Help For Web Editors

Forms
Insert a Form, and Find Results

Add a form to your page | Find  form results | Format form results in Excel

 


 
Insert a form into your page

In part 1, you learned how to create a form in the Assets manager. Now you need to insert that form into a page so that users can visit it and fill it out. The clever thing about OUCampus Assets is that they can be inserted into multiple pages - reusing data for more efficiency.

 Assets button on the toolbar
(toolbar modified for this screenshot.)

Asset browser window

Asset placed in a content block

 

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Find form results

As people fill out your form, you will be sent results via email through the messages you set up in part 1 of the tutorial.  However, you can also download the results as a Comma Separated Variables file (.csv) in order to import it into Excel for use and analysis.

Assets tab

Asset browser window

View form submissions

 

Download your results

Save your CSV

 


 

Format your results in Excel

Import Your CSV to Excel

The directions for this step are taken directly from Microsoft's support website. If you have issues with this function, you should click here to see the original instructions, and search their site for more specific help for your version of Excel.  Different versions of Excel often have slightly different controls. These directions may not be exactly how your version of Excel is laid out, but will hopefully lead you in the correct menus to get the job done.

Data import tab

Popup 1 of 4  - Leave settings at default, and click Next.

Popup 2 of 4  - Leave settings at default, and click Next.

Popup 3 of 4 - Leave settings at default, click Finish.  Once you import the data into Excel, you can delete any columns that aren't needed (Legend columns) and check the information formatting.

Popup 4 of 4 - Import Location - Leave settings at default, click OK.

 

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Additional Data Formatting tips - Advanced



Popup 1 of 4  - Leave settings at default, and click Next.

Original data type - If items in the text file are separated by tabs, colons, semicolons, spaces, or other characters, select Delimited (which is the default, and correct for your imports from OU).
If all of the items in each column are the same length, select Fixed width (should NOT be the case for OU imports.)

Start import at row - Type or select a row number to specify the first row of the data that you want to import (leave at default).

Preview of file - This box displays the text as it will appear when it is separated into columns on the worksheet.

Import tab 1

Popup 2 of 4  - Leave settings at default, and click Next.

Delimiters - Select the character that separates values in your text file (tab for OU imports.) If the character is not listed, select the Other check box, and then type the character in the box that contains the cursor. These options are not available if your data type is Fixed width.

Treat consecutive delimiters as one - Select this option if your data contains a delimiter of more than one character between data fields or if your data contains multiple custom delimiters.

Text qualifier - Select the character that encloses values in your text file. When Excel encounters the text qualifier character, all of the text that follows that character and precedes the next occurrence of that character is imported as one value, even if the text contains a delimiter character. For example, if the delimiter is a comma (,) and the text qualifier is a quotation mark ("), "Dallas, Texas" is imported into one cell as Dallas, Texas. If no character or the apostrophe (') is specified as the text qualifier, "Dallas, Texas" is imported into two adjacent cells as "Dallas and Texas". If the delimiter character occurs between text qualifiers, Excel omits the qualifiers in the imported value. If no delimiter character occurs between text qualifiers, Excel includes the qualifier character in the imported value. Hence, "Dallas Texas" (using the quotation mark text qualifier) is imported into one cell as "Dallas Texas".

Data preview - Review the text in this box to verify that the text will be separated into columns on the worksheet as you want it.

Popup 2 of 4


Popup 3 of 4 - Leave settings at default, click Finish.  Once you import the data into Excel, you can delete any columns that aren't needed (Legend columns) and check the information formatting.

Popup 3 of 4

Column data format - Click the data format of the column that is selected in the Data preview section. If you do not want to import the selected column, click Do not import column (skip).
After you select a data format option for the selected column, the column heading under Data preview displays the format. If you select Date, select a date format in the Date box.

If Excel does not convert a column to the format that you want, you can convert the data after you import it. For more information, see the following Help topics:

Popup 4 of 4 - Import Location - Leave settings at default, click OK.

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