Combining Data from Multiple Forms and Creating Tables/Dashboard with The Data

  • nitish.jha09
    Asked on December 8, 2020 at 11:36 PM

    Need to create multiple forms & store them in different table. Then create central repository of these table and use that to create a dashboard. My forms will have validation rules like email , date of birth, mobile no. & 12 digit integers.

    Is this something that can be done in Jot form ?


  • hestia Jotform Support
    Replied on December 9, 2020 at 4:39 AM

    Hi,

    To be able to demonstrate the answer to your questions I have created two example forms (Form1 & Form2) including Name, E-mail, and Phone Number data from submitters. Please see the screenshot below:

    1607502407 5fd08a471826d  Screenshot 10

    To combine data from multiple forms you can use the app from the link --> Combine Submissions Application

    Please see the screencast and follow the steps below to combine your data:

    1. Click the link above to open the "Combine Submissions App".
    2. Click "Open App" from the top right of the pop-up screen.
    3. On the page opened, click the "Start Combining" button.
    4. From the form list on the right, choose the forms that you want to combine data from.
    5. And from the window on the right select the data you want from each form. Then click the green "Generate CSV file" button. You will see a blue statement under the "Generate CVS file" button that says "yourusername_numbers.csv file generated", click that statement and the file will be downloaded to your computer. Now in my example Form1 and Form2 data gathered in this CSV file.

    1607505335 5fd095b7b1845  Screenshot 21

    To create your center depository with the data from the CVS file, you can use JotForm Tables. Please follow the steps below and see the screencast:

    1. Open "My Tables" page."https://www.jotform.com/mytables/"
    2. From the top of the page click the "Create Table" button.
    3. On the opening "Create A New Table" page, choose the "Import Data" option.
    4. On the "Import Data" page, click the "UPLOAD YOUR FILE" window and select the CSV file you created and downloaded to your computer, on our combined data step.
    5. Now you have created a JotForm Table that includes data from all your desired forms.
    6. To create your DASHBOARD, on your created table's page; click the "Tables" section right next to the JotForm icon on the top of the page. And select "Report Builder". Write a name for your report and choose a report type. Now you can see all data combined in one report.

    1607506428 5fd099fc6f086  Screenshot 32

    For alternatives to create a table with data from different forms/tables; you can check our links below:

    How to Get Data From Other Forms in JotForm Tables

    Please see the 3rd title (3. Merge custom data from a different JotForm Table into a new column): 7 advanced JotForm Tables features to do more with your form data

    If you require more assistance, please let us know.