Create and manage an Analytics widget

There are four types of Analytics widgets: chart, data grid, text, and phrase cloud. Each type of widget displays the data defined in a data set. You can customize your Analytics dashboards by creating and arranging widgets to your liking.

Prerequisites

  • Your organization has either the Desktop Analytics license or the full Analytics license.
  • You have the View System Analytics permission.
  • You have created a data set (see Create and manage a data set).

Page location

Analytics > Analytics Dashboard

Procedures

Add a widget to your dashboard

  1. Display the dashboard to which you want to add a widget.
  2. Click Unlock to enable the Add Widget button, and then click Add Widget.
  3. Choose which type of widget to add.
  4. Configure the settings for your selected widget type (see Chart Settings, Data Grid Settings, Text Settings, and Phrase Cloud Settings).
  5. Click Save.

You can move and resize the widgets on your dashboard. When you move them (click and hold while the mouse pointer is positioned in the widget toolbar), red lines appear to help you align the widget you are moving with other widgets nearby. Resize widgets by clicking and dragging the lower right corner of the widget.

Each widget has a toolbar:

1—Settings. Edit the widget settings
2—CSV Export. Export the data from the widget to a CSV format file
3—Print. Print an image of the widget
4—Delete. Delete the widget
5—Full Screen. Toggles the widget between its normal size and full-screen size

Chart Settings

When you select the Chart type for a widget, you must configure the following fields in the Chart Settings dialog box.

Setting Description

Title

The name of the widget.

Hide Title

Select this check box to hide the widget title bar. The tools from the title bar are moved to the body of the widget.

Hide Background

Select this check box to remove the widget border.
Setting Description

Title

The name of the chart.

Type

The type of chart you want to appear in this widget.

  • Line charts and area charts are typically used to demonstrate how an item changed over time. Line charts display information as a series of points connected by straight line segments. Area charts display data graphically and are based on a line chart. The area between the axis and a line is emphasized with colors. It is commonly used to compare two or more quantities within a chart.
  • Bar charts are charts with rectangular bars that have lengths proportional to the data they represent. Bar charts can be plotted vertically or horizontally. Stacked bar charts are useful when you get multiple hits in one or more categories. Stacked bar charts can be used to depict trends.
  • Pie charts are circular charts divided into sectors, illustrating numerical proportion. A pie chart allows you to select two intersections of data: the series (the data you want to plot) and the value. A slice in a pie chart represents the series, and the size of a slice represents the value.

Legend

The position of the legend on the chart.

Label Step

The frequency of labels drawn on the x-axis.

EXAMPLE   1 displays a label on the x-axis for each data point. 2 displays a label on the x-axis for every other data point.

Enable Labels

Select this check box to display labels on the chart.

Show Data Point Labels

Select this check box to display data point labels in the chart.
Setting Description

Select Data Set

Choose one of the data sets you created from the drop-down list. The column headers associated with the data set are displayed.

Show All Data

Click this button to display an expanded version of the column headers.

Setting Description

X-Axis

Select the information to appear on the chart’s x-axis. The options are based on the selected data set.

Y-Axis

Select the information to appear on the chart’s y-axis. The options are based on the selected data set.

Series

The data that you want to measure on the x-axis.

NOTE   Trending data must be sorted by date. If you want to create a trending chart, choose From Date or To Date from the Series drop-down list. The trending chart will not be sorted logically if you choose Agent ID, Agent Name, Phrase, or Category.

Data Grid Settings

When you select the Data Grid type for a widget, you must configure the following fields in the Data Grid Settings dialog box.

Setting Description

Title

The name of the widget.

Hide Title

Select this check box to hide the widget title bar. The tools from the title bar are moved to the body of the widget.

Hide Background

Select this check box to remove the widget border.
Setting Description

Select Data Set

Choose one of the data sets you created from the drop-down list. The column headers associated with the data set are displayed.

Show All Data

Click this button to display an expanded version of the column headers.

This section displays the fields that appear in the Data Grid widget. The available fields depend on the selected data set. All available fields are displayed in the data grid by default. To remove a field from the data grid, click the field name. The field will be disabled. Click the field name again to enable the field, or select All to enable all fields.

Text Settings

When you select the Text type for a widget, you must configure the following fields in the Text Settings dialog box.

Setting Description

Title

The name of the widget.

Hide Title

Select this check box to hide the widget title bar. The tools from the title bar are moved to the body of the widget.

Hide Background

Select this check box to remove the widget border.

Use the text editor to create and edit the text that appears in your text widget. The text you enter can be set in bold, italic, or underlined. You cannot control the size of the text.

Phrase Cloud Settings

A phrase cloud is a visual representation of phrases. This format is useful for quickly identifying the most prominent phrases by font size and color.

Setting Description

Title

The name of the widget.

Hide Title

Select this check box to hide the widget title bar. The tools from the title bar are moved to the body of the widget.

Hide Background

Select this check box to remove the widget border.
Setting Description

Select Data Set

Choose one of the data sets you created from the drop-down list. The column headers associated with the data set are displayed.

NOTE   A phrase cloud supports any data set that has a phrase option (for example, Group by Phrase). If the phrase count data set uses Group by Category, you cannot create a phrase cloud with that data set.

Show All Data

Click this button to display an expanded version of the column headers.

Displaying widget details

The widget Details pane displays a data grid that contains the data that is the source of the graphic representation. You open the Details pane by clicking on an item or data point within the widget, or by clicking the Full Screen Toggle button in the toolbar and then the Details button at the top of the widget pane.

NOTE   A data grid widget displays the same information that the Details pane contains. You can drill down into that information just as you can in the Details pane.

The initial data grid displays general details. To view more specific details, double-click a row to drill down into the information. Breadcrumbs are added at the top left of the Details pane to help you navigate back to where you started. The Home icon brings you to the initial data grid view.

The Setting icon next to the breadcrumb trail opens a configuration window where you can select the data you want displayed in the Details pane.

Notifying users of non-approved application usage

You can send an email notifying one or more people regarding the use of a non-approved application or website. When you drill down far enough in the Details pane to show the agent detail grid containing the Application Label column, there is an email icon next to a link naming the application or website in question.

Click the Email icon to display an email form. The body of the email contains the following information:

  • A statement indicating that an unapproved application or document was used
  • The name of the agent
  • The date and time that the application was accessed
  • The names of the application and document
  • A URL to the application usage issue in Agent Explorer
  • (Optional) Your comments

NOTE   Click the link in the Application Label column to navigate to Agent Explorer for the date and time the application was accessed.

Enter one or more email addresses, append any comments you might have to the end of the message, and then click OK to send the notification out.