Select the questions that you want to group. Press "group" from the Advanced button. ...

Even for the best designed surveys, you may need to do additional data cleaning and refactoring. You can make changes to data in a tool like Excel, then upload into Protobi. But there is also the option to change survey data programmatically within the app.  You can add processes to:  create a new variable remove respondents combine waves merge in t...

In the project's settings page, click on the permissions tab. Add colleagues by email address, and manually send an email with the URL link provided.  See related Project permissions...

Frequency values Press on the trigram left of the tabs. With the project properties dialog open, you can adjust decimals for percents or counts (if applicable). Note: Decimals for percents/counts only determines decimals for frequencies. If you have a group that is compacted to "mean" use valueFormat. Statistic values In groups that are compacted to...

Press the element you want to resize. Adjust by clicking and dragging the dotted box that appears. ...

There are different methods to check for outliers or low quality data in survey responses. Protobi even has a QC tool that helps you flag respondents based on pre-set conditions like straight-lining. However, there are some quality checks that are more complex and are better written out in data process. One example is using standard deviation to che...

You can use HTML and Markdown to build custom visuals in Protobi. In this tutorial we will show how to create simple custom charts, including the above graphic.  Simple example with HTML 1. Create a new element  2. From the JSON editor, set the chartType to "BasicElement". Each custom chart starts with steps 1 and 2.    3. Open the HTML content edit...

Protobi automatically runs stats tests to identify  “statistically significant” differences in the standard chart types: Baseline bar charts comparing the current scenario to the baseline scenario Crosstabs   compare each column to either the Overall column (default) or to each other column (pairwise option) Current vs Baseline When you press to que...

There are a couple of ways you can set up open-ends to easily recode responses from different questions or groups at once. In this article we describe two common cases for open-ends and which method you should use for each. We also show how to use our feature that simplifies creating hierarchical codeframes.  Combine multiple open-end responses into...

This tutorial shows data processing code to remove data from a project on a per respondent level.  The code to remove respondents can be added to static data processes or pre-cal since it is lightweight, and  doesn't impact processing time when opening the project.  Code First find a variable that can be used to identify respondents. Typically, ther...

When you open a Protobi project you see how the app displays data in an interactive view. This tutorial shows some functions of Protobi associated with basic navigation. To see a demo project, check out the Example Pharma Survey.  Navigation components:  Tabs (top level groups/elements) with each question appearing as an interactive chart A tree wit...

Transcript This video shows how to set up open-ends for easy recoding and tips to handle open-end recoding in tracker studies. Setting up open-ends for easy re-coding Often times, surveys let respondents enter open-ends in multiple text boxes. Each text box is programmed as a separate column. In Protobi, each column is represented as an individual c...

In the format dialog, there is a column "Mean" where you can enter alternative values. These "Mean" values override original values when calculating summary statistics. Let's take a look at two situations where this feature would be applicable. Use alternative values to calculate summary statistics for questions with: Qualitative response categories...

An intro element at the beginning of a project has visual appeal, and informs the user about the study.  1. To add an intro element, go to the "More properties..." dialog for the group (e.g. Screener). Reference a new item "Intro" as the first item in the "children" attribute.  The element will initially appear empty: 2. To add images and text, open...

You might encounter elements where the title appears blank when the group is compact. Typically, this element has a less than sign in the title, which is causing the title to appear blank. The greater than and less than signs are special characters in HTML. If we write them as > for greater than and < for less than then it will not aff...

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This tutorial shows how to create a multi-wave project by cloning the project workspace from a previous wave of the same study. If you want to create a new project and set up the questions from scratch, check out: Create a new project Basic project setup recommendations Data considerations Before creating a multi-wave project, make sure the new wave...

You can use HTML in Protobi elements to embed images and videos into a project. This can be useful when creating introduction pages for projects that will be shared with a client. You can also use this capability to insert visuals that the respondent was shown in the survey.  There are many tutorials and resources on the web to learn HTML, here we'v...

This deck gives you a brief intro of Protobi and also serves as a user guide for commonly used Protobi features. It is an initial view of the app's capabilities that prepares users to explore on their own.  There are slides about Protobi at a high level for teams that want to include Protobi in their pitch.  For trainers, it can be treated as a teac...

Tracking studies follow a topic by repeating the same survey questions to see how data points change over time. In Protobi, you can create a tracker project to compare data across wave with statistical testing, visualize trended charts and even automate the repeatable task of producing deliverables on a monthly, quarterly, etc. basis. This tutorial ...

Transcript Protobi has a chart type that lets you see your data as stylized tables that can take many crosstab banners.  We call this chart type supertables, and they are similar to reports that you might generate from a traditional crosstab package. In this video, we’ll show how to create and export these stylized crosstab tables.  Create tabs for ...

In this article we show how elements get their data values and the different attributes you can edit to change an element's data source. Initial data values By default each element looks for a data column with a column name equal to the key of the element. For instance, element Q1 will get is data from data column Q1. Field attribute  You can specif...

Interpreting and comparing date values is surprisingly nuanced. There are many common date string formats, these formats vary by country, browsers differ in how they parse date strings, and they even consider the user’s time zone, so results may vary depending on when and where the date string was parsed. This article details some practical complexi...

Programmatically stack survey data loops (e.g. patient cases) by adding the code below as a project data process. Data process code The example code below selectively stacks data columns that are looped for patient chart. The objective is to modify the data from a file where each row represents a respondent into a file where each row represents a pa...

See Advanced text recoding article for more information.  Transcript Protobi has a few features to simplify the process of coding text verbatims. There’s the Recode dialog that’s accessible from the context menu. But there is also the Advanced Recode tool that might be more suitable if you’re coding many open-end responses.  How to access First sele...

Project data is where you upload updated survey files, add processes to edit the data, and store additional documents. There are three different data types you can add. Data that is in rows and columns are added as data tables, executable files are stored as new processes, and documents that are not in CSV or SAV format can be added as new documents...

When analyzing your project you might find yourself wanting to make changes to the survey data.  For instance you might want to: Filter or remove respondents Enter missing survey data This article shows two ways you can modify the survey data for a Protobi project. Let's take a look at an example where we want to enter missing survey data. For this ...

The Project properties dialog shows you options that are set globally. To open the Project properties dialog, press the trigram in the top left corner of the tabs (seen below). P-value for sig tests: Change the P-value for significance tests Toolbar position: Adjust the position of the toolbar Crosstab significance tests: Choose between pairwise and...

Recent releases 2023-07-07 Enhance autogroup. We now recognize D3 formats for date elements. Selectively hide crosstab columns. 2023-06-28 Refine stats test markers in SuperTables.  Refine drop down menu for global crosstab button in toolbar. Enhance supertable exports to Excel. Refine Shift+drop on elements to create multiples (versus crosstabs).  ...

Protobi's "Compact" transform allows you to transform a  group of elements into a single element  with multiple response values.  This works with discrete values like 1 or [6,7] but doesn't work with means.  This works with any  group that is compacted to set of "top-box" scores, but the most common uses are: Combining checkboxes into a single list ...

With Protobi's new slide layout, you can start building your report within the project view. Slide layout let's you arrange elements like a PowerPoint slide.    Slide layout To access slide layout press on the element's context menu and choose "Chart Type...". From the chart type dialog choose "slide".     The element (Q3) is still editable like ele...

Duplicating a new Protobi workspace can be useful to create a separate project space for a new wave of an ongoing tracker study or create a limited version for client delivery. There are two ways to duplicate or "clone" an existing Protobi workspace.  A "Lite" clone keeps just the final data table and elements configuration from the original project...

Protobi uses JavaScript for data processing. There are many resources you can find on the web that teach JavaScript for beginners, but we've included some JavaScript basics here that are relevant to common data processes used in Protobi. So if you're new to Javascript, welcome, and keep in mind you're learning a language that's not specific to Proto...

Survey engines usually represent data internally in a cryptic format for computers, and have additional "meta data" that describes how to present the data for people. For instance, a survey may have a question q1 which is presented to English-speaking respondents as "Generally, how would you say things are in your life?".  Similarly the response val...

Below we have a question, Q1, where 5% of respondents answered "0". For analysis, you may want to exclude zero values in summary statistics like "Mean". One way to exclude zero values is to recode them to [NA].  From the element's context menu select "Recode..." to bring up the recode dialog: From here you can filter, select and drag responses to ex...

To export data out of Protobi, click the export button on the toolbar. Choose an export format. See related Exporting data...

Press "Recode..." in the context menu. Search and shift + drag to new code button. The button will turn green when you drop the values. This also works when dropping values into existing codes. It will copy (rather than move) the uncoded values over into the coded category. This way responses that fall into multiple categories (i.e., GOOD, REUSABLE,...

In the context menu choose "Compact to...." In the dialog choose the value you would like shown when group is compacted. We chose topbox [1,2]. 1- Very favorable 2- Mostly favorable. This is an animated GIF to see the full tutorial go to Compact to......

Press the "Open" icon on a project's baseball card. ...

Protobi can help your team save time in analysis and provide new deliverables for your clients.  Here are a few tips to save you time and get results to clients faster.  1. Number questions simply Protobi's Autogroup arranges questions alphanumerically, so use prefixes to suggest a structure.For instance, if your survey has sections like "Screener" ...

Create crosstabs in Protobi by dragging the label of one element onto another: Crosstab elements individually Drag + drop Drag one element (q1) to the heading of another (q2) to create a crosstab. The element you drag will define the columns (or "banner"), and the other will define the rows (or "stub").  To remove the banner, press the small red x o...

The fun of Protobi is to easily explore survey responses even when the surveys themselves were complex to design and field.  Whether your project is to share with your end clients or for your team only, here are a few tips to design views that are easy to navigate and easy on the eyes. Add an introduction Professional surveys can collect a lot of da...

If your survey has skip logic, where a question may apply only to a subset of respondents, you can use permanent filters to limit the element's view to just those respondents who were shown the question. Example For example, a survey asks respondents for their specialty in S1. The survey has a skip pattern where "What grade nurse are you? (S2) is on...

TranscriptWelcome to your first Protobi project. Here's what to expect as project manager. You can create and set up a Protobi project yourself by uploading the survey and data online. Or just email us your survey and data at support@protobi.com , and we can do it for you. You'll immediately get an interactive view of your entire survey, and can beg...

Protobi sets "Round by..." to auto which bins values into equal ranges. You can set "Round by..." to log for distributions with heavy tails. Learn more about the "Round by..." dialog in our "Bin numeric values" tutorial. Protobi automatically bins numeric variables into ranges. Numeric variables come in a few varieties: Constants (e.g. π = 3.141... ...

Press and drag an element to create a cross tab. Press the x to remove the crosstab  See related Crosstabs...

Press on the element you want to clone, go to the advanced button and choose clone.  See related Move, mirror, clone...

Welcome to our knowledge base! You can search for answers, browse our articles, or follow this content checklist to learn Protobi. Our tutorials are divided into 7 article based sections. We suggest new users start by going through all the topics in "New to Protobi?" Below is a table of contents you can use to keep track of your self-study progress....

In the Date/time values tutorial, we demonstrated a few basic ways to parse and analyze dates. This tutorial shows how to do two common calculations with dates: Combine month and year values into a single date Time interval calculations Convert separate date values to strings  Surveys may elicit dates, not as dates, but as separate questions (e.g. y...

You can replace characters or entire response values by using the "replace" attribute in the JSON editor.  Example This is particularly useful for instances where you want to replace a certain character, word or phrase throughout all response values. In the example below a � character appears throughout some of the response values. Sometimes when da...

In elements that contain long text, the default chart options may not allow for the full text to show. To show the full text, choose the chart option "wrap".  Example In the below example, we see a standard chart with text that is cut off.  Wrap chart text One way to make the full text show is to wrap the chart text. From the context menu open the "...

With "Check all that apply" questions, it may be helpful to count how many options respondents checked "Yes" for. Below, we have have a question S10v1 and child elements representing different products. A simple way to count the number of products selected is to use Protobi's Transform.  Transform to sum Say the underlying values in S10v1 are "0" or...

There are two types of data merging. One is to combine different datasets by appending more rows, and the other is  joining data to merge in new variables . The example code in this tutorial appends rows of data from multiple surveys vertically, resulting in a larger combined dataset. This is also referred to as "stacked" data. This method is suitab...

Press the "+" tab at the top of the page. Enter a name for the new tab and press "ok"....

Create a new element in the project view To add a new element, simply press on the plus sign within any tab to create a new element.  Result: Add data to your new element using field Once you create the new element you can use field to pull data into the element. See How elements get their data: field, element and transform to learn more. Create a n...

The order of operations in Protobi, sometimes called the calculation pipeline, is the order for formatting raw data from a data file into a neat distribution you see within an element. Note: for most elements, you will not need to apply every attribute from the calculation pipeline.  Refer to How elements get their data: field, element and transform...

Protobi has two features that make coding text open-ends easier, the Recode dialog and Recode (advanced). The advanced recode feature is particularly helpful for coding open-ends with many responses. At the top of the page the project name and the element key are displayed.  The main components of the page are: Values/ tags: The values and their cor...

Project elements is the aggregate JSON syntax for the entire project. Each element in your project has JSON (JavaScript Object Notation) syntax which defines how it should be displayed (i.e. formats, titles, chart type, etc). Under project elements you can see and edit the JSON for any element or group in the project.   Find and replace  Project ele...

We can Combine data using a simple process when all the data we need is housed within one project space. However, to combine data tables that are in separate projects or even non-Protobi sources we use an asynchronous data process. This is applicable when merging external data, and operating on results of other processes or data in other projects.  ...

Double press to change the element name or title and start typing. This also works for headline and foonotes. Or choose "More properties..." from the context menu and change the displaykey and title in the dialog.  This is an animated GIF, please see Titles, display key, and footnotes for a more detailed tutorial....

In  the "To do" tab of the settings page admins can document and keep track of tasks associated with the project. The To-do list can be seen by other project admins as well as the Protobi team. Each To-do list entry appears as an info card: Press "Edit" to make changes to an entry Press "Wiki" to go to the entry's wiki page Press the "New entry" but...

The forEach loop method in Javascript iterates over the elements of an array and calls the provided function for each element in order. You can use forEach loops to avoid writing repetitive code in your data process. In data process, you might want to make the same type of change to many elements. For example, you might create sums across products f...

The initial design work session is typically held via screen share after we've received your data. It's included in each Expert and Professional project, at no up-charge. You can request a work session at the same time you email us your data file. The purpose of this design work session is to walk through the initial view of a project and any questi...

Here’s how to to compute candidate market segmentations using R and profile them in Protobi. Example The StackOverflow Developer Survey asked software developers what percent of time they spend on various tasks. Results are show below: The most frequent task (31%) is "Developing new features",  and the least frequent task is "Looking for a new job" ...

Hide any group or element from users who don't have Edit or Admin access by using the "editorOnly" attribute.  The difference between using "editorOnly" and hiding a group is that Editors and Admins can still see and edit the tabs. Those with View access will not be able to see the tabs. ...

Press the element's context menu and choose more properties. Next to split enter where you want text to be split (at every space, comma, semicolon, etc.).  Here, we entered a space: See related Splitting text responses...

There are a couple areas in Protobi where you may want to change the language: User interface (toolbar buttons, menus, editor panel, notifications, etc.) Question elements: Title: The question text from the survey file, or manually edited Values: The raw values as seen in the survey data file Formats: The labels used for display You can set the appl...

Press once on the header area to select an element. Repeat to select multiple elements. To deselect an element, press on it again.  An alternative is to press on the element's context menu icon, and choose "Select"....

We just released a new feature that makes editing elements easier. This feature consolidates many of our existing dialogs into one Editor Panel: You're now able to apply many changes to an element at once, instead of editing one dialog at a time. The Editor Panel is accessible from every element by pressing on the gear on the right side of the heade...

Each project has a settings page where you can perform different administrative tasks associated with that specific project. Within the project settings page are tabs. By default, the Project settings page is set on the "Overview" tab. Accessing page There are two ways you can get to a project's admin page. 1. In "My projects", find the project you ...

Type the desired text in the search box, then apply.  See related Text verbatims...

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Transcript Here we'll show the different types of queries one could make using Protobi. The simplest is to say a vehicle "is" automobile click on automobile, or "is" truck. Click again to clear the finding. We can select more than one value by holding down the Option/Alt key. For instance, the vehicle MPG is 10-15 miles per gallon, or 15-20, or 20-2...

There are two types of data merging. One is to combine different datasets by appending more rows, and the other is joining data to merge in new variables. For example, there are new variables to add to a project, or you need to replace existing data (e.g. bring in coded values of open-ends). In this case, a left join is used to merge datasets. This ...

Go to project settings, in the data tab drop or upload a CSV or SAV file into your primary data table.  Update any dependent processes If your project has a data process (green square icon), and that process depends on a file you just refreshed, you may need to re-run the process. For more information see Update data processes....

Transcript Protobi lets you neatly organize your data.   To hide an element or a group, select it and then press the advanced button and select “hide”. Then press “ok”.   To unhide an element, select the element in the tree and press the advanced button and select “unhide”.   You can also use the keyboard shortcut SHIFT + D to hide and unhide.   Hid...

Press "Recode..." in the context menu. Search for values and drag to new code button. See related How to include one text response in multiple codes Code text verbatims...

You can make programmatic changes to your survey data by adding code to your project to process data.  There are two ways to add code to your project, either in pre-calculate which run each time you open the project or in a static data process that you run manually. For small modifications, pre-calculate is a good place to start. It's suitable for s...

Transcript Import your own data set to create a new Protobi project. Sign in or sign out of Protobi with your email or openID. Once signed in, press "New Project" and select your SPSS or CSV data file. Your project is now created. Press "open" to see an initial, interactive view of your data. You data is automatically grouped into the tree on the le...

Add charts to the gallery as templates and you can apply the same settings to any chart.  Add to the chart gallery You can create a new chart gallery template by setting the chartType, and chartOptions exactly as you want on any element or group. Once you have everything set the way you like, open the editor panel and press the "Add this to gallery"...

Respondents can overstate behavior changes in an anticipated future share distribution when one or more new products offered. In this tutorial we demonstrate how a scale question can be used to adjust overstated market share distributions in an exercise called "tempering". In this example, we use a data process to calculate a tempered share by reduc...

See Code text verbatims article for more information....

Elements can be moved within the tree on the left. Yellow highlighting will indicate the new location. Elements can also be dragged from the tree into a desired tab.  Note: Elements cannot be moved from a tab into the tree.  See related Move, mirror, clone...

Choose the element(s) you would like to delete. Press delete on your keyboard and a remove dialog will appear.  See related Hide, remove, delete. ...

Protobi has a built-in quality check or "QC" tool that allows you to identify outliers and flag respondents with low quality responses.  Open the QC dialog Select an element and press Shift + Q + C on your keyboard to bring up the QC dialog. You can also select the element, then go to the "Advanced" button. Scroll to find the "QC check (beta)" optio...

Custom bins are lower-inclusive and you might see decimals in your ranges.  Add the "epsilon" attribute To remove decimals is to add the "epsilon" attribute to the element's JSON. In mathematics epsilon represents an arbitrarily small quantity. Setting "epsilon" to 1 will remove any decimals from the binned ranges.  The result:...

Protobi's "Condense" transform allows you to transform the responses from a group of elements into a single distribution. The most common uses are: To condense text verbatims, or To combine the answers of similar questions. Example Due to skip patterns, you might ask certain respondents the same question at different points in a survey. Below, ten r...

Example 1: Independent samples Example 2: Paired samples Example 3: Paired samples Download Protobi Stats tests - Independent and paired samples 2022-07-05.pptx...

Rounding raw values Protobi rounds to the nearest integer Rounding to the nearest integer is a simple mathematical operation we apply to decimal numbers. For decimal numbers between two integers like 1 and 2 , rounding to the nearest integer is pretty straightforward. Decimals less than 0.5 are rounded down and decimals above 0.5 are rounded up.  Yo...

In compacted groups, N sizes aren't visible unless you press the triangles next to child elements.  However there is a way to show an N size for a parent group, (e.g. Q2), by telling it where to source an N size from. 1. In Q2's context menu choose "More properties...". From there, change type from "empty" to "default.  2. Choose a child element fro...

Table properties lets you store variable definitions separately from the process logic. A variable is just a “named storage” for data, and many people like to define all the variables they plan to use at the top of a data process so that they are easy to find and modify.  With table properties, your variable definitions are on a separate page which ...

Option 1 Press on the desired element and drag it into the tab (or within the tree). There will be a mirror option and a clone option.    Option 2 Another way to mirror or clone elements is to 1) select the element, 2) press Shift+C to copy, and 3) press Shift+V to paste This dialog will show up and you can select Mirror or Clone:...

Users can choose to hide certain toolbar buttons by specifying the "toolbar" attribute in the JSON from project properties.  1) Press the Project Properties trigram  2) Select "Edit JSON..."   3) Add the below attribute to the JSON.  The value "false" will hide the button from view. Only add the code for buttons you wish to hide. If a button is not ...

Surveys sometime contain "loops," sub-sections of the survey that are repeated several times. This is common in product concept testing and patient case reviews: What are survey data loops? Loops are a sequence of repeated instructions. For example, a survey might ask a physician to answer questions for three patient cases. The survey asks questions...

Edit multiple elements quickly by selecting them and applying changes in one go. Users can modify chart type, value formats and other attributes at once instead of making changes from each element's context menu.  This feature and other features like copy/paste and preset templates in the chart gallery reduce the number of repetitive edits in a proj...

If you have a group of child elements that need title text, you can programmatically copy titles over from a different group that has the same titles.   In the example below Q15v2's child elements are missing title text that Q14v2's children already have.  The code below runs through an array and sets each element title by getting the title from a d...

Specify a custom PowerPoint template so that Protobi exports charts into your presentation.  Export charts into a blank template that has your colors, fonts and branding or export into a polished deck and just update the data in the existing charts. Upload a template The first step is to upload a template to your project.   Go to the project setting...

Standard charts Press values in standard charts like "Excellent" in q2 to show results for just those respondents throughout the entire project. Other chart types Most chart values are also clickable and you can drill into respondents by pressing on a state, a portion of a pie/donut chart, or a bar on a column or bar chart. ...

  Protobi has features that help you analyze and display text verbatims, including one of our more recent additions, the "Verbatim" chartType. When you crosstab this chart it allows you to see the coded text verbatims and the raw open-ends that belong under each code.    Set chartType as "Verbatim"  This chartType is not yet available through the ch...

Save button Green save button The save button is in the toolbar. When you make edits, the button will turn green. Press it to save your edits to the project.  Yellow save button If another user saves changes, the save button turns yellow. This will also happen if you have the project open on multiple browser tabs. If you press "save" on one of the b...

Press on the #/% button to toggle from % of respondents to respondent counts. The keyboard shortcut is "p"....

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See Condense text verbatims article for more information....

Top box and bottom box scores are summary statistics that represent the sum of frequencies for multiple values. Often times top box scores are used in scale questions like the one below to summarize values into broader categories while still being able to view the entire distribution.  Display top/bottom box scores Press on an element's context menu...

Recoding raw open-ends in trackers Add new codes instead of renaming previous codes Make sure to add new codes to the existing code frame versus renaming previous codes. Renaming old codes might causes confusion when looking back at the results from previous waves.     Make sure you're coding values from the current wave In the past, users have repo...

You can adjust the position of the toolbar from the top of the page to the right side of the page. This option is in the project properties dialog.  See related Project properties...

The "multiples" feature generates different versions of the same chart using the banner element as filters.  For example we can use Region as a multiples banner on Q19. The result is one chart for every region subset.  How to create multiples Drag + shift + drop Drag the banner to the chart you want to multiply and press shift before you drop the ba...

Protobi's new feature to copy and paste elements makes it easier to mirror or clone different views and apply attributes from one element to another. Existing features like drag+drop to mirror or clone and preset templates in the chart gallery remain available. Copy Element (C) and Paste Element (V) allows users to:  Copy/paste one or more elements ...

Protobi helps you explore your data, answer key questions, and create cool charts for your report while being flexible to your timeline and goals. Here's what you can expect from us, and what we'll expect from your team. Protobi is software plus service Protobi is both (a) a software tool you can use and (b) a team to help you do that.   Plan to sch...

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Edit more properties The More properties dialog is within the Editor panel. You can also select the element and use the keyboard shortcut: SHIFT + E + P to open More properties.  Select/deselect properties Theindicates that the property is selected. Press to deselect the property. Theindicates that the property is not selected. One press will reset ...

A project inventory element is a list of project details like the number of rows and columns in the data and the number of elements in the project setup. The project inventory element is not static. It will reflect updates if you remove rows/columns or delete elements in the project. This list enables us to review the project details as needed.  Pra...

All routes accept session cookies and/ accept a Protobi API key as a query parameter, e.g.  Rest API routes return JSON data. You can use these routes to script automatic data uploads or downloads within your client portal. Download PDF: Protobi Web API.pdf...

Users can Create new projects and do basic project setup on their own to start exploring their data right away. Follow these basic setup tutorials to organize your project into a neat view: Project overview and branding Autogroup to organize elements Group questions together into sections that reflect the survey Move, mirror, and clone elements Edit...

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I am unable to save changes to my project Answer If you are unable to save changes to your project, it is likely you were signed out of Protobi. Signing back into Protobi should allow you to save changes again. Without closing the open project, open a new tab and go to https://app.protobi.com/login. See sign into Protobi.  I am unable to drag and dr...

Download PDF: Shortcuts cheat sheet.pdf...

Begin by going to "My projects" and pressing on +New project… Upload survey data +New project will take you to the page below. Drop your data file onto the tile, or click the dotted box to upload a file (CSV or SPSS).    Schedule a session Press "Schedule a session" to be view the project support calendar. Choose a date and time for an initial work ...

The "Recode..." dialog is a useful tool for coding text verbatims. However, there are other practical use cases for the "Recode..." tool.  You can use the tool to: Recode values to subsets Recode values to [NA] Recode values to subsets The "Recode..." tool is useful to define and analyze new segmentations of the data. For instance, you can clone an ...

You can quickly sort data within an element: Press "Response" to sort by value Press "#/%" to sort by frequency This is only useful for sorting in ascending or descending order. If you want to use a non sequential sort order, customize "Sort as" in the Format dialog. Sort by value Press "Response" once to sort by value: Note: If there are no changes...

Press on the context menu for the group and choose "Chart type...." There is a tabs option. Each question from the group will be on its own tab. ...

You can reduce the text for a group of related elements with the same question prompt by extracting the common text. Press the group and choose "Extract common text" from the "Advanced" button. The extracted text is placed in the group element title. This is animated GIF, for more details see the Extract common text tutorial....

Create a stylized crosstab table Create the online table view Add a new tab to your project. You can give it any name. In this example, the tab is “supertable_questions”. In the chartType dialog set the chartType to "xtabs online": After setting chartType: Drag the questions you want to include in the table into the grey box labeled "Add stubs...". ...

Transcript This video shows you how to explore, analyze and export your survey data using Protobi.  Main panel Open your project, and you’ll see that Protobi shows each survey question as interactive charts, which we call “elements”.  Press to query You can press on any value to drill into a subset of respondents who gave that answer. Here we can cl...

Question numbers and response values sometimes change between waves of a survey.  This tutorial shows  ways you can reconcile question numbers   to compare results across waves. Ideally, question numbers and response options would mean the same thing in each waves.If  If new questions and response options are added, they get new identifiers.  If que...

Copy and paste the code below in "Pre-calculate." Hit save. Your project will now open with [NA] not showing by default.  Typically, the Protobi default is to "showMissing" : true. The code sets showMissing to be false on opening of the project.  if (typeof protobi !== 'undefined') {     protobi.viewModel.set({'showMissing': false}) } return rows;...