Verticalized (Tableau) exports (r9)

Verticalized Tableau exports take questions normally displayed horizontally across multiple columns (a.k.a., "wide format") and instead display them vertically across multiple rows (a.k.a., "long format").

To create a Verticalized Tableau export, go to Analyze > Export Survey Data in the left navigation menu. Then, select Verticalized (Tableau) from the File Type dropdown. Exports can also be created from the Deliverables applet.

Overview

Responses are displayed in a "verticalized" output with a single column for a question and multiple rows for each respondent record.

The Verticalized (Tableau) export differentiates between two default categories for common question types: verticalized and non-verticalized. A good principle to follow is if a single survey field generates multiple columns in a regular Excel export, it can likely be reformatted vertically and is considered verticalized. Conversely, if the question type is already in a single column, it is likely considered non-verticalized.

• Verticalized (Tableau) exports are outputted as .csv files. 
• Selected survey fields using verticalized question types are exported in the verticalized file.
• Selected survey fields using non-verticalized question types are exported in the non-verticalized files.
• Questions may be re-designated as verticalized or non-verticalized by applying the tags export as verticalized and/or export as non-verticalized to their code.

Report layout

As shown above, respondent IDs are listed vertically. Verticalized questions and their related fields, such as individual options in a checkbox question or row-questions in a table, are listed as rows. A question is repeated in each row until all related fields seen by the respondent have been listed.

The "base question" is listed in the VERT_Q_ROOT column, with its related fields in separate rows in the VERT_Q_NUM column. Then, the respondent's answer for each field are displayed with both text and code values. 

The following columns are found in all verticalized export files:

Creating a Verticalized Tableau export

To create a new export, use the modified Report Builder to select respondent statuses, apply filters, and choose the relevant survey fields to focus on the specific data you need. 

You can configure the report to use fields and option data from either the Draft or the most recent Published version of the survey via the Question set dropdown. Then, confirm which files you want to include. Lastly, customization options such as adding a description row or compressing the data file are available in the Advanced Export Options section.

Altering verticalized or non-verticalized categorization

You can add tags to a survey field to change its categorization as verticalized or non-verticalized. The tags export as verticalized  and export as non-verticalized can be used individually or together to switch a question's classification, allowing it to be exported in a file outside of its typical designation. Both tags accept 'y' (yes) or 'n' (no) inputs.

Example

In this example, Q1 will no longer be considered verticalized and will not be exported in the verticalized file. Instead, Q1 will be considered non-verticalized and will be exported in the non-verticalized files.

1. Which of the following activities did you do on your last vacation?
type: checkbox
export as verticalized: n
export as non-verticalized: y
1. Going to a museum
2. Taking a city tour
3. Visiting a historical site
4. Attending a local sporting event
5. Visiting a brewery or distillery
99. Not interested in any of these {exclusive: y}