New to Protobi?

• Learning with Protobi tutorials
• Sign into Protobi
• Project flow
• Initial design work session
• Shortcuts cheat sheet
• Protobi quick-start PowerPoint tutorial

View

• Press to query
• Baseline
• Sorting responses
• Blank, skipped, and missing values
• Crosstabs
• Global filters
• Scenarios
• Exporting data
• Text verbatims

Edit

• Autogroup
• Hide, remove, delete
• Element properties
• Titles, display key, and footnotes
• Move, mirror, clone
• `x`Bin numeric values
• Summary statistics
• Extract common text
• Colors
• JSON editor
• JSON syntax for elements
• Chart types
• Format dialog
• Compact to...
• Code text verbatims
• Element specific filters
• Translate languages
• Ways to display rankings

Admin

• Create a new project
• Project properties
• Project settings
• Project overview
• Custom PowerPoint template
• Project permissions
• Project data
• Update project data
• Project history
• Okta authentication
• Project wiki pages
• Reformat tool (beta)

Advanced editor

• Transform
• Condense text verbatims
• Transform to compact
• Replace missing values with zeros
• Splitting text responses
• Numeric variables with long-tail distributions
• Extreme values: Winsorize, trim or retain?
• Date/time values
• Calculating ratios
• Weights

Charts

• Word clouds
• PairedTable
• Venn diagrams
• Cumulative line charts
• TopBoxTornado for multiple ratings
• Sankey flow diagrams
• US State maps
• Google Maps chart
• Kaplan-Meier curves
• Van Westendorp's Price Sensitivity Meter

Superuser

• Protobi REST API
• Protobi R library
• Customize Protobi style
• Create new chart types
• Process data in Protobi
• Stacking survey data loops in Protobi
• Import layout data from Confirmit
• Protobi Web API

How to...

• How to share a project
• How to export data from a project
• How to upload new data into an existing project
• How to move questions (elements)
• How to delete elements
• How to resize charts
• How to change titles on elements
• How to extract common text titles
• How to create a crosstab
• How to change toolbar position
• How to put elements on individual tabs
• How to adjust decimals shown
• How to search and filter text responses
• How to separate words in text verbatims
• How to recode values into custom categories
• How to include a response in multiple codes
• How to copy an element into a different tab
• How to clone an element within the same tab
• How to compact set of questions
• How to filter or remove respondents

Previously asked questions

Videos

• Intro to Protobi
• Project flow
• Import a new data set
• Create a new project
• Get started
• press to drill in
• Toggle percentages & counts
• Missing values
• Bin ranges for numeric questions
• Crosstabs
• Checkboxes & Numeric grids
• Search and filter text open-ends
• Cloud translations
• Chart types
• Ratings questions
• Export to PowerPoint & Excel
• Let's make a word cloud
• Clone elements
• Recode text for analysis
• Organize the data view
• Weight data
• Calculate ratios
• Compact related questions
• Condense multiple text columns
• "is," "or," and "not" queries

GSG Topics

SERMO Topics

• Sign into SERMO Dashboard Analytics
• SERMO Dashboard Analytics optional capabilities