XLSForm Foundations

Learn how to develop data collection forms for KoboToolbox, ODK, SurveyCTO, CommCare, Survey123, ONA, and more, using the XLSForm standard

1,000+ enrolled

About this course

XLSForm is a standard for developing mobile data collection forms that work in many platforms such as ODK, KoboToolbox, SurveyCTO, CommCare, Survey123, ONA and more.

In the XLSForms Fundamentals course, you will learn how to create forms in Excel using the XLSForm standard. You will get started with setting up the structure of an XLSForm, then add questions, and implement skip logic, validation logic, calculations, groups and repeats.

In the end, you will be able to create a form from start to finish using XLSForm.


What you’ll learn

  • Setting up the basic structure of an XLSForm
  • Adding different types of questions of the form
  • Validating your form
  • Grouping questions and creating repeats
  • Implementing skip logic, validation logic and calculations

Course content

Module 1: Introduction
  1. What is XLSForm
  2. Getting help
Module 2: Getting started
  1. Setting up the XLSForm
  2. Previewing the form
Module 3: Adding questions
  1. Text and numeric questions
  2. Select type questions
  3. Date and time questions
  4. Media-type questions
  5. GPS questions
  6. Meatadata
Module 4: Question options
  1. Hints
  2. Required
  3. Default response
  4. Appearance
  5. Question referencing
Module 5: Groups and repeats
  1. Grouping questions
  2. Freeze pane
  3. Creating repeats
Module 6: Relevance, constraints and calculations
  1. Basic relevance
  2. Relevance with select_multiple
  3. Basic constraints
  4. Basic caluclations
Module 7: Project
  1. Creating a form from start to finish


Alexander Mtembenuzeni

Data Analyst, Instructor

Alexander has over 8 years experience training social impact organizations in data analytics. He also has consulted for small and big organizations alike – developing data collection tools, building M and E systems and analyzing data. He is a 4.5/5-rated instructor on Udemy.com where he has several courses with a combined over 6,000 students. He also loves blogging and creating tutorial videos for the Data for Development YouTube channel.

Frequently asked questions 

Does this course offer a certificate?

Yes. You will automatically get a certificate of completion as soon as you complete the course and pass the graded quizzes and project

How long will it take for me to complete the course?

We recommend investing 2 hours of learning per day. With that time investment, you will finish the course including the hands-on practices in 7 days.

Which days and times does the course run?

This course is self paced. Once you enroll, you can go through the learning content at any time, and at your own pace!

Instant access

Start as soon as you enroll

Approximately 7 days to complete

Suggested 2 hours per day