Add Trend 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 trend cards to get trends of a metric for all the values of a dimension over a certain period such as comparing the number of search events by country in the last week versus in the current week.

Add Trend 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. 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).

  3. In the Add a Card dialog:

    1. Select Trend.

      You can create a trend comparing the number of search events by country in the last week with the search event count in the current week.

      Admin-TrendExCv1

    2. In the first input, enter a meaningful Card title.

      When you leave the box empty and save the dashboard, the card title will be [Selected Metric] per [Selected Dimension].

      Search Event Count per Country

      Search Event Count per Country Trending up This Week

    3. Under Dimension and Metric, click the drop-down menu, and then select one dimension and one metric to be shown in the trend table:

      The Country dimension and the Search Event Count metrics.

      • Click the links (Search, Click, and Custom) to quickly browse dimensions and metrics by event type, and then select the one(s) of your choice (see Usage Analytics Dimensions and Usage Analytics Metrics).

        OR

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

    4. In the Advanced Settings section:

      • (Optional) Click Add-Filter, and then create one or more dimension and/or metrics filters (see Add Dimension and Metric Filters in Usage Analytics Cards).

      • In the Value destination link and Header destination link boxes, set destination links when clicking table values or title (see Set Destination Links On Card Title and Values).

      • (Optional) Select the following options: Column header, Row count column and Metric value.

        • When you select the Column header option, the selected dimension and metric names appear in the table header.

        • When you select the Row count column option:

          • (if the Column header option is selected) the number of different results appears in parentheses next to the dimension name, for the selected date interval and filters.

            Admin-RowCountColumnOptionCv1

          • (if the Column header option isn’t selected), the row number appears next to the dimension value.

        • When you select the Metric value option, a column in the trend table is added to display the values of the selected metric for the specified period.

      • Under Trend to display, select the change to be displayed in value (Delta type) or % (Percent type).

      • Select how the trend values or % are sorted in the table by clicking the Sort by drop-down menu, and then selecting one of the following options: Metric value, Change %, or Change absolute %.

        • When you select the Metric Value, the value of the metric for the selected period is used to sort.

        • When you select the Change %, the change in value or % between the compared periods is used to sort.

        • When you select the Change absolute %, the negative sign of value or % change between the compared periods is ignored when sorting.

          For example, a % change of –20% is considered a % change of 20%.

      • Select the Sort direction to be Ascending or Descending.

        When you sort by absolute change, this option has no specific effect on values that were originally below 0.

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

      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 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 article(s) and therefore fill the content gap.

      • 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.

      In the trend table, relevance metrics (Relevance Index, Average Click Rank, and Click-Through) values (if any) have a color that represents if the value is good (green), neutral (black), or bad (red) depending on predefined thresholds (see Review and Manage Explorers).

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

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 trend cards

Analytics - Analytics data

Analytics - Dimensions

Analytics - Reports

View
Edit trend cards

Analytics - Analytics data

Analytics - Dimensions

View

Analytics - Reports

Edit
Analytics - Administrate Allowed
Recommended Articles