Prepare Survey Data
Purpose
Prepares data for analysis
Responsible Party
Project Lead
Interdependencies
Survey data collection is complete
Directions
Download the data from Qualtrics
Exporting Data from Surveys in Qualtrics
1. Navigate to Qualtrics
2. Click the project's survey
3. Click "Data & Analysis"
4. Click "Export & Import"
5. Click "Export Data..."
6. Click "Excel"
7. Click "Use choice text"
8. Click "Download"
9. Save the file to the project's folder on Box
Clean the data
Clean survey data in Excel
1. Open the survey data Excel file
2. Click here to select all cells
3. Click "Wrap Text" twice to turn it off in all cells
4. In column C, look for any rows that contain Survey Preview
5. Right-click the Row Header
6. Click "Delete"
7. Select Columns A–Q
8. Right-click the Q Column Header
9. Click "Delete"
10. Click the A Column Header
11. Right-double-click the A Column Header
12. Click "Insert" to add a column
13. Click here
14. Type "Document Name [[Enter]]"
15. Type "Project-Survey-001 [[Enter]]"
16. Select the anchor point of the cell and drag it down to fill all rows with names in sequence
17. Review + ensure all columns have a short, descriptive name in row 2. If not, use row 1 to understand the question and create a name in row 2
18. Select and delete row 1
19. Select any cells with numbers
20. Click the Number Format combo box
21. Click "Number" to convert from text to numbers. Repeat for all numbers.
22. Save the file
Survey data is prepped when each row has a Document Name, each column has a descriptive name in the header, and number data is formatted correctly.
Resources
In the gray dropdown boxes above.
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