Add map cards

This is for:

Business Analyst System Administrator

Usage analytics dashboards offer many ways to review the data collected by Coveo Usage Analytics (Coveo UA). You can add map cards to dashboards to know the portrait of your users, such as user distribution world-wide, and review which countries have issues with adoption (for example, low search event count) or search relevance (for example, low clickthrough).

Admin-AddMapCard example
Note

The geo-mapping is done using the source IP address of the event performed by the users.

Add a map 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.

  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, under Graphs:

    1. Select Map.

    2. In the first input, enter a meaningful Card title, for example, Visits With Clickthrough Lower Than 25%.

      Note

      When you leave the box empty and save the dashboard, the card title will be [Selected Metric] per Country (for example, Device Category per Country).

    3. Under Metric, click the dropdown menu, and then select one metric to show its values on a world map (for example, Visit Count).

    4. (Optional) In the Advanced Settings section:

      • Click filter-add-2, and then create one or more dimension filters (for example, Search Event Clickthrough (%) < 25).

      • When you report on a custom event and on a search or click event (you added a filter or selected a related metric) at the same time, or on an all event category metric or dimension (for example, Unique User IP and Browser), choose to Create a relation using the Last search or the Visit between the event categories.

        Tip

        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.

        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.

        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.

        For example, when one of your clients creates a case (caseCreate), they may have 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.
        Notes

        • Custom data can only be leveraged when using the 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.

        • 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.

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

Review map card content

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

  2. For every map cards, you can:

    • Hover over the card, and then click Zoom-Out or Zoom-In to zoom in or zoom out.

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

    • Filter the report by only keeping the data of a country by clicking a country in the map card.

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

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