How do I look at lots of data graphically? Can I export and share my charts? Can I add details from my assessment into my charts? If you’re asking yourself these questions and want to learn how to use Patently’s Number import, watch this video where Pat from @Patently will show you how.
▬ Contents ▬▬▬▬▬▬▬▬▬▬
0:00 - Intro
0:20 - Accessing Analytics
0:44 - Changing viewer types
0:58 - Switching chart types
1:09 - Switch count from family level to asset level
1:13 - Exploring filtered families
1:38 - Using the filters in Analytics
1:57 - Exporting from Analytics
2:11 - Viewing custom fields in Analytics
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Detailed list of the content in this video:
Introduction to Analytics
- Utilising analytics to manage and analyse large amounts of data efficiently
- Importance of gaining a comprehensive perspective through data visualisation
Viewer Options and Combinations
- Exploring different viewer options on the right-hand side for selecting specific charts
- Variety of combinations available within each set of viewers (e.g., office, owner, technology)
Chart Customisation
- Accessing menu options to switch between different chart types
- Ability to adjust count from asset level to family level for a broader view
Interactive Chart Features
- Utilising interactive features such as hover-over segments to display additional information
- Prompt to explore filtered families by clicking on a segment for detailed review
Filters and Data Breakdown
- Leveraging filters in combination with analytics to breakdown ownership details and rankings
- Example of analysing ownership based on specific criteria like Japanese assets
Exporting and Manipulating Data
- Exporting analytics as images for presentations PowerPoint, PDFs, or raw data for Excel manipulation
- Enabling users to prepare custom charts and reports based on exported data
Integration of Custom Assessment Fields
- Analysing custom fields from the assessment toolbar within analytics
- Process for adding assessment fields as dimensions to create focused charts