LIKERT SCALE TABLEAU TUTORIAL
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- Опубліковано 23 лип 2024
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Rating scales such as Likert scales and semantic differential scales are very common in marketing research, customer satisfaction studies, psychometrics, opinion surveys, and numerous other fields.
Likert scales result when survey participants are asked to rank their agreement with survey items on a scale that includes strongly disagree, disagree, neither agree nor disagree, agree, and strongly agree. Some authors also include scales with other numbers of categories about attitude.
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Been going through blog post for hours struggling to find a good way generate the chart. Then I stumbled onto this turtorial. Its excellent!
Fantastic. Thanks so much. This is the perfect amount of information. A lot of the tutorials out there assume way too much base knowledge. Well done!
This was SO helpful. I know the video is a smidge old so there were a few things that have changed in the presentation but dang did it get me to a completed Likert scale chart in under 2 hours. THANK YOU!
Thanks a lot! This was super helpful for my masters thesis!
Very useful and crisp video. Helped me for making sense out of my data. Thanks a lott!
Phenomenal tutorial. Insightful way to visualize survey data.
This is simply Amazing; you made my day.... I just came up with my own report based on your tutorial. thanks!!! :)
Awesome Adebowale, glad to hear it!
Very well done. Clear. Successfully completed a Likert visualization of my survey answers!
Great, thanks for your comments, David!
Outstanding, thanks for detailing the steps for creating this visual, it's extremely powerful, especially when filtering against other associated parameters as you so expertly demo'd.
Thank you so much for tutorial. You made my day! loved it. very useful
I had never used Tableau and was able to import my excel document and follow your instructions until the end. I wasn't able to put the average score into the label, I just couldn't get it to go there. I will try again with another data set and see what happens. Thanks! I am amazed!
Hi Traci,
We are glad you enjoyed our tutorial, we have in-depth course on Tableau skills on our website:
www.superdatascience.com/courses/tableau-2018-hands-on-tableau-training-for-data-science/
Explicit and excellent video✨.
I just made one by following your instructions 🙏🏽
U are a great teacher. Thank you so much!
Great video, especially at .75 speed :D ... Really wanting to find a tutorial on mixing likert-based divergent viz with yes/no questions.
This is excellent. I am wondering if you or anyone has any guidance on how to add error/standard deviation bars to surround the circles that state the mean score for each question. Thanks for all of the help!
Absolutely love your tutorials. Very detailed. Keep up the good work!
Awesome, thank you so much for your comment, Emily!
Great tutorial - thank you. I'm new to Tableau and you made it so easy to follow. I'm looking to create a chart like this but instead of multiple questions, it's the same question but breaking respondents down by age (so one bar per age group). I've followed your tutorial but my columns are all layered on top of each other. How can I fix this?
Awesome tutorial. How would you go about making the top axis (2:02) that says ">"? I'm having trouble figuring that part out but for a likert scale in our case.
Great tutorial! How would we add in the tooltip a way to show the percent that "Very Unsatisfactory" makes up for each question within Category? Senior management would want to know this on hover as much as show the average rating for that question. I played around in tooltip but didn't find anything that was helpful.
Love this! So helpful. Thank you!!
This is absolutely fantastic. Thank you very much.
Thank you, Ryan, for your feedback!
Such a great video! Thank you very much. It was very helpful.
This is a really good guide. Really smart presenter!
Thanks a bunch! Your feedback keeps us motivated to share more!
Excellent Video! Side Note: I wish would would cover pivoting complex data and how to prevent adding massive amount of rows to the data source. Very hard to find information on this. For Example "Question 1" Data Vertical "1 Good", "2 Decent", "3 Bad". With multiple questions across columns when you pivot it then it will create the # of question columns multiplied by the # data set rows. So if 5 questions and 100 rows it would would create an additional 400 rows one for each question.
Great visualization and tutorial. But I can't seem to think of a use case other than the one demonstrated here. Any ideas where this can be a good fit?
Nicely explained, very informative...keep up the good work. All the best.
Thank you, Arpan for your valuable feedback!
Friend, I found your explanation wonderful. Could you tell me how to put the percentage of the answers, or number of records inside each bar, as in the example you use at the beginning of your presentation?
Dude! thanks for the tip! very helpful!
Can you share the link to download the data file (Excel/CSV) used in this tutorial(Hotel Survey Data)?
Great video! How would you do the negative score calculation when there are 3 possible answers to the question instead of 5? The answers are "Too Much, Too Little and Just Right"? Anyone have an idea on this?
PLEASE HELP need this for Project, When trying to create the Percent of Total Sizing table calc. I get an aggregation argument error for sum, is there a backdoor around this?
Looks great! Anyway to lineup all the bars to the left?
Great video and thank you very much!
Very useful! thanks for creating
i believe this may be an indicater of my privacy being compromized without my knowledge
Hi Audrey,
Please check other replies
Thank you!
This is a scenario where everyone fills out every question in the survey. What if my dataset is not as clean, there are questions that people leave blank and I don't want to remove the whole row since the data size is pretty small. When i follow along, I have trouble computing the Total Score as I can't use Number of Record.
Thank you so much for this, made my master thesis more scientific! I have a question, what would you say that this solves/does? "I used Tableau to examine the final results by...". Like why I used this method, what I base my decision on.
A visual way to show descriptive statistics. It shows the distribution of scores and the mean per scale. Also easy to compare items just by looking at the scalls. Note that their are no inferential statistics involved (hypotesis testing etc).
@5:55 you showed how number are recognized as text answers. How can i do the opposite? I have text answers but want them seen as numbers for the likert calculation.
Thank you Ben and superdata science team.
You are most welcome Tarun!
I have been lightened up. Thanks...
Thanks for watching us!
Helped a lot. Thanks
When i joined the demographic information sheet, all my data disappeared. No errors or anything...it's just not visible. Nothing shows up in worksheets either. Anyone else experience this?
this is just stunning... need to do one myself!
Hi Max,
Sure, try it out!
We added datasets and workbook for your reference.
You will find the link in the video description.
I keep getting stuck around minute 10 in computing Total Scores bc I do not have the number of records as a value ?
so helpful. you are appreciated
Very helpful! Thank you!
You are most welcome Merumomo!
great tutorial! thx
This is great. Thanks
Hey, I am having trouble because of some NA/Null values. Some participants didn't answer all the questions, is there a way I can account for this?
There is no number of records anymore in tableau, any way around this?
Thank you!!!
After doing this, it looked great, but when I spliced it between the different branches of our company, the smaller branches were tiny compared to the larger ones due to the number of responses. How can I make them the same size so that I can look at the breakdown of each branches questions despite the number of total responses?
Hi Kyle. It might then be a good idea to rather create different Likert charts for each of the different branches, rather than combining it?
Hi , Great Tutorial , Can you please share the data set ?
I used this and it was great, but I want the circles to contain the NPS instead of the score averages. I did it by adding columns in the crosstab called Positive Scores and Total Positive Scores that mirror the Negative Scores and Total Negative Scores columns in the video. Then I added columns for %Negative and %Positive and a final column called NPS that gets the difference between the %Positive and the %Negative columns. I was also able to add the visualization so it looks kind of okay. My problem is that I cannot seem to change the color of the circle as it is connected to the Answer dimension, and when I try to make the NPS label go on top of the circle the label disappears. Am I doing things wrong? Thank you!
Hi Bianca,
Thanks for adding to this thread.
Could you please post an image of your visual as your question is not clear?
Thanks
Great Demo!!
You are most welcome Jing!
Hi I have question about 7:17. I got error on the total number of responses I fet. For instance, the total respondents of my research is 200. Total responses for very unsatisfied supposedly about 14 responses. But in tableau shows that there is almost 1000 responses in total responses for very unsatisfied. Can you advise me on this. Thanks
Hi Nurfadilah, I am assuming you are applying it with your own data? In that case you need to be very sure of any joins you are performing and that they are indeed correct and not creating incorrect duplicates.
PREVIOUS_VALUE([Gantt Start point ])+ZN(LOOKUP([Percent of total sizing ],-1)) why we use it what is ZN and -1 14:08
Thank you - the tutorial is impressive! I was able to replicate the output with one set of data. It looks great :) I am trying to do the same with another data set but for some reason the 'gannt percent' calc is not restarting in the second set of cells. For example, in the tutorial data set the gannt percent column would jump from 48.9% under amenities and then add the lookup from that row's percent, adding 48.9% & 41.7% . So I have percentages that are cumulative down the gannt percent column where my ending percent for 8 questions is almost 700%. I have checked the formulas many times, and it all looks right to me. It is also calculating correctly for the first question. Any advice/thoughts are appreciated - thanks!
Hi Rachel,
Thanks for adding this thread.
Could you post a screenshot of your project?
As you are using a different dataset it hard to advise, I would double check if you have checked your formula to also check the data quality.
Regards
@@ArtofVisualization Thank you. I have checked the formula many times. The odd part is I was able to get it to work when there was only one metric/guideline. It might have to do with the way the table calculation is being applied. It does not seem to 'restart' with each new guideline/question. I have the calcuations applied along my Rating (i.e., advanced, effective, emerging, novice). My rating is similar to the 'answer' in the tutorial. I wasn't able to figure out how to post as part of a comment in this thread, but created an album with screen shots: photos.app.goo.gl/PveGq7kgQoM5LafH9 (Hopefully it does not get deleted as spam)
Hi Rachel, the same thing happened to me. Did you find any helpful suggestions for how to deal with this?
Great tutorial, still holds up great I think but gets an error when trying to pass 'Number of records' to 'Total scores' as error says "Argument to SUM(an aggregate function) is already an aggregation and cannot be further aggregated". How to find a way around this?
This is pretty old, but I had the same issue, and want to leave a possible solution for future viewers.
What I did as a workaround was creating a 'Nonzero Scores' to count all non-null responses as 1. I then just swapped the old Number of Records for this.
Alternatively, doing old joins instead of the newer relationships is still possible and should fix this problem.
Amazing, bravo....Thanks.....Your tutorial is very useful....Can you maybe give me advice how to export high resolution images from Tableau to Word? When I export/copy the charts from Tableau to Word images losing its quality??? Please help me to solve this problem....
anyone have a comparable Gantt start-type algorithm for java or python?
My Number of Records is coming as (Count) in MEASURES. Could you help me out?
Hi!Did you solve this problem? I have a same problem😔
also the sort function gives me a blank window.
This tutorial is really cool, thanks for sharing! However, I have a problem. I have 3 departments who have 100% "Very Good" ratings, and they are by default showing up as 0% since there are no negative scores. How do I address this? Thanks!
Wait no, I missed a step in putting percent of total sizing on Size. My bad!
Very nice
IN is considered an unknown function... why is it so? I can't follow your Gantt Percent calculated field
Hi Val, The Gantt Percent calculation doesn't use an IN function. The function used is actually the ZN, or zero null, function. Hope this helps
dr daniel soper is greyed out in u tube subscriptions and im unable to subscribe to some of these subscriptions. why?
Hi Audrey,
Thanks for adding to this thread.
Please contact UA-cam support if you are having issues.
Regards
This works great. I implemented it on my data set and the results were accurate. However, can anyone please explain what the logic used is behind creating this gantt chart for Likert Scale? Any help/reference material would be great please...
The reason for Gantt it will break your data point into an individual's start point at the response type
Superb tutorial. Almost got everything. But I have some null values that mess up the 'Percent of total scores'. Simply excluding null is not helping. Any suggestions?
Hi Eric. Thanks, glad to hear your liked it. I would suggest that you double check each of the formulas in the calculated fields, as a small mistake there could lead to the NULL values. If using your own data, have a look to see whether there is not perhaps some nulls in the key fields.
Hello, I am just impressed by ur tutorial, but I ve got some confusion. I ve got here a crosstab tableau from SPSS which reveals a likert scale data, the thing is that I have no idea how to create charts in excel for them. Any help plz?
Hi Aylin. Glad to hear you enjoyed the tutorial. My suggestion would be to rather export the chart as an image rather than re-creating it in Excel.
Wonderful, thanks for the video!
You are most welcome Clebson!
im using this for my research. to identify the issues with my phone.
Hi Audrey,
Thanks for adding to this thread.
Please see link for details on cross tabs:
www.quora.com/What-does-a-cross-tab-do-in-tableau
Please contact UA-cam support if you are having issues.
Regards
Hi Audrey,
Please check other replies
If you have any further questions, ping us!
Sorry but have you provided with the data or where can I download it?...
Hi Cathy, yes sure, please check video description for the link
when i drag the score from measure to the row, it doesn't show me the choice of original score, only the sum and other option. Can you give me some advice?
I am getting the same issue. Automatically wants to SUM the score field and no drop down choice to input original scores.
solved it: right click and drag to the field
Hi Jeiyu,
Thanks for adding to this thread, please try Sean’s solution.
Thanks for supporting this thread Sean :)
@@ArtofVisualization I am encountering the same question, could you please tell me more about the solution? I don't really get what Sean meant up there.
why do i not have the option to report a video.in tableau custome charts
Hi Audrey,
Please check other replies
If you have any further questions, ping us!
Hi can you teach how can we rank them?
Hi Eve,
Thanks for adding to this thread.
Could you please clarifying what you are looking to rank in this visual?
Regards
My thesis sent me.
Great video and tutorial! The only problem that I have is that you take the average of the responses; you cannot average numbers obtained from a likert scale because they are ordinal values. This is a common practice but quite frankly it's wrong and statistically it doesn't make sense.
Hi Kirk, Thanks for your input here. Feel free to suggest an alternative.
@@ArtofVisualization The alternative is to just not aggregate the scores--just use the response percentages as displayed in the divergent chart. Statistical analysis can be done using percentage of top responses, top two responses, bottom responses, etc. Technically, Likert scales are ordinal, so the mean makes no sense. That said, there is disagreement over this and even over whether the mode makes more sense. I always just use the divergent chart with the percents shown on each segment. For statistical analysis I use an analysis of means chart (for proportions) that allows the user to compare different groups (e.g., different staff members, hospitals, clinics, etc) on one or more questions based on the percent of responses on either top (1 or 2) or bottom (1 or 2) response categories. Nelson's Analysis of Means book has all the math for this. If you have a lot of comparators, the analysis of means chart can be displayed as a funnel plot with denominator on the x axis and % responses on the Y. Funnel limits are harder in Tableau with smooth limits requiring use of densification/domain padding.
what's the code for number of records? you did not show it. I am getting errors for percent total sizing. I'm stucked!.
Need helppp asap. Thanks
Same here, did you found an answer?
@@gurpbiedurpbiedurp8811 not yet!
Anyone here who can help us please. Thanks
And after this make the "percent of total sizing" field with SUM([Number of Records])/[Total Score]
@@gurpbiedurpbiedurp8811 Yeah i know that. What I am asking is the code for [Number of Records]
in 5:50 from where he got this screen
what is a cross tab ? and is it secure?
Hi Audrey,
Thanks for adding to this thread.
Please see link for details on cross tabs:
www.quora.com/What-does-a-cross-tab-do-in-tableau
Please contact UA-cam support if you are having issues.
Regards
at 6:01 how did you create Answer field ?
Yes. I have the same question. Starting from 5:55 how did you do the calculation, answer field? Where to click or any keyboard shortcut? Thanks
Nurfadilah Saadul Kurzi i dont know the shortcut but other way is : Analysis > create calculated field
Hi Gaurav, this field is created at around 5:57 of the video and a Calculated Field based on "Score" is used with a "Case" statement. It is defined as follows:
Case [Score]
When 1 then "Very Unsatiscatory"
When 2 then "Unsatiscatory"
When 3 then "Neutral"
When 4 then "Satiscatory"
When 5 then "Very Satiscatory"
END
SuperDataScience could you please tell the shortcut key to create calculated field .... bdw thanks a lot for the video it was very helpful
Tableau doesn't have a shortcut for it.
List of shortcuts could be found here - community.tableau.com/thread/178502
this is another red flag something keeps coming up about my having a motel. with name pearl associated. and pearl is someone in frostproof that was related to my neighbor genevive farrell in frostproof fla
Hi Audrey,
Please check other replies
If you have any further questions, ping us!
If you did a double pivot (unlike in this video) like Steve Wexler, then Number of Records won't work for you. When counting Negative Scores, you may have to use an LOD calculation:
/////////////////////////////////////////////////////////////////////////////////
IF {INCLUDE [Response ID] : AVG([Measure Value])} < 3 THEN
1
ELSEIF {INCLUDE [Response ID] : AVG([Measure Value])} = 3 THEN
.5
ELSE
0
END
////////////////////////////////////////////////////////////////////////////////
Hi Ramin, thanks for sharing!
You go way too fast for someone to follow but otherwise a good tutorial Thanks!
Thanks for your comment Reed!
Taken into account
Next time when you are making a video please go slow and also avoid using shortcuts.
bb
I thought Tableau was meant to save time - this doesn't at all
"Likert". Are you kidding me? I have been pronouncing is wrong for 10 years. Damn,
Yeah, buy a separate software to get these results....No thanks
Didn't get your point, but what to do :)
Very helpful. Thank you!
You are most welcome Adam :)