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.
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.
Microsoft Forms Team
This is executed BAD. There should be this kind of ability (see attached image). Because users assume blindly, that something that basic (as iw works perfectly on google forms) is default. Why the hell do I need to go through the trouble of " When you create Forms for Excel". Do you realise how unneccessary that is? So many extra clicks? ZERO practicality
What year are we living in?I keep trying to give you guys benefit of the doubt but It seems that you have hired ZERO UX and UI experts. Just software engineers, who are dictating the user experience and that is a perfect recipe for something horrible.
Tha same for tests, please.
google does it... thought you were better than them. (and its free!)
Gregory Simms commented
Love this! instead of creating a power automation "flow" to automatically update a spreadsheet that this feature be built in and continuously update a single spreadsheet
If you have the ability to use power automate, this can be accomplished by taking the Forms data and populating a table. I'm currently using this on several Forms and populating 1-2 excel docs on a sharepoint.
It is not real time and I can't find the excel file in my onedrive directory launched from my desktop app.
I'm having the same problem as Kevin below. Why am I unable to link my Form to an online Excel sheet?
Is this available for government customers yet? This isn't an option for me.
There needs to be a way that you can sync Quiz results in Excel like your able to with a normal form. I am looking to track results using an Excel File.
David C commented
The live excel feature of "Forms for Excel" is awesome. However, I have a few gripes with it:
1) Most of my users in the org create a new Form, and then want to point it to a live excel form (I have the unfortunate task of telling them they have to scrap the work they have already done and start new if they want a live excel, rather than using the default 'export to excel' to get results). It would be great if you could convert the way Form data is stored from the default where you have to export the excel, and change it to a live excel form AFTER the form is actually created.
2) I can't create a "Forms for Excel" in a private channel. A lot of times I want the submissions of the form to be secured (e.g. stored in a private channel), but I still want the form and discussion about it associated with a public team. Right now private channels don't support "Forms for Excel" as far as I can tell.
Thanks, and keep up the great work in improving the product.
I mirror this sentiment. The "Forms for Excel" still is a bit clunky. It also tends to break as soon as users add an additional column, delete rows, etc. MS forms feels overengineered and doesn't give us the flexibility needed. Google forms is much simpler and allows you to use whatever spreadsheet you want and you can make changes to the spreadsheet afterwards.
I have created quite a few of my forms already (which have responses), is there a way that i can change my datasource (which MS-Form excel is looking at) to my current form? I dont want to create a new form and lose all my data.
Is this only a option for business users? Like other comments I use google forms for no other reason than it links straight into google sheets. I would love to use forms in my work but without proving the concept and learning the system it can't be done. It seems counter intuitive to limit and push customers to an alternative system when your system is better and cleaner in every way except integration.
I want to vote for this 1000 times!!!! I am a heavy form users and have used both microsoft and google forms. Google forms allows you to have an attached cloud-based spreadsheet (and even allow you to have the data from two separate forms feeding into one spreadsheet) which for me is a huge advantage over microsoft forms. It means that for long duration forms I can go straight to the spreadsheet to view results rather than having to go to the form and download a separate spreadsheet each time. It also means that I can add additional sheet to the spreadsheet in order to process/manipulate the data and this can be done whilst I am still collating results all in one single spreadsheet.
Michael Hawker commented
Would be cool to see connection to Power BI
Jeff Koertzen commented
Please see my suggestion to integrate with the new Microsoft Lists product. This would solve a LOT of the problems noted here.
Brian Connelly commented
This could be handled with Power Automate. I have created surveys and feed the responses back to Excel Online which I use as a datasource for Power BI.
Dion V commented
Somehow MS managed to break the Forms functionality. I've been showing staff how to use Forms, and one of the key features was that the Excel file *was* being created even when using FORMS to create the form.
Suddenly, this week, creating a form from within Forms itself does not do this anymore.
Then I read that the Excel file is only created if the form is created from within OneDrive or Excel Online. SERIOUSLY???
Any method of creating a form should do that same thing: Create the Excel storage file. Period.
We need to read this file into PowerBI for reporting and can not be downloading the Excel file every time we need new data in PowerBI.
Omar Ghannam commented
Can we get an option to link previously created forms to excel sheets the way it works when you click "Forms for Excel" in OneDrive as suggested by Zhongzhong Li above?
"Forms to Excel" should be also available for a Personal/Home subscription of O365. It would be very helpfull to collaborate with friends and family