Reporting with Tableau

For this Tableau report we have created a survey and generated data to show you the transformation of questions and answers into comprehensive cross-data report.

📋 ngSurvey template

This is the template with questions we have used to create a report.

The respondent's answers that are shown here are not real and were generated particularly for this walkthough.

📈 ngSurvey reporting example

Here you can see the data report by each question from the template we used.

📊 Tableau cross-data reporting

In this visualization, we will focus on the survey question: "How would you rate your overall satisfaction with our service?" This question is represented by the variable 'General Satisfaction' in the dataset. Specifically, we will analyze the average satisfaction based on the following parameters: date, likelihood to recommend, age group, client tenure, and client expectations.

📈 Start with simple visualization

In Tableau, visualizations are created using sheets, which are then assembled into a dashboard. The uploaded data is automatically categorized into Dimensions (blue) and Measures (green).

1. Create Sheets for Each Visualization:

   • Each sheet will become an element in the final dashboard.

2. Graphic by Date:

   • Drag the Date dimension to Columns.

   • Drag the General Satisfaction measure to Rows

3. Adjust Variables:

   • Tableau initially displays data by Year. To change this to Month and Day, click the Date field in Columns, then select the desired date level from the settings.

   • By default, General Satisfaction will be shown as SUM. Change this to Average by clicking the field in Rows and selecting Average from the settings.

4. Line Graph:

   • Tableau automatically selects a line graph for this data. To customize the line style, go to the Marks box, click on Path, and choose your preferred style.

Assembling the Dashboard

Once all the Sheets are ready, they can be dragged and dropped from the left menu to assemble them in the dashboard.

To avoid elements moving or overlapping when changing the screen size, use horizontal or vertical containers from the left menu to place objects inside:

• Drag and drop a container from the left menu onto the dashboard.

• Ensure each element is in floating mode to move it into containers.

• Select the visual element, hold Shift, and drag it into the container. Repeat for each element.

• In the container's right menu, select the horizontal container, then resize it as needed.

• Use several horizontal containers to organize objects horizontally, and place these containers into a vertical container.

Change the dashboard size in the left menu to find the best view for your data.

📰Walkthrough Dashboard result

After creating and organizing all the visual elements, we have developed a detailed dashboard to visualize the General Satisfaction.

This detailed analysis demonstrates how average of general satisfaction varies across these parameters, providing insights into clients attitudes towards the service.

As we can see, loyal clients who have been receiving service for more than two years and whose expectations are met exhibit significantly higher satisfaction scores. Notably, these clients are either very young (18 years old or younger) or adults aged 45 to 64, with an average satisfaction score of 4.75 out of 5. This is in contrast to the overall average satisfaction score of 3.03 for the entire dataset. Some of these clients have the potential to become strong supporters of the company.