Likert Scale to Excel Chart through Zapier

Description

This article will show you how you can use our forms, Zapier and Excel file to gather information from anonymous submissions and build charts with it.

We'll use Customer Feedback Form which you can download from our templates here.

Customer Feedback Form

This form contains a Likert Scale control to get customer's feedback about various sides of our service, as well as an Overall Impression field.

The rest of the fields will be unused in this example, though there are many practical uses for them. We just want to get the poll's statistic and build a chart from it for each category, like this:

Excel Chart

Configuring Excel file

In Excel file, I've created columns for each category the customer will rate. This is the page where the submissions will be stored. I've created a table as well, for easier sorting and use in functions.

Excel Table with data

On the second page, we can create rows and columns which will count amount of each answers per Category, like this:

Excel Data for the chart

For this, I've simply used Excel formulas for each column, which count the amount of specific answers:

=COUNTIF(Table1[Product Delivery],"Superb")
=COUNTIF(Table1[Product Delivery],"Good")
=COUNTIF(Table1[Product Delivery],"Okay")
=COUNTIF(Table1[Product Delivery],"Poor")
=COUNTIF(Table1[Product Delivery],"Very Poor")

Finally, after adding some test data, I've built a column chart with the following configuration:

Excel Chart configuration

Setting up Zapier

You'll need to subscribe to form submissions in Zapier, here's an instruction for this - Creating a Zap.

For this case, we'll need to use Formatter extensively:

Search for Formatter action

Pick Utilities action:

Utilities action

Select Transform: Pick from List, Operation: Use a Custom Value (advanced), Custom Value for Operation: 0 (in future steps use 1, 2 and 3) and Input: {{LikertScale}}.

Formatter filled-in

It's very important to Send Test To Formatter, so the Zapier knows what kind of output to expect.

Send Test to Formatter

First actions will return Answer 1 and Answer 2, but the later ones will return null. That's okay, the data will be accessible later, the tests must be performed.

Test Output

This will select the first answer from Likert scale. You'll need to repeat this step four times total, replacing 0 with 1,*2* and 3, so you have 4 Formatter Utilities actions:

Repeat the same step

This will allow you to split Likert Scale answers into multiple variables to fill out Excel Row. Finally, find and select Excel:

Search for Excel

Choose Add Row action:

Select Add Row

Select Spreadsheet (file), Worksheet (page), and fill out columns with information that we've just parsed with Formatter:

Fill in the template with data

Name and activate the Zap!

Name and activate the Zap

This is it. Now, whenever somebody submits the form, data will automatically be added as a row to Excel, and the Chart will update in real time.

Form to Excel Gif