Looking to have quotas for surveys automatically update in an Excel sheet - ideas | XM Community
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We will have multiple surveys with varying quota limits going at once.  Currently, I’m manually entering the quotas in an excel sheet and trying to find some script, ideas users may have to automate this process.  

 

Workflow:  

  1. Multiple surveys 4-5 going at once
  2. Export quotas or have Excel read the quota urls
  3. The data decrements in an Excel sheet for each demographic and study so we aren’t having to manually do it.  
  4. I have tried scraping data with Excel and it has failed so far.  
  5. Open to solutions and ideas.  

If it is something to post in the developers or another section, let me know.  (my first post).

Thank you!

Once you create a quota, some variables - current count, has been met, and has not been met - are available at most places, just like any other ED.

One option would be create a workflow, where you pipe these values into a workflow triggered on survey completion, that adds a row to an excel/google sheet, and move from there.

However, there is often a delay between the survey being completed and the quota updating and the workflow being triggered, so test this out before moving forward.

 

Another option would be to run a workflow every minute and get the value of the quota using the API.  

I haven’t worked with workflows before other than triggering for a major issue, but I’ll look into it and give it a try.  I appreciate the help.  I may circle back if I hit an issue.  Great suggestion! 

​@mryan,

Another option would be to write a web service that uses the Qualtrics API to get the quotas then outputs the desired value(s) as xml. You could then use the Excel WEBSERVICE function to pull the data into the spreadsheet on-demand (i.e., when the spreadsheet recalculates).

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