I'll be posting some tips for you that I used to work through some survey data. All in all - Steve Wexler is a great resource to look up on the internet:
Also, Instead of pen/paper- My favorite way is to use Ben Sullin's approach and use Google Forms How to Create a Customer Feedback System with Tableau and Google Sheets - YouTube
There is a wealth of knowledge out there. I know this isn't really answering your question- but I wanted to give you all the resources I could think of as well as link the people who could help you best,
Good luck and happy Tableau-ing!
Thanks for the mention, Matthew! Frank, I'd be happy to be of help -- and Matthew is right, Steve Wexler is a wonderful resource! I'll take a look at your data files and see if I can show you an example of what you need to do.
Frank, can you provide me a sample of the raw data as you're downloading it from the survey instrument? When I see how the raw data is formatted I can show you how best to set it up for Tableau.
Thank you for your reply. The tables in my survey are unlike anything that I have seen in those resources. Unfortunately, I am not able to use Google Forms to initially capture the data. It has to be done with paper/pen and then recorded into Excel manually. I have someone to help me with the data entry so I am not too concerned about that piece.
I primarily need to know the best way to record and structure the data in Excel, specific to the survey that I linked above, so that I can display the results in Tableau.
Ah - got it. Okay. What a pain! :-)
I'll take a look and get back to you.
Susan, I do not have any data to share. The firms have not yet submitted the survey results, and I have not yet recorded any results. The only data I have is the dummy data that I uploaded in my original post, and the survey PDF.
The firms will fill out the survey PDF with pen/paper, then send me the completed survey. I will then need to decide how to record the results electronically so that I can display visuals in Tableau. I attempted to do this in the sample Excel and Tableau workbooks but I do not know if this is the best way.
Thanks for taking a look, Susan!!