Add dimension time series cards

This is for:

System Administrator Business Analyst

Coveo Analytics dashboards offer many ways to review the data collected by Coveo Analytics.

You can, among other things, add dimension time series cards to dashboards to quickly evaluate values of dimensions over a certain period such as the number of clicks by countries over the past few months.

Add dimension time series cards in dashboards

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

    Note

    In a new dashboard, the report is in Edit mode by default.

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

    Tip

    You can also duplicate an existing card with copy16px, and then only modify what needs to be different.

  3. In the Add a card dialog:

    1. Select Dimension time series.

      Example

      You can create a dimension time series that presents the number of queries per country over the past few months.

      Dimension time series card | Coveo

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

      Note

      When you leave the input empty and save the dashboard, the card title will be [Selected Metric] per [Selected Dimension].
      Example

      Click Event Count per Country Over the Past 6 Months

    3. Under Show the evolution over time:

      1. In the first dropdown menu, use the Filter box to find and select the metric to be shown in the time series.

        Example

        Click Event Count

      2. In the second dropdown menu, use the Filter box to find and select the dimension for which the values will be shown in the time series and in the dimension box.

        Note

        You can review the evolution of the five most popular dimension values based on the selected metric per graph.
        Example

        Country

    4. Under Create a relation using, select Last search or Visit (see Create a relation using custom events).

      Note

      Custom data can only be leveraged when using the Coveo UA Protocol. If your Coveo implementation uses the Event Protocol, custom event types shouldn’t be added to a report since they won’t function as expected.

    5. (Optional) In the Advanced settings section:

      • Click filter-add-2, and then create one or more dimension filters.

        Example

        Country is not India

      • In the Header destination link input, set a destination link when clicking the card title.

      • Under Graph display option, when you want to see metric values on top of every time series points, select the Show metric option.

        Line graph showing metric data | Coveo

      • Under Legend display options, modify the default settings:

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

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

          Trend value in dimension time series card | Coveo

          When hovering the trend icon, you see the metric value (total) for the current period and previous equivalent period.

          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 don’t want to see the average average and peak peak of each dimension value based on the selected interval (hour, day, week, or month) and for the selected period, clear the Show average and Show peak checkboxes.

          Example

          The highest number of clicks during a day last week.

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

    6. Click Add card.

  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.

    Example

    Cases Deflected

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

Create a relation using custom events

Most report cards have a Create a relation using setting in their Advanced settings section. You must select a value for it when you report on a custom event together with a search or click event (for example, by adding a filter or selecting a related dimension or metric), or on a dimension or metric common to all event categories (for example, Unique User IP and Browser).

  • Select Last search to link each custom event to the query immediately preceding it (if any). This is useful 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 to link each custom event to all queries performed during the user visit in which the event happened. This is useful 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.

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

View

Dimensions

View

Reports

View

Organization

Organization

View

Edit dashboards

Analytics

Administrate

Allowed

Analytics data

View

Dimensions

View

Reports

Edit

Organization

Organization

View