Add Calculated Metric Cards in Usage Analytics Dashboards

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 calculated metric cards to dashboards to quickly overview the importance of a metric value in your organization. For example, you can use those cards to measure the ratio of visits on your customer support website with at least one user query to the total number of visits.

Add Calculated Metric 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 Usage Analytics Dashboards).

  2. Create the Metric or Visit Metric cards that you want to use in the calculation, if not already done.

    You want to know the ratio of clicks made daily by New-York users compared to the total click event count so you create the two following metric cards.

    2MetricCards

    Since calculated metric cards use either two existing metric card values or a number and a metric card value in their calculations, a metric card is required in the dashboard tab in which you want to add a calculated metric card.

  3. 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 an Analytics Dashboard Element).

  4. In the Add a Card dialog:

    1. Select Calculated metric.

      • You can multiply the number of cases deflected by the average cost to resolve a case.

      • You can divide the number of clicks in a city by the total click event count.

        CalculatedMetricEx2

    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 Calculated metric.

      Ratio of Clicks in New-york to the Total Number of Clicks

    3. After clicking the First metric card value or number drop-down:

      1. Click the Entry type drop-down menu, and then select whether you want to use a Metric card value or a Number as your first equation variable.

      2. Depending on your Entry Type selection:

        • When you select Metric card value, click the Metric card drop-down menu, and then select one available metric card of the current report tab.

          A metric card can only be used in one calculated metric card.

        • When you select Number, in the Number box, enter a round number (other than 0) or a decimal.

    4. Click Apply.

    5. Click the Operator drop-down menu, and then select one equation operator between the available options:

      • + (addition)

      • - (subtraction)

      • ÷ (division)

      • x (multiplication)

    6. In the Second metric card value or number drop-down menu, select or enter another equation variable as you did in step b.

      You must select at least one metric card value as one equation variable.

    7. Under Value formatting, choose how the card value is formatted by selecting one of the following options:

      • By default, no formatting is applied to the calculated metric value.

      • The rule used to format the card value {value} appears between parentheses following the option name.

      • None {value}

      • Currency ${value}

      • Percentage {100*value}%

      • Custom

        When selecting Custom, enter the Rule used to format the calculated metric value in the following form:

        Value must be placed between braces ({}), but parts between square brackets ([]) are optional.

        [s]{[n*]value[.n]}[s]

        where you replace [s] with any string and [n] by a number. The second [n] specifies the number of decimals.

        You want to display the cost to manage a support case, so you enter the following rule:

        ${value}/case

        In the report, the card value looks like the following:

        CalculatedMetricEx

    8. Click Add Card.

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

    When hovering the card, you can see the calculation that’s made to get this result.

    CalculatedMetricEx3

Required Privileges

The following table indicates the required privileges to view and edit dashboards from the Reports 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 Usage Analytics Reports and Manage 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
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