Documents Spreadsheet Survey - Survey Analysis
Integrate survey data into spreadsheets for analysis, visualization and sharing results
The Documents Spreadsheet Survey module connects Survey with Spreadsheet and Documents, allowing direct import of survey data into spreadsheets, response analysis with formulas and pivot tables, and visual chart creation.
The system automatically syncs new survey data, supports multiple question types (multiple choice, rating, text), exports reports and stores in Documents for team sharing.
Key Features
Key points
• Survey Data Import: Automatically import survey data into spreadsheets
• Response Analysis: Analyze responses with formulas and pivot tables
• Visual Charts: Create bar, pie, line charts from survey data
• Real-time Sync: Automatically sync new survey data
• Multiple Question Types: Support diverse question types
• Documents Integration: Store and manage in Documents
• Collaborative Analysis: Share and collaborate on analysis
• Export Reports: Export analysis reports to PDF/Excel
Survey Analysis Process
Steps
1. Go to Documents → Select appropriate workspace
2. Click New → Spreadsheet to create new spreadsheet
3. In spreadsheet, select Insert → Survey Data
4. Choose survey to analyze from list
5. Select questions and data fields to import
6. Survey data is automatically imported into sheet
7. Use formulas, pivot tables for analysis
8. Create visual charts from analyzed data
9. Save and share spreadsheet with team
Survey Data Types
Survey Question Types
| Question Type | Description | Analysis |
|---|---|---|
| Multiple Choice | Single answer selection | Pie, bar charts |
| Multiple Selection | Multiple answer selection | Horizontal bar charts |
| Rating Scale | Rating scale (1-5, 1-10) | Bar charts, averages |
| Text Input | Free text responses | Word cloud, categorization |
| Date/Time | Date and time | Timeline, time distribution |
| Matrix | Matrix question table | Heatmap, summary table |
Analysis Tools
Key points
• Pivot Tables: Create multi-dimensional summary tables from survey data
• Formulas: Use COUNTIF, AVERAGE, SUM formulas for calculations
• Filters: Filter data by criteria (date, group, answers)
• Conditional Formatting: Color code by conditions to highlight insights
• Data Validation: Validate data integrity
• Cross-tabulation: Cross-analyze between questions
Charts and Visualization
Key points
• Bar Charts: Column charts comparing answer frequencies
• Pie Charts: Pie charts showing percentages
• Line Charts: Line charts tracking trends over time
• Scatter Plots: Scatter plots finding correlations
• Heatmaps: Heat maps for matrix questions
• Combo Charts: Combine multiple chart types
• Dynamic Charts: Charts auto-update with new data
• Custom Styling: Customize colors, fonts, legends
Documents Integration
Key points
• Workspace Organization: Organize spreadsheets by workspace
• Access Control: Control access and edit permissions
• Version History: Track analysis change history
• Tags & Categories: Tag for easy search
• Share Links: Create share links with external users
• Comments: Discuss and comment on spreadsheets
• Notifications: Receive notifications for new data
• Archive: Archive old analyses for reference
Advanced Analysis
Key points
• Response Rate Analysis: Analyze response rates over time
• Demographic Breakdown: Analyze by demographic groups
• Sentiment Analysis: Assess sentiment from text responses
• Correlation Analysis: Find relationships between questions
• Trend Identification: Identify trends and patterns
• Comparative Analysis: Compare results between survey rounds
• Statistical Tests: Statistical testing (t-test, chi-square)
• Predictive Insights: Predict future trends
Export Reports
Key points
• PDF Export: Export spreadsheets and charts to PDF
• Excel Export: Export data to Excel for external processing
• Image Export: Export charts to PNG/JPG for presentations
• Print Layout: Customize professional print layout
• Executive Summary: Create summary page of key results
• Automated Reports: Automatically generate periodic reports
Automatic Installation
The module automatically installs when all three modules are present: documents_spreadsheet, survey and documents. No additional configuration needed.
Installation Requirements
| Required Module | Description |
|---|---|
| documents_spreadsheet | Spreadsheet in Documents |
| survey | Survey management |
| documents | Document management |
Real-world Use Cases
Key points
• Customer Satisfaction: Analyze customer satisfaction surveys
• Employee Engagement: Assess employee engagement levels
• Product Feedback: Collect and analyze product feedback
• Market Research: Research market and competitors
• Event Evaluation: Evaluate events and conferences
• Training Assessment: Assess training effectiveness
• NPS Analysis: Analyze Net Promoter Score
• Academic Research: Academic research and surveys
Best Practices
Key points
• Prepare spreadsheet structure before importing data
• Use pivot tables for complex multi-dimensional analysis
• Create charts immediately after data import for easy insights
• Name sheets and charts clearly and descriptively
• Use conditional formatting to highlight key points
• Save versions before major analysis changes
• Share with stakeholders for early feedback
• Automate periodic reports to save time
• Backup important analysis data
• Document formulas and analysis logic