APRENDA 2 MÉTODOS DE CONECTAR O MICROSOFT FORMS AO EXCEL E POWER BI E EXIBIR ANEXOS NO DASHBOARD

Introduction

This tutorial will guide you through two methods to connect Microsoft Forms to Excel and Power BI, enabling you to automatically extract data and display attachments in a dashboard. You’ll learn how to create a form, export data, set up automation, and visualize that data in Power BI.

Step 1: Create a Form in Microsoft Forms

• Go to Microsoft Forms and create a new form from scratch.
• Add the necessary fields to collect the data you need.
• Save the form and ensure it’s ready for responses.

Step 2: Export Data Automatically to Excel

• Access your Microsoft Forms dashboard.
• Click on the "Responses" tab.
• Select the option to "Open in Excel" to download a file with your responses.

Step 3: Set Up Excel File in OneDrive or SharePoint

• Create a new folder in OneDrive or SharePoint where you want to store the Excel file.
• Create a new Excel file in this folder to keep your data organized.

Step 4: Populate Excel Using Microsoft Forms

• Use the built-in feature in Microsoft Forms to send responses directly to your Excel file.
• This can be done by setting up a connection in the Forms settings to link the responses to the Excel sheet.

Step 5: Create a Flow in Power Automate

• Open Power Automate and start a new flow.
• Choose a trigger for the flow, such as "When a new response is submitted" in Microsoft Forms.
• Add an action to insert a new row into your Excel table.
• Map the form fields to the corresponding Excel columns.

Step 6: Troubleshoot Flow Visibility in Power Automate

• If your shared form does not appear in Power Automate, ensure that you have the correct permissions and that the form is shared properly.

Step 7: Test the Flow

• Submit a response to your Microsoft Form.
• Check the Excel file to verify that the data has been populated correctly.

Step 8: Connect Power BI to Excel in OneDrive

• Open Power BI Desktop.
• Choose to get data from Excel.
• Browse to your OneDrive or SharePoint location and select your Excel file.

Step 9: Perform ETL in Power Query

• In Power BI, use Power Query to perform ETL (Extract, Transform, Load) on your data.
• Filter, clean, and shape your data as required for your analysis.

Step 10: Display Images in Power BI

• If your Microsoft Form includes images as attachments, ensure they are accessible in your Excel file.
• In Power BI, create a table or visual that includes the image column.
• Use the image URL to display the images correctly in your reports.

Step 11: Resolve Image Visibility Issues

• If images from SharePoint do not appear in Power BI, ensure that the image URLs are correct and publicly accessible.
• Check if the necessary permissions are granted for Power BI to fetch the images.

Conclusion

You've learned how to connect Microsoft Forms to Excel and Power BI, automate data transfer, and visualize attachments in your reports. Consider exploring more advanced features in Power BI to enhance your dashboards further. For next steps, try creating more complex forms and analyzing different types of data!