Adding Table Cards in Usage Analytics Dashboards

Usage analytics dashboards offer numerous ways to review the data collected by Coveo Usage Analytics (Coveo UA)(see Reviewing and Managing Dashboards).

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 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 Creating Usage Analytics 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 the Duplicate icon Duplicate-Elements-Icon, and then only modify what needs to be different (see Duplicating an Analytics Dashboard Element).

  3. In the Add a Card dialog:

    1. Select Table.

      You can create a table that presents the top items viewed during visits that resulted in a case deflection.

      Admin-TableCardCv1

      By creating content that answers these queries, you can significantly improve the case deflection trend inside your organization (see Use Case: Creating a Dashboard Linking to the Visit Browser).

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

      When you leave the box empty and save the dashboard, the card title will be Table.

      Top Items Viewed During Visits That Resulted in a Case Deflection

    3. Under Dimensions and Metrics, click the drop-down menu, and then select at least one dimension and one metric to be shown in the table:

      The User Query dimension and the Search Event Count metrics.

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

        OR

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

    4. (Optional) In the Advanced Settings section:

      • Click Add filter Filter-Addition-Icon, and then create one or more dimension and/or metric filters (see Adding Dimension and Metric Filters in Usage Analytics Cards).

        • 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 when clicking table values or title (see Setting Destination Links On Card Title and Values).

      • Select the following options: Column header and Row count column.

        • 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.

            Admin-RowCountColumnOptionCv1

          • (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 (e.g., 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.

      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.

      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 thus 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.

      In the table, relevance metrics (Relevance Index, Average Click Rank, and Click-Through) values (if any) have a color that represents if the value is good (green), neutral (black), or bad (red) depending on predefined thresholds (see Reviewing and Managing Usage Analytics Explorers).

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

Required Privileges

The following table indicates the required privileges to view and edit dashboards from the Reports page and associated panels (see Privilege Management and Privilege Reference).

Access to dashboards or part of their content may be further restricted as a function of the member (see Managing Access to Usage Analytics Reports and Adding and Managing Permission Filters).

Action Service - Domain Required access level
View dashboard

Analytics - Analytics data

Analytics - Dimensions

Analytics - Reports

View
Edit dashboard

Analytics - Analytics data

Analytics - Dimensions

View

Analytics - Reports

Edit
Analytics - Administrate Allowed
Recommended Articles