Tiffany Lee
tiffany@protobi.com

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Updated December 3rd, 2020 by Tiffany Lee

Copy 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 time
Updated July 17th, 2023 by Tiffany Lee

Condense text open-ends video

See Condense text verbatims article for more information....

0 min reading time
Updated March 13th, 2020 by Tiffany Lee

Move 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 time
Updated August 8th, 2022 by Tiffany Lee

Change 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 time
Updated December 18th, 2020 by Tiffany Lee

Project 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 time
Updated May 13th, 2020 by Tiffany Lee

Count 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...

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Updated March 16th, 2020 by Tiffany Lee

Change 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 time
Updated August 4th, 2023 by Tiffany Lee

Copy/paste elements to create different views or apply attributes from one element to another

Protobi's new feature to copy and paste elements makes it easier to mirror or clone different views and apply attributes from one element to another. Existing features like drag+drop to mirror or clone and preset templates in the chart gallery remain available. Copy Element (C) and Paste Element (V) allows users to:  Copy/paste one or more elements ...

1 min reading time
Updated October 31st, 2023 by Tiffany Lee

Tracking studies

Tracking studies follow a topic by repeating the same survey questions to see how data points change over time. In Protobi, you can create a tracker project to compare data across wave with statistical testing, visualize trended charts and even automate the repeatable task of producing deliverables on a monthly, quarterly, etc. basis. This tutorial ...

5 min reading time
Updated September 27th, 2022 by Tiffany Lee

Add 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 time
Updated August 9th, 2022 by Tiffany Lee

Edit 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 time
Updated August 17th, 2022 by Tiffany Lee

Recode 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 time
Updated August 10th, 2023 by Tiffany Lee

Use table properties to store and retrieve pre-defined variables for data process

Table properties lets you store variable definitions separately from the process logic. A variable is just a “named storage” for data, and many people like to define all the variables they plan to use at the top of a data process so that they are easy to find and modify.  With table properties, your variable definitions are on a separate page which ...

2 min reading time
Updated March 11th, 2022 by Tiffany Lee

Set 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 time
Updated June 17th, 2022 by Tiffany Lee

Value 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...

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Updated March 16th, 2020 by Tiffany Lee

Clone 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...

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Updated September 13th, 2022 by Tiffany Lee

JavaScript 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 time
Updated September 19th, 2023 by Tiffany Lee

Protobi 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 attributes The properties represented by "key":"value" pairs that you seen in each element's JSON. Different attributes can take a string, numeric, array or...

2 min reading time
Updated February 24th, 2020 by Tiffany Lee

Initial 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 time
Updated May 11th, 2021 by Tiffany Lee

Adjust 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 time
Updated November 8th, 2022 by Tiffany Lee

Learning 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 time
Updated August 8th, 2022 by Tiffany Lee

Hide 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 time
Updated November 20th, 2023 by Tiffany Lee

Create and export stylized crosstab tables

Transcript Protobi has a chart type that lets you see your data as stylized tables that can take many crosstab banners.  We call this chart type supertables, and they are similar to reports that you might generate from a traditional crosstab package. In this video, we’ll show how to create and export these stylized crosstab tables.  Create tabs for ...

3 min reading time
Updated November 28th, 2023 by Tiffany Lee

Toolbar shortcuts cheat sheet

Download PDF: Shortcuts cheat sheet.pdf...

0 min reading time
Updated July 14th, 2023 by Tiffany Lee

Release notes

Recent releases 2023-07-07 Enhance autogroup. We now recognize D3 formats for date elements. Selectively hide crosstab columns. 2023-06-28 Refine stats test markers in SuperTables.  Refine drop down menu for global crosstab button in toolbar. Enhance supertable exports to Excel. Refine Shift+drop on elements to create multiples (versus crosstabs).  ...

1 min reading time
Updated January 7th, 2020 by Tiffany Lee

Sorting 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 time
Updated January 11th, 2022 by Tiffany Lee

Add 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 time
Updated February 4th, 2021 by Tiffany Lee

Survey 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...

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Updated March 19th, 2021 by Tiffany Lee

Display 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 time
Updated October 6th, 2023 by Tiffany Lee

Tips for open-end recoding

Transcript This video shows how to set up open-ends for easy recoding and tips to handle open-end recoding in tracker studies. Setting up open-ends for easy re-coding Often times, surveys let respondents enter open-ends in multiple text boxes. Each text box is programmed as a separate column. In Protobi, each column is represented as an individual c...

4 min reading time
Updated July 17th, 2023 by Tiffany Lee

Multiply 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 time
Updated February 20th, 2020 by Tiffany Lee

Use 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 time
Updated November 24th, 2023 by Tiffany Lee

Use JavaScript to process data

You can make programmatic 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 s...

2 min reading time
Updated March 10th, 2023 by Tiffany Lee

Clean/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 time
Updated July 25th, 2022 by Tiffany Lee

Cluster 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 time
Updated October 3rd, 2022 by Tiffany Lee

Comparing 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 time
Updated March 3rd, 2023 by Tiffany Lee

Set 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 time
Updated September 13th, 2022 by Tiffany Lee

Join 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 time
Updated August 20th, 2021 by Tiffany Lee

How 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 time
Updated November 14th, 2022 by Tiffany Lee

Blank 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 time
Updated May 6th, 2020 by Tiffany Lee

Replace 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 time
Updated March 16th, 2020 by Tiffany Lee

Include 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 time
Updated August 8th, 2022 by Tiffany Lee

Compact 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 time
Updated July 21st, 2023 by Tiffany Lee

Copy an element into a different tab

Option 1 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.    Option 2 Another way to mirror or clone elements is to 1) select the element, 2) press Shift+C to copy, and 3) press Shift+V to paste This dialog will show up and you can select Mirror or Clone:...

0 min reading time
Updated January 11th, 2022 by Tiffany Lee

Group questions together

Select the questions that you want to group. Press "group" from the Advanced button. ...

0 min reading time
Updated November 10th, 2022 by Tiffany Lee

Transform 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 time
Updated October 15th, 2019 by Tiffany Lee

Numeric 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 time
Updated August 8th, 2022 by Tiffany Lee

Advanced 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
Updated September 19th, 2023 by Tiffany Lee

Tips for handling open-ends in tracker projects

Recoding raw open-ends in trackers Add new codes instead of renaming previous codes Make sure to add new codes to the existing code frame versus renaming previous codes. Renaming old codes might causes confusion when looking back at the results from previous waves.     Make sure you're coding values from the current wave In the past, users have repo...

2 min reading time
Updated November 29th, 2023 by Tiffany Lee

Create 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 time
Updated September 14th, 2023 by Tiffany Lee

Edit multiple elements at once

Edit multiple elements quickly by selecting them and applying changes in one go. Users can modify chart type, value formats and other attributes at once instead of making changes from each element's context menu.  This feature and other features like copy/paste and preset templates in the chart gallery reduce the number of repetitive edits in a proj...

1 min reading time
Updated December 27th, 2023 by Tiffany Lee

Tips 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 time
Updated February 24th, 2020 by Tiffany Lee

Project 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 time
Updated February 5th, 2021 by Tiffany Lee

Protobi 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 time
Updated December 18th, 2020 by Tiffany Lee

Transform 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 time
Updated August 25th, 2020 by Tiffany Lee

Show 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 time
Updated May 22nd, 2023 by Tiffany Lee

Project 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 time
Updated July 15th, 2020 by Tiffany Lee

Show 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 time
Updated May 17th, 2023 by Tiffany Lee

Protobi'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 time
Updated February 4th, 2021 by Tiffany Lee

Check 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 time
Updated March 24th, 2023 by Tiffany Lee

Protobi 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 time
Updated September 1st, 2022 by Tiffany Lee

Date/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 time
Updated December 1st, 2023 by Tiffany Lee

Generate large crosstabs to Excel using Protobi’s SuperTables

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 time
Updated October 4th, 2023 by Tiffany Lee

Create a new element

Create a new element in the project view To add a new element, simply press on the plus sign within any tab to create a new element.  Result: Add data to your new element using field Once you create the new element you can use field to pull data into the element. See How elements get their data: field, element and transform to learn more. Create a n...

0 min reading time
Updated November 28th, 2022 by Tiffany Lee

Comparing 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 time
Updated August 18th, 2020 by Tiffany Lee

Show 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 time
Updated September 15th, 2022 by Tiffany Lee

Use 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 time
Updated June 23rd, 2023 by Tiffany Lee

Reconcile 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 time
Updated September 13th, 2022 by Tiffany Lee

Combine 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 time
Updated March 13th, 2020 by Tiffany Lee

Share 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 time
Updated September 12th, 2023 by Tiffany Lee

Stack 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 data columns that are looped for patient chart. The objective is to modify the data from a file where each row represents a respondent into a file where each row represents a pa...

1 min reading time
Updated August 8th, 2022 by Tiffany Lee

Condense ranking questions into a compact view

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0 min reading time
Updated July 17th, 2023 by Tiffany Lee

Crosstabs

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").  To remove the banner, press the small red x o...

2 min reading time
Updated March 16th, 2020 by Tiffany Lee

Exclude 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 time
Updated August 10th, 2022 by Tiffany Lee

Quality 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 time
Updated July 14th, 2023 by Tiffany Lee

Editor 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 time
Updated June 4th, 2020 by Tiffany Lee

Calculate simple ratios

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0 min reading time
Updated October 31st, 2023 by Tiffany Lee

Count elements, data columns and rows in a project

A project inventory element is a list of project details like the number of rows and columns in the data and the number of elements in the project setup. The project inventory element is not static. It will reflect updates if you remove rows/columns or delete elements in the project. This list enables us to review the project details as needed.  Pra...

1 min reading time
Updated October 25th, 2021 by Tiffany Lee

Hide 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 time
Updated September 13th, 2022 by Tiffany Lee

Filter 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 time
Updated January 22nd, 2024 by Tiffany Lee

Protobi 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 time
Updated October 27th, 2021 by Tiffany Lee

Group 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 time
Updated July 7th, 2021 by Tiffany Lee

Organize 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 time
Updated November 25th, 2022 by Tiffany Lee

Create 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
Updated November 30th, 2022 by Tiffany Lee

More 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 time
Updated December 18th, 2020 by Tiffany Lee

Search and filter text responses

Type the desired text in the search box, then apply.  See related Text verbatims...

0 min reading time
Updated March 13th, 2020 by Tiffany Lee

Open a project

Press the "Open" icon on a project's baseball card. ...

0 min reading time
Updated November 15th, 2022 by Tiffany Lee

Save 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 time
Updated March 13th, 2020 by Tiffany Lee

Upload 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....

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Updated July 13th, 2021 by Tiffany Lee

Project 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 time
Updated July 17th, 2023 by Tiffany Lee

Drill into a subset of respondents

Standard charts Press values in standard charts like "Excellent" in q2 to show results for just those respondents throughout the entire project. Other chart types Most chart values are also clickable and you can drill into respondents by pressing on a state, a portion of a pie/donut chart, or a bar on a column or bar chart. ...

0 min reading time
Updated July 17th, 2023 by Tiffany Lee

Separate words in text open-ends

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 time
Updated September 13th, 2022 by Tiffany Lee

Temper 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 time
Updated January 18th, 2021 by Tiffany Lee

Select 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 time
Updated July 19th, 2023 by Tiffany Lee

Project 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 time
Updated March 13th, 2020 by Tiffany Lee

Delete 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 time
Updated October 3rd, 2022 by Tiffany Lee

Duplicate 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 time
Updated June 9th, 2021 by Tiffany Lee

Create 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 time
Updated June 30th, 2021 by Tiffany Lee

Calculate ratios

...

0 min reading time
Updated September 19th, 2023 by Tiffany Lee

Display open-ends in a grid that shows both raw and coded values

  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 ch...

1 min reading time
Updated November 15th, 2019 by Tiffany Lee

Weight data

...

0 min reading time
Updated May 23rd, 2023 by Tiffany Lee

Project 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 time
Updated August 9th, 2022 by Tiffany Lee

Advanced 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 time
Updated July 25th, 2022 by Tiffany Lee

Import 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 time
Updated November 10th, 2022 by Tiffany Lee

Troubleshooting

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 time
Updated January 11th, 2024 by Tiffany Lee

Stats 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 time
Updated September 14th, 2021 by Tiffany Lee

Intro 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 time
Updated October 3rd, 2022 by Tiffany Lee

Basic 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 time
Updated November 1st, 2023 by Tiffany Lee

Basic 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 time
Updated May 13th, 2021 by Tiffany Lee

Tips 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 time
Updated June 23rd, 2023 by Tiffany Lee

Combine multiple waves of data

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 time
Updated July 14th, 2023 by Tiffany Lee

Use 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 ele...

1 min reading time
Updated June 29th, 2020 by Tiffany Lee

Apply 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 time
Updated March 13th, 2020 by Tiffany Lee

Resize charts

Press the element you want to resize. Adjust by clicking and dragging the dotted box that appears. ...

0 min reading time
Updated September 13th, 2023 by Tiffany Lee

How 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 attribute  You can specif...

1 min reading time
Updated August 8th, 2022 by Tiffany Lee

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 time
Updated July 25th, 2022 by Tiffany Lee

Toggle 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 time
Updated December 18th, 2020 by Tiffany Lee

Recode text for analysis

See Code text verbatims article for more information....

0 min reading time
Updated November 15th, 2019 by Tiffany Lee

Clone elements

...

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Updated July 17th, 2023 by Tiffany Lee

Set 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 time
Updated June 30th, 2021 by Tiffany Lee

"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 time
Updated July 14th, 2023 by Tiffany Lee

Chart gallery: save preset chart 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 time
Updated September 13th, 2022 by Tiffany Lee

Modify 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 time
Updated June 12th, 2023 by Tiffany Lee

How Protobi rounds raw and calculated values

Rounding raw values Protobi rounds to the nearest integer Rounding to the nearest integer is a simple mathematical operation we apply to decimal numbers. For decimal numbers between two integers like 1 and 2 , rounding to the nearest integer is pretty straightforward. Decimals less than 0.5 are rounded down and decimals above 0.5 are rounded up.  Yo...

1 min reading time
Updated March 13th, 2020 by Tiffany Lee

Export 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 time
Updated July 19th, 2023 by Tiffany Lee

Create a new workspace for a tracking study

This tutorial shows how to create a multi-wave project by cloning the project workspace from a previous wave of the same study. If you want to create a new project and set up the questions from scratch, check out: Create a new project Basic project setup recommendations Data considerations Before creating a multi-wave project, make sure the new wave...

5 min reading time
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