Help: Creating a chart using search results

Charts are a powerful tool for summarizing data and identifying trends. In the PitchBook Platform, you can use the chart builder tool to create charts for company, deal, investor, funds, and debt search results. This article will walk you through how to create charts using your search results. It covers all the available chart templates, settings, and filters to help you refine your charts, as well as show you how to download them.

After running a search, select Charts from the ribbon at the top of the search results page. This will prompt a drop-down menu that lists the types of data you can chart by.

The options in the drop-down menu are based on the results tabs available in your search results, so they will vary based on the screener you choose.

Note: If you have any filters on your search results tabs, these will be carried into your chart.

One of the chart builder’s most useful features is the templates ribbon below the Charts tab. This ribbon features popular chart templates, which save you time and effort by providing a pre-formatted structure with relevant data points. Simply click on a template to update your chart automatically.

There are two features in the chart builder that you can use to modify your charts: Chart Settings and Add Filters. Learn more about these features below.

In the chart builder, you will find the Chart Settings panel on the left-hand side. There are several ways to use this panel to modify your charts to surface data.

• Chart style – Click on the chart style preview to change the type of chart being displayed. The chart style options will vary based on the type of data you have selected.
• Data inputs – Click the data input to open a drop-down menu of all available data points. The available data points will change depending on the chart style you have selected. Possible data inputs you’ll see across chart styles include Bar Graph, Line Graph, Main Value, Percentage, or Breakdown by.
• Time Period/Interval – Filter the data by year, quarter, or month to see how the data changes over these different time frames. You also have control over how many years/quarters/months appear in your visual.
• Time period by – In a Debts chart, set a specific range of dates to view in your chart and choose whether you want that date range to apply to the maturity date or the issue date.

Refine your chart by adding filters to update your results dynamically. The filters break down the data so you can focus on what’s relevant to your needs. To add a filter to your chart, follow these steps.

1. Click the blue Add Filters option above the Chart Settings panel. A drop-down menu will open with the fields you can filter by.
2. After using the checkboxes to select your filters, use the down caret(s) to choose the specific details of each filter. In some fields, you can type into the box to quickly find the filter you need.
3. Click Apply filters to finalize.

To download your chart, click Download in the upper right-hand corner. From the drop-down menu, you can choose to download your chart as a PNG, PDF, or Excel file. Please note, this file will count as one download against your daily and monthly download limits.