Standard/Heatmap Tutorial

Step 1: Click on or create a custom page

• Click the custom drop down on the top navigation bar.
• Either click on an existing page or create a new one by click “create new”

Step 2: Manage Symbols

• Once on the Watchlist Creation page, locate and click on “Manage Symbols.”

Step 3: Adding Datasets

• To add datasets to the treemap, you have a few options:
  • Search Directly: If you know the dataset and its abbreviation, use the search bar to find and click on it. It will be added to the side.
  • Adding Multiple Datasets: You can also add multiple datasets at once by navigating through categories. Click the arrow next to a category to reveal the datasets, then select the ones you want to add.
  • Selecting All: If you want to add all datasets within a category, click the arrow, then select “Select All.”

Step 4: Customize Display

• Ensure that your display type is set to either “standard” or “heatmap” watchlist

Step 5: Customizing Display Type

• The watchlist will initially display in alphabetical order.

Step 6: Understanding Columns

• The “Value” column displays the current value for each dataset.
• The “Change” column shows the change over the most recent period (usually daily).
• The “Percent Change” column displays the percentage change over that time period.

Step 7: Adding Display Columns and Filters

• Customize the display columns to include additional information like market share.
• Add filters for specific changes or percent changes if desired.

Step 8: Switching to Heatmap Watchlist

• To switch to a heatmap watchlist:
  • Click on “Edit Widget” (the pencil icon).
  • Enter the display type settings and select “Heatmap Watchlist.”
  • Save the changes.

Step 9: Understanding Heatmap View

• In the heatmap view, lines are colored based on changes:
  • Green indicates a positive change.
  • Red indicates a negative change.
  • Gray indicates zero change (no change day over day).