microsoft form how to upload to excel

In this tutorial, I want to demonstrate the following:

• How to create a form with Microsoft Forms.
• How to synchronize a Forms response betwixt a Form and Microsoft Excel.

If you lot adopt, you tin too spotter the video hither:

If y'all've non used Microsoft Forms, I strongly recommend you take a look at it. It'due south a straightforward tool that allows you to assemble feedback from users from inside your organization and too externally.

Create a new form with Microsoft Forms.

Let's get Microsoft Forms running by navigating to "https://forms.microsoft.com." One time it's loaded, login in with your Office 365 credentials.

From within Microsoft Forms, select the option to create a new course and call it "The Excel Pinnacle Sports Quiz." At this signal, you can optionally customise your form with colors and images.

In this tutorial, let'due south pick a theme to get in look a little more exciting on the correct-paw side of the top toolbar and select "Theme." Yous tin choose whatever you prefer, merely I am going for a brown theme.

Once you've given the Form a championship and made information technology expect more than exciting, you volition now need to add together some questions. Every bit you create the questions, you will notice that you tin have many different types of questions.

As we're not going too deep with Forms, I am going to use several "choice" questions. Our class is intending to survey the respondents to meet who their favorite sportsperson is beyond several sports.

Add three selection questions equally follows:

One of the benefits of Microsoft is that it's a WYSIWYG (What You See Is What Yous Get) editor, meaning that as y'all design your course, information technology's very shut to what a respondent will meet.

Once your form is complete, we now need to go some responses! To this, click the "Share" button on the elevation carte du jour.

At this point, y'all can meet we accept two options:

• Anyone with the link can reply – meaning that anyone in the world tin can answer.
• Merely people in my system can reply – significant that only people who are in your organization's Azure Active Directory can fill in the course.

I honey the get-go choice, as this ways you have a very cool style for people externally to interact with your business. When the data comes into Microsoft Forms, you tin can speedily forwards it on to other services such equally SharePoint or Excel (see the rest of this tutorial).

Click "Anyone with the link can respond" and click "Re-create."

To show it works for anyone, load up an incognito browser (Chrome) or InPrivate (Edge) and paste the link into it. You will exist presented with the class, every bit illustrated below.

Now fill up in Form, cull your favorite sportspeople and click "Submit."

That's it! You have now created a survey, and the response volition accept been saved within of Microsoft Forms.

Analyzing the course response data.

Navigate back to the browser tab where you edited the grade, and you should see you accept a new response.

Hither is an example of the Response (accessible by clicking on "Responses"):

You lot tin can also click the "Open in Excel" link. If you do, it volition await something similar this:

I am pretty sure you will agree that information technology was not only speedy simply straightforward to go from nothing to a running form. As like shooting fish in a barrel every bit information technology is, there are a few reasons why you would want the survey responses sent into another data store such every bit SharePoint or Excel. Here are some that come to mind:

• You may have an existing Excel Spreadsheet, and yous'd like to supplement it with the responses.
• You may want your Team to be alerted to the response in Microsoft Teams.
• You may want to filter, sort, and share the responses with your squad in SharePoint.
• You lot may want to share the alive responses with your team as they come up in. If you lot wanted to practise this with Forms, you lot'd need to requite everyone permission to see the responses and enquire them to keep downloading the spreadsheet.

There will be many more employ cases where you demand the survey responses outside of Microsoft Forms. The next part of this tutorial explains how we are going to automatically send the answers from Forms to an existing Excel Spreadsheet.

How to synchronize a Forms response between a Form and Microsoft Excel.

To get around the drawbacks of keeping the information in an isolated spreadsheet, created by Forms, nosotros're now going to look at another Function 365 service called Power Automate.

Power Automate (previously Microsoft Menstruum) is an automation tool that allows you to pass data between one or more services. It can be configured to run on diverse triggers such as:

• When a new SharePoint list particular is created, or
• When a new Grade response is received

When the trigger (event) occurs, Forms volition listen to information technology and behave out steps that you specify.

I like to think of Power Automate as being the "glue" between all of Microsoft's services.

That's a very rapid intro to Power Automate and you can find many more comprehensive manufactures on the Collab365 Community. Now it's time to create a Period within Power Automate that passes the response data as information technology comes into our Excel Spreadsheet.

Create an Excel Spreadsheet from within Microsoft Teams

Before nosotros get started with creating the Menstruum within Ability Automate, we need to shop a spreadsheet in a destination that nosotros can "see" from our Catamenia. You can either store your spreadsheet within OneDrive for Concern or within a "normal" SharePoint site. Yet, in this example, we're going to use Microsoft Teams.

Delight note: If you don't apply Teams, and then get ahead and store it a SharePoint document library or relieve information technology to the OneDrive for Business concern.

Steps:

Open Microsoft Teams and navigate to a Squad that yous would like to create the Excel spreadsheet inside.

Click on a Channel and navigate to the "Files" Tab.

On the "Files" tab, select "Add together new Excel Spreadsheet."

One time you lot've done this, give your Spreadsheet a memorable name as yous will need to use that in Ability Automate subsequently on.

When your Spreadsheet has been created, open it, and add together the following values into three adjacent cells:

• All-time Footballer
• Best Rugby Player
• All-time Tennis Player

Now highlight the three cells and choose "Insert" > "Table"

On the dialogue window that is and then displayed, select "My tabular array has headers" and click "OK."

You should now see your spreadsheet looking something like this :

Excel has now created a information table that Power Automate can automatically ship information to. As you will need to refer to the name of the Excel Table in your Flow, I strongly recommend you rename information technology to something more meaningful. At the time of writing this, it's not possible to rename a table using Excel Online, so you need to do using the desktop version of Excel. So open the spreadsheet in desktop Excel and rename it.

Here's a quick snippet of how you lot would reach that:

That's all the setup work we need to practice in Excel, for now, and then allow's work on getting the data from Forms into Excel via Power Automate.

Create the Period in Ability Automate

For the next part of the tutorial, navigate to a browser and open upward https://menstruation.microsoft.com. Once it's loaded, click "Sign in" and use your Office 365 credentials.

Steps:

• From the menu on the left, select "My Flows."
• Select "Create."
• Select "Automatic Flow."

Now, we've initiated the creation of an automatic flow we need to give it a name and select the trigger. The trigger defines when the catamenia starts, then in our instance, we need it "wake up" and run when a new Microsoft Forms response is created.

Select the options as outlined in the following image.

In one case you've filled in the dialog, striking "Create." You will and then be taken a designer canvas with just one trigger defined like this. Select the form you just created in the dropdown and click "New step."

In the New step, we need to search for "Forms," select "Microsoft Forms" and so choose "Get response details" (as illustrated below). This footstep allows us to become and reference the incoming Forms response so that we can use it in a afterwards step.

One time y'all've added the "Go response details" activity to the sail, you need to select the same grade as in the offset step and also set the "Response Id" to the "List of response notifications Response Id."

If we saved and ran the flow now, it volition do nil more than than run when a new response is submitted. It won't exercise anything useful with the information. To continue adding functionality to it, we demand to add some other stride, which will allow u.s. to take the reference to the forms response (merely created by the end-user) and ship information technology over to Excel Online.

Once you've hit "New step," please select the "Excel Online (Business)" option:

Then select the spreadsheet created in the previous section (using Microsoft Teams) and set the values in the data table.

From the list below the Excel Online (Business organisation), choose the pick to "Add a row into a table."

The values to enter on this next step are pretty self-explanatory. Yous need to find the location, document library and file name of where you stored the Excel Spreadsheet. You then demand to cull the table name that yous created.

If everything worked, you should now come across your column headers, as shown below.

Side by side, nosotros need to tell the stride where to get the "All-time Footballer Role player," "All-time Rugby Player," and "All-time Tennis Histrion" from. To do this, click on "Best Footballer" in the Power Automate pace and you should come across a selection box automatically appear to the right as follows:

Click in each of the Footballer, Rugby and Tennis players and select the Forms field on the right. In one case y'all've finished, it will await like this.

That's it! Save the form and now get and add a response to your Microsoft Form and so check information technology got piped into the Excel Spreadsheet. If it did, you should see something like this.

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Source: https://collab365.com/how-to-integrate-microsoft-excel-with-microsoft-forms-responses/