Category Archives: Microsoft Forms

Microsoft Teams, Forms and Flow on the go!

This is the final post in this mini series where we looked at the simplicity and easy of integrating within the Office 365 stack.


Everything up to now is great! Exciting even. I can create richer user experiences without relying solely on the on Excel experience, collect and analyze responses and keep my team up to date.

What about the mobile experience? How does this all work out there?

I am running on an iPhone 7 Plus with iOS 11.2.2. I also tested this on my Amazon Fire HD 10, side-loaded with the Microsoft Apps, and I had the same experience there.

Start in the Microsoft Teams app

Fire up that Teams app and let’s take a look at the notifications we made with Flow real quick.

Flow posts in Teams on the iPhone mobile

Not too shabby! Formatting carried over pretty well!

Let’s check out the tabs

Team tabs on mobile iphone

This is when I start to get excited, just to be crushed…

Microsoft Forms in a Teams Tab on Mobile

Sadly when I press my form’s tab, I go to my browser and am presented with:

Forms tab in Teams

Yup, that’s just the Forms website. I pressed Get started, it let me login, then it just sent me to the editor view of Forms.

I went back to Teams and pressed the forms tab again, hoping now that I was logged in I could fill out the form. Sadly:

Pressing forms tab in Teams fail

#FAIL

I’m in edit mode again, not even in my form. So weird!

Microsoft Excel in Teams Tab on Mobile

Pressing my Excel tab in Teams on the iPhone was a wee bit better than Forms. It did send me out of the Teams app and into the Excel app, but it did put me in the right Excel file ;)

Excel tab in Teams opens the app

I can view the content as I would expect. Unfortunately not in Teams though.

Microsoft Teams mobile experience is much to be desired

The core conversation piece works well, I use it a lot across my teams on my phone. The tabs I generally avoid unless I’m ok with what I’ll get. Microsoft has some ground to make up here for sure!

Done!

This post wraps up my mini series, I hope you enjoyed it. My goal was to highlight how easy it is to integrate within the Office 365 stack, even easy for most business users! No development needed for a rich user experience on a simple day to day task like collecting data in Excel.

Please let me know what you think below in the comments! ‘Til next time, thank you!

Advertisements

Collect Survey Results Seamlessly in Microsoft Teams with Forms

This post is the the second post in this mini series as we look at how easy the Office 365 stack integrates. In this series, we will:


In my previous post, we quickly created a Form to collect data in our Excel file. If you have this type of form, or really any form, you may want to embed the form in your team so: team members can see the results quickly and easily; to solicit submission; or collaborate on editing the Form!

Microsoft Teams – Your collaboration hub

I’ve fallen completely in love with Microsoft Teams. It is what I’ve wanted out of the SharePoint space for yeeeears. Teams is far from complete, but is off to a solid start competing against Slack, and in my opinion, blowing it away. But I digress…

To add Forms to your team channel, we simply add a new tab! Really that simple.

Add Microsoft Forms to Teams

Press the + icon up in your tabs.

Microsoft Teams add a new tabThen select Forms

Microsoft teams add forms tab

Don’t get too distracted, focus, you can play with all of the other offerings later in here!

After you select Forms, you’ll be asked to create or add existing. In my case I am going to add existing, but if you wanted to, you could create a new one.

Adding Microsoft Forms to Teams

When I select the form I want to display, I can select what view of the form I want to show, this option is in the drop down, right below the forms list (in the above picture, it’s the drop down with the value Collect responses). The options are:

  • Collect responses – this will add the form in the submission view, allowing your users to submit entries.
  • Show results – this will show the results page of the form, including it’s charts and responses.*
  • Collaborate – this will show the form in edit mode, and anyone in the team will be able to edit the form’s layout. Very helpful when aiming to get feedback on your survey.

*If you select Show results, note the little checkbox “A web address will be created. Anyone with it can view a summary of responses.” This is basically saying that when selecting Show results, it is getting an anonymous link to the page, so anyone who finds the link could see your results. <shudder/>. A good alternative approach is to try my previous post in this series, save your results to Excel, and then show that in a tab instead.

I’m going to select Collect responses. I also unchecked Post to the channel about this tab, as I don’t want to share this example.

Once it’s added, your form is now in your channel!

Microsoft Forms in Teams

Next I will rename the tab so it’s more meaningful to my users. Click the menu in the tab and select Rename. I renamed mine to Booth Signup.

I also added my previously mentioned Excel file to my channel as a tab, so I can see my results:

Microsoft Excel Forms Results in TeamsDone!

In this short post we added our form to Teams to collect responses. In my next post we’ll notify the team of submissions using Microsoft Flow!

Use Microsoft Forms to collect data right into your Excel file

This post is the first of a few where we look at how easy the Office 365 stack integrates. In this series, we will:


I came across this neat little feature and instantly feel in love. We know about Microsoft Forms, the Office 365 quiz and polls tool. We know this can be easily exported to Excel. However, if you have an existing Excel file, you can use Forms to import directly into your existing Excel file!

Yes. Import. Directly. Into. Your. Existing. Excel. File.

I find this as a big deal. There have been numerous use cases for this over my last 20 years of consulting. People just want to collect data, in a clean manner, and then analyze it in Excel. This also comes in handy when you want to use the form for more than just a survey tool. I’ve set up a Form as a request tool for the intranet. Users submit intranet requests it in Forms, it writes to my Excel file, then I can triage the request, manage that data in my Excel file, without having to download it, or writing a Flow to write the data to the Excel file.

Start with Excel in SharePoint Online

Create your Excel file, if you don’t have one already. Any Excel file will do, make sure it’s the xslx file extension (if you created it in O365 or Office 2016, you should be fine). Now throw that file up in SharePoint or Teams.

Here I have a basic Excel file, with the goal of managing a booth at a trade show. I need 3 people at the booth, and I want to collect who wants to man it when.

Brand New Excel file

Will this work with OneDrive?
Great question! Thanks for asking. I don’t know. Use SharePoint. I have normally used a shared Excel file in Teams/SharePoint, but for my first round through this post I decided to use OneDrive. I got through creating the form, but no results would save in the Excel file. Really weird. I’m guessing there’s a connection missing somewhere. If you try it in OneDrive, let me know how it goes!!

Open Excel file in Office Online and create the Form

Go open up your file in a browser. A fast way to do this is to click File menu, then click the path and click Copy path to clipboard.

Get the Excel File Path to open in SharePoint

Close the Excel file and paste that in a browser. Any modern browser will work, I’m using Chrome.

Office does support co-authoring, closing the file shouldn’t be necessary. However, I’ve noticed it gets a little wonky through the rest of these steps. Just close it, you’ll edit it in the browser shortly.

Edit your file, click Edit Workbook, then Edit in Browser.

Edit Excel in the Browser

Create your Form

Up in the HOME ribbon, in the Tables section, click Forms then New Form. This only appears in Excel Online, maybe it’ll be in Office 2019?

Did you know that was there? I found it one day and clicked it. Awesomeness

And now you’re in FORMS!! It’s awfully nice of Microsoft to assume the same name of the form to the Excel file. Yes you can change that.

Initial empty Form

Click Add Question and start creating your form! Add your first question and navigate back to the Excel file in the browser and see what’s happening.

This might take a few moments to catch up, sometimes it’s immediate, sometimes I had to refresh the browser to effectively see the columns.

First off, a new worksheet has been added, called Form1.

Each question gets added automatically, and you’ll see a bunch of additional columns get added like Start Time, Completion Time, Email, and Name. These auto-generate, which is awesome.

Finish throwing your questions in, here’s my impressive form:

My Microsoft Form for a Conference Booth Signup

Yes, XXLT is a size, and my perfect size. No one ever offers it. 

You can test it real quick, press the Preview button at the top and fill it out and watch Excel load!

Excel with data from Forms

Once this data is in Excel, you can then treat it like any other data table. Use vlookups, functions, etc. to continue your analysis.

In my example, I used a vlookup to populate the Mobile Number of each person. Now we have a single page view of who’s working the booth, when and how to reach them.

Excel file using vlookups to get Forms dataMore Forms data in Excel

 

Couple of things…

If you want to change the form, you’re best bet is to access it via the Forms button. You’ll probably get assaulted with something like this to remind you:

Edit Forms from Excel

If you go to Forms, depending on where you stored the Excel file, you may see it either under My forms or Recent group forms. Since I accessed this via a Team (a Group) it’s a group form

Microsoft Forms in the Group

 

I’ve noticed that the data is pushed into Excel, if you delete rows in Excel, it still exist in Forms, BUT not sure how to get it out after the fact. I deleted a bunch of rows from Excel, and they still exist in the Forms app. I think that’s great, but there doesn’t appear a way to refresh, download, or otherwise get that data from Forms. If this is a need, we can use a Flow to write the data to another datasource.

 

When Forms writes to Excel, the Last Modified By is SharePoint App. It’s nice something uses a service account in Office 365 (which Flow doesn’t support yet).

Done!

This was relatively painless right? Stay tuned to my next post on how to add this form to Teams!