Available Charts (15 Types)

Chart Tabs

• Open a chart — Click any chart name in the sidebar menu
• Switch tabs — Click the tab at the top of the chart area
• Close a tab — Click the × on the tab
• You can open the same chart type multiple times with different local filters

Download Chart Images

Every chart card has PNG and JPEG buttons in the top-right corner. Click to download the chart as an image file. D3 charts (treemap, map, network) export at 2x resolution for crisp quality.

Partial Year Handling

The current year is always incomplete. The Filing Trends chart automatically caps at the last complete year and shows a warning note. Other year-based charts follow the same rule.

Global Filters (Sidebar)

The Filters section in the sidebar applies across all charts and KPIs simultaneously:

• Year Range — Filter by priority date year (From / To)
• Legal Status — Show only Alive or Dead patents
• Assignee contains — Text search within assignee names
• CPC prefix — Filter by CPC code prefix (e.g., G06N for AI)

Click Apply Filters to update everything. Click Clear All to reset.

Local Filters (Per Chart)

Each chart has its own Local Filters button. These filter only that chart, without affecting other tabs or the global view.

• Click Local Filters to expand the filter panel
• Set values and click Apply — the chart re-renders instantly
• Active filters show as coloured chips below the button
• Click × on a chip to remove that filter
• Click Reset to go back to the globally-filtered dataset

Local filters stack on top of global filters. For example: globally filter to Alive patents, then locally filter the Assignees chart to CPC prefix G06N — you see only alive AI patents by assignee.

Year Basis (Priority / Application / Publication)

Year-based charts let you choose which date drives the year, via the Year basis selector in each chart's Local Filters:

• Priority year (default) — when the invention was first filed. Best for "when was this invented."
• Application year — when protection was formally sought. Reflects R&D / investment timing.
• Publication year — when the patent became public. Reflects realised innovation output.

The same three years can show different totals — that is expected, because each date is different. Only the date types present in your dataset are offered.

Click Any Data Point to Download Patents

Every interactive chart element is clickable. When you click, the matching patents are downloaded as an XLSX file with hyperlinked patent numbers.

What You Can Click

• Filing Trends — Click a point on the line → download all patents from that year
• Technology Treemap — Click a technology block → download patents in that CPC group
• Top Assignees — Click a bar → download that assignee's patents
• Geographic Map — Click a country → download patents filed in that jurisdiction
• Geographic Map (EP/WO badges) — Click the EP or WO badge → download regional filings
• Tech x Year Heatmap — Click a cell → download patents for that CPC group + year
• Legal Status — Click a doughnut slice → download patents with that legal state
• Portfolio Vitality — Click a bar segment → download Alive or Dead patents for that assignee

What the Downloaded XLSX Contains

• All original patent data columns with friendly column names
• Patent number cell hyperlinked to Google Patents or Espacenet (auto-selected by jurisdiction)
• A View Patent column with a clickable link to the best database for each patent
• AutoFilter dropdowns on every column
• Frozen header row so column labels stay visible while scrolling
• Excel Table format with banded rows — ready for slicers

Patent Link Routing

Links are automatically routed to the best database based on the patent's jurisdiction code:

• Google Patents — US, CN, JP, KR, CA, AU, IN, TW, SG, BR, and most other countries
• Espacenet — EP, WO, DE, FR, GB, NL, SE, CH, AT, BE, IT, ES, and other European offices

Assignee Name Normalisation

Patent data often contains variant names for the same company (e.g., "Microsoft Corp", "Microsoft Technology Licensing LLC", "Microsoft Technologies"). The Assignee Groups panel in the sidebar lets you merge these into a single canonical name.

Manual Rules

• Type the canonical name (e.g., "Microsoft") in the first field
• Type a variant name in the second field — a dropdown suggests matching names from your data as you type
• Click + Add Rule to add the mapping
• Repeat for each variant
• Click Apply All Groups to re-render every chart with merged names

Auto-Detect Similar Names

Click Auto-detect similar names to scan the top 200 assignees automatically. The tool strips legal suffixes (Inc, Corp, LLC, Ltd, Technologies, Holdings, etc.) and groups names sharing core tokens with over 55% similarity.

Review the suggested groups in the list, remove any incorrect ones, then click Apply All Groups.

Pre-Loaded Defaults

Common groupings for Microsoft, Google, and IBM are pre-loaded when the dashboard starts.

Export XLSX (Top Bar)

Click Export XLSX in the top bar to download the entire filtered dataset as an Excel file. The export includes all original columns plus hyperlinked patent numbers and the View Patent column.

Data Table

The Data Table chart shows up to 1,000 patents in a searchable table. Each row has a Google Patents or Espacenet link (auto-selected by jurisdiction). Use the search bar to filter by any field.

Chart controls (Admin only)

Each chart has a row of controls in its top-right corner:

• 🔗 Get link — creates a permanent read-only, no-login link to that exact chart. A popup shows the link with a Copy button. Anyone you send it to can open the chart live and interactive in their browser without signing in — paste it into an email, a document, or a message. The link captures the chart’s data as it is at that moment (including any filters applied).
• ▦ Values — toggles a supporting value table below the chart, listing each category and its exact number. Turn this on before checking “Include in report” if you want the table to appear in the Word report too.
• Include in report — captures the chart for the Word Report Builder. Tick this on every chart you want in the report, then click Build Report in the toolbar.
• Download PNG / JPEG — saves the chart as an image, complete with its title, value table, and an auto-generated key-takeaway caption.

Read-only shared links (Admin only)

The same read-only chart links are also embedded automatically in Word reports — each chart in the report is clickable and opens the live version. Whether from 🔗 Get link or a report, these links:

• Require no login — the recipient sees only that chart, view-only, with no editing or admin tools.
• Are permanent — they don’t expire.
• Can be shared anywhere — email, documents, presentations, or chat.

Using with the Taxonomy Builder

For a complete workflow:

• Export your patent search from Quartet or another patent tool
• Upload to the Taxonomy Builder to categorise patents into technology themes
• Export the taxonomy mapping as XLSX
• Upload the taxonomy XLSX to this Landscape Dashboard for full visual analysis

💬 Ask AI — the Analysis Assistant

Click 💬 Ask AI in the top toolbar to open a chat assistant that reads the current on-screen analysis and answers questions in plain language. It opens as a movable window — drag its header to reposition, drag a corner to resize.

What you can ask

• Interpret the data — "Who are the top competitors?", "Is filing activity growing?", "What share is still active?" It answers from the actual numbers currently shown.
• Get pointed to a chart — when a chart would show the answer, it adds an Open chart button.
• Generate a chart — ask it to plot something, e.g. "top 10 companies by filings 2020–2026." It shows a Generate this chart button that opens a configured chart for you.
• 3D charts — ask for three parameters, e.g. "companies vs year vs legal status in 3D," and it builds a rotatable 3D chart.

Good to know

• If a request is ambiguous, it asks a quick clarifying question first.
• If a chart can't be built from your data columns, it says so and suggests the closest option.
• Answers are AI-generated interpretations — verify important figures against the charts.
• Available to all users (clients and admins).

🎓 Training Center

Click 🎓 Training in the top toolbar to open hands-on tutorials. It opens as a movable window — drag its header to move it, drag a corner to resize, and keep using the dashboard behind it.

Two tracks

• For Clients — Reading the Analysis — how to read the charts, find the major players, understand legal status, and pull the patents behind any number. No patent expertise needed.
• For Admins — Running & Reporting — the full workflow: load data, choose year basis, filter, build charts, get shareable links, build a Word report, and send to a client.

How it works

• Each tutorial has a Goal, a Try this action, and What to expect.
• Many steps have a Try it now button that jumps you to the relevant chart.
• Mark steps done to track progress through each track.