Chart Wizard - overview

Transcription

1 Chart Wizard - overview 8 8 Choose your chart Metrics based on your measurement need. If you see a it means there is an essential item missing (Topic, Source, etc.). Note: Passing your mouse over the will display a helpful tool-tip. Choose chart Topics from either your Topics or those shared by a team member. Use Filters to fine tune the data in your chart for the most relevant results. The Chart Preview shows a simple representation of your chart based on current settings. Each Metric has specific chart types associated with it. ing an icon will render a new chart preview. The Chart Key uses colors to differentiate between your Topic elements. Note: on a selection in Chart Key to grey it out and visualize the chart without it. Date Range can be adjusted from a single day to a range going back up to five years. Chart Selections displays your current Metric Type, Topic and Filter. You can easily remove Topic or Filter selections. To learn about Factiva Communicator, go to

2 Setting Date Range Criteria Depending on the Chart type, date ranges may be as little as one day and as much as five years. Find current date range at top left of controls. In Chart Wizard, select a time frame or set a Custom range. Note: These are rolling dates and the charts will continue to show last day/week/ month on a daily basis. For a Custom range, you must choose a start and end date on the calendar that appears when you click Custom. Note: Selecting custom range lets you keep a chart fixed with specific start and end. Specify your reporting by day, week, month or year. Note: Your Report should be a smaller increment than your selected range type. For example, attempting to show a month of output reported in years will surface an error. If you are displaying your report in weeks, you can select the starting day. Checking From Today will begin charting from the current date and continue over time. Checking Last Completed will halt the application of date references at the last completed week, month, year, etc. The last completed selection is recommended for any line chart as it will remove the drop seen in a trend line for incomplete data available for end date selected. Viewing and Modifying Chart Selections As you create your chart, elements that have been selected and added from the Metrics, Topics and Filters will be displayed in the Chart Selections beneath the Chart Preview area. You can remove any Chart Selections by simply clicking. As items are added to and removed from the Chart Selections the Chart Preview will render a new version of your chart. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners. /

3 Chart Controls - Overview Metrics Charts are organized in four categories Awareness, Dialog, Advocacy & Support and Activities to guide selection based on your communications campaign goal. For example, if your objective is to track Awareness on your company and its competitors, you can choose a metric like Media Share of Voice. When you are creating a chart, keep in mind that each uses a combination of Metrics, Topics and Filters. Some charts require a single topic while others work best with several. There are charts that can utilize Sources and Contacts created during earlier activities and others that use pre-defined settings specifically designed to give you the best output possible. Topics Remember that when you are creating a chart each one often uses a combination of Metrics, Topics and Filters. Some charts require a single topic while others are made to operate best when several are selected. Topics are created either following the return of search results using the and choosing Save as Topic or after clicking from the Saved Topics screen. You can save up to 0 Topics per account. When you check Only mine, not my team members you can access only your own Topics organized by category. Uncheck the box to use Topics created by other members of your team. If a topic (shared or personal) is deleted a message will appear by any affected chart alerting you that the topic has been removed and will no longer be a part of the data gathering for rendering the chart. Filters Filters are used to fine tune the output of a chart by applying additional criteria to the Metrics and Topics already employed. You can use filters that make use of Source Groups, Sources and Media Contacts, in some cases taking advantage of your own customized lists of sources and contacts. You can further filter by selecting from Languages, Regions and over 00 Countries. Region and Country is based on the concept of Aboutness. Sources whose coverage is about specific region or country are included when this filter is used. /

4 Filtering By Source Groups When applying this type of filter you can pick from any of the top level Source Groups OR up to second-level Source Groups. Filtering by Source Group can make it easy to see where your efforts are having the greatest impact and at the same time allow you to target the source types that are the most active around your topics. In the example below, you can see the vast difference between results filtered by News Media as opposed to Social Media over the same date range using the same topics. An Aerospace manufacturing industry chart filtered by News Media only. An Aerospace manufacturing industry chart filtered by Social Media only. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners. /

5 Filtering By Sources When filtering by Sources you can either choose to add a collection of sources on the fly using the Find Source utility, or you can choose from previously created Source Lists. When using Find Source by Name utility to add Sources, click and expand the Sources section of the Filters. Type a Media Contact name in the Find Source by Name text box.. The name or keyword appears in the Look up text box. You can change or replace the contents if you want to look up a different source.. When your results appear below, locate the sources you wish to add and click to add each one to your collection. in the Filters section at the top to remove any unwanted items. 8 In the event you wish to remove the current collection and begin anew, click to start the process over. 9 to return to the Chart Preview screen where your added sources will appear in the Chart Selections. 8 9 /

6 Filtering By Media Contacts When filtering by Media Contacts you can either add a writer using Find Media Contacts, or you can choose from previously created Contact Lists. Option : When using Find Media Contact by Name utility to add Contacts, click and expand the Contacts section of the Filters. Type a Media Contact name in the Find Media Contact by Name text box. Select a Contact from one of the autofill options if it matches your target, or click to launch the Select Contacts From List overlay. next to select your Contact name. once you ve located and marked your target Contact. Option : Use the Find Media Contact from Contact List drop down and choose one of the Contact Lists you created or one shared by a team member. to add your selected Contact List. Filtering by Languages, Regions and Countries You can filter by selecting combinations from Languages, Regions and over 00 Countries. The process for selecting your regional filter consists of making selections in the appropriate Filter category. The Chart Preview will update each time you check or uncheck a selection. Copyright 0 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners. /

7 Chart Wizard - Metric Details Get a deeper understanding of your company s position in the media landscape with Metric Details. To display Metric Details, click at the base of a chart or click a chart element. Note: The difference in Media Details is that clicking a specific metric element will display results and content filtered by that element only. View all chart s documents to remove the filter and display the full chart results. on a selection in the Chart Key to grey out that selection to visualize chart without it. KPI - Key Performance Indicators Track the progress and results of your communications programs. In Chart Preview, click the above the chart to modify the KPI settings. Notes: If there is no KPI associated with a specific metric, you will not see it in the Chart Preview. The KPI percentage will update any changes to the value automatically each time the chart data is reloaded. You can add and remove the KPI by toggling the next to Add Key Performance Indicator. Tick the appopriate option to set the KPI to display either the Percentage of change from high to low or Percentage of change vs. previous period of equal length.. /