Using Microsoft Forms Inside Excel Online

Matt Peterson, trainer at Pragmatic Works, introduces an efficient way to use Microsoft Forms directly within Excel Online, eliminating the need to download responses into separate Excel sheets. This technique saves time and simplifies data collection. In this post, we will walk through the steps to integrate Microsoft Forms with Excel Online.

What is Microsoft Forms in Excel Online?

Microsoft Forms is a tool that helps users collect data through surveys and quizzes. While it’s commonly used alongside Microsoft Excel, it’s often a manual process to download responses. However, when using Excel Online, this process becomes automated, allowing users to collect and view responses in real-time without downloading or managing multiple files.

Steps to Integrate Microsoft Forms with Excel Online

1. Open Excel Online: Start by opening your workbook in Excel Online, not the desktop version.
2. Insert Microsoft Forms: Go to the "Insert" ribbon and click on the “Forms” dropdown. Select “New Form” to create a new form.
3. Create a New Form: Enter a name for your form (e.g., "Parent Conference Sign Up"). Add your desired questions like "What is your name?", "What date would you like to attend?", and "What phone number can I reach you at?"
4. Collect Responses: Once your form is set, preview it and fill in the responses. Matt demonstrates by entering his name, conference date, and phone number.
5. View Responses in Excel: Once responses are submitted, return to the Excel Online workbook. The form responses will automatically populate in the spreadsheet in real-time.

Benefits of Using Microsoft Forms Inside Excel Online

• Real-Time Data: Responses are automatically logged into the workbook without the need for manual downloads.
• Time Saver: With this integration, there’s no need to navigate between different tools or manually upload form data into Excel.
• Easy Modifications: You can make updates to your form and Excel simultaneously. For example, if a question is deleted or changed in Forms, the Excel sheet will reflect those changes.
• Accessible from Anywhere: As it is hosted in Excel Online, you can access your data from any location, making it easier to manage responses and modify your form as needed.

Conclusion

Integrating Microsoft Forms with Excel Online streamlines the process of collecting and managing form responses. It eliminates the need for downloading separate files and allows you to keep track of all responses in one place. Whether you’re organizing a parent conference or conducting a survey, this integration makes managing data a breeze.

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