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Connect results to Excel as a data source rather than opening a new workbook each time

The form is great in terms of collecting responses. That said, if you need to view all the data at once, you need to open the form results in Excel. If you do that, it appears to open a separate result each time. There is no way to edit the results workbook. For example, I want to add a column to the results where I can keep track of whether or not I have contacted the person since they have filled out the form. If I add that column to the table, it will be gone when I next click "Open in Excel" to get the latest data. It would be great if it creates a connection to the workbook and is treated like a data source for the workbook.

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    Ashleigh shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    thinking about it  ·  Zhongzhong Li responded  · 

    Hi Forms users,

    Thanks for using Microsoft Forms and providing feedback.

    We just enabled a new feature “Forms for Excel” for all Microsoft Forms customers. When you create Forms for Excel in your OneDrive for Business / modern SharePoint team sites, you will get an Excel workbook at the same time. All the responses data will show up in your Excel workbook in real time.

    You could get more detail from – https://aka.ms/formsforexcel

    Please be free to leave comments if you have any question.

    Regards,
    Microsoft Forms Team

    43 comments

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      • Erik Olsson commented  ·   ·  Flag as inappropriate

        Great. is it possible to link a previously made form to a "Forms for excel" or does the above solution only apply to new forms you create?

        Meaning: If you want to have an excel file connected to a form you have to setup a "Forms for excel" before you create a form?

        Thanks!

      • Thomas Sweeney commented  ·   ·  Flag as inappropriate

        I need the edits to the excel sheet to be reflected in the from review UI. This would allow me to add results of users who could not access the web when they were filling out the form.

      • Nylor commented  ·   ·  Flag as inappropriate

        How do I link an existing form to excel? I am a teacher trying to create a digital reading log.

      • MKD commented  ·   ·  Flag as inappropriate

        How can i link an existing form to Excel?. I can see how i can create new form in Excel Online, but i have already set up a form and have responses in it so would like to create an automatic link

      • Kesava Velugubantla commented  ·   ·  Flag as inappropriate

        its good to have it linked to a sharepoint list because when the person leaves the company then you cant really manage the his/her one drive and you will be loosing all that data and form.

      • HTurner commented  ·   ·  Flag as inappropriate

        Just to clarify, one way a team (i.e. department or group) can be alerted when a form is submitted is by Using Forms for Excel to create the survey and then have the members of the SharePoint Team site create an alert for the Excel document when it is updated?

        If this is true can there be cells in each record that do not appear on the survey that team members can use to indicate followup?

      • Jose commented  ·   ·  Flag as inappropriate

        Is it possible to have this feature as an option in the New Forms wizard that allows the user to check a box or something in a drop down that will enable the "Forms for excel" feature? The new feature seems to be hidden or hard to access because you have to go to OneDrive then choose the new option then the Forms for Excel option.

      • Anonymous commented  ·   ·  Flag as inappropriate

        PLEASE can we get this enabled for quizzes in Office 265 for Education. It's possible to do it in a limited way with flows but only the responses appear to be available not the automarking data which would be immensely more useful.

        The power of this to produce tailored feedback to students would be immense. If I've missed an option to do this, please let me know but I only seem to be able to create forms not quizzes from inside excel online at the moment.

      • Ajay commented  ·   ·  Flag as inappropriate

        Hi,

        I followed all the steps (the "Open in Excel" button even has a cloud symbol), but the data is not being updated in the sheet at all.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Does this work with Quiz? I tried the "Forms for Excel" but it is only for forms but not quizzes.

      • amanda commented  ·   ·  Flag as inappropriate

        I'm not sure if this a new function but I've been playing with forms and figured out if you create your form from inside Excel (online version - Home tab) it will link the form and excel automatically and update almost instantly, no need for Flow. The Excel sheet will be where ever you created it in OneDrive; can be shared with whoever you choose; can be opened online and viewed by whoever has access and you can add extra columns that don't appear on the form (and yes, they remain after the sheet is closed).

      • Johan commented  ·   ·  Flag as inappropriate

        Needed function as a admin and admin-team to:
        1) edit an answer is needed. During the life time of the current form eg errors needs to be able to be edited by the admin, so that future excelreports will be more correct.
        2) as an admin being able to edit and adjust which columns should be included in the report.

      • Reuben commented  ·   ·  Flag as inappropriate

        Yes, please link it to Excel 365 and Power BI (although I know we can connect Excel 365 to Power BI). Thanks.

      • Claudia commented  ·   ·  Flag as inappropriate

        I also agree with commenters on this thread who suggested that you should be able to view results in Excel online in OneDrive.

      • Laurie Boon commented  ·   ·  Flag as inappropriate

        You should be able to view entries in excel online by multiple people at the same time with the option to downloaded to an offline version. Working in the same way that Google Form responses do.

      • Anonymous commented  ·   ·  Flag as inappropriate

        DEFINITELY- we need to post process the data using macros so we need to be able to easily access the the excel sheet via our one drive easily

      • Scott commented  ·   ·  Flag as inappropriate

        This functionality is critical for me to move away from Google Docs and Google Forms. I use Google Forms to have my Field Engineers enter their activities for the day. I need to edit the source "database", Google Sheet or Excel Spreadsheet in this case, for two reasons. One, I need to make adjustments to the type of activity or details of the activity based on conversations I have with the team after they submit the activity. This gives me the ability to ensure the quality of the data and allows a human filter to an otherwise automated solution. The second reason is that I have added several columns to do calculations. For example, I might assign a certain number of points or an average number of minutes for a support call. They log a call and the new column multiplies that by the number of points or minutes. I can also make a separate sheet for pivot tables, which are obviously great for reporting.

        Bonus points to Microsoft if they let us use the Forms graphs and pie charts on custom columns without having to create Pivot Tables on the second sheet.

        We have to be able to see and edit the data behind the responses in order for this to be a viable solution for all types of surveys/quizzes/report trackers.

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