Trend Insights are built using three main modules:
Events
a. Filter
b. BreakdownUser filter
User breakdown
Expand the following accordions for more details:
Events
Events are the core components of any Trend Chart. Events are triggered when your end users perform any action on the Whatfix content, widgets, or the application.
DAP on OS supports Default events.
Default events include all the events that are triggered when end users perform any action on the Whatfix content or widgets in the application. To understand the list of all available Whatfix related events, see List of Whatfix-related Events.
Info:
Whatfix enables you to group Default events to form an Event group. These Event groups can also be visualized using Trend Insights.
Event Filters and Breakdowns
Default Events, contain Filters so that they can be drilled down based on different criteria. Whatfix enables you to group the events according to various properties using the Breakdown option. Event Filters and Breakdowns ensure that you are limiting the scope of the Event as required to get granular Insights. For example, track the number of end users who clicked a link in Explorer.
Info:
For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights
User filter
User filters enable you to limit the scope of the events based on different criteria. For example, for the Application started event, refine the results to show data only for those who fired it from the Desktop device.
For more information on User filters, see User filters and User Breakdown in Insights.
User breakdown
User breakdowns enable you to group users to display data based on various properties. For example, consider the Flow completed event with User filter set as Chrome browser. Configuring the User breakdown as City, displays the chart based on the location from where the Flow was completed by users using Chrome browser.
For more information on User Breakdown, see User Filters and User Breakdown in Insights.
Info:
Here's a sample Trend Insight.
Visualize the number of users who started the Hub application of a specific version from the Desktop device from any country.
Event name: Application started
Event Filter: Hub version
Event Breakdown: Org Id
User filter: Device Type
User breakdown: Country
Data visualized:
Steps to create a Trend Insight
Use the following steps to create a Trend Insight:
- On the Whatfix Analytics dashboard, click Insights.
Click Create insights.
Click Trend Insights.
To name your Insight, click the Edit icon.
Enter a Description that helps explain what the Trend Insight is about.
- 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:
For more information on how to get analytics data from different stages, see Get Analytics Data across CLM Stages.
You cannot change the stage after you've created the insight. Switching to a different stage will reset your insight, causing you to start over.
Click Add event.
Note:
The following image shows an event added:
Add up to 10 events in an insight.
Add the required Filter and Breakdown for the event. For example, visualize the number of users who started the Hub Application.
Note:
For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.
In the User filter section, click Add user filter, and then select the filter that you want.
- To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
- To exclude blank filter values from your data, see How can I exclude blank filter values in Insights?
In the User breakdown section, click Add user breakdown, and then select the breakdown that you want.
Once the setup is complete, scroll down to see the data chart that is generated.
Note:
Visualize the data using different metrics and chart types.
Filter your data based on Daily, Weekly, and Monthly timeframes.
Click Save.
