You can perform a Matrix Analysis, once you have set up a Workspace for a particular set of patents. This can be used to analyze various different metrics with each other, included in these metrics are any custom fields that you have set up.
To access the Matrix analysis in a Workspace, click on the drop-down menu labeled Analysis and click on the option "Matrix":
Once you have done this, you will come to this page. Here, you can give a title and description to the chart as well as choose up to 3 dimension values for your chart. Finally, select from the 18 chart types and click submit.
Selecting dimensions
While selecting dimensions, you can either choose a field from the general fields by clicking the tab and scrolling to the specific field.
Alternatively, you can select one of your custom fields for a personalized analysis.
Chart types
Here's a brief description of all the chart types.
Below is an example chart that shows standardized assignee and patent type fields on a stacked line chart. In this case, based on the dimension selection (fields selected) the chart styles that can be displayed are highlighted in blue.
Please note that the dimension selection will only highlight the chart type that can be used with the data input. If a chart cannot be used based on a selected field, it will be greyed out.
Once the chart is generated, you can click on the 'Data' tab, to can add/remove the entries that appear on each of the dimensions and click 'Analysis' to apply the changes.
In addition to data changes, you can also change the chart style by clicking on the 'Style' tab. It is possible to choose a different the chart type, swap the colors used to represent data, hide or show the data in the chart (values), adjust the font size, and rotate text direction (Horizontal, tilted 45°, or vertical).
Furthermore, the matrix analysis also allows you to perform a couple of actions by clicking on the top right.
Here's a quick look at each option available on the top right:
1. My analysis:
The first option is 'My analysis'. Clicking on it will take you to a location under workspaces that stores all the analyses you've created.
2. Refresh
The refresh button refreshes the chart page.
3. Full Screen
The full-screen option allows you to see your chart in full-screen view.
4. Export
The export icon exports the chart in .png format.
5. Save
Clicking save will save your chart under the 'My Analysis' section.