Add Event groups to Trend Insights in EI

Aktualisiert am 26 Aug 2025
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Event groups enable you to group two or more events to understand user behavior.
After creating an Event group, add it to a Trend Insight to visualize data using various charts for specific time periods.

Use case

Analyze how users engage with the various content in Self Help across applications.

Use the following steps to add an Event group to Trend Insights:

On the Enterprise Insights dashboard, click Insights.

Click Create insights.
Click Trend Insights.
Click the Give your insight a name textbox and enter a name for your Insight.
Click the Description text box and enter a description that explains what the Trend Insight is about.

Info:

The Description provides context about the created Insight when added to a Dashboard.
It also enables other stakeholders to understand the data depicted by the Insight while viewing Dashboards created by other team members.

From the Select user type dropdown, choose whether to analyze data for All users, Identified users, or Anonymous users.

Note:

By default, Insights data may contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users.
The Event identification rate indicates the percentage of events Whatfix is able to attribute to uniquely identified users.
For more information on filtering users and understanding the Event identification rate, see How can I filter unidentified users in Enterprise Insights?

Click the Data source icon and select the stage from which you want to get the data.

Note:

For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.
The stage cannot be changed after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

Click Choose metric.
Under Event metrics, select Total events or Unique users as required.
Click Add event.
Click Event groups.
Select the required Event group, and then click Apply.
Click Applications, and select the applications that you want.

Note:

If you've filtered the events by Applications while creating the Event group, filtering the event group again by Applications after adding it to a Trend Insight does not give any result.
ei_event_group_applications_note1

Click Filter or Breakdown.

Example:
The Event group, Self Help usage contains the following events:

Article viewed
Video link clicked
Flow started

Breakdown the Event group by Content Title, Event Type, and Applications, to understand the number of users who interacted with the content in Self Help across applications.
Event group: Self Help usage
Breakdown: Content Title, Event Type, and Applications
ei_event_group_example_in_trend_insight

Note:

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.
The Applications breakdown is available for all Event groups. This breakdown lists all the applications where the events in the Event group are performed.
If you've added two events to an Event group, Trend Insights lists only the filters and breakdowns common to both events. For example, if you add Self Help opened and Beacon clicked, only the common filters between the events appear. If there are no common filters, only Event Type is displayed as a filter.

In the User filter section, click Add user filter, and then select the desired filter.
In the User breakdown section, click Add user breakdown, and then select the desired breakdown.