Add metric time series cards

This is for:

Business Analyst System Administrator

Usage analytics dashboards offer many ways to review the data collected by Coveo Usage Analytics (Coveo UA)(see Review and manage dashboards).

You can, among other things, add metric time series cards to dashboards to quickly evaluate values of metrics over a certain period such as the number of cases created by customers over the past few days.

Add metric time series cards in usage analytics dashboards

  1. In an existing dashboard, access Edit mode by clicking Edit in the upper-right corner.

    In a new dashboard, the report is in Edit mode by default (see Add dashboards).

  2. In a section, click Add card to section to access the Add a Card dialog.

    You can also duplicate an existing card with Duplicate, and then only modify what needs to be different (see Duplicate a Dashboard Element).

  3. In the Add a Card dialog:

    1. Select Metric Time Series.

      You can create a time series that presents the number of cases that were deflected over the past few days.

      Admin-GraphCardcCv1_800x211

    2. In the first input, enter a meaningful Card title.

      When you leave the input empty and save the dashboard, the card title will be Metric Time series.

      Cases Deflected Over the Past Six Days

    3. Under Metrics, click the dropdown menu, and then select at least one metric to be shown in the metric box:

      Custom Event Count

      • Click the links (Search, Click, and Custom) to quickly browse metrics by event type, and then select the one(s) of your choice (see Metrics).

        OR

      • Click All, and then use the Filter box to find and select the metric(s) of your choice.

      You can add up to five metrics per graph.

    4. (Optional) In the Advanced Settings section:

      • Click Add-Filter, and then create one or more dimension filters (see Add Dimension and Metric Filters in Cards).

        Event Value is caseCreate

      • When you want to see trend data relative to the previous equivalent period as the one that’s currently selected, select the Display trend data option.

        The trend value appears next to the metric value as a percentage with an up or a down arrow respectively indicating an increasing or a decreasing trend.

        Admin-UATrendValue1Cv1

        The option is turned off by default, because calculating the trends increases the dashboard complexity and slows down the dashboard generation. Enable this option when you find the trend information useful.

      • When you want to see metric values on top of every time series points, select the Display metric data option.

        Admin-DisplayMetricDataCv1

      • Under Data display, select the time series to be shown using Line or Bar charts.

      • When you report on a custom event and on a search or click event (you added a filter or selected a metric related) at the same time, or on an all event category metric or dimension (for example, Unique User IP and Browser), choose to Create a relation using the Last search or the Visit between the event categories.

      We recommend that you select Last search in situations where the last query performed by the user is the reason why they did the custom event.

      For example, in Salesforce, when agents attached a result to a case (caseAttach), the last query they made gave them the results they used to do the custom event.

      On the other hand, we recommend that you select Visit in situations where all the queries performed by the user during the visit didn’t resolved their matter.

      For example, when one of your clients creates a case (caseCreate), they, more often than not, tried to get the information they needed by querying on the subject of their matter before doing the custom event. You can then use these queries to create knowledge base article(s) and therefore fill the content gap.

      • The Create a relation using parameter has no effect when you report only on search and click events.

      • Last search links each custom event to the query immediately preceding (if any) and Visit links each custom event to all queries performed during the user visit in which the custom event happened.

    5. Click Add Card.

      Relevance metrics (Average Click Rank, Search Event Clickthrough, and Relevance Index) values (if any) have a color that represents if the value is good (green), neutral (black), or poor (red) depending on predefined thresholds.

  4. If you selected the Custom Event Count metric, back on the dashboard, click the metric name and edit it to better match the related custom event.

    Cases Deflected

  5. Back on the dashboard, click Save in the upper-right corner.

Required privileges

The following table indicates the required privileges to view and edit dashboards from the Reports (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges and Privilege reference).

Access to dashboards or part of their content may be further restricted as a function of the member (see Manage access to reports and Manage permission filters).

Action Service - Domain Required access level
View dashboards

Analytics - Analytics data

Analytics - Dimensions

Analytics - Reports

Organization - Organization

 View
Edit dashboards

Analytics - Analytics data

Analytics - Dimensions

Organization - Organization

 View
Analytics - Reports Edit
Analytics - Administrate Allowed