Tiffany Lee
tiffany@protobi.com

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12 Articles Written Last Month

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Updated January 30th, 2020 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 February 20th, 2020 by Tiffany Lee

Date/time calculations

Protobi can help with converting date values into a desired format for analysis. In our Date/time values tutorial, we demonstrated a few basic ways to parse and analyze dates. Here, we will discuss some advanced date calculations that can be done in Protobi. We can use Protobi's backend data process to perform calculations such as:  Converting separ...

3 min reading time
Updated February 5th, 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 February 20th, 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...

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Updated February 20th, 2020 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...

1 min reading time
Updated February 6th, 2020 by Tiffany Lee

How to create a crosstab

Press and drag an element to create a cross tab. Press and drag the element away to un-crosstab.  See related Crosstabs...

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Updated February 24th, 2020 by Tiffany Lee

Significance testing

There are two ways Protobi uses significance testing: Comparing current vs baseline scenario In Crosstabs Current vs Baseline When you press to query (e.g. "Excellent" in q2) Protobi shows results for just those respondents. The percentages and solid color bars reflect the current scenario, (e.g. only those in "Excellent" health). The thin black out...

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... ...

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Updated January 6th, 2020 by Tiffany Lee

Create a new project

Upload data Begin by going to "My projects" and pressing on the "New project" baseball card seen below. You will be prompted to upload a file (CSV or SPSS).  Once the data is uploaded, your project has been created. You will be brought to the "Overview" tab of the project Admin page: You will see a "Open" tab at the top of the project Admin page. Pr...

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Updated January 17th, 2020 by Tiffany Lee

Project data

Data for a project is stored in its data tab. There are three different data types you can store information as. 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.  New data table Data displayed in rows and columns are...

1 min reading time
Updated January 6th, 2020 by Tiffany Lee

Transform to compact

Protobi's "Compact" transform allows you to transform a  group of elements into a single element  with multiple response values.   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 of all selected items, or Combining rankings into a single top-ranked items. ...

1 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...

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Updated February 20th, 2020 by Tiffany Lee

Reformat tool (beta)

Protobi has a reformat tool that aides in the process of coding text verbatims into broader categories. Each element has a reformat page. 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 corresponding tags Codes: Every tag that is added to the element ...

1 min reading time
Updated January 18th, 2020 by Tiffany Lee

Update project data

You can update data in Protobi as often as you need. For example, if your survey is in field, you can upload data every day as fielding progresses. Data in Protobi is independent of the view, so you can update data without resetting your charts and organization. To update data, go to the Project settings page and select the Data tab.  You can either...

1 min reading time
Updated January 23rd, 2020 by Tiffany Lee

Project properties

The Project properties dialog shows you options that are set globally. To open the Project properties dialog, press the trigram in the top left corner of the tabs (seen below). P-value for sig tests: Change the P-value for significance tests Toolbar position: Adjust the position of the toolbar Crosstab significance tests: Choose between pairwise and...

0 min reading time
Updated October 16th, 2019 by Tiffany Lee

Stacking 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: Flatten vs stack There are a few ways that looped data can be represented.  One is to "flatten" the data, such that there is one row per respondent, and one column per question per loop:  A...

0 min reading time
Updated January 13th, 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 your projects, find the baseball car...

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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 November 14th, 2019 by Tiffany Lee

Import a new data set

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Updated February 7th, 2020 by Tiffany Lee

How to include a response in multiple codes

Press "Recode..." in the context menu. Search and shift + drag to new code button. The button will turn green when you drop the values. This also works when dropping values into existing codes. It will copy (rather than move) the uncoded values over into the coded category. This way responses that fall into multiple categories (i.e., GOOD, REUSABLE,...

0 min reading time
Updated February 20th, 2020 by Tiffany Lee

How to export data from a project

To export data out of Protobi, press the export button on the toolbar. Choose an export format. See related Exporting data...

0 min reading time
Updated October 22nd, 2019 by Tiffany Lee

Protobi quick-start PowerPoint tutorial

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 February 20th, 2020 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....

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Updated November 15th, 2019 by Tiffany Lee

Clone elements

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Updated November 15th, 2019 by Tiffany Lee

"is," "or," and "not" queries

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Updated November 15th, 2019 by Tiffany Lee

Recode text for analysis

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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 February 20th, 2020 by Tiffany Lee

Intro to Protobi

Transcript Welcome to this brief tour of Protobi.  Login using open ID and see a list of all your projects.  Create a new project by dragging in a CSV or SPSS file, or open an existing project.  Here we'll use the car sales open from SPSS.  Protobi displays data as: Interactive elements in the center A tree on the left A toolbar at the top that show...

1 min reading time
Updated November 14th, 2019 by Tiffany Lee

Compact related questions

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Updated January 31st, 2020 by Tiffany Lee

Shortcuts cheat sheet

Download PDF: Shortcuts cheat sheet.pdf...

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Updated November 15th, 2019 by Tiffany Lee

Condense multiple text columns

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Updated November 15th, 2019 by Tiffany Lee

Weight data

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Updated November 14th, 2019 by Tiffany Lee

Organize the data view

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Updated February 7th, 2020 by Tiffany Lee

How to 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. See related Compact to... Condense related questions: Ratings...

0 min reading time
Updated November 14th, 2019 by Tiffany Lee

Project flow

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Updated February 6th, 2020 by Tiffany Lee

How to extract common text 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. See related Extract common text...

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Updated January 28th, 2020 by Tiffany Lee

How to filter or remove respondents

Copy and paste the code below in "Pre-calculate." Within the code, make sure you enter the correct respids to filter out the relevant respondents. Hit save.  The logic is straight forward; edit the "if" statement to return false for respondents that you want to remove, and return true for those you want to keep. This code can work either in the pre-...

0 min reading time
Updated February 21st, 2020 by Tiffany Lee

Format dialog

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...

0 min reading time
Updated February 6th, 2020 by Tiffany Lee

How to 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. ...

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Updated January 28th, 2020 by Tiffany Lee

How to 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.viewModel !== 'undefined'){ protobi.viewModel.set({'showMissing': false}) return rows...

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Updated February 6th, 2020 by Tiffany Lee

How to 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...

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Updated February 6th, 2020 by Tiffany Lee

How to change titles on elements

Double press to change the element name or title. Or choose "More properties..." from the context menu and change the displaykey and title in the dialog.  See related Titles, display key, and footnotes...

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Updated February 7th, 2020 by Tiffany Lee

How to 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 February 7th, 2020 by Tiffany Lee

How to 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 November 15th, 2019 by Tiffany Lee

Calculate ratios

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Updated November 15th, 2019 by Tiffany Lee

JSON syntax for elements

JSON syntax for elements A Protobi project is specified by a JSON syntax that defines what elements exist and how they should be displayed. The primary document is an array containing one JSON object for each element. In the simple example below, there are two elements, "Q1" representing a question in the survey, and "$root" representing the top of ...

1 min reading time
Updated February 20th, 2020 by Tiffany Lee

How to share a project

In the project's settings page, press on the permissions tab. Add colleagues by email address, and manually send an email with the URL link provided.  See related Project permissions...

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Updated February 6th, 2020 by Tiffany Lee

How to get tab view of elements

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 February 7th, 2020 by Tiffany Lee

How to adjust decimals shown

Press on the trigram left of the tabs. With the project properties dialog open, you can adjust decimals for percents or counts (if applicable).  See related Project properties...

0 min reading time
Updated February 20th, 2020 by Tiffany Lee

How to 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 February 5th, 2020 by Tiffany Lee

How to 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 February 7th, 2020 by Tiffany Lee

How to recode values into custom categories

Press "Recode..." in the context menu. Search for values and drag to new code button. This is great for coding text verbatim responses, but that's not the only practical application. It can also work for coding other types of values into broader categories. For instance, you can clone an element (e.g. Country) and name it "Region." In the new elemen...

0 min reading time
Updated February 20th, 2020 by Tiffany Lee

How to resize charts

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

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Updated February 7th, 2020 by Tiffany Lee

How to search and filter text responses

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

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Updated February 7th, 2020 by Tiffany Lee

How to 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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