Overview
Excel-based questionnaires are one of the common RFx formats.
Note: For instructions on importing Microsoft Word documents, see Importing and Mapping Microsoft Word Documents.
Importing Files from the Project Page
Note: Auto-Identification may appear when importing a Microsoft Excel document. Refer to Using Auto-Identification with Microsoft Excel Imports for more information.
You can import Excel questionnaire by clicking IMPORT FILES from the project's SECTIONS tab.
You can also add additional sections with the help of Import Files option in the MENU options.
Files can also be imported by clicking ADD SECTION and then selecting Import Files option.
Click CHOOSE FILE to import an Excel file. Users can import file from the local computer, Google drive, Dropbox, or Box.
The sample Excel file with more answer types is displayed below:
Users can ignore the sheet if it has no questionnaire by selecting the checkbox associated with Ignore this Worksheet.
Identifying Header Rows
Users can ignore the rows which will not be helpful in responding to the RFP. Click the row and select it as the HEADER ROWS. The rows till the header rows will be excluded.
Configuring Sections
Click the section title and map with the Section from the right navigation. The title will be shown with the S indicator.
Note: If the section title is not present in the worksheet cells, worksheet name will be taken as a section title.
Users can also use Auto Identify Sections option so that the system will automatically map the title with the section. The system will auto-identify sections only when the section has a unique style.
Select the sections and click APPLY.
In a similar way, users can configure Subsection.
Configuring Sub-Sections
Users can also use Auto Identify Sub Sections option so that the system will automatically map the title with the section. The system will auto-identify sub sections only when the sub section has a unique style.
Configuring Questions
Select the question and map with the question, which shows the indicator as Q.
Users can also use AUTO IDENTIFY QUESTIONS option so that the system will automatically map the title with the question. The system will auto-identify questions only when the question has a unique style.
Select the questions and click APPLY.
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In a similar way, users can configure Sub-questions.
Note: If there are identical questions with different answers, we consolidate those questions into one question with multiple answer types upon import
Configuring Question Numbers
Click the column which has a question number and map it to the question number. The indicator will be shown as N.
Configuring Tags
If there are several categories/department which has questions, the category/department can be considered as tags, which helps you to filter questions.
Click the category/department and map it as tags. The whole column will be considered as tags.
Configuring Answers
Click the response column and select Answer from the left navigation. The column will be selected for Response with the indicator A. You can also edit the answer header as you wish.
Radio/Drop-down Answer Type
If you respond to a question which has choices in a column. (Example: If Question A has answer choices "Yes" or "No" or "N/A", etc.) you can go ahead with radio/drop-down as an answer type.
Choose the answer type from the drop-down, add answer options and then click SAVE.
Plain Text Answer Type
Rich Text Answer Type
Multi-Column Radio Answer Type
When the questionnaire calls for you to select one answer in a radio format from multiple columns, the appropriate answer type is a multi-column radio. For example, if question A has 3 responses in columns G, H, and I, all as possible options in different columns, and asking you to respond in one of them to fulfill the question requirements.
Users can define these answer types as a multi-column radio. The answer indicator A will be shown only in the single column even though it has multiple answer columns.
Date Answer Type
Multi-Column Drop Down Answer type
When the questionnaire asks that you select one answer from a row across multiple columns, the appropriate answer type is a multi-column drop-down.
For example: Shown below, question 1 has 4 possible responses in columns K, L, and M. You are being asked to provide your response in one of the columns to fulfill the question requirements.
Users can define these answer types as a multi-column drop-down in the application.
Checkbox Answer Type
When responding to a question which has answer choices in a different column and you can select multiple answers, you can choose checkbox as an answer type.
Importing Questions and Answers in the Same Column
Below is an example of both questions and answers are in the same column "B":
To import the excel questionnaire with Q and A in the same column follow steps below:
1. Import the file into the project
2. Auto-Identify Questions
3. Multi-select rows to be marked as answers
4. Click on the ANSWER marker in the left pane
5. Confirm the Applicable Rows and click on SAVE
6. Review the markings and do an import
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Note: You can import few question and answer in the same column, and the rest in different columns too. While configuring each, you can specify the rows for which it has to be applied.
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Importing the File
Once the all the answer types been configured, preview the configuration and then import the file.
Imported Sections