How to sync microsoft forms with excel

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a comprehensive tutorial: syncing microsoft forms with excel using power automate and power query

this tutorial will guide you through the process of automatically syncing data collected from microsoft forms to an excel spreadsheet. we'll cover two primary methods:

1. *using power automate (microsoft flow) for real-time data transfer:* this method is ideal for near real-time updates to your excel spreadsheet whenever a new form submission is received.
2. *using power query in excel for scheduled data refresh:* this method allows you to schedule regular data refreshes from your forms data, offering more control over the refresh timing.

we will also discuss important considerations, limitations, and troubleshooting tips.

*part 1: understanding the tools*

before diving into the code and steps, let's understand the tools we'll be using:

*microsoft forms:* a simple online survey and quiz creation tool. you design your form with various question types (text, multiple choice, rating, etc.).
*microsoft excel:* a powerful spreadsheet program where you'll store and analyze the data collected from your forms. you'll need a version of excel that supports power query (excel 2010 and later generally do).
*power automate (microsoft flow):* a cloud-based automation platform that allows you to connect different apps and services. we'll use it to trigger actions (like updating excel) whenever a new form response is submitted. a microsoft 365 account is required to use power automate.
*onedrive/sharepoint:* both methods require the excel file to be stored in either onedrive for business or a sharepoint document library. this allows power automate and power query to access the file.
*power query (get & transform data):* a data connection technology built into excel. it lets you connect to various data sources (including microsoft forms), transform the data, and load it into your spreadsheet.

**part 2: method 1: real-time data transfer ...

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