Power BI Meets Forms | A Fully Automated Method Using Power Automate And SharePoint

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In today's tutorial, I'd like to share a project involving Microsoft Forms, Power Automate, SharePoint, and of course Power BI.
I was tasked to deliver an end-to-end automation based on a survey that our team has created to survey potential customers using Microsoft Form. However, getting responses out of Form is not that straightforward - at least not in an automated fashion.
It meant that I had to utilize Power Automate to export each response to a SharePoint site.
Once those responses were made available there, picking them up with a Power BI Dataflow and creating a report was a walk in the park...
I hope you like this solution!
Have a good one,
Roland
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Chapters:
00:00 Topic Of The Day - Automated Forms Reporting
00:46 Intro
00:56 BI-Lingual Analytics
01:15 What To Expect - The Project
02:01 Tools Used - Features
02:32 Microsoft Forms - Survey
03:55 Power Automate - Export Data
06:30 Power Automate - Templates
07:22 Test No1
08:08 Power BI - DataFlow and Report Creation
08:48 Power Automate - DataFlow and Data Refresh
10:08 Test No2 - Go Live
10:48 Summary
11:46 Questions? Comments?
11:58 End
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Опубликовано:

31 июл 2024

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Комментарии : 19

@BILingualAnalytics Год назад

Have you ever branched out to Power Automate as a Power BI developer? If so, what made you do that? Let me know here 👇👇👇

@kufreudom6764 8 дней назад

Very Helpful. Thank you

@BILingualAnalytics 7 дней назад

Happy to hear you liked it!

@natalialopez1697 Месяц назад

hello, great video, could you please share the query you paste when adding the Blank query, thank you!!

@karinahulka1486 Год назад

amazing and refreshing video)

@BILingualAnalytics Год назад

Thanks for the kind words!

@haihuynhthanh3078 Год назад

Hello Roland Can you answer a question for me? I've uploaded a file with the Image type to an MS Form using an image I selected from my OneDrive. How is the Value column used in the "Create csv table" Action when the Header is an image?

@BILingualAnalytics Год назад

That's a great question. But I guess your answers are not going to be images, right? So survey responders are going to answer a question based on the image. So it should cause trouble

@ravbuddy 5 месяцев назад

Hi, thank you for the video. Could you achieve a similar result by just having one excel file as your power bi source data, and use power automate action of Add a Row in excel? Would you still be able to set up automatic data refresh in the power bi report?

@BILingualAnalytics 4 месяца назад

Yes, in theory it’s also a way to get the same/similar result.

@moneytrends5231 Год назад

I have a form used for inspections which is very complicated with branched options, GPS data, pictures, etc. I currently use Access with its queries and reporting. We're moving towards power automate and want a more robust survey form. Do you think microsoft forms is robust enough for gathering ~100 data points?

@BILingualAnalytics Год назад

It can definitely handle large number of questions. I’m not 100% sure what do you mean by branched option. Are they type/subtype kind of questions? I would also look into Power Apps as you can develop much more robust applications in it. And Power Apps definitely has “conditional” options.

@moneytrends5231 Год назад

@@BILingualAnalytics thank you for the suggestion. I will look into it

@haihuynhthanh3078 Год назад

Hello Roland, thank you very much, i am very prefer all your video. can i ask a question? In MS Form: have field "Rate", but in Action "Create csv table", i forgot input field "Rate". Then, i test some survey okay --> run in Direct PQ, BPI Desktop okay (with 4 columns). After i remember that i miss field "Rate", i add Header & Value for field "Rate" in Action "create csv table" okay --> make a new survey with 5 column. How to Direct PQ update dynamic with 5 columns (some prev responses: blank for 5th column "Rate"? Thanks. i miss some skill in Power query.

@BILingualAnalytics Год назад

Hey, thanks for the kind words! So yeah, I missed a field while adding those columns in the "create csv table" step :) This is why I suggested testing the full automation before going live. What I have done is deleted all files from SharePoint and then re-run the test with previous triggers. That essentially moved the dummy files with the right fields back to SharePoint.