Power BI Tips: Create Interactive Feedback Form Buttons Easily

Key insights

• Feedback Form Button: The video explains how to create a reusable feedback button in Power BI that allows report viewers to submit their opinions using either a thumbs up/thumbs down or a star rating with comments.

• Dynamic Pre-filling: The process uses dynamic pre-filling, which automatically fills in details like the report name and ID. This helps streamline data collection and reporting.

• Microsoft Forms Integration: Feedback collected from users is sent directly to Excel through Microsoft Forms, making it easy to organize and analyze responses.

• Create Your Form: Key steps include designing your form, adding questions, getting the form hyperlink, and linking it with your Power BI report button for seamless user experience.

• Reusability Across Reports: The setup allows you to use the same feedback form with different reports by updating the relevant information, saving time and effort on future projects.

• Accessing Feedback Data: All submitted feedback can be accessed in Excel, allowing for easy review and follow-up on viewer responses within your organization.

Introduction to Collecting Feedback in Power BI

In a recent YouTube video, Christine Payton demonstrates how to create a reusable feedback form button within Power BI. The tutorial focuses on gathering valuable input from report viewers directly through interactive elements. By integrating a feedback mechanism, users can provide quick responses—such as a thumbs up or thumbs down rating—or share more detailed comments using a star rating system.

Christine’s approach leverages Microsoft Forms, enabling viewers’ feedback to be pre-filled with essential metadata like the report name and ID. This process, known as dynamic pre-filling, streamlines data collection and analysis. The end result is a seamless workflow where feedback data is automatically sent to Excel, making it accessible for further review and reporting.

Designing the Feedback Button

The first step in Christine's guide is designing the actual feedback button within Power BI. She stresses the importance of making this button both visible and intuitive, ensuring that users are encouraged to interact with it. The button serves as the gateway for viewers to access the feedback form, so clarity and placement are crucial factors in its effectiveness.

Christine highlights tradeoffs between simplicity and functionality. While a straightforward thumbs up/thumbs down option is easy for users to understand and complete, incorporating a star rating and open comment fields can provide richer insights. However, this added complexity may reduce participation rates, as users might be less inclined to provide detailed feedback if the process feels time-consuming.

Building and Connecting Microsoft Forms

Next, the video walks through the creation of a custom feedback form using Microsoft Forms. Christine demonstrates how to add various question types, such as rating scales and open-text fields, to capture both quantitative and qualitative feedback. She explains how to obtain the direct hyperlink to the form, which is essential for embedding it into the Power BI button.

A significant challenge discussed is the need for dynamic pre-filling, where information about the specific report is automatically included in each feedback submission. This ensures that responses are properly attributed, reducing manual effort during analysis. However, Christine notes that some users may wish to hide pre-filled fields for privacy or clarity, and she references ongoing community feedback on this feature.

Integrating Feedback Collection with Excel

Once the feedback form is set up, Christine details how responses can be synchronized with Excel. This integration allows for real-time analysis and reporting, as all incoming data is stored in a familiar and flexible format. She addresses common issues that users may encounter, such as sync errors between Microsoft Forms and Excel, and provides practical solutions to resolve them.

The ability to access feedback data quickly enables report owners to iterate and improve their Power BI dashboards based on user input. Nevertheless, balancing data accessibility with security and privacy considerations remains a key concern, especially when handling sensitive responses.

Reusability and Best Practices

Christine concludes by emphasizing the benefits of creating a reusable feedback solution. By standardizing the feedback process across multiple reports, organizations can maintain consistency in data collection and streamline future deployments. She also discusses how to adapt the same form for use in different reports by updating hyperlinks and pre-filled metadata as needed.

Ultimately, Christine encourages viewers to experiment with different feedback mechanisms and to remain responsive to user preferences. The tradeoff between collecting detailed insights and maintaining a simple user experience is ongoing, but thoughtful design and integration can help achieve a balance that serves both data owners and report viewers effectively.

Keywords

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