Multi-Series Charting - Advanced
As you have seen, charting can be very useful and very powerful. We've also briefly discussed the multi-series charting capabilities in the previous section, but will cover that feature in more depth here. This section assumes you already have done a search and know how to get to the charts.
A chart with just one data Series can be very useful, but you can also add one or more Series so that you can compare data in the charts. Under the Multi-Series menu panel, you can add one or more series, and edit the original series search, just by clicking on the magnifying plus icon. Clicking on this icon creates a new series and automatically copies the original search into the search box.
Note: You can also change the names of the series to something you prefer, as opposed to using Series 1, Series 2, Series 3, etc. Simple click into those particular fields that you want to change in the Refine Chart panel, and change the labels to what suits you. You can use the Labels tab to change the chart name, etc.
In this example, I decided I wanted to see which patents had Qualcomm as the current assignee, and then compare that to Apple as the current assignee. After clicking Update Chart, you can see that in some years, Qualcomm filed more, but in some years, such as 2020, Apple filed a lot more than Qualcomm. Best practices, and to make things easier on yourself, is having the field code that you want to change the search terms for (here, adding the ANC field code before adding Series 2) before you add a series. This saves you time, because the system automatically copies over the complete search from the first series.
If you know you are going to build out a multi-series chart multiple times, a good way is from your Research Folders. You can select any research folder, including both searches and those folders with documents, and click "Chart (n)." If you select more than one, the system will automatically build out a multi-series chart for you.
Note - the order you select your searches and folders will be the order that the system builds out the series. In the above example, I clicked my research folder searches in the following order: Both, Google, Eaton. Notice that the series on the chart are in that exact order.
One of the charts you can select from the drop down in your Search Results is one of the Rejection Charts. This automatically does a multi-series for you where the US data in your search is broken into the 102, 103.1, and 103.2 rejections. You can, of course, choose the rejection charts from the charting package's toolbar after you have charted the data on a different facet (e.g., Current Assignee, Filed Date, etc.).
However, if you choose one of the rejection charts first, directly from the Search Results drop down, any chart type you choose after that will automatically have that rejection split as multi-series. This only works if you choose a rejection chart first.
From the Search Results grid, choose one of the Rejection Charts first.
Once the charting package opens up, you can select most of the other charts to automatically have that same rejection type split as your multi-series.
Here I chose the Date chart. The system automatically created this split for me.