Add packed bubble chart cards

This is for:

System Administrator Business Analyst

Coveo Analytics dashboards offer many ways to review the data collected by Coveo Analytics. You can add packed bubble chart cards to dashboards to visualize the significance of different dimension values based on a chosen metric.

For example, you can create a packed bubble chart card representing the number of visits per device category.

Packed bubble chart showing unique visits per device category | Coveo

Add a packed bubble chart card to a dashboard

  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 (see Add dashboards).

  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 Packed bubble chart.

    2. 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 [Selected Metric] per [Selected Dimension] (for example, Device Category per Unique Visits).

    3. Under Dimension and Metric, click the dropdown menu, and then select a dimension and a metric to be shown in the table by doing one of the following:

      • Click the links (Search, Click, and Custom) to quickly browse dimensions and metrics by event category, and then select the ones of your choice (see Dimensions and Metrics).

      • Click All, and then use the Filter box to find and select the dimensions and metrics of your choice.

        Notes

        • The selected metric determines the size of the bubbles.

        • For better results, select a dimension that has many values (for example, Country, Browser, Document Title).

    4. (Optional) In the Advanced settings section:

      • Click filter-add-2, and then create one or more dimension filters, (for example Device Category is not blank or n/a).

      • 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. Click Add card.

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

Notes

  • The card is limited to 16 bubbles including the Other bubble.

  • When the selected dimension has more than 15 values, only the 15 dimension values with the highest or lowest metric value (depending on the filters) and one bubble labeled Other appear on the card.

  • The Other bubble represents the average metric value for the rest of non-displayed dimension values.

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.

Review packed bubble chart card content

  1. On the Reports (platform-ca | platform-eu | platform-au) page, click the report containing the packed bubble chart cards you want to review, and then click Open in the Action bar.

  2. For every packed bubble chart cards, you can:

    • See the metric count for each country and the percentage that this count represents on the metric total count by hovering over a circle of the packed bubble chart card.

    • Filter the report by only keeping the data of a country by clicking a country in the packed bubble chart card.

    • Add or remove a dimension value from the packed bubble chart by hovering over a value in the chart legend and then clicking Hide/Show.

    • Highlight the part of the packed bubble chart representing a dimension value by hovering over a value in the chart legend.

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