New to Protobi?

• Intro to Protobi
• Learning with Protobi tutorials
• Sign into Protobi
• Project flow
• Basic navigation in Protobi
• Initial design work session
• Toolbar shortcuts cheat sheet
• Protobi overview and reference guide
• Create a new project
• Basic project setup
• Protobi project management
• Tips to save analysts time with Protobi
• Editor Panel

New and updated articles

• Edit multiple elements at once
• Release notes
• How Protobi rounds raw and calculated values
• Count elements, data columns and rows in a project
• Tips for open-end recoding
• Create and export stylized crosstab tables
• See and edit data for charts in table view

Basics for viewers

• Press to query
• Baseline data
• Sorting responses
• Blank, skipped, and missing values
• Crosstabs
• Multiply your chart by a banner value
• Global filters
• Scenarios
• Display top box scores
• Export data
• Editor Panel

Basics for editors

• Basic project setup
• Tips to design neat and engaging projects
• Autogroup
• Hide or delete
• Bin values into numeric ranges
• Extract common text from titles
• Headline, title, display key and footnote
• Compact questions into concise views
• Edit properties dialog
• Chart types
• More chart properties
• Summary statistics
• Use alternative values to calculate summary statistics
• Colors
• Value formats
• Element specific filters
• Translate languages
• Ways to display rankings
• Recode dialog
• Apply skip logic
• Calculating ratios
• Notes
• Simple open-end recoding
• Editor Panel
• Protobi's order of operations
• How elements get their data: field, element and transform
• Edit multiple elements at once
• Copy/paste elements to create different views or apply attributes from one element to another
• See and edit data for charts in table view

Intermediate topics for editors

• Calculate/Transform dialog
• Transform to condense
• Transform a group into its compact values
• Count checkbox selections
• Replace missing values with zeros
• Splitting text responses
• Numeric variables with long-tail distributions
• Extreme values: Winsorize, trim or retain?
• Check for straight-liners with standard deviation
• Date/time values
• Comparing dates
• Weights
• Use slide layout to build your report
• Show text, images and videos in your project
• Create custom charts
• Date/time calculations
• Quality check responses and flag outliers
• Kaplan-Meier curves
• Generate large crosstabs to Excel using Protobi’s SuperTables
• Duplicate or "clone" a workspace
• JSON syntax
• Create a new workspace for a tracking study

Charts

• Chart types
• PairedTable
• Venn diagrams
• Cumulative line charts
• TopBoxTornado for multiple ratings
• Sankey flow diagrams
• US State maps
• Google Maps chart
• Van Westendorp's Price Sensitivity Meter

Text open-end questions

• Search open-ends using regular expression
• Search and filter text responses
• Search and filter text open-ends
• Condense text open-ends
• Condense text open-ends video
• Let's make a word cloud
• Word clouds
• Separate words in text open-ends
• Splitting text responses
• Simple open-end recoding
• Advanced tool to recode text open-ends
• Advanced open-end recoding
• Recode text for analysis
• Display open-ends in a grid that shows both raw and coded values
• Set up open-end questions for easy recoding
• Tips for handling open-ends in tracker projects
• How elements get their data: field, element and transform
• Tips for open-end recoding

Tracking studies

• Organizing the view

  • Move, mirror, clone to organize the view
  • Chart gallery: save preset chart templates

• Tracking studies
• Create a new workspace for a tracking study
• Combine multiple waves of data
• Move, mirror, clone to organize the view
• Chart gallery: save preset chart templates
• Scenarios
• Global filters
• Generate large crosstabs to Excel using Protobi’s SuperTables
• Tips for handling open-ends in tracker projects
• How elements get their data: field, element and transform
• Set up open-end questions for easy recoding

For project admins

• Project properties
• Stats tests for “statistical significance”
• Project settings
• Project overview and branding
• Project wiki pages
• Project permissions
• Project data
• Modify survey data
• Project history
• Project to-do
• Okta authentication
• Reconcile question numbers across waves
• Tracking studies
• Custom PowerPoint template
• Use table properties to store and retrieve pre-defined variables for data process
• Project elements
• Set project language
• Count elements, data columns and rows in a project

Process data in Protobi

• Clean/process data
• JavaScript basics
• Use JavaScript to process data
• Filter or remove respondents
• Combine multiple waves of data
• Join additional data to your project
• Combine data from multiple projects
• Stack survey data loops
• Replace missing values with zeros
• Use loops to write efficient JavaScript
• Temper market share data
• Modify survey data
• Use table properties to store and retrieve pre-defined variables for data process

Advanced topics

• Protobi REST API
• Protobi R library
• Customize Protobi style
• Survey data loops in Protobi
• Putting numbers up front for scale questions
• Cluster analysis and segmentation
• Import layout data from Confirmit
• Protobi Web API
• Comparing percentages:Independent vs paired samples
• Specify custom stats test algorithms
• Protobi JSON API

How to...

• Open a project
• Drill into a subset of respondents
• Share a project
• Export data from a project
• Upload new data into an existing project
• Move questions (elements)
• Toggle from percent to respondent count
• Delete elements
• Create a new element
• Resize charts
• Edit display keys and titles
• Extract common text from titles
• Create a crosstab
• Change toolbar position
• Change sections to a tab view
• Adjust decimals shown
• Search and filter text responses
• Group values into custom categories
• Include a response in multiple codes
• Copy an element into a different tab
• Clone an element within the same tab
• Compact set of questions
• Set project default to not show NA
• Add a new tab
• Group questions together
• Exclude zero values from stats
• Replace response values or characters
• Show text that is cut off
• Show N size for a group of elements
• Copy titles from all children of one group to another
• Separate words in text open-ends
• Select elements to export, group, etc...
• How to remove decimals from bins
• Hide toolbar buttons
• Add a project intro
• Hide tabs from view users
• Blank titles in compact groups
• Save project changes

Videos

• Intro to Protobi
• Project flow
• Get started
• Create a new project
• Import a new data set
• Organize the data view
• Press to drill in
• "is," "or," and "not" queries
• Toggle percentages & counts
• Missing values
• Bin ranges for numeric questions
• Checkboxes & Numeric grids
• Ratings questions
• Condense ranking questions into a compact view
• Crosstabs
• Chart types
• Search and filter text open-ends
• Cloud translations
• Recode text for analysis
• Let's make a word cloud
• Clone elements
• Weight data
• Export to PowerPoint & Excel
• Calculate ratios
• Calculate simple ratios
• Condense text open-ends video
• Advanced tool to recode text open-ends
• Tips for open-end recoding
• Create and export stylized crosstab tables

Troubleshooting

• Troubleshooting

API References

• Toolbar shortcuts cheat sheet
• Protobi REST API
• Protobi JSON API
• Protobi Web API
• Protobi JavaScript API cheatsheet
• How to use Embedded JavaScript in Protobi