Unlock the power of Microsoft Forms in Excel

Excel Tips

What if you could seamlessly collect and analyse data right inside Excel?

In this episode, learn more about Microsoft Forms, a powerful tool in Microsoft 365 (which, by the time you read this may be renamed Microsoft 365 CoPilot).

Discover how Forms integrates directly into Excel, making it easier than ever to gather feedback, conduct quizzes, and streamline processes like expense approvals and recruitment.

For fast reference, use the episode timestamps:

• 0:00 – Introduction to Excel Tips podcast
• 0:10 – Overview of Microsoft Forms
• 0:30 – Microsoft 365 subscription and CoPilot overview
• 1:35 – Update on Excel forms in the Insert ribbon
• 2:00 – Importing from Word or PDF documents
• 2:21 – Sharing forms and mobile compatibility
• 2:55 – Types of questions in forms (introduction)
• 3:10 – Straightforward choice: single and multiple selections
• 3:45 – Required questions and image inclusion
• 4:05 – Shuffle answers feature and branching based on responses
• 5:16 – Free-form text answer option
• 5:20 – Rating questions with symbols
• 5:45 – Date picker functionality
• 5:55 – Ranking type questions with drag-and-drop
• 6:25 – Introduction of Likert questions
• 6:55 – Using sections with Likert questions
• 7:20 – File upload feature in forms
• 7:35 – Net promoter score questions
• 8:11 – Sharing forms: URL, QR code, and embedding
• 8:30 – Limiting form access: public vs. organizational
• 8:40 – Built-in reporting mechanism for responses
• 9:15 – Closing remarks on Microsoft Forms capabilities

xplore how to import questions from Word or PDFs, share Forms via email, QR codes, or websites, and ensure a smooth mobile experience.

You'll also learn about the diverse question types - choice, ratings, date pickers, file uploads, and even Net Promoter Score - and how Forms' reporting and branching features can enhance your workflows.

If you're in accounting, business or finance, and want to optimise data collection and reporting, this episode is a must-listen.

Level up your skills by tuning in now.

Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.

Additional show notes, links, etc.

CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:

• INTHEBLACK
• INTHEBLACK Out Loud
• With Interest
• Excel Tips

Search for them in your podcast platform.

You can email the podcast team at [email protected]