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    Can I modify the excel report so it already includes the pivot table?

    Asked by GuyPalinckx on September 20, 2016 at 03:06 AM

    Hi, 

    I can create reports in excel but eacht time, it download the latest version.  Can I always uyse the same report.

    I'm using lots of pivot tables and and need to create it every time.

    Can I modify the online report so someone else can download it but it already includes the pivot table?

     

    Thanks in advance

     

    Guy

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    JotForm Support

    Answered by Chriistian on September 20, 2016 at 04:18 AM

    Unfortunately it is not possible to use the previous version of an excel file for your report. Since the excel file needs to have the latest submissions, a new excel file will always be downloaded. You cannot modify the excel report so that it already includes a pivot table before downloading the submission as excel.

    A possible workaround for your requirement would be to use third party apps such as Zapier to connect your form to an online excel file. By doing so, you can just have one online excel file with a pivot table already added and it will automatically be updated each time you receive a new submission. Here's how: Connect Your Forms to Excel with Zapier.

    If you need further assistance, please let us know.
    Regards.

  • Profile Image

    Answered by GuyPalinckx on September 20, 2016 at 05:56 AM

    Thanks

     

    But It's not completly clear to me.  

    With this Zapier, I will be able to modify the report online of will the data be stored on onedrive?

    Second question, I see all option for uploading document, but I would like the users to download documents, I guess this will be also possible but I can't seem to find it

     

    Thanks in advance

  • Profile Image
    JotForm Support

    Answered by Chriistian on September 20, 2016 at 09:02 AM

    With this Zapier, I will be able to modify the report online of will the data be stored on onedrive?

    When you connect your form to an excel file through Zapier, you will no longer need to create Excel Report in JotForm. What you need to do is to prepare your online excel file so that it already contains the pivot tables as you desire. Once you connect it with your form through Zapier, every submission to your form will be sent to your online excel file (in your OneDrive account) with pivot tables you added.

     

    Second question, I see all option for uploading document, but I would like the users to download documents, I guess this will be also possible but I can't seem to find it.

    What types (or extensions) of documents do you want your users to download?

  • Profile Image

    Answered by GuyPalinckx on September 20, 2016 at 03:39 PM

    Hi and thanks for the quick reply

     

    But can I send a link to diffent people to use this excel with pivot tables or is it only for me?

    I'm looking for a solution to send this file and they only can read it.

     

    I would like that users can download pdf's.

     

    Thanks

     

    GUy

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    JotForm Support

    Answered by Nik_C on September 20, 2016 at 05:30 PM

    If I understood you correctly, you want to share your Spreadsheet, but restrict users to edit them. Why don't you try to use Share button and enable restrictions like in this image below:

    That way your users will only be able to view the Spreadsheet.

    Hope it helps, if you had something else in mind please let us know.

    Thank you!

  • Profile Image

    Answered by GuyPalinckx on September 21, 2016 at 08:01 AM

    HI

     

    It seems that I'm stuck.

    I can't connect it with jotform.

     

    this message is what I get

     

    Oh, foo.

    Zapier could not connect to your account.

    Your Excel files must be on OneDrive for Business (provided with Office 365 and Sharepoint Server) for this integration to work.

     

     

    and if I check excel online,  Pivot Tables are not available, only in desktop version Excel :(

     

     

     

  • Profile Image
    JotForm Support

    Answered by Chriistian on September 21, 2016 at 10:06 AM

    this message is what I get

     

    Oh, foo.

    Zapier could not connect to your account.

    Your Excel files must be on OneDrive for Business (provided with Office 365 and Sharepoint Server) for this integration to work.

    Do you already have OneDrive for Business account? If not yet, you might need to signup here: https://signup.live.com/signup

     

    and if I check excel online,  Pivot Tables are not available, only in desktop version Excel :(

    You can create an Excel file in your desktop, add pivot table on it, and upload it to your OneDrive account.

  • Profile Image

    Answered by GuyPalinckx on September 21, 2016 at 02:53 PM

    Hi

     

    I do have the correct account for onedrive and i can login.

    I have uploaded an excel with pivot table and this is accessible to modify

     

    thx

     

     

  • Profile Image
    JotForm Support

    Answered by Nik_C on September 21, 2016 at 04:08 PM

    I'm sorry if I misunderstood, but is it working for you now or not?

    We'll wait for your response.

    Thank you!

  • Profile Image

    Answered by GuyPalinckx on September 21, 2016 at 04:40 PM

    Hi

     

    I'm afraid not, I'm still stuck and connecting Jotform with Zapier.

    Still got the same error while trying.

    Altought I can acces Onedrive and my documents

    Regars

     

     

    Guy

     

  • Profile Image
    JotForm Support

    Answered by Kevin_G on September 21, 2016 at 06:21 PM

    I tested on the Zapier's end and I got the same message than you when tried to connect my Microsoft account: 

    As stated by Christian above, an Office 365 account is required to connect your Excel file, I would suggest you to check if your login credentials are working on this link: https://login.microsoftonline.com/

    This way you will know if you have an Office 365 account. 

    You should be redirected to this login page:

     

  • Profile Image

    Answered by GuyPalinckx on September 22, 2016 at 04:35 AM

    Hi, thanks for the info

     

    I'm using Google Sheets and that way it seems to work ...

     

    Another issue is that I don't see the information as I look into  submitted forms but if I download a report all info in included.

     

    any idee?

    Guy

     

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    JotForm Support

    Answered by Chriistian on September 22, 2016 at 04:44 AM

    I am glad to know that the Google Sheets works for your requirement. Since your latest concern seems to be about a different feature, I have moved your question to a new thread so we can better assist you and avoid any confusion. You can follow this link to view the thread: https://www.jotform.com/answers/939016.
    Regards.