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Financial Performance Charts
  • 1 Select an individual company, use an existing list, or create a custom list
    • To chart data for a single company, click on Company Name and start typing the name in the text box. Click on the name you would like to select.
    • To chart data for an existing list, click on All Companies, and then choose the list from the drop-down list box.
    • To create a custom list of companies, select  ALL or an existing list from the drop-down list box and then use the filters under Restrict Data By
  • 2Restrict companies or data before charting (Optional)
    Click on the filter name and make your selections when the options are displayed on the right.
    • Example: select  Development Status and check the box next to Phase II to filter for companies whose lead product is in Phase II trials.
  • 3Select data to show on Y-axis (vertical)
    Choose the data or metric you want to display
    • Example: select  Total from the first drop-down list, and select  Sales from the second drop-down list. Then click on Financial Period and select  Over Time (specified on the X-axis)
  • 4Select data to show on X-axis (horizontal)
    Choose categories you want to see data for. Because the Y-Axis has Financial Period: Over Time (specified on the X-Axis) selected, Financial Periods must be the selection for this drop-down box.
    • Example: select  Financial Periods from the drop-down list, click on Fiscal Year (FY), then put a check mark in the boxes next to 1Q07, 2Q07, 3Q07 and 4Q07.
  • 5Subdivide data on the X-axis
    Further subdivide the X-axis selections
    • Example: break out the financial periods you�ve selected by choosing Business Category from the drop-down and then put a check mark next to Autoimmune and Neurology.
  • 6You can switch the categories and subcategories on the X-axis (Optional)
    • Example: check the box next to Flip X-Axis and Segment Data By. This will change your chart so that the Business Categories are displayed on the X-axis and they are subdivided by financial period (one bar per quarter at each business category on the X-axis).
  • 7Select the type of chart (Optional)
    There are many choices of 2-D and 3-D effect charts. Click to display the options.
  • 8Display your results
    Display your chart by clicking   Display Chart When the chart displays, click on a bar or link to drill down to the underlying data.