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Export data

Updated at 2019-09-19 16:10:26 UTC
Protobi toolbar showing the Export button with a dropdown menu displaying export format options including PowerPoint, Excel as tables, and CSV data export options.

Get data out of Protobi by exporting elements to PowerPoint or Excel. Select the elements or groups, then press the Export button on the toolbar. From the dropdown menu choose the export format. 

Animated demonstration showing the process of selecting multiple chart elements in Protobi and exporting them to PowerPoint. The animation shows clicking the Export button and choosing PowerPoint from the dropdown menu.

Protobi exports to PowerPoint as editable charts and to Excel as tables or raw respondent leve data. 

Icons showing export format options: a PowerPoint icon, an Excel icon, and a CSV file icon, representing the three main export formats available in Protobi.

Export to PowerPoint

You can export to Protobi's default PowerPoint template or use your own custom template. The keyboard shortcut for export to PowerPoint is Shift + X + P.

Most charts will export as native, editable chart objects with the data embedded inside an Excel file. 

PowerPoint slide showing an exported Protobi bar chart with the chart selected, revealing the embedded Excel data source and editing handles around the chart object.

Chart types like Word Cloud will generate as editable text shapes with the same color, position, etc. that you see online.

PowerPoint slide showing an exported word cloud as individual editable text boxes, with one word selected displaying editing handles, demonstrating that each word is a separate shape object.

PowerPoint export options

You can choose PowerPoint export options from the Chart type dialog.

Chart type dialog showing PowerPoint export options with radio buttons for 'charts', 'shapes', 'image', and checkboxes for 'keep table' and 'update only' settings.

charts: Export to PowerPoint as native, editable charts. For some chart types, like Word Clouds, there isn't a native chart option in PowerPoint, so even if you select charts the export will be shapes.

shapes: Export as editable shapes and text.

image: Export as static image.

keep table: For Print layout charts, export legend, y-axis categories, and statistics columns as a table behind the chart.

update only: Only update the chart data and keep other chart formatting as it is in the template. This is for projects with custom PowerPoint templates.

Export to Excel as tables

Exports in this format have a "main" worksheet, and each selected element is on its own worksheet within the Excel file. For groups, its worksheet will contain tables for each element within the group.

Excel workbook showing multiple worksheet tabs at the bottom, with tabs labeled for different survey questions and a 'main' index worksheet, demonstrating the multi-sheet structure of Protobi Excel exports.

For your convenience, exports to Excel as tables will generate data tables in both counts and percents. This makes it easy to select and chart the data in either variation. 

Excel worksheet showing a data table with both count values and percentage values for the same survey data, arranged in adjacent columns with clear headers.

Copy data as text

If you want to quickly copy numbers without exporting to tables, select "Copy as text/html" from the group or element's context menu. This will copy the element's data into your clipboard.

Context menu showing various options including 'Copy as text/html' highlighted, along with other chart manipulation options like Clone, Filter, and Export.

Export respondent-level data

Export as data to CSV to generate a file with respondent-level data. The resulting worksheet contains columns for just the elements you select, and rows for just your current scenario. 

Labeled vs raw

You can export the data either labeled or raw. 

Below (on the left) we exported psraid, q1 and q2 as a labeled CSV. This will include the element title and format. 

On the right, we exported the same elements as a raw CSV. This will generate a file with the raw data values. 

Side-by-side comparison of two CSV files in Excel: the left showing labeled data with readable question titles and formatted responses, the right showing raw data with variable names and numeric codes.

Export the entire dataset

If you want to export all project data, press the trigram in the upper right and choose either Excel or CSV format. This will export every element as respondent level data.

Trigram menu (three horizontal lines) opened in the upper right corner of Protobi, showing options to export the entire dataset in Excel or CSV format.

You can also download data from project settings which will exclude any columns that were created in the front-end of the project (clones, transformed groups, etc). 

Video tutorial

Export to PowerPoint & Excel

custom template