📝 NOTE: It is assumed you know how to create custom Dashboards and Charts, and have an understanding of chart Types, Presets, and Metrics. If not, read this article before proceeding.
When building your own Dashboard Charts, you can pull data from various data sources to view different types of analytics events.
- In this article, we're going to focus on the Articles, Article modifications, and Article reactions data sources, which track Knowledge Base activity across your Higher Logic Vanilla (Vanilla) community.
Articles-based Data Sources overview
The articles-based data sources make it easy for you to construct charts that provide insight into the activity in, and reactions to, your community's Knowledge Base articles. The data source options are described in this section to help you decide which one is best for the data that you want to chart.
✔️ TIP: The grouping and filtering settings are described later in this article.
Articles
The Articles data source is ideal for gathering high-level information about the Knowledge Base articles being added to your community. The query can be article-, user-, or date-based.
Examples
- Group or filter data by User Name to know who is adding Knowledge Base content
- Group data by Article Name to see which articles have been added
Article modifications
This data source focuses on any changes that have been made to your Knowledge Base articles. The query is similar to Articles but can be further grouped by Type and/or Locale.
Examples
- Filter data by Article Name or Article ID to see how many changes have been made to an article
- Group data by User Name, Role, or ID to see who is editing your articles
- Filter or group data by Article Locale to see how many changes were made to article translations
Article reactions
Article reactions is a great way to pull data on how users in your community are reacting to your Knowledge Base content via the "Was this Article Helpful?" prompt.
Examples
- Filter data by Article Name or Article ID to see how many users reacted to that article
- Group data by Reaction to compare how many users reacted with "Yes" (article is helpful) vs "No" (article is not helpful)
- Group data by Article Name and Reaction and then filter to a User Name to see which articles that user has reacted to and how
Filter Chart data
✔️ TIP: You can add one or multiple Group By and Filter options to dissect the data how you see fit. Generally speaking, you'll select Group By options to view a specific slice of data, and, if needed, use Filters to dig deeper.
Customize what data displays in a Chart with the Group By and Filter options.
- The Group By options (available for pie graphs, line graphs, bar graphs, and tables) enable you to focus the results on articles, users, dates, type, and reaction.
- You can add Filters to your query to drill into or to exclude data based on the same set of options.
Let's learn about the Group By and Filter options.
📝 NOTE: These options can be used both to group and filter data.
Group By & Filter options
The options are very similar for the articles-related data sources. They are listed below and those that are unique to a data source are noted.
- Article (Article reactions)
- Article ID
- Article Name
- Knowledge Base
- Article Locale (Article modifications)
- User Role Type
- User Role Name
- User Role ID
- User Name (Article modifications, Article reactions)
- User ID (Article modifications)
- Date Inserted
- Date Updated
- Type (Article modifications, Article reactions)
- Reaction (Article reactions)
Article data
You can group and/or filter article-activity data based on articles.
- Article-based data can be further refined by name, locale, and/or ID parameters.
Knowledge Base
You can group and/or filter article-activity data based on individual knowledge bases.
- By default, all knowledge base data is grouped together, even if you have multiple knowledge bases. This option, however, enables customers with multiple knowledge bases to better understanding and track engagement activity unique to each of them.
User data
You can group and/or filter article-activity data based on user actions.
- User-based data can be further refined by name, role, and/or ID parameters.
Date data
You can group and/or filter article-activity data based on when Knowledge Base articles were created, modified, and/or received reactions.
Type data
You can group and/or filter article-activity data based on the types of reactions that Knowledge Base articles have received.
Reaction data
You can group and/or filter article-activity data based on Knowledge Base articles that have received reactions.
