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Note

Notes:

  • When more than one begins with or ends with keyword in a search or formula on the same column is used, results are returned using an OR condition.
  • When you use a combination of begins with and ends with, results are returned using the AND condition.

  • When using multiple begins with on different columns, results are returned using the AND condition.

For example, if you search for state name begins with "V" state name begins with "C", your results are: Virginia, Vermont, California, and Connecticut.

If you search for state name begins with V state name ends with T, your only result is Vermont.

Number

...

count caller by service

...

max

...

max sales by visitor by site

...

standard deviation revenue by product by month for date after 10/31/2010

...

sum revenue

...

Comparative

...

conversations uk_support vs all

Note

Note: The all keyword can only be used as part of a versus phrase.

...

revenue between 0 and 1000

...

= (equal)

...

unique count visitor by store purchased products = 3 for last 5 days

...

revenue asia vs everything

Note

Note: The everything keyword can only be used as part of a versus phrase.

...

>= (greater than or equal)

...

count calls by employee lastname >= m

...

< (less than)

...

<= (less than or equal)

...

count shipments by city latitude <= 0

...

!= (not equal)

...

vs, versus

...

conversations uk_support vs us_support

You can use special constants for null and empty values with the = and != keywords: {null} and {empty}.

For example: customer name = {empty} or department != {null}.

Location

...

revenue store name county near san francisco

...

revenue store name county near alameda within 50 miles

Period

...

conversations by day

...

deals day of quarter by year

...

day of week

...

conversations by quarter

...

quarter of year

...

conversations quarter of year 

...

conversations week of month

...

week of year

...

conversations week of year

In / Not in

...

Query in query search (intersection of two sets). Must match last attribute before keyword with first attribute inside subsearch.

Syntax:

attribute in (attribute subsearch)

Examples:

store name in (top 10 store name by sales footwear)

product name 2014 product name in (product name 2013) sales

...

not in

...

Relative complement of two sets. Must match last attribute before keyword with first attribute inside subsearch.

Syntax:

attribute not in (attribute subsearch)

Example:

product name 2014 product name not in (product name 2013) sales
(= Find sales for all products ordered in 2014 that were not ordered in 2013)

Note

Note: Searches with the in keyword do not include {null} values. To include {null} values, create a formula for the relevant attribute in your search, to convert {null} values to 'unknown,' or some similar word.

Chart types

Column charts

The column chart is one of simplest, yet most versatile chart types. The column chart is often the chosen default chart type, and displays data as vertical columns. Column charts are vertical bar charts that display your data using rectangular bars. The length of the bar is proportional to the data value.

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Info

On this page, you can find documentation about x-bees Snalytics which provides all the information you need to keep on top of your business.

Created: May 2022

Permalink: https://confluence.wildix.com/x/BYL6Bg

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Table of Contents

Introduction 

x-bees statistics is an advanced yet easy-to-use analytics tool, which lets you monitor all the data you need to always stay on top of your business. With x-bees, you are not limited to a predefined set of data tables and charts. On the contrary, you set them up yourself choosing the data you are interested in and customizing tables and charts to your personal liking. This means x-bees statistics tool can perfectly address whatever need you may have.

How to access

...

Here, you can find 4 tabs:

  • x-bees Statistics: the list of saved and trending Liveboards and Answers, metrics watchlist 
  • x-bees Statistics: allows to search for data, configure the view of charts and tables containing the search results, save them to Answers and Liveboards, etc.  
  • x-bees Statistics: the list of saved Answers (the results of your search)
  • x-bees Statistics: a collection of answers in a pinboard (dashboards) that you use most often in your analytics purposes 

Home

The tab displays the list of dashboards, saved searches and answers, which you created or which were shared with you. On the right, you can see the list of trending Liveboards and Answers.

To easily find the necessary data, you can:

...

To share reports with others, click Share -> enter name or email of a user or group -> add message if required -> press Share:

On the Home tab, you can also use Search field to look for necessary data. Refer to Start a new search section for more details. 

On the Search tab, you can type in the search bar what information you want to explore and x-bees returns the search results in the form of a table or chart.

Search is based on the tables that exist in your data. Tables are made of rows and columns, like spreadsheets. You can search by typing in:

  • Name of data item (column): like callee, connect time, talk time 
  • Special keywords: like today, yesterday, >, or contains

Click on the Data button to the left of the search field to see the list of available data items:

The list of data items (columns) includes the following options:

  • average duration
  • callee
  • caller
  • connect time
  • conversation id
  • conversations
  • direction
  • domain 
  • duration
  • email 
  • flags
  • hangup
  • name
  • role
  • serial
  • service
  • status 
  • subject
  • tags
  • talk time
  • time 
  • total duration
  • type
  • wait time

Hovering a mouse over any of these items, you can see a tooltip with the following info: name, description, data source (if applicable), and data type: 

Start a new search 

...

Click Search on the top navigation bar.

...

Note: Typing in your search query, you may notice that search items are of different colours: 

  • blue = attributes: primarily text or date values. Usually, attributes make up the x-axis of your chart. Examples: caller name, call status, etc.
  • green = measures: numeric values, e.g. duration of a call 
  • grey = filters, e.g. outbound, inbound

3. Once your search query is ready, press Enter on keyboard, or click Go to the right of the search bar:

Your search is given an automatic title based on your search columns, and is displayed as either a table or chart, depending on how it is best represented. You can change display of the search result to fit your needs.

Example:

...

Edit a search

When you click a search phrase, it is highlighted, and x-bees displays other suggestions from which you can choose to replace the highlighted phrase. If, say, you want the same data to be displayed not for today only, but for last week, for example, click on the "today" filter in the search field and choose the preferred option:

When you hover over a boxed phrase, you can see an x, which you can click to remove it from the search:

You can insert a new phrase in the middle of a search, by clicking between phrases and entering the new phrase. Also, you can merge phrases without breaking the search. 

Note

Note: In case a table or chart doesn’t seem to contain all the data you expect, try looking in the search bar for filters in gray boxes. Remove unnecessary filters, you get all available data for that search.

Change display of an answer

Switch between table/ chart view

You can change the view of your answer so it appears as either a table or a chart. To change the view of your answer, toggle between either a table or a chart type:

Your search needs at least one attribute and one measure to be presented as a chart. When you display your data as a chart, x-bees automatically selects the type of chart that works best for your data. If you want to use another type, click Change visualization (chart icon) on the right:

You can choose from a large number of chart types, each providing a different visualization for your answer. Select the type of chart you want:

...

Notes:

...

Hovering over a chart type icon tells you what columns you require before you can use it:

Note

Image Removed

Edit chart configuration

If you are not fully satisfied with how the chart looks like, you can easily modify it:

...

For example, for better visualization, let's slice the chart with color, for different services to be displayed with different colors on the chart. For this, we drag and from the service box under Slice with color option (1) and the chart changes its view to the following:

Note

Note: For detailed information about charts, refer to the Chart types section of this guide.

See detailed information about chart item

In the example on the screenshot above, we searched for unanswered incoming calls this month by service and chose the data to be displayed in a stacked column chart. 

...

In the Drill down pop-up screen, choose the data you want to explore:

For example, if you select the option caller, x-bees returns the list of phone numbers, whose calls were missed by the chosen group, and how many calls were missed by each number:

To return to the previous view of the chart, click back to the right of the search field:

Exclude or include data 

You can include or exclude row values from your answer.

To exclude or include row values:

  1. Right-click the necessary item on visualization or table cell
  2. Click Exclude "value" or Only Include "value" if available

Save an answer

An answer is the result of a single search. You can save an answer you want to work more on later, or just keep it for your personal use.

Click on the More (three dots) button at the top and choose Save:

Enter name and description and click Save answer:

...

Pin an answer  

  1. To add an answer to Liveboards tab, which contains a collection of answers in a pinboard (dashboards) view, click Pin:

2. Enter name and description (if required)

3. Choose an existing liveboard or create a new one

4. Click Pin:

Answers

Answers are the saved results of a search. On the Answers tab, you can see the answers you saved, as well as answers of other users, in case they shared them with you or a group you belong to.

If you tick the checkbox next to an answer, the following buttons appear above the answers list:

...

Clicking on an answer, it opens in a table/ chart view with the same editing options described in the x-bees Statistics section of this guide:

Liveboards

Liveboards act like dashboards. They are collections of related charts and tables, that you monitor most often. On the Liveboards tab, you can see the liveboards you saved, as well as liveboards of other users, in case they shared them with you or a group you belong to:

Click on the necessary liveboard from the list to see its details: 

Add visualizations

In case you’ve created a Liveboard, but there are not answers yet, click Add visualizations:

A Search field appears and you can start exploring the data you need. The same functionality described in the x-bees Statistics section of this guide is available on Liveboards tab. 

Also, you can add visualizations to a liveboard by clicking Pin when you view an answer on the Search/ Answers/ Home tab: 

Explore answers on Liveboard

To view details of an answer on a liveboard, hover your mouse over the desired answer and click Explore: 

The answer opens and besides viewing its details. Also, using the Explore this data panel on the right, you can modify the answer by applying additional filters, adding/ replacing columns, choose data for comparison:

Keyword reference

Use keywords to help define a search.

General

Note

Note: When using the top or bottom keywords without specifying a number (n), the number defaults to 10.

...

Generates the top n items from a sorted result.

Examples:

top 10 sales rep revenue

top sales rep by count sales for average revenue > 10000 sales

rep average revenue for each region top

...

Calculates top n items, then sorts the top items by another measure or attribute.

Contrast with top n (swaps the order of operations).

Example:

top 10 sales rep revenue by profit margin

...

Generates the bottom n items from a sorted result.

Examples:

bottom 25 customer by revenue for each sales rep

bottom revenue average

bottom revenue by state

customer by revenue for each sales rep bottom

...

Sorts the result set by an attribute or measure.

Examples:

revenue by state sort by average revenue descending

...

Treats the measure as an attribute and groups the result set by it.

Examples:

conversations by day

Date

...

conversations after 10/31/2022

...

conversations before 03/01/2022

...

between ... and ...

...

conversations between 01/30/2022 and 01/30/2022

...

conversations daily

...

growth of revenue by order date daily year-over-year

...

count monday restaurant

...

day of week

...

conversations by day of week last 6 months
count conversations Monday

...

growth of sales by order date

...

growth of sales by order date daily

...

growth of sales by date shipped monthly sales > 24000

...

growth of sales by date shipped quarterly

...

growth of sales by receipt date weekly for pro-ski2000

...

conversations by callee hourly

...

conversations last day by callee

...

conversations last month by callee

...

last month by

...

conversations last month by day

...

conversations last 7 days

...

conversations last 10 months by day

...

conversations last 2 quarters by month by service

...

conversations last 10 weeks by day

...

conversations last 2 years by service 

...

last quarter

...

conversations last quarter 

...

conversations last week by service

...

conversations last year by callee

...

conversations by month last year

...

conversations January

...

sales by product month to date sales > 2400

...

month year

...

conversations by service February 2022

...

conversations by service monthly

...

growth of revenue

by receipt date

monthly year-over-year

...

conversations 2 days ago

...

conversations 2 days for each month

...

conversations last 15 days for each quarter

...

conversations last 2 days for each week

...

conversations last 300 days for each year

...

conversations last 2 hours for each day

...

conversations last 6 months

...

conversations 2 months ago by service

...

last n months for each quarter

...

conversations last 2 months for each quarter

...

conversations last 8 months for each year

...

conversations 4 quarters ago by service

...

last 2 quarters for each year

...

conversations 4 weeks ago by callee

...

conversations last 3 weeks for each month

...

last 2 weeks for each quarter

...

last 3 weeks for each year

...

next n weeks

...

quarter to date

...

sales by product quarter to date

for top 10 products by sales

...

quarterly

...

quarterly year-over-year

...

growth of revenue by date shipped quarterly year-over-year

...

conversations this day by callee

...

this month

...

growth of revenue by date shipped weekly year-over-year

...

year to date

...

Time

...

conversation time detailed

...

conversations 2 hours ago

...

next hour

...

Text 

...

product name begins with 'pro'

  // returns all products that start with 'pro'

product name begins with 'pro'

  product name begins with 'sport'

  // returns all products that start with 'pro'

  // OR  'sport'

product name begins with 'pro'

  product color begins with 'bl'

  // returns all products that start with 'pro'

  // AND have color that starts with 'bl' (blue or black)

...

product name contains "alpine" description contains "snow shoe"

...

product name ends with 'deluxe'

...

product name not begins with "tom's"

...

product color not contains 'tan'

  product color not contains 'red'

...



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Info

On this page, you can find documentation about x-bees Snalytics which provides all the information you need to keep on top of your business.

Created: May 2022

Permalink: https://confluence.wildix.com/x/BYL6Bg


Html
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Table of Contents


Introduction 

x-bees statistics is an advanced yet easy-to-use analytics tool, which lets you monitor all the data you need to always stay on top of your business. With x-bees, you are not limited to a predefined set of data tables and charts. On the contrary, you set them up yourself choosing the data you are interested in and customizing tables and charts to your personal liking. This means x-bees statistics tool can perfectly address whatever need you may have.

How to access

To access x-bees statistics, click on the Statistics button on left-hand part of the screen:  

Here, you can find 4 tabs:

  • x-bees Statistics: the list of saved and trending Liveboards and Answers, metrics watchlist 
  • x-bees Statistics: allows to search for data, configure the view of charts and tables containing the search results, save them to Answers and Liveboards, etc.  
  • x-bees Statistics: the list of saved Answers (the results of your search)
  • x-bees Statistics: a collection of answers in a pinboard (dashboards) that you use most often in your analytics purposes 

Home

The tab displays the list of dashboards, saved searches and answers, which you created or which were shared with you. On the right, you can see the list of trending Liveboards and Answers.

To easily find the necessary data, you can:

  • Switch between tabs All/ Answers / Liveboards
  • Filter answers and liveboards by tags and authors
  • Click on the star icon next to the necessary answer/ liveboard to add it to favorites
  • Toggle the switch on next to My favorites option to have only favorite answers/ liveboards displayed


If you check the boxes in front of desired answers/ liveboards, the following options appear at the top: Mark as favorite/ Remove from favorites and Share: 

To share reports with others, click Share -> enter name or email of a user or group -> add message if required -> press Share:


On the Home tab, you can also use Search field to look for necessary data. Refer to Start a new search section for more details. 

On the Search tab, you can type in the search bar what information you want to explore and x-bees returns the search results in the form of a table or chart.

Search is based on the tables that exist in your data. Tables are made of rows and columns, like spreadsheets. You can search by typing in:

  • Name of data item (column): like callee, connect time, talk time 
  • Special keywords: like today, yesterday, >, or contains

Click on the Data button to the left of the search field to see the list of available data items:

The list of data items (columns) includes the following options:

  • average duration
  • callee
  • caller
  • connect time
  • conversation id
  • conversations
  • direction
  • domain 
  • duration
  • email 
  • flags
  • hangup
  • name
  • role
  • serial
  • service
  • status 
  • subject
  • tags
  • talk time
  • time 
  • total duration
  • type
  • wait time

Hovering a mouse over any of these items, you can see a tooltip with the following info: name, description, data source (if applicable), and data type: 


Start a new search 

  1. Click Search on the top navigation bar.

  2. Start typing your search request, using necessary data items and keywords.
    Alternatively, you can double-click on the preferred data items on the left-side panel and they are automatically added to the Search field. To add multiple items, you can click on the necessary items to select them and press + Add Columns:


    Note

    Note: Typing in your search query, you may notice that search items are of different colours: 

    • blue = attributes: primarily text or date values. Usually, attributes make up the x-axis of your chart. Examples: caller name, call status, etc.
    • green = measures: numeric values, e.g. duration of a call 
    • grey = filters, e.g. outbound, inbound



    3. Once your search query is ready, press Enter on keyboard, or click Go to the right of the search bar:

Your search is given an automatic title based on your search columns, and is displayed as either a table or chart, depending on how it is best represented. You can change display of the search result to fit your needs.

Example:

If you type in the search request "caller callee direction status duration today", the system returns a table with total duration of calls including information about caller, callee, direction of calls (inbound/ outbound), and call status:

Edit a search

When you click a search phrase, it is highlighted, and x-bees displays other suggestions from which you can choose to replace the highlighted phrase. If, say, you want the same data to be displayed not for today only, but for last week, for example, click on the "today" filter in the search field and choose the preferred option:


When you hover over a boxed phrase, you can see an x, which you can click to remove it from the search:

You can insert a new phrase in the middle of a search, by clicking between phrases and entering the new phrase. Also, you can merge phrases without breaking the search. 

Note

Note: In case a table or chart doesn’t seem to contain all the data you expect, try looking in the search bar for filters in gray boxes. Remove unnecessary filters, you get all available data for that search.


Change display of an answer

Switch between table/ chart view

You can change the view of your answer so it appears as either a table or a chart. To change the view of your answer, toggle between either a table or a chart type:

Your search needs at least one attribute and one measure to be presented as a chart. When you display your data as a chart, x-bees automatically selects the type of chart that works best for your data. If you want to use another type, click Change visualization (chart icon) on the right:

You can choose from a large number of chart types, each providing a different visualization for your answer. Select the type of chart you want:


Note

Notes:

  • Some chart types may not be available, depending on the columns in your search. Unavailable chart types are grayed out.
  • Hovering over a chart type icon tells you what columns you require before you can use it:

    Note

    Image Added


Edit chart configuration

If you are not fully satisfied with how the chart looks like, you can easily modify it:

  1. Click the Edit chart configuration button on the right
  2. Configure which columns should be presented on X-axis or Y-axis, or modify other parameters presented in the settings:

For example, for better visualization, let's slice the chart with color, for different services to be displayed with different colors on the chart. For this, we drag and from the service box under Slice with color option (1) and the chart changes its view to the following:


Note

Note: For detailed information about charts, refer to the Chart types section of this guide.

See detailed information about chart item

In the example on the screenshot above, we searched for unanswered incoming calls this month by service and chose the data to be displayed in a stacked column chart. 

If, say, you need a more detailed information regarding any of the service/ group displayed in the chart, right-click on the necessary item on visualization (1) -> choose Drill down (2):

In the Drill down pop-up screen, choose the data you want to explore:

For example, if you select the option caller, x-bees returns the list of phone numbers, whose calls were missed by the chosen group, and how many calls were missed by each number:

To return to the previous view of the chart, click back to the right of the search field:

Exclude or include data 

You can include or exclude row values from your answer.

To exclude or include row values:

  1. Right-click the necessary item on visualization or table cell
  2. Click Exclude "value" or Only Include "value" if available


Save an answer

An answer is the result of a single search. You can save an answer you want to work more on later, or just keep it for your personal use.

  1. Click on the More (three dots) button at the top and choose Save:


  2. Enter name and description and click Save answer:


    The saved answer is added to the x-bees Statistics tab.

Pin an answer  

  1. To add an answer to Liveboards tab, which contains a collection of answers in a pinboard (dashboards) view, click Pin:

2. Enter name and description (if required)

3. Choose an existing liveboard or create a new one

4. Click Pin:


Answers

Answers are the saved results of a search. On the Answers tab, you can see the answers you saved, as well as answers of other users, in case they shared them with you or a group you belong to.



If you tick the checkbox next to an answer, the following buttons appear above the answers list:

  • Share: allows to share the answer with other users or groups
  • Delete (personal answers only): deletes the answer
  • Apply Tag (personal answers only): allows to tag the answer
  • Export TML: uploads the answer in .tml file
  • Edit TML: opens TML editor


Clicking on an answer, it opens in a table/ chart view with the same editing options described in the x-bees Statistics section of this guide:


Liveboards

Liveboards act like dashboards. They are collections of related charts and tables, that you monitor most often. On the Liveboards tab, you can see the liveboards you saved, as well as liveboards of other users, in case they shared them with you or a group you belong to:


Click on the necessary liveboard from the list to see its details: 


Add visualizations

In case you’ve created a Liveboard, but there are not answers yet, click Add visualizations:


A Search field appears and you can start exploring the data you need. The same functionality described in the x-bees Statistics section of this guide is available on Liveboards tab. 

Also, you can add visualizations to a liveboard by clicking Pin when you view an answer on the Search/ Answers/ Home tab: 



Explore answers on Liveboard

To view details of an answer on a liveboard, hover your mouse over the desired answer and click Explore: 

The answer opens and besides viewing its details. Also, using the Explore this data panel on the right, you can modify the answer by applying additional filters, adding/ replacing columns, choose data for comparison:


Keyword reference

Use keywords to help define a search.

General

Note

Note: When using the top or bottom keywords without specifying a number (n), the number defaults to 10.


Keyword Description
top n

Generates the top n items from a sorted result.

Examples:

top 10 sales rep revenue

top sales rep by count sales for average revenue > 10000 sales

rep average revenue for each region top

top n measure1 by attribute|measure2

Calculates top n items, then sorts the top items by another measure or attribute.

Contrast with top n (swaps the order of operations).

Example:

top 10 sales rep revenue by profit margin

bottom n

Generates the bottom n items from a sorted result.

Examples:

bottom 25 customer by revenue for each sales rep

bottom revenue average

bottom revenue by state

customer by revenue for each sales rep bottom

sort by

Sorts the result set by an attribute or measure.

Examples:

revenue by state sort by average revenue descending

by <measure>

Treats the measure as an attribute and groups the result set by it.

Examples:

conversations by day

Date

KeywordExamples
after

conversations after 10/31/2022

before

conversations before 03/01/2022

between ... and ...

conversations between 01/30/2022 and 01/30/2022

daily

conversations daily

daily year-over-year

growth of revenue by order date daily year-over-year

day

count monday restaurant

day of week

conversations by day of week last 6 months
count conversations Monday

growth of …​ by ...

growth of sales by order date

growth of …​ by …​ daily

growth of sales by order date daily

growth of …​ by …​ monthly

growth of sales by date shipped monthly sales > 24000

growth of …​ by …​ quarterly

growth of sales by date shipped quarterly

growth of …​ by …​ weekly

growth of sales by receipt date weekly for pro-ski2000

hourly

conversations by callee hourly

last day by

conversations last day by callee

last month

conversations last month by callee

last month by

conversations last month by day

last n days

conversations last 7 days

last n months

conversations last 10 months by day

last n quarters

conversations last 2 quarters by month by service

last n weeks

conversations last 10 weeks by day

last n years

conversations last 2 years by service 

last quarter

conversations last quarter 

last week

conversations last week by service

last year

conversations last year by callee

month

conversations by month last year

month

conversations January

month to date

sales by product month to date sales > 2400

month year

conversations by service February 2022

monthly

conversations by service monthly

monthly year-over-year

growth of revenue

by receipt date

monthly year-over-year

n days ago

conversations 2 days ago

last n days for each month

conversations 2 days for each month

last n days for each quarter

conversations last 15 days for each quarter

last n days for each week

conversations last 2 days for each week

last n days for each year

conversations last 300 days for each year

last n hours for each day

conversations last 2 hours for each day

n months

conversations last 6 months

n months ago

conversations 2 months ago by service

last n months for each quarter

conversations last 2 months for each quarter

last n months for each year

conversations last 8 months for each year

n quarters ago

conversations 4 quarters ago by service

last n quarters for each year

last 2 quarters for each year

n weeks ago

conversations 4 weeks ago by callee

last n weeks for each month

conversations last 3 weeks for each month

last n weeks for each quarter

last 2 weeks for each quarter

last n weeks for each year

last 3 weeks for each year

n yearsopportunities next 5 years by revenue
n years agoconversations 2 years ago by service
next dayshipments next day by order
next monthappointments next month by day
next n daysshipments next 7 days
next n monthsopenings next 6 months location
next n quartersopportunities next 2 quarters by campaign

next n weeks

shipments next 10 weeks by day
next n yearsprojected deals next 5 years
next quarteropportunities next quarter amount > 30000
next weekshipments next week by store
next yearopportunities next year by sales rep

quarter to date

sales by product quarter to date

for top 10 products by sales

quarterly

conversations quarterly by service

quarterly year-over-year

growth of revenue by date shipped quarterly year-over-year

this day

conversations this day by callee

this month

conversations this month by day
this quarterconversations this quarter by callee
this weekconversations this week by service
this yearconversations this year by callee
todayconversations today by callee
weekconversations by week last quarter
week to datesales by order date week to date for pro-ski200
weeklyconversations weekly
weekly year-over-year

growth of revenue by date shipped weekly year-over-year

yearrevenue by product 2014 product name contains snowboard

year to date

sales by product year to date
yearlyshipments by product yearly
yesterdaysales yesterday for pro-ski200 by store

Time

KeywordExamples
detailed

conversation time detailed

last hourcount unique conversations last hour
last minutecount conversations last minute
n hourscount conversations [ last | next ] 12 hours
n hours ago

conversations 2 hours ago

n minutescount conversations [ last | next ] 30 minutes
n minutes agosum conversations by service 10 minutes ago

next hour

count projected visitors next hour
next minutecount projected visitors next minute
this hourconversations this hour
this minuteconversations this minute


Text 

KeywordExamples
begins with

product name begins with 'pro'

  // returns all products that start with 'pro'


product name begins with 'pro'

  product name begins with 'sport'

  // returns all products that start with 'pro'

  // OR  'sport'


product name begins with 'pro'

  product color begins with 'bl'

  // returns all products that start with 'pro'

  // AND have color that starts with 'bl' (blue or black)

contains

product name contains "alpine" description contains "snow shoe"

ends with

product name ends with 'deluxe'

similar tocourse name similar to 'hand'
not begins with

product name not begins with "tom's"

not contains

product color not contains 'tan'

  product color not contains 'red'

not ends withproduct name not ends with "trial"
not similar tocourse name not similar to 'hand'


Note

Notes:

  • When more than one begins with or ends with keyword in a search or formula on the same column is used, results are returned using an OR condition.
  • When you use a combination of begins with and ends with, results are returned using the AND condition.

  • When using multiple begins with on different columns, results are returned using the AND condition.

For example, if you search for state name begins with "V" state name begins with "C", your results are: Virginia, Vermont, California, and Connecticut.

If you search for state name begins with V state name ends with T, your only result is Vermont.

Number

KeywordExamples
averageconversations average duration by service this month
count

count caller by service

max

max sales by visitor by site

minmin revenue by store by campaign for cost > 5000
standard deviation

standard deviation revenue by product by month for date after 10/31/2010

sum

sum revenue

unique countunique count conversation id
variancevariance sale amount by visitor by product for last year

Comparative

KeywordExamples
all

conversations uk_support vs all

Note

Note: The all keyword can only be used as part of a versus phrase.


between... and...

revenue between 0 and 1000

= (equal)

unique count visitor by store purchased products = 3 for last 5 days

everything

revenue asia vs everything

Note

Note: The everything keyword can only be used as part of a versus phrase.


> (greater than)sum sale amount by visitor by product for last year sale amount > 2000

>= (greater than or equal)

count calls by employee lastname >= m

< (less than)

unique count visitor by product by store for sale amount < 20

<= (less than or equal)

count shipments by city latitude <= 0

!= (not equal)

sum sale amount region != canada date != last 5 days

vs, versus

conversations uk_support vs us_support

You can use special constants for null and empty values with the = and != keywords: {null} and {empty}.

For example: customer name = {empty} or department != {null}.

Location

KeywordExamples
farther than n miles|km|meters from …​average hours worked branch farther than 80 km from scarborough
near

revenue store name county near san francisco

near …​ within n miles|km|meters

revenue store name county near alameda within 50 miles

Period

KeywordExamples
day

conversations by day

day of monthsales day of month by month
day of quarter

deals day of quarter by year

day of week

customers by week day of week
day of yearad clicks day of year by year
hourconversations by hour weekly
month of quarterconversations month of quarter by year
quarter

conversations by quarter

quarter of year

conversations quarter of year 

week of month

conversations week of month

week of quarterconversations week of quarter

week of year

conversations week of year

In / Not in

KeywordDescription
in

Query in query search (intersection of two sets). Must match last attribute before keyword with first attribute inside subsearch.

Syntax:

attribute in (attribute subsearch)

Examples:

store name in (top 10 store name by sales footwear)

product name 2014 product name in (product name 2013) sales

not in

Relative complement of two sets. Must match last attribute before keyword with first attribute inside subsearch.

Syntax:

attribute not in (attribute subsearch)

Example:

product name 2014 product name not in (product name 2013) sales
(= Find sales for all products ordered in 2014 that were not ordered in 2013)


Note

Note: Searches with the in keyword do not include {null} values. To include {null} values, create a formula for the relevant attribute in your search, to convert {null} values to 'unknown,' or some similar word.

Chart types

Column charts

The column chart is one of simplest, yet most versatile chart types. The column chart is often the chosen default chart type, and displays data as vertical columns. Column charts are vertical bar charts that display your data using rectangular bars. The length of the bar is proportional to the data value.

Your search must have at least one attribute and one measure to be represented as a column chart.


Stacked columns

The stacked column chart is similar to the column chart, but with one major difference. It includes a legend, which divides each column into additional sections, by color.

Note

Note: You can only use an attribute to slice with color.



Bar charts

The bar chart is very similar to the column chart. The only difference is that it is oriented horizontally, instead of vertically. The length of the bar is proportional to the data value.

Your search needs at least one attribute and one measure to be represented as a bar chart.


Stacked bar charts

Just like stacked columns, stacked bars combine the different secondary dimensions into a single stacked bar.

The stacked bar chart is similar to the bar chart, but it also includes a legend, which divides each bar into additional sections by color. 

Note

Note: You can only use an attribute to slice with color.


Line charts

Line charts are good at showing trends over intervals of time. Like the column chart, the line chart is one of the simplest, yet most versatile. It is often chosen as default visual representation. Line charts display your data as a series of data points connected by straight line segments. The system orders the measurement points by the x-axis value.

Your search must have at least one attribute and one measure to be represented as a line chart. If your search has multiple attributes, you can slice with color to sort by the second attribute.

Pie charts

The pie chart is a classic chart type that displays your search in a circle. 

Pie charts divide your data into sectors that each represent a proportion of a whole circle. To display the exact values of each slice and the percentage values, select the Edit chart configuration icon > Settings > All labels.

Your search needs at least one attribute and one measure to be represented as a pie chart. Also, there must be fewer than 250 values in the attribute column.

Pie in pie charts

The pie in pie chart can be created from a regular pie chart in order to compare more than one component of an attribute. Pie in pie charts show two concentric pie charts comparing different measures.

To see a pie in pie chart, assign two different measures to the Size section under Edit chart configuration.

Scatter charts

The scatter chart is useful for finding correlations or outliers in your data. Scatter charts display your data as a collection of points, which can either be evenly or unevenly distributed. Each point is plotted based on its own axes values. This helps you determine if there is a relationship between your searched columns.

Your search needs at least one attribute and one measure to be represented as a scatter chart.

Bubble charts

The bubble chart is a variation of the scatter chart, and its data points appear as bubbles. Your search must have at least one attribute and two measures to generate a bubble chart. The bubble chart displays three to five dimensions or measures of data. In addition to the traditional X and Y axis, the size of the bubble represents a measurement. Bubble charts can show two more attributes, when you slice and/or slice by color.

Pareto charts

The pareto chart is a type of chart that contains both columns and a special type of line chart.

The individual values of a pareto chart are represented in descending order by columns, and the cumulative percent total is represented by the line. The y-axis on the left is paired with the columns, while the y-axis on the right is paired with the line. By the end of the line, the cumulative percent total reaches 100 percent.

Your search needs at least one attribute and one measure to be represented as a pareto chart.


Waterfall charts

The waterfall chart shows how an initial value is affected by a series of intermediate positive or negative values. Waterfall charts are good for visualizing positive and negative growth, and therefore work well with the growth over time keyword. The columns are color-coded to distinguish between positive and negative values. Your search needs at least one attribute and one measure to be represented as a column waterfall chart.

...

Treemap charts

The stacked column chart is similar to the column chart, but with one major difference. It includes a legend, which divides each column into additional sections, by color.

Note

Note: You can only use an attribute to slice with color.

Bar charts

The bar chart is very similar to the column chart. The only difference is that it is oriented horizontally, instead of vertically. The length of the bar is proportional to the data valuetreemap chart displays hierarchical data as a set of nested rectangles.

Treemap charts use color and rectangle size to represent two measure values. Each rectangle, or branch, is a value of the attribute. Some branches can contain smaller rectangles, or sub-branches. This setup makes it possible to display a large number of items in an efficient way. You can rearrange the columns of your search into category, color, and size under Edit chart configuration.

Your search needs at least one attribute and one measure two measures to be represented as a bar treemap chart.

Stacked bar charts

Just like stacked columns, stacked bars combine the different secondary dimensions into a single stacked bar.

The stacked bar chart is similar to the bar chart, but it also includes a legend, which divides each bar into additional sections by color. 

Note

Note: You can only use an attribute to slice with color.

Line charts

Line charts are good at showing trends over intervals of time. Like the column chart, the line chart is one of the simplest, yet most versatile. It is often chosen as default visual representation. Line charts display your data as a series of data points connected by straight line segments. The system orders the measurement points by the x-axis value.

Your search must have at least one attribute and one measure to be represented as a line chart. If your search has multiple attributes, you can slice with color to sort by the second attribute.

Pie charts

The pie chart is a classic chart type that displays your search in a circle. 

Pie charts divide your data into sectors that each represent a proportion of a whole circle. To display the exact values of each slice and the percentage values, select the Edit chart configuration icon > Settings > All labelsHeatmap charts

The heatmap chart displays individual data values in a matrix following a color scale. The value of each cell depends on the measure you choose under Edit chart configuration.

Line column charts

The line column chart combines the column and line charts. Your search needs at least one attribute and two measures to be represented as a line column chart.

Line column charts display one measure as a column chart, and the other as a line chart. Each of these measures has its own y-axis.

Stacked line column charts

This chart is similar to the line column chart, except that it divides its columns with an attribute in the legend. The line stacked column chart combines stacked column and line charts. There are two y-axes, one for each measure.

Funnel chart

The funnel chart shows a process with progressively decreasing proportions amounting to 100 percent in total. You can visualize the progression of data as it passes from one phase to another. Data in each of these phases is represented as different proportions.

Your search needs at least one attribute and one measure to be represented as a pie funnel chart. Also, there must be fewer than 250 values in the attribute column.

Pie in pie charts

The pie in pie chart can be created from a regular pie chart in order to compare more than one component of an attribute. Pie in pie charts show two concentric pie charts comparing different measures.

To see a pie in pie chart, assign two different measures to the Size section under Edit chart configuration.

Scatter charts

The scatter chart is useful for finding correlations or outliers in your data. Scatter charts display your data as a collection of points, which can either be evenly or unevenly distributed. Each point is plotted based on its own axes values. This helps you determine if there is a relationship between your searched columns.

Your search needs at least one attribute and one measure to be represented as a scatter chart.

Bubble charts

The bubble chart is a variation of the scatter chart, and its data points appear as bubbles. Your search must have at least one attribute and two measures to generate a bubble chart. The bubble chart displays three to five dimensions or measures of data. In addition to the traditional X and Y axis, the size of the bubble represents a measurement. Bubble charts can show two more attributes, when you slice and/or slice by color.

Waterfall charts

The waterfall chart shows how an initial value is affected by a series of intermediate positive or negative values. Waterfall charts are good for visualizing positive and negative growth, and therefore work well with the growth over time keyword. The columns are color-coded to distinguish between positive and negative values. Your search needs at least one attribute and one measure to be represented as a waterfall chartThe attribute must contain 50 or fewer values.

Pivot table

Pivot tables are charts that enable you to explore an alternate visualization of your data in a wide, customizable table. With pivot tables, you can use the same table to visualize some of your data horizontally, and some data vertically. You can restructure your pivot table by dragging and dropping the measures and attributes under Edit chart configuration, or by dragging and dropping column headings on the table itself.

Sankey charts

The Sankey chart type contains both columns and a special type of line chart. Sankey diagrams illustrate a flow through, a process, or a system. When you build a Sankey chart, you must provide at least 2 (two) attributes and one measure. Your x-axis attributes can contain at most 13 values; any more and you cannot view a SanKey chart. 

Radar charts

The Radar (or spiderweb) chart contains both columns and a special type of line chart. It displays data in the form of a two-dimensional chart of three or more qualities, represented on axes that radiate from the same point.

When you build a radar chart, you must provide at least one attribute and one measure. The measure values move from smallest to largest, to the outer edge of the web. Each spoke of the web is reserved for one of the variables. The points where each value lies on the web are connected.