Using Analyze Search Results

Option

Description

Load Search

To load and run a saved search:

• click to open the menu, click to select the search to run, and then click Load. For more information on this topic, see Searching in Analyze.

Save Search

To save the parameters of the current search:

• click to open the menu, enter a name for the search, and then click Save. For more information on this topic, see Searching in Analyze.

Load Insight Search

Click to select from one of your saved Leads searches to run. 

Assign Search

Click to assign the current search to yourself or to others in your work group. For more information, see Assigning a Search.

Option

Description

Custom Export

Click to open the Export Analyze Data window where you can customize your report.

Export All Charts

Select to export the data of each tile currently selected as a paginated PDF document.

Export All Date (xls)

Select to export the results as a formatted Excel spreadsheet. Each data tile is displayed in a separate Excel tab. Also included are the top 20 projects or companies selected from the matching results at the bottom of the results window.

Feature

Description

Clearing edit options

Each data tile has an edit option that lets you apply filters to your search results. Each time you select a filtering option, the current data tile and all other data tiles refresh with the revised data.

• To remove filtering and return a data tile to its original position, click Any in the breadcrumb list in the current data tile. All data tiles are reset.

Exporting results

You can export the results of a single data tile using the export feature on the tile. Once you select an option, the selected export type automatically downloads to your device. Note that the export format may not be available for each tile.

• PNG / JPG – The results are exported as the selected image type. 

• PDF – The results are exported as a PDF document. 

• Excel – The results are exported as a formatted Excel spreadsheet.

Sorting data tables

Most of the columns in data tile tables can be sorted by clicking on the column headers, both in ascending and descending order.

Selecting the data view

Most data tiles let you select from a variety of options for viewing the data. To change the data display, click on the icon at the top of the data tile.

Rolling up data tiles

You can roll up the data tiles so that only the top bar is visible.

• On the menu bar at the top of the window, click Edit.

• Click the toggle button at the top of the tile to show or hide the tile.

View

Description

Line

The line view displays the number of projects in relation to the selected date range for each search term. Each search term is represented by a separate color-coded lines:

Each pivot point on the line represents a change in the project count for that search term. Hovering over a pivot point displays the date and project counts for the term.

Grid

The grid view lists the dates and matching project counts in table format:

You can sort both the date and project count columns by clicking on the headings at the top of the menu.

Stacked area

The stacked area view uses color to add a dimension of volume for each search term:

Each pivot point on the line represents a change in the project count for that search term. Hovering over a pivot point displays the date and project counts for the term.

Bubble

The bubble view gives you a visual indication of the volume represented for each of your search terms:

View

Description

Map

You can use the interactive color coded map to refine your results by location:

The shading indicates the number of projects found in each state or province:

• Lighter shading equals fewer projects and darker shading equals more projects.

• Hovering over a location displays the number of projects by search term.

To the right of the map are colored circles that match the coloring for the search term. Hovering over a circle displays the name for the term. Clicking a circle removes or adds the term to the results. Note that you must keep at least one search term in the menu.

Using the menu

To filter results by location:

• click on a location in the map to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column view displays project counts by location for each search term:

Hovering over a column displays the count of each search term:

Using the menu

To filter results by location:

• click on the bars to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays project counts by location for each search term:

Each search term is represented by a separate column.

Clicking on a column header resorts the column in alpha-numeric order. 

Using the menu

To filter your results by project location:

• click anywhere on the row to add or remove the selection from your filtering. Note that the selected terms are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Map

The map displays the geographical locations of the companies by volume that participate in projects matching your search terms:

The shading indicates the number of companies found in each state or province: the darker the shading the greater number of companies found that match the search terms. 

Hovering over a location lets you see the number of companies.

Using the menu

To filter your results by location:

• click on the locations on the map to add or remove the selection from your filtering. Note that the selected states are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu.

Column

The column view displays the number of companies for each location that have projects matching your search terms: 

Hovering over the bars lets you see the number of companies for each location. 

Hovering over the search term name highlights the search term results in the menu. 

Using the menu

To filter results by location:

• click on the bar for the location to add or remove the selection from your filtering. Note that the selected states are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu.

Grid

The grid view lets you see the number of companies by location for each search term: 

Each search term is represented by a separate column. 

• Clicking on a column header resorts the column in ascending or descending numeric order.  

Using the menu

To filter your results by location:

• click on a row to add or remove the selection from your filtering. Note that the selected locations are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu. 

Note: The default view displays the list in descending order by date. You can resort the list by clicking on the Count or Query column headers.

View

Description

Pie

The pie view displays the role and the project count and related percentages of the role for projects returned:

Each section of the pie represents a separate role or group of roles. Hovering your mouse over the sections displays the role name, the project count and percentage of the total for the role.

Using the menu

To filter your results by role:

• click on a role segment to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Stacked

The stacked view displays a breakdown of company roles for each of your search term:

Each bar represents a separate search term, and the different segments in the bars represent the roles and corresponding project count for the role. Hovering your mouse over the bars displays the role and project count for the search term associated with that role.

Using the menu

To filter your results by role:

• click on a role segment in the bar to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column view displays the role name and corresponding project count for each of your search terms:

Each group of bars represents a role and the individual bars in a group represent a separate search term. Hovering your mouse over the bars displays the role and project count for each search term associated with that role.

Using the menu

To filter your results by role:

• click on the line for the role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

The bar view displays the role name and corresponding project count by for each of your search terms:

Each group of bars represents a role and the individual bars in a group represent a separate search term. Hovering your mouse over the bars displays the role and project count for each search term associated with that role.

Using the menu

To filter your results by role:

• click on the line for the role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the role name and corresponding project count for each of your search terms:

In this menu:

Each search term is represented by a separate column.

• Clicking on a column header resorts the column in ascending or descending numeric order. 

Using the menu

To filter your results by role:

• click anywhere on the row for a role to add or remove the role from your filtering. Note that the selected roles are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Stacked

The stacked view displays a breakdown of stages for each search term:

Each bar represents a separate search term and the different segments in the bars represent the stages for the term. Hovering your mouse over the bars displays the stages and project count for the search term.

Using the menu

To filter your results by stage:

• click on the bar to add or remove a stage from your filtering. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the project count by search term for each stage:

Each search term is represented by a separate column.

Each row represents a different stage.

• Clicking on a column header resorts the column in ascending or descending numeric order. 

Using the menu

To filter your results by stage:

• click on the row to add or remove the stage from your filtering. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column and bar view displays the number of projects for each stage:

Each group of bars represent a stage and the individual bars in a group represent different search terms. Hovering your mouse over the bars displays the search term and corresponding project count for the stage.

Using the menu

To filter your results by stage:

• click on the bar for a stage to filter your results by that stage. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

Pie

The pie view displays the count and percentage of projects for each stage:

Each section of the pie represents a separate stage. Hovering your mouse over the sections displays the stage name, the project count and percentage of the total for the stage.

Using the menu

To filter by stage:

• click on a section of the pie to filter your results by that stage. Note that the selected stages are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Stacked

The stacked view displays a breakdown of project ownership for each search term:

Each bar represents a separate search term and the different segments in the bars represent the ownership types for the term. Hovering your mouse over the bars displays the ownership type and project count for the search term.

Using the menu

To filter by project owner type:

• click on a bar to add or remove the ownership type from your filtering. Note that the selected ownership types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the project count by search term for each of the ownership types:

Each row represents an ownership type and each column represents a search term.

• Clicking on a column header resorts the column in ascending or descending order. 

Using the menu

To filter by ownership type:

• click anywhere on a row to add or remove the ownership type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column and bar views display the search terms grouped by ownership type ranked according to project count:

Each group of bars represents an owner type and the individual bars in a group represent different search terms.

Using the menu

To filter by project ownership type:

• click on a group of bars to add or remove the corresponding ownership type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

Pie

The pie view displays the percentage and count of projects for each of the ownership types:

Using the menu

To filter by project owner type:

• click on the section of the pie to add or remove an ownership type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Stacked

The stacked view displays a breakdown of work types for each search term:

Each bar represents a separate search term and the different segments in the bars represent the work types for the term. Hovering your mouse over the bars displays the work type and project count for the search term.

Using the menu

• To filter your results by work type:

• click on the bar to add or remove the work type from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the project count by search term for each of the work types:

Each row represents a work type and each column represents a search term.

• Clicking on a column header resorts the column in ascending or descending order. 

Using the menu

To filter your results by work type:

• click anywhere on a row to add or remove the work type from your filtering. Note that the selected work types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

The column and bar views display the search terms grouped by work type ranked according to project count: 

Each group of bars represents a work type and the individual bars in a group represent different search terms.

Using the menu

To filter by work type:

• click on a group of bars to add or remove the work type from your filtering. Note that the selected owner types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

Pie

The pie view displays the percentage and count of projects for each of the work types:

Using the menu

To filter by work type:

• click on the section of the pie for a work type to filter your results by that type and click again to remove it from your filtering list. Note that the selected types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Donut

The donut view shows the project counts by categories and subcategories:

The inner ring shows categories and the outer ring the subcategories. Hovering your mouse over a section displays the project type and the project count for that type.

Using the menu

To filter by type:

• click on any of the sections to add or remove the category or subcategory from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu.

Stacked

The stacked view displays a breakdown of category types for each search term:

Each bar represents a separate search term, and the different segments in the bars represent the project types. Hovering your mouse over the bars displays the category and project count for the search term.

Using the menu

To filter your results by project type:

• click on the section to add or remove the type from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu. 

• Click Any to reset the menu.

Grid

The grid view displays the number of projects for each category:

Each row represents a project category and each column represents a search term. 

• Clicking on the arrow next to a category name displays the associated subcategories.

• Clicking on a column header resorts the column in ascending or descending order. 

Using the menu

To filter your results by project type:

• click anywhere on a row to filter your results by that type. Note that the selected types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Column

Both the column and bar views display project counts for your search terms grouped by project type:

Each group of bars represents a project type and the individual bars in a group represent different search terms. Hovering your mouse over the grouped columns displays the project count for each search term.

Using the menu

You can filter the menu by category and you can see a breakdown for each of the project types, as described in the following table. 

View

Description

Grid

The grid view displays your results in table format:

 Using the menu

To filter your results by CSI number:

• click anywhere on a row to add or remove that value from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Sunburst

The sunburst view displays the number of projects found for each CSI number:

The inner ring contains division numbers and the outer ring contains sub-division numbers.

Using the menu

To filter your results by CSI number:

• click on a segment of the chart to add or remove that value from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Grid

The grid view displays the project counts for each search term according to document type:

Each column represents a separate search term and each row a separate document type.

Using the menu

To filter your results by matching documents:

• click anywhere on a row to add or remove the document type from your filtering. Note that your selections are tracked in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Pie

The pie view displays the document type and its relative size to the whole:

Hovering your mouse over a section displays the document type, project count and percentage of the document type for the whole.

Using the menu

To filter your results by document type:

• click on a segment of the chart to add or remove the document type from your filtering. Note that the selected types are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Column

The column view displays the number of projects for each search term grouped by value range:

For the data displayed:

The vertical axis represent project counts in thousands.

The horizontal axis represents value in increments of a half million dollars.

Each colored column in a group represents a separate search term.

• Hovering over a column group displays the project counts for each search term in the group:

Using the menu

To filter your results by value:

• click on any of the column groups to add or remove the group from your filtering. Note that the selected value ranges are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Grid

The grid view displays the project count for each of your search terms ranked according to value:

The first column represents value ranges and each subsequent column represents search terms.

• Clicking on any search term column header resorts the column in ascending or descending order. 

Using the menu

To filter your results by value

• click on any of the rows to add or remove the value range from your filtering. Note that the selected ranges are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

Bar

The bar view displays your search terms grouped by value and project count:

Each group of bars represents a value range and the individual bars in a group represent a search term. Hovering your mouse over the bars displays the search term and project count for the term.

Using the menu

To filter your results by value

• click on any of the bars to add or remove the value range from your filtering. Note that the selected ranges are shown in the breadcrumb list at the top of the menu.

• Click Any to reset the menu.

View

Description

Venn

The Venn diagram uses individual circles to show the relationship in project count between search terms.

 Each circle represents a separate search term and is labeled with the corresponding term and uses a specific color. 

The area where circles overlap indicates projects that include search terms in common. Areas with no overlap indicate that there are no terms in common.

Grid

The grid view displays your results in table format: 

 The Sets column represents the search terms found. Each row displays the number of documents that match each of your keywords, individually and in groups. The keyword is represented by a square and is color-coded to the search terms listed at the top of the window. The Count column represents the number of times the keyword is found and the % column represents the percentage the keyword is found in relation to the total results.

Menu legend

• The keyword square and (Only) indicate the number of projects with document sections where only that keyword is found. 

• The keyword square and (All) indicate the number of projects with document sections where both the single keyword and any other keyword are found. 

• Multiple keyword squares without any text indicate the number of projects with matching documents for the listed keywords. 

Note: Clicking on the column headers resorts the results in ascending or descending numeric order.

Option

Description

Viewing projects or companies

By default, the menu is set to show the matching projects to your search criteria. You can view the companies that match your search terms by clicking Show Matching Companies.   

Sorting by date and value

Only available when viewing projects, click to sort the results in descending order by either the Bid Date or the Value columns.

Export

Click to export the list in PDF or XLS format. For information, see Using Export Data Options.

Save Search

Click to access the Save Search menu. For more information, see Searching in Analyze.

See All Results

Click to view the matching projects and companies in Leads.

Selection

Description

Total Project Count

The total number of projects where the search term is specified in project documents.

Total Project Value

The total value of the product as specified in project documents.

Comparative Project Count

Only available for comparative search results with two or more companies, the total number of projects for each company.

Comparative Project Value

Only available for comparative search results with two or more companies, the total value of projects for each company.

Type

Description

When viewing projects

Document availability

The document icon indicates that the search has returned documents matching the search keyword.

Clicking on the icon opens Document Center to the first instance of the keyword highlighted in project documents. For more information, see Working with Document Center.

Matching Searches

Each square indicates the search terms found in the project. The squares are color-coded to the match the colors used for the search terms shown at the top of the window:

State/Province

The state or province where the project is located.

Category

The category or categories for the project (when multiple categories are found).

Bid Date

The bid date for the project.

Value

The value for the project.

When viewing companies

Name

The name of the company. When an active link, clicking on the company name opens the details page for the company.

Planning Pool

The number of projects in the Planning Stage for the company.

State

The state, county or province where the company is located.

County

Role Classification Parent

The parent and child role played by the company.

• For a full list of company roles and more information on this topic, see Understanding NASD Mapping.

Role Classification

Columns listing the Individual search terms and counts

Each keyword is represented by a separate column and the numbers represent the projects where the keyword is found for the company in project documents.

• Clicking on the number in a column displays the projects matching the selected keyword in Leads.