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jkearley's avatar
jkearley
Copper Contributor
Mar 10, 2021

How best to manage a monthly (recurring) form and results

Hi everyone,   Each month, following our team meeting i send a survey out to get feedback. The questions are the same, and i leave it open for the same amount of time each month.    I wanted to k...
education
microsoft forms
RobElliott's avatar
RobElliott
Silver Contributor
Mar 10, 2021

jkearley I would suggest that you use a flow in Power Automate to save the results of the form into a list in SharePoint. You would only need 1 form for each month but by doing this you can filter the list to get each month's results. Out of the box it won't give you the nice pie charts and graphs that you get with Forms, but later on as your experience grows you can have a view of the list formatted with JSON to get those pie charts etc.

 

Saving the results of the form into a SharePoint list is not difficult and an example of how it's done is shown in the images below: 

 

An alternative to SharePoint is to save the form responses into a table in an Excel spreadsheet which would give you more options for charts etc.

 

Come back with any questions about this.

 

Rob

Los Gallardos
Microsoft Power Automate Community Super User

jkearley's avatar
jkearley
Copper Contributor
Mar 10, 2021
Thanks Rob, I think the second suggestion might be more realistic as i'm not familiar with Power Automate, though I'd like to be now you mention it.

I can happily save the individual excel spreadsheets, but you're right i will lose the pie charts etc that are autogenerated. How do i go about stripping the survey back to no responses to reuse it everytime?

Also, did you happen to have a fix for being able to save the forms into specific one drives? I can't even see where they are saved currently....

Thanks, 🙂

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