BizInt Cookbook of Reports & Visualizations

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Creating Pipeline “Piano Charts” in PowerPoint [Pipeline DP-13] 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.

BIZINT SMART CHARTS DRUG DEVELOPMENT SUITE - create your combined chart 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 highest phase for Indication: if you want to use the highest phase for your indication, 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. 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 - BIZINT SMART CHARTS EDITION - clean fields and build the piano chart 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. 11. Cleanup company name: From the Summary Sheet, right-click on the Developer field and select List Cleanup and click OK. 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. Cleanup drug and company name: 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. 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. Build the Piano Chart: Go to the Report tab and click on Piano Chart . In Step 1, select the fields you want to include in your chart. Choose the Drug / Company (Cleaned) field for the Box Labels and your chosen phase field as the Field for the Phase. 15. In Step 2, choose your category field as the Field to Color Code the Boxes. The Drug / Company field will be automatically split into two rows in the boxes. You can now choose to add hyperlinks, split phase columns into two, and flip the chart to have the phase labels at the bottom instead of the top. 16. In Step 3, enter a title for your chart. In Step 4, select the radio button for PowerPoint and click “Create Piano Chart”. BIZINT SMART CHARTS REFERENCE ROWS

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