Create a questionnaire

Good morning.

An earlier version of Numbers included a (very basic) pair of templates named "Checklist" and "Checklist Total."

The first contained three columns: (no label), Date snd Task

The second also had three columns: yes/no, Description, and Amount, and a SUMIF formula in the footer row to total the amounts on the rows where the checkbox was checked.

The "Checklist" template seems a good place to start, if it is available in your version of Numbers. If not, it's easy to construct from a Blank templates.

When opened, Checklist's top few rows look like this:

Your questionnaire table does not need the Date column, so it can be deleted.

Place the pointer on the "B" tab in the row above the table, click on the v that appears near the right end of that tab, and select Delete column.

Your Table needs three narrow columns to the left of the 'Task' column—two for check boxes and one for the question numbers,

Click any cell in the first column (checkboxes), then press option-left arrow twice.

Select all cells of column A currently filled with text boxes, click the format brush, and set the cells' data format to Text, then press delete to remove the "false" text from these cells, and reset the data format to Number.

Enter the question numbers into column A, the questions into column D, and labels for the columns into row 1.

Basic, but workable. The Table name can also be changed.

Working from the Blank template is similar.

Create a document from the template.

Select the first three columns. Drag the tab boundary for one of the selected columns left to reduce the width of the columns.

Select column D. Drag the right tab boundary right to make the column wide enough to hold the questions.

Select all columns to the right of column D. Delete these columns.

Select columns B and C, omitting the first row. Set the data format of the cells to checkbox.

Label the columns and change the Table name/Title.

Regards,

Barry

It's late in the evening here, so this is just a quick sketch with none of the refinements done.

The base is a Pages Table. My current thinking is that it might be bitter done in Numbers, but I'll take a closer look at this one tomorrow and see where it goes.

The 'boxes' in the cells in columns b and c are a square Shape set onto the blank page, then reduced in size and set to have no fill colour, and a thin (but not yet thin enough) border to lighten their appearance. I think they are still a bit large (and heavy) for the job, and might look better if based on the 'rounded corner rectangle' shape.

The alternating row colours are from a previous question. They may be useful in keeping attention on one question at a time, or might be distracting.

Pages tables start with all columns the same width. Changing that, as done here, is a matter of placing the pointer on the right boundary of the column reference tab (above the table) for that column, pressing the mouse button (or equivalent) when the arrow changes to a left-right double arrow, then dragging left to reduce the width of the column. This operation also widend the column to the right of the boundary, so the effect of reducing the width of the first three columns in the sample also expands the remaining column, making it more suitable for the text of the questions.

Comments and suggestions welcomed. Meantime, try opening a blank document, inserting a table and trying some adjustments to it with your intended design in mind.

I'll take a look in when I get some time tomorrow.

Regards,

Barry

Hi Camilla,

Your example appears to answer you question quite nicely. What are its shortcomings with respect to what iou want to create?

Regards,

Barry