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JerzyBoy
Regular Visitor

Need design/First step ideas on how to process group activities

Looking for guidance on how to design and build a supper simple process for end users that below to a specific group or organizatoin can enter in activities that are requied for such club. Ideally they would be to processed singlelarly, or processed at the same time. See the types of questions below.

 

The data that that is entered, whether it's entgerred in one flow form or sperate should be tallied somewhere per group member. (Excel, Access? what are the best options??) 

 

Example Questions to be asked in Form

  • Did you have any one on ones meetings since our last group meeting? Yes/No
    • If so Who did you meet with?  Name
  • How many Referrals did you make? #
  • What was the total Dollar Value of referrals? $$$$.$$
  • How many Referrals did you recieve? #
  • What was the total Dollar Value of referrals received? $$$$.$$

We would then need to figure out how to report on this accumlated data. Is there a best easy recommendation within flows, or do we analyze it using Excel some how? 

We would want to report on 

  • Total One on One Meetings
  • Total Referrals given
  • Total Given Referrals value
  • Total Referrals Received
  • Total Received Referrals Value 

 

Something like that. Any suggestions are apparciated. Thank you. 

 

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions

@JerzyBoy:

 

Step one is to create the Form

Step two is to create the SharePoint list

Step three is to create the Flow

Step four is to export from SharePoint into Excel

 

Scott

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Scott

View solution in original post

10 REPLIES 10
ScottShearer
Super User
Super User

@JerzyBoy:

 

To get you started, I would consider the following:

  1. Use Microsoft Forms to collect the data
  2. Use Flow to process the data once a Form is submitted
  3. Use a SharePoint list to store the data
  4. Use Excel to report on the data.  You can configure Excel to refresh the data from SharePoint every time the workbook is opened.  Pivot tables would be very useful here.  PowerBI would also work well for you.

 

Let me know if you need additional guidance.

 

Scott

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If you like my response, please give it a Thumbs Up.

Scott

Thanks @ScottShearer! Awesome quick. That does help. I was think along those lines but was wondering if there was something better. Not sure of all of it but will start building it and see how far I get. Do you recommend starting in flow, or define the form first? Start flow from scratch or use close template?

@JerzyBoy:

 

Step one is to create the Form

Step two is to create the SharePoint list

Step three is to create the Flow

Step four is to export from SharePoint into Excel

 

Scott

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Scott

View solution in original post

Thanks perfect. @ScottShearer

@JerzyBoy

Sounds like a BNI meeting with all those stats being collected.

Regards

 

Andrew

 

JerzyBoy
Regular Visitor

Similar indeed. Thanks

@ScottShearer Another question, Can this be set up so anyone with the link to the form, can fill it out, or do they need to be in the same O365 tenant? Or have a O365 suscription?

Hi @JerzyBoy,

 

It is best to be in the same O365 tenant, and then have been assigned MS Forms license.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@JerzyBoy

 

While I agree with @v-bacao-msft, you can configure a Form so that anyone can respond - no O365 subscription required.

 

Scott

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Scott

I'll try it both ways of course. Trying to schedule time to begin...

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