・
"Are you struggling with frequent input errors in Microsoft Excel or time-consuming update tasks?"
Managing daily information in Microsoft Excel can be cumbersome due to manual input and updates, leading to errors and omissions.
However, creating a system for automatic data updates often seems challenging and requires the help of engineers.
The solution to these issues is the no-code tool Yoom.
<span class="mark-yellow">With Yoom, you can easily automate updates in Microsoft Excel based on responses from Google Forms.</span>
This not only reduces the workload but also leads to accurate and efficient data management.
In this article, we will introduce specific methods to integrate Microsoft Excel with other services using Yoom.
If you want to start automating your tasks on your own, please continue reading.
Yoom offers templates for integrating Google Forms with Microsoft Excel!
If you want to try it right away, click the banner below to get started!
There are several ways to automatically update data in Microsoft Excel. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience automatic updates in Microsoft Excel.
Registration takes just 30 seconds, so feel free to give it a try!
Update and append form data to Microsoft Excel.
<span class="mark-yellow">Since the data is updated automatically, you can quickly check the latest data!</span>
After receiving an email, update the information in Microsoft Excel based on that email.
This is recommended for those who have frequent email exchanges and consolidate data in Microsoft Excel.
Recommended for those who are using several data management tools and want to centralize their data.
Now, let's actually create a flow to update Microsoft Excel information based on Google Form content!
This time, we'll proceed with the setup using Yoom without any coding. If you don't have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
<span class="mark-yellow">This time, we will create a flow bot to update Microsoft Excel information based on Google Form content!</span>
The creation process is broadly divided into the following steps:
First, register My Apps for Google Forms and Microsoft Excel.
Click "Add" on the right from My Apps.
Enter "Google Forms" in the search window from the app list and click.
Sign in to your Google account.
Select the account you want to link.
When the following screen appears, proceed to the next step.
When "Google Forms" appears in My Apps, registration is complete!
After clicking "Add," search for "Microsoft Excel" from the app list.
Next, sign in to your Microsoft account.
* There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)."
If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
First, enter your address.
Enter your password.
When "Microsoft Excel" appears in My Apps, registration is complete!
We will create the flow from here, so first, please copy the template.
Click "Try it" on the banner below.
Once the template is copied, the following screen will appear.
Click "OK" to proceed to the next step.
First, set up the app trigger.
Click "When a response is submitted to the form".
When the following screen appears, check your account information, make any necessary title corrections, and then proceed.
Next, set up the API connection.
The trigger interval setting determines how often the trigger will activate. You can set it to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Select your preferred interval from the dropdown menu.
However, the shortest interval you can set depends on the plan you are using, so be sure to check this!
Generally, the shortest activation interval for your plan is recommended.
Below that, enter the Google Form ID.
Once the settings are complete, submit a test response to the specified form and conduct a test.
(An error will occur if you test without submitting a form response.)
The following retrieved value will be used in the subsequent settings.
By using this, you can automatically reflect the Google Form responses in Microsoft Excel!
To do this, you need to set up the "JSON Path" to specify which data to use.
It may seem difficult, but just follow the on-screen instructions to set it up.
Once ready, click "Save" to proceed to the next step.
Next, click "Operate the database".
Next, set up the database integration.
Check the account information for integration.
For the action to execute, select "Update Record" as shown on the screen below.
You can select the file storage location from the dropdown menu.
Choose between OneDrive and SharePoint. Select the one you usually use. In this case, OneDrive was selected.
Select the Drive ID from the options. It will be saved in the specified OneDrive folder.
Next, the Item ID.
Select the target Microsoft Excel from the options.
Select the sheet name for the target sheet.
Enter the table range.
This is the range of the Microsoft Excel sheet. Once set, proceed to the next step.
Next, detailed settings for database operations.
Add the conditions for the record you want to update.
Select the conditions for the record you want to update from the dropdown menu.
In this case, we will update the contract date on the customer sheet.
To match the company name in the column of the Microsoft Excel sheet you want to update, select the company name for the left column.
Settings may vary depending on the use case, so please be aware of this.
For the right column, enter the company name from the retrieved values.
Next, the value of the record after the update.
The value of the record after the update refers to the value to be updated in Microsoft Excel.
Since we are updating the contract date on the customer sheet, enter the update date as the value of the record after the update.
Enter the retrieved value for the contract date.
Conduct a test.
After a successful test, check if the information in Microsoft Excel has been updated.
If the information has been updated, it's OK!
When the following screen appears, click "Turn on Trigger".
This completes all the settings!
By automatically adding, transcribing, and notifying data in Microsoft Excel, you can prevent omissions and input errors, significantly reducing the effort required for aggregation and reporting!
Using Microsoft Excel for data management is convenient, but manual work can lead to errors and be time-consuming, right?
As introduced, by utilizing Yoom, you can automatically update Microsoft Excel based on information from Google Forms, achieving both efficiency and accuracy in your tasks.
The appeal of Yoom is that anyone can start easily without the need for programming.
If you have even a slight interest in automating your tasks, start by registering for Yoom for free and experience how it feels!
.avif)
