Tableau Integration

In this article
Setting Up an Extract
Applying Filters to an Extract

SurveyMonkey's Tableau integration lets you set up an extract to export survey responses and quiz results to Tableau Desktop using a Web Data Connector. You need Tableau Desktop version 10.1.6 or greater to use this integration.

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Setting Up an Extract

From within the Tableau integration, click New Extract.
Find the survey you want to export responses from and click on the row.
Click on the URL to copy the link for the extract into Tableau Desktop using the Web Data Connector. You'll be prompted to login to your SurveyMonkey account.
Choose which fields to include in the data extract and/or select fields to transpose.
Select Filter if you want to filter which survey responses are included.
Click Import Responses to create your connection and pull in columns. Then click Update to pull in responses.

Applying Filters to an Extract

While creating a new extract or reviewing an existing one, you can filter the extract if you want to include only certain kinds of responses.

You can filter extracts by collector, status, or metadata.

Collector: Choose the collectors you want to include in your extract.
Status: Choose the response statuses to include in your extract.
Metadata: Enter or define the respondent metadata associated with responses to include in your extract, like responses that took longer than a minute or from a particular IP Address.

How you sent your survey (the collector type) and the collector settings determine the metadata that's recorded with responses. For example, we don't record most fields if you've turned on Anonymous Responses.

SurveyMonkey for Salesforce: Managed Package

SurveyMonkey for Salesforce: Lightning Flows and Components

Getting Started with SurveyMonkey for Salesforce

SurveyMonkey

Tableau Integration

Setting Up an Extract

Applying Filters to an Extract

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