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WOW2022 Week 41.md

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WOW2022 Week 41 | Power BI: Likert Scale and Net Promoter Score (NPS)

Introduction

In this week's challenge, we focus on visualizing survey data, specifically, data gathered in the form of a Likert scale. Likert scales, named after Rensis Likert, involve closed questions with a sliding scale response format.

In this exercise, we will employ a diverging bar chart to depict the distribution of responses gathered from the survey. The chart will provide an insightful visualization of the survey results.

Solution & Process

Dataset: The challenge utilizes a standardized sample survey dataset accessible on GitHub. This dataset serves as a common foundation for participants to work with, ensuring consistency and comparability across solutions.

Process: The following process is implemented in order to build a dashboard in Power BI to fulfill the challenge:

1. Data Transformation in Power Query:

  • Promote headers
  • Unpivot queries
  • Create a duplicate table and assign sentiment to each query as below:
    • Remove duplicates by right-clicking
    • Assign an index to the data
    • Generate a list of negative sentiment items
    • Create a custom column as per requirements
  • Merge tables to create a new master table, including Sentiment information
  • Assign numerical values (1-5) to the query answers using a conditional column, considering the sentiment

2. Create a Power BI Desktop table with the following measures:

  • Positive, Neutral, and Negative Counts. (Note: Neutral values are to be split into two to diverge across the y-axis, and Negative Count will have a negative value)
  • Create a Total value that applies to each query using the ALLEXCEPT filter to enable % calculations for each query group
  • Calculate % Scores for Positive, Neutral, and Negative Values using the DIVIDE function
  • Formulate an NPS Score as (100 * [Positive Score] + [Negative Score])
  • Create a Rank Calculation to order the bar chart and NPS by the NPS score

3. Visualize in Power BI: Click Here for Live Interactive Dashboard

visualization week41