Tiffany Lee
tiffany@protobi.com

Tiffany activity

3 Articles Written Last Month

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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...

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Updated March 2nd, 2022 by Tiffany Lee

Create a new element

Create a new data column Add a data process and include code that defines your new column. Below are two different examples, one to create a sum column and another to create a variable based off existing data. Example code rows.forEach(function(row) {     //Create sum column     row.Q2_sum = (+row.Q2_1) + (+row.Q2_2) + (+row.Q2_3)     //Create varia...

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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...

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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....

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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 September 13th, 2022 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 looped data. Modify the stacked_elements to specify the looped data columns (minus the suffice that represents the loop) in the survey. Also adjust the conditional statements an...

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Updated December 18th, 2020 by Tiffany Lee

Recode text for analysis

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

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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...

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Updated October 20th, 2022 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 November 10th, 2022 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 autogroup A feature of the advanced button that organizes elements into groups based on the name of the data column. children Sub-elements organized under a...

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...

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Updated July 5th, 2022 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 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...

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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...

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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"....

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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. ...

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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...

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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 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 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 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...

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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 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 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;...

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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,...

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Updated August 9th, 2022 by Tiffany Lee

Create and export stylized crosstab tables

Create a stylized crosstab table Create the online table view Add a new tab to your project. You can give it any name. In this example, the tab is “supertable_questions”. In the JSON editor set the chartType to "SuperTable": After setting chartType: Drag the questions you want to include in the table into the grey box labeled "Add stubs...". Drag th...

1 min reading 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...

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Updated June 30th, 2021 by Tiffany Lee

Calculate ratios

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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. ...

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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...

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Updated October 3rd, 2022 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 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 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. ...

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Updated August 8th, 2022 by Tiffany Lee

Condense text verbatims video

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

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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 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 ...

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Updated November 15th, 2019 by Tiffany Lee

Weight data

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Updated November 15th, 2019 by Tiffany Lee

Clone elements

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Updated September 23rd, 2022 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 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...

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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...

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Updated June 4th, 2020 by Tiffany Lee

Calculate simple ratios

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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 November 23rd, 2020 by Tiffany Lee

Display text verbatims in grid-like chart

Protobi has features that help you analyze and display text verbatims, including one of our more recent additions, the "Verbatim" chartType. When you crosstab this chart it allows you to see the coded text verbatims and the raw open-ends that belong under each code.  Set chartType as "Verbatim" This chartType is not yet available through the chartTy...

1 min reading 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 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...

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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 April 28th, 2020 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 ...

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Updated December 18th, 2020 by Tiffany Lee

Separate words in text verbatims

Press the element's context menu and choose more properties. Next to split enter where you want text to be split (at every space, comma, semicolon, etc.).  Here, we entered a space: See related Splitting text responses...

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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...

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Updated March 16th, 2020 by Tiffany Lee

Copy an element into a different tab

Press on the desired element and drag it into the tab (or within the tree). There will be a mirror option and a clone option.  See related Copy or clone...

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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 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 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:...

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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"....

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Updated January 11th, 2022 by Tiffany Lee

Group questions together

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

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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 October 3rd, 2022 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").  Drop-down menu Press on the + sign on any ele...

1 min reading time
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...

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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 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 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 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...

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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 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 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 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 January 30th, 2020 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 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 October 25th, 2022 by Tiffany Lee

Save charts as preset templates

Add charts to the gallery as templates and you can apply the same settings to any chart.  Add to the chart gallery You can create a new chart gallery template by setting the chartType, and chartOptions exactly as you want on any element or group. Once you have everything set the way you like, open the editor panel and press the "Add this to gallery"...

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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...

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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 October 3rd, 2022 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 November 3rd, 2022 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 August 12th, 2020 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 element...

0 min reading time
Updated September 13th, 2022 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 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 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 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 August 9th, 2022 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 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 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 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 October 3rd, 2022 by Tiffany Lee

Combine multiple waves of a study

There are two types of data merging. One is to combine different datasets by appending more rows, and the other is  joining data to merge in new variables . The example code in this tutorial appends rows of data from multiple surveys vertically, resulting in a larger combined dataset. This is also referred to as "stacked" data. This method is suitab...

0 min reading 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 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 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 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 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 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 August 8th, 2022 by Tiffany Lee

Condense ranking questions into a compact view

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0 min reading time
Updated October 3rd, 2022 by Tiffany Lee

Tracking studies

Tracking studies in Protobi start off like any other project. Send us your survey data file, or upload it yourself to create a project.  If you have a few waves of data, you can combine the data from multiple survey files in a Protobi data process. Each wave or each quarter, we can create a new independent workspace so the project view can evolve as...

1 min reading time
Updated November 28th, 2022 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...

3 min reading time
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 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 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 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

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 March 13th, 2020 by Tiffany Lee

Open a project

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

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 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...

0 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 October 3rd, 2022 by Tiffany Lee

Create a multi-wave project

This tutorial shows how to create a multi-wave project using the project set up from a previous wave of the same study. If you want to create a multi-wave project and set up the questions from scratch, check out: Create a new project Basic project setup recommendations Combine new waves of data with prior waves With each new wave of data a new proje...

3 min reading time
Updated July 23rd, 2020 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 November 15th, 2022 by Tiffany Lee

Toolbar shortcuts cheat sheet

Download PDF: Shortcuts cheat sheet.pdf...

0 min reading time
Updated September 12th, 2022 by Tiffany Lee

Use JavaScript to process data

You can make programatic changes to your survey data by adding code to your project to process data.  There are two ways to add code to your project, either in pre-calculate which run each time you open the project or in a static data process that you run manually. For small modifications, pre-calculate is a good place to start. It's suitable for sm...

2 min reading 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 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 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 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
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