Microsoft Forms & Power BI Integration - Turn Surveys Into Insights!

In this video, Amelia Roberts demonstrates how to integrate Microsoft Forms with Power BI to transform survey data into actionable insights. Microsoft Forms is an excellent tool for creating surveys, quizzes, and various data collection forms, while Power BI allows you to analyze this data in real-time. With this integration, you can streamline the process of data analysis and visualize your results efficiently.

How to Integrate Microsoft Forms with Power BI

Amelia walks through the process of linking data from Microsoft Forms to Power BI:

• First, she accesses the responses in Microsoft Forms and downloads the data to Excel.
• The next step is copying the file path from Excel stored in OneDrive or SharePoint.
• Using Power BI, Amelia selects "Get Data" and chooses the "Web" option to paste the Excel file URL (removing everything after the "X").
• After logging into her organizational account, she connects Power BI with the Excel data and begins the process of transforming the data within the Power Query editor to clean it up for analysis.

Transforming and Cleaning Data

Amelia emphasizes the importance of cleaning up the imported data to make it suitable for reporting. This includes removing unnecessary columns and making sure key columns are retained for better analysis in Power BI.

Creating Reports and Visualizations

Amelia shares an example report she created using survey data from Microsoft Forms. The report includes key metrics such as the total number of surveys completed, along with visualizations that break down responses based on different questions. She demonstrates how to use Power BI's data transformation tools to clean the raw data and make it usable for analysis.

Real-Time Updates in Power BI

One of the highlights of this integration is the ability to see real-time updates in Power BI. Amelia shows how survey data can be refreshed in Power BI Desktop, and once published to the Power BI service, the data can be kept up to date through scheduled refreshes.

Key Benefits of Integration

• Streamlines the process of turning survey data into actionable insights.
• Enables real-time updates, so reports reflect the most recent responses.
• Allows data cleaning and transformation using Power Query to improve data quality.
• Supports publishing to Power BI Service for broader access and automated data refreshes.

Conclusion

By integrating Microsoft Forms with Power BI, you can effectively turn survey responses into real-time insights, making it easier to analyze and visualize the data you collect. With features like data transformation and real-time updates, this integration streamlines the entire process from data collection to reporting.

Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Microsoft Forms, Power BI and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.