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    • Analytics, Intelligence, and Reporting
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    Home London Analytics, Intelligence, and Reporting Analytics, Intelligence, and Reporting Performance Analytics Visualize Performance Analytics data Performance Analytics widgets Text analytics and text widgets Create a text widget

    Create a text widget

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    Create a text widget

    To help analysts visualize any patterns in user-entered text in an indicator, create a word cloud visualization in a text widget.

    Before you begin

    Text indexing must be configured for the relevant indicator source, and this configuration must include the relevant indicator.

    Text analytics is available only with the licensed version of Performance Analytics.

    Note: To view the dashboard, users must have the pa_viewer role or a role that contains pa_viewer.

    Role required: pa_power_user or admin

    Prerequisites
    Set up text analytics

    About this task

    The Text widget provides a word cloud for visualizing the frequency of words and phrases.
    Figure 1. Word cloud visualization - text widget
    Word cloud of text from open incidents, top half

    Procedure

    1. Navigate to Performance Analytics > Widgets and click New.
    2. In the Name field, give the widget a name that reflects the information being displayed.
    3. In the Type field, select Text.
      If you change the value of Type after you fill in other fields, those fields are cleared.
      Word Cloud is automatically selected as the Visualization.
    4. In the Indicator field, select the main indicator for which you want to analyze text.
    5. (Optional) Fill in any of the following fields:
      Table 1.
      Field Description
      Breakdown and Element Only text that is associated with the specified element of the specified breakdown is analyzed. Select values for both Breakdown and Element. Otherwise, only text that is not associated with any element of the breakdown is shown.
      2nd Breakdown and Element Drill down to a second level of breakdown and element, if a first-level breakdown and element have been specified.
      Follow element Applies only when this widget is placed in a "breakdown dashboard." Select this option for the widget to follow the element that the user selects interactively on the dashboard. See Using breakdowns on dashboards.

      Selecting this option removes the ability to set a second breakdown and element on the widget.

      Follow breakdown Breakdown dashboard configurations specify breakdown sources, not specific breakdowns. The same breakdown source can be used for multiple breakdowns. Therefore, select this option to set which of the possible breakdowns to follow.

      For example, consider the indicator Number of open incidents. This indicator uses two breakdowns: Assigned to, and Created by. Both breakdowns are based on the Users.Active breakdown source. You create a widget for this indicator and you select Follow element on this widget. You also need to select Follow breakdown and specify either the Assigned to or the Created by breakdown.

      This option is available only if Follow element is selected.

    6. (Optional) Set any of the display settings.
      FieldDescription
      Default field If multiple fields are selected in the text index configuration, this field appears by default.
      Cut-off Minimum number of occurrences of a word for it to be included in the cloud.
      Limit Maximum number of words to show.
    7. Click Submit.

    What to do next

    • Add the widget to a dashboard.
    • The admin gives the pa_viewer role to users who need to view the widget. The dashboard containing the widget still has to be shared with these users.
    • Text analysis uses special steps in the data collection job. If no data is available for the widget, verify that the relevant data collection job has run and that the job collects text indexes. See Collect initial text analytics data.
    • Filter the word cloud by keywords.
    Previous topic
    • Search text for phrases
    Next topic
    • Save keywords for text analytics

    Tags:

    Feedback
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    Release version
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      Create a text widget

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Create a text widget

      To help analysts visualize any patterns in user-entered text in an indicator, create a word cloud visualization in a text widget.

      Before you begin

      Text indexing must be configured for the relevant indicator source, and this configuration must include the relevant indicator.

      Text analytics is available only with the licensed version of Performance Analytics.

      Note: To view the dashboard, users must have the pa_viewer role or a role that contains pa_viewer.

      Role required: pa_power_user or admin

      Prerequisites
      Set up text analytics

      About this task

      The Text widget provides a word cloud for visualizing the frequency of words and phrases.
      Figure 1. Word cloud visualization - text widget
      Word cloud of text from open incidents, top half

      Procedure

      1. Navigate to Performance Analytics > Widgets and click New.
      2. In the Name field, give the widget a name that reflects the information being displayed.
      3. In the Type field, select Text.
        If you change the value of Type after you fill in other fields, those fields are cleared.
        Word Cloud is automatically selected as the Visualization.
      4. In the Indicator field, select the main indicator for which you want to analyze text.
      5. (Optional) Fill in any of the following fields:
        Table 1.
        Field Description
        Breakdown and Element Only text that is associated with the specified element of the specified breakdown is analyzed. Select values for both Breakdown and Element. Otherwise, only text that is not associated with any element of the breakdown is shown.
        2nd Breakdown and Element Drill down to a second level of breakdown and element, if a first-level breakdown and element have been specified.
        Follow element Applies only when this widget is placed in a "breakdown dashboard." Select this option for the widget to follow the element that the user selects interactively on the dashboard. See Using breakdowns on dashboards.

        Selecting this option removes the ability to set a second breakdown and element on the widget.

        Follow breakdown Breakdown dashboard configurations specify breakdown sources, not specific breakdowns. The same breakdown source can be used for multiple breakdowns. Therefore, select this option to set which of the possible breakdowns to follow.

        For example, consider the indicator Number of open incidents. This indicator uses two breakdowns: Assigned to, and Created by. Both breakdowns are based on the Users.Active breakdown source. You create a widget for this indicator and you select Follow element on this widget. You also need to select Follow breakdown and specify either the Assigned to or the Created by breakdown.

        This option is available only if Follow element is selected.

      6. (Optional) Set any of the display settings.
        FieldDescription
        Default field If multiple fields are selected in the text index configuration, this field appears by default.
        Cut-off Minimum number of occurrences of a word for it to be included in the cloud.
        Limit Maximum number of words to show.
      7. Click Submit.

      What to do next

      • Add the widget to a dashboard.
      • The admin gives the pa_viewer role to users who need to view the widget. The dashboard containing the widget still has to be shared with these users.
      • Text analysis uses special steps in the data collection job. If no data is available for the widget, verify that the relevant data collection job has run and that the job collects text indexes. See Collect initial text analytics data.
      • Filter the word cloud by keywords.
      Previous topic
      • Search text for phrases
      Next topic
      • Save keywords for text analytics

      Tags:

      Feedback

          Share this page

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