Jung Yueh
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Updated November 20th, 2020 by Jung Yueh

Tips and tricks

Survey changes in multi-wave studies Adding a new question or dropping an old one in new waves is fine. However, you should not re-use previously used question numbers and column names for different questions. See update project data for more info.  Set your project to automatically turn  [NA] values off Our default is to show the [NA] values global...

0 min reading time
Updated June 30th, 2021 by Jung Yueh

Missing values

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

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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...

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Updated May 12th, 2021 by Jung Yueh

Chart type dialog

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

3 min reading time
Updated May 12th, 2021 by Jung Yueh

Colors

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

1 min reading time
Updated March 13th, 2020 by Jung Yueh

Putting numbers up front for scale questions

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

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Updated July 29th, 2020 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 July 22nd, 2020 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 March 6th, 2020 by Jung Yueh

Condense text verbatims

Transform to condense is most commonly applied to text open-ends. This functions allows you to condense multiple text columns into a single distribution.  For example, the survey below elicits multiple reasons.  For analysis we'd like to combine these three open-ends into one single list. To condense the values, place the elements in a group (e.g. q...

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Updated December 18th, 2020 by Jung Yueh

Transform dialog

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

1 min reading time
Updated July 22nd, 2020 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...

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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 February 9th, 2021 by Jung Yueh

Text verbatims

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

0 min reading time
Updated March 25th, 2021 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'...

3 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 January 2nd, 2020 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 December 18th, 2020 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...

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Updated November 14th, 2019 by Jung Yueh

Ratings questions

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0 min reading time
Updated February 1st, 2021 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...

4 min reading time
Updated June 30th, 2021 by Jung Yueh

Cloud translations

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

0 min reading time
Updated January 6th, 2020 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. This tutorial will demonstrate how you can compact a group of variables with: 1. numeric, 2. categorical and 3. checkbox values.  Numeric example In this example of a numer...

1 min reading time
Updated January 6th, 2020 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 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 January 6th, 2020 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 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 June 29th, 2020 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.   the "Data" tab of the project's Admin page,  select  the "New document" (charcoal button) specify a key to identify this...

1 min reading time
Updated August 4th, 2020 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 July 13th, 2021 by Jung Yueh

What to expect for your Protobi project

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...

3 min reading time
Updated March 22nd, 2021 by Jung Yueh

Project permissions

Grant 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."  Users are not automatically no...

0 min reading time
Updated July 22nd, 2020 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 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 June 30th, 2021 by Jung Yueh

Get started

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

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Updated June 30th, 2021 by Jung Yueh

Toggle percentages & counts

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

0 min reading time
Updated July 22nd, 2020 by Jung Yueh

Press to query

In Protobi you can create a filter that applies to every element by pressing 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 or exclu...

0 min reading time
Updated July 22nd, 2020 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 April 28th, 2020 by Jung Yueh

Project overview

You can customize colors in projects to represent the look your brand, but you can also set the logo and splash image in project "Overview." Logo and splash images To customize logo and splash images go to the Project's settings page. In the "Overview" tab you can insert image URLs next to "Logo" and "Image". Logo images appear in the upper left of ...

0 min reading time
Updated June 9th, 2021 by Jung Yueh

Crosstabs

Create crosstabs in Protobi by dragging the label of one element onto another: Crosstab elements individually 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").  You can also drag from the element tree on the left. This...

1 min reading time
Updated May 13th, 2021 by Jung Yueh

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 February 13th, 2020 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 splash ...

0 min reading time
Updated June 30th, 2021 by Jung Yueh

Press to drill in

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

0 min reading time
Updated June 30th, 2021 by Jung Yueh

Search and filter text open-ends

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

0 min reading time
Updated June 30th, 2021 by Jung Yueh

Export to PowerPoint & Excel

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

0 min reading time
Updated August 20th, 2021 by Jung Yueh

Bin values into numeric ranges

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, press the circle icon select "Round by..." from the context menu. And you wil...

1 min reading time
Updated June 30th, 2021 by Jung Yueh

Checkboxes & Numeric grids

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

0 min reading time
Updated February 25th, 2021 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 July 22nd, 2021 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?" This question is asked only of respondents who indicated they made at least some purchase.    Here ...

1 min reading time
Updated July 22nd, 2020 by Jung Yueh

Move, mirror, clone

You can move elements in Protobi to organize your project's view. But, you might also want to see different visualizations of the same data column. Perhaps you 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 move elements, and create multi...

4 min reading time
Updated July 22nd, 2020 by Jung Yueh

Exporting data

You can get data out of Protobi by exporting elements to PowerPoint or Excel. First, select the elements or groups that you want to export. To select, press the heading (selected items are highlighted light blue). You can press the Esc key to clear selections. After you've selected the relevant elements, press the Export button on the toolbar. From ...

1 min reading time
Updated June 30th, 2021 by Jung Yueh

Chart types

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

0 min reading time
Updated November 9th, 2020 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 and a login token....

0 min reading time
Updated June 30th, 2021 by Jung Yueh

Create a new project

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

1 min reading time
Updated March 6th, 2020 by Jung Yueh

JSON syntax

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

7 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 April 30th, 2021 by Jung Yueh

Baseline data

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

1 min reading time
Updated June 30th, 2021 by Jung Yueh

Crosstabs

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

0 min reading time
Updated May 13th, 2021 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...

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Updated April 23rd, 2021 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...

4 min reading time
Updated June 30th, 2021 by Jung Yueh

Bin ranges for numeric questions

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

0 min reading time
Updated July 22nd, 2020 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? Q2: How many of those pat...

2 min reading time
Updated June 5th, 2020 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 in S1. The survey has a skip pattern where S2 is only a...

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