Add map 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 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).

Map card showing click event count by country | Coveo Analytics
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:

    5. Click Add card.

  4. 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.

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 card, you can:

    • Zoom in or 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).

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