Drilldown Options
Option 1: "Add to Search Query"
Option 2: "Drill Down to New Sheet"
Option 3: "Drill Down to Result List"
Option 4: "Drill Down to Lower Level"
Drilling Down to Data Points Based on Multiple Attributes
Drilling Down to Past Reporting Dates
Introduction
The drilldown feature of the PatentSight allows you to take a closer look at any data point of interest that you encounter in a chart or a table. The various options allow you to drill into data points from past Reporting Dates or into intersections between two or more data points. All you need to do is click on a data point of interest and select a suitable drilldown option.
Drilldown Options
Depending on your use case, you can select between four options to perform a drilldown to a data point of interest.
The following drilldown options are available for all attributes (e.g., "Owner", "Patent Family", or "Filing Year"):
- "Add to Search Query"
- "Drill Down to New Sheet"
- "Drill Down to Result List"
In addition, the following drilldown option is available for attributes that have a level structure (e.g., "IPC" or "Technology Clusters"):
- "Drill Down to Lower Level"
Each drilldown option adds the respective search condition(s) to your search query, thereby narrowing down the search results to the data point of interest. Depending on the option selected, the search query is adjusted either in the search panel of the same sheet (→ "Add to Search Query") or it creates a new sheet with an adjusted search query.
Option 1: "Add to Search Query"
The drilldown option "Add to Search Query" adds the search condition(s) that relate to the selected data point to the search panel of the current sheet.
Option 2: "Drill Down to New Sheet"
- Define your search query (here: "IPC(Smart)=(D03)") and create a chart or a table (here: the Analysis Template "Patent Asset Index Trend")
On the new sheet, you can select a template (here: "Filing Authorities") or create a chart or table from scratch via "Insert" to analyze the data point used for the drilldown.
Option 3: "Drill Down to Result List"
Option 4: "Drill Down to Lower Level"
• IPC
• CPC
• F-Terms
• Technology Clusters
This drilldown option creates a new sheet and adds the search condition(s) that relate to the selected data point to the search panel of the new sheet. Moreover, on the new sheet, this drilldown option builds the same chart and groups it by the lower level of the same attribute.
For example, using the option "Drill Down to Lower Level" for the data point "H04L" in a chart that is grouped by the attribute "IPC (Smart)— Subclass (Symbol)" will have the following effects:
- A new sheet will be created.
- On the new sheet, the condition "AND IPC (Smart)=(H04L)" will be added to the search query.
- The new sheet will contain the same chart as the one used for the drilldown.
- The chart will be grouped by the "IPC (Smart)—Group (Symbol)" (which is one level below "IPC (Smart)—Subclass (Symbol)").
A new sheet called "H04L" has been created and the search condition "AND IPC(Smart)=(H04L)" has been added to the search panel of the new sheet. Moreover, the same pie chart has been created on the new sheet. The new pie chart is sliced by the attribute "IPC (Smart)—Group (Symbol)" (i.e., the level below the initial slicing "IPC (Smart)—Subclass").
Drilling Down to Data Points Based on Multiple Attributes
Some charts and tables may contain data points that are the intersection of two or more attributes.
In a matrix chart, for example, every data point is an intersection between the attribute used on the x-axis and the attribute used on the y-axis.
In this example, the matrix chart shows that the owner "RELX" owns 24 patent families that are active in China and belong to the Technology Cluster "Search query".
To drill down to these 10 patent families that are active in China and belong to the Technology Cluster "Search query", click directly on the bubble and select one of the drilldown options available (here: → "Drill Down to Result List").
Since the bubble selected for the drilldown is based on the two attributes "China" and "Search query", these two conditions have been added to the search panel of the new sheet created.
The same applies to the drilldown from tables that are grouped by more than one attribute. A drilldown of a table row will include all attributes in this row (here: "USA", "2005", and "Search query").
Drilling Down to Past Reporting Dates
If your chart or table includes the Reporting Date, you can drill down to a past Reporting Date that will be applied to the search panel.
For example, line charts (here: the Analysis Template "Portfolio Size Trend") may include the Reporting Date on the x-axis to display the development over time.
The above example shows that, at the Reporting Date 12/31/2020, the owner "Amazon" owned 2,346 active patent families belonging to the IPC "H04L 29".
To drill down to these 2,346 patent families belonging to "H04L 29" that were active at the past Reporting Date 12/31/2020, click on the line and select one of the drill down options available (here: → "Drill Down to New Sheet").
Since the point on the line selected for the drilldown is based on the attribute "H04L 29" and on the Reporting Date 12/31/2020, these two conditions have been applied to the search panel of the newly created sheet.
In the new sheet called "Drilldown", the search condition "AND IPC (Smart)=(H04L 29)" has been added to the search panel and the Reporting Date of the search panel has been set to "12/31/2020".