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Creating a Survey Solution with Forms, Power Automate, SharePoint, and Power BI

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Creating Business Applications with Microsoft 365
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Abstract

An exciting feature of Microsoft 365 is Microsoft Forms, which makes it very easy to create forms and surveys. In this example, we will show create a survey for our help desk in Forms (similar to what we did with a built-in SharePoint survey in the last chapter). Since Forms tend to wait until requested to create an Excel spreadsheet of the responses, I like to use Power Automate to copy each survey response to a SharePoint list. We then use this SharePoint list as our Power BI data source.

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Notes

  1. 1.

    This has the added benefit of keeping a permanent record of the response. If someone inadvertently or intentionally deleted a survey response, the record of the response is still in SharePoint.

  2. 2.

    Be sure to use Multiple lines of text if more than 255 characters are possible, such as for a multiple response question.

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© 2022 The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature

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Rhodes, J.M. (2022). Creating a Survey Solution with Forms, Power Automate, SharePoint, and Power BI. In: Creating Business Applications with Microsoft 365. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4842-8823-8_5

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