Microsoft Power BI Integration

Video Overview
Connecting SurveyMonkey and Power BI
Common Questions

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.

To access all the latest features and reduce the risk of issues with existing reports generated in Power BI Desktop, download the latest version.

Get the integration! The Microsoft Power BI integration is available as an Enterprise add-on. Contact sales » The integration setup is only available in English.

Video Overview

Connecting SurveyMonkey and Power BI

To push SurveyMonkey response data to Power BI Desktop:

Log in to your SurveyMonkey account.
Go to the SurveyMonkey App Directory and download the Microsoft Power BI integration.
Click Authorize to let Power BI import SurveyMonkey data.
Click Authorize again.
Copy the Access Token.
Open Power BI Desktop.
From the Home tab, click Get Data and select More.
Search for SurveyMonkey and click Connect.
Paste the Access Token from step 4 and click OK.
Click Connect.
Select the surveys you want to push survey data to Power BI and click Load.

Check out the Power BI Documentation for more info on how to use Power BI.

TIP! You can share reports and collaborate using Power BI Service.

Common Questions

IMPORTANT: At this time, only Power Users on an Enterprise plan can access the Microsoft Power BI integration.

Are question numbers included in responses pulled into Microsoft's 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:
1. Go to My Apps from the SurveyMonkey App Directory.
2. Search for Microsoft Power BI in the App Directory.
3. Click Visit Site and then Authorize. Your access token appears on the screen.
4. 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:
1. Log into PowerBI.com after your data set is published from Power BI Desktop. Use the same credentials from Power BI Desktop.
2. Go to Datasets under My workspace
3. Click ... next to the dataset you want to refresh. Select Schedule refresh.
4. 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.

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SurveyMonkey

Microsoft Power BI Integration

Video Overview

Connecting SurveyMonkey and Power BI

Common Questions

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