1. Home Page and general overview of navigation

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Need more Answers? Log in to Dow Jones Insight and click the Support link in the upper-right-hand foraccess to resources to help you use your product more efficiently.

1. Home Page and general overview of navigation

When you log in to Dow Jones Insight, you will see on the home page a navigation bar with two linesof controls. The controls located in the first line (upper right) provide you with charting and supporttools, while those in the second line list the group or personal dashboards. Group dashboards aremarked with a double icon; personal dashboards are marked with a single icon.

The center area of the home page is where the dashboard graphics are displayed.

2. View dashboards and work with charts

1. Select the dashboard of your choice from the list.2. Left click on your chart of interest (e.g., Competitive Share of Voice, Issue Trend,

Favorability) to view the chart menu. Select Expand and a new browser window will openwith a larger version of the chart.


3. Click any area within the larger chart to see article excerpts found for the corresponding subject, issue or timeframe. Results will display in reverse chronological order. Options include:

a. Click a company name in a Share of Voice chart to display all excerpts found for that company.

b. Click a point on a line in a Trend chart to display all articles for that subject on that date.

c. Click the “favorable” section of a Favorability chart to display all headlines identified as favorable for that subject or issue.

d. Click a publication name in a Top Publications chart to display all excerpts for that publication.

4. To limit the results produced in Step 2 above (other than a Top Publications chart) to a source type, source group or publication, click one of the charts on the left-hand side

of the Details Page generated in Step 2.5. To view the full article associated with any headline, click the headline. The article will

open up in a new browser window. Close the window when you have finished reviewing the article.

3. Details Page

This page displays headlines and excerpts of the underlying articles in a chart, as well as a graphical depiction of thesources from which the headlines were derived and other details. You can access the Details Page from any chartsaved in the Chart Library, on a dashboard, from the Active Grid, or on an external page where the chart has beenpublished.

1. To access the Details Page from a chart:a. Left click on the desired chart and select Expand to view the large version of the chart.b. Click the area within the chart that represents the subject or issue of interest.

2. To access the Details Page from an Active Grid:a. Select the desired Active Grid from the drop-down at the top of any page.b. Highlight the desired subject(s) and issue(s) in the grid.c. Click View Headlines on the right-hand side of the page.

Note: also see the Details Page section for more information on working with chart data.

3. The Details Page will display headlines in reverse chronological order. 4. Click Show Details to see a list of all subjects, issues and discovered terms found in the article; an

indication of the total number of excerpts in that article that contain the term of interest; and favorability scores for each subject, if available. Administrators can change favorability scores from here. (See Administrator tools section for details on administrator-only features.)

5. Click Hide Details to return to the original display.6. To view articles from specific source types, source groups or individual sources, click on the desired

criteria in the charts on the left side of the page.7. Click an article headline to view the full article in a new window. Web documents will redirect to

the Web site hosting them. Some documents, such as certain broadcast transcripts, are not available for viewing.

8. Click Download Excerpts at the top of the headline list to save all excerpts on the current page as a tab-separated file.

9. Click delete to remove an unwanted article. (This feature is only available to administrators. See Administrator tools section for details on administrator-only features.)

4. Clipboard

1. Adding items to the Clipboard.

a. For Headlines: Click the icon to the left of each headline you wish to add to the Clipboard. Note that documents are added one at a time to the clipboard.

b. For Charts: Left click on the desired chart and select Clip Chart to add a chart to the Clipboard.

2. Click the link at the top of the screen to view your stored documents. Note that the numbernext to the link indicates the number of headlines or charts contained in the Clipboard.

3. Once in the Clipboard, you may check the boxes next to the publications, web sites and charts to selectindividual items, or use Select All. Links are available at the top and the bottom of the Clipboard page toPrint, Download, E-mail or Remove items.


5. Build a chart using the Create Chart tool

1. Click Create Chart on the top of any page.2. The Create Chart page will present a list of chart types, grouped by category. Mouse over the chart

type name to view a description of each chart type and a thumbnail sample image. 3. Click the radio button next to the desired chart type. A sample image of that chart type will appear

on the right side of the page.4. Click Continue to proceed to the Select Criteria page.

5. On the Select Criteria page, enter the name of the chart using up to 50 characters.6. Choose the Subjects to be included in your chart by highlighting them in the Available box and

clicking the + sign to move them to the Selected box. Do the same to select Issues. Use Shift+clickor Ctrl+click to select multiple subjects or issues.

7. Select the specific variation of your Chart Type by selecting the relevant radio button.8. Select Date Range using the drop-down or by entering specific starting and ending dates.9. Select country or region of interest

a. Use the Select Region drop-down to limit articles to regions covering predefined sets of countries.

b. Use the radio buttons to select all countries or individual countries. Move the desired country names from the Available box to the Selected box.

10. Select Language(s) and Source Groups(s) by moving desired criteria from the Available box to the Selected box.

11. Choose desired reporting units – Excerpts or Documents – using the radio buttons. 12. As you move through steps 5 through 11 above, you may click Refresh below the sample chart

on the right to see the effect of your changes.13. When you have finished making your selections, click Continue to proceed to the

Save/Publish page.



14. The Save/Publish page offers four options. You can:• Save your chart to the Chart Library alone • Save your chart to both the Chart Library and an existing dashboard • Save your chart to both the Chart Library and a new dashboard you create in this step• Save your chart to be published externally

15. Choose the radio button next to the desired option. 16. Click Save to accept changes and move to the dashboard on which you’ve published the chart

or to the Chart Library for unassigned charts.17. Click Save & Create Another to accept changes and return to the Create Chart page to create

another chart.18. A maximum of six charts can be displayed on each dashboard.19. Note: If you saved a chart to the Chart Library, see the section titled Manage Charts from the

Chart Library for more information.

6. Build a chart or view articles using an Active Grid

Active Grids act as heat maps showing relative volumes across the subjects and issues displayed. They also allowyou to display the relevant headlines for those subjects and issues and/or create ad hoc charts that can then be savedor published externally. The size of the intersecting boxes indicates the volume of articles for the corresponding sub-ject and issue. White indicates no coverage.


Create a chart:

1. Select the desired Active Grid from the drop-down at the top left of any page.2. Click on a row name(s) to select all articles mentioning the desired subject, irrespective of issue;

or click a column name(s) to select all articles mentioning the desired issue, irrespective of subject; or click an individual box with the subject and issue of interest. (Double-click to deselect choices.)

3. Depending on the combination of rows and columns selected, specific chart types will be available. These options will display to the right of the grid. Choose the desired chart type.

4. Click Create Chart.5. Once you have created your new chart, proceed to step 5 in the section Build a chart using the

Create Chart tool to modify it as needed and publish the new chart as desired.

View articles:

1. Select the desired Active Grid from the drop-down at the top left of any page.2. Click on a row name(s) to select all articles mentioning the desired subject, irrespective of issue;

or click a column name(s) to select all articles mentioning the desired issue, irrespective of subject; or click an individual box with the subject and issue of interest. (Double-click to de-select choices.)

3. Select View Headlines to view the details page.

7. Create a new dashboard

Each user or administrator can create up to 20 personal dashboards. Personal dashboards are visible only to the person who creates them. Group dashboards are created by administrators and visible to all users in the group. Useany of the methods below to create a new dashboard. (See Administrator tools section for details on administrator-only features.)

1. Create a dashboard by:a. Select More Dashboards at the top of any page, then select Manage Dashboards. Or,b. Click the Chart Library tab at the top of any page and select Create New Dashboard. Or,c. When saving or publishing a newly created chart, select the Create New Dashboard

radio button.2. Once you’ve created your dashboard using one of the above methods, name your dashboard using

up to 20 characters.3. Click Save.4. Approximately five dashboards can be displayed as tabs at the top of the screen (more or less

depending on the length of the names). If additional dashboards are available to a user, they will be listed on the More Dashboards page.

5. To change the dashboard names that display in the tab structure or the order in which they are displayed, click More Dashboards. This will open a pop-up window from which you can drag and drop dashboards into or out of the tabs, or change the order in which they are displayed.

6. To add charts to your dashboard, see the section titled Manage charts from the Chart Library.


8. Manage charts from a dashboard:

Each chart in a dashboard view can easily be manipulated or shared.

1. Left click on the chart, then select the desired action from the chart menu. 2. To print a chart, select Print from the chart menu to generate a printer-friendly version of the

chart in a new window. A print dialog box will open automatically. Make your selections and click Print.

3. To change the chart criteria, select Edit and proceed to step 5 in the section Build a chart using the Create Chart tool to modify the chart as needed.

4. To download the data points represented in the chart, select Download, then follow the instructions in the dialog box.

5. To download the image of a chart without the data points behind it, select Save Image.6. To copy the chart into the Chart Library, select Publish. (See section Manage charts from the

Chart Library for further details.)7. To remove the chart from the dashboard, select Delete. Other charts on the dashboard will move

up to fill the vacated space. A copy of the deleted chart will remain in the Chart Library.8. To reposition or reorder charts on a dashboard, see the section titled Manage charts from the

Chart Library.9. To view a larger version of the chart, select Expand. From there, you can:

a. View the chart using various predefined Date Range and Region criteria. Select the desired criteria from the drop-down on the upper-right area of the screen.

b. Print the chart. Click in the chart to display the chart menu, then select Print to generate a printer-friendly version of the chart in a new window. A print dialog box will open automatically. Make your selections and click Print.

c. Download the data points represented in the chart. Left click , select Download Data,then follow the instructions in the dialog box.

d. Save the image of the chart without the data points. Left click , then select Save Image.e. Click Back to return to the dashboard.

9. Manage charts from the Chart Library

The Chart Library functions as both a holding area for all charts a user has access to and a control area from whichcharts can be manipulated. Every chart that is created is placed into the Chart Library, either onto a dashboard, thelist of “unassigned” charts or the list of externally published charts.

1. Click Chart Library at the top of any screen. 2. The Chart Library will display as thumbnails of all charts, grouped by dashboard and in the

order in which they appear in the dashboard; unassigned charts and published charts display below, alphabetically by title.

3. Click List to view the Chart Library in table format.


Manage charts from Grid view:

1. To move a chart to a different location within the dashboard, click in the title bar and drag-and-drop it to the desired location.

2. To move a chart to another dashboard or onto or off of the unassigned or published lists, click the chart then select Move To then select the desired location. (Dashboards with six charts will not appear on the Move To list.)

3. To make a copy of a chart and place it on the same dashboard or another dashboard, click the chart and select Clone, then select the desired location. (Note: Once cloned, these charts are not linked to one another and need to be modified or deleted separately.)

4. Charts can be deleted or modified by clicking and selecting the desired option. All users can modify and delete charts from personal dashboards. Changes to group dashboards can only be made by the administrator who created them.

5. Administrators can change the status of a chart from group to personal and personal to group. (See Administrator tools section for details on administrator-only features.)

Manage charts from List view:

1. In the upper-right corner of the Chart Library, click on List to change the Dashboard display type. 2. Sort the list of charts by clicking the column headers (chart title, dashboard, date created, date

modified, chart type, status).3. Edit or delete charts by clicking the desired link. All users can modify and delete charts from

personal dashboards. Changes to group dashboards can only be made by the administrator who created them.

4. Administrators can change the status of a chart from group to personal and personal to group. (See Administrator tools section for details on administrator-only features.)

10. Output

Users can download and save all numeric data, individual charts and article excerpts, and externally publish charts.

Download numeric data

1. Left click to view the options menu of any chart, then select Download Data.2. Data will be downloaded as a tab-delimited file that can be saved locally.

Download charts

1. Left click on the desired chart to view the options menu, then select Save Image.2. The chart will be downloaded as a .png file that can be saved locally.

Download excerpts

1. Open the Details Page from any chart or Active Grid.2. Click Download Excerpts at the top of the headlines list.3. All excerpts on the current page will download as a tab-separated file. Clicking a headline

in the spreadsheet will open the full article. (This feature is only available to permissioned users. Contact your administrator to see if this feature is available to you.)

Publish charts on your intranet

1. Click Chart Library to view the list of published charts.2. Click within any published chart, then select Publish.3. Select the radio button for method used to link to the chart. 4. Copy and paste the resulting URL or code onto your desired intranet page.

11. Dataset Information

1. Click the Tools link at the top of the page.2. Select Dataset Info from the dropdown options.3. You can view the dataset information around any of the Subjects, Issues, Source Groups or Discovery.

When you highlight any one of the elements, you will see in the Details area the actual query used to retrieve the analysis information.

12. View Media Lab Offline Reports

1. Click the Reports link at the top of the page.2. View a list of all Media Lab Offline reports from one central location.3. Click on a Report Name to open or save in a PDF format.


13. Creating Key Performance Indicators (KPIs) with Alerting

Key Performance Indicators (KPIs) can be defined within Dow Jones Insight to automatically calculate on a scheduleor when a triggering threshold that you determine is reached.

KPIs can be setup to compare either document or percent changes between two things:• The same subject/issue selections over two time periods • One subject to another subject during the current time period.

Any Dow Jones Insight user can create up to 100 Personal KPIs, which are only viewable to that user. Dow JonesInsight administrators can also create up to 100 Group KPIs that are available to all users with access to subjects orissues of which the KPI is based.

KPIs can be created in five steps:

1. Click Create KPI link. This link can be found in three separate areas: the KPI page, on the Active Grid menu and an option from the chart menu.


2. Enter a name (up to 50 characters) in the KPI Name box. Next, provide a description of what this KPI will calculate in the Description box. This is an optional field that can be beneficial to others if you are

creating a Group KPI or publishing the KPI to a Group Dashboard. Choose a Comparison Type. This selection determines the data that your KPI calculation will be based.

• Time ComparisonCompares the value for one time period to another for a:

- single subject- sum of subjects- single issue- sum of issues

• Two Subjects ComparisonCompares the value of two subjects for a selected time period

• Two Issues ComparisonCompares the value of two issues for a selected time

Lastly, Click Continue.


3. Select the subject(s) and/or issue(s) that you would like used for the KPI. The options that you see will be determined by the Comparison Type that you selected in Step 2. Other filters for region, language, and source can be applied during this step. By default, they will be set to All. Once complete, click Continue.

4. Verify the attributes selected thus far for your KPI. If you would like to change anything, click Back.Otherwise, select your Period. In the first text box, enter any number from 1 to 30. This entry representseach time that the KPI will be calculated and compared to the most recent days corresponding to the number in the text box. Then choose whether the comparing period should be of equal length or based on a moving average. The moving average can range from a 2 to 7 day average.


Next, select your Reporting Type. This establishes the conditions that will activate the KPI calculation. The alert will be based on a Trigger or on a Schedule. One or both conditions can be set by checking the box next to the option.

TriggerWhen selecting Trigger Alert, enter the threshold value that needs to be surpassed, followed by the change type of either percent change or document change.

If percent change is selected, your threshold value can be any number from 25 to 500.

If document change is selected, the threshold value can be any number from 10 to 5000.

If you would like the KPI Alert to be sent only after the triggering threshold has been maintained for a periodof days, up to 7, then check the box next to which has been maintained…and supply your value.

ScheduleA schedule can be established for calculating the KPI. You can choose between a daily, weekly, monthly, orquarterly frequency. When selecting:

• Week – select the day(s) of the week for calculation• Month – enter the day of the month for calculation• Quarter – enter the day of the month for calculation and select the quarterly interval that should

be followed.

Time of DaySelect the Time of Day in which the KPI should be calculated, when a trigger threshold is surpassed or in adherence to the established schedule.


Your choices are Morning, Evening, and Morning & Evening. Morning calculations will be completed by 8:00am in your time zone and Evening calculations will be completed by 4:00pm in your time zone.

Set your time zone using the local time for: drop-down menu.

Click Continue.

5. Choose the Online Location(s) for your KPI. Your choices are to:• Publish on the KPI Page• Publish on the KPI Page and to an existing dashboard. Only dashboards with fewer than six

charts will appear in the drop-down list.• Publish on the KPI Page and create a new dashboard

If you are a Dow Jones Insight administrator, you will also see an option to publish the KPI a Group KPI.

Note: If the KPI is created based on a Trigger only Reporting Type, then the Online Location publishingoptions will be disabled.

E-mail DeliveryTo be alerted via e-mail, in addition to publishing online, check the box next to Deliver results via email.

In the E-mail Addresses field, you can enter up to 20 e-mail addresses, separated by a comma.

Choose either HTML, Plain Text, or Mobile from the E-mail Format drop-down menu.

When delivered, the KPI Alert e-mail will contain the following:

Time Comparison Subject/Issue ComparisonKPI Name KPI NameSchedule Frequency Schedule FrequencyThreshold Value Threshold ValuePrevious Period Value Value 1Current Value Value 2Document Volume Change Document Volume ChangePercent Change Percent Change


If you have scheduled multiple KPIs to the same delivery frequency, then they will be included in the singlee-mail. A maximum of 20 KPI results can be delivered in a single e-mail. If more than 20 are scheduled for delivery at the same time, the first 20 arranged in alphabetical order will be delivered.

The Subject Line of your KPI Alert will read, Alert from Dow Jones Insight.

You can opt to include the most recent 25 media mentions with your KPI Alert by checking the box includerecent media mentions with KPI alerts.

Click Save. This completes the creation of a KPI.


14. Viewing KPIs Online

All KPIs will be accessible from the KPI Page. A link to the KPI page can be found at the top of the Dow Jones Insight Toolbar.

The KPI Page will list all KPIs, grouped by frequency (e.g. Daily, Weekly, Monthly, Quarterly), then alphabetically within each frequency table.

Each KPI will have a visual icon indicating whether the KPI is Personal or Group . Upon clickingon the KPI name, the following options will appear:

• Create a Chart – clicking this link will create a KPI Trend Chart• Modify KPI – clicking this link will modify any attribute of the KPI• Delete – clicking this link to delete the KPI completely.• Details – clicking this link will launch the Key Performance Indicators Detail box, which will

define the KPI.

The 30 most recent KPI calculations will follow the KPI name. Initial, Unchanged, and Increase values will be displayed in black. Decrease values will be displayed in red. For each weekly, monthly, or quarterlyscheduled KPI, two rows will be presented.

• The first row will display the day of the week for which the KPI Alert is scheduled.• The second row will display the KPI value.

A full history for each of the tables is available from the Download link. This will open a tab-delimited file.


15. Creating News Alerts

Dow Jones Insight also provides the ability to create news only alerts. These alerts can follow a single subject andissue. Follow the steps below to create a News Alert.

1. Select an Active Grid.2. Click one of the intersections between the Subjects and Issues.3. Click the Create News Alert button from the right-hand menu.4. Supply a name for the News Alert, up to 25 characters5. Enter a e-mail address6. Choose your time of day for the News Alert delivery7. Set your local time zone8. Click Save.

Up to 25 headlines will be delivered for each News Alert e-mail. In addition to the e-mail, access to News Alerts areavailable at anytime from the KPI Page.


16. Administrator tools

Create group dashboards

1. Follow steps 1 and 2 in section titled Create a new dashboard.2. After entering dashboard name, check the Group box.3. Proceed with step 3 in section titled Create a new dashboard.

Modify group dashboards

1. Follow instructions in section titled Manage charts from the Chart Library.2. Can modify all group and personal dashboards you’ve created.

Change the status of a chart

1. Click More Dashboards at the top of any page.2. Click Manage Dashboards.3. To change a personal dashboard to a group dashboard, check the Group box for that dashboard.4. To change a group dashboard to a personal dashboard, uncheck the Group box for that dashboard.

OR,

1. Click Chart Library at the top of any page.2. Scroll down to the desired dashboard.3. To change a personal dashboard to a group dashboard, check the Group box.4. To change a group dashboard to a personal dashboard, uncheck the Group box.

Delete unwanted articles

1. On the Details Page, click delete on the right-hand side of the article in question.2. Click OK in the dialog box.

Change the favorability rating of an article

1. On the Details Page, click Show Details below the excerpt of the article in question. The current article rating will display in the drop-down box.

2. Using the drop-down box, change to the desired rating.3. Click Save.



Editorial Favorability

• To assign favorability ratings based on your own perspective, click on the Tools link at the top of the page.• Choose Analyst Tools from the dropdown options provided, at which point you will see a new tab titled

Tagging. This will bring you to the Project List page which displays both Project and Setting sub tabs.

1. Managing Projectsa. To start the generation process, select “enable” in the Action column for that project (jobs will show

a status of “empty”).b. To start working on a job, select “queue” from the Action column for that job which will open the

Queue Page.

2. Reviewing the Queuea. Select a combination of language, subject or scoring values to begin working on a subset of

documents in the queue (“Filter queue by”).b. To remove a document completely from the dataset, click the red “X” next to the headline.c. Click on any headline to open the actual document.

3. Tagging a Documenta. From the Document Review page select the document by clicking the headline.b. Select the radio button next to the appropriate value you wish to assign. Select from the

following ratings: Positive, Neutral or Negative.c. If more than one subject is found in a document, there will be additional sets of radio buttons.

All subjects must be scored before the document can be saved.d. When "save" is selected, the next document in the queue will display. Any document can

be opened for viewing by selecting the headline.e. You can choose to skip a document by selecting the “skip” button.

4. Completing a Joba. When the last document in the job’s queue is scored, the Project list will be displayed and

the status of the job will appear as “complete”.b. If scores are acceptable, select “publish” in the Action column next to the job in question on

the Project List page. This makes the scores available to the charting application.
