Webinar: Preparing Survey Data in Tableau Desktop

About:
Hi! I'm Eric with OneNumber. Thanks for checking out our channel. We appreciate the support! We love to help people with their Tableau problems. Feel free to comment, reach out directly, or check out our upcoming classes/events if you want to take Tableau to the next level (www.eventbrite.com/o/onenumbe....
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:
-Tableau Workbook from Webinar: public.tableau.com/app/profil...
-Practice survey data: data.world/ericparker/univers...
-Preparing Survey Data in Tableau Prep Webinar Recording: onenumber.biz/blog-1/2019/1/2...
-How to Deal With Multi-Response Survey Data in Tableau Prep Blog Post: onenumber.biz/blog-1/2019/12/...
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

[@onenumbertableau]

Need help prepping 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

[@adriannafenee7885]

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

[@onenumbertableau]

Yes! I'm so glad you found it and found it helpful. Thank you Adrianna!

[@joudr.8809]

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!

[@onenumbertableau]

Hi Joud, so great to hear this helped! What happens if you exclude respondents where their ID = Null? Does that have unintended consequences?

[@VaidaBartkute-Norkunienea]

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

[@onenumbertableau]

Thanks! If you jump to 14:57 you can see the formula