How to Use Custom Fields in the Search Panel
How to Use Custom Fields in Charts
How to Use Custom Fields in Tables
How to Use Custom Fields
Custom fields can be used as search fields in the search panel, attributes or measures in charts, and groupings and measures in tables. They can also be displayed and edited in the Result List.
Once you have imported a Custom Field, you can find it in the section “Custom Fields,” for example when you select a search field.
You can manage, edit, or delete existing custom fields under “Options > Manage Custom Fields.”
How to Use Custom Fields in the Search Panel
Custom fields can be used as search fields in the search panel.
1. To add a custom field as a search field to the search panel, click on “More.” Under “Add Search Field,” go to the tab “Custom Fields” and select a custom field.
| Note: If you are working in the Syntax Search mode, enter “CustomField_. “Next, select one of your custom fields from the drop-down menu by clicking on it, by typing its name, or by using the arrow keys on your keyboard. |
2. If you have selected a text custom field as a search field, click on “Add…” and select the values you want to add to the search panel.
| Note: If you are working in the Syntax Search mode, use commas (“,”) as separators between the values inside the parentheses. |
3. If you have selected a numeric custom field as a search field, you can use the slider or enter values after “From:” and “To:” to set a range.
| Note: If you are working in the Syntax Search mode, enter “TO” between the values to define the range. |
How to Use Custom Fields in Charts
Custom fields can be used as attributes and measures in charts.
1. To create a new chart, click on “Chart” under “Insert” in the main tool bar. Alternatively, you can use one of the templates available under “Analysis Templates”.
2. Select the chart type, for example, a bar chart. To add a custom field as an attribute, open the drop-down menu under “Bars” (or equivalent) and select “More.” Under “Select Attribute,” go to the tab “Custom Fields” and select a custom field.
3. To add a custom field as a measure, open the drop-down menu under “x2-axis (horizontal)” (or equivalent) and select “More.” Under “Select Measure”, go to the tab “Custom Fields” and select a custom field.
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Optional: Select a different → aggregation method across families (e.g., “SUM”). Unless selected otherwise, the default aggregation method is “AVG.”
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Optional: Open “Edit Custom Field” to edit the → aggregation method within families. Note: This option is only available for multiple-value numeric custom fields. |
4. To add another custom field as a second attribute, open the drop-down menu under “Slice Bars By” (or equivalent) and select “More.” Under “Select Attribute”, go to the tab “Custom Fields” and select a custom field.
In this sample bar chart, the custom fields “Internal Technology” and “Internal Sub-Technology” are used as attributes, while the custom field “Licensing Income (US $)” and the Patent Asset Index are used as measures on the two x-axes.
How to Use Custom Fields in Tables
Custom fields can be used as vertical groupings or measures in tables.
1. To create a new table, click on “Table” under “Insert” in the main toolbar. Alternatively, you can use one of the templates under “Analysis Templates.”
2. To add a custom field as a vertical grouping, click on the plus icon (+) displayed next to “Vertical Groupings,” go to the tab “Custom Fields,” and select a custom field. Under “Add Attribute”, go to the tab “Custom Fields” and select a custom field.
3. To add a custom field as a measure, click on the plus icon (+) displayed next to “Measures,” go to the tab “Custom Fields,” and select a custom field.
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1. Optional: Select a different → aggregation method across families (e.g., “SUM”). Unless selected otherwise, the default aggregation method is “AVG.”
Note: This option is only available for numeric custom fields. |
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| 2. Optional: Open “Edit Custom Field” to edit the → aggregation method within families. Note: This option is only available for multiple-value numeric custom fields. |
4. To use your custom fields in combination with other indicators, you can add measures that are already available in the PatentSight, e.g., the Patent Asset Index and its constituent indicators.
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In this example, the multiple-value text custom field “Internal Sub-Technology” is used as the vertical grouping.
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| The sum of the multiple-value numeric custom field “Licensing Income (US $)” correlates with the Patent Asset Index. | |
| The average of the single-value numeric custom field “Internal Valuation (1-4)” correlates with the average Competitive Impact. |