Sure, you can in fact manage with one format or the other, but you’re just creating a LOT more work for yourself if you don’t have the data in both formats. Three files and three extractsĪnyone that has read my posts or attended my classes know that I want survey responses in both text and numeric formats. If you'd like to follow along, you can download the data source here. The downside is the setup is a little bit cumbersome and some of the steps can be confusing. ![]() Everything is built into Tableau and you’ll just need to refresh the extracts (there will be several of them) as you get new data. There’s a lot of upside to using Tableau to get your survey data just so. Metadata that describes the survey data.The demographic information (e.g., age of respondents, gender, etc.).What do I mean by "just so"? When I deal with survey data, there are usually four different elements that need to fit together: ![]() With Tableau 10 and on, it is, in fact, possible to get your survey data just so without having to invest in new tools and/or a engage in a time-consuming, error-prone procedure every time you need receive updated survey data. In writing about visualizing survey data using Tableau, I’ve found that the number one impediment to success is getting the data in the right format. ![]() Reference Materials Toggle sub-navigation.Teams and Organizations Toggle sub-navigation.
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