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Intro to Protobi
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Project flow
Basic navigation in Protobi
Initial design work session
Toolbar shortcuts cheat sheet
Protobi overview and reference guide
Create a new project
Basic project setup
Protobi project management
Tips to save analysts time with Protobi
Editor Panel
New and updated articles
Edit multiple elements at once
Release notes
How Protobi rounds raw and calculated values
Count elements, data columns and rows in a project
Tips for open-end recoding
Create and export stylized crosstab tables
See and edit data for charts in table view
Basics for viewers
Press to query
Baseline data
Sorting responses
Blank, skipped, and missing values
Crosstabs
Multiply your chart by a banner value
Global filters
Scenarios
Display top box scores
Export data
Editor Panel
Basics for editors
Basic project setup
Tips to design neat and engaging projects
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 alternate values to calculate averages
Colors
Value formats
Element specific filters
more Basics for editors...
13 additional articles
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
more Intermediate topics for editors...
6 additional articles
Charts
Chart types
PairedTable
Venn diagrams
Cumulative line charts
TopBoxTornado for multiple ratings
Sankey flow diagrams
US State maps
Google Maps chart
Van Westendorp's Price Sensitivity Meter
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
more Text open-end questions...
2 additional articles
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
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
more For project admins...
2 additional articles
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
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
How to...
Open a project
Drill into a subset of respondents
Share a project
Export data from a project
Upload new data file 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
more How to......
22 additional articles
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
more Videos...
13 additional articles
Troubleshooting
Troubleshooting
API References
Toolbar shortcuts cheat sheet
Protobi REST API
Protobi JSON API
Protobi Web API
Protobi JavaScript API cheatsheet
How to use Embedded JavaScript in Protobi
