Jung Yueh
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Updated November 15th, 2019 by Jung Yueh

Exporting data

Protobi exports to PowerPoint as editable charts and to Excel as tables or raw data.  Select one or more elements or groups to export by pressing their titles (selected items are highlighted light blue).  You can press the Esc key to first clear all selections. Then press the Export button and from the dropdown menu choose what to export: The key bo...

1 min reading time
Updated October 15th, 2019 by Jung Yueh

Create new chart types

Protobi is a lightweight library to visualize survey data in your browser. Protobi includes a number of standard chart types, but also allows you to create your own charts. So if you're familiar with web programming, this tutorial is for you. Protobi's API is open, and the example below shows how you how to extend it. And in any case we're happy to ...

3 min reading time
Updated October 23rd, 2019 by Jung Yueh

Project overview

Part of the fun of delivering Protobi to clients is showing it in your colors and brand — or better yet, in theirs. Here's how... Set project properties You can set key project properties in the "Overview" tab. Name:  This is the primary project title, and appears in the "baseball card" heading. Brief title: A short title that appears in the browser...

0 min reading time
Updated October 15th, 2019 by Jung Yueh

Clone or copy

There might be times you want to see different visualizations of the same data column. You might want to see the data with different chart types, create a segmentation variable, or just save a particular crosstab of interest. This tutorial shows you how to clone and modify elements to create multiple views.  Clone vs copy-by-reference There are two ...

2 min reading time
Updated November 15th, 2019 by Jung Yueh

Global filters

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

1 min reading time
Updated November 15th, 2019 by Jung Yueh

Scenarios

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

0 min reading time
Updated December 5th, 2019 by Jung Yueh

Protobi REST API

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

2 min reading time
Updated October 21st, 2019 by Jung Yueh

Custom PowerPoint template

You can specify a custom PowerPoint template so that Protobi exports charts into a presentation with your (or your client's) colors, fonts and branding.   Upload a template The first step is to upload a template to your project.  Under the "Data" tab of the project's Admin page, click on "New document", specify a key to identify this file (e.g., "te...

1 min reading time
Updated November 18th, 2019 by Jung Yueh

Unable to drag and drop in Internet Explorer

Users have reported being unable to drag and drop when using Microsoft Internet Explorer.  This is a known issue with Internet Explorer and users have reported success resolving it by either: rebooting the computer right-click on any file, hold the mouse button down and hit the Esc key If this issue persists, please contact support@protobi.com or tr...

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Updated November 15th, 2019 by Jung Yueh

Blank, skipped, and missing values

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

1 min reading time
Updated October 15th, 2019 by Jung Yueh

Translate languages

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

1 min reading time
Updated October 30th, 2019 by Jung Yueh

Project permissions

Granting access Users have Admin privileges to projects they create. You can grant clients and colleagues access to view or edit the project.  In an open project, the trigram icon in the upper right has a shortcut to “Project permissions."  Add users to the project by entering their email address under "Add a colleague." Note: An email is not automa...

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Updated November 25th, 2019 by Jung Yueh

Process data in Protobi

Even for the best designed surveys, you may need to do additional data refactoring and cleaning : remove respondents merge in translations combine month and year into a single date combine waves stack patient cases, choice cards, etc. create a new variable For these you might use SPSS, SAS, R, Excel or something else to make those changes. You can u...

4 min reading time
Updated October 16th, 2019 by Jung Yueh

Sign into Protobi

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

0 min reading time
Updated October 31st, 2019 by Jung Yueh

SERMO Dashboard Analytics optional capabilities

Your SERMO Dashboard Analytics project comes with powerful Protobi® viewer that sets up your project automatically and  neatly organizes the view for your entire survey. You can filter responses, test hypothesis, run crosstabs, and export to PowerPoint, Excel and SPSS. There are optional capabilities available to add on to your project that helps yo...

0 min reading time
Updated October 28th, 2019 by Jung Yueh

Protobi R library

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

1 min reading time
Updated November 15th, 2019 by Jung Yueh

Missing values

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0 min reading time
Updated November 13th, 2019 by Jung Yueh

Charts

Chart type dialog To customize the chart for any element, select "Chart Type..." from the context menu: Looking at the "Chart Type..." dialog, many common chart options are included. For instance, whether and where to show the legend, whether to show the "overall" numbers, swap category and legend variables, etc. Video tutorial Watch this brief vide...

0 min reading time
Updated October 31st, 2019 by Jung Yueh

Sign into SERMO Dashboard Analytics

You can sign into SERMO Dashboard Analytics as either as a SERMO client using SERMO credentials, or as an individual user using an email address.   Sign in by email If you were granted access to Dashboard Analytics by a colleague or consultant, you might have received an email with a link to https://rtanalytics.sermo.com. By clicking the link, you w...

0 min reading time
Updated November 26th, 2019 by Jung Yueh

Element specific filters

You can permanently limit elements to a given subset of respondents by applying the current scenario as a filter. This is particularly useful to represent skip logic, where a question may apply only to a subset of respondents. Example For example this survey asks respondents for their specialty, and if their specialty is "Practice Nurse" asks for th...

0 min reading time
Updated October 22nd, 2019 by Jung Yueh

Condense text verbatims

Use Transform to condense multiple text responses into a single distribution.  For example, this survey  elicit multiple reasons which for analysis we'd like to combine into a single list: To condense the values, place the elements in a group as above.  Press the edit icon for the group and select "Transform..." from the context menu to bring up the...

0 min reading time
Updated October 15th, 2019 by Jung Yueh

Protobi pages

Do you ever need to create custom web pages for your clients? Grant your designer total creative control over styles and content? Upload your own files, images, and custom source code? And securely share view or edit access to specific users? Custom web pages Protobi allows you to create your own custom web pages. You can create pages within your pr...

0 min reading time
Updated October 30th, 2019 by Jung Yueh

Project history

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

0 min reading time
Updated November 25th, 2019 by Jung Yueh

Extreme values: Winsorize, trim or retain?

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

2 min reading time
Updated October 12th, 2019 by Jung Yueh

Click to query

In Protobi you can create a filter that applies to every element by simply clicking on your desired value. This function allows you to see how respondents who answered one question also answered other questions. These filters are global, meaning if you filter anywhere you filter everywhere. In this tutorial, we will demonstrate how you can include o...

0 min reading time
Updated October 21st, 2019 by Jung Yueh

JSON editor

For any element or group, press the circle or square icon and select "Edit JSON...." This will bring up the advanced editor: The element properties editor uses a syntax called "JSON" (JavaScript Object Notation). The beauty is that you are seeing and editing the actual code that defines your Protobi project. The syntax is pretty simple, and you can ...

5 min reading time
Updated October 17th, 2019 by Jung Yueh

Google Maps chart

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

1 min reading time
Updated October 16th, 2019 by Jung Yueh

TopBoxTornado for multiple ratings

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

1 min reading time
Updated October 22nd, 2019 by Jung Yueh

Splitting text responses

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

0 min reading time
Updated November 14th, 2019 by Jung Yueh

Export to PowerPoint & Excel

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0 min reading time
Updated November 14th, 2019 by Jung Yueh

Search and filter text open-ends

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0 min reading time
Updated October 22nd, 2019 by Jung Yueh

Text verbatims

Protobi supports elegantly simple search and filtering of text verbatims. Search filters appear when there are 10 or more distinct values. Example filters Try entering the following filters in the example below: able matches any element containing the string 'able' able$ matches any element ending with the string 'able' ^fa matches any string starti...

0 min reading time
Updated November 14th, 2019 by Jung Yueh

Chart types

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0 min reading time
Updated October 18th, 2019 by Jung Yueh

Van Westendorp's Price Sensitivity Meter

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

1 min reading time
Updated October 22nd, 2019 by Jung Yueh

Condense related questions: Ratings

Surveys often contain collections of related items on a common scale, often of the type: Rate the following items... Check all that apply... The example below is a typical set of ratings. Below they are each shown individually, so you can see the entire distribution for each item. But you might wish to compact the distributions to just top-box score...

0 min reading time
Updated November 15th, 2019 by Jung Yueh

Cloud translations

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0 min reading time
Updated November 14th, 2019 by Jung Yueh

Checkboxes & Numeric grids

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0 min reading time
Updated November 14th, 2019 by Jung Yueh

Get started

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0 min reading time
Updated November 15th, 2019 by Jung Yueh

Toggle percentages & counts

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0 min reading time
Updated October 16th, 2019 by Jung Yueh

Ways to display rankings

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

1 min reading time
Updated October 15th, 2019 by Jung Yueh

Date/time values

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

1 min reading time
Updated November 4th, 2019 by Jung Yueh

Project flow

Thanks for choosing Protobi!  We look forward to helping you explore your data, answer key questions, and create cool charts and tables for your report.  Here's what you can expect from us and what we'll expect from your team. Software plus service Protobi is both (a) a software tool you can use and (b) a team to help you do that.   Plan to schedule...

3 min reading time
Updated November 14th, 2019 by Jung Yueh

Ratings questions

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0 min reading time
Updated November 14th, 2019 by Jung Yueh

Click to drill in

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0 min reading time
Updated November 14th, 2019 by Jung Yueh

Create a new project

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0 min reading time
Updated October 17th, 2019 by Jung Yueh

Crosstabs

Create crosstabs in Protobi by dragging the title of one element on to another: Crosstab elements individually To create a crosstab you drag one element (e.g., q1) to the heading of another (e.g., q2). The element you drag will define the columns (or "banner"), and the other will define the rows (or "stub").  To clear the crosstab, drag q1 out of th...

0 min reading time
Updated October 17th, 2019 by Jung Yueh

Venn diagrams

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

0 min reading time
Updated October 18th, 2019 by Jung Yueh

Transform

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

0 min reading time
Updated October 17th, 2019 by Jung Yueh

Word clouds

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

1 min reading time
Updated October 13th, 2019 by Jung Yueh

Colors

Part of the fun of delivering Protobi to clients is showing it in your colors and brand — or better yet, in theirs.  You can use colors to organize elements and groups, and set colors for individual values. Set element color You can set element color (the color for the upper left square or circle) in Protobi using the Colors dialog in the context me...

1 min reading time
Updated October 16th, 2019 by Jung Yueh

`x`Bin numeric values

Protobi can bin numeric values into ranges for concise display and analysis.   When a project is first opened, Protobi automatically bins numeric variables into ranges and you can change these to reflect your analysis goals. "Round by..." dialogue To edit rounding/binning, click the circle icon select "Round by..." from the context menu. And you wil...

1 min reading time
Updated October 17th, 2019 by Jung Yueh

PairedTable

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

1 min reading time
Updated November 14th, 2019 by Jung Yueh

Bin ranges for numeric questions

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0 min reading time
Updated October 29th, 2019 by Jung Yueh

Replace missing values with zeros

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

1 min reading time
Updated October 11th, 2019 by Jung Yueh

Summary statistics

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

0 min reading time
Updated October 15th, 2019 by Jung Yueh

Extract common text

Many surveys have groups of related questions, like "Check all that apply..." or "How many of each...."  When exporting the data to SPSS, survey engines will combine the text for each question item with the labels for the parent group. Protobi has advanced features to extract common text from multiple elements. Example For instance, in the survey be...

0 min reading time
Updated October 15th, 2019 by Jung Yueh

Calculating ratios

Let's say your survey asked for quantities in absolute counts. But now you want the option to report them as percentages. This tutorial demonstrates how you can do just that, and correctly preserve percentages, frequencies and averages. Example Here, we have two questions: S8: How many patients do you treat for Condition X? Q1: How many of those pat...

0 min reading time
Updated October 15th, 2019 by Jung Yueh

Customize Protobi style

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

0 min reading time
Updated October 18th, 2019 by Jung Yueh

Baseline

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

1 min reading time
Updated October 17th, 2019 by Jung Yueh

Sankey flow diagrams

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

1 min reading time
Updated October 12th, 2019 by Jung Yueh

Weights

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

2 min reading time
Updated October 22nd, 2019 by Jung Yueh

Compact to...

Protobi allows you to compact groups of variables to summarize statistics for each one. This allows you to selectively expand individual variables to peek at their distributions. A numeric example Your survey might have a question where you ask respondents to enter multiple percentages that sum to 100. Each individual percentage is its own question ...

0 min reading time
Updated November 14th, 2019 by Jung Yueh

Crosstabs

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