Add Event group to Trend Insights

After creating an Event group, add it to a Trend Insight to visualize the data using different charts. If you have 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.

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.

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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

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.
Click the Event group tab.
Add the required Event group.
Click Filter or Breakdown.

Example

The Event group, Self Help queries served contains the following events:

Article viewed
Flow started
Video link clicked
Link opened

Breakdown the Event group by Content Title and Event Type to understand the number of users who interacted with the content in Self Help.
Event group: Self Help queries served
Breakdown: Content Title and Event Type
event_group_filter_breakdow_self_help

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The Event Type filter is available for all Event groups. This filter enables you to filter the event group based on the events added to the group.
If you've added two events to an Event group, Trend Insights only lists the filters and breakdowns that are common for both events added to the group. For example, if you've added a User Action and a Default event, such as Self Help Closed, only the common filters between the events are listed. If there are no common filters, only Event Type is shown as a filter.

In the User filter section, click Add user filter, and then select the filter that you want.

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To exclude specific filter values for which you don't require data, see How can I exclude filter values in Product Analytics?
By default, the Product analytics data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by cookie values) users. To filter unidentified users for clearer data, see How can I filter unidentified users 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.

Add Event group to Trend Insights

What's Next