This is an Excel macro that generates a custom questionnaire to complete. The Role field is used to determine what questions display for specific users. The Role selection options can be customized directly in the Roles Worksheet. Once a user selects their Role, they can click Generate to see what questions they need to complete to finish the questionnaire. Certain questions can display for specific Roles by indicating the questions number in the columns adjacent to a specific role in the Roles Worksheet. This helps ensures that only the questions that are necessary for users are completed. The questions and answers can be customized by updating the Questions Worksheet. Three questions types exist: Yes/No, List, and Free Text and can be set in the second row of the Questions Worksheet. When creating a List question enter the answers in the rows below. After a user has completed all the required questions, they can click Finish to create a separate Excel Workbook with all the populated answers. This new Excel Workbook will be saved to the same location as the Active Workbook. You can customize where this new file is saved making it easy to know when someone has completed a questionnaire and is awaiting review. By Default, the new Excel Workbook file name will be the Role selected followed by the Date and Time. There is also the option to send this separate Excel Workbook in an Outlook email with a couple updates to the VBA code. There is always a better way with VBA and this Excel macro helps standardize the collection of answers to specific questions. This can help lead to a more formal review process and eliminate mistakes. It is easy to restrict access to edit this questionnaire by protecting the Roles and Questions Worksheets with a password. To do this navigate to the Review tab and click the Protect Sheet button.
Use the following link to download the Excel Workbook seen in the videos below: Excel Custom Questionnaire to File
See it in Action!
Watch this video to see this macro in action.
The Code
Here is the code for this macro. Make sure the following References are setup before running it: Visual Basic For Applications, Microsoft Excel 16.0 Object Library'Leverage & Lean "Less Clicks, More Results"
Sub GenerateCustomQuestionnairetoFile()
' Means variable is in use
Dim Answers As Integer '
Dim Column As String '
Dim Counter As Integer '
Dim Remove As Integer '
Dim Role As String '
Dim RoleCounter As Integer '
Dim Roles As Integer '
Dim RoleQuestions As String '
Dim Question As String '
Dim QuestionCounter As Integer '
Dim Questions As Integer '
Dim QuestionnaireWorksheetName As String '
On Error GoTo LeverageLean
QuestionnaireWorksheetName = ActiveSheet.Name 'Determine the Questionnaire Worksheet Name
Role = Worksheets(QuestionnaireWorksheetName).Cells(5, 3).Value 'Determine the Role selected
Remove = 10 'Set Remove Counter to Delete Prior Answer Entries
Do Until Worksheets(QuestionnaireWorksheetName).Cells(Remove, 2).Value = ""
Remove = Remove + 1
Loop
If Remove > 10 Then
Worksheets(QuestionnaireWorksheetName).Range("B10:C" & Remove - 1).Select
Selection.Delete Shift:=xlUp
Worksheets(QuestionnaireWorksheetName).Range("B9").Select
End If
Roles = Worksheets("Roles").Cells(Rows.Count, 1).End(xlUp).Row 'Identify Last Role Row Number
RoleCounter = 1 'Set Role Counter to loop through all Roles
Do Until RoleCounter > Roles 'Determine what Questions are necessary for the selected Role
If Role = Worksheets("Roles").Cells(RoleCounter, 1).Value Then
QuestionCounter = 2
Do Until Worksheets("Roles").Cells(RoleCounter, QuestionCounter).Value = ""
RoleQuestions = RoleQuestions & ", " & Worksheets("Roles").Cells(RoleCounter, QuestionCounter).Value 'Set String with all Questions of Role
QuestionCounter = QuestionCounter + 1
Loop
End If
RoleCounter = RoleCounter + 1
Loop
Questions = Worksheets("Questions").Cells(1, Columns.Count).End(xlToLeft).Column 'Identify Last Question Column Number
QuestionCounter = 1 'Reset QuestionCounter to populate Questions to Questionnaire
Counter = 10
If RoleQuestions = "" Then
Do Until QuestionCounter > Questions 'Populate the Questions to complete
Question = Worksheets("Questions").Cells(1, QuestionCounter).Value 'Determine the Question selected
Worksheets(QuestionnaireWorksheetName).Range("B" & Counter & ":C" & Counter).Select
Selection.Insert Shift:=xlDown 'Insert a new row for next Question
Worksheets(QuestionnaireWorksheetName).Cells(Counter, 2).Value = Question 'Set next Question
If Worksheets("Questions").Cells(2, QuestionCounter).Value = "Yes/No" Then 'Yes/No Answer Type
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Interior.ColorIndex = 0
With Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Validation
.Delete
.Add Type:=xlValidateList, AlertStyle:=xlValidAlertStop, Operator:=xlBetween, Formula1:="Yes, No"
End With
ElseIf Worksheets("Questions").Cells(2, QuestionCounter).Value = "List" Then 'List Answer Type
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Interior.ColorIndex = 0
Column = Split(Cells(1, QuestionCounter).Address, "$")(1)
Answers = Worksheets("Questions").Cells(Rows.Count, QuestionCounter).End(xlUp).Row 'Identify Last Role Row Number
With Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Validation
.Delete
.Add Type:=xlValidateList, AlertStyle:=xlValidAlertStop, Operator:=xlBetween, Formula1:="=Questions!" & Column & "3:" & Column & Answers
End With
ElseIf Worksheets("Questions").Cells(2, QuestionCounter).Value = "Free Text" Then 'Free Text Answer Type
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Interior.ColorIndex = 0
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Validation.Delete
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Value = "FREE TEXT"
End If
QuestionCounter = QuestionCounter + 1 'Reset QuestionCounter to populate Questions to Questionnaire
Counter = Counter + 1
Loop
ElseIf RoleQuestions <> "" Then
Do Until QuestionCounter > Questions 'Populate the Questions to complete
If InStr(1, RoleQuestions, QuestionCounter) <> 0 Then
Question = Worksheets("Questions").Cells(1, QuestionCounter).Value 'Determine the Question selected
Worksheets(QuestionnaireWorksheetName).Range("B" & Counter & ":C" & Counter).Select
Selection.Insert Shift:=xlDown 'Insert a new row for next Question
Worksheets(QuestionnaireWorksheetName).Cells(Counter, 2).Value = Question 'Set next Question
If Worksheets("Questions").Cells(2, QuestionCounter).Value = "Yes/No" Then 'Yes/No Answer Type
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Interior.ColorIndex = 0
With Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Validation
.Delete
.Add Type:=xlValidateList, AlertStyle:=xlValidAlertStop, Operator:=xlBetween, Formula1:="Yes, No"
End With
ElseIf Worksheets("Questions").Cells(2, QuestionCounter).Value = "List" Then 'List Answer Type
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Interior.ColorIndex = 0
Column = Split(Cells(1, QuestionCounter).Address, "$")(1)
Answers = Worksheets("Questions").Cells(Rows.Count, QuestionCounter).End(xlUp).Row 'Identify Last Role Row Number
With Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Validation
.Delete
.Add Type:=xlValidateList, AlertStyle:=xlValidAlertStop, Operator:=xlBetween, Formula1:="=Questions!" & Column & "3:" & Column & Answers
End With
ElseIf Worksheets("Questions").Cells(2, QuestionCounter).Value = "Free Text" Then 'Free Text Answer Type
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Interior.ColorIndex = 0
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Validation.Delete
Worksheets(QuestionnaireWorksheetName).Range("C" & Counter).Value = "FREE TEXT"
End If
Counter = Counter + 1
End If
QuestionCounter = QuestionCounter + 1 'Reset QuestionCounter to populate Questions to Questionnaire
Loop
End If
Worksheets(QuestionnaireWorksheetName).Range("C10").Select 'Finish with first Answer selected
Exit Sub
LeverageLean:
MsgBox (Err.Number & " - " & Err.Description & vbNewLine & vbNewLine & "Don't hesitate to email me: brentschneider@leveragelean.com")
End Sub
'Leverage & Lean "Less Clicks, More Results"
Sub FinishCustomQuestionnairetoFile()
' Means variable is in use
Dim FileName As String '
Dim FilePath As String '
Dim NewEmail As Object '
Dim OutlookApp As Object '
Dim QuestionnaireWorksheetName As String '
Dim Remove As Integer '
Dim TempFilePath As String '
Dim TempWB As Workbook '
On Error GoTo LeverageLean
Application.DisplayAlerts = False 'Hide Display Alerts
Application.EnableEvents = False 'Hide Before Save Event
Application.ScreenUpdating = False 'Hide Screen Updating
QuestionnaireWorksheetName = ActiveSheet.Name 'Determine the Questionnaire Worksheet Name
TempFilePath = Environ$("temp") & "\" 'Set the Temporary File Path for .xlsm Workbook
FilePath = Left(ActiveWorkbook.FullName, Len(ActiveWorkbook.FullName) - Len(ActiveWorkbook.Name)) 'Active Workbook File Path
FileName = Worksheets(QuestionnaireWorksheetName).Cells(5, 3).Value & "_" & Format(Date, "MM.DD.YYYY") & "_" & Format(Time, "hhmm") 'File Name for Active Workbook Copy CurrentRole_Date_Time.xlsx
ActiveWorkbook.SaveCopyAs (TempFilePath & FileName & ".xlsm") 'Save a Copy of the Active .xlsm Workbook
Set TempWB = Workbooks.Open(TempFilePath & FileName & ".xlsm") 'Open the Copy of the Active .xlsm Workbook
With TempWB
.SaveAs FileName:=FilePath & FileName & ".xlsx", FileFormat:=xlOpenXMLWorkbook 'Save Copy of Active .xlsm Workbook as .xlsx to FilePath
.Close SaveChanges:=False 'Close the New .xlsx Workbook
End With
'Set OutlookApp = CreateObject("Outlook.Application") 'Set Outlook Application
'Set NewEmail = OutlookApp.CreateItem(0) 'Create New Outlook Email
'With NewEmail
'.To = ""
'.Subject = "Questionnaire Completed: New File Saved " & FileName & ".xlsx"
'.Body = "The " & Worksheets(QuestionnaireWorksheetName).Cells(2, 2).Value & " has recently been completed generating a new .xlsx file saved to " & FilePath
'.Attachments.Add FilePath & FileName & ".xlsx" 'Add the New .xlsx Workbook as an Email attachment
'.Display 'Display the Email before it is sending it
'.Send 'Send the Email automatically
'End With
Kill TempFilePath & FileName & ".xlsm" 'Delete the Temp .xlsm Workbook
Set NewEmail = Nothing
Set OutlookApp = Nothing
Set TempWB = Nothing
Remove = 10 'Set Remove Counter to Delete Completed Answer Entries
Do Until Worksheets(QuestionnaireWorksheetName).Cells(Remove, 2).Value = ""
Remove = Remove + 1
Loop
If Remove > 10 Then
Worksheets(QuestionnaireWorksheetName).Range("B10:C" & Remove - 1).Select
Selection.Delete Shift:=xlUp
Worksheets(QuestionnaireWorksheetName).Range("B9").Select
End If
Application.DisplayAlerts = True 'UnHide Display Alerts
Application.EnableEvents = True 'UnHide Before Save Event
Application.ScreenUpdating = True 'UnHide Screen Updating
MsgBox "Thank you for completing this questionnaire! Stay Awesome!"
Exit Sub
LeverageLean:
MsgBox (Err.Number & " - " & Err.Description & vbNewLine & vbNewLine & "Don't hesitate to email me: brentschneider@leveragelean.com")
End Sub
'Stay Awesome
Macro Monday
Here is the Macro Monday video this macro was featured in. Watch this video to learn how to get the most out of this macro and start using it today!
Customization
These lines of code can be customized to personalize this macro.
57, 63, 71, 86, 92, 100 Worksheets(QuestionnaireWorksheetName).Range(“C” & Counter).Interior.ColorIndex = 0 Set the Answer column to No Fill
73 and 102 Worksheets(QuestionnaireWorksheetName).Range(“C” & Counter).Value = “FREE TEXT” Populate the Answer field for Free Text Questions
138. FilePath = Left(ActiveWorkbook.FullName, Len(ActiveWorkbook.FullName) – Len(ActiveWorkbook.Name)) ‘Active Workbook File Path The File Path where the New .xlsx Workbook will be saved. By Default, it will be saved to the Active Workbook’s file path
139. FileName = Worksheets(QuestionnaireWorksheetName).Cells(5, 3).Value & “_” & Format(Date, “MM.DD.YYYY”) & “_” & Format(Time, “hhmm”) ‘File Name for Active Workbook Copy CurrentRole_Date_Time.xlsx The File Name of the New .xlsx Workbook. By Default, it will be in the following format: SelectedRoleName_mm.dd.yyyy_hhmm.xlsx
148 through 158 ‘Set OutlookApp = CreateObject(“Outlook.Application”) ‘Set Outlook Application Remove the ‘ from the following code lines to generate an email with the New .xlsx Workbook as an attachment
152. ‘.To = “” Enter in an email address for the To recipient field
153. ‘.Subject = “Questionnaire Completed: New File Saved ” & FileName & “.xlsx” Enter in text for the Subject field
154. ‘.Body = “The ” & Worksheets(QuestionnaireWorksheetName).Cells(2, 2).Value & ” has recently been completed generating a new .xlsx file saved to ” & FilePath Enter in text for the Email Body
155. ‘.Attachments.Add FilePath & FileName & “.xlsx” ‘Add the New .xlsx Workbook as an Email attachment Include the New .xlsx Workbook as an email attachment
156. ‘.Display ‘Display the Email before it is sending it Display the email before sending. HIGHLY RECOMMENDED to automatically send this email from code line #157 without displaying
157. ‘.Send ‘Send the Email automatically Send the email after the completion of the questionnaire
180. MsgBox “Thank you for completing this questionnaire! Stay Awesome!” The Message Box that displays when someone completes the questionnaire
