Automation

How to automate PowerPoint charts from Excel Cross-tabs

Market researchers often rely on PowerPoint reports to present their survey findings. However, the process of transforming Excel cross-tabs into visually engaging visualizations for these reports can be challenging.

The Old Manual Process

Traditionally, professionals followed a cumbersome process to create PowerPoint charts from Excel cross-tabulation tables:

  1. Prepare data in Excel, conducting calculations and organizing the information.
  2. Design individual charts in Excel, adjusting formatting and labels.
  3. Copy each chart from Excel to PowerPoint slides.
  4. Repeat the process for each chart, ensuring consistency in design and data accuracy.

This manual approach is not only time-consuming but also prone to errors, hindering productivity and delaying crucial insights.

The Automated Report Solution

Picture a more efficient method:

  1. Upload a raw data file (such as SPSS .sav format or Excel) to a reporting tool.
  2. Select a report template with preferred visualizations for different types of questions.
  3. Download a report in your PowerPoint design with visualizations of all your data.

Leading PowerPoint reporting tools in the market today offer this streamlined process, eliminating the need for manual chart creation.

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Consider changing survey tool

In fact, the process can be further streamlined. By opting for a professional-grade survey tool, you can automate the generation of PowerPoint reports complete with charts and analysis. This eliminates the need for exporting and importing data to a separate reporting tool. Additionally, with this solution, updated PowerPoint reports can be conveniently downloaded in real-time, even during fieldwork.

Look for tools offering functions for common survey analysis needs such as:

  • Weighting
  • Significance tests
  • Correlation analysis
  • Calculation of averages, Top2Box, NPS, and 0-100 converted averages
  • AI analysis of open-ended responses/verbatim
  • Creation of cross-tabs
  • Generation of native PowerPoint charts in your desired design template
  • Visual subgroup comparisons
  • AI analysis of subgroup differences

By embracing these alternatives, researchers can enhance their efficiency and effectiveness in survey data analysis and reporting.