Toolbar shortcuts cheat sheet
Administrator
Updated at November 28th, 2023
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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 quick-start tutorial (slides)
- Create a new project
- Basic project setup
- Protobi project management
- Tips to save analysts time with Protobi
- Editor Panel
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New and updated articles
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Basics for viewers
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Basics for editors
- Basic project setup
- 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
- Tips to design neat and engaging projects
- 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
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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
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Charts
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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
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Tracking studies
- 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
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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
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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
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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
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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
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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
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Troubleshooting
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API References