bottom right corner) to...

4) ...copy the formula down to the bottom of the data

5) Copy and paste the column of formula as Value (right click and choose the option with 123)

Option 2 - First and last names are in column F, separated with a comma:

1) Insert a new column to the right and use multiple functions

2) In the formula bar type:

=RIGHT(F1,LEN(F1)-LEN(LEFT(F1,FIND(",",F1)-1))-2) & " " & LEFT(F1,FIND(",",F1)-1)

(this will also work if there is a middle initial)
3) Double click AutoFill handle to...

4) ...copy the formula down to the bottom of the data

5) Copy and paste the column of formula as Value (right click and choose the option with 123)

Trainer Lori's channel on YouTube