Webinar: Preparing Survey Data in Tableau Desktop

About:

Description:
In its natural state, survey data is rarely in a format where it is optimized for analysis. If you need to visualize survey data, it's likely going to require some preparation and reshaping.

In this webinar, we review some of the key steps needed to reshape survey data. We cover a number of different field types (e.g. numeric responses, text responses, True/False) and how you can optimally shape your data in Tableau Desktop.

We also cover a some of the limitations of shaping survey data in Tableau Desktop and when you may want to bring in additional data shaping muscle like Tableau Prep or Alteryx.

Resources:

Chapters:
0:00 Intro
1:37 Why does survey data need preparation?
4:00 Survey Visual and Survey Data Overview
7:17 Preparing Survey Data
21:06 Tableau Desktop Limitations
32:28 When is Tableau Desktop the right data prep tool?
34:06 Alternatives to Tableau Desktop
35:42 Q&A

[adriannafenee]

Hey Eric! This was extremely helpful. Thank you for sharing!

[VaidaBartkute-Norkunienea]

Very helpful video. Thank you! But it is not clear how to write Respondent Count Calculation Field?

[juder]

Great video! My survey data has been cleaned and transformed, working great for all my charts etc.
I have used Steve Wexler's LOD trick (just as you did in this video) to turn any question into a demographic (useful since I already unpivoted all my data and that is okay). It looks like this:
{FIXED [Response ID]: MAX(IF [Question #]=9 then [Answers] END)}

When I filter by Question and am browsing questions and answers, the charts only show applicable data based on respondents who answered. However, when I use LOD to view on the question, the chart adds an additional Null value bar for all the respondents whom the answer did not apply to (this is based on skip logic in the survey, not that these people did not answer the question).

How can I avoid this? I would like my LOD charts to look the same as when I view my q&as.

Thank you!

[zaymarhenriquez-sedra]

Why pivot option does not show for me? Any idea?