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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.