BizInt Cookbook of Reports & Visualizations

Cookbook of Reports & Visualizations www.bizint.com/Cookbook | © 2023 BizInt Solutions, Inc., 06 /2023

Visualizing the Pipeline with a Bullseye [Pipeline DP-16] How did we create this? SEARCHES: For this particular example, we used a combined chart of COVID-19 vaccine records with data from Adis, Citeline, Clarivate, and GlobalData. 1. Import data: Use File | Import to import the sample data from each database. Click OK to create the chart and choose either General Product Chart or Basic Information as the initial chart template and click OK. 2. Combine data: Use File | Combine to combine both charts, choosing the Citeline chart as your key chart. 3. Use View | Apply Template and choose BizInt Editor’s Choice - Multi-Database. 4. Use View | Choose Columns to add any needed columns not yet visible in your chart. You will need source fields for creating the category field, depending on your sources these can include: Chemical/Biological Class, Molecule Type, Origin of Material, Other Actions, and Therapeutic Class Status. 5. Extract the phase for Indication: To extract the indication phase, use the Extracting the Highest Phase for an Indication recipe (DP-4). 6. Select File | Send to Reference Rows to open the chart in BizInt Smart Charts Reference Rows. 9. Set Phase as Data Type: If not already set, Right-click on the phase field you will be using (either Highest Phase (Normalized) or an extracted highest phase) and choose Set Data Type | Custom | Phase . 10. Create sub-dataset by phase: From the Summary Sheet, double-click on your selected phase field to view the list. Double-click on the column header to sort by phase. Use Shift+click to select phases you want to include. We selected only clinical phases. Under the Refine tab, click on Create Sub-dataset and then click OK. A new dataset appears with your selected phases. For a larger dataset you may wish to filter again by other criteria. Our COVID-19 bullseye is now split by region. 11. Cleanup company name: From the Summary Sheet, right-click on the Developer field and select List Cleanup . Under matching ruleset, select Organization Names (Pharma) and click OK. Use the Cleanup Confirmation panel to clean-up terms. For more information on using List Cleanup, see the Techniques: Using List Cleanup recipe. 12. Create Bullseye labels: For our COVID-19 example, we add key company to the labels. From the Refine tab, click on Concatenate Fields . Choose Drug Name and Developer (Cleaned) (or Company (Key)) for your first and second fields. Use a slash with a space on either side “ / “ as the separator and name the new field “Drug / Company”. 13. Cleanup the new field: Some Drug / Company pairs may not need modification. Under the Refine tab, choose List Cleanup and click OK. To edit an item, right-click on it and and use Rename Item. If you have multiple items for the same drug, you should drag and drop to combine. You can use the Detail Window panel to display additional company information if it was visible in your chart when you exported. Alternatively, you can export back to Reference Rows and make your changes there and export back to VP-SCE. 14. Create Bullseye: Go to the Report tab and click on Bullseye . 15. In Step 1, select the cleaned Drug - Company (Cleaned) field as the Field to chart. Select your chosen phase field as the BIZINT SMART CHARTS DRUG DEVELOPMENT SUITE BIZINT SMART CHARTS REFERENCE ROWS 7. Create the category field: To create the categories used for the bullseye slices, follow the Technique: Classifying Records recipe. 8. Use File | Export to export as VantagePoint - Smart Charts Edition. VantagePoint - BizInt Smart Charts Edition (VP-SCE) should open and import the file. VANTAGEPOINT - SMART CHARTS EDITION - clean up the data and create the Bullseye chart

Field for the Phase and your category field as the Category field for the pie slices. 16. In Step 3, select PowerPoint as the export format and click Create Bullseye.

9 PAGE