02122025_CCC TUG_Survey Viz Best Practices (1).pdf

Learn best practices for working with survey data in Tableau, preparing the data in Tableau Prep, and best methods for visualizations.

1. Adam Lange [email protected]
Survey Data Best Practices
CCC TUG February 2025

2. Agenda
❖Working with survey data in Tableau
❖Shaping survey response data in Tableau Prep
❖Best methods for survey visualization
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3. The Survey

4. Survey Data -Considerations
❖Exporting data from Qualtrics, Google Forms, SurveyMonkey, etc.
❖Will your questions and responses be in text format or coded?
ex: Question text “The course was helpful.”
or question variable name “QCH”?
❖Will the dashboard be shared internally or externally?
❖Do you want to include partial responses?
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5. The Survey Data Set

6. The Survey Data Set
•One recordper response.
•One columnper question.

7. The Survey Data Set
Unique ID
of
response
When
response
was
submitted
Did
respondent
finish
survey?
One column per question

8. Rotate –Move questions from columns to rows
Rotate question columns to rows.

9. Rotate –Move questions from columns to rows
Single
response
Single
response
Single
response

10. PIVOT Step in Tableau Prep

11. PIVOT Tableau Prep
Do not pivot the survey
response record key,
submission date, or any
field that you might want
to use for disaggregation
or as a dashboard filter.

12. Pre and Post Questions
If you have before/after or
pre/post questions, leave
one or both of those
columns out of the pivot.

13. Pre and Post Questions
Leaving one (or both) of the pre/post
questions un-pivoted will allow you to create
matrix-style visualizations.

14. Pre and Post Questions
If you have multiple sets of Pre and Post
questions, it may be necessary to add a step
in Prep that joins the data set to itself so that
each pivoted Pre question is matched with its
corresponding Post question on the same row.
Note this would require that the survey
variables for each Pre/Post pair are named
well, e.g.Pre1/Post1, Pre2/Post2.

15. Comments

16. Comments
Provide filtering options to make it easier to
analyze open-ended comments.

17. Thank you!
Adam Lange [email protected]