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Home > Blog > Data Visualization > Add-ons > Microsoft Excel >

How to Analyze Survey Data in Excel? Easy-to-Follow Steps

You’ll agree nothing can help tell a story like refined survey data.

how to analyze survey data in excel

Why?

It can lend credibility and impact to any argument, especially with an easy-to-interpret chart as the backdrop.

A massive spreadsheet of numbers probably isn’t the best way to drive your point in your presentation. A PowerPoint slide with just a few data points won’t be able to persuade everyone in your audience.

This is where visualization charts and graphs, such as Likert, CSAT Score Bar, and CSAT Survey Charts, come in.

These visualization designs are tailor-made specifically to help your business visualize survey data faster for actionable insights.

Yes, you read that right.

Excel lacks ready-to-use charts for survey data storytelling. You don’t have to avoid Excel, which is free, in favor of expensive data visualization tools.

You can supercharge it by installing third-party apps (add-ins) to access ready-made graphs for survey data storytelling.

In this blog, you’ll discover:

  • How to analyze survey data in Excel?
  • What is survey data analysis?
  • Types of survey data.
  • Three key survey analysis goals.
  • Best charts for representing survey data.
  • How to analyze survey data in Excel using Likert Scale Chart?

Before jumping right into the how-to guide, we’ll address the following question: what is survey data analysis?

What is Survey Data Analysis?

Survey data analysis entails separating signal from noise in data collected. The insights extracted can be used to craft compelling survey data stories.

As we said, data can help you achieve a lot. But, turning your survey data into compelling and insight-driven analysis is not always as straightforward as it seems.

Whether you’re dealing with hard percentages or qualitative statements, analyzing data and identifying patterns can help you gain actionable insights into key metrics of interest.

For instance, imagine you run a restaurant, and you notice a sudden influx of complaints about the food.

How can you deal with this?

For starters, you can leverage a feedback survey to collect data for analysis with the goal of correcting the issue.

Survey analysis is critical to your business because it allows you to draw broader conclusions about your market (or audience). Numbers on their own are meaningless. It’s the hidden trends and patterns you uncover that allow you to make actionable and reliable decisions timely. Remember, you can increase survey response rates by having engaging subject lines if using email as a mode of communication.

Survey Data Analysis Methods

There are a huge number of survey data analysis methods you can leverage to extract actionable answers. And they include:

  • Simple cross-tabulation

This methodology entails using data from your survey responses that are arranged into rows and columns that make it easier to understand.

  • Statistical methods for survey data analysis

On the other hand, the aforementioned methodology leverages statistical models and charts to extract insights into key data points. We’ll focus on this methodology throughout the blog post.

In the coming section, we’ll address the significant types of survey data. You don’t want to miss it.

Types of Survey Data

There are two main survey data types you can work with during analysis. While both can provide you with insights, they differ in their approach. So, awareness of these approaches can help you construct a reliable analysis framework.

Check them out below.

1. Quantitative Survey Data

Quantitative data is any information that can be quantified and measured.

Besides, this methodology requires a different approach and data collection strategies. You can easily use this data to test causal relationships among key variables. Some of the common quantitative survey data collection strategies include:

  • Surveys
  • Database reports
  • Experiments
  • Questionnaires

For questionnaires to be effective, they’ve got to have a multiple-choice format to generate countable answers, which can be turned into numerical data.

Keep reading to discover how to analyze survey data in Excel.

2. Qualitative Data

Qualitative data is basically non-numerical data. You can collect this data type using the strategies highlighted below:

  • Personal accounts
  • Cultural records
  • Interviews
  • Focus groups
  • Documents
  • Observation

You’ve got to conduct interviews or focus groups to collect data that’s missing in existing documents or records. The aforementioned strategies may be unstructured or semi-structured to allow freedom for varied or unexpected answers.

Also, an unstructured or semi-structured format allows you to pose open-ended questions and follow where the responses lead. And this means you easily gain a comprehensive perspective on your respondents’ experiences.

When presenting your survey data story, you’ll have a small space to get the reader’s attention. Use as many tricks as possible to keep your audience engaged.

In the coming section, we’ll cover the three key survey analysis goals. You don’t want to miss this.

Top Three Key Survey Analysis Goals

So, what are the key goals of survey data analysis?

Your key objectives are the primary aims of your survey. They provide broad statements that explain what you’re looking to achieve with your survey exercise.

You need answers from respondents. So, your survey data analysis goals convey why you need answers.

1. Clarity in thought

Survey analysis goals are important because they help you ask the right questions. Besides, they protect you from ‘scope creep.’

2. Steer in the right direction

Survey goals put your business on the right track that’s aligned with market sentiments and changing preferences.

How?

Setting goals provides you with an opportunity to define your strategy, allocate resources, and minimize your chances of problems.

3. Track your progress

Remember, it becomes easier to track your progress if you have goals. The end goal is the target. You can easily track the progress made versus the end-point.

Keep reading to discover how to analyze survey data in Excel spreadsheets. Also, we’ll take you through the best charts for representing survey data in Excel.

Best Charts for Representing Survey Data in Excel

Some of the tested and proven charts for visualizing survey data include the following:

1. Star Rating Chart

star rating chart to analyze survey data in excel

The Star Rating Chart is a visualization design you can use to display insights into rating data. The graph is segmented into five colored sections calibrated with both percentiles and actual rating counts.

For instance, according to the Star Rating Chart above, 54% of the ratings are either one or two stars. 31% of the ratings are either 4 or 5 stars.

The overall rating is 2.6/5

Keep reading if your goal is to learn how to analyze survey data in Excel.

2. Customer Satisfaction Chart

customer satisfaction chart to analyze survey data in excel

A Customer Satisfaction Chart is a graph you can use to visualize a simple yes-no questionnaire for actionable insights. It displays whether the respondents agree or disagree with a particular question associated with operations in your business.

The chart is segmented into two colors (red and green), which represent no and yes, respectively.

3. Sentiment Trend Chart

sentiment trend chart to analyze survey data in excel

You can use a Sentiment Trend Chart to show insights into the opinions of the respondents under the study. The green color shows the proportion of respondents satisfied with various aspects of your operations.

On the other hand, the red color shows the proportion of respondents that disagree with some of your brand aspects.

4. Likert Scale Chart

 likert scale chart to analyze survey data in excel

A Likert Scale Chart is a one-dimensional chart you can leverage to visualize the respondents’ attitudes and opinions.

This psychometric scale comes in handy if your goal is to understand the views and perspectives towards a brand, product, or target market.

In the coming section, we’ll address how to analyze survey data in Excel Using Likert Scale Chart (step-by-step).

How to Analyze Survey Data in Excel Using Likert Scale Chart?

Excel is one of the most-used visualization instruments. However, the spreadsheet application lacks ready-made survey charts, such as Likert.

We’re not advising you to do away with Excel in favor of other expensive tools.

And this is because there’s an amazingly affordable visualization tool that comes as an add-in you can easily install in Excel to access insightful and ready-to-go survey-oriented charts. The tool is called ChartExpo.

So, what is ChartExpo?

ChartExpo is an add-in you can easily install in your Excel without needing tutorials.

With many ready-to-go and insightful charts, graphs, and maps, the ChartExpo turns your complex, raw data into easy-to-interpret and visually appealing survey-based charts in excel that tell data stories in real-time.

More benefits

  • ChartExpo is a software-as-a-service (SaaS) product, which makes it extremely light. You have a 100% guarantee that your Excel won’t be slowed down.
  • You can export your charts in JPEG, PDF, SVG, and PNG formats.
  • ChartExpo add-in is only $10 a month after the end of the trial period.

In the coming section, we’ll take you through how to analyze survey data in Excel. You don’t want to miss this if your goal is to take your survey data storytelling to the next level.

Example

This section will use a Likert Scale Chart to visualize the survey data below.

Questions Rating Responses
I enjoy my work. 1 200
I enjoy my work. 2 105
I enjoy my work. 3 177
I enjoy my work. 4 140
I enjoy my work. 5 78
My manager values my feedback. 1 82
My manager values my feedback. 2 105
My manager values my feedback. 3 178
My manager values my feedback. 4 136
My manager values my feedback. 5 168
I can communicate openly. 1 180
I can communicate openly. 2 110
I can communicate openly. 3 135
I can communicate openly. 4 174
I can communicate openly. 5 135
The work is distributed evenly in the team. 1 190
The work is distributed evenly in the team. 2 175
The work is distributed evenly in the team. 3 75
The work is distributed evenly in the team. 4 184
The work is distributed evenly in the team. 5 54
I feel value in my team. 1 76
I feel value in my team. 2 98
I feel value in my team. 3 129
I feel value in my team. 4 121
I feel value in my team. 5 187
  • To install ChartExpo into your Excel, click this link.
  • Open the worksheet and click the Insert button to access the My Apps option.
insert chartexpo in excel
  • Select ChartExpo add-in and click the Insert button.
open chartexpo in excel
  • Click on the “Likert Scale Chart” in the list of charts.
search likert scale chart in excel
  • Select the data in the worksheet and click the Create Chart From Selection button, as shown above.
create likert scale chart in excel
  • Check out the final chart.
how to analyze survey data using excel

Video Tutorial: How to Analyze Survey Data in Excel?

In the following video, we will show you how to analyze Survey Data in Excel in a few clicks without any coding.

FAQs:

What kind of data is survey data?

Survey data comes in two forms, namely qualitative and quantitative.

Quantitative data type is any information that can be quantified. Some of the common quantitative survey data collection strategies include surveys and reviews.

Qualitative data is basically non-numerical data. You can collect this data type using strategies such as focus groups.

What is the importance of survey analysis?

Survey analysis is critical to your business because it allows you to draw broader conclusions about your market (or audience).

Remember, numbers are meaningless. It’s the hidden trends you uncover that allow you to make actionable decisions. You can harness these insights using survey-based charts.

Wrap Up

You’ll agree nothing can help tell a story like refined survey data.

Why?

It can lend credibility and impact to any argument, especially with an easy-to-interpret chart as the backdrop.

A massive spreadsheet of numbers probably isn’t the best way to drive your point in your presentation. A PowerPoint slide with just a few data points won’t be able to persuade everyone in your audience.

This is where visualization charts and graphs, such as Likert, CSAT Score Bar, and CSAT Charts, come in.

These visualization designs are tailor-made specifically to help your business visualize survey data faster for actionable insights.

How much did you enjoy this article?

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