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Analysing Surveys with MAXQDA Video Tutorial

  • Transcript

    In this video tutorial, we will show you how to analyze survey data with MAXQDA, including responses to open-ended and closed-ended questions.

    To analyze the survey data in MAXQDA, we must first import it correctly. We have three options for this: We can import the data from an Excel table, import survey data directly from our SurveyMonkey account, or import SPSS files into MAXQDA, in case we have worked with purely quantitative data.

    If we import the survey data from an Excel table into MAXQDA, the Excel table must have the following format: In the header row of the first column, there is the ID or name of the respondent. The header rows of the other columns are named after the questions. If we want to assign the individual respondents or cases to specific document groups, we can also do this via an additional column with the title “Document Group”. We can now import the formatted Excel file directly into MAXQDA. This will create a separate document for each person in the dataset. Here at the top, we can specify which column contains the information for the document group and the document name. There are two options for handling the answers: The answer can be added to the document as text and automatically coded with the question, which is usually desirable for open-ended questions and enables further qualitative analysis of the data. Or the answer is imported as a document variable, for example, if it concerns the age or place of residence of a respondent. This data can then be used to group and filter for further mixed-methods functions and statistical analyses.

    We now determine the variable type for the variables. MAXQDA makes suggestions based on the data here. After clicking “OK”, the Excel table is now imported. In the document system, the individual cases can now be found as separate documents. If I open a document, I see the answers to the open-ended questions as text, coded with the question itself. And a new code was created in the code system for each question with open-ended answers.

    The standardized answers are found as variables and can be displayed and edited in the Data Editor for Document Variables.

    We can now analyze our imported survey by clicking the “Analyze” button next to the survey in the document window. Alternatively, we can click “Analyze Survey Data” in the “Analysis” window and then drag one of the codes for the answers into this window and click “OK”. In this window, our questions are displayed on the left, the codes on the right, and, in the case of open-ended questions, the respective answers to the selected question in the middle. We can also use this button to display the remaining codes in our code system. We can adapt the code system throughout the analysis process. We can search for keywords in the answers using the search function and autocode them, autocode using a dictionary, or use existing codes from the code system to differentiate the overarching codes of the questions with subcodes. All changes are also saved immediately as codings in our MAXQDA project. So we can interrupt and resume our work at any time. Furthermore, we can write comments in the comment column for individual segments, in which we can, for example, summarize long answers or record ideas and notes.

    Using this button here, we can also have the sentiment of the respective answer evaluated. This automatically assesses whether content is to be classified as negative, neutral, or positive. The survey responses can then be autocoded according to their sentiment. MAXQDA uses a lexicon to determine sentiment, which contains a sentiment for each registered word. This value is negative for negatively connoted words, close to zero for neutral words, and positive for positively connoted words.

    If we click on a quantitative, i.e., a closed-ended question, statistical information and visualizations for this variable will be displayed in the middle of the Survey Analysis Workspace. By default, we are initially shown diagrams, but we can also switch to a list view here. We can customize the design of the diagrams here at the top and, for example, change the diagram type and assign a new color scheme. And, of course, we can easily export both the diagrams and the tables.

Summary

In this comprehensive tutorial, we demonstrate how to effectively analyze survey data in MAXQDA, covering both open-ended and closed-ended questions. To begin, MAXQDA offers three import methods: Excel tables, direct integration with SurveyMonkey, or SPSS files. When importing from Excel, the data must be structured with respondent IDs in the first column and questions as headers. You can also use a "Document Group" column to organize cases. Upon import, MAXQDA creates a separate document for each respondent, offering two handling options: text answers for qualitative analysis or variables for statistical filtering.

For open-ended questions, answers are imported as text and automatically coded with the question title, creating a new code in the code system for each question. Closed-ended responses are stored as document variables, accessible via the Data Editor. To start the analysis, you can click the "Analyze" button next to the survey or use the "Analyze Survey Data" workspace. This interface displays questions on the left, codes on the right, and answers in the center. MAXQDA allows you to refine your code system dynamically by adding subcodes, searching for keywords, or using dictionaries for automatic coding. All changes are saved instantly, enabling you to pause and resume work seamlessly. You can also add comments to specific segments to summarize long answers or record insights.

A standout feature is the sentiment analysis tool, which evaluates the emotional tone of responses. MAXQDA uses a built-in lexicon to classify content as negative, neutral, or positive, automatically assigning sentiment codes based on word connotations. This allows for rapid identification of overall public opinion or customer satisfaction levels.

For quantitative data, clicking on a closed-ended question generates immediate statistical visualizations. The workspace displays default diagrams, which can be customized by changing chart types, color schemes, and layouts. You can also switch to a list view for detailed numerical inspection. Both the diagrams and data tables can be easily exported for reporting purposes. By combining qualitative coding with quantitative visualization, MAXQDA provides a powerful mixed-methods environment for survey analysis. We wish you great success in uncovering valuable insights from your survey data using MAXQDA.

Credits: MAXQDA

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