Charting Survey Results in Excel (Visualize Employee Satisfaction results)
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- Опубліковано 17 кві 2019
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Transform the way you present survey data in Excel with this practical guide. Tailored for professionals who work with survey data, particularly in Likert scale formats, this tutorial showcases innovative ways to visualize responses effectively.
⬇️ DOWNLOAD the workbook here: pages.xelplus.com/charting-su...
🌟 Key Learning Points:
- Stacked Bar Chart for Survey Results: Learn the basics of visualizing survey data using a stacked bar chart, an effective method to display responses like agree, neutral, and disagree.
- Diverging Stacked Bar Chart: Discover the diverging stacked bar chart technique, as recommended by Jon Peltier, which centers neutral responses for a clearer comparison across categories.
- Data Preparation for Custom Charts: Understand the importance of preparing your data correctly for these specific types of charts, including creating negative and positive values for responses.
- Automated Chart Creation with Add-ins: Explore how to use Jon Peltier's Excel add-in for creating diverging stacked bar charts automatically, saving time and effort in data preparation.
- Customizing Chart Appearance: Gain insights into fine-tuning your charts, such as adjusting colors, label positions, and fixing the order of items in the legend for better readability.
🚀 Practical Applications:
- Present survey results in a visually appealing and easy-to-understand format.
- Employ advanced Excel techniques for survey data visualization without heavy reliance on manual formatting.
- Utilize Excel add-ins for efficient and automated chart creation, enhancing your data presentation workflow.
Of course the chart can also be applied to any survey data that uses a Likert scale (which is based on people's attitudes or emotions to a topic). This can range from strongly disagree, disagree, neutral, agree and strongly agree.
I show how you can create a stacked bar chart, as well as a diverging stacked bar chart as shown on Jon Peltier's website here (peltiertech.com/charting-surv....
Peltier Tech Chart Utility for Excel: peltiertech.com/Utility20/Pel...
Link to Custom Formatting Blog Post: www.xelplus.com/excel-custom-...
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#excel
Grab the file I used in the video from here 👉 pages.xelplus.com/charting-surveys-file
thank you, so much, I work from home and realized that you've become a part of my virtual IT team. Thanks for sharing your wisdom and knowledge!
Your channel is a gold mine! Every time I need something about excel charts, I know I could always find something useful from your channel. Thank you so much, Leila! 😘
Thank you so much Leila! After hours of looking for a simple step by step guide to make this kind of chart, you really saved the day!
Great way of showing this type of data. Thanks for the detailed info
you are the best excel trainer so far, in my opinion!
It is extremely incredible. Thank to you, the understanding of plotting likert charts is more easy, not just for Excel only, but for also other statistical analysis applications.
I'm happy to hear that.
Hi Leila.. this is gold.. can think of lots of uses for it already. Love your techniques and advice. Add-Ins are great, but knowing how to built it from scratch is the real power. Thanks and Thumbs up!
Thank you Wayne for your comment and thumbs up. It's always a pleasure to see your comments.
@@LeilaGharani Thanks Leila.. your channel and classes are a great inspiration to me. I've learned so much already by following you and always look forward to your next video and tutorial. Thanks for all that you offer to the community.. very much valued and appreciated!
This is brilliant, putting together something at work so perfect timing!
thank you leila! l am learning so much with your clear way of exposition
Thanks a lot, taught me how to think in Excel. I followed your video and created my file with the chart, wrote my own explanations to understand and remember.
That's GREAT work! It's a good idea to write own explanations. It really pays off later.
Great and straight forward. Well done. Your efforts are highly appreciated.
You're very welcome Towfeek. I'm glad you find the video easy to follow.
Cant't thank you enough! Helped me a lot in my bachelor thesis :)
Thanks for this awesome chart with detailed explanation.
Pretty chart and great teaching! Thanks Leila!
You're very welcome Yulin :)
Great video Leila, thank you so much!
For the people wondering how to add data labels for the "neutral"-part:
- Add data labels for the negative or positive 'neutral' stacks
- Right click on data label --> 'Format data label'
- Under 'Label options', select "Value from cells" and disselect "Value"
- Select the original 'neutral' values
- If desired, you can select the label position as 'inside base' or 'inside end' , or keep it at 'center' (whatever you think looks nice)
I hope this helps, it is somewhat difficult without visuals. Sorry for spelling/grammar errors, English is not my native language :)
Nice one Nick, just the thing I was looking for and well explained by you . Thanks.
Thank you Leila, this will help a lot.
Great Leila, thank you, I agree learning from srach first , than using the add ins, great exercise
Hey Leila,
Your videos are just amazing, they are super informative and a lot of value for the viewer.
Since, I come from an Investment Banking / Private Equity background ; I work regularly on Financial Models and Valuations. The end result of these forecasted numbers are then to be presented on a powerpoint.
Therefore, one topic that I would definitely love to see covered in a video is - the presentation of 10 year forecasted Profit & Loss statement (P&L), Balance Sheet (B/S), Cash Flow Statement (CFS), and Valuation of a company - with the help of excel charts. The right kind of chart in order to present the information meaningfully. Thanks!
Thanks for the feedback! I started working on a course for financial analysis and if I find a good solution I'll include it there.
You are an absolute champion👏👏
Thank you, Leila. Excel skills are really useful!
You're very welcome Sheyla!
This was very, very helpful. Thank you.
Very clear and useful. Thank you very much!
Great work, Leila! You just solved my problems!
Very happy to hear that Nonso!
Thank you for the video. I have a doubt regarding "data label." How can we add data labels for "Neutral" part? It would be great if you can help me with this
Excellent. Just working on something like this at the moment.. so thank so much.Really helpful!
Perfect :) Glad this could help!
Thank you again. This is very helpful 😊
You are so amazing. Perfect 😍😍😍
amazing, love you Liela .. you are my best teacher
I just subscribed to your channel. You are a gold mine of information. I am an apple guy but I have to use excel for work and MS complicates things in their instructions but you get straight to the point and say things in a way that even I can understand and that says a lot LoL
Welcome. Very happy to hear that!
@@LeilaGharani I have a question not sure if this is the forum to ask. Hopefully you have a video of this already but if not I will ask anyway. When I extract data from my tillable form using Acrobat or Wondershare (depends which subscription I have active) PDF surveys how do I get excel to read it and lay it out in the same format as the form? When I extract I get one row that has all the questions and answers but its a jumble mess. The form is clearly laid out but when I extract data and convert it to excel it is not laid out clearly. What am I doing wrong? Thank you in advance for any assistance you can provide.
Thank you very much, so informative!
That was a very quick and to the point video.
Do you think it is a good idea to put all the raw scores of each participant in the excel sheet. I have pre and post questionnaires and I am going to compare them. So should I put raw scores of all the 25 questions which are in pre and post questionnaire or just sum up the score I received from all participants for that particular question?
Happy Thursday your highness
Hello Leila, when you started putting the values, I was wondering how to put the “neutral” one. But you did not. Do you have any idea on how to do it? Thank you for the great job.
What a great video again. Thanks Leila
You're very welcome Rudolf! Thank you for dropping by :)
Very interesting tool. Thanks for that.
Hello Leila, it was great learning those charts in Excel, but is there any ay we can do this in Power BI, that would be really helpful
Mistress of Chart, Thanks Leila
Great video as always!!!
MA SHA ALLAH. NICE WORK
Hi Laila,
This is amazing. Thank you
I thought I was pretty competent with Excel. In fact many people at work come to me for help. I take my hat off to you.
Is there a quick way to sort this table so that those sections which are heavily skewed to agree and strongle agree are stacked to the top of the chart?
I'd be tempted to add the agree and strongly agree together in a further column , and then use the =large() or even better the =rank() functions to sort from high to low and then you can pull in your data preparation table using any of the other functions that would do that for you. I'm sure you have a slicker method though.
Hi Leila!
If we have only data for positive and negative numbers (right side and left side bars) how can we add data labels outside the bars as in case of vertical bars. Here we have only center, inside end and inside base but there is no outside position option.
Example be comparison of male and female age for various classes.
Hi Leila, this is good work. On the display for data labels is it possible to display percentage values as well using the same format? Kindly advise
Hi Leila!
I love your videos, and I learned the ins and outs of excel because of you. With that said, would you be able to give us your take on Pareto Analysis and the most efficient way to do it in excel?
More power to your channel!
I've not thought about that yet. I'll put it on my list for future videos. Thanks for the tip!
Is there a way to show the combined values for neutral responses? (Since the process here involves dividing the neutral to 2 , and I would like to show only 1 value that adds the 2 neutral halves combined in the chart)
Very good. Thank you
many tnx. great tutorial
You are great mam...
Thank you, you helped me
Hi Leila Thanks this is really helpful request if likert Analysis can be shown in excel in depth as excel Dashboard
Fantastic!!!
Thanks for the lesson. You move real fast. Touch to follow #CHEP
Thanks Leila.
Thank you very much
Hi Leila, how is it possible to have the results per department charted?
Satisfaction rate:
Dept. X 10 (employees) -> above 80%, 5 -> between 70 & 80%, 3 -> below 70%
Dept. Y 20 (employees) -> above 80%, 12 -> between 70 & 80%, 5 -> below 70%
Info to be included in the chart: department names, multiple option names,, number of employees
Do you have a video about comparing several years of survey data for the same questions?
Great video, Leila really helped with my science research study. ngl sis talks fast so i had to set the playback speed to 0.75x lol
Glad it helped, Kristin!
Hi, Leila do you have more such videos on charts for Data Analysis?
Leila, have you ever thought of making a video just on the general principals of graph design. By this I mean the general rules you use to select color, to grid lines or not and other characteristics of your graphs that make them aesthetically pleasing? Is it just intuitive for you or do you follow a set of guidelines?
Hi David, I cover some basics on color and design in my Dashboard course - I have a video lined up for UA-cam that's based on a case study (using eye tracking software) for column charts - that should hopefully be out in the next months. I learnt a lot from the books of Edward Tufte and Stephen Few among many others on data visualization. I also teach at a university that works with eye tracking software to find optimal data visualization layouts for corporate reports - I have learnt a lot from their findings. I need to find the time to make the videos on those :) Thank you for your comment and suggestion.
@@LeilaGharani Thanks for taking the time to answer my question. I can't wait to see the upcoming video.
Dear Leila!
How is it possible in excell to show a point that is in y axis:42,7; in x axis at 124,5..I would like to show with dots the location
thank you!!
Great Good Marvelous!!!
Thank you Prasad! Glad you like it :)
please upload a vedio on calender drop down how to use it in excel 2016
Thanks Sister
I want a video like this that when i enter general entry in pettey cash in excel sheet its directly transfer to its real account
HI leila is it possible to come up with a slicer dashboard with this survey results if its possible please put a tuitorial on this specific request
thankyou so much, please continue the good work you are doing.
@leila how not to show negative data labels on this chart
Ok, I missed a step, if there was a survey of 10 questions completed by employees from different companies, how do I sort the data to tell me how many employees from X company gave what response?
Hi, I am working on Employee Engagement Survey. Can you help me find the Employee Engagement score or Employee Engagement Index (formula) calculation on a Likert scale? I would be extremely grateful. Thanks
Hi, what if there are instance where it has 0 responses, especially for strongly disagree or disagree? still need to include negative sign?
Thanks
Sister i want that when i do general entry in petty cash i want that this entry directly transfer to its real account
hie.. i would like to know if i have to show my work experience and education on my cv via excel charts then how can i use it.
Also let me know if i have to find out the duty timings of the employee for any day of the week then how can i do that
If you have any certificates from courses you've taken that would help.
Perfect
Glad I found this. By chance, does anyone know if I would have to reformulate to visualize the divergent bar graph in tableau?
I'm also DYING to figure out how to make divergent bar graphs combined have combined Likert and dichotomous survey responses.
I need to know how to add the questions to the survey response. I am bringing data from a PDF. All that comes over from the PDF is the columns and when I try to either make a chart or a pivot table it will not work.
help! why my data labels go missing when i apply the custom formatting to convert the negative values to appear as positive values?
What do you start doing at 2:10!?
thanks..
Hello Leila, how can this likert chart be created in Power Bi?
What do I do if I want the neutral labels?
any alternative if i could not download the Peltier tool ?
I am doing this entry in petty cash then i copy entry and then paste to its real account
Please do this same thing, but for Power BI
how do you add a male and female data on this graph?
Why do we need to divide neutral category by 2?
My stack order is not consistent in one series orange might be first and in others it's last. What am I doing wrong?
I did not make one of the number negative!
🌷
how do I do this on Power BI?
Very cool
Thanks Dev Bartwal :)
Lots of love
Hi Leila, is there a free download of the Peltier Tech Chart Utility package? Thank you
The link does not seem to work anymore
Is Paltier Tech add-in a paid package?
Can anyone please explain me how to sort the legend without this peltier add-on?
Great video. Spoke waaaay too fast though. Id never created such a chart and now ive given up at 4:34 because I cant keep up.
UA-cam survey summarys like have surveys instead of ads on internet? Something like that?, thats my idea for the day, laters comments next months or so jan 2022?
I want that debit account entry tranfer to debit account and credit account entry to credit account
If you're doing this in Excel, you could use an IF function to automatically assign the entries...
😍👌
What if we have 0 responses?
This was slightly too fast for me to be able to keep up. If it had a more simplified step-by-step approach it would be helpful to me, although I am still a novice in this area of Excel.
🙌 Hello , hope you're doing well.
I'm good thank you! Hope you're doing well too?
@@LeilaGharani hope you always good 🍃☘⚘, yes am ok too ty! ❤
Nice clear video but a little to fast for beginners.