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Extract common text from titles
You can reduce the text for a group of related elements with the same question prompt by extracting the common text. Press the group and choose "Extract common text" from the "Advanced" button. The extracted text is placed in the group element title. This is animated GIF, for more details see the Extract common text tutorial....
0 min reading timeBlank titles in compact groups
You might encounter elements where the title appears blank when the group is compact. Typically, this element has a less than sign in the title, which is causing the title to appear blank. The greater than and less than signs are special characters in HTML. If we write them as > for greater than and < for less than then it will not aff...
0 min reading timeLearning with Protobi tutorials
Welcome to our knowledge base! You can search for answers, browse our articles, or follow this content checklist to learn Protobi. Our tutorials are divided into 7 article based sections. We suggest new users start by going through all the topics in "New to Protobi?" Below is a table of contents you can use to keep track of your self-study progress....
1 min reading timeShow N size for a group of elements
In compacted groups, N sizes aren't visible unless you press the triangles next to child elements. However there is a way to show an N size for a parent group, (e.g. Q2), by telling it where to source an N size from. 1. In Q2's context menu choose "More properties...". From there, change type from "empty" to "default. 2. Choose a child element fro...
0 min reading timeProtobi's order of operations
The order of operations in Protobi, sometimes called the calculation pipeline, is the order for formatting raw data from a data file into a neat distribution you see within an element. Note: for most elements, you will not need to apply every attribute from the calculation pipeline. Refer to How elements get their data: field, element and transform...
1 min reading timeHide tabs from view users
Hide any group or element from users who don't have Edit or Admin access by using the "editorOnly" attribute. The difference between using "editorOnly" and hiding a group is that Editors and Admins can still see and edit the tabs. Those with View access will not be able to see the tabs. ...
0 min reading timeCreate a new project
Begin by going to "My projects" and pressing on +New project… Upload survey data +New project will take you to the page below. Drop your data file onto the tile, or click the dotted box to upload a file (CSV or SPSS). Schedule a session Press "Schedule a session" to be view the project support calendar. Choose a date and time for an initial work ...
1 min reading time"is," "or," and "not" queries
Transcript Here we'll show the different types of queries one could make using Protobi. The simplest is to say a vehicle "is" automobile click on automobile, or "is" truck. Click again to clear the finding. We can select more than one value by holding down the Option/Alt key. For instance, the vehicle MPG is 10-15 miles per gallon, or 15-20, or 20-2...
0 min reading timeTroubleshooting
I am unable to save changes to my project Answer If you are unable to save changes to your project, it is likely you were signed out of Protobi. Signing back into Protobi should allow you to save changes again. Without closing the open project, open a new tab and go to https://app.protobi.com/login. See sign into Protobi. I am unable to drag and dr...
0 min reading timeCondense text verbatims video
See Condense text verbatims article for more information....
0 min reading timeInclude a response in multiple codes
Press "Recode..." in the context menu. Search and shift + drag to new code button. The button will turn green when you drop the values. This also works when dropping values into existing codes. It will copy (rather than move) the uncoded values over into the coded category. This way responses that fall into multiple categories (i.e., GOOD, REUSABLE,...
0 min reading timeCombine data from multiple projects
We can Combine data using a simple process when all the data we need is housed within one project space. However, to combine data tables that are in separate projects or even non-Protobi sources we use an asynchronous data process. This is applicable when merging external data, and operating on results of other processes or data in other projects. ...
2 min reading timeSave charts as preset templates
Add charts to the gallery as templates and you can apply the same settings to any chart. Add to the chart gallery You can create a new chart gallery template by setting the chartType, and chartOptions exactly as you want on any element or group. Once you have everything set the way you like, open the editor panel and press the "Add this to gallery"...
0 min reading timeProject properties
The Project properties dialog shows you options that are set globally. To open the Project properties dialog, press the trigram in the top left corner of the tabs (seen below). P-value for sig tests: Change the P-value for significance tests Toolbar position: Adjust the position of the toolbar Crosstab significance tests: Choose between pairwise and...
0 min reading timeExport data from a project
To export data out of Protobi, click the export button on the toolbar. Choose an export format. See related Exporting data...
0 min reading timeUse alternative values to calculate summary statistics
In the format dialog, there is a column "Mean" where you can enter alternative values. These "Mean" values override original values when calculating summary statistics. Let's take a look at two situations where this feature would be applicable. Use alternative values to calculate summary statistics for questions with: Qualitative response categories...
0 min reading timeUse JavaScript to process data
You can make programatic changes to your survey data by adding code to your project to process data. There are two ways to add code to your project, either in pre-calculate which run each time you open the project or in a static data process that you run manually. For small modifications, pre-calculate is a good place to start. It's suitable for sm...
2 min reading timeTips to design neat and engaging projects
The fun of Protobi is to easily explore survey responses even when the surveys themselves were complex to design and field. Whether your project is to share with your end clients or for your team only, here are a few tips to design views that are easy to navigate and easy on the eyes. Add an introduction Professional surveys can collect a lot of da...
2 min reading timeUse slide layout to build your report
With Protobi's new slide layout, you can start building your report within the project view. Slide layout let's you arrange elements like a PowerPoint slide. Slide layout To access slide layout press on the element's context menu and choose "Chart Type...". From the chart type dialog choose "slide". The element (Q3) is still editable like element...
0 min reading timeHow Protobi rounds percents and raw numbers
Rounding percents Protobi rounds using the following method which covers a lot of cases where rounding errors occur due to the limited precision of binary arithmetic. Protobi rounds to 6 decimals places first, then to your desired precision. In binary arithmetic 6/40 + 7/40 = 0.32499999999999996. This result rounds to 32% when shown as an integer p...
1 min reading timeRecode dialog
The "Recode..." dialog is a useful tool for coding text verbatims. However, there are other practical use cases for the "Recode..." tool. You can use the tool to: Recode values to subsets Recode values to [NA] Recode values to subsets The "Recode..." tool is useful to define and analyze new segmentations of the data. For instance, you can clone an ...
0 min reading timeTransform a group into its compact values
Protobi's "Compact" transform allows you to transform a group of elements into a single element with multiple response values. This works with discrete values like 1 or [6,7] but doesn't work with means. This works with any group that is compacted to set of "top-box" scores, but the most common uses are: Combining checkboxes into a single list ...
1 min reading timeCreate custom charts
You can use HTML and Markdown to build custom visuals in Protobi. In this tutorial we will show how to create simple custom charts, including the above graphic. Simple example with HTML 1. Create a new element 2. From the JSON editor, set the chartType to "BasicElement". Each custom chart starts with steps 1 and 2. 3. Open the HTML content edit...
3 min reading timeClone an element within the same tab
Press on the element you want to clone, go to the advanced button and choose clone. See related Move, mirror, clone...
0 min reading timeAdd a new tab
Press the "+" tab at the top of the page. Enter a name for the new tab and press "ok"....
0 min reading timeMultiply your chart by a banner value
The "multiples" feature generates different versions of the same chart using the banner element as filters. For example we can use Region as a multiples banner on Q19. The result is one chart for every region subset. How to create multiples Drag + shift + drop Drag the banner to the chart you want to multiply and press shift before you drop the ba...
0 min reading timeSet project language
There are a couple areas in Protobi where you may want to change the language: User interface (toolbar buttons, menus, editor panel, notifications, etc.) Question elements: Title: The question text from the survey file, or manually edited Values: The raw values as seen in the survey data file Formats: The labels used for display You can set the appl...
1 min reading timeHow elements get their data: field, element and transform
In this article we show how elements get their data values and the different attributes you can edit to change an element's data source. Initial data values By default each element looks for a data column with a column name equal to the key of the element. For instance, element Q1 will get is data from data column Q1. Field You can specify a differe...
1 min reading timeStack survey data loops
Programmatically stack survey data loops (e.g. patient cases) by adding the code below as a project data process. Data process code The example code below selectively stacks looped data. Modify the stacked_elements to specify the looped data columns (minus the suffice that represents the loop) in the survey. Also adjust the conditional statements an...
1 min reading timeSet project default to not show NA
Copy and paste the code below in "Pre-calculate." Hit save. Your project will now open with [NA] not showing by default. Typically, the Protobi default is to "showMissing" : true. The code sets showMissing to be false on opening of the project. if (typeof protobi !== 'undefined') { protobi.viewModel.set({'showMissing': false}) } return rows;...
0 min reading timeCheck for straight-liners with standard deviation
There are different methods to check for outliers or low quality data in survey responses. Protobi even has a QC tool that helps you flag respondents based on pre-set conditions like straight-lining. However, there are some quality checks that are more complex and are better written out in data process. One example is using standard deviation to che...
1 min reading timeOrganize the data view
Transcript Protobi lets you neatly organize your data. To hide an element or a group, select it and then press the advanced button and select “hide”. Then press “ok”. To unhide an element, select the element in the tree and press the advanced button and select “unhide”. You can also use the keyboard shortcut SHIFT + D to hide and unhide. Hid...
1 min reading timeBasic project setup
Users can Create new projects and do basic project setup on their own to start exploring their data right away. Follow these basic setup tutorials to organize your project into a neat view: Project overview and branding Autogroup to organize elements Group questions together into sections that reflect the survey Move, mirror, and clone elements Edit...
0 min reading timeBasic navigation in Protobi
When you open a Protobi project you see how the app displays data in an interactive view. This tutorial shows some functions of Protobi associated with basic navigation. To see a demo project, check out the Example Pharma Survey. Navigation components: Tabs (top level groups/elements) with each question appearing as an interactive chart A tree wit...
2 min reading timeChange sections to a tab view
Press on the context menu for the group and choose "Chart type...." There is a tabs option. Each question from the group will be on its own tab. ...
0 min reading timeAdd a project intro
An intro element at the beginning of a project has visual appeal, and informs the user about the study. 1. To add an intro element, go to the "More properties..." dialog for the group (e.g. Screener). Reference a new item "Intro" as the first item in the "children" attribute. The element will initially appear empty: 2. To add images and text, open...
1 min reading timeAdjust decimals shown
Frequency values Press on the trigram left of the tabs. With the project properties dialog open, you can adjust decimals for percents or counts (if applicable). Note: Decimals for percents/counts only determines decimals for frequencies. If you have a group that is compacted to "mean" use valueFormat. Statistic values In groups that are compacted to...
0 min reading timeCreate and export stylized crosstab tables
Create a stylized crosstab table Create the online table view Add a new tab to your project. You can give it any name. In this example, the tab is “supertable_questions”. In the JSON editor set the chartType to "SuperTable": After setting chartType: Drag the questions you want to include in the table into the grey box labeled "Add stubs...". Drag th...
1 min reading timeProtobi quick-start tutorial (slides)
The quick-start tutorial is a brief PowerPoint introduction to Protobi. It is an initial view of the app's capabilities that prepares users to explore on their own. For an end user, it is a cursory rundown of the Protobi app that serves as a self-study guide. For trainers, it can be treated as a teaching resource-- which is how we often use this d...
0 min reading timeCopy an element into a different tab
Press on the desired element and drag it into the tab (or within the tree). There will be a mirror option and a clone option. See related Copy or clone...
0 min reading timeTemper market share data
Respondents can overstate behavior changes in an anticipated future share distribution when one or more new products offered. In this tutorial we demonstrate how a scale question can be used to adjust overstated market share distributions in an exercise called "tempering". In this example, we use a data process to calculate a tempered share by reduc...
3 min reading timeRecode text for analysis
See Code text verbatims article for more information....
0 min reading timeExclude zero values from stats
Below we have a question, Q1, where 5% of respondents answered "0". For analysis, you may want to exclude zero values in summary statistics like "Mean". One way to exclude zero values is to recode them to [NA]. From the element's context menu select "Recode..." to bring up the recode dialog: From here you can filter, select and drag responses to ex...
0 min reading timeUpload new data into an existing project
Go to project settings, in the data tab drop or upload a CSV or SAV file into your primary data table. Update any dependent processes If your project has a data process (green square icon), and that process depends on a file you just refreshed, you may need to re-run the process. For more information see Update project data....
0 min reading timeEdit display keys and titles
Double press to change the element name or title and start typing. This also works for headline and foonotes. Or choose "More properties..." from the context menu and change the displaykey and title in the dialog. This is an animated GIF, please see Titles, display key, and footnotes for a more detailed tutorial....
0 min reading timeCreate a new element
Create a new data column Add a data process and include code that defines your new column. Below are two different examples, one to create a sum column and another to create a variable based off existing data. Example code rows.forEach(function(row) { //Create sum column row.Q2_sum = (+row.Q2_1) + (+row.Q2_2) + (+row.Q2_3) //Create varia...
0 min reading timeProject elements
Project elements is the aggregate JSON syntax for the entire project. Each element in your project has JSON (JavaScript Object Notation) syntax which defines how it should be displayed (i.e. formats, titles, chart type, etc). Under project elements you can see and edit the JSON for any element or group in the project. Find and replace Project ele...
0 min reading timeTips to save analysts time with Protobi
Protobi can help your team save time in analysis and provide new deliverables for your clients. Here are a few tips to save you time and get results to clients faster. 1. Number questions simply Protobi's Autogroup arranges questions alphanumerically, so use prefixes to suggest a structure.For instance, if your survey has sections like "Screener" ...
5 min reading timeStats tests for “statistical significance”
Protobi automatically runs stats tests to identify “statistically significant” differences in the standard chart types: Baseline bar charts comparing the current scenario to the baseline scenario Crosstabs compare each column to either the Overall column (default) or to each other column (pairwise option) Current vs Baseline When you press to que...
1 min reading timeShow text that is cut off
In elements that contain long text, the default chart options may not allow for the full text to show. To show the full text, choose the chart option "wrap". Example In the below example, we see a standard chart with text that is cut off. Wrap chart text One way to make the full text show is to wrap the chart text. From the context menu open the "...
1 min reading timeRelease notes
Recent releases 2023.03.28 Protobi bug fixes: Fixed an issue that occurs in Safari browsers, where the scroll bar overlaps with the numbers in standard charts. The scrollbar no longer obscures the numbers in standard charts. 2023.03.21 Protobi bug fixes: Fixed an issue with duplicate labels in PowerPoint exports. Previously when a duplicate label ap...
1 min reading timeMore chart properties
Edit more properties The More properties dialog is within the Editor panel. You can also select the element and use the keyboard shortcut: SHIFT + E + P to open More properties. Select/deselect properties Theindicates that the property is selected. Press to deselect the property. Theindicates that the property is not selected. One press will reset ...
1 min reading timeImport a new data set
Transcript Import your own data set to create a new Protobi project. Sign in or sign out of Protobi with your email or openID. Once signed in, press "New Project" and select your SPSS or CSV data file. Your project is now created. Press "open" to see an initial, interactive view of your data. You data is automatically grouped into the tree on the le...
0 min reading timeProject settings
Each project has a settings page where you can perform different administrative tasks associated with that specific project. Within the project settings page are tabs. By default, the Project settings page is set on the "Overview" tab. Accessing page There are two ways you can get to a project's admin page. 1. In "My projects", find the project you ...
0 min reading timeReplace response values or characters
You can replace characters or entire response values by using the "replace" attribute in the JSON editor. Example This is particularly useful for instances where you want to replace a certain character, word or phrase throughout all response values. In the example below a � character appears throughout some of the response values. Sometimes when da...
0 min reading timeShow text, images and videos in your project
You can use HTML in Protobi elements to embed images and videos into a project. This can be useful when creating introduction pages for projects that will be shared with a client. You can also use this capability to insert visuals that the respondent was shown in the survey. There are many tutorials and resources on the web to learn HTML, here we'v...
1 min reading timeProtobi Web API
All routes accept session cookies and/ accept a Protobi API key as a query parameter, e.g. Rest API routes return JSON data. You can use these routes to script automatic data uploads or downloads within your client portal. Download PDF: Protobi Web API.pdf...
0 min reading timeProtobi Glossary
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A C D E F G J K M N P S T autogroup A feature of the advanced button that organizes elements into groups based on the name of the data column. children attribute An array (list) of c...
2 min reading timeNumeric variables with long-tail distributions
Protobi sets "Round by..." to auto which bins values into equal ranges. You can set "Round by..." to log for distributions with heavy tails. Learn more about the "Round by..." dialog in our "Bin numeric values" tutorial. Protobi automatically bins numeric variables into ranges. Numeric variables come in a few varieties: Constants (e.g. π = 3.141... ...
0 min reading timeResize charts
Press the element you want to resize. Adjust by clicking and dragging the dotted box that appears. ...
0 min reading timeCreate a crosstab
Press and drag an element to create a cross tab. Press the x to remove the crosstab See related Crosstabs...
0 min reading timeSeparate words in text verbatims
Press the element's context menu and choose more properties. Next to split enter where you want text to be split (at every space, comma, semicolon, etc.). Here, we entered a space: See related Splitting text responses...
0 min reading timeMove questions (elements)
Elements can be moved within the tree on the left. Yellow highlighting will indicate the new location. Elements can also be dragged from the tree into a desired tab. Note: Elements cannot be moved from a tab into the tree. See related Move, mirror, clone...
0 min reading timeComparing dates
Interpreting and comparing date values is surprisingly nuanced. There are many common date string formats, these formats vary by country, browsers differ in how they parse date strings, and they even consider the user’s time zone, so results may vary depending on when and where the date string was parsed. This article details some practical complexi...
3 min reading timeCompact set of questions
In the context menu choose "Compact to...." In the dialog choose the value you would like shown when group is compacted. We chose topbox [1,2]. 1- Very favorable 2- Mostly favorable. This is an animated GIF to see the full tutorial go to Compact to......
0 min reading timeSave project changes
Press the save button to apply edits to your project. Users should not edit simultaneously Changes do not automatically appear for all users that have a project open. When a user saves changes in a project, the bubble in the upper right corner will turn yellow. Everyone with the project open should reload their browser tab to see the updates. Otherw...
0 min reading timeEditor Panel
We just released a new feature that makes editing elements easier. This feature consolidates many of our existing dialogs into one Editor Panel: You're now able to apply many changes to an element at once, instead of editing one dialog at a time. The Editor Panel is accessible from every element by pressing on the gear on the right side of the heade...
0 min reading timeCopy titles from all children of one group to another
If you have a group of child elements that need title text, you can programmatically copy titles over from a different group that has the same titles. In the example below Q15v2's child elements are missing title text that Q14v2's children already have. The code below runs through an array and sets each element title by getting the title from a d...
0 min reading timeDisplay top box scores
Top box and bottom box scores are summary statistics that represent the sum of frequencies for multiple values. Often times top box scores are used in scale questions like the one below to summarize values into broader categories while still being able to view the entire distribution. Display top/bottom box scores Press on an element's context menu...
0 min reading timeDisplay text verbatims in grid-like chart
Protobi has features that help you analyze and display text verbatims, including one of our more recent additions, the "Verbatim" chartType. When you crosstab this chart it allows you to see the coded text verbatims and the raw open-ends that belong under each code. Set chartType as "Verbatim" This chartType is not yet available through the chartTy...
1 min reading timeHow to remove decimals from bins
Custom bins are lower-inclusive and you might see decimals in your ranges. Add the "epsilon" attribute To remove decimals is to add the "epsilon" attribute to the element's JSON. In mathematics epsilon represents an arbitrarily small quantity. Setting "epsilon" to 1 will remove any decimals from the binned ranges. The result:...
0 min reading timeSelect elements to export, group, etc...
Press once on the header area to select an element. Repeat to select multiple elements. To deselect an element, press on it again. An alternative is to press on the element's context menu icon, and choose "Select"....
0 min reading timeUse loops to write efficient JavaScript
The forEach loop method in Javascript iterates over the elements of an array and calls the provided function for each element in order. You can use forEach loops to avoid writing repetitive code in your data process. In data process, you might want to make the same type of change to many elements. For example, you might create sums across products f...
1 min reading timeGroup questions together
Select the questions that you want to group. Press "group" from the Advanced button. ...
0 min reading timeModify survey data
When analyzing your project you might find yourself wanting to make changes to the survey data. For instance you might want to: Filter or remove respondents Enter missing survey data This article shows two ways you can modify the survey data for a Protobi project. Let's take a look at an example where we want to enter missing survey data. For this ...
1 min reading timeSurvey data loops in Protobi
Surveys sometime contain "loops," sub-sections of the survey that are repeated several times. This is common in product concept testing and patient case reviews: What are survey data loops? Loops are a sequence of repeated instructions. For example, a survey might ask a physician to answer questions for three patient cases. The survey asks questions...
0 min reading timeCrosstabs
Create crosstabs in Protobi by dragging the label of one element onto another: Crosstab elements individually Drag + drop Drag one element (q1) to the heading of another (q2) to create a crosstab. The element you drag will define the columns (or "banner"), and the other will define the rows (or "stub"). Drop-down menu Press on the + sign on any ele...
1 min reading timeProject flow
TranscriptWelcome to your first Protobi project. Here's what to expect as project manager. You can create and set up a Protobi project yourself by uploading the survey and data online. Or just email us your survey and data at support@protobi.com , and we can do it for you. You'll immediately get an interactive view of your entire survey, and can beg...
0 min reading timeCluster analysis and segmentation
Here’s how to to compute candidate market segmentations using R and profile them in Protobi. Example The StackOverflow Developer Survey asked software developers what percent of time they spend on various tasks. Results are show below: The most frequent task (31%) is "Developing new features", and the least frequent task is "Looking for a new job" ...
4 min reading timeQuality check responses and flag outliers
Protobi has a built-in quality check or "QC" tool that allows you to identify outliers and flag respondents with low quality responses. Open the QC dialog Select an element and press Shift + Q + C on your keyboard to bring up the QC dialog. You can also select the element, then go to the "Advanced" button. Scroll to find the "QC check (beta)" optio...
1 min reading timeSet up open-end questions for easy recoding
There are a couple of ways you can set up open-ends to easily recode responses from different questions or groups at once. In this article we describe two common cases for open-ends and which method you should use for each. We also show how to use our feature that simplifies creating hierarchical codeframes. Combine multiple open-end responses into...
1 min reading timeValue formats
Survey engines usually represent data internally in a cryptic format for computers, and have additional "meta data" that describes how to present the data for people. For instance, a survey may have a question q1 which is presented to English-speaking respondents as "Generally, how would you say things are in your life?". Similarly the response val...
0 min reading timeClean/process data
Even for the best designed surveys, you may need to do additional data cleaning and refactoring. You can make changes to data in a tool like Excel, then upload into Protobi. But there is also the option to change survey data programmatically within the app. You can add processes to: create a new variable remove respondents combine waves merge in t...
1 min reading timeApply skip logic
If your survey has skip logic, where a question may apply only to a subset of respondents, you can use permanent filters to limit the element's view to just those respondents who were shown the question. Example For example, a survey asks respondents for their specialty in S1. The survey has a skip pattern where "What grade nurse are you? (S2) is on...
1 min reading timeAdvanced open-end recoding
Protobi has two features that make coding text open-ends easier, the Recode dialog and Recode (advanced). The advanced recode feature is particularly helpful for coding open-ends with many responses. At the top of the page the project name and the element key are displayed. The main components of the page are: Values/ tags: The values and their cor...
2 min reading timeProject data
Project data is where you upload updated survey files, add processes to edit the data, and store additional documents. There are three different data types you can add. Data that is in rows and columns are added as data tables, executable files are stored as new processes, and documents that are not in CSV or SAV format can be added as new documents...
1 min reading timeChange toolbar position
You can adjust the position of the toolbar from the top of the page to the right side of the page. This option is in the project properties dialog. See related Project properties...
0 min reading timeInitial design work session
The initial design work session is typically held via screen share after we've received your data. It's included in each Expert and Professional project, at no up-charge. You can request a work session at the same time you email us your data file. The purpose of this design work session is to walk through the initial view of a project and any questi...
1 min reading timeJoin additional data to your project
There are two types of data merging. One is to combine different datasets by appending more rows, and the other is joining data to merge in new variables. For example, there are new variables to add to a project, or you need to replace existing data (e.g. bring in coded values of open-ends). In this case, a left join is used to merge datasets. This ...
2 min reading timeCombine multiple waves of a study
There are two types of data merging. One is to combine different datasets by appending more rows, and the other is joining data to merge in new variables . The example code in this tutorial appends rows of data from multiple surveys vertically, resulting in a larger combined dataset. This is also referred to as "stacked" data. This method is suitab...
0 min reading timeHide toolbar buttons
Users can choose to hide certain toolbar buttons by specifying the "toolbar" attribute in the JSON from project properties. 1) Press the Project Properties trigram 2) Select "Edit JSON..." 3) Add the below attribute to the JSON. The value "false" will hide the button from view. Only add the code for buttons you wish to hide. If a button is not ...
0 min reading timeFilter or remove respondents
This tutorial shows data processing code to remove data from a project on a per respondent level. The code to remove respondents can be added to static data processes or pre-cal since it is lightweight, and doesn't impact processing time when opening the project. Code First find a variable that can be used to identify respondents. Typically, ther...
0 min reading timeSorting responses
You can quickly sort data within an element: Press "Response" to sort by value Press "#/%" to sort by frequency This is only useful for sorting in ascending or descending order. If you want to use a non sequential sort order, customize "Sort as" in the Format dialog. Sort by value Press "Response" once to sort by value: Note: If there are no changes...
0 min reading timeDate/time calculations
In the Date/time values tutorial, we demonstrated a few basic ways to parse and analyze dates. This tutorial shows how to do two common calculations with dates: Combine month and year values into a single date Time interval calculations Convert separate date values to strings Surveys may elicit dates, not as dates, but as separate questions (e.g. y...
3 min reading timeProject to-do
In the "To do" tab of the settings page admins can document and keep track of tasks associated with the project. The To-do list can be seen by other project admins as well as the Protobi team. Each To-do list entry appears as an info card: Press "Edit" to make changes to an entry Press "Wiki" to go to the entry's wiki page Press the "New entry" but...
0 min reading timeIntro to Protobi
Transcript This video shows you how to explore, analyze and export your survey data using Protobi. Main panel Open your project, and you’ll see that Protobi shows each survey question as interactive charts, which we call “elements”. Press to query You can press on any value to drill into a subset of respondents who gave that answer. Here we can cl...
2 min reading timeCondense ranking questions into a compact view
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0 min reading timeTracking studies
Tracking studies in Protobi start off like any other project. Send us your survey data file, or upload it yourself to create a project. If you have a few waves of data, you can combine the data from multiple survey files in a Protobi data process. Each wave or each quarter, we can create a new independent workspace so the project view can evolve as...
1 min reading timeProtobi project management
Protobi helps you explore your data, answer key questions, and create cool charts for your report while being flexible to your timeline and goals. Here's what you can expect from us, and what we'll expect from your team. Protobi is software plus service Protobi is both (a) a software tool you can use and (b) a team to help you do that. Plan to sch...
4 min reading timeJavaScript basics
Protobi uses JavaScript for data processing. There are many resources you can find on the web that teach JavaScript for beginners, but we've included some JavaScript basics here that are relevant to common data processes used in Protobi. So if you're new to Javascript, welcome, and keep in mind you're learning a language that's not specific to Proto...
5 min reading timeComparing percentages:Independent vs paired samples
Example 1: Independent samples Example 2: Paired samples Example 3: Paired samples Download Protobi Stats tests - Independent and paired samples 2022-07-05.pptx...
0 min reading timeDuplicate or "clone" a workspace
Duplicating a new Protobi workspace can be useful to create a separate project space for a new wave of an ongoing tracker study or create a limited version for client delivery. There are two ways to duplicate or "clone" an existing Protobi workspace. An "Exact" duplicate is exactly that, it copies each and every aspect of the file, including input ...
2 min reading timeSearch and filter text responses
Type the desired text in the search box, then apply. See related Text verbatims...
0 min reading timeShare a project
In the project's settings page, click on the permissions tab. Add colleagues by email address, and manually send an email with the URL link provided. See related Project permissions...
0 min reading timeOpen a project
Press the "Open" icon on a project's baseball card. ...
0 min reading timeTransform to condense
Protobi's "Condense" transform allows you to transform the responses from a group of elements into a single distribution. The most common uses are: To condense text verbatims, or To combine the answers of similar questions. Example Due to skip patterns, you might ask certain respondents the same question at different points in a survey. Below, ten r...
0 min reading timeCount checkbox selections
With "Check all that apply" questions, it may be helpful to count how many options respondents checked "Yes" for. Below, we have have a question S10v1 and child elements representing different products. A simple way to count the number of products selected is to use Protobi's Transform. Transform to sum Say the underlying values in S10v1 are "0" or...
0 min reading timeGroup values into custom categories
Press "Recode..." in the context menu. Search for values and drag to new code button. See related How to include one text response in multiple codes Code text verbatims...
0 min reading timeCreate a multi-wave project
This tutorial shows how to create a multi-wave project using the project set up from a previous wave of the same study. If you want to create a multi-wave project and set up the questions from scratch, check out: Create a new project Basic project setup recommendations Combine new waves of data with prior waves With each new wave of data a new proje...
3 min reading timeReconcile question numbers across waves
Question numbers and response values sometimes change between waves of a survey. This tutorial shows ways you can reconcile question numbers to compare results across waves. Ideally, question numbers and response options would mean the same thing in each waves.If If new questions and response options are added, they get new identifiers. If que...
1 min reading timeToolbar shortcuts cheat sheet
Download PDF: Shortcuts cheat sheet.pdf...
0 min reading timeDelete elements
Choose the element(s) you would like to delete. Press delete on your keyboard and a remove dialog will appear. See related Hide, remove, delete. ...
0 min reading timeToggle from percent to respondent count
Press on the #/% button to toggle from % of respondents to respondent counts. The keyboard shortcut is "p"....
0 min reading timeAdvanced tool to recode text open-ends
See Advanced text recoding article for more information. Transcript Protobi has a few features to simplify the process of coding text verbatims. There’s the Recode dialog that’s accessible from the context menu. But there is also the Advanced Recode tool that might be more suitable if you’re coding many open-end responses. How to access First sele...
2 min reading time