OneDrive will then ask you to give the new Excel file a name and will save it to the folder when you click Create. Once you have the browser open, navigate to the location where you would like the survey results to be stored, then click New\Forms for Excel as shown below. You should not try to manually manipulate the Excel table yourself – if you do, you should expect things to stop workings (you have been warned). Note 2: This process works as long as you do not manually edit the table of data stored in Excel. The easiest way to find the online version of my OneDrive folder is to navigate to my OneDrive folder in Explorer, right click on the OneDrive folder (#1 below) and select View Online (#2 below). In this example, I will build the form initially in a folder within My Files in my Personal OneDrive for Business account from a browser. Note 1: For this solution we will use OneDrive, but these same steps can also be applied inside a SharePoint Group. The best way to remove the need for manual intervention is to trigger the creation of the form from OneDrive, rather than from the Forms home page. If you use the above approach, you cannot connect directly to the Excel file without manual intervention. If you take this approach, you will need to rely on manual intervention to download the latest response data every time you want to update your report in Power BI. Once you have collected responses you will notice that it is possible to export the results to Excel as shown below.īut here’s the issue this export must be done manually and hence this introduces a manual process that makes the whole process harder than it needs to be. Easy, right?Ĭreate the survey, share the form, and gather the responses. In the example below, I created a new form directly in Microsoft Forms. The solution I present below will show you the best way to configure a Form so that you can report on the responses using Power BI. The data is collected online through a browser, and the responses are stored in an Excel file. Forms provide a friendly, simple user interface to create and share surveys. Microsoft Forms (or Forms for short) is an online survey tool that comes bundled with a Microsoft 365 subscription. Despite the fact that Microsoft has developed both Power BI and Microsoft Forms, the process of using the data in a Form with Power BI is not super easy certainly not as easy as you may expect. I have come across this question a few times now, and you could be excused for thinking this would be a straightforward task. Relationships in Power BI and Power PivotĪ client recently asked me if it was possible to build a Power BI report using data from a Microsoft Form.Who Needs Power Pivot, Power Query and Power BI Anyway?.The Best Way to Install Power BI Desktop.30 Reasons You Should Be Considering Power BI.Dimensional Modeling (Excel and Power BI).Power BI for the Business Analyst (with live Q
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