Chart module CoMPlete ReFeRenCe gUiDe - FactivaYou can also add a module by clicking, at the bottom of your Dashboard. Select the Chart Module. 1 1 2 3 3 Chart module CoMPlete ReFeRenCe

Understand your company’s position in the media landscape and demonstrate the success of your communications and PR programs with Factiva Communicator’s charts, graphs and media metrics.

COMM-CW-04192012

Click the icon on the tab of your Dashboard and choose Add a Module.

You can also add a module by clicking, at the bottom of your Dashboard.

Select the Chart Module.

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Chart module CoMPlete ReFeRenCe gUiDe

adding a Chart module to a dashboard

enter a name for your module.

Provide a description.

Click .

Click on your newly created Chart Module and Chart Wizard will appear. Note: A Chart Module can have up to 3 charts

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Before building your charts it is often a good idea to create and save Topics, Sources and/or Contacts you may want to reference. there are many times when you are able to leverage elements shared by your team members, so it is not always essential that you have your own saved items.

BRIGHT IDEA

To learn about Factiva Communicator, go to http://customer.dowjones.com.

© Copyright 2012 Dow Jones and Company, Inc. All rights reserved. All other products mentioned are marks of their respective owners.

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each Chart in your Module will display a title, date range and chart type.

After clicking you can edit, Delete, Print or export.

From export you can save as an image, download data in an XLS file or download data in an RTF document.

Clicking will open a Metric Details page with the chart, chart metric details and news results arrayed below.

Clicking the provides options to move the module up or down on the Dashboard, remove the module or edit the module’s properties.

Mousing over a chart element will display an overlay with information related to that particular metric. Clicking an element will open a Metric Details page with information filtered to display results around the selected metric.

once you’ve published your chart it will become a part of your Chart Module. You can display 3 charts in each Chart Module and each one can be modified or removed from within the Dashboard.

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dashboard View - Completed Chart module

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Choose your chart Metrics based on your measurement need. if you see a it means there is an essential item missing (Topic, Source, etc.). Note: Passing your mouse over the will display a helpful tool-tip.

Choose chart Topics from either your topics or those shared by a team member.

Use Filters to fine tune the data in your chart for the most relevant results.

the Chart Preview shows a simple representation of your chart based on current settings.

each Metric has specific chart types associated with it. Clicking an icon will render a new chart preview.

the Chart Key uses colors to differentiate between your Topic elements. Note: Click on a selection in Chart Key to grey it out and visualize the chart without it.

Date Range can be adjusted from a single day to a range going back up to five years.

Chart Selections displays your current Metric type, topic and Filter. You can easily remove topic or Filter selections.

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Chart Wizard - oVerVieW


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Setting date range Criteria

Viewing and modifying Chart Selections

Depending on the Chart type, date ranges may be as little as one day and as much as five years.

As you create your chart, elements that have been selected and added from the Metrics, Topics and Filters will be displayed in the Chart Selections beneath the Chart Preview area.

Find current date range at top left of controls.

in Chart Wizard, select a time frame or set a Custom range. Note: these are rolling dates and the charts will continue to show last day/week/ month on a daily basis.

For a Custom range, you must choose a start and end date on the calendar that appears when you click Custom. Note: Selecting custom range lets you keep a chart fixed with specific start and end.

Specify your reporting by day, week, month or year. Note: Your Report should be a smaller increment than your selected range type. For example, attempting to show a month of output reported in years will surface an error.

if you are displaying your report in weeks, you can select the starting day.

You can remove any Chart Selections by simply clicking . As items are added to and removed from the Chart Selections the Chart Preview will render a new version of your chart.

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Checking From Today will begin charting from the current date and continue over time.

Checking Last Completed will halt the application of date references at the last completed week, month, year, etc. the “last completed” selection is recommended for any line chart as it will remove the “drop” seen in a trend line for incomplete data available for end date selected.

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Chart Controls - overview

Filters are used to fine tune the output of a chart by applying additional criteria to the Metrics and Topics already employed. You can use filters that make use of Source Groups, Sources and Media Contacts, in some cases taking advantage of your own customized lists of sources and contacts.

You can further filter by selecting from 26 Languages, 16 Regions and over 200 Countries. Region and Country is based on the concept of “Aboutness”. Sources whose coverage is about specific region or country are included when this filter is used.

topics

Filters

Remember that when you are creating a chart each one often uses a combination of Metrics, topics and Filters. Some charts require a single topic while others are made to operate best when several are selected.

Topics are created either following the return of search results using the and choosing Save as Topic or after clicking from the Saved Topics screen.

You can save up to 20 Topics per account.

When you check Only mine, not my team members’ you can access only your own Topics organized by category. Uncheck the box to use topics created by other members of your team.

if a topic (shared or personal) is deleted a message will appear by any affected chart alerting you that the topic has been removed and will no longer be a part of the data gathering for rendering the chart.

metrics

Charts are organized in four categories – Awareness, Dialog, Advocacy & Support and Activities – to guide selection based on your communications campaign goal. For example, if your objective is to track Awareness on your company and its competitors, you can choose a metric like Media Share of Voice.

When you are creating a chart, keep in mind that each uses a combination of Metrics, Topics and Filters. Some charts require a single topic while others work best with several. there are charts that can utilize Sources and Contacts created during earlier activities and others that use pre-defined settings specifically designed to give you the best output possible.


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Filtering By Source Groups

When applying this type of filter you can pick from any of the top level Source groups OR up to 5 second-level Source Groups.

Filtering by Source Group can make it easy to see where your efforts are having the greatest impact and at the same time allow you to target the source types that are the most active around your topics.

in the example below, you can see the vast difference between results filtered by News Media as opposed to Social Media over the same date range using the same topics.

An Aerospace manufacturing industry chart filtered by News Media only.

An Aerospace manufacturing industry chart filtered by Social Media only.

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When using Find Source by Name utility to add Sources, click and expand the Sources section of the Filters.

type a Media Contact name in the Find Source by Name text box.

Click .

the name or keyword appears in the Look up text box. You can change or replace the contents if you want to look up a different source.

Click .

When your results appear below, locate the sources you wish to add and click to add each one to your collection.

Click in the Filters section at the top to remove any unwanted items.

in the event you wish to remove the current collection and begin anew, click to start the process over.

Click to return to the Chart Preview screen where your added sources will appear in the Chart Selections.

Filtering By Sources

When filtering by Sources you can either choose to add a collection of sources on the fly using the Find Source utility, or you can choose from previously created Source Lists.

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Filtering By Media Contacts

When filtering by Media Contacts you can either add a writer using Find Media Contacts, or you can choose from previously created Contact lists.

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Option 1: When using Find Media Contact by Name utility to add Contacts, click and expand the Contacts section of the Filters.

type a Media Contact name in the Find Media Contact by Name text box.

Select a Contact from one of the autofill options if it matches your target, or click to launch the Select Contacts From List overlay.

Click next to select your Contact name.

Click once you’ve located and marked your target Contact.

Option 2: Use the Find Media Contact from Contact List drop down and choose one of the Contact Lists you created or one shared by a team member.

Click to add your selected Contact List.

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Filtering by Languages, Regions and Countries

You can filter by selecting combinations from 26 Languages, 16 Regions and over 200 Countries. the process for selecting your regional filter consists of making selections in the appropriate Filter category. the Chart Preview will update each time you check or uncheck a selection.

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Chart Wizard - metric details

KPi - Key Performance indicators

get a deeper understanding of your company’s position in the media landscape with Metric Details.

to display Metric Details, click at the base of a chart or click a chart element. Note: the difference in Media Details is that clicking a specific metric element will display results and content filtered by that element only.

Click View all chart’s documents to remove the filter and display the full chart results.

Click on a selection in the Chart Key to grey out that selection to visualize chart without it.

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in Chart Preview, click the above the chart to modify the KPi settings. Notes:

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You can add and remove the KPi by toggling the next to Add Key Performance Indicator.

tick the appopriate option to set the KPi to display either the Percentage of change from high to low or Percentage of change vs. previous period of equal length.

Click .

if there is no KPi associated with a specific metric, you will not see it in the Chart Preview.

the KPi percentage will update any changes to the value automatically each time the chart data is reloaded.

track the progress and results of your communications programs.

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on the Chart Wizard screen, select Volume Trend. on initial selection, the chart is generated with the default topic assigned to the Dashboard. You can remove and/or add other topics as needed.

Click to expand the Topics section.

Click for the drop down menu to select a topic. Uncheck Only mine to access team member topics.

Click and your topic will be added to your chart topics. Repeat steps 4 and 5 to add additional topics. Up to 10 topics can be selected for this metric.

Optional: Click to expand the Filters section to further define the results displayed by your chart.

Building Volume Trend Charts

Select one topic or compare several to see which trends are developing.

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Pick one of the Awareness metrics to measure coverage driven by a communications message, word of mouth or independent discovery.

Volume Trend Charts

Chart module - aWareneSS metriCS

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Media Share of Voice

on the Chart Wizard screen, select Media Share of Voice. on initial selection, the chart is generated with the default topic assigned to the Dashboard. You can remove and/or add other topics as needed.





Building Media Share of Voice Charts

Select one topic or several and see which of your topics has the largest share of media coverage.

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Impressions Analysis

on the Chart Wizard screen, select Impressions Analysis. on initial selection, the chart is generated with the default topic assigned to the Dashboard. You can remove and add other add other topics as needed.





Building Impressions Analysis Charts

Use Impressions Analysis to evaluate the impact of your messages. Note: impressions Analysis is calculated based on circulation data for print publications only; no Web or Social Media traffic data is included in calculation of this metric.

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Coverage By Media

on the Chart Wizard screen, select Coverage By Media. on initial selection, the chart is generated with the default topic assigned to the Dashboard. Note: this metric analyzes coverage on only one topic, which you can change as needed.

Click to see a collection of second-level source groups associated with each main source group.

Option 1: Select a combination of source groups from the predefined source group categories. Note: You can choose any combination as long as you don’t exceed five secondary source groups..

Option 2: type a source name in Find Source by Name and click to locate specific outlets and add them to your sources for your chart. Note: You can choose any combination as long as you don’t exceed 10 individual sources.

Option 3: Use Select Source List to load one of your saved source lists as the media selection for the chart. Click to add your selected source list. Up to 10 Sources from your Source list will be included on the chart.



Click and your topic will be added to your chart topics.


Building Coverage By Media Charts

Select one topic and see where it is pulling in the numbers when it comes to media outlets.

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Coverage Trend By Media

on the Chart Wizard screen, select Coverage Trend By Media. on initial selection, the chart is generated with the default topic assigned to the Dashboard. Note: this metric analyzes coverage on only one topic, which you can change as needed.


Option 1: Select a combination of source groups from the predefined source group categories. Note: You can choose any combination as long as you don’t exceed five secondary source groups.


Option 3: Use Select Source List to load one of your saved source lists as the media selection for the chart. Click to add your selected source list.


Click for the drop down menu to select a Topic. Uncheck Only mine to access team member Topics.

Click and this will be the topic generating the chart.


Building Coverage Trend By Media Charts

See if trends are developing around a Topic, based on a comparison of media sources.

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Top Sources

on the Chart Wizard screen, select Top Sources. on initial selection, the chart is generated with the default topic assigned to the Dashboard. Note: this metric analyzes coverage on only one topic, which you can change as needed.


Option 1: Select a combination of source groups from the predefined source group categories. Note: You can choose any combination as long as you don’t exceed five secondary source groups.


Option 3: Use Select Source List to load one of your saved source lists as the media selection for the chart. Click to add your selected source list.


Click for the drop down menu to select a Topic. Uncheck Only mine to access team member Topics.



Building Top Sources Charts

identify the top sources for a Topic across different media types.

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Historical Analysis

on the Chart Wizard screen, select Historical Analysis. on initial selection, the chart is generated with the default topic assigned to the Dashboard. You can remove and/or add topics as needed.

Click and choose your source start date. You can select from 1 to 5 years. Notes:

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Choose the best increment (months, years, etc.) to illustrate your trending output.



Click and the topic will be added to your chart Topics. Repeat steps 4 and 5 to add additional topics. Up to 10 Topics can be selected for this metric.


Building Historical Analysis Charts

Uncover and benchmark trends over one year or several.

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Historical Analysis is generated only for sources which have been consistently available in Factiva archive for the date range selected, e.g., “3 years ago” only includes sources available in for the last 3 years.

Social Media is not included in Historical Analysis as it only has a 90 day archive.

Because Historical Analysis Charts utilizes key date range criteria compared to other Awareness Metrics, the settings play an integral part of the chart’s output generation.

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Measure conversations around a topic and assess what people are most frequently saying.

Word Cloud

on the Chart Wizard screen, select Word Cloud. on initial selection, the chart is generated with the default topic assigned to the Dashboard. Note: this metric analyzes coverage on only one topic, which you can change as needed.




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Building a Word Cloud Chart

get a visual display of the most popular keywords surrounding a topic.

Chart module - dialog metriC


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on the Chart Wizard screen, select Top Media Contacts. on initial selection, the chart is generated with the default topic assigned to the Dashboard. Up to ten Media Contacts will be shown.

Click to expand the Topics section. Note: this metric analyzes contacts on only one topic, which you can change as needed.

Click for the drop down menu to select a topic. Uncheck Only mine to access team membertopics.



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Building Top Media Contacts Charts

Understand which journalists, bloggers and writers are the top Media Contacts for a topic.

Chart module - adVoCaCy & SuPPort metriCS

Use Advocacy & Support metrics to identify the key influencers writing on a topic and to analyze where that coverage is appearing.

Top Media Contacts

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on the Chart Wizard screen, select Coverage by a Media Contact. on initial selection, the chart is generated with the default topic assigned to the Dashboard.


Click to launch the Select Contacts From List overlay in order to choose your Contacts.







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Building Coverage by a Media Contact Charts

Analyze how much topic coverage a Media Contact is generating.

Coverage by a Media Contact

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Coverage Trend by a Media Contact

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Building Coverage Trend by a Media Contact Charts

Compare the topics an influential journalist or blogger is covering.

on the Chart Wizard screen, select Coverage Trend (Media Contact). on initial selection, the chart is generated with the default topic assigned to the Dashboard.


Click to launch the Select Contacts From List overlay in order to choose your Contacts.







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Top Media Type (Media Contact)

in Chart Wizard, select Top Media Type (Media Contact). on initial selection, the chart is generated with the default topic assigned to the Dashboard. Note: this metric analyzes coverage on only one topic, which you can change as needed.


Option 1: Select a combination of source groups from the predefined categories. Note: You can choose any combination of source groups as long as you don’t exceed five secondary source groups.

Option 2: type a source name in the Find Source by Name utility and click to locate specific media outlets and add them to your source collection for your chart. Note: You can choose any combination of sources as long as you don’t exceed 10 individual sources.

Option 3: Use the Select Source List utility to load one of your saved source lists as selection for the chart. Click to add your selected list. Up to ten Sources from your Source list will be included on the chart.





Building a Top Media Type (Media Contact) Chart

Find out who are the top writers on a topic by media type.

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Media Inquiry (Media Contacts)

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Building a Media Inquiry Chart

Media inquiry charts give you the ability to track how many journalists are requesting information from you.

track outreach efforts and measure their impact with Activities Metrics.

on the Chart Wizard screen, select Media Inquiry (Media Contacts). this chart shows up to 10 Media Contacts for whom an inquiry is logged as an activity and if they have written on your selected topic. on initial selection of the metric type, the chart is generated with the default topic assigned to the dashboard. You can remove and/or add other topics as needed.

Click to expand the Topics section. Note: this particular metric finds the keywords associated with a single topic, so you must select one topic for your focus.

Click for the drop down menu to select a Topic. Uncheck Only mine to access team member topics.



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Chart module - aCtiVitieS metriCS

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Activity Analysis

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Building Activity Analysis Charts

Media inquiry charts give you an analysis of your activities (appointments, inquiries, etc.) with journalists.

on the Chart Wizard screen, select Activity Analysis.

Click and choose the Activity you want added to chart metrics. You can add as many of your activities as you wish. Note: Because this chart measures data around your Activities, a topic is not used or necessary.


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Activities Impact on Coverage

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Building an Activities Impact on Coverage Chart

evaluate how your media outreach Activities are influencing your coverage.

on the Chart Wizard screen, select Activities Impact on Coverage. on initial selection of the metric type, the chart is generated with the default topic assigned to the dashboard. You can remove and/or add other topics as needed.

Click and choose the Activity you want added to chart metrics. You can add as many of your activities as you wish. Click to add each Activity to your current active chart metrics.

Click to expand the Topics section. Note: this particular metric finds the keywords associated with a single topic, so you must select one topic for your focus.

Click for the drop down menu to select a Topic. Uncheck Only mine to access team member topics.



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Documents

Chart module CoMPlete ReFeRenCe gUiDe - FactivaYou can also add a module by clicking, at the bottom of your Dashboard. Select the Chart Module. 1 1 2 3 3 Chart module CoMPlete ReFeRenCe