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Data Literacy & Self-Service Analytics Survey Template

Measure data literacy and self-service analytics and BI adoption. Uncover confidence gaps, blockers, and training needs to strengthen your data-driven culture.

What's Included

AI-Powered Questions

Intelligent follow-up questions based on responses

Automated Analysis

Real-time sentiment and insight detection

Smart Distribution

Target the right audience automatically

Detailed Reports

Comprehensive insights and recommendations

Sample Survey Items

Q1
Dropdown
In the last 4 weeks, how often did you analyze or use data for your role?
  • Several times a day
  • About once per day
  • A few times per week
  • About once per week
  • Less than once per week
  • Did not use data in the last 4 weeks
Q2
Numeric
Approximately how many minutes did you spend last week finding, preparing, or cleaning data for routine tasks?
Accepts a numeric value
Whole numbers only
Q3
Rating
How easy is it to find the right dataset or dashboard when you need it?
Scale: 10 (star)
Min: Very hardMax: Very easy
Q4
Multiple Choice
Which tools did you use in the last 30 days to explore or report data? Select all that apply.
  • Spreadsheets (Excel, Google Sheets)
  • BI dashboards (Tableau, Power BI, Looker)
  • Product analytics (Amplitude, Mixpanel)
  • SQL tools (e.g., Snowflake/BigQuery clients)
  • Notebooks (Jupyter, RStudio)
  • Data catalog or lineage tool
  • CRM or marketing analytics
  • Visualization builders (Looker Studio, Data Studio)
  • Other tool
Q5
Matrix
For each task, how would you rate your current ability?
RowsCannot doNeed helpCan do with effortComfortableCould teach others
Filter and slice a dashboard to answer a question•••••
Build a basic chart from a dataset•••••
Create a calculated field or formula•••••
Join or merge two data sources•••••
Write a simple SQL query or use a query builder•••••
Define or select the right KPI for a task•••••
Set up a cohort or segment for analysis•••••
Q6
Ranking
Rank the following by how much they limit your use of data (top = biggest limiter).
Drag to order (top = most important)
  1. Limited tool access or permissions
  2. Unclear metric definitions
  3. Tool complexity or steep learning curve
  4. Data quality or freshness issues
  5. Not enough time
  6. Not sure where to start
  7. Worried about making a mistake
Q7
Opinion Scale
How easy is it to find clear definitions for key metrics?
Range: 1 – 10
Min: Very difficultMax: Very easy
Q8
Multiple Choice
How clear are the data governance and privacy expectations for your role?
  • Very unclear
  • Somewhat unclear
  • Neither clear nor unclear
  • Somewhat clear
  • Very clear
Q9
Constant Sum
Allocate 100 points to the support that would help you most.
Total must equal 100
  • Live training or workshops
  • Office hours with the data team
  • How-to guides and documentation
  • Templates or prebuilt dashboards
  • Improved data catalog or search
  • Faster or more reliable data refreshes
  • Streamlined access or permissions
Min per option: 0Whole numbers only
Q10
Multiple Choice
Attention check: To confirm you are paying attention, please select "I am paying attention."
  • I am paying attention
  • I am not paying attention
  • Prefer not to say
Q11
Opinion Scale
How confident are you using self-serve analytics to answer work questions today?
Range: 1 – 10
Min: Not at all confidentMid: Moderately confidentMax: Extremely confident
Q12
Opinion Scale
In the last 30 days, I trusted the data I used to be accurate.
Range: 1 – 10
Min: Strongly disagreeMid: Neither agree nor disagreeMax: Strongly agree
Q13
Long Text
Anything else about data skills or self-serve tools we should know? (Optional)
Max 600 chars
Q14
Dropdown
Which best describes your primary role or function?
  • Engineering
  • Product Management
  • Design or UX
  • Marketing
  • Sales
  • Customer Success or Support
  • Operations
  • Finance
  • HR or People
  • IT or Security
Q15
Dropdown
How long have you been at the company?
  • Less than 6 months
  • 6–12 months
  • 1–2 years
  • 3–5 years
  • More than 5 years
Q16
Dropdown
Where are you primarily located?
  • Americas
  • EMEA
  • APAC
  • Multiple regions
  • Prefer not to say
Q17
Dropdown
Are you a people manager?
  • Yes
  • No
  • Prefer not to say
Q18
Opinion Scale
How would you rate your overall data proficiency?
Range: 1 – 10
Min: NoviceMax: Expert
Q19
Long Text
Any other feedback or examples you’d like to share? (Optional)
Max 600 chars
Q20
AI Interview
AI Interview: 2 Follow-up Questions on your data use and self-serve analytics
AI InterviewLength: 2Personality: Expert InterviewerMode: Fast
Q21
Chat Message
Thanks for completing the survey! Your input will help us improve data enablement and self-serve analytics.

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