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Export a coding workbook

Source: R/07_01_open_ended_coding_export_coding.R
export_coding.Rd

This function creates an Excel-based coding workbook for open-ended survey questions.

  • To export a workbook for a single variable, set x = var.

  • To export for multiple variables at once, provide a vector, e.g., x = c(var1, var2, var3).

  • Optionally, you can include a filter variable that will appear in the workbook for easier sorting or filtering.

Usage

export_coding(data, x, path = "Data", id_var, filter = NULL)

Arguments

data

A data frame containing the survey responses. Must include a respondent ID (id_var) column and the variables specified in x.

x

A single variable or multiple variables specifying the open-ended question(s) to export.

path

File path where the workbook(s) will be saved. Defaults to "Data".

id_var

ID variable in the dataset.

filter

(Optional) A single variable used to group or filter responses in the exported workbook.

Value

One or more Excel workbooks saved to the specified path.

Details

Each workbook includes:

  • A Coding Workbook sheet containing responses, along with columns for codes and bins.

  • A Codes sheet pre-populated with standard codes (97 = Other, 98 = None, 99 = Don't know) and space for custom codes.

The workbook also includes Excel formulas for bin lookups, counts, and percentages, with conditional formatting to highlight invalid codes.

NOTE: The formula in cell D2 of the first sheet must be filled down to the end of the column. Populating the formula programmatically in R causes Excel to slow down.

Examples

# Export coding workbook for Q5
export_coding(data = survey_data, x = Q5)
#> Error: These packages are required but not installed: tidyselect, dplyr, openxlsx

# Export separate coding workbooks for Q5 and Q6
export_coding(data = survey_data, x = c(Q5, Q6))
#> Error: These packages are required but not installed: tidyselect, dplyr, openxlsx