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kevcurtis Regular Visitor
Regular Visitor

Multiple question ratings in one visual (scale 1 to 5)

Hello Power BI Community,

 

I'm attempting to migrate an existing Tableau (screen shot bleow) report to Power BI. I've had difficulity repsenting the data in the same way Tableau does and I can't seem to find a one-to-one solution. The objective is to visually represent survey reponse ratings on a scale of 1 to 5 by section.

 

Each survey section has 4 questions with a text response that is mapped to a numerical value. I'd like to plot the numerical values for each section with 4 unqiue shapes based on a scale of 1 to 5. If the values for a two or more questions are the same, the shapes can be transparent so you can see if the ratings overlap. 

 

X = Answer_Numerical (or answer_text)

Y = Section_Name

 

Any suggestions would be appreciated. I've pasted a sample set of data for reference.

 

Thanks

Kevin

 

Approaches I've tried...

Approach 1:

Creating a matrix with the rating categories (Rating current, Rating desired, External current, External desired) as values and then using measures to group them 

 

 

MultCategory = CONCATENATEX(VALUES('Survey 123'[Category]),Category, ",")

 

 

and then display a symbol:

 

3MStatusIcons = 
VAR RC = UNICHAR (9675)
VAR RD = UNICHAR (9679)
VAR EC = UNICHAR (9671)
VAR ED = UNICHAR (9670)
VAR RCRD = UNICHAR (9673)
VAR ECED = UNICHAR (9672)
RETURN
IF([MultCategory] = "Rating current", RC,
IF([MultCategory] = "Rating desired", RD,
IF([MultCategory] = "External current", EC,
IF([MultCategory] = "External desired", ED,
IF([MultCategory] = "Rating current,Rating desired", RCRD,
IF([MultCategory] = "External current,External desired", ECED,""))))))

This approach allows for symbols to the displayed in the matrix visual but there are a large number of combinations that would make a legend unmanagable and difficult to consume the information. (see: http://community.powerbi.com/t5/Desktop/Scatter-plot-with-non-aggregated-data-Display-current-and/m-...)

 

Approach 2:

Pivot the Category column with Answer_Numerical as the value for each. Created MIN measures for each category and attempted to use a scatter plot with no luck.

 

Tableau report I'd like to replicate:

(sample only displays Rating current & Rating desire values)

 

Assessment ratings.png

 

 

Sample data:

 

UserId_QuestionSection_NameAnswer_TextAnswer_NumericalCategory
112254Section 1Rating 3.53.5Rating current
112255Section 1Rating 55Rating desired
112252Section 1Rating 2.52.5External current
112253Section 1Rating 3.53.5External desired
112262Section 2Rating 3.53.5Rating current
112263Section 2Rating 44Rating desired
112265Section 2Rating 2.52.5External current
112266Section 2Rating 33External desired
112274Section 3Rating 3.53.5Rating current
112273Section 3Rating 44Rating desired
112275Section 3Rating 4.54.5External current
1 ACCEPTED SOLUTION

Accepted Solutions
stretcharm Senior Member
Senior Member

Re: Multiple question ratings in one visual (scale 1 to 5)

4 REPLIES 4
Highlighted
stretcharm Senior Member
Senior Member

Re: Multiple question ratings in one visual (scale 1 to 5)

Have you tried a Bullet Chart?

 

I pivoted your data and added a bullet chart and it doesn't look the same but can show the same data.

 

https://okviz.com/bullet-chart/

http://blog.pragmaticworks.com/power-bi-custom-visuals-bullet-chart

 

kevcurtis Regular Visitor
Regular Visitor

Re: Multiple question ratings in one visual (scale 1 to 5)

Hi @stretcharm,

 

Thank you for the suggestion.

 

The Bullet Chart custom visual is a step in the right direction in terms of the data representation for two ratings. When more than two ratings are displayed it starts to get busy with the combination of bars and shapes. 

 

I will work more with the visual today to see if I can get it to meet my needs.

 

Thanks again,

Kevin

stretcharm Senior Member
Senior Member

Re: Multiple question ratings in one visual (scale 1 to 5)

kevcurtis Regular Visitor
Regular Visitor

Re: Multiple question ratings in one visual (scale 1 to 5)

Hi @stretcharm,

 

I worked through this challenge, manipulated the data, and found a solution using the standard scatter plot visual.

 

See related post:

 

How to achieve this Tableau visual in Power BI?

 

Thanks

Kevin

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