Create a new project

Updated at June 30th, 2021


Create a new Protobi project. Begin by clicking on "New Project" and select a CSV or SPSS file. For this example, we'll use the political survey from the Pew Research Center.

Your project is now created, press "open" to see an initial, interactive view of all your data.

Data is automatically grouped into a tree on the left under the section "Fields". The toolbar on the top shows our current sample size, as well as many other capabilities.

Select the section, "Fields" so that it is highlighted blue, and from the Advanced menu select "Autogroup".

We can create a new tab by selecting the "+" button. We can then drag elements from the tree into the new tab.

Here, we'll drag questions 1-16 into the new tab. We see questions with similar titles are grouped together. For instance q7a, q7b, q7c and q7d are grouped together because they share the prefix "q7".

Since text itself is not a variable, survey packages often cram it into variable labels. We can press the Advanced menu and select "Extract common text". The common text has been pulled out, leaving just the variable text behind. We can display q7 more concisely, compacting it to "Very favorable", or a top 2 box rating of "Very favorable, and Mostly favorable".

Again, we can remove the common text, and compact both questions 15 and 16 to "yes".

We can head back up to the toolbar, and toggle the Format button to see the underlying raw, unformatted values. We can also toggle the %# button to view data as percentages or in counts.

Create instant crosstabs by dragging q1 onto q7, shading highlights significant difference. To uncross, drag q1 out of q7.

We can also change an element's chart type, from the element's context menu select "Chart Type..." and choose Venn Diagram.

We can also change this chart into a column chart. Elements are expandable, select the element so that it is highlighted blue, and drag the resize handle to your desired width and height. Change q7 back into a core element, by once again going to the element's context menu, selecting "Chart Type..." and choose Standard.

See tutorials on organizing data and Protobi chart types to begin further customizing your survey. 

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