Contents:
Renaming a Field in the Patent Matrix (Only for Data Fields under Party)
Patent Assignments with the Patent Matrix
Matrix Chart
For a spreadsheet-like analysis of patent trends, you can use the Matrix Chart.
- Click on the Advanced Analysis option in the drop-down menu, and a new window will appear. In Scope, select the source of the patents to use in your advanced analysis, and then click on Confirm.
- For the X-axis and Y-axis, select your desired parameter(s) from the Data Field dropdown. These will be the items that will populate in the spreadsheet. Then, click on the Start button.
Depending on the amount of data, it may take a few minutes to process and display the Patent Matrix. An example of the Patent Matrix is shown below. As you can see, the X-Axis shows Assignee and Application Year, while Y-Axis shows Legal Status. The orange cells indicate the patent count for that corresponding x and y combination.
Heat Map view in Matrix is also possible. Simply click on the Normal (default) dropdown and select Heat Map.
If you want to share a chart to the members in your project, please follow the steps below:
- Go to Overview and in the Analysis box, click on Analysis Overview.
- Locate the chart title you want to share. Hover your mouse on the title to see icon shortcuts for Edit and Delete.
- Click on Edit
and in the Share field, click on On.
- Go to Overview and refresh the webpage. This will then be reflected as an additional record in Analysis.
Renaming a Field in the Patent Matrix (Only for Data Fields under Party)
To modify name in analysis, click on Select Data then click on the Rename 
icon.
Change the names on the field boxes then click Confirm.
This will automatically reflect in the Select Data panel. Once correct, click on Generate Chart.
Patent Assignments with the Patent Matrix
To perform an analysis using assignment data, please follow the steps below:
- Go to the Advanced Analysis page on the Patent Analysis tab.
- For the X-axis, select a data parameter. In this example, Number of Reassignments has been chosen. For the Y-axis, Value has been selected. Then, click on Start.
- After a few seconds, you will see the analysis of the parameters you have chosen. In the example below, there is a discrepancy in the total number of patents vs. number of patents in the chart. This could be that some patents have zero reassignment or have no Value ranking.
Family and Application Counts
In the Patent Analysis section, it is possible to sort and count patents by family and applications. Follow the steps below to perform the count function.
- Go to the Advanced Analysis page on the Patent Analysis tab.
- Create a Matrix chart and view the chart.
- While viewing the chart, click on the Count: Patents button, and a menu will drop down. As seen in the photo below, you can select whether to count by application or by family.
Analysis Value
In the Patent Analysis section, it is possible to analyze the matching items with the patents added to the folders. Follow the steps below to perform this function.
- Go to the Advanced Analysis page on the Patent Analysis tab.
- Create a Matrix chart and view the chart.
- While viewing the chart, click on the Analysis Value button, and a menu will drop down. As seen in the photo below, you can select whether to count by patents, by matching patents, or by matches as to why the patents were added.
