## Introductions * [How are you doing?](https://app.protobi.com/v3/datasets/5386226fa0caa60200000003) * 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: * [https://protobi.com/tutorial/training](/tutorial/training) Download these to your machine: * https://protobi.com/data/sav/example-wave1.sav * https://protobi.com/data/sav/example-wave2.sav * https://protobi.com/data/sav/example-segment.csv ## Sign in * https://protobi.com * Enter email address * Click 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 ## Navigate the project view * 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](/tutorial/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 ```js 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 **Data** tab * 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 ```js 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 ```js 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