• Unlock the power of Microsoft Forms in Excel

  • 2025/03/03
  • 再生時間： 10 分
  • ポッドキャスト

Unlock the power of Microsoft Forms in Excel

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  • 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 podcast0:10 – Overview of Microsoft Forms0:30 – Microsoft 365 subscription and CoPilot overview1:35 – Update on Excel forms in the Insert ribbon2:00 – Importing from Word or PDF documents2:21 – Sharing forms and mobile compatibility2:55 – Types of questions in forms (introduction)3:10 – Straightforward choice: single and multiple selections3:45 – Required questions and image inclusion4:05 – Shuffle answers feature and branching based on responses5:16 – Free-form text answer option5:20 – Rating questions with symbols5:45 – Date picker functionality5:55 – Ranking type questions with drag-and-drop6:25 – Introduction of Likert questions6:55 – Using sections with Likert questions7:20 – File upload feature in forms7:35 – Net promoter score questions8:11 – Sharing forms: URL, QR code, and embedding8:30 – Limiting form access: public vs. organizational8:40 – Built-in reporting mechanism for responses9:15 – 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 LoudWith InterestExcel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
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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 podcast0:10 – Overview of Microsoft Forms0:30 – Microsoft 365 subscription and CoPilot overview1:35 – Update on Excel forms in the Insert ribbon2:00 – Importing from Word or PDF documents2:21 – Sharing forms and mobile compatibility2:55 – Types of questions in forms (introduction)3:10 – Straightforward choice: single and multiple selections3:45 – Required questions and image inclusion4:05 – Shuffle answers feature and branching based on responses5:16 – Free-form text answer option5:20 – Rating questions with symbols5:45 – Date picker functionality5:55 – Ranking type questions with drag-and-drop6:25 – Introduction of Likert questions6:55 – Using sections with Likert questions7:20 – File upload feature in forms7:35 – Net promoter score questions8:11 – Sharing forms: URL, QR code, and embedding8:30 – Limiting form access: public vs. organizational8:40 – Built-in reporting mechanism for responses9:15 – 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 LoudWith InterestExcel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
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