Introductions

  • How are you doing?
  • No, really! Give us numbers...
  • What would you like to learn?
  • What's your go-to tool for survey analysis?
  • Our design goals for Protobi .. better way to see, analyze and share survey data

Why Protobi?

  • Complex surveys, lots of questions
  • Subquestions, skip patterns, etc.
  • You need to clean the data
  • Your team collaborates on analysis
  • Impatient clients
  • Followup questions

Goals of this training

  • Create a new project
  • Do simple edits on your own
  • Export data to PowerPoint, Excel
  • Do advanced edits on your own

Case study

  • Coding Verbatims!
  • Stacking multiple waves!
  • Stacking patient cases!
  • Merging open end translations!
  • Foreign language characters!

Materials

Open this training:

Download these to your machine:

Sign in

  • https://protobi.com
  • Enter email address
  • Press on sign in in link
  • Sign in for 7 days or until you sign out

Create a new project

  • Press "Create project"
  • Select "example.sav"
  • Press "Pilot / Invoice later"

Project Overview

  • Set Name
  • Set group
  • Set logo URL
  • Set PowerPoint template

Add Permissions

  • Enter email address of a colleague
  • Set permission to "View", "Edit" or "Admin"
  • Notify colleague they're on the project

Collaborate!

  • Have your colleague open the project also
  • Note the blue circle in the upper right indicating other views
  • Have one of you hit "Save"
  • Note the other user gets and alert and the circle turns orange

Open project

  • Tree on left organizes elements conceptually
  • Tabs on right organizes elements graphically
  • Initially all elements are in one group Fields
  • To start, we show just the first 12 elements of Fields

Organize

  • Create a new tab , e.g. "S"
  • Create a new group (Shift+G), e.g. "A1"
  • Extract common title text for a group
  • Autogroup
  • Move a group to the top to be a tab
  • Dissolve a group (Shift+U)
  • With Power Comes...*

Types of questions

  • Ask audiences on the type of questions they ask
  • Yes/no
  • single select
  • multiple select
  • numbers/percent
  • verbatim
  • Protobi menu - upper right
  • Tool buttons - N, Clear, Set base, #/%, Format, [NA], Crosstab, Export, Save, Scenarios
  • Fields Window
  • Tabs
  • Questions box
  • Project menu
  • Weights
  • Cross tab significances

Compact groups of checkboxes/ratings

  • Compact group the children together.
  • Single value
  • Array of multiple values (top boxes)
  • To summary statistic
    • Mean
    • Max,
    • Min,
    • Median,
  • Stacked

Transform the data [transform]

  • create summarized value based on the values of the children
  • type of the group is no longer "empty"
  • normally hideChildren = true

Cross tab

  • Use element with values (or transformed group)
  • Create single cross tab between two elements
  • Global cross tab
  • Cross tab significance tests

Element and Group Editor

  • Press the
    or
    edit icon for the element or group
  • Select "Edit..."
  • Properties are specified in JSON
  • See Advanced properties

Exporting

  • Select one element
  • Press the "Export" button and choose "Export to PowerPoint"
  • Press the "Export" button and choose "Export to Excel"
  • Note: Recent exports are stored under "Downloads" on the Admin page

Upload new data

  • Go the Project Admin page by selecting "Edit Project..."
  • Go to the Data tab
  • Find the data "main"
  • Press the "Upload" box
  • Select a data file (e.g. "example.sav")
  • Open project

Pre-Calculate

  • Useful for cleaning the data
  • Executes every time you open the project
  • Go the Project Admin page by selecting "Edit project..."
  • Go to the Pre-Calculate tab
  • Enter the following code
rows.forEach(function(row) {
    if (row.S2 > 100) row.S2 = 100;
})
return rows;
  • Re-open the project

Stack multiple waves of data

  • Useful for combining multiple data files
  • Executes every time you open the project
  • Go to Project Admin and select the Datatab
    • Create a data file "wave1" and upload "example-wave1.sav"
    • Create a data file "wave2" and upload "example-wave2.sav"
    • Create a data process "combined" and press "Edit/Run..."
  • Enter the following code
rows = CSV.stack_rows([
        data['wave1'],
        data['wave2']
]);
rows.forEach(function(row) {
    if (row.S2 > 100) row.S2 = 100;
})
return rows;
  • Press "Save" and "Run" (look for green "Success" alert)
  • Open the project and observe N=52

Merge datasets by join keys

  • Go Project Admin and select the Data tab
  • Go to the data process combined and select "Edit/Run..."
  • Enter the following code
rows = CSV.stack_rows([data['wave1'], data['wave2']);
rows = CSV.left_join(
        rows,
        data['segments'],
        ['respondentId', 'country'],
        ['segment']
);
rows.forEach(function(row) {
    if (row.S2 > 100) row.S2 = 100;
})
return rows;
  • Re-open the project

Recap

  • You created, customized, cleaned, exported and shared a new project!
  • We can help you with any of this on a professional project