SurveyMonkey's Microsoft Power BI integration lets you connect SurveyMonkey response data to Power BI Desktop. Power BI lets you create data models, visually display your data with charts and graphs, and create reports.
Only Power Users can send surveys and access the Power Bi integration through Survey Monkey. Surveys can only be sent to Power Bi one at a time. Once surveys are in Power Bi, the data can be shared with other BCM users.
TIP! You can share reports and collaborate using Power BI Service.
Are question numbers included in responses pulled into Microsoft's Power BI app?
- At this time, question numbers don鈥檛 display in XLS exports of Individual Responses or for responses pulled into Microsoft鈥檚 Power BI app.
How do I refresh my data set in Microsoft Power BI?
The SurveyMonkey Power BI integration is only supported for Power BI Desktop on a Windows PC. You can manually refresh data in Power BI Desktop by selecting Refresh on the Home ribbon. To schedule recurring refreshes, publish your data from Power BI Desktop to PowerBI.com.
Get Your Access Token for the SurveyMonkey Power BI Integration
To find your SurveyMonkey access token:
- Go to My Apps from the
- Search for Microsoft Power BI in the App Directory.
- Click Visit Site and then Authorize. Your access token appears on the screen.
- Copy the access token for step four in the Refreshing Your Dataset instructions below.
Refreshing Your Dataset
Before refreshing your data, use the steps above to get your access token. To refresh your dataset:
- Log into PowerBI.com after your data set is published from Power BI Desktop. Use the same credentials from Power BI Desktop.
- Go to Datasets under My workspace
- Click ... next to the dataset you want to refresh. Select Schedule refresh.
- Under Data source credentials, enter your SurveyMonkey access token in the Account key field. If your credentials are invalid, click Edit credentials.
Once your credentials are accepted, click Scheduled refresh. Select the frequency and time zone then click Apply.
TIP! Repeat these steps for each data set you want to refresh.