Using Microsoft Forms data with Power BI
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- Опубліковано 23 лип 2024
- Are you using Microsoft Forms to capture information and want to pull that into Power BI? Also to be able to refresh that data? Patrick has you covered and gives you some pointers.
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Other Method. Using Forms -> Power Automate -> capture the responses -> Push data using API (Push Datasets in Power BI service). Create reports / dashboards on top of that. As data keeps coming, Reports keep updating
My Favorite!
This is what i do :-)
Got a link you can share on how this is executed specifically? This is also my method, but it might help the conversation. :)
I use that way for a streaming dataset.
@@krynnadin , Follow this process
Step1: Create you survey
Step 2: Go to Power BI service, your workspace, click on new, then Streaming dataset. You will see 3 options. Select API option. This is called Push dataset. We are going to create a dataset with in Power Bi service to store the responses. If you have 3 questions then add 3 fields and so on with proper datatypes as per the answers of your questions
4. Turn on Historical data analysis options (very important) and then create
5. To push the responses to this dataset, Open Power Automate and look for a template (Add rows to dataset to Power BI after approval of Microsoft form)
6. In this flow, as you will be connecting to same user email to configure these things, by default you will see your forms and Power BI workspaces and push datasets in the required fields. Map the form questions to the push dataset fields and save the flow
7. Thats all. If any new responses, flow will be running automatically in the back end and keep pushing the data to the dataset in power BI and data keeps updating
Hope this Helps!!!
Brilliant video! I've been watching loads from your channel lately - appreciate all the amazing content you guys put out, thank you!
You are the champ...
Researched number of videos including MS but none could give clear direction except when I found your lifesaving videos....Thanks a ton.
Great video Patrick as always! I have used a slightly different approach storing data in a SharePoint list and using Power Automate to automatically refresh the Power BI dataset when a new form is submitted.
This was my approach too, but this is soooo much cleaner!
Probably one of the first videos ive watched from you guys and i LOVE how easy it is to follow! Thank you!
Awesome, much easier than all the powerautomate movement stuff. Basically eliminates that layer. Good stuff Patrick!
i saw other crazy examples with building individual flows for every survey. This is MUCH easier and so straight forward! Thanks a lot!!!!
I LOVE YOU OMG!! PATRIC, EACH TIME YOUR TIMING IS JUST AMAZING!! NEEDED THAT SO MUCHH
Thank you brother! You just gave me the guidance I needed for a project! 😎
Thank you for this Patrick! Really helpful!
Again guys, you provided a simple and flexible solution to connect and integrate dada accorss Microsoft Platforms. Many thanks!!
This LITERALLY saved my job!!!!
TY so much Patric!!!!
I’ve been waiting for this video!!! Thanks Patrick!!!
You bet! 👊
You are the best. thanks. Been struggling with this for ages
Excellent Video thank you. Learned a ton of what information that was exactly what I was looking for. This is my first time seeing you but subscribed and looking forward to other content
This video was an absolute life saver. Thank you!
I applaud you my man! I learned so much from this and was able to go step by step into creating my report for my team. Thank you!
AwsomEST channel in UA-cam !!! Thanks Patrick.
This is an excellent and easy way, I have done this before by creating a flow in power automate, when the response is received in forms update power bi dataset
Thank you sooooo much, I love this! Truly bananas!
Great, no more power automate needed in between forms and powerBI, thx!
Patrick... you just blew my mind. I didn't know you could integrate the excel output from forms to onedrive... that's so good.
Here to help 👊🤯
I searched this topic for many days... thanks a lot!
This was perfect! Thank you. Now let's see if I can recreate your steps. :)
THIS WAS BRILLIANT!!!! Thanks so much!!!
First time i have visited and i will be back!!!! POwer Bi rookie, and this one video helped me so much!!!! You are awesome! Thank you!
Great thank you very much. i have been trying to do that connexion for one year now. your video just shown me how to do it in 6 minutes. :)
Great Video Patrick, it helped me a lot. Btw, you can get the path of an sharepoint online excel by clicking "..." and "details" and then bottom of the opening pane on the right side. (I wish I could put a screenshot here)
Thanks man great stuff i was stuck here for a while
I love it! Thanks!
Amazing video!
I usually do that another way.
Using Power Automate I can get the forms responses and store the values in a Sharepoint List.
Work as well.
Same here.
thanks Patrick I forgot the steps, a quick watch of your video and sorted.
Yup, I love it! Thanks again!
Great post. Thank you!!!
Nice one, thanks for sharing!
Thanks man! Great video
Thank You VERY Helpful
Hi Patrick,
As usual, again a classic video on Power BI features. I need your help to identify a way to fill survey responses on dashboard/report itself and respondents response will save in source database (kind of write-back functionality). Again thanks for all your amazing videos !!
Great video your smooth man, tks
Forms/Customer Voice data gets stored in the Dataverse. From my testing i reccomend to implement a "cleaning step" in PBI dataflows for every dataverse table/data that you want to use in a report, because unfortunately from a performance perspective i saw that the dataverse connector or odata connector to get the data is not so good :/
This is pro. I am using this tomorrow! 💫
Excellent, Thanks
Awesome Video!!! I really like to see the possibilities of Power BI in combination with other tools. Do you have a combination of Power Automate and Power BI?
Fantastic video!! You helped me a lot! However I have a doubt: after creatinng the form from excel, what happens if I change questions in the form? The columns on the file change?
How did you create the tiles? Do you have to program in powerBI to count the selections for each question?
Thanks for making this video. It helps. In normal personal forms, in multi choice questions we can select correct answers while setting forms, however that feature is not available in Forms for Excel form. Can you throw some light on this. Thanks
Patrick i have a feedback form for all of my pbi reports is there a way to do this for multiple forms all at once?
Magnificent! thank's Patrick
Don't Know how you read my mind.. Exactly what I was looking for.
Same here, it’s happened more than once now. Magic man.
We try our best 👊 Glad it was helpful.
@@GuyInACube try to move the Forms to a group from your own workspace... it will also change the rights thus creating exactly the same effect but with an already existing Form
When you click Open in Excel from the Responses tab of the form, it calls an api to get the Excel file. Use the developer mode in your browser of choice to capture the url of the api and paste it into PBI Desktop. That's how we did it.
Thanks! That saved my day, because for a long existing form I wouldn't like to copy past everything
Hi, that sounds like a great solution! in the developer window of Chrome, what and where should I look for this?? (I'm a novice)
@@derekwarren1862 I don't know if you're still looking for an answer to this, but I found a video by BI Elite titled "Easiest Way to Get Microsoft Forms Data in Power BI" that goes through this exact process. Extremely useful!
It's easier even than that. Once the Excel app opens with the file (Responses > Open in Excel), you can use the same File > Info > Copy Path to get the path to the file that is hidden behind the Form.
Thank you for your video! Right now I am using forms in Teams for my co-workers to fill out as we work alerts in MS DLP (Purview) since they lack reporting. I'd like to then take that info from the forms (in a Teams tab) and get that to PowerBI. How do I do that?
Thank you so much 👍🏽
Thanks a lot man!
Hi. Is there any way to change x- axis and y-axis title on a scatter plot based on measure selected ?
hi Patrick,
your videos are always very useful and easy to apply in daily work, so thanks for sharing your knowledge.
I have a question which requires the opposite to what you did in this video.
How can I get data from PowerBI source to display as choices in MS Forms questions?
For instance I would like to have a form where the customer name is one of the fields to be entered. Users would need to type the full name of the customer, but if we could just allow them to select it from a list based on our database, that would be great. Is this possible without having to develop a full blown app?
Thanks
Could this be used for collecting forecast inputs from the salesforce?
Hi! I write the forms to a SharePoint list with Flow, then link the list to PBI. This allows me to edit inaccurate data or add missing data (lazy survey subjects!).
you are amazing thanks that's pro simple and working
Wow Patrick this is awesome. Do you now if Microsoft is planning to allow external user attachments in forms?
Thanks! When importing the data what is the difference between Table1 and Form1?
Wooooow thank you so much!!
Would not be more efficient with connecting via OneDrive connector on service that refreshes data automatically withouth schedule refresh?
Is there a way to use an existing form that is tied into a flow to populate the sharepoint list without starting a new form? My flow is running close to my limit for the license and do not want to add more steps to my flow
Thanks for the tip. Interestingly I could not create the file in a Teams Channel but I could create it at the Team site and then move it into a channel from there. However, it would then only open in Excel and not in Forms.
amazing! TY!
very very very good!!
This is what I was looking for! Cheers #GuyInACubeRocks
Hi Patrick , great video , is possible to have a doble way connections, i mean , in microsoft Forms get data from a data base , show this in the forms, user able to change and then update the database?
Is there an advantage to using Excel online w/ forms instead of SharePoint Lists that already has an integrated form? Working on a project now where I used this and connecting the two (Power BI to SharePoint Lists) was real easy.
i gonna try this out!!!!
Great video. Is it possible to combine data from different MS Forms into the same Power Bi report?
Hi Patrick,
What would you recommend if a team wants to create several surveys, but not edit the power bi dashboard themselves?
I am thinking about when a team is going to publish several forms and are used to create a new form for every survey. Is it then better to just edit an existing form and have some of them as templates instead?
Hi, Amalie. Did you find an answer to this?
That is amazing time saving.
Awesome!!!
You save my life!
Hey Patrick, really helpful your video!! I would like to know if is possible to connect two or more forms with Power BI. Thanks!!
Pelo nome deve ser br, então vou responder em português. Basta fazer a etapa da conexão com o web 2x ou quantos arquivos de Excel você tiver. Ou ainda usando a conexão pasta do sharepoint. Nesse caso você deve manter os arquivos.xlsx no mesmo site do sharepoint
Nice video!
It's better to combine with Power Automate to refresh data, no?
Thank you !
I have a form i have been collecting data in for ages (it has many questions). I know I can copy the existing responses over once I set up a new form - but is there an easy way to copy the old form using this method?
Very good.
Man, two things. 1.- You're the lost twin of Shaun T 2.- This video is awesome. You got a new suscriber! 😁
Thanks :)
Muito útil!
Hello! Good method! Can I use more than one form to feed a single excel and create power bi?
I want to learn power bi from your channel
Noice! Now I can set fire to all of our old SharePoint surveys and pester our admins to enable Forms. Possibly not in that order!
hahaha love that!
Oh silly Patrick :D ... If you have your group own the form rather than an individual then an Excel storing the answers is already stored in the Documents folder of that group in Sharepoint. However, for individually owned forms you are absolutely right.
Thanks for this. Is it possible to transfer a form from an individual to a group if someone has already created it?
Problem, when the forms are in groups you cannot edit the form entry, which is not hand if the respondent made a mistake. How to solve this?
So you can import an already created forms into Share point and then into Power bi for real time sharing? Or is the pathway Forms to power Bi then SharePoint?
Hi Patrick. What about Forms Quiz? I think it's not possible to create such via Sharepoint.
Have noticed if you create the excel file this way - unfortunately then can't refer the form if trying to use power automate to have one of the responses trigger an action.
Is there an advantage over Excel > New Spreadsheet > Insert > New Form?
This continuously update new form submissions.
hello @patric ,. is there any direct way to create Microsoft forms to power bi without exporting the data to excel
Great Video i m looking also for a solution with the ms bookings data. about a video i would be happy
Sooo... fairly green here to Forms / PowerBI - but it looks to me that it might be possible to set up an automation with PowerBI that would possible take the contact data from a form, and create a new contact object within O365 for my tenant users to have in their GAL? If so, how complicated of a venture is that? :P
He Patrick, you can push results from Microsoft Forms to Excel via PowerAutomate. However, it's way easier to populate Excel's by using the methods you're
showing.
Very nice!!, Thks Patrick way off bananas!, but... when I go to onedrive it only shows me Forms Survey no Forms for Excel, what can I do?
Hello Patrick! What if I dont have the option of Forms for Excel?
Hi Patrick
I created a MS Form via Onedrive, then copy and paste the link into Power BI. It has been working really well. However, recently I realise there are a couple of responses that were submitted and recorded on MS Form but not recorded on the spreadsheet on Onedrive. Literally, on Onedrive, it skipped to record these reponses, left a blank row, then move to another response. Do you know why this happen, please? Thank you
Genius!
yassssssssssssss this. I have to send the reports to faculty. Totally NOT feasible and time consuming. My person also likes the graphs. So this was great! Now to link them all.
hey guys, what if i have already a form done in office forms, how to save it in my onedrive?