Add Event group to Trend Insights
- 26 Aug 2024
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Add Event group to Trend Insights
- Updated On 26 Aug 2024
- 1 Minute To Read
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After creating an Event group, add it to a Trend Insight to visualize the data using different charts. If you've created Event groups to understand usage data, add the grouped event to Trend Insights and visualize the data using charts for a specific time period.
Use the following steps to add an Event group to Trend Insights:
- On the Whatfix Analytics dashboard, click Insights.
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Click + Create Insights.
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Click Trend Insights.
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To name your Insight, click the Edit icon.
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Enter a Description that helps explain what the Trend Insight is about.
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- The Description gives you context about the created Insight when added to a Dashboard.
- It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.
- In the Data setup section, select the stage you want to get the data from.
Tip
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For more information on how to get analytics data from different stages, see Get Analytics Data across CLM Stages.
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You cannot change the stage after you've created the insight. Switching to a different stage resets your insight, causing you to start over.
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In the Events Setup section, under Events, click Add Event.
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Click the Event group tab.
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Add the required Event groups.
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You cannot add any Event filters or breakdowns to an Event group.
- In the User filter section, click Add User filter, and then select the filter that you want.
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You can choose to exclude specific filter values for which you don't require data. For more information, see How can I exclude filter values in Product Analytics?
- In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
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For more information on User Filters and Breakdown, see Filter Insights data using User Filters and User Breakdown.
- Once the setup is complete, scroll down to see the data chart that is generated.
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- Visualize the data using different metrics and chart types.
- Filter your data based on Daily, Weekly, and Monthly timeframes.
- Click Save.
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Trend Insights with Event groups can be added to Dashboards for reporting.
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