Ad$pender User’s Guide Welcome to AdSpender. This user guide will show you everything you need to know to access and utilize the wealth of information available from AdSpender. This is an Internet-based database that may be accessed by using one of the network computers in the Business Library in Miller Hall or the Peninsula Center in Newport News. Mason School of Business graduate students, undergraduate students with a Business major, faculty and staff may also access this program through the Mason School of Business network. Introduction AdSpender is a tool that allows you to view a top-level summary of the multi-media advertising marketplace. This database monitors advertising expenditures and occurrence information for more than three million brands across 18 media. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 1 Table of Contents Introduction ......................................................................................................................... 1 Table of Contents ................................................................................................................ 2 Home Page .......................................................................................................................... 3 Header Tools ................................................................................................................. 4 Header Links ................................................................................................................. 5 Home Page Menu Column .................................................................................................. 6 Custom Reports ............................................................................................................. 6 Step One: Media ..................................................................................................... 8 Step Two: Time Period ........................................................................................... 8 Step Three: Product Set .......................................................................................... 9 First Method ...................................................................................................... 9 Second Method ............................................................................................... 12 Step Four: Report Format ..................................................................................... 14 Step Five: Report Options ..................................................................................... 14 Step Six: Report Summary.................................................................................... 14 Report Viewer ............................................................................................................. 15 Maintenance ................................................................................................................ 18 October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 2 Home Page AdSpender opens with the Home page displayed. The Home page is divided into a header, menu column on the left, a main display area in the center and an AdSpender Bulletin Board column on the right. The Home page header has four links (Home, Help, Contact Us, and Logout) and four tools (Messages, Availability, Methodology and My Profile). The header is displayed on each page of the database. To start using the database go to the menu column and click on Create under Custom Reports. Go to page 6 for information on the Custom Reports section and page 8 for information about creating a report. You may return to the Home page from any location in the database by clicking on the Home link in the header. Note: Do not use the web browser back or forward arrows to navigate the database. Use the Home link in the database header to return to the Home page. Moving back and forward is possible within the report creation function (Next and Previous links). The Ad$pender Bulletin Board column presents short articles about various aspects of the AdSpender database. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 3 The main display area of the Home page has two boxes, one (My Reports) has a table of reports that have been created. You may run a report by clicking on the green arrow icon in the row of the report you want to see. This will open the report in the Report Viewer section of the database. See page 15 for information about the Report Viewer. The View column has two icons: a View checkmark and an Open file symbol. Clicking on the View checkmark will open the Report Specification window. This lists the criteria used to set up the report. The Open icon will open the Report Summary page of the Custom Reports section. See page 14 for information about the Report Summary page and page 6 for information about the Custom Reports section. The other box in the main display area of the Home page has a pie chart of the money spent on media. The various slices of pie represent the amount spent on each type of media. The colors are explained in the chart’s legend. Header Tools The program header has four tools: Messages, Availability, Methodology, and My Profile. The Messages tool will open a window with any messages from the vendor concerning any issues with the AdSpender database. Clicking on Availability will open the Data Availability page. This page has a table listing the type of media and the time period of the data used in the database. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 4 The Methodology tool will open the AdSpender Methodology window. This window is a long scrolling display of the methods the vendor uses to develop the data used n the AdSpender database. The top of the page is a table of contents listing the various types of media covered by the database. Clicking on a media type will scroll the page to the entry for that media. The My Profile tool will open a page with information about the current subscription. Header Links The program header has four links in the top line: Home, Help, Contact Us, and Logout. The Home link will return you to the opening page. Help will open the AdSpender Help page in a new window. This page has a list of terms with definitions. There is also a list of commonly used abbreviations. Clicking on Contact Us will open a page with contact information for the vendor. Logout will exit you from the program. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 5 Home Page Menu Column The AdSpender Home page has a menu column on the left side of the page. This menu column has three sections: Custom Reports (see below), Report Viewer (see page 15), and Maintenance (see page 18). You may click on the section name or one of the links below it. Custom Reports Clicking on the Custom Reports topic or the Create link under it will open the Custom Reports page. This page is the main access to the media data contained in AdSpender. If you select the Open link in the menu column, the Report Specifications Listing page is opened. This page is similar to the My Reports box on the Home page. This page gives you the options to delete or rename the reports listed in the table. The other controls are similar to those in the My Reports box. See page 4 for information about the My Reports box. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 6 Clicking on the Create link or the Custom Reports header will open the Custom Reports page with the display showing the first step in the six-step process of creating a new report. The six steps are: Media, Time Period, Product Set, Report Format, Report Options, and Report Summary. You use each of these steps to set up the various criteria for your report. These steps are listed in the menu column on the left side of the Custom Reports page. When setting up your report you may go from one step to the next or you may go directly to a particular step by clicking on it in the menu. When the report has been set up you will view the finished report in the Report Viewer. See page 15 for information about the Report Viewer. Custom Reports Links and Tool Bar The Open Report and New Report links near the top of the Custom Reports page will open the Report Specifications Listing page (Open Report see page 6) or the Custom Reports Step One: Media page (New Report see page 8). The Report Toolbar has four tools: Run, Save, Save As, and Spec. The Run tool will execute your report without your having to go through the entire six-step process. This is the same as the Run Report button on the Report Summary page. This will open the Report Viewer page, see page 15. The Save tool will open the Save Report Specification page which allows you to name the report (if it doesn’t already have a name) and select if you want it to be public or private. Clicking on the Save button places it on the My Reports page. See page 4 for information about the My Reports page. Save As also opens the Save Report Specification page. This allows you to save an existing report setup under a new name. Spec. will open the Report Specification window. This lists the criteria used to set up the report. See page 4 for information about the Report Specification window. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 7 Step One: Media When the Custom Reports page is opened the first step (Media) is displayed. Use this page to select the media you want to include in the report. The media types included in the database are listed in the Available Media box on the left. Using the Select arrow buttons you may highlight your selections and move them into the Selected Media box. The Remove arrow buttons may be used to move selections from the Selected Media box back to the Available Media box. Once you have media in the Selected Media box you may change the order in which they are displayed by highlighting an item and, using the arrow icons on the right side of the box, move it up or down the list. Also, you may arrange the items alphabetically from A-Z or Z-A. You may create a group by highlighting the items you want in your group and click the Create Group button. You will be prompted to name the group. The Display Dayparts and Show Groups selections below the Available Media box are used to display more choices. Clicking on the checkbox next to the Display Dayparts selection will insert the various time selections for the different media (e.g., Early AM, Daytime, etc.). These items may be selected in the same manner as the main media types. The Show Groups selection will open an Available Groups box. If any groups have been created they will be displayed in this box. A group may be added to the Selected Media box by highlighting the group and clicking on the Add Group button. When you have finished making your selections click on the Next link near the top or bottom of the page. This will take you to the next step. Step Two: Time Period The second step in the report creating process involves selecting the time period of the report. The Time Period Single page allows you to select the type of time period (Calendar or October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 8 Broadcast) and the time period (from a drop-down menu with four selections: Current Month, Current Quarter, Current Year to Date, and Specify Time Period). When the Specify Time Period selection is chosen the date range boxes become active and you may then set up the dates you need. The bottom of the page has a check box for selecting the option of displaying the latest period through which all media are available. You must de-select this option if you do not want to use it. The Show Data Availability button will open the Data Availability window, which has the same list as the Data Availability page (opened when the Availability tool in the header is selected). See page 4 for information about the Data Availability page. The Select Multiple Time Periods button on the right side of the page will open the Time Period Selections - Multiple display. This page allows you to set up more than one time period. The Time Period setting from the first page is listed in the Time Periods box. As you create additional time periods you may add them to the Time Periods box by clicking on the Add arrow. This page has two tabs: Static and Dynamic. The criteria selections are similar on each tab. The finished criterion is then moved to the Time Periods box. When you have finished setting up your time period click on the Next link. This will take you to the next step, Product Set. Step Three: Product Set The third step in setting up your report is on the Product Set Search and Select page. This page is used to identify the products you want to include in your report. You may develop a product list using two different methods. The items finally entered into the Selected box using either method will be used to create your report. Click on the Next link to go to the fourth step, see page 14. First Method The first method uses the Search box drop-down menu to select All Categories or All Products or specific categories or products. Then use the Where box menu to select where to search (First Word or Any Word). Then enter a search term into the blank box. Click on the Search button when you have made your selections. The search results vary depending on the selection you make in the Search box menu. The results of this search are displayed in a table below the search boxes. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 9 All Categories Selection If you selected All Categories in the Search box menu the table will have six tabs, each showing different levels of categories. The tabs are: Global Product Groups, Industries, Majors, Categories, Subcategories, and Microcategories. Note: Tabs with zero items will not be displayed. The Categories tab is displayed when the table is first opened. Each tab has a number in parentheses indicating the number of items in that tab’s list. Items are selected off these lists by clicking on an item so that it is highlighted. More than one item at a time may be selected by holding the Ctrl key while clicking on items. When you have made your selections click on the arrow button to move the items to the Selected Items box. You may move all the items in the open tab to the Selected Items box by clicking on the double arrow button. If you move items from different tabs into the Selected Items box new tabs will be created correlating to the tabs in the top section. The E button allows you to select items to be excluded from the selection of items to move into the Selected Items box. The Drill button and drop-down menu arrow button allow you to open lower levels of the item you select. Highlight an item in the list and click on the Drill button. This will open the Drill to Options window. Select the level you want to drill down to. You also may enter a new search term and select a date range. Once you select a level the search will be made and the results will be listed in the top section, replacing the original list. The Drill arrow button will open a menu with similar levels listed. Select the one you want and that level will be listed in the top section, replacing the original list. The Info button will open an information window for the selected item. Highlight an item in the list and click on the Info button to display the window. You may create a special group from selected items by using the Group feature. Highlight the items you wish to have in a group and click on the Group button. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 10 This will open the Create Group window. This window lists the items you had selected and allows you to change the order in which they are listed, name the group and determine if the group is public or private. You also may add these items to an existing group by checking the Add to Existing Group check box. Click on the Save button when you are finished making your selections. Your new group will be added to the Selected box and will also be listed in the Select Groups button list (see page 12). Click on the Next link to go to the fourth step, see page 14. All Products Selection If you selected All Products in the Search box menu the table will have six tabs, each showing different levels of products. The tabs are: Ultimate Owners, Parents, Subsidiaries, Advertisers, Brands, and Products. The Products tab is displayed when the table is first opened. Each tab has a number in parentheses indicating the number of items in that tab’s list. Items are selected off these lists by clicking on an item so that it is highlighted. More than one item at a time may be selected by holding the Ctrl key while clicking on items. When you have made your selections click on the arrow button to move the items to the Selected box. You may move all the items in the open tab to the Selected box by clicking on the double arrow button. If you move items from different tabs into the Selected box new tabs will be created correlating to the tabs in the top section. The buttons and other controls along the lower edge perform similarly as those described in the All Categories section (see page 10). Categories Selections The Categories section of the Search box menu has six selections: Global Product Groups, Industries, Majors, Categories, Subcategories, and Microcategories. A search using one of these selections will produce a list of items similar to those described in the All Categories section of this guide. Each display will be specific to the selected topic. See page 10 for information about the All Categories section. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 11 Products Selections The Products section of the Search box menu has six selections: Ultimate Owners, Parents, Subsidiaries, Advertisers, Brands, and Products. A search using one of these selections will produce a list of items similar to those described in the All Categories section of this guide. Each display will be specific to the selected topic. See page 10 for information about the All Categories section. Second Method The second method uses the Show All box and its drop-down menu and the Select Groups button and drop-down menu. These buttons and arrows are tied in with the Search box selections. For All Categories and the Categories selections (Global Product Groups, Industries, Majors, Categories, Subcategories, and Microcategories) the Show All button is active. For the All Products selection and most of the Products selections (Ultimate Owners, Parents, Subsidiaries, Advertisers, Brands, and Products) the Show All button is grayed out and cannot be used. For those selections where the Show All button is active, clicking on the Show All button will display all the items from the selected category. See page 10 for information on the display area. When the Show All button is grayed out, you may use the drop-down menu to select the topic to display. There are seven selections on the menu: Global Product Groups, Industries, Majors, Categories, Subcategories, Microcategories, and All Categories. Selecting one of these will cause the selected items to be displayed. See page 10 for information on the display area. The Select Group button is grayed out much of the time until a topic is selected that has had a group saved in it. When the button is active, clicking on it will open the Select Group window. You may select a group to use from the list. Once a group is highlighted, click on the Add Contents or Add Group button (Add Contents places the items in the group into the Selected box individually while the Add Group button will place the group into the selected box) to add the items to the Selected box. The Select Groups drop-down menu has eight selections: Categories, Subcategories, Microcategories, Parents, Subsidiaries, Advertisers, Brands and Products. Clicking on one of these selections will open the Select Group window. Once the Selected box is populated click on the Next link to go to the fourth step in creating your report. See page 14. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 12 The Product Set Search and Select page has a tool bar with six selections: Open Set, Save Set, Save As Set, New Set, View Set, and Open Help. The Open Set selection will display the Open Product Set window. Any saved sets are listed in this window. Each line has icons that allow you to View the set, Open the set, Edit the set or Delete the set. Opening a set will replace any items in the Selected box that may have been previously selected. Save Set will open the Save Product Set window. You have the option to name the set and select whether it is Private or Public access. Click on the Save button when finished. Save As Set will open the Save Product Set As window, which is similar to the Save Product Set window. The Save Product Set As window allows you to save an existing set under a new name. The New Set selection will open the Step Three: Product Set page where you may select products to create a new set. View Set will open the Product Set Contents window. This window gives you information about any set that may be displayed. Open Help will open the Product Set Help window. This window has three selections that will display some help pages to assist in the use of the product page. Once you have finished setting up your list of products, click on the Next link to take you to step four in setting up your report. See page 14. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 13 Step Four: Report Format The fourth step in the report creating process is the Report Format page. The page is divided into three sections of formatting selections. The page top matter indicates your selections from the previous pages. The sections allow you to select how you want your report to break out the data, what unit measures to use, and what data should be ranked. When you have finished setting up your report format click on the Next link to take you to the next step. Step Five: Report Options The fifth step in the report creating process is the Report Options page. This page is in three sections and allows you to select row and column options, number format options and print options. The print options section has entries for you to make headers and footers and to display the title of the report. When you have finished making your selections click on the Next link to go to the next step. Step Six: Report Summary The sixth and last step in building your report is the Report Summary page. This page gives you a display of the various criteria and selections you have made in creating the report. After reviewing the summary you may start the report creation process by clicking on the Run Report link. This will open the Report Viewer page (see page 15). October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 14 Report Viewer Clicking on the Run Report link after setting up your custom report will open the Report Viewer page, under the Report Viewer topic in the menu column. This page lists all the reports in AdSpender. These are reports that have been created by database users. The Report Viewer page lists the reports in a table. The current report is listed at the top of the list. In the picture at right the newest report’s status is listed as “submitted”. It will stay this way until you click on the Refresh Listing link above the table. Note: You must refresh the listing in order to have your new report fully listed in the Report Viewer table. Once your report’s listing is complete there will be some icons in the View, Delete, and Create columns. Not all icons may be available for all reports. The icons are: Spec, PDF, Spreadsheet, ASCII, Delete, Private to Public, Public to Private, Quick Group, and Group or Set. The Spec icon will open the Output Report Specification window. This window displays information similar to the Report Summary page. This window gives you a display of the various criteria and selections you have made in creating the report. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 15 Selecting PDF will open the report using Adobe Reader. Please note that this report is auto formatted. So, if there are a large number of columns the pagination will be the same as Excel when the number of columns exceeds the page width. Pages will run down the columns until all the rows are finished, then will run down the next page width of columns until all the rows are finished. It will continue this until all the columns are finished. If you do not expect this format you may become confused because the data will appear to be jumbled. If you want to control how your report is displayed export the report using the Export icons. The Spreadsheet icon will export your report into Excel. You then have all the editing options of that program available. The ASCII icon (when present) will export the report using the ASCII format. Clicking on Delete will open a window asking you if you really want to delete the selected report. Click on OK to continue. The Private to Public and Public to Private icons will convert the report from one status to the other. These selections are not always available. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 16 In the Create column, the Quick Group icon will open the Create Quick Group page. This window lists the items included in the current report. It allows you to change the order in which they are listed, name the group and determine if the group is public or private. You also may add these items to an existing group by checking the Add to Existing Group check box. Click on the Save button when you are finished making your selections. Your new group will be listed in the Select Groups button list (see page 12). The Group or Set icon will open the Product Set Search and Select page under Maintenance in the menu column. This page is similar to and operates in a similar manner as the Product Set Search and Select page in the Step Three: Product Set part of the Custom Report set up. Items are selected off this list by clicking on an item so that it is highlighted. More than one item at a time may be selected by holding the Ctrl key while clicking on items. When you have made your selections click on the arrow button to move the items to the Selected Items box. You may move all the items in the open tab to the Selected box by clicking on the double arrow button. The E button allows you to select items to be excluded from the selection of items to move into the Selected Items box. The Info button will open an information window for the selected item. Highlight an item in the list and click on the Info button to display the window. You may create a special group from selected items by using the Group feature. Highlight the items you wish to have in a group and click on the Group button. See page 11 for information about the Group button. Once you have moved items into the Selected box, click on the Group button in the Selected box to create a group from these items. See page 11 for information about the Group button. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 17 Maintenance Clicking on the Maintenance topic in the menu column will open the Maintenance page. This page has two links, and two selections for the same locations under the Maintenance topic. These are Groups and Product Sets. Groups The Groups link or menu selection will open the Group Listing page. This page lists the available groups. Each group has four icons that allow you to perform some tasks on the group. These icons are: View Contents, Open, Rename, and Delete. The Delete icon will open a window asking if you really want to delete the group. Click on the OK button to finish the deletion. The Rename icon will open a new section of the page with boxes that allow you to enter a new name and an abbreviation. Click on the Save button to make your changes permanent. The View Contents icon will open a Group Information window with a brief listing of the group and its contents. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 18 The Open icon will open the Create/Edit Group page. The left part of the page lists all the items available for that type of group (Subcategory, Category, Advertiser, etc.). The contents of the group is listed in the Selected box. You have the option to add or remove items from the group and then save or open the group for use. This page is similar to and operates in a similar manner as the Product Set Search and Select page. See page 10 for information about the operation of this page. The Group Listing page also has a function that you may use to create a new group. The Select Group Type box has a menu with the types of groups listed. Select the type you want and click on the Create Group button. This will open the Create/Edit Group page. The Selected box is empty and you may set up the group you want. This page is similar to and operates in a similar manner as the Product Set Search and Select page. See page 10 for information about the operation of this page. The Group Listing page has two boxes, the Access and Type boxes, with menus that you may use to change the groups being displayed. Click on the selection you want and the list will automatically change to display only the selected items. If the list of groups is very long, you may use the search feature to narrow the list according to a search term you enter. October 2013 Ad$pender User’s Guide McLeod Business Library, Mason School of Business Page 19 Product Sets The Product Sets link or menu selection will open the Product Sets Listing page. This page lists all saved product sets. Each product set has four icons that allow you to perform some tasks on the set. These icons are: View Contents, Open, Rename, and Delete. The Delete icon will open a window asking if you really want to delete the product set. Click on the OK button to finish the deletion. The Rename icon will open a new section of the page with a box that allows you to enter a new name. Click on the Save button to make your changes permanent. The View Contents icon will open a Product Sets Information window with a brief listing of the set and its contents. The Open icon will open the Product Set Search and Select page. See page 9 for information about the operation of this page. The Product Sets Listing page also has a function that you may use to create a new product set. Click on the Create New Product Set link near the top of the list. This will open the Product Set Search and Select page. See page 9 for information about this page. The Product Sets Listing page has a box, the Access box, with a menu that you may use to change the product sets being displayed. Click on the selection you want and the list will automatically change to display only the selected items. If the list of sets is very long, you may use the search feature to narrow the list according to a search term you enter. 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