Forum Discussion
How to set up a recurring survey with Forms?
We'd like to set up a survey that before each morning meeting checked the mood of everyone in the meeting. Ideally this would be an automated survey that is triggered every morning and the graphical ...
Jimmy Sjölund I know that's quite an old question, but anyway I'll post my solution that might help the others.
What I did is:
- setup a recurring e-mail to my team members with a link to the MS Forms
- then, since MS Forms standard report of responses doesn't allow to filter through submission date I created a PBI report feeding on the Excel file that is linked to this form
- if you 'Open in Excel', you'll see a file that's automatically updated upon submission of new responses. Copy its web address. In case you don't know how to do that -> Full Path to Workbook (Microsoft Excel) (tips.net)
- create a PBI report and get the Excel file as a source (in order to use the web, in source step replace 'File' with 'Web' and you may paste the "https" address of Excel file)
This way you get refreshable PBI report that you may share with anyone through an app and you aren't limited in any way in terms of visualizations (you can see timelines, trends, all kinds of details).
Hope that helps!
Robert_Solczak, Is there any way you can add visuals to this explanation? This is the answer I think I have been looking for!
- I'll happily help - can you tell me which point specifically you'd like me to visualize?
Robert_Solczak the second part! Thank you!
Hi, really sorry for my poor response rate (didn't realize these notifs are coming to my mailbox I don't really check), but just to visualise second step - you just need to replace "File (highlighted) with "Web" so that it could work with the link from the online-based Excel file (second highlighted area):
All that should be done in step "Source", as pointed by the arrow.
Hope that helps! If that's too late for you, maybe it will help others.
