New to Protobi?

• Learning with Protobi tutorials
• Intro to Protobi
• Sign into Protobi
• Project flow
• Basic navigation in Protobi
• 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 or delete
• Element properties
• Titles, display key, and footnotes
• Move, mirror, clone
• `x`Bin numeric values
• Summary statistics
• Extract common text
• Colors
• JSON syntax
• Chart type dialog
• Format dialog
• Compact to...
• Code text verbatims
• Element specific filters
• Translate languages
• Ways to display rankings
• Use alternative values to calculate summary statistics

Admin

• Create a new project
• Basic project setup recommendations
• Project properties
• Significance testing
• Project settings
• Project overview
• Custom PowerPoint template
• Project wiki pages
• Project permissions
• Project data
• Update project data
• Modify survey data
• Combine multiple data sets into one project
• Project history
• Project To-do
• Recode (BETA)
• Okta authentication

Advanced editor

• Transform dialog
• Transform to condense
• 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
• Date/time calculations
• 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
• Pre-calculate vs Data processes
• Merge data using left join
• Stacking survey data loops in Protobi
• Putting numbers up front for scale questions
• Import layout data from Confirmit
• Protobi Web API
• Duplicate or "clone" a workspace

How to...

• Open a project
• Share a project
• Export data from a project
• Upload new data into an existing project
• Move questions (elements)
• Delete elements
• Resize charts
• Change titles on elements
• Extract common text titles
• Create a crosstab
• Change toolbar position
• Get tab view of elements
• Adjust decimals shown
• Search and filter text responses
• Separate words in text verbatims
• Recode 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
• Filter or remove respondents
• Set project default to not show NA
• Group elements
• Exclude zero values from stats
• Replace response values or characters

Previously asked questions

• Previously asked questions

Videos

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

GSG Topics