Zoho Survey- Microsoft PowerBI integration

Zoho Survey - Microsoft PowerBI integration

What is Microsoft Power BI?

Microsoft Power BI is a powerful business tool that provides interactive visualisations and real-time dashboards for users to analyse and gain insightful reports from their survey data. 

Why should I integrate Microsoft Power BI with Zoho Survey?

By integrating Zoho Survey with Microsoft Power BI, you can easily view survey responses directly in Power BI and gain valuable insights into their respondents' feedback. 

Accessibility:

Microsoft Power BI integration feature is accessible to all paid pro plan users.

Note: 
If you'd like to integrate Microsoft Power BI, kindly reach out to our support team at support@zohosurvey.com via email. We will send you the installable file upon request.

Use cases:

1. Analyze survey data:
With Zoho Survey integration, survey data is imported directly into Microsoft Power BI, allowing you to create custom visualizations and analyze the data to identify trends, patterns, and insights.
 
2. Gain insights into customer behavior:
By conducting surveys using Zoho Survey and analyzing the data in Power BI, organizations can gain valuable insights into customer behavior, preferences, and satisfaction levels. These insights can help organizations improve their products and services to meet the needs of their customers.
 
3. Improve employee engagement:
Surveys can also be conducted amongst employees to gather feedback on job satisfaction, workplace culture, and management effectiveness. With Zoho Survey integration, survey responses can be analyzed in Power BI to identify areas for improvement and track progress over time.
 
4. Monitor event feedback:
Organizations can use Zoho Survey to gather feedback from attendees at events, then use Power BI to analyze the responses and gain insights into event satisfaction levels, popular sessions, and speakers.

To integrate Zoho Survey With Microsoft Power BI :

  1. Reach out to us via support@zohosurvey.com to enable the connection from the backend.
  2. Log in to your Microsoft Power BI account and navigate to the Get Data section.
  3. Search for and select Zoho Survey from the available data sources.
  4. Enter your Zoho Survey account credentials to authorize the connection. Your Zoho Survey account and Microsoft BI account will be successfully integrated.
To View Survey Responses in Microsoft Power BI:
  1. Sign in to your Microsoft Power BI account.
  2. Click the Get Data Button in the left pane and select Zoho Survey from the list of available integrations.
  3. A list of your Zoho Survey surveys will appear. Select the survey you want to view responses for and click the Connect button.

Zoho Survey - Power BI streaming dataset integration:

  1. Sign in to your Microsoft Power BI account.

  1. On the home page of your Power BI account, click on New under My Workspace.

  1. Select Streaming semantic model.


  1. In the New streaming dataset screen, select API and click Next.

  1. Now, enter the Dataset name and other Values from stream.

    Note: Stream values should be named without spaces.

  1. Click on the Text dropdown and select the required type of input.

  1. Enable Historic data analysis.

  1. Click Create.


  1. Copy the Push URL and click Done.

To create Zoho Survey - Power BI streaming dataset 

  1. Go to Hub.

  1. Under Integrations, click Create/Manage in Power BI Streaming Dataset section.

  1. Enter the name and paste the copied Push URL under POST URL.

  1. Enter values matching as provided in your streaming dataset configuration under Power BI and select the required question from the questions dropdown.

    1. To add a new value, click .

    1. To remove an existing value, click .

  1. Click Save.

 

To sync status under Zoho Survey - Power BI streaming dataset:

  1. Open the required Power BI streaming data set and click on Sync Status.

  1. Under Sync Status:

    1. Click on Successful to view the successfully synced responses.

      1. Click on  to edit a response.

      1. Click on  to view a response.

    1. Click on Untried to view the responses that are not synced.

      1. Click on Sync to sync a particular response.

      1. Click on Sync All to sync all responses.

    1. Click on Failed to view the responses that failed to sync.

      1. Click on Sync to sync a particular response.

      1. Click on Sync All to sync all responses. 

To edit a Zoho Survey - Power BI streaming dataset:

  1. Go to Hub.


  1. Under Integrations, click Manage in Power BI section.

  1. Hover on the required integration and click . 

To delete a Zoho Survey - Power BI streaming dataset:

  1. Go to Hub.


  1. Under Integrations, click Manage in Power BI section.

  1. Hover on the required integration and click .

To deactivate Microsoft Power BI integration :

  1. You can deactivate Microsoft Integration at any time. Deactivation of the integration does not interfere with the Zoho survey account settings. You can continue to build surveys from your Zoho Survey account. 
  2. Go to the Manage portal. Hover and navigate to the Microsoft Power BI app under the Apps and Services tab.
  3. Click the disconnect button, to remove the integration.
  4. A popup will appear asking what you would like to do with the existing data. Choose the appropriate option and click yes, Disconnect integration.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Salesforce Integration

                                                                                                        The Zoho Survey-Salesforce integration empowers businesses to effortlessly sync survey responses, leads, and customer feedback directly into Salesforce. By bridging these platforms, users can leverage comprehensive customer insights gathered from ...
                                                                                                      • Introduction to Zoho Survey

                                                                                                        Zoho Survey was launched to cater to the growing needs of the survey market. Whether you're a business person, a professor, an artist, or a college student, Zoho Survey helps you communicate with a diverse audience. You can now create surveys by ...
                                                                                                      • Create a Survey

                                                                                                        Welcome to Zoho Survey! Survey is an easy-to-use tool that helps you create surveys and questionnaires to collect various types of data on topics like customer satisfaction, healthcare, human resources, and education. You can create your survey using ...
                                                                                                      • Does the Zoho Survey - Zoho CRM integration cost additional money?

                                                                                                        You can subscribe to Zoho Survey's Pro or Enterprise plan to use the integration. Zoho Survey is also part of the CRM Plus bundle. If you subscribe to CRM Plus, you just need to add the survey app under the CRM plus admin panel.
                                                                                                      • Which integration works best with Zoho Survey, the one with Zoho Campaigns or Zoho CRM?

                                                                                                        Zoho Survey's integration with Zoho Campaigns and Zoho CRM serves two different purposes. While the CRM integration lets you combine your survey responses with CRM data, you can use Zoho Campaigns to manage mailing lists, and send emails in your ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources