Visualizing Survey Data Using Tableau

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Clicking Download All Files will download a .zip file with all the files you will need, and it will preserve the folder structure I reference throughout the instruction guide. This is probably the easiest way to get everything you’ll need.You can download individual files if you are not able to download .zip files.

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Course Content

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Welcome 1 Topic

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Surveying your survey 4 Topics

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Getting to know your survey

Exploring the data in Excel

Prepping preview

Building a demographics dashboard 7 Topics

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Connecting to data and building the gender view

Building the generation and location views

Formating tips and tricks

Building the dashboard

Bonus: Normalizing the axes

Some response count red flags

Getting everything ready to visualize the results 3 Topics

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Taking inventory

“Gotchas” in the data

Number of Records

Visualizing single-select questions 7 Topics

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Single select starter

Setting Compute Using

Dealing with weighted data

Creating a gap chart

Controlling the breakdown using a parameter

Controlling Mark Labels

Bonus: Improving the formatting by adding a guideline

Visualizing multi-select questions 9 Topics

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Check All That Apply Overview

Creating a Check All That Apply Bar Chart

Creating a Check All That Apply Gap Chart

Adding an overall reference line to a Check All That Apply Gap Chart

Creating a Check All That Apply demographics view

Creating a Check All That Apply dashboard

Creating an overall reference line for a Single Punch

Showing margin of error

Other approaches and watch out for these “gotchas”

Using Tableau Prep to get your data “just so” 5 Topics

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The case for getting your data “just so”

Establish the demographic components

Pivoting the label responses

Pivoting the numeric responses

Adding the Helper file and generating the .Hyper file

Visualizing Likert-scale and sentiment questions 13 Topics

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Introduction to Likert and sentiment questions

Creating a 100% stacked bar chart

Making the 100% stacked bar chart easier to read

Creating a Top 2 Boxes visualization

Bonus: Creating a Top N Boxes visualization

Creating a combination Likert visualization

Creating a divergent stacked bar chart

Normlizing the axes by adding a reference line

Creating a Likert distribution histogram

Creating the Likert distribution tooltip

An overview of Net Promoter Score

Using set controls

Showing importance vs. satisfaction, and alternative approaches to displaying Likert-scale data.

Visualizing benchmarking questions 6 Topics

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Introduction to visualizing benchmarking questions

Building a jitterplot

Adding reference lines to a Jitterplot

Creating a more sophisticated jitterplot

Comparing an individual respondent with the group

Centering the dot and alernative approaches

Where to go from here 1 Topic

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Where to go from here

Bonus Content 3 Topics

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More thoughts on margin of error

What’s On Your Mind — February 2022

What’s On Your Mind — March 2022

By Steve Wexler|2023-04-06T23:13:03+00:00October 3rd, 2021|Comments Off

About the Author: Steve Wexler

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