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. Go to Manage Portal> Apps & Services.

  2. Scroll down and choose the PowerBI app and click CONNECT.

  3. Log in to your Microsoft Power BI account and navigate to the Get Data section.
  4. Search for and select Zoho Survey from the available data sources.
  5. 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.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        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

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

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

                                                               
                                                                

                                                              Videos

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

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                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 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 ...
                                                                                                                        • Pipedream - Zoho Survey Integration

                                                                                                                          Pipedream is a powerful automation tool that can integrate thousands of apps and workflows in a single console. Using PipeDream, you can integrate Zoho Survey with any other app which isn't directly available for integration with Zoho. Integrate Zoho ...
                                                                                                                        • Create a Survey

                                                                                                                          Zoho Survey provides a user-friendly interface for creating customized surveys to help you start gathering customer feedback right away. There are four ways to create surveys: Create survey from scratch Using templates Copy from existing survey ...
                                                                                                                        • 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.
                                                                                                                          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