--- title: Add table cards slug: '1540' canonical_url: https://docs.coveo.com/en/1540/ collection: coveo-analytics source_format: adoc --- # Add table cards [dashboards](https://docs.coveo.com/en/256/) offer many ways to review the data collected by [Coveo Analytics](https://docs.coveo.com/en/182/) (see [Review and manage dashboards](https://docs.coveo.com/en/1542/)). You can, among other things, add table cards to dashboards to quickly list dimension values such as the queries that lead to the creation of a support case. ## Add table cards in dashboards . In an existing dashboard, access Edit mode by clicking **Edit** in the upper-right corner. > **Note** > > In a [new dashboard](https://docs.coveo.com/en/1631/), the report is in Edit mode by default. . In a section, click **Add card to section** to access the **Add a Card** dialog. > **Note** > > You can also [duplicate](https://docs.coveo.com/en/1804/) an existing card with the [copy16px] icon, and then only modify what needs to be different. . In the **Add a Card** dialog: .. Select **Table**. **Example** You can create a table that presents the top items viewed during visits that resulted in a case deflection. ![Table showing top documents viewed during case deflection visits | Coveo](https://docs.coveo.com/en/assets/images/coveo-analytics/table-card-with-top-items-for-case-deflection.png) By creating content that answers these queries, you can significantly [improve the case deflection trend inside your organization](https://docs.coveo.com/en/1939/). .. In the first input, enter a meaningful **Card title**. > **Note** > > When you leave the box empty and save the dashboard, the card title will be **Table** (for example, `Top Items Viewed During Visits That Resulted in a Case Deflection`). .. Under **Dimensions** and **Metrics**, click the dropdown menu, and then do one of the following: *** Click the links (**Search**, **Click**, and **Custom**) to quickly browse [dimensions](https://docs.coveo.com/en/1904/) and [metrics](https://docs.coveo.com/en/2041/) by event type, and then select the ones of your choice. > **Important** > > Custom data can only be leveraged when using the UA Protocol. > If you're using the [Event Protocol](https://docs.coveo.com/en/o3r90189/), keep in mind that custom fields have been replaced by predefined events and dimensions. > To learn more about the available protocols, see [Track usage analytics](https://docs.coveo.com/en/ncd90215/). *** Click **All**, and then use the **Filter** box to find and select the dimensions and metrics of your choice. .. (Optional) In the **Advanced Settings** section: *** Click icon:filter-add-2[alt=filter-add-2,width=16], and then create one or more [dimension and/or metric filters](https://docs.coveo.com/en/2050/). **Examples** * `Custom Event Value is caseCreate` * `User Query is not blank or n/a` * `City is Seattle` *** In the **Value Destination Link** and **Header Destination Link** boxes, [set destination links](https://docs.coveo.com/en/1794/) when clicking table values or title . *** Select the following options: **Column header** and **Row count column**. > **Notes** > > * When you select the **Column header** option, the selected dimensions and metrics names appear in the table header. > > * When you select the **Row count column** option: > > ** (if the **Column header** option is selected) the number of different results appears in parentheses next to the dimension name, for the selected date interval and filters. > > ![Row count column option highlighted in admin interface | Coveo](:https://docs.coveo.com/en/assets/images/coveo-analytics/table-card-section-with-row-count.png) > > ** (if the **Column header** option isn't selected), the row number appears next to the dimension value. *** Select the **Sort direction** to be **Ascending** or **Descending**. *** When you report on a custom event and on a search or click event (you added a filter or selected a dimension or 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. > **Notes** > > * Select **Last search** in situations where the last query performed by the user is the reason for 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. > > * Select **Visit** in situations where none of the queries performed by the user during the visit 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 articles 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. .. Click **Add Card**. > **Note** > > Relevance metrics ([Average Click Rank](https://docs.coveo.com/en/2836/), [Search Event Clickthrough](https://docs.coveo.com/en/2837/), and [Relevance Index](https://docs.coveo.com/en/2838/)) values (if any) have a color that represents if the value is good (green), neutral (black), or poor (red) depending on predefined thresholds. > > The predefined thresholds for each metric are the following: > > * **Average Click Rank**: 1-3 = good (green), 3-6 = neutral (black), and > 6 = poor (red) > > * **Search Event Clickthrough**: > 60% = good (green), 40-60% = neutral (black), and < 40% = poor (red) > > * **Relevance Index**: > 0.7 = good (green), 0.5-0.7 = neutral (black), and < 0.5 = poor (red) > > For example: > > ![Metric value colors in metric card | Coveo](:https://docs.coveo.com/en/assets/images/coveo-analytics/metric-value-colors.png) . 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**](https://platform.cloud.coveo.com/admin/#/orgid/usage/reports/) ([platform-ca](https://platform-ca.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-eu](https://platform-eu.cloud.coveo.com/admin/#/orgid/usage/reports/) | [platform-au](https://platform-au.cloud.coveo.com/admin/#/orgid/usage/reports/)) page and associated panels (see [Manage privileges](https://docs.coveo.com/en/3151/) and [Privilege reference](https://docs.coveo.com/en/1707/)). Access to dashboards or part of their content may be further restricted as a function of the member (see [Manage access to reports](https://docs.coveo.com/en/1888/) and [Manage permission filters](https://docs.coveo.com/en/1917/)). [cols="3",options="header"] |=== |Action |Service - Domain |Required access level |View dashboards |Analytics - Analytics data Analytics - Dimensions Analytics - Reports Organization - Organization |View .3+|Edit dashboards |Analytics - Analytics data Analytics - Dimensions Organization - Organization |View |Analytics - Reports |Edit |Analytics - Administrate |Allowed |===