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). 

<img src="/uploads/upload/image/5200/direct/1659723865160-1659723865160.png" alt="Create a new Protobi project interface showing four steps: 1) Select a datafile with a CSV/SAV upload box, 2) Schedule a session calendar showing dates in August, 3) Select version with pricing options ($3200, <img src="/uploads/upload/image/5200/direct/1659723865160-1659723865160.png"400, and $0), and 4) Authorize payment form with billing fields" width="600px">

Schedule a session

Press "Schedule a session" to be view the project support calendar. Choose a date and time for an initial work session. 

Select version

New to Protobi? Select an intro project, and let us show you what's possible. You'll get temporary access to a full interactive online view of your entire survey with admin access. We'll help you get setup and you can schedule an intro design work session.

One project space for a full length survey. An expert project will get you the software and project support. All visualization and data prep capabilities. You get an interactive online view of your entire survey with admin access to edit and share with colleagues.

A professional project will include full service for new and continuing clients. We set you up with the initial design, online design review/training sessions, and some data processing.

You get an interactive online view of your entire survey with admin access to edit and share with colleagues.

Authorize payment

Enter billing details to request an invoice. 

​Project settings

After you press "Request invoice", you will see the project settings to-do page with the new project info. 

<img src="/uploads/upload/image/5200/direct/1659724027980-1659724027980.png" alt="Project settings page showing 'To-do list' tab with details for a new expert project including status 'Waiting for Protobi', next step to schedule design work session, client and lead information, estimated hours (3), and invoice amount (<img src="/uploads/upload/image/5200/direct/1659724027980-1659724027980.png",400.00)" width="600px">

Overview

Press the overview tab. Here you can edit project details and add a logo and splash image. 

Permissions

Grant your client and colleagues access to the project on the permissions tab.

Upload supporting documents

In the data tab you can add supporting documents such as the survey questionnaire by pressing +New document. 

Upload the file into the document table:

Open your project

Press the "Open" tab in project settings to see an initial view of your survey data. 

Protobi creates an initial view where every column in your data appears as an interactive chart.  

Create an initial design

The next step is to neatly organize what may be many hundreds or thousands of data columns into higher level groups and tweak how they appear.

Start by running Autogroup to organize your data into sections. 

Make design tweaks so each appears in a form suitable for your analysis:

• Compact checkboxes and ratings into tidy collections
• Extract common text into parent groups
• Translate text verbatims
• Bin numeric values into ranges
• Recode text verbatims
• Set filters to reflect skip patterns
• Change chart types
• Zero fill missing values
• Edit value formats

Learn more in our Basic setup tutorial.

Video tutorial

Create a new project