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Unified Communications Analytics 8.8.3 - User Guide

Introducing Quest UC Analytics Viewing UC Analytics insights Modifying UC Analytics insights Exporting and importing UC Analytics insights Automatically exporting and sending insights (subscriptions) Appendix A:Questions and Answers for UC Analytics insights Appendix B:List of UC Analytics insights

Using shortcut filters

In addition to using the filters menu available by clicking FILTERS, you can use shortcut filters. To display a shortcut filter menu, left-click on a value in a table or on a data point on a trend line.

 
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NOTE: When you left-click on a value in a table, in addition to accessing the shortcut filters, you can also view any thresholds that have been configured (View threshold details). For information about setting thresholds see the Unified Communications Analytics Deployment Guide.

The following list provides example of how to use shortcut filters to filter data in an insight:

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For table columns that display text information, left-click on a specific value and filter on the value (show only, exclude), or browse to details for that value. You can also filter on the column type data.
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For example, on the Mailboxes - Inventory insight, you can left-click on a name in the User column to show only or include that user, or you can browse to details for that user. You can also filter the insight by User.
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For a graph with multiple trend lines, left-click on a data point on a trend line to filter by the trend (show only, exclude only), browse to the details view, or filter by the graph type data.
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For example, on the Skype for Business/Lync - Feature Adoption insight, you can left-click on the audio + video trend line in the Media Types graph to filter by audio + video (show only or exclude), or browse to the audio + video details. You can also filter by Media Types.
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For table columns that display date information, left-click on a date and filter by the date (show only), or browse to details for that date. You can also filter by the column type data.
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For example, on the Mail Contacts - Inactive insight, left-click on a date in the Last Modified Date column to filter by the date or browse to details for that date. You can also filter by the Last Modified Date.
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For Inventory insights, left-click on a numeric value in a table to filter on the value (greater than, less than, or equal to).
 
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NOTE: If you apply a filter to a single view within an insight, the filter is applied to all the views in the insight.
Shortcut filters in the details browser

When you display an insight and click the details browser icon , the details browser displays a table on the left and a details panel on the right. You can left-click on individual values in the details panel to filter by the linked value.

In most cases, you must have full access rights to display the insight details browser.

Modifying insight graphs and charts

To see the options for a chart or graph within an insight, click (View options) in the right corner of the graph or chart view.

For trend graphs, you usually have the following options:

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show or hide a trend line
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show or hide a projection line
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apply smoothing (over a seven-day period)

If smoothing has been applied to a graph or chart, the word Smoothed appears in the top right corner.

How is smoothing applied to a graph?

The UC Analytics smoothing function uses a simple moving average calculation over a seven-day window. On a smoothed graph, each data point represents an average of the previous seven days including the current day.

As a result, a smoothed graph for a specified date range will include data points from before the date range to calculate the averages for the first six points on the graph.

By applying a moving average over a seven-day window, UC Analytics avoids weekly low points (such as weekends or other low activity periods) in your data. Since low points are averaged with periods of normal activity, the resulting trend line shows a more constant curve without recurring drops.

 
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NOTE: The total number of data points shown in the legend does not include the numbers from previous seven days. The total shows only the number for the selected date range.

Customizing tables in insights

You can customize the tables in insights. This feature is available for insights that show tables, either as the entire insight or as a view within a main insight. You cannot customize tables in the details browser. For information about the details browser, see Drilling down to detailed information .

You use the customize option to modify tables including:

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specifying the number of rows to be included in the table
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inserting and removing columns
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renaming column headings
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changing the displayed units of measure
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rearranging the order of the columns in the table
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changing the sort order for columns that show numeric values
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showing or hiding columns that contain aggregate calculations.
An aggregation operation calculates a single value from a collection of values. An example of aggregated data would be the total volume of received email or the average duration of peer-to-peer calls.

You must add an insight to your home page to save your customizations (Add to Home Page).

To access the customize options
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Click (Customize) in the right corner of an main insight that consists only of a table or in the right corner of a table within an insight.
The table definition is displayed that shows the columns currently in the table, the units (if any), and the current sort order (ascending or descending).

Inserting additional columns in tables

You can customize the tables in main insights by inserting additional columns of information or removing columns. This feature is available for main insights that show tables, either as the entire insight or as a view in a main insight.

To add columns to an insight table
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Click (Customize) in the right corner of the insight (or at the right corner of a table view in a composite insight).
A table definition is displayed that shows the columns and the table sort order currently set for the insight.
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Click Manage field columns at the bottom of the COLUMNS list.
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Select the columns you want from the list of fields and click Apply.
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If you want to customize the column heading, click the display name and enter the column heading you want.
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If you want to change the measurement units that are used for a particular field, click the unit.
For example, suppose a Size field is shown in MB and you want to change it to GB. Click MB in the table definition and select GB from the dropdown list.
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To reorder the columns, drag a column to the position that you want.
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When you have finished adding columns, click Apply.
The modified insight is displayed.
To remove columns from an insight table
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Click (Customize) in the right corner of the insight.
A table definition is displayed that shows all the fields and the sort order for the detailed table that comprises the insight.
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Click beside the column that you want to remove from the insight table and click Apply.
What are the different types of columns?

When you add columns to a table view in an insight, you can insert field columns and metric (calculated) columns.

When you click (Customize) icon on a table view, the columns used in the view are displayed. The different column types are identified by an icon to the left of the column name when you are viewing the insight definition page. In the COLUMNS list, the icons beside the column names indicate if the column is a field column or a metric (calculated) column.

A field column such as Company name has an icon consisting of two boxes connected by a right-angle:

A metric (calculated) column that shows a calculated total such as Received Messages has an icon of a stylized formula F(x):

On the table definition page, you can easily see all the metric (calculated) columns that are included in an insight by clicking Show/hide calculation columns.

Inserting a chargeback cost column

If you have defined chargeback costs for entities such as Exchange email messages and mailboxes or Skype for Business/Lync peer-to-peer sessions, conferences, and voice calls, you can insert a column that shows the calculated chargeback cost in the detailed insights.

See the following procedure for an example.

To add a chargeback cost column in the Skype for Business/Lync Conferences - Details insight
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In the library, type Details in the Search field.
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From the list of details insights, find the Skype for Business/Lync Conference - Details insight and click Add to Home Page.
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Click to display your home page.
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Open the Skype for Business/Lync Conference - Details insight and click in the top right corner.
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Click Manage field columns.
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Select the Show advanced fields check box.
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Select Chargeback Cost from the list of fields and click Apply.
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On the table definition page, click Apply.
The Chargeback Cost column is added to the insight.
Inserting columns in grouped tables

In some table views, you can change the grouping for the aggregated data through a selection field at the top of the view. For example, in the Email - Activity insight, in the Messages by Internal Senders and in the Messages by Internal Recipients, you can select the “top” grouping for the data.

In the Messages by Internal Senders you can group by Top Sender Department, Top Sender Name, Top Sender Office, Top Sender Country or Region, and so on.

When you click in the top right corner of the table view to customize it, you can insert additional columns in the table. However, in most tables, the insertable columns are attributes of an individual (such as sender or recipient). To have data appear in the columns, you must group by the individual (Top Sender Name or Top Recipient Name).

If you insert columns for individual attributes, such as Job Title or Telephone Number, into a table that is grouped by an aggregated entity (such as department, office, country, and so on), the aggregated entity does not have that attribute. The column is inserted but contains no data and the heading is dimmed. If you change the grouping to an individual, such as Top Sender Name, the columns are populated with data.

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