Tag Archives: tableau

Using Tableau with Qualtrics data at Duke

Logos for Qualtrics and TableauThe end of the spring semester always brings presentations of final projects, some of which may have been in the works since the fall or even the summer. Tableau, a software application designed specially for visualization, is a great option for projects that would benefit from interactive charts and maps.

Visualizing survey data, however, can be a bit of a pain. If your project uses Qualtrics, for example, you may be having trouble getting the data ready for visualization and analysis. Qualtrics is an extremely powerful survey tool, but the data it creates can be very complicated, and typical data analysis tools aren’t designed to handle that complexity.

Luckily, here at Duke, Tableau users can use Tableau’s Web Data Connector to pull Quatrics data directly into Tableau! It’s so easy, you may never analyze your Qualtrics data another way again.

Process

Here are the basics. There are also instructions from Qualtrics.

In Qualtrics: Copy your survey URLScreenshot of Tableau URL in Qualtrics

  • Go to your Duke Qualtrics account
  • Click on the survey of interest
  • Click on the Data & Analysis tab at the top
  • Click on the Export & Import button
  • Select Export Data
  • Click on Tableau
  • Copy the URL

In Tableau (Public or Desktop): Paste your survey URL

Tableau Web Data Connection

  • Under Connect, click on Web Data Connector (may be under “More…” for Tableau Public or “To a server… More…” for Tableau Desktop)
  • Paste the survey URL into the web data connector URL box and hit enter/return
  • When a login screen appears, click the tiny “Api Token Login” link, which should be below the green Log in button

In Qualtrics: Create and copy your API token

Generate Qualtrics API Token

  • Go to your Duke Qualtrics account
  • Click on your account icon in the upper-right corner
  • Select Account Settings…
  • On the Account Settings page, click on the Qualtrics IDs tab
  • Under API, check for a token. If you don’t have one yet, click on Generate Token
  • Copy your token

In Tableau (Public or Desktop): Paste your API token

  • Paste in your API token and click the Login button
  • Select the data fields you would like to import

Note: there is an option to “transpose” some of the fields on import. This is useful for many of the types of visualizations you might want to create from survey data. Typically, you want to transpose fields that represent the questions asked in the survey, but you may not want to transpose demographics data or identifiers. See also the Qualtrics tips on transposing data.

Resources

For more tips on how to use Tableau with Qualtrics data, check out the resources below:

Fall Data and Visualization Workshops

2017 Data and Visualization Workshops

Visualize, manage, and map your data in our Fall 2017 Workshop Series.  Our workshops are designed for researchers who are new to data driven research as well as those looking to expand skills with new methods and tools. With workshops exploring data visualization, digital mapping, data management, R, and Stata, the series offers a wide range of different data tools and techniques. This fall, we are extending our partnership with the Graduate School and offering several workshops in our data management series for RCR credit (please see course descriptions for further details).

Everyone is welcome at Duke Libraries workshops.  We hope to see you this fall!

Workshop Series by Theme

Data Management

09-13-2017 – Data Management Fundamentals
09-18-2017 – Reproducibility: Data Management, Git, & RStudio 
09-26-2017 – Writing a Data Management Plan
10-03-2017 – Increasing Openness and Reproducibility in Quantitative Research
10-18-2017 – Finding a Home for Your Data: An Introduction to Archives & Repositories
10-24-2017 – Consent, Data Sharing, and Data Reuse 
11-07-2017 – Research Collaboration Strategies & Tools 
11-09-2017 – Tidy Data Visualization with Python

Data Visualization

09-12-2017 – Introduction to Effective Data Visualization 
09-14-2017 – Easy Interactive Charts and Maps with Tableau 
09-20-2017 – Data Visualization with Excel
09-25-2017 – Visualization in R using ggplot2 
09-29-2017 – Adobe Illustrator to Enhance Charts and Graphs
10-13-2017 – Visualizing Qualitative Data
10-17-2017 – Designing Infographics in PowerPoint
11-09-2017 – Tidy Data Visualization with Python

Digital Mapping

09-12-2017 – Intro to ArcGIS Desktop
09-27-2017 – Intro to QGIS 
10-02-2017 – Mapping with R 
10-16-2017 – Cloud Mapping Applications 
10-24-2017 – Intro to ArcGIS Pro

Python

11-09-2017 – Tidy Data Visualization with Python

R Workshops

09-11-2017 – Intro to R: Data Transformations, Analysis, and Data Structures  
09-18-2017 – Reproducibility: Data Management, Git, & RStudio 
09-25-2017 – Visualization in R using ggplot2 
10-02-2017 – Mapping with R 
10-17-2017 – Intro to R: Data Transformations, Analysis, and Data Structures
10-19-2017 – Developing Interactive Websites with R and Shiny 

Stata

09-20-2017 – Introduction to Stata
10-19-2017 – Introduction to Stata 

 

 

 

 

 

 

 

 

 

 

 

 

Fall 2016 DVS Workshop Series

GenericWorkshops-01Data and Visualization Services is happy to announce its Fall 2016 Workshop Series. Learn new ways of enhancing your research with a wide range of data driven research methods, data tools, and data sources.

Can’t attend a session?  We record and share most of our workshops online.  We are also happy to consult on any of the topics above in person.  We look forward to seeing you in the workshops, in the library, or online!

Data Sources
 
Data Cleaning and Analysis
 
Data Analysis
Introduction to Stata (Two sessions: Sep 21, Oct 18)
 
Mapping and GIS
Introduction to ArcGIS (Two sessions: Sep 14, Oct 13)
ArcGIS Online (Oct 17)
 
Data Visualization

Visualizing Qualitative Data (Oct 19)
Visualizing Basic Survey Data in Tableau – Likert Scales (Nov 10)