Thanks so much Susan. I am excited to connect with such a talented group.
I have made a lot of progress by just ignoring the weights so far, but at some, they will have to be taken into account! I am hoping there is someone out there who has built this type of visual using weighted data.
Amy, by any chance are you attending the Tableau conference in Seattle next month? There are always tons of smart Tableau users and sessions there, too. If you're going let me know and we can plan to connect!
The other thing I'd suggest is that you get hold of Tableau support. They are WHIZ KIDS and often have answers and suggestions to things like this. But Steve Wexler at DataRevelations, Jonathan Drummey or Michael Cristiani are always very helpful.
Keep me posted on what you find out!
I'm on vacation but it's not difficult and I'll be covering it into tc2914 session on visualizing survey data.
Sent from my iPhone
Yay Amy! Steve Wexler to the rescue! :-) Thanks Steve!
Steve glad to hear! But not sure I'll last to 2914. (Unless of course T has some sort of anti-aging viz in the works.)
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Using Likert Scales — The Final Word? » Data Revelations as a reference, you would need to alter the calculations as discussed below. Note that I assume there is a field called [Weight] for each of the response IDs.
For SUM([number of records]) create a field called [Number of records_Weighted] and define it as follows:
SUM([Number of Records]*[Weight])
For Count Negative, create a field called [Count Negative_Weighted] and define it as follows:
IF [Score]<3 THEN [Weight]
ELSEIF [Score]=3 THEN .5 * [Weight]
ELSE 0 END
For Total Count Negative, create a field called [Total Count Negative_Weighted], and define it as follows:
For Total Count, create a field called [Total Count_Weighted] and define it as follows:
TOTAL([Number of records_Weighted])
For Gantt Start, create a field called [Gantt Start_Weighted] and define it as follows:
-[Total Count Negative_Weighted]/[Total Count_Weighted]
For Percentage, create a field called [Percentage_Weighted] and define it as follows:
[Number of records_Weighted]/[Total Count_Weighted]
For Gantt Percent, create a field called [Gantt Percent_Weighted] and define it as follows:
Now, if you want to be oh-so-cool you could have a parameter that would switch between showing regular and weighted results. I have yet to have a client that wants this, but it is, well "oh so cool".
Thanks for this, Steve!
Thanks so much Steve! I had started down this path but got hung up at the count negative piece. It's a great visualization with or without weights. Can't wait to get back on it and Thanks for sharing your skills and creativity!
Just some quick feedback. Your instructions worked perfectly. I was able to compare the calculated weighted percentages with tables of the same data that I had already built using Stata, and all of the numbers matched up. I was able to use a dual axis, over-lay chart to add the labels to each bar, and the final result is beautiful. The only part I am not happy with is the legend. These figures will be going into a journal publication, so I definitely need something that describes what each color signifies (it’s a 7-point scale). I have tried putting the color legend at the bottom with the actual response categories listed out, but Tableau wants to space things evenly and often cuts off the response when it is long. (Why can’t it wrap the text!?!) The other option would be to leave it in the upper right hand corner, which doesn’t seem particularly space-efficient. Any ideas on a better approach?
I really, really like being able to split responses to a question across demographic categories with a simple drag and drop. However, with a large survey and a lot of demographics, that quickly becomes too many figures for any journal to include. Have you seen or have any experience with embedding an interactive dashboard in the online appendix of a scientific journal publication? It would give the reader wonderful access to the information, but I have no idea what would be involved in embedding a dashboard in that type of online environment. Would appreciate any advice you or other members of the community might have!
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I'm traveling but will be available this weekend and early next week to share screens and discuss. I will send you a separate e-mail with contact information if you want to jam.
I am a newbie with tableau. For the university we did a survey evaluating a museum. We have several likert scale questions. My particular interest is: Is there a significant difference between different agegroups in the interpretation of art. Steve, I was able to follow your really well written instructions. But I really have no clue how to get the [score] field in tableau. My data source is SPSS and I prepared my data with alteryx and also with tableau (wanted to learn both aproaches). Please help. Thanks in advance, Patrick.
May I suggest going to Visualizing Survey Data » Data Revelations.
Watch the presentation from TC2014, then download the packaged workbook and source data.
I have examples of how to do all the vizzes using weighted values.
I hope this will suffice.