How to Load Data from Formstack to Power BI

This guide walks you through connecting a Formstack form to Power BI Desktop to retrieve and visualize form submission data.

Step 1: Open Power BI Desktop

When you launch Power BI Desktop, a welcome screen may appear.
Log in with your KAUST credentials, if prompted.

Step 2: Click “Get Data”

On the welcome screen, click Get Data from the left-hand pane.
If the welcome screen is closed, go to the Home tab in the top ribbon and click:
Get Data → More

Step 3: Choose Web as the Data Source

In the list of available data sources, select:
Other → Web
Then click Connect.

You can also search for "Web" in the data source search box.

Step 4: Enter the Web Resource URL

Enter the following URL in the popup:

Replace the placeholders as follows:

• XXXX: The Form ID of your Formstack form (see the "How to Get Formstack Form ID" guide)
• YYYY: The client token (obtain this by raising a ticket with the IT Service Desk)

Click OK to continue.

Step 5: Authenticate the Web Connection

In the Access Web Content window, choose Anonymous as the authentication method.
Click Connect.

Step 6: Select and Load Your Data

Once Power BI fetches the data, a Navigator window will appear.

• Check the box next to the data set (usually named Submission)
• Click Load

Step 7: Start Building Your Report

After loading, Power BI’s report view will be displayed.
You can now build your report using the loaded data fields visible on the right panel.

Use the icons on the left panel to toggle between report, data, and model views.