Tiffany Lee
tiffany@protobi.com

Tiffany activity

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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...

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Updated November 15th, 2019 by Tiffany Lee

Calculate ratios

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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 August 7th, 2020 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.  Data processing code First find a variable that can be used to identify respondents....

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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...

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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 May 6th, 2020 by Tiffany Lee

Project flow

Welcome 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 begin analy...

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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...

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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...

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Updated November 15th, 2019 by Tiffany Lee

Recode text for analysis

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Updated June 23rd, 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...

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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...

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Updated September 23rd, 2020 by Tiffany Lee

Advanced text recoding

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 ...

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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...

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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...

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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 August 7th, 2020 by Tiffany Lee

Call 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.  ...

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Updated August 14th, 2020 by Tiffany Lee

Modify many elements using data process loops

Often times you might need to make the same type of change to many elements. In the example below, we would like to sum across 13 product types for S10v1 and S10v2.  One method is to create each of the new elements individually. This leads to many lines of similar code, and it is more prone to mistakes. If you want to go back and make changes to the...

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Updated August 25th, 2020 by Tiffany Lee

Basic project setup recommendations

Protobi users have the flexibility of uploading their own dataset, and setting up a project space independently.  This article describes how to set up a new Protobi project, and handle common question types. 1. Overview/Branding: Project name Logo Splash image Custom PowerPoint template 2. Overall organization: Autogroup Create sections (grouping) P...

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

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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 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 "...

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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...

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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...

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Updated July 30th, 2020 by Tiffany Lee

Merge in new data that has the same respondents

In Combine data using a simple data process, we reviewed a function that combines datasets by appending the rows of data vertically. This works when the same data column names are used for the same questions (e.g. different waves of the same study). However, you might need to merge in new data with the same respondents as the existing data. For exam...

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Updated November 15th, 2019 by Tiffany Lee

Condense multiple text columns

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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 July 30th, 2020 by Tiffany Lee

Combine multiple waves of a study

This method of combining data utilizes a stacking function that is suitable when the datasets being combined use the same data column names for the same questions (e.g. different waves of the same study). New questions are fine, so long as the data column name is not the same as an old question from a previous wave.  This tutorial shows how to combi...

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Updated July 22nd, 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 14th, 2019 by Tiffany Lee

Compact related questions

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Updated July 23rd, 2020 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...

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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...

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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...

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Updated September 21st, 2020 by Tiffany Lee

Combine month and year values into a single date

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. This tutorial explains how to programmatically combine separate month and year values into date strings.  Example Surveys may elicit dates, not as dates, but as separate quest...

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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...

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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 ...

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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. ...

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Updated August 6th, 2020 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...

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Updated May 15th, 2020 by Tiffany Lee

Calculate simple ratios

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Updated July 22nd, 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...

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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 July 30th, 2020 by Tiffany Lee

Stack patient cases

This tutorial demonstrates how to programmatically stack survey data loops (e.g. patient cases) in Protobi. 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 for patient case 1, then repeats the same questions f...

1 min reading time
Updated August 7th, 2020 by Tiffany Lee

What is an asynchronous data process?

Asynchronous vs Simple Asynchronous (async) data processes allow you to draw data from multiple independent sources, call a wider array of functions, and take precise control over how the data is returned. The main difference between asynchronous versus simple processes is it is up to the process code to pull in the input data required, and explicit...

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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...

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Updated August 12th, 2020 by Tiffany Lee

Add a data process in pre-calculate

You can make programatic changes to your survey data by writing data processes. For small modifications, pre-calculate is a good place to start. It's suitable for changes that involve short data processing code. Practical applications: Set project default to not show NA Remove certain respondents Pre-calculate Go to project settings and click on the...

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Updated November 15th, 2019 by Tiffany Lee

Weight data

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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...

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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 July 22nd, 2020 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...

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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...

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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 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 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...

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Updated September 23rd, 2020 by Tiffany Lee

Identify outlier or low quality responses

Your survey has completed fielding, and you're starting to look through the data only to find that some responses are out of the ordinary. Is it possible the outlier responses are not genuine and some participants were providing low quality responses? There are different methods to check for outliers or low quality data in survey responses. Your pro...

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Updated August 13th, 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;...

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Updated November 14th, 2019 by Tiffany Lee

Organize the data view

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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....

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Updated August 25th, 2020 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 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...

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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 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...

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Updated August 7th, 2020 by Tiffany Lee

What's data processing?

Often times survey data needs to be modified prior to analysis. 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. We refer to this as data processing.  Why process data? Even for the best designed surveys, you may need to do additional data...

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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 July 8th, 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...

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Updated July 21st, 2020 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 a...

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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 November 15th, 2019 by Tiffany Lee

Clone elements

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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,...

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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 May 7th, 2020 by Tiffany Lee

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

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 20-25. Press c...

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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...

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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 July 22nd, 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...

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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 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. ...

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Updated March 13th, 2020 by Tiffany Lee

Open a project

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

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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...

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Updated May 6th, 2020 by Tiffany Lee

Import a new data set

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 left, unde...

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Updated June 23rd, 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...

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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. ...

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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...

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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 September 21st, 2020 by Tiffany Lee

Calculate time between dates

This tutorial shows how to programmatically calculate the time between date values in your survey.   Example In the example below, we want to calculate the time interval between dates entered for q3 and q4.  Data processing code For the time fields enter: key: Create a key that can be easily found and identified (e.g. q3_q4) start: Start date/time (...

1 min reading time
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