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  1. Log into Experience Manager.

  2. Select a project.

  3. Select Insights from the left-hand side menu bar.

  4. Enter the login credentials in on the Orbita Insights login page.

    Note: The session timeout period for Orbita Insights is 30 minutes. Post 30 minutes of inactivity, the user must log in to continue using Orbita Insights.

  5. Upon login, the landing page will be the Voice Agent Dashboard of the project for which the Analytics data is queried for.

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You can interactively explore your data from the Discover page. You have access to all documents in every index that matches the selected index pattern. You can submit search queries, filter the search results, and view document data. You can also see the number of documents that match the search query and get field value statistics. If a time field is configured for the selected index pattern, the distribution of documents over time is displayed in a histogram at the top of the page.

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Query Search

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bar

You can search for the indices that match the current index pattern by entering your search criteria in the Query bar.

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The applied filters are shown below the Query bar. Negative filters are shown in red.

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To add a filter from the Fields list

  1. Click the name of the field you want to filter on. This displays . Each field displayed in the selected fields section will show the top five values for that field.

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  2. To add a positive filter, click Positive Filter. This includes only those documents that contain that value in the field.

  3. To add a negative filter, click Negative Filter. This excludes documents that contain that value in the field.

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  1. Expand a document in the Documents table by clicking Expand to the left of the document’s table entry.

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  2. To add a positive filter, click Positive Filter to the right of the field name. This includes only documents that contain that value in the field.

  3. To add a negative filter, click Negative Filter to the right of the field name. This excludes documents that contain that value in the field.

  4. Toggle (display/not display) the field column in the document table.

  5. To filter on whether or not documents contain the field, click Exists to the right of the field name. This includes only those documents that contain the field.

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  1. Click Add a filter. A popup is displayed for you to create the filter.

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  2. Choose Select a field to filter byfrom the dropdown. This list of fields includes fields from the index pattern you are currently querying againstselected.

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  3. Choose an operation for your filter. You will see the Value field if you choose is, is not, is one of, is not one of operators.

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  4. Choose the values for your filter.

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  5. Toggle the create a custom label for the your filter. If you specify a label, it is displayed below the query bar instead of the filter definition.

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  6. Click Save. The filter will be applied to your search and be displayed below the query bar.

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Managing a filter

To modify a filter, hover over it and click one of the action buttons.

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Enable Filter

Disable the filter without removing it. Click again to re-enable the filter. A checkbox with a tick indicates the filter is enabled.

Pin Filter

Pin the filter. Click on the filter to get the action dropdown menu.

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Pin across all apps

Pinned filters persist when you switch contexts in Orbita Insights.
For example, you can pin a filter on the Discover page, and it remains in place when you switch to the Visualize page. Note that a filter is based on a particular index field—if the indices being searched don’t contain the field in a pinned filter, it has no effect.

Invert Filter

Switch from a positive filter to a negative filter and vice-versa.

Remove Filter

Remove the filter.

Edit Filter

Edit the filter definition. This enables you to manually update modify the filter and specify a label for the filterdefinition.

You can edit a filter by changing the field, operator, or value associated with the filter (see the Add Filter section above), or by directly modifying the filter query that is performed to filter your search results. This enables you to (Edit as Query DSL). The Edit Query DSL will let you create more complex filters that are based on with multiple fields and conditions.

  1. To edit the filter query, click the edit button for the filter, then click Edit as Query DSL.

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  2. You can then edit the filter query for the filter.

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Exclude results

From all the

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documents, the filtered results will be excluded i.e; switching the filter from positive to negative. You will now see an option to Include results that will do just the opposite.

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Temporarily disable

Disable the filter without removing it. Click again to re-enable the filter.

Delete

Removes the filter.

Document Table

When you submit a search query, the 500 most recent documents that match the query are listed in the Documents table. You can configure the number of documents shown in the table by setting the discover:sampleSizeproperty in Advanced Settings. By default, the table shows the localized version of the time field configured for the selected index pattern and the document “_source. You can add fields to the Documents table from the Fields list. You can sort the listed documents by any indexed field that’s included in the table.

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