Shortcuts cheat sheet
Administrator
Updated at January 31st, 2020
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New to Protobi?
- Intro to Protobi
- Learning with Protobi tutorials
- Sign into Protobi
- Project flow
- What to expect for your Protobi project
- Basic navigation in Protobi
- Initial design work session
- Shortcuts cheat sheet
- Protobi quick-start tutorial (slides)
- Tips to save analysts time with Protobi
- Tips to design neat and engaging projects
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New and updated articles
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View
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Edit
- Autogroup
- Hide or delete
- Edit properties dialog
- More options for elements
- Move, mirror, clone
- Bin values into numeric ranges
- Summary statistics
- Extract common text
- Colors
- JSON syntax
- Value formats
- Compact to...
- Headline, title, display key and footnote
- Element specific filters
- Translate languages
- Ways to display rankings
- Use alternative values to calculate summary statistics
- Recode dialog
- Apply skip logic
- Calculating ratios
- Notes
- Generate filtered versions of the same chart with "multiples"
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Charts
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Advanced editor
- Transform dialog
- Transform to condense
- Transform to compact
- Count checkbox selections
- Replace missing values with zeros
- Splitting text responses
- Numeric variables with long-tail distributions
- Extreme values: Winsorize, trim or retain?
- Quality check responses and flag outliers
- Check for straight-liners with standard deviation
- Date/time values
- Comparing dates
- Weights
- Use slide layout to build your report
- Show text, images and videos in your project
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Text open-end questions
- Text verbatims
- Search and filter text responses
- Search and filter text open-ends
- Condense multiple text columns
- Condense text verbatims
- Let's make a word cloud
- Word clouds
- Recode text for analysis
- Code text verbatims
- Separate words in text verbatims
- Splitting text responses
- Advanced tool to recode text verbatims
- Advanced text recoding
- Display text verbatims in grid-like chart
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Admin
- Create a new project
- Basic project setup recommendations
- Project properties
- Significance testing
- Project settings
- Project overview
- Project wiki pages
- Project permissions
- Project data
- Update project data
- Modify survey data
- Project history
- Project to-do
- Okta authentication
- Custom PowerPoint template
- Reconcile question numbers across waves
- Tracking studies
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Superuser
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Process data in Protobi
- Clean/process data
- JavaScript basics
- Example data process
- Filter or remove respondents
- Combine multiple waves of a study
- Join additional data to an existing project
- Call data from multiple projects
- Asynchronous vs Simple data process
- Stack survey data loops
- Combine month and year values into a single date
- Calculate time between dates
- Replace missing values with zeros
- Modify many elements using data process loops
- Temper market share data
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How to...
- Open a project
- Share a project
- Export data from a project
- Upload new data into an existing project
- Move questions (elements)
- Delete elements
- Create a new element
- Resize charts
- Edit display keys and titles on elements
- Extract common text titles
- Create a crosstab
- Change toolbar position
- Get tab view of elements
- Adjust decimals shown
- Search and filter text responses
- Group values into custom categories
- Include a response in multiple codes
- Copy an element into a different tab
- Clone an element within the same tab
- Compact set of questions
- Set project default to not show NA
- Add a new tab
- Group questions together
- Exclude zero values from stats
- Replace response values or characters
- Show text that is cut off
- Show N size for a group of elements
- Copy titles from all children of one group to another
- Separate words in text verbatims
- Select elements to export, group, etc...
- How to remove decimals from bins
- Hide toolbar buttons
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Videos
- Intro to Protobi
- Project flow
- Get started
- Create a new project
- Import a new data set
- Organize the data view
- Press to drill in
- "is," "or," and "not" queries
- Toggle percentages & counts
- Missing values
- Bin ranges for numeric questions
- Checkboxes & Numeric grids
- Ratings questions
- Condense related questions into a compact view
- Crosstabs
- Chart types
- Search and filter text open-ends
- Cloud translations
- Recode text for analysis
- Let's make a word cloud
- Clone elements
- Weight data
- Export to PowerPoint & Excel
- Calculate ratios
- Calculate simple ratios
- Condense multiple text columns
- Advanced tool to recode text verbatims
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Previously asked questions