Syncing Qualtrics survey results to Excel and PowerBI using Power Automate
If you are looking for Qualtrics data to Excel online this article is also for you.
Currently there is no Qualtrics data source available on PowerBI and 300+ people have upvoted this request on PowerBI ideas page which is currently on Under Review status.
At the same time, there is no Qualtrics workflow task to create a row on Excel online. (it does have a task to create a row on a Google Sheet)
https://ideas.powerbi.com/ideas/idea/?ideaid=6cf07afd-d658-4eac-8b17-ec8954a34774
In the meantime, you can use Power Automate and Excel in order to get your Qualtrics survey data to Power BI without using Qualtrics API/coding. For that you will need to go through below steps:
1- Create Qualtrics sample survey and setup workflow
2- Create Excel file with a Table
3- Create Power Automate flow HTTP triggered with an Excel action
4- Connect your PowerBI to Excel
1-Create Qualtrics sample survey and setup workflow
Create a new workflow “Start by an event” and choose “Survey Response”
Add a new task
Select WebService > Non-Authenticated
Change Request to POST and the URL you will be able to get later on step 3
Add a name to your Key and insert piped text for Value from your survey response and Save your task
2- Create Excel file with a Table
Create an new excel file and upload to your One Drive, add column names for the data that you want to get from Qualtrics, then Format as Table.
Select “My table has headers”
3- Create Power Automate flow HTTP triggered with an Excel action
Create a new Automated cloud flow at flow.microsoft.com
Give it a name and select Skip
Search for HTTP and choose “When a HTTP request is received” trigger
Click “Use sample payload to generate schema” and paste below json(customize it based on the Qualtrics WebService task json request you configured earlier) and click Done and Click Save (on top right).
Once you click Save, you will be able to see the HTTP POST URL, so now you can copy it and paste on step 1 on the Qualtrics WebService task.
{
“name”: “peter”,
“age” : “0-20“
}
Insert a new step to your flow and choose “Excel Online > Add row into table” Action
Select the excel file that you have created previously and map your variable appropriately.
Answer your survey a couple times and you should see your response on the excel file.
4- Connect your PowerBI to Excel
Now you can use PowerBI to connect to your recently created excel file. There is extensive documentation on that already, here is an example: https://docs.microsoft.com/en-us/power-bi/connect-data/service-excel-workbook-files#import-or-connect-to-an-excel-workbook-from-power-bi
