BizInt Cookbook of Reports & Visualizations

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

Creating a Butterfly Chart [Pipeline DP-17] How did we create this?

START WITH: Any supported data already displayed in BizInt Smart Charts. In this example we used: A combined chart with Cortellis, Adis R&D Insight, Citeline Pharmaprojects, and GlobalData. Topic is COVID-19 vaccines.

BIZINT SMART CHARTS DRUG DEVELOPMENT SUITE 1.

Display the two columns used to create the butterfly: Use View | Choose Columns to add columns if not already displayed in your chart. To create the alternate butterfly chart, add the Highest Phase (Normalized) and Companies (All) columns to your chart You will need two fields. For the primary field you will be looking at only two values, which form the right and left sides of the chart. The secondary field can have multiple values. In this example, the primary field is Region, created by grouping countries which appear in the Drug Development Phase subtable. The second field is the Vaccine Type, created for our COVID-19 dashboard bullseys. 2. Use File | Export to export as VantagePoint - Smart Charts Edition. VantagePoint - Smart Charts Edition (VP-SCE) should open and import the file. If VP-SCE does not launch automatically, launch it and choose the option to import the .vpxi file. VANTAGEPOINT - SMART CHARTS EDITION - Butterfly using curated fields 3. Select the primary field : Find your primary field, Region in this example, and double-click on the field name to display the contents. Select two rows for the right and left sides of the butterfly chart. 4. Create the Butterfly Chart : Under the Report tab, click on Butterfly Chart. When prompted to pick a field to analyze, select your secondary field from the drop-down. In this example, we selected Vaccine Type. Click OK to build the chart. You can click on Export Image to choose from a range of options to export your butterfly chart. VANTAGEPOINT - SMART CHARTS EDITION - (Alternate) Company vs Development Stage Butterfly You can also use the butterfly chart like a bubble chart of company vs. phase except with two broad groups rather than individual phases. 5. Cleanup Companies: Return to the Summary Sheet. Right-click on the Companies (All) field and choose List Cleanup. Under matching ruleset, select Organization Names (Pharma) and click OK. 6. Drag and drop to combine: Drag and drop company name variations onto your preferred company name to combine (for example, drag “Pfizer Japan” and “Wyeth” onto “Pfizer” to combine these terms and use Pfizer as the preferred term). 7. Use the search box (optional): Enter a search term into either search box to filter the list. You only want to cleanup the top 10-15 companies. For more information on using List Cleanup, see the Techniques: Using List Cleanup recipe. 8. Finish cleanup : Once you have combined all the terms for your selected indication, click Accept. Saving the thesaurus is optional. To create the butterfly chart, you do not need to cleanup all company names. 9. Select the top companies : Select the top 10-15 rows. Right-click and choose Add Selection to Group. Name the new group “top” and click OK. 10. Create the Clinical and Preclinical groups : Return to the Summary Sheet and double-click on Highest Phase (Normalized). Select all the clinical phases you want to include. Right-click and choose Add Selection to Group. Name the new group “Clinical” and click OK. Select the preclinical phases. Right-click and choose Add Selection to Group. Name this group “Preclinical” and click OK. 11. Create the primary field for the butterfly chart : Under the Refine tab, click on Create Field From Group | Names. Click Select All and then click OK. Use Ctrl+A to select all rows in the new field. 12. Create the Butterfly Chart : Under the Report tab, click on Butterfly Chart. When prompted to pick a field to analyze, select Companies (Cleaned) from the drop-down. Click the second drop-down to change from All Items to the top group. Click OK to build the chart. You can click on Export Image to choose from a range of options to export your butterfly chart.

11 PAGE