Data Revelations LLC
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Visualizing Survey Data
Visualizing Survey Data using Tableau
February 27 and March 1. Click here for details.
Click to download Tableau’s white paper on visualizing survey data.
Click to download PowerPoint, packaged workbooks, and source files for 2014 Tableau Conference presentation on visualizing survey data.
Watch the presentation on visualizing survey data from the 2014 Tableau Conference.
Click to download PowerPoint, packaged workbooks, and source files for the 2016 Tableau Conference presentation on visualization survey data 2.0.
Watch the presentation on visualizing survey data 2.0 from the 2016 Tableau Conference.
Also, here is a consolidation of the various blog posts I’ve written on visualizing survey data.
General Survey Considerations
Getting Survey Data “Just So” A review of how and why survey data should be formatted a certain way
Getting Survey Data “Just So” Using EasyMorph How to use EasyMorphto get survey data in an optimal format
Getting Survey Data “Just So” using Tableau 10.x How to use Tableau 10.x’s pivot feature and ability to join different data sources to get survey data in an optimal format
Getting Survey Data “Just So” Using Alteryx How to use Alteryx to get survey data in an optimal format
Getting Survey Data “Pretty Close” with Tableau 9.x Use the 9.0 pivot feature and data blending to get the data set up
Using Qualtrics’ Web Data Connector How to use Qualtrics’ web data connector with Tableau
The Second Thing You Should Do When Working with Survey Data Once you get the data “just so” you should do this.
Using Tableau to Visualize Survey Data — Part 1 A look at typical survey data and what you need to do to make it work well with Tableau. This post dated, but still useful.
Using Tableau to Visualize Survey Data — Part 2 Connecting to data and dealing with different question types (Yes/No, Check-all-that-apply, Likert scale). This post is very dated.
Using Tableau to Visualize Survey Data — Part 3 Dealing with multiple memberships for respondents. This post is dated, but still useful.
Intra-question analysis Cut and filter any question by any other question.
Dealing with Survey Tools that Don’t Code Check-all-that-apply Questions Correctly How to deal with survey tools that code 1s and blanks instead of 1s and 0s. Qulatrics users, this is for you.
When Filtering Produces Too Few Responses What to do when extreme filtering reduces the number of responses so much that the results are statistically meaningless.
How Many People Selected 1, 2, 3 … N Items? And what did they choose? Very useful technique for finding some surprises in check-all-that-apply questions.
Working with Weighted Survey Data How to modify your formulas to deal with weighted responses.
Showing Percentages? Lookout for these pitfalls Two very useful techniques to combat Tableau’s auto-sizing axes.
Statistical Significance How to show that changes from a previous period are statistically significant.
Likert Scale and Divergent Stacked Bar Visualizations
Likert Scales — The Final Word? Step-by-step instructions on the best way to visualize Likert scale data
Visualizing Importance vs. Satisfaction Both use Likert scales and both have to be shown at the same time to be able to make comparisons. Here are several approaches.
Guns, Gantt Bars, and Divergent Stacked Bar Charts Another good case for divergent stacked bars
Likert vs. Likert on a Scatterplot Finally, a good use for packed bubbles to show how responses to one question compare with responses to another question.
Visualizing Net Promoter Score data Using a divergent stacked bar chart with NPS overlap to make the data clearer
Visualizing Sentiment and Inclination Dealing with different sentiment scales (NPS, Likert, Top 3 minus Bottom 3, etc.) and showing sentiment and inclination over time.
Don’t Ignore the Neutrals! Dealing with polarized survey responses and the importance of highlighting neutrals (or lack thereof.)
Benchmarking and Visual Ranking
I’ve Got the Jitters (and I Like it!) Using a jittering technique with benchmarking data
Boxes, Whiskers, and Jitters Making box-plots easier to understand
Visual Ranking within a Category Technique to show how responses rank when broken down by different dimensions
All Politicians Lie, Some More than Others A recasting of a New York Times infographic
Mostly Monthly Makeover — Masie’s Mobile Pulse Survey A look at some visualizations from the MASIE center and suggestions on how to improve them
Mostly Monthly Makeover – Utah State University Survey of Student Engagement A look at survey results from Utah Stage University and suggestions on how to improve them