4 Replies Latest reply on Aug 15, 2018 9:19 AM by James Downes

    Visualising a weighted average based on a Surveymonkey Rating / Matrix scale

    James Downes



      I'm fairly new to Tableau and have read everything I can find on this subject in the Community, but nothing has yet answered my specific question. I'm working my way through the video tutorials, but am achieving lots through trial and error!


      Some background

      I am currently creating a workbook that will help explore, analyse and present data from a survey done using Surveymonkey (about 40 questions, around 20,000 responses so far). The survey is still running, so I'm using the Web Data Connector to periodically import all the survey data and I'm trying to avoid manually exporting response data from Surveymonkey.


      My question / plea for help

      One of the key questions in the survey asks the respondent to score their satisfaction from 1 to 10 using a Matrix / Rating scale question:



      Surveymonkey presents the data using a weighted average:




      I'd like to replicate the above view as closely as possible in Tableau, with the ability to filter on answers to some other questions we've asked.


      The response data is presented in a single column in the data source:


      I'm managing to do lots of other interesting and useful visualisations with this data, but the weighted average has rather got the better of me. I understand the method of calculating the weighted average, and can do it in Excel, but I can't replicate it in Tableau.


      I would be very grateful for any helpful suggestions.


      Other info

      I'm using Tableau Desktop 10.5.5 on a Mac, but can't upload a workbook for data protection / data security reasons.