If your Shared Library is part of a Microsoft Group, then you will see the Forms for Excel option shown earlier. This is not the same as an MS Form, and I recommend you don’t use this approach.Ģ. If your Shared Library is your main SharePoint site, you will be presented with the option to create an Excel Survey. These same steps can also be followed using a Shared Library, however there are potentially two different scenarios you will be presented with when choosing a Shared Library to host your Excel workbook.ġ. You will know the form has been built correctly if you see a cloud on the bottom of the Open in Excel icon from within MS Forms.Ĭaution when using a Shared Library as the Home folder Simply click the Responses tab (#1 below) to switch from the Questions (form creation view) to the Responses (view results) view. To find the Open in Excel button, you will need to be in the Responses view of your form. To check if you have successfully created the form correctly, you will need to find the Open in Excel button. However, because this form was initiated in OneDrive and not directly in MS Forms, when you receive responses in the form, all new responses will be added to the Excel file you just created AND you can directly connect to that file without manual intervention. You will then be taken to MS Forms, where you create the form as normal. 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. ![]()
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