Power Automate Forms to Excel

In this Power Automate tutorial, we will see how to integrate Microsoft Form with Excel online using Microsoft Flow or Power Automate.

So here we will create a flow that saves data directly into the Excel sheet when Microsoft Form is submitted by using Microsoft Flow.

Power Automate Microsoft Forms to Excel Online

Here we will see how to automate Microsoft Forms to Excel Online using Microsoft Flow.

I have already created an Excel Sheet and Microsoft Form i.e. Employee Information.

So, when a user enters the data and submits the form, the data is directly saved into Excel Online.

Create Power Automate Microsoft forms to Excel online

Steps 1: Create Excel Sheet in Share Point Online

Create an Excel File for the Employe Information. And make sure that the excel file has a .xsls extension.

Then add the below columns in the excel sheet of Employee Information.

  • ID
  • Full Name
  • Department
  • Manager
  • Hire Date
  • Address
  • Phone number
  • Date of Birth
  • Social Insurance Number
Power Automate Microsoft Forms to Excel Online
Power Automate Microsoft Forms to Excel Online

Once your Excel sheet is ready you can save it in SharePoint, Onedrive, or Microsoft Teams. So here we are using SharePoint Online, to upload the excel sheet click on the Documents library in the navigation bar, then click on the upload icon to upload the File.

Or else you can create a fresh new Excel file, with a Forms front end from the SharePoint Library.

Power Automate Forms to Excel table
Power Automate Forms to Excel table

Step 2: Create Microsoft Form

Now we will create a Form by clicking on the Office 365 launcher then selecting Microsoft Forms.

Power Automate Microsoft Forms to Excel Online
Power Automate Microsoft Forms to Excel Online
  • It will open the Microsoft Forms then click on New Forms.
Power Automate Forms to Excel sheet
Power Automate Forms to Excel sheet

Then you can create a form with the below Question and Question type by clicking on Add New icon:

QuestionQuestion type
Full nameText
DepartmentChoice
Hire DateDate
ManagerText
AddressText
Phone NumberText
Date of BirthDate
Social Insurance NumberText
Power Automate Microsoft Forms to Excel Online
Power Automate Microsoft Forms to Excel
Power Automate Microsoft Forms to Excel

Once Your form is done, click on the Share icon and copy and open the link in another tab in your browser, which we will need later.

Now our Employee Information Form and Excel are ready, so, let’s create a Power automate Flow, that will directly store the data in excel when the form gets submitted.

Step 3: Create a Flow in Power Automate

To create a Flow, Log in to the Power automate, then click on Create -> Automated Cloud Flow.

microsoft flow forms to excel
microsoft flow forms to excel

Now Provide the Flow name, then select the trigger i.e. ” When a new response is submitted” to start the Flow. Then click on Create.

how to automate forms in excel
how to automate forms in excel

Step 4: When a new Response is submitted

In this step provide the Form Id from the dropdown list. If the Form id is not listed, then open the form in edit mode and copy the Form id from the URL ( i.e. copy after ” FormId=Pyfk8….”)

Power Automate Form to Sharepoint Excel
Power Automate Form to Sharepoint Excel

Step 5: Get Response Details

In this step, we will allow us to get and reference the incoming form response, so we can use it next step.

To get the response details, click on the next step and then select Get Response Details.

Power Automate Form to Sharepoint Excel
Power Automate Form to Sharepoint Excel

Now provide the Form id from the below list or paste the id you have copied and select the response id from the dynamic content.

Power Automate Forms responses to Excel
Power Automate Forms responses to Excel

Step 6: Add a response to the Excel table

In this step, we will allow us to take the reference to the forms response (created by the end-user) and send it over to Excel online.

To add a response in an Excel table, click on the Next step then select the ” Add a row into a table” action.

Power Automate Microsoft Forms to Excel Online
Power Automate Microsoft Forms to Excel Online

Now provide the location, document library, and File where you have stored the Excel spreadsheet.

Then choose the table name that you have created in the excel sheet. After adding the table name you can see the column header. Then click on each field and add the dynamic content accordingly.

Power Automate Forms responses to Excel
Power Automate Forms responses to Excel

Once Your Flow is ready, click on the Save to run the flow.

Step 7: Run the Flow

To run the flow manually, go to the tab in your browser where you have opened the form link, fill the form and click on the submit.

For example, I have submitted the employee details of Sonam, so we can check our flow ran successfully.

Power Automate Forms to Excel sheet
Power Automate Forms to Excel sheet

Now you can see your excel online sheet having updated data.

Power Automate Forms to Excel
Power Automate Forms to Excel

In this Power Automate tutorial, we learned about Power automate Microsoft form to excel online.

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