You can change the look and feel of Protobi to fit your project by setting your own custom CSS style properties. This requires familiarity with cascading style sheets (CSS) and a little patience. But by doing so, you can yield a deliverable that matches your brand. Logo and splash images The first customization you'll want to make is set the splash ...

Let's say your study asked respondents to provide text answers to an open ended question: The answers are too long to read in one line, and there are too many to show in one bar chart. Word clouds can be a simple and whimsical way to quickly convey the gist of the answers. Create a word cloud To turn responses in an element into a word cloud press t...

Protobi's primary bar chart is designed to compare subsets of respondents, but sometimes you need to compare respondents to themselves. Consider the following: are they more likely to choose this answer than other answers are they more likely to answer yes to this answer than other questions Then again, maybe you just want to align a grid of questio...

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You can permanently limit elements to a given subset of respondents by applying the current scenario as a filter. This is particularly useful to represent skip logic, where a question may apply only to a subset of respondents. Example For example this survey asks respondents for their specialty in S1. The survey has a skip pattern where S2 is only a...

Let's say your survey asked for quantities in absolute counts. But now you want the option to report them as percentages. This tutorial demonstrates how you can do just that, and correctly preserve percentages, frequencies and averages. Example Here, we have two questions: S8: How many patients do you treat for Condition X? Q2: How many of those pat...

Transcript See survey responses in multiple languages and different character sets. Here we have respondents country of origin and their native language. Translate element titles, values, and formats within Protobi using Google translate. Select the element, and from the toolbar select the Advanced button, then "Translate". For this example, we'll t...

Grant access Users have Admin privileges to projects they create. You can grant clients and colleagues access to view or edit the project.  Press the settings gear on your project's baseball card: Or if you have the project open, there's a trigram icon in the upper right has a shortcut to “Project settings."  Project settings: Permissions Once you a...

You can sign into Protobi using your email or with Google. Your Protobi account is automatically created when you first sign. We use your email address to identify your account, identify your assigned projects, and to contact you.  Sign in by email Enter your email address and you will receive an email with a one-time sign-in link and a login token....

Protobi uses the label "[NA]" to represent missing values.  This acronym can be interpreted as "Not available," "Not applicable," or "No answer."    For some analyses it may make more sense to ignore missing values and consider only respondents who actually answered the question.  The [NA] button in the toolbar toggles whether missing values are sho...

A TopBoxTornado plot is a concise way to present top-box scores, and rate multiple items on Likert-type scales. Market research surveys often ask respondents to rate multiple items e.g., "How much do you agree with the following statements?" The response scale could be 5-, 7-, 10- or 11-point scales. An effective way to present the results is to loo...

Protobi automatically bins numeric variables into ranges when you create a project and you can edit the bins to reflect your analysis goals. "Round by..." dialogue Press the context menu icon and select "Round by...". This dialogue will pop up: You can group data into the following options: Auto — Auto-rounds based on the standard deviation Log — Us...

Get data out of Protobi by exporting elements to PowerPoint or Excel. Select the elements or groups, then press the Export button on the toolbar. From the dropdown menu choose the export format.  Protobi exports to PowerPoint as editable charts and to Excel as tables or raw respondent leve data.  Export to PowerPoint You can export to Protobi's defa...

Many surveys have questions, like "For each of the following..." or "Check all that apply...". When you export to SPSS survey engines combine the text for each individual question with the text instructions for the question group.  In q5 there are a series of questions  q5a, q5b, q5c, and q5d. Each share the common title text "In your opinion, in AM...

Protobi has a library of Javascript functions that can be accessed in various settings: via the developer console in precalculate in an async data process in custom charts.   Below is a list of functions you can call:...

Transcript There are many ways to export data from Protobi into your presentation. Select one or more charts and press the Export button from the toolbar, or select Shift + X + P to export to PowerPoint. Export to PowerPoint to see your data in native, editable charts in PowerPoint. Export to Excel to see your data as tables. Tables with percentages...

There are instances that you might be programming in languages other than JavaScript in Protobi. In particular: writing HTML code in custom charts writing SQL code in data processing while in Protobi SQL We utilize Embedded JavaScript in these instances to allow the creation of content with dynamic values.   Embedded JavaScript In short, anything th...

In Protobi you can create a filter that applies to every element by pressing on any value. We call these current filters. Filters allows you to see how respondents who answered one question also answered other questions. They are applied globally, meaning if you filter anywhere you filter everywhere. In this tutorial, we will demonstrate how you can...

Market research surveys often ask respondents to rank treatments, therapies and different concepts. We can display these ranking questions in Protobi. In this example respondents were asked to rank ten different concepts from best (1) to worst (10). The image below shows distribution of ranks for two of the ten concepts: To display all the rankings ...

Specify a custom PowerPoint template so that Protobi exports charts into your presentation.  Export charts into a blank template that has your colors, fonts and branding or export into a polished deck and just update the data in the existing charts. Upload a template The first step is to upload a template to your project.   Go to the project setting...

Part of the fun of Protobi is showing clients a project view that is customized with your colors and brand — or better yet, theirs.  There are few ways to use colors in Protobi:  Custom color themes for charts Element icon colors to organize the survey Set chart colors To set colors, click on the element icon . Choose "Color..." from the context men...

Edit projects details and add branding with a project logo and splash image.   Name:  Project name that will be listed under your “My projects” page. Brief title: A shorter version of the project name that is used as the label for the browser tab. Description:  A few sentences about the project. Logo: A URL for the image that appears in the upper le...

Transcript Numbers are binned into ranges automatically. Question S8 asks how many patients the respondent treats a month. You can change the bins by selecting "Round by..." from the context menu and entering your custom rounding. Press ok....

Sometimes your data has outliers. Trimming and Winsorizing are two ways to mitigate the effect of extreme values on your analysis. "Trimming" data excludes the outlier values from your analysis. "Winsorizing" retains the responses in your basis, but caps numeric outliers so they fall at the edge of the main distribution. A common request is to eithe...

Survey data sometimes has multiple answers combined into single strings with a delimiter. For instance, the Data Visualization Survey by Elijah Meeks asks respondents who they consider to be a thought leader. Example This was elicited as a multiple response section. But, the data shows the multiple responses catenated with a semicolon: We might wish...

Transcript Welcome to Protobi. Learn how to organize, explore and visualize your data. Getting started is simple, login or sign up using your preferred email address. Once signed in, you can see a dashboard of your existing projects as well as create new projects. We can create a new project by uploading an SPSS or CSV data file to the "New Project"...

Protobi allows you to calculate a value for a group based on its children elements by defining a Transform. "Transform..." is different from "Compact to..." in that it calculates a new aggregate value for the parent group rather than showing summary statistics for each child element. Transform to sum Your survey might have a question where you ask r...

Drag + drop elements in Protobi to change the order of questions or create different views of the same question.  When your drag + drop a dialog with three options pops up: Move - Puts the element in a new spot. Mirror (copy by reference) - References the same element in multiple spots. Edits to the element in one spot will apply to it everywhere. C...

When projects are imported from the SPSS file the questions can have a format that looks like this:  Placing the numbers in the front instead of the back can make the information more readable and visually appealing.  7 point scale There are a few ways to do this, you can either edit the format for any question, or use the console. The following cod...

Keep track of your changes As you work, Protobi keeps track of all your changes. Each time the project is saved, that version is stored in history on the server with a timestamp. Even before saves, each time a change is made, that version is saved in the local history of your browser. And even if the browser is closed without saving, when you re-ope...

You can create a Venn diagram for a multiple-response element or a compact group. If there are more than three items, Protobi will seek a reasonable approximation. Example In this example, respondents were asked what device(s) they owned in a check-all-that-apply question: Venn diagrams also work with individual elements that can have multiple value...

Users can use Protobi to plot respondent locations on interactive Google Maps, with icons, heat map, and tooltips that are customizable. For this example we'll use the 2016 Hacker News Developer Salary Survey with data provided by Data.world. This dataset is already geocoded with latitude and longitude for many (but not all) respondents. Creating yo...

Sankey diagrams are sometimes useful to show the relationship between discrete variables. Applications include progression of therapy, customer conversion, or almost any crosstab. Here's how to create and customize them in Protobi.  The above chart shows the relationship between two discrete questions, Q1(happiness) and Q1 (health). Flow diagrams fr...

Protobi has a feature to condense multiple columns of text open-end data into a single distribution. This is useful when the survey provided multiple text-boxes to enter open-ends for one question, or the survey asked a series of open-end questions and you would like to analyze the responses together.  For example, the question below asks about thre...

Transcript Q7 is a text open-end. You can search text responses for fragments like "good" or "interesting". You can enter pipes to select values that mention "good" or "interesting".  Click "apply" and we can see the responses of people who mentioned "good" or "interesting" only. ...

Transcript Questions S10 is a "check all that apply" question. Protobi shows just percent true by default. You can press the triangle button to show a detailed description underneath. Question Q2 is a "numeric grid" that sums to 100. For these Protobi shows the mean by default. Again you can press the blue triangle to see a detailed description unde...

Transcript We can toggle percents and counts by pressing the %# button in the toolbar. Press again to toggle back....

Transcript Create a new Protobi project. Begin by clicking on "New Project" and select a CSV or SPSS file. For this example, we'll use the political survey from the Pew Research Center. Your project is now created, press "open" to see an initial, interactive view of all your data. Data is automatically grouped into a tree on the left under the secti...

Transcript Every question in your survey becomes an interactive chart. We can click to drill into S1, which asks respondent's their speciality. If we click on General Practitioners, we can see the N equals button in the toolbar is now "60" as well as green to indicate there are now current filters. Click on the N equals, we can see our current filte...

Global scenarios allow you to limit the entire project in order to consider a particular subset of respondents. Global scenarios limit all analysis including current and baseline filters. For instance, a project may define two scenarios, "Completes only" and "All respondents." This allows the analyst to focus on completes most of the time, and occas...

In this tutorial we explain how you can make changes to an element's chart using the "Chart type" dialog. For in-depth tutorials on particular chart topics try browsing through our Charts help category.  Change an element's chart type To customize the chart for any element, select "Chart type..." from the context menu.  You can choose the chart type...

Protobi lets you compact groups of variables to a concise view. This tutorial shows how you can compact different types of question groups: 1. numeric, 2. categorical and 3. checkbox values.  Numeric example In Q1 respondents enter percents across different conditions that sum to 100.  This is a lot of information to look at. You might want to see j...

Transcript NA means not asked, not answered, or not applicable. In S2, we can see that 60% of respondents are NA. For General Practitioners, it is 100% NA because it has not been asked. For nurses, it is 0 percent NA....

Transcript Create crosstabs by dragging on variable to another. Cell shading highlights significant differences. To uncross, we can drag S1 out of Q2.  Crosstab every variable in the survey by dragging it to the crosstab button in the toolbar. Select clear to uncross. ...

Transcript All charts in Protobi start as standard elements. Change chart types in Protobi by selecting the element's context menu and choosing "Chart Type...". Chart options in black are all possible chart types for the element you selected. In Q19 we ask health care professionals their prescription habits. From the context menu, select "Chart Type...

Your survey data might have one or more columns with date values. There are various ways you can parse and analyze dates in Protobi. For instance, most surveys have an interview completion date: Unless your data file identifies the column as date values, Protobi interprets date strings like any other string, and shows a distribution of the string va...

Comparing results to baseline Pressing on any value in Protobi creates a filter that applies to every element. This enables you to see how respondents who answered one question answered other questions. Press anywhere to filter everywhere. Protobi automatically compares every result to a baseline distribution so that you can immediately see importan...

Every feature of Protobi that can be accessed via the web user interface can also be accessed programmatically via the Protobi REST API.  Protobi is a rich client app, so all detailed GUI actions can also be done dynamically within the browser using the Protobi JavaScript API.pdf.  This tutorial describes REST API calls to the Protobi server. If you...

Protobi can call Google Translate so you can start reading and even recoding text verbatims right away.   Translation in Protobi uses Google Translate API, and works in most major browsers (not just Chrome).  It also uses Google Language Detection API so you can translate text from multiple languages and character sets at once. Translate with Protob...

Protobi allows you to weight data with respondent-level weights.   By default, Protobi counts each respondent equally. In practice we may need to weight some responses or respondents more than others. Why weight? A survey sample might not exactly match the population in some aspect. For instance, in a survey of 1000 consumers we collect a sample tha...

Missing values can represent a quantity that is actually known. This can occur with skip logic, where [NA] values might mean zero or a quantity from a prior answer. For example, a survey asked  "How many many energy packs did you purchased last week?" This question is asked only of respondents who indicated they made at least some purchase.    Here ...

Protobi supports simple search and filtering of text verbatims. The search filter appears when there are 10 or more distinct values. Example filters Try entering the following filters: able matches any element containing the string 'able' able$ matches any element ending with the string 'able' ^fa matches any string starting with 'fa' some|ful match...

Protobi R library Use Protobi R library to import/export data between R and Protobi. Survey datasets are never final, there's always some cleaning, reshaping, additional variables, to create, etc. While much, or even all, of this can be done in the Protobi app itself, if R is your preferred language you may prefer to work in R. This utility makes it...

A Protobi project is specified by a JSON (JavaScript Object Notation) syntax which defines what elements exist and how they should be displayed. The beauty is that you can see and edit the actual code that defines your Protobi project. JSON editor For any element or group, press the circle or square icon and select "Edit JSON...." to edit element pr...

By default, Protobi shows the distribution and sample size (aka "basis") for all elements and the mean for all numeric elements. For example the following shows a distribution and mean for S2., "How long you have you been in practice?" View stats But you can choose which summary statistics you want to see for any question. Select the circle or squar...

This tutorial shows how to create a Van Westendorp price sensitivity chart in Protobi by using the cumulative line chart: Background The Van Westendorp Price Sensitivity Meter (PSM) is used in market research to summarize stated consumer price preferences. This analysis allows product managers to see the intersection between prices customers say are...

The Scenarios button allows you to save the current filters as a named scenario, so it is easy to return to it for analysis.  For example: different specialties different waves combinations of different elements (e.g., country = US + specialty = IM/GP) By using scenarios, you can quickly change your current filter without leaving the tab that you ar...