Tiffany Lee
tiffany@protobi.com

Tiffany activity

16 Articles Written Last Month

-93.75%

0 4 71 0 0 9 1

Updated March 23rd, 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...

0 min reading time
Updated March 5th, 2020 by Tiffany Lee

Group elements

A simple way to group is to select the elements that you want grouped together. Then press "group" from the Advanced button.  Another way to group elements is to create the group (e.g. Section 3) first, then put the desired elements under "children" in the JSON. In the example below we "Edit JSON" for Q and add a new element "Section 3" under the li...

0 min reading time
Updated March 25th, 2020 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 March 13th, 2020 by Tiffany Lee

Open a project

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

0 min reading time
Updated April 9th, 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 Beta chart with text that is cut off.  Wrap chart text To ensure the full text shows, wrap the chart text. From the context menu open the "Chart type..."...

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

Merge data using left join

If you have new data fields to add to a project, or you need to replace existing data you can use a left join process (e.g. appending specialties to an existing data file, or to bring in coded values of open-ends.). A left join keeps data in the left table, and only bring in the data on the right table if there is a matched key. In the example below...

0 min reading time
Updated March 12th, 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 February 6th, 2020 by Tiffany Lee

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...

0 min reading time
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...

0 min reading time
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 March 23rd, 2020 by Tiffany Lee

Basic project setup recommendations

Some users like the flexibility of uploading their own dataset, and setting up a Protobi workspace independently.  In this article, we will discuss how you can set up a project by walking through how we typically set up and organize a new Protobi project. We'll also review common question types, and show the recommended visualization.  1. Overview/B...

4 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...

0 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...

0 min reading time
Updated April 3rd, 2020 by Tiffany Lee

JavaScript primer

JavaScript programming language can be used to do substantial data processing in Protobi. You can do additional data refactoring and cleaning such as: remove respondents merge in translations combine waves stack patient cases, choice cards, etc. JavaScript is one of the most widely used programming languages, every web page on the internet uses Java...

4 min reading time
Updated March 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...

2 min reading time
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... ...

0 min reading time
Updated March 27th, 2020 by Tiffany Lee

Create a new project

Begin by going to "My projects" and pressing on "New project..." (seen below). Select a datafile You will be brought to the page below. The first step is to select a datafile. You can drop a file into the tile, or click the dotted box to upload a file (CSV or SPSS).  Verify the data After you select a file, you can verify the data. The data table vi...

1 min reading time
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 March 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...

0 min reading time
Updated March 3rd, 2020 by Tiffany Lee

Recode (BETA)

Protobi has a few features to simplify the process of coding text verbatims, the Recode dialog and Recode (BETA). The Recode (BETA) page 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 ...

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...

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 November 14th, 2019 by Tiffany Lee

Import a new data set

...

0 min reading time
Updated February 7th, 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,...

0 min reading time
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...

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....

1 min reading time
Updated November 15th, 2019 by Tiffany Lee

Clone elements

...

0 min reading time
Updated November 15th, 2019 by Tiffany Lee

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

...

0 min reading time
Updated November 15th, 2019 by Tiffany Lee

Recode text for analysis

...

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 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

...

0 min reading time
Updated January 31st, 2020 by Tiffany Lee

Shortcuts cheat sheet

Download PDF: Shortcuts cheat sheet.pdf...

0 min reading time
Updated November 15th, 2019 by Tiffany Lee

Condense multiple text columns

...

0 min reading time
Updated November 15th, 2019 by Tiffany Lee

Weight data

...

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

Organize the data view

...

0 min reading time
Updated February 7th, 2020 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. See related Compact to... Condense related questions: Ratings...

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

Project flow

...

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

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...

0 min reading time
Updated January 28th, 2020 by Tiffany Lee

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

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 January 28th, 2020 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.viewModel !== 'undefined'){ protobi.viewModel.set({'showMissing': false}) return rows...

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

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...

0 min reading time
Updated February 7th, 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...

0 min reading time
Updated February 7th, 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...

0 min reading time
Updated November 15th, 2019 by Tiffany Lee

Calculate ratios

...

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 February 6th, 2020 by Tiffany Lee

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. ...

0 min reading time
Updated February 7th, 2020 by Tiffany Lee

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

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...

0 min reading time
Updated February 5th, 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....

0 min reading time
Updated March 12th, 2020 by Tiffany Lee

Recode 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 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. ...

0 min reading time
Updated February 7th, 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 February 7th, 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...

0 min reading time
Load More