Hello!
Reaching our to the community here for some help, advice, insight on the best way to go about creating some detailed, custom reports/dashboards from our Typeform surveys...
Overview
- There are 4 surveys that we sent to 4 different customer segments
- The surveys are exactly the same but just sent to different customer segments
- The responses from each survey are collected in to four different Google Sheets
Goals
- To have an overall report/dashboard of the data from all 4 surveys in one place
- Have this dashboard/report formatted in a way for us to easily visualize the data and create actionable insights from it
- To be able view and filter the data in the report/dashboard by the different customer segments (e.g. the 4 different customer groups we sent the survey to)
- To be able to modify the age and zip code data collected for more reporting flexibility (I.e. getting city and state from zip code)
Challenges
- Was hoping there might be an existing tool/platform/app that we could use to connect the data and have it easily create intuitive and actionable reports. Essentially looking to avoid the time and learning curve associated with using Google Data Studio for this
- After doing some research, I was having a hard finding a service that would accomplish our goals (looked at things like Report Guerilla, Chattermill, EnjoyHQ, etc.). However, if there is a service out there for accomplishing this is a more intuitive, automated fashion, please let me know.
- Given the above point, it seems like the best way to accomplish our goals is via Google Sheets + Google Data Studio (and it was THIS post that led me down this path). Unfortunately, this is not a platform I have used and in spending some time with it, I feel it would take me significantly longer to create what is needed here then someone who regularly uses Google Data Studio
Solution?
- Use Google Sheets to collect all of the survey responses
- Use Google Data Studio to create the report/dashboard for this survey
Needs/Asks
- I could use some help with the data in Google Sheets:
- Right now responses are in 4 separate sheets. What is the best way to get them all in to a single sheet?
- Ages are individual numbers but it would be helpful to have this data broken out in to age ranges (ie 18-24, 25-34, etc). How could this be done?
- We asked for the customer’s zip code in the survey. Would be helpful to extrapolate that to city and state as well so we can view location data at different levels. Is this possible?
- Where I need the MOST help is with Google Data Studio. If there is someone in this community that does this type of work for a fee OR has worked with providers for this, please let me know. Otherwise, some initial help with the following would be a good start:
- How to go about setting up charts/graphs that show all of the data along with the data from the different segments. For example, a line chart that shows ages from all responses as well as different lines of the ages corresponding to each of the 4 customer segments
- How to go about setting up a filters to be able to filter responses in the report/dashboard by customer segment (note: we used different UTM parameters for each segment, so this could be used as the segment identifier for responses)
And HERE is the survey we are looking to do this with.
Thanks!
Josh
