Microsoft Excel Task

About the Microsoft Excel Task

Automate your workflows by bringing the data you collect into the software you and your collaborators use most. The Microsoft Excel task allows you to automatically add new survey responses as new rows to a Microsoft Excel Workbook.

Data Edits

For this extension, survey retakes are always treated as a unique new response and added as a new row of data, rather than rewriting old data.

Any edits made to previously collected data in Qualtrics will not be reflected in Microsoft Excel.

Creating a Microsoft Excel Workbook

If you plan on using an existing Excel Workbook in your task, make sure you’ve already created an Excel Workbook where you plan to import the data, and make sure you know the workbook’s name. If the workbook you’re planning to use was created by someone else, make sure they’ve given you editing access.

The Excel Workbook doesn’t need to have data in it yet, but if you plan to add to an existing worksheet (tab), it must have column headers set up before you set up your automation in Qualtrics. See the example below.

Make sure you don’t have duplicate column names in your sheet. Do not use quotes ( “ ) in column names.

Do not edit a workbook after connecting to the Qualtrics extensions, or it may not work correctly.

Connecting a Microsoft Account

Before you can use the Microsoft Excel task, you must connect a Microsoft account for Qualtrics to import data to. Accounts may be added by Brand Administrators for other users in the brand to use, or by individual users for their personal use.

ADDING AN ACCOUNT AS A BRAND ADMINISTRATOR

If you are a Brand Administrator, follow the steps in this section to add a Microsoft account for some or all users in your license to use.

1. Using the navigation menu in the top left, go to Admin.
   
2. Go to Extensions.
   
3. Click the Microsoft Excel extension.
4. Click Add Account.
   
5. Give the account a name. This name is used for organizational purposes and to identify the account.
   
6. Click Connect Account.
7. Proceed to log into your Microsoft account.
   

For more on managing which users have access to this account, see Determining Who Can Use an Extension Account.

ADDING AN ACCOUNT AS AN INDIVIDUAL USER

Follow the steps in this section to add a Microsoft account for your personal use. Only you will be able to use the account that you connect to.

1. Follow the steps in the Creating a Microsoft Excel Task section until you get to the step where you select an account to use.
2. Click Add a user account.
   
3. Give your account a name. This name is used for organizational purposes and to identify the account.
   
4. Click Connect account.
5. Proceed to log into your Microsoft account.

Creating a Microsoft Excel Task

When you create a Microsoft Excel Task, each time the task runs a new row will be created within your selected Excel Workbook.

1. Navigate to the Workflows tab of a project, or the stand-alone Workflows page.
   
   Qtip: To link this to a particular survey’s responses, we recommend starting in the Workflows tab of a survey.
2. Click Create a workflow.
3. Create either a scheduled or event-based workflow. See Scheduled vs. Event-Based Workflows for more information.
   Qtip: To automatically add this survey’s data to your Excel Workbook, this should be an event-based workflow.
4. Determine the schedule for your workflow (if scheduled) or choose the event that begins the workflow (if event-based).
   
   Qtip: To automatically add this survey’s data to your Excel Workbook, this should be a survey response event with at least Newly created responses selected.
5. If desired, click the plus sign ( + ) then Conditions to add conditions to your workflow, which determines when the workflow runs.
   Qtip: For more information on building conditions in workflows, see Creating Conditions.
6. Click the plus sign ( + ) and then Task.
7. Select Microsoft Excel.
   
8. Choose the Microsoft account to add data to. Any accounts added by Brand Administrators, as well as accounts you’ve added yourself, will be listed here.
   
9. If you want to add new account credentials, click Add a user account and follow the steps in the connecting a Microsoft account section.
10. Click Next.
11. Select a Microsoft Excel Workbook. You can search by name if the workbook doesn’t show up at the top of the list.
    
    Attention: New workbooks cannot be created, you must select an existing workbook.
    Qtip: It’s possible that a workbook may not show up in a search. One possible method to fix this is to ‘reindex your one drive’. Instructions on how to reindex can be found here. If this issue persists, please contact Microsoft support.
12. Select the worksheet (tab) of the file you’d like to add data to. You can choose one of the following:
    • Create a new worksheet. If you select this option, you will need to name the new worksheet.
    • Add the file to an existing worksheet. Make sure the worksheet already has headers inside it, and ensure there are no empty cells in the header row of the worksheet.
      Qtip: Don’t see the changes made in an Excel file reflected to Qualtrics yet? No problem. In Qualtrics, click Back in the lower-left of the window, then re-select the account you want to connect to. This will reload the data pulled from Excel, so any new files or columns will appear.
13. Select an existing table within the worksheet to add data to, or create a new table.
    
14. If you are creating a new table, enter a name for your table.
    Attention: The table name cannot be empty or contain special characters.
15. If you are creating a new table, enter a starting position for the table.
    Qtip: The standard start position is A1.
16. Click Add a field to map your survey data to your worksheet headers.
17. If you’ve selected an existing table, select a header from the dropdown menu. To add a new header, select New Header.
18. If you are adding a new header, enter a name for your header.
19. Under Data, enter the value for the field. We recommend using the piped text button ( {a} ) to dynamically link the respondents’ answers to the columns. See Tips for Mapping Piped Text to Columns.
20. When you’ve finished adding all your fields, click Save.

Tips for Mapping Piped Text to Columns

For more information on piped text, see the linked support page.

• Piped text can be used to pull data from the following:
  • Survey questions
  • Embedded data fields
  • GeoIP location
  • Date and time
  • Panel fields
  • Quotas
  • Response ID (See “Response ID” column on the Understanding Your Dataset page)
  • Response link (Link to the response report. Does not require any kind of login or security setting to view)
  • Status (See “Status” column on the Understanding Your Dataset page)
• When you’re adding the piped text for a question, the “Selected Choices” option will dynamically paste the answer the respondent selected into the field.
• When you’re adding the piped text for a question, the “Selected Choices – Recode” option will dynamically paste the numeric value of the answer the respondent selected. Make sure your recode values are set before you collect data, though – because you’re ingesting data into Excel as it’s submitted to Qualtrics, any changes you make to recode values later will not be reflected in Excel workbooks.
• “Panel fields” refers to contact list information. This will only be relevant if you distributed your survey with a method that required a contact list. (Email, SMS, authenticator, personal links, etc.)
• You can type values in the fields instead of using piped text, but we don’t always recommend doing this, since that means every respondent will have the same value for that field. It could be useful if you are using conditions in your workflows to dynamically assign different values to different groups of respondents, but even then, it is often better to use logic and embedded data to assign values, and pipe that embedded data’s value into the Excel Workbook; that way data is saved in the survey response and the Excel Workbook, not just the Excel Workbook.