How to establish automatic data transfer from MS Forms to Excel (Using Power Automate)
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- Опубликовано: 6 июл 2024
- In this video, I will show you how you can create an automatic connection from Microsoft Forms to Microsoft Excel. This automatic connection will automatically transfer the data entered into the Form, to an Excel table, so that the Excel Table automatically updates when a new Form is submitted.
so before this video a Form and an Excel table have been prepared, so the focus of this video is to explain the connection between these, and to show how to build a Power Automate flow, that can handle the automatic data transfer. This will also provide insights into the very basics of the online version of Power Automate.
This video will answer the following questions:
- How to transfer data from MS Forms to Excel Automatically?
- How to create an automatic connection from MS Forms to Excel?
- How to build a simple Power Automate Cloud Flow?
- How to save time using Power Automate?
- How to create a link between MS Forms and Excel using Power Automate?
Thank you so much! Your video helps me complete my project at work! 😊
Thank you so much- this was incredibly helpful, and saved me a lot of time and grief 🙂
worked! Thank you!!
Thank you for this video. It helped me to finish my work quickly and it was easy to follow.
Thanks a lot. Really helpful. Kind regards.
Wonderful! Thanks for the brilliant video, it was so helpful :)
Great video, clear, easy to understand and not beating around the bush. Im a subscriber now
Thank you! I'm happy it made sense to you 😉
Wow thank you so much!!
This is amazing!!
Thankyou so much, this was exactly what i was looking for. I use this to add expenses to a spreadsheet to track my personal finance.
Cool! Personally i use an Excel data extraction from my bank, adds it to an Excel table, puts label to each line, and visualize it in a pivot table 😉
Great Very useful
Super I am looking for long time..
Thank you
Hi, I truly appreciate you fir making this video. I have a question though, when I am using the action "Get response details", I am only getting the "Response ID" in the dynamic content tab. I don't see the "List of response notification Response ID" option at all. If I use the "Response ID" option, I always get error. What should I do?
I love that Darth Bader was an employee 😂❤
He needed a job, so I chose to hire him, despite his past 🤣
One of my friend created flow where he download all the previous submitted responses as well and every time that flow download excel file and save
Great vid. Thanks. I need help though. My scenario: I have numerous forms. I would like to collect all the data into one excel file...use different worksheets (tabs) at bottom for each form. How would I direct the data to go to different worksheets inside the same file? Help is appreciated :)
In that scenario you have to create a Power Automate flow for each form, and define where you want your data places. In your Excel file you can insert data into different sheets, by creating different tables in the sheets and direct the data into those tables. Does that help you?`:)
@@productivityhub4597 Thanks. Yes that helps. I have another BURNING question. I will try and be clear. As this table grows with new data, I want to be able to take the last input from the form and display it as a graph on my share point. I understand pivot tables etc but again, I only want the last record that was inputted from my form into my table. I just want my sharepoint page to display the last. Example. I have people input inventory everyday. I only want to display the inventory they put in for that day. Does this make sense? lol Any help would be appreciated
I liked your video very much, thank you. Only one thing I do not complete to understand. Why do you make another file/table to link and make a flow to power automate? The Form already has an Excel file/table for storage data. When I open Excel file is updated with the forms information received. The only benefit that I see is cutomizing headers in new table (no need to use headers from Form). Thanks for claryfing my inquiry.
Hi Moises 👋
For me, the primary benefit of creating a setup like this is, that the data runs directly into the output source. I do, as an example, work at a smaller manufacturing company, where i created this setup for several quality controls. On top of that I have build Power BI dashboards for visualisation, based on that data. Those dashboards are automatically updated when new forms are submitted. If I did not make that link, i should download a new Excel file everytime i wanted new data for my dashboard.
I hope it makes sense 😉
@@productivityhub4597 thanks so much for the reply. It does make sense. Again, thank you for sharing your knowledge.
Hi i really like your video but I encountered an issue. When it came to the part about document library, you selected OneDrive, but I was not able to select it at all, I couldn’t connect to it even if I typed it out manually. I tried searching online for help, but they couldn’t really help me. Please help me 😢
Hello. And what about when response is editted?
Is there a way to clone the workflow and all associated forms and excel files in case you wish to have different porjects?
I don't know a way where you can do it all at once. But you can dublicate all of it separately, rename it, and change the flow in Power Automate.
If I have edited the spreadsheet that the form data goes to, is this a problem? e.g. it's not creating a new spreadsheet every time and it's only updating the new information and not syncing the old information (and deleting my edits)
Hi Cindy 👋
Editing the spreadsheet should be no problem. Power Automate is refering to at specific Table in you sheet. You can even add additional columns to your table, without affecting the flow.
Can I add additional columns that aren’t in the form and still have the excel sheet update?
Yeah, you can add additional columns to your excel sheet, that have no link to the form 😉
Hi, how do you fix duplicate entries?
Hi! I ran into a problem signing up Power Automate with my Free personal MS Account!
Here's what it's reading: "Selected user account does not exist in tenant 'Microsoft Services' and cannot access the application '7ab7862c-4c57-491e-8a45-d52a7e023983' in that tenant. The account needs to be added as an external user in the tenant first. Please use a different account." HELP!!!
Hi! Is there a possibility to create an automation for a surveys I am not an owner of, but I do have an access to edit it as it was shared with me? I can see the surveys in my account (Forms app/ Shared with me)), but I can not chose any of them in the Power automate app while creating a flow (New Flow/ Automated cloud flow/ When a new response is submitted/ Pick a form/ xxx). How should I approach this issue?
Thanks in advance and thanks for the video!
Hi there! Just wanted to check, are you already find the solution for this problem? Because I've been dealing with the same situation and haven't figure it out yet. Please let me know if you find the solution, thank you!
Is there a way to automate the data in separate tabs within the same excel workbook? For instance, I have 200 employees who have to submit daily stats, instead of making each of them their one form is there a way to automate the submissions based on each employees name into their own tab?
Yeah, it is possible. However, it is not very flexible to use Power Automate to separate the data into 200 different tables. I would recommend using Power Query for that 👍
@@productivityhub4597 Thank you! Although now I have to watch more videos on how to use that program lol
I can maybe make some Power Query videos 👍
I've created a similar data base however I have a column in which the user has to enter the date that they have completed the said training which they are putting into the data base, however when its input into excel it also has a time alongside the date which has not been entered and i do not want there. how do i remove it?
Try formatting the cell to a specific date format
what if i edit my previous respond? does excel save it too?
What do you mean when you say "edit my previous respond"? Editing something in Forms or Power Automate?
I have to edit a response form form