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I recently had a scenario where I had a customer who needed to capture timesheet data from her employees. She had been doing it manually up until then, chasing people for hours in the last minutes before doing a pay run.

She decided to use Microsoft Forms to capture the data.

In this tutorial we are going to cover the following:

Part One – Getting Set up

A – Setting up your list in Forms

B- Sharing the link with your users so you can see what they see and entering some data

C – Viewing the inputs

Next week in Part Two

  • A – Getting your data into Excel and cleaning it up
  • B – Constructing a pivot table to summarize the data
  • C – Updating the pivot table with new data.

A- Setting up your list in Forms

This feature is only available with an Office 365 subscription. You will need to log onto your own Office 365 portal to access the forms. Go to your favourite web browser and type in Office 365 log in. When you are logged in, search for Forms. This will bring you to the Forms workspace. You can read a full introduction to Forms here

Here are just some observations from starting off.

  • Have people’s names in a dropdown – people don’t always enter their names in the same way. The use of a dropdown gets around that. I show you how to do that in the video
  • Make sure that fields for dates only allow dates. Also shown in the video
  • Set up your fields for number of hours to only allow numbers.
  • Doing all this saves a lot of data cleansing down the road
https://www.youtube.com/watch?v=U7FJOp7xA58

B- Sharing the link with your users so you can see what they see and entering some data

https://youtu.be/Z1pGRdTjCIA

C – Viewing the inputs

https://youtu.be/-kQeINQ12tE