Sync Microsoft Forms data to Excel for the web
Published Aug 25 2024 07:29 PM 2,442 Views
Microsoft

(Originally published on January 29, 2024 by Ruoying Liang)

 

Hi, Microsoft 365 Insiders! My name is Ruoying Liang and I’m a Product Manager on the Forms team. I’m excited to share that you can now sync data gathered using Microsoft Forms to Excel for the web and take advantage of Excel’s rich functions to analyze and visualize your data.

 

Sync Microsoft Forms data to Excel for the web

 

If you currently use Excel to analyze Forms data, you know that making sure your worksheets have the most current data available can take some extra effort.

 

With this update, Forms doesn’t just export existing data to Excel—it also automatically syncs new responses in real-time. Just keep working on your existing worksheets and be confident that you’re always using the most current data.

 

How it works

  1. Open any existing form or quiz you are currently using to gather data.
  2. To automatically create an Excel worksheet and save it to OneDrive, select Responses > Open results in Excel.

    Open responses in ExcelOpen responses in Excel

  3. To analyze and visualize the data in Excel for the web, use the available features to sort and filter information, insert charts, and more.

    Manipulate data in ExcelManipulate data in Excel

    New responses will automatically be synced and added to the data set when you open your worksheet in Excel for the web, allowing you to seamlessly continue your existing work.

    New response sync to ExcelNew response sync to Excel

NOTE: While you can view your Forms data in Excel on all platforms, new responses will only be automatically synced if you are using Excel for the web.

 

Scenarios to try

Business scenario

The Facilities department of a company uses an Excel worksheet to log every office request filed by employees, and then manually generates a monthly report.

 

To facilitate both request management and reporting as well as ensure data integrity, the Facilities department can use a form to gather requests, and then use Excel to review status throughout the month and create reports at the end of each month.

Education scenario

Middle school teachers utilize online quizzes for in-class tests. After class, they consolidate the results into a worksheet and use Excel data analysis tools to identify students in need of remediation and additional support.

 

Using Forms, a teacher can use the same quiz for multiple classes, combine the results into a single worksheet, and then use Excel to filter, sort, and analyze the data and gain insights.

 

Availability

This feature is rolling out and should be available to all Microsoft 365 subscribers by the end of February.

 

Feedback

If you have any feedback or suggestions, please feel free to contact us:  formsfeedback@microsoft.com

 


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‎Aug 25 2024 12:30 PM
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