How do I use Custom Analysis?

You can perform a Custom Analysis, once you have performed a search query or setup a Workspace. 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 Custom analysis in a Workspace, click on the Analysis and Alerts tab and click on the option "Custom Analysis".  It will then let you choose what folders from your workspace you would like to include.  You are able to use up to 20 folders or 1,000,000 documents:

You can also get access to the Custom Analysis from your search results, by clicking "Custom Analysis".

Once you have done this, you will come to this page. Here, you can select from one of the many templates, and add a Title to your chart.  You can use the templates to give you the look you want.  Once you have selected a template, you can change all of the dimensions later.  

You are also able to save your templates from here and then find these using the "My Templates" tab.

Selecting dimensions 

You can select new dimensions by clicking on the "Data" tab on the left sidebar.  From there, you can select which fields you would like to use in your chart.  Once you have selected your fields, press "Analyze" for the changes to be made to your chart.  From this screen, you can also add/remove entries that appear on each of the dimensions.  

Keep in mind you can select one of your custom fields for a personalized analysis. This is available when creating a Custom Analysis from a Workspace.

Selecting Analytical Metrics 

Additionally, below dimensions you can select analytical metrics, where you can display additionally information such as patent count, grant rate, inventor count, cited by count and more. This will display the information as line across the graph, where you can display up to two indicators per graph. 

Creating Analytical Metrics 

You can create a custom indicator in custom analysis. To do this press "create" button on the left hand side bar in Analytical metrics. This feature allows you to create their own indicators together by calculating their own fields using out existing fields.

Display 

In the display tab, you can select what style of chart you would like to use.  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. 

In addition to changing the chart type, you can also change what legends you would like displayed, and the order of your data. 

Style

In the style tab, you can change the design of your chart.  This includes changing the colors used, the font style, the text angle, and the Legend placement.

Furthermore, the Custom 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. Save

Clicking save will save your chart under the 'Saved Charts' section of your dashboard.

2. Save As

You have 2 option from the "Save As" drop-down. First is "Save chart", which will also save a chart but allows you to customize it's title and give it a description. Second is "Save to My Templates", which allows you to save what you have used as a template.

3. Export

The export icon exports the chart in Excel or .png format.