Add calculated metric cards

This is for:

Business Analyst System Administrator

usage analytics (UA) dashboards offer many ways to review the data collected by Coveo Usage Analytics (Coveo UA).

You can, among other things, add calculated metric cards to dashboards to review the importance of a metric value in your organization. For example, you can use a calculated metric card 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.

    Note

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

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

    Example

    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.

    Admin-2MetricCards
    Note

    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.

    Note

    You can also click Duplicate to duplicate an existing card, and then only modify what’s required.

  4. In the Add a Card dialog:

    1. Select Calculated metric.

      Examples

      • 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 (e.g., Ratio of Clicks in New-york to the Total Number of Clicks).

      Note

      If you leave the input empty and save the dashboard, the card title will be Calculated metric.

    3. After clicking the First metric card value or number dropdown menu:

      1. Click the Entry type dropdown 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 dropdown menu, and then select one available metric card of the current report tab.

          Note

          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 dropdown 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 dropdown menu, select or enter another equation variable as you did previously.

      Note

      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:

      Notes

      • 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:

        Note

        Value must be placed between braces ({}), but parts between square brackets ([]) are optional (e.g., [s]{[n*]value[.n]}[s], where you replace [s] with any string, [n] by a number, and the second [n] specifies the number of decimals).

        For example, 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 over 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 (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges and Privilege reference).

Note

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
Analytics - Dimensions
Analytics - Reports
Organization - Organization

View

Edit dashboards

Analytics - Analytics data
Analytics - Dimensions
Organization - Organization

View

Analytics - Reports

Edit

Analytics - Administrate

Allowed