The ultimate guide to the SurveyMonkey Power BI integration
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Collecting customer feedback is easy, but getting value out of that feedback depends on where it resides and who has access.
That is exactly where the SurveyMonkey Power BI integration comes in.
Make insights visible—and accessible—to all teams involved in the customer experience by integrating feedback with operational data in Power BI and Tableau.
By using a Power BI SurveyMonkey connector, you can transform static survey results into dynamic, real-time dashboards that drive faster, smarter business decisions.
Why connect SurveyMonkey to Power BI?
“Integrating Tableau or Power BI and SurveyMonkey allows your organization to share insights across the company with internal folks,” says SurveyMonkey Solutions Engineer Alex Skreen.
“They might not need access to SurveyMonkey, but it does give them access to the data in either of the visualization tools.”
This also allows you to combine operational data with SurveyMonkey feedback to get a 360-degree view of your customer, your market, or your employee. The benefits of connecting SurveyMonkey to Power BI don't stop there.
- Holistic data view: Marry "explicit" survey data with "implicit" operational data (like spend or tenure) to see the full picture.
- Real-time analytics: Dashboards refresh automatically with the latest results, eliminating the need for manual spreadsheet updates.
- Granular drill-downs: Easily slice data by attributes like geographic location, product line, or customer lifecycle stage.
- Company-wide visibility: Share insights with stakeholders who may not have a SurveyMonkey seat, ensuring everyone is aligned on the same "source of truth".
How to connect SurveyMonkey to Power BI: step-by-step
Getting started with the Power BI SurveyMonkey integration is a straightforward process within the SurveyMonkey Enterprise plan.
1. Access the connector
In Power BI Desktop, use the "Get Data" option. Search for and select the SurveyMonkey connector to begin the authorization process.
2. Select your data
Place a check next to the specific surveys you wish to import. The connector supports advanced data types, including machine learning-driven sentiment analysis. Click "Load" to start the import.
3. Build your visualizations
Once imported, simply drag questions onto the value fields to create charts. You can use built-in features to add filters, update labels, and customize your report layout.
4. Manage relationships
To get "big picture" insights, use "Manage Relationships" to link your survey feedback to secondary data sources (like a CRM) using a unique identifier, such as a Customer ID.
5. Publish and schedule refreshes
Publish your report to PowerBI.com to collaborate with your team. To ensure your data remains current, go to the dataset options and Schedule Refresh. You will need to paste your SurveyMonkey access token into the account key field to authorize these automatic updates.
Get deeper survey insights with Tableau and Microsoft Power BI
How to make better decisions by combining SurveyMonkey feedback with operational data
Real-world Success: Lionbridge and Ryanair
Organizations are already using the SurveyMonkey Power BI integration to achieve significant results:
Lionbridge increases NPS score
Lionbridge needed a systematic way to share their customer feedback across their organization with detailed individual needs, according to Skreen.
“The solution that they found was launching a NPS program and then integrating the NPS data from SurveyMonkey into their Power BI,” says Skreen. “They leveraged the visualizations and allowed them to share the dashboards internally.”
By combining NPS scores with operational data in Power BI, Lionbridge improved their customer sentiment by 86% and saw a 20% increase in response rates.
Ryanair drills down into sky-high CSAT response volume
Serving over 160 million travelers per year, Ryanair amasses countless customer touchpoints—and over 500,000 CSAT survey responses per month.
To ensure that massive amount of feedback is actionable, Market Research Manager Rawaa Shami combined it with the SurveyMonkey Microsoft Power BI integration.
Connecting SurveyMonkey to Power BI allowed Shami to drill down into specific markets and flight routes, turning a massive volume of data into actionable insights for their C-suite.
Ready to bring your data to life? The SurveyMonkey Power BI integration is available as an add-on for Enterprise users. Start maximizing your survey insights—contact sales to request a demo.
