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If you need more detailed reporting than activity monitoring can provide, FlowForma provides customised OData feeds of form progression, step details, and answers to questions. You can use these feeds in any reporting tool that supports OData, so you can set up advanced reporting based on your flows. Watch this quick overview video for more information:
The information below outlines the setup in Excel using PowerPivot.
Microsoft PowerPivot for Excel is an add-in that you can use to perform powerful data analysis in Excel 2010 and above.To bring in data from FlowForma, you must be a FlowForma administrator for the site you want to access. You can have one feed per site, and you can restrict data access on the feed as follows:
  • There is a single update feed per FlowForma site
  • Only members of the FlowForma Admins group can access the feed for that site
  • If you can access the feed, then you can get all data from that site
  • You can apply filters in PowerPivot to restrict the data set that inputs into the Pivot Table
  1. Open Microsoft Excel 2010 or above
  2. Go to file and select options
  3. Select the add-ins tab; then select COM add-ins from the manage drop-down menu and click go COM add-ins option in Excel options
  4. Select Microsoft Office PowerPivot for Excel 2013 and Power View, then click OK. Selecting PowerPivot and Power View add-ins
  5. Go to POWERPIVOT and select manage from the ribbon. A new window opens. Manage option on the PowerPivot ribbon
  6. Go to get external data, select from data service and then select from OData data feed Get external data from OData data feed Click advanced to open the advanced features. Advanced connection settings
  7. Change SSPI to Basic, enter your user ID and password, then click test connection. If the test connection is successful, click OK, followed by next. The table import wizard opens. Select all items in source table and click finish. Table import wizard source table selection
  8. In the table import wizard, enter the URL for the OData feed. The URL must be in the format: https://odata-app.flowforma.com/{TOKEN}/_vti_bin/FlowFormaOData.svc/ (O365), or http://siteurl/_vti_bin/flowformadata.svc/ (on-premise) Entering the OData feed URL
  9. Once everything is imported, the table import wizard shows the status for each source table. Click close Table import wizard status for each source table
Before creating a pivot table, you need to create relationships between tables. Go to design and select create relationship from the ribbon. Create relationship option on the design ribbon You need to create the following relationships (in the image below, they are displayed right to left):
  • FROM Questions - StepUniqueID TO Steps - UniqueID
  • FROM Steps - FormID TO Forms - FormID
  • FROM Forms - FlowID TO Flows - FlowID
  • If you have repeating tables, you also need FROM Repeating Table Rows - RepeatingTableEntity TO Questions - UniqueID
If you prefer, you can also create relationships by using the diagram view, which you can select from the lower right corner of PowerPivot. To create a relationship, drag from one entity ID to another. Diagram view showing table relationships To create the pivot table go to home and click PivotTable To learn how to group data, you may find this short video of use: