Preparing Survey Data for Analysis with Tableau Prep
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- čas přidán 23. 07. 2024
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Preparing survey data for analysis in a data visualization tool is notoriously difficult. It's generally not as simple as being able to perform a single pivot or filter.
If you deal with survey data that has a variety of different question types (Y/N, 1-10, free form text) check out this video where we discuss the best strategies for reshaping the data using Tableau Prep.
Resources:
•Practice Dataset: data.world/ericparker/custome...
•Upcoming Classes: www.eventbrite.com/o/onenumbe...
•Office Hours: www.eventbrite.com/e/tableau-...
Need help preparing your survey data? Schedule an hour with Eric here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909
Ready to master Tableau? Check out our lineup of upcoming classes! www.eventbrite.com/o/onenumber-15678294163
you. are. amazing. i've been trying for two weeks to "fit" my dataset into Tableau. you were the first one to break it down. THANK YOU! Please, offer more of these. very helpful.
Thank you Samir. I'm so glad it helped! We are doing more videos every week! If you have a topic suggestion, feel free to let us know!
This was well explained. Exactly what I was looking to get tips on!
Fantastic, we're so glad it helped!
Hi Eric, I've worked with survey data for many years using Excel to create frequency tables and bar charts. I really appreciate your webinar on how to restructure survey data to use in Tableau. Once again, I'd like to commend you on being a really great trainer. The best! Many thanks.
Thank you so much Carole! We appreciate the kind words and are so glad to hear this was helpful!
Thank you!
You're welcome!
As a follow up to this brilliant presentation, I'd like to ask this. In Surveys we usually have Sectional questions. how to categorise each question into major category?? for example I have a bunch of ratings, say 20 ratings, these 20 ratings can be summarised into 5 major categories
Hi! Thanks for the compliment! I think the easiest way to set that up would be with a group in Tableau Prep or Tableau Desktop. Here's a breakdown of ours on how to set that up: onenumber.biz/blog-1/2021/6/9/how-do-tableau-groups-work
It would help to have the file too to tag along
Great point! You can access the data for practice here: data.world/ericparker/customer-survey-responses
There isn't a branch option in Tableau prep. What do we use instead now? I think there was an update.
Hey Brandon! I noticed that update recently too. Now, to create a branch you hover over a step and press the + button that shows up directly after that step. You want to make sure not to select the + button in the middle of a connecting line. That inserts a step instead of branching.
Thank you for this wonderful content ! I tried to replicate the exact same procedures but when I join my axis, my bar charts do not align with the axis and stop in the center of the graph. Any ideas why? Have a great day !
I'm not sure what you mean by that exactly. Does this have to do with fixing the axis for the circle around 24:45 in the video?
Feel free to shoot me a screenshot at eric.parker@onenumber.biz if that doesn't resolve your issue
@@onenumbertableau thanks for such a quick reply ! I don't have the same number of responses for each question (not 1000 each but rather 25, 35, 45) so I think this messes up my graph - the bar charts do not align with the axis and my average dots end up in the wrong place (but I keep fiddling! You video is exactly what I needed !)
@@chloeludden2398 I think your best bet is to turn each bar into a 100% of Total Stacked Bar Chart (How to here: kb.tableau.com/articles/howto/stacked-100-percent-bar-chart)
@@onenumbertableau Indeed, that looks better! Thank you Teacher :) Just one last inquiry if I may: how can we move the average bubbles so that they don't overlap with the numbers, as in the video? Or at least make them overlap on the correct color scale (AVG: 3.2 in the video should probably not be on the 4 colour on the graph).
@@chloeludden2398 You're welcome! Honestly, that's probably just trial and error. I would keep adjusting the axis range until it looks the way you want.
Hello if any one available i need to connect same little bit different survey data i need to represent tableau report
Hi! You can book an office hour to get help here: www.eventbrite.com/e/tableau-office-hours-with-eric-parker-tickets-42691995909