Mastering Charts: A Step-by-Step Guide
Introduction (Overview)
Charts (Custom Analytics) is a powerful feature in the Ender Turing platform that enables users to create customized analytical visualizations. This feature addresses the common need for personalized analytics, allowing deeper insights into customer interactions, quality assurance, and speech analytics.
Key benefits:
Deep Customization: Create charts and tables that precisely match your analytical requirements
Enhanced Flexibility: Add, remove, and filter data rows, and group data by a wide array of parameters (e.g., day, week, agent, queue, topic, etc) to uncover specific insights
Increased Efficiency: Quickly duplicate and modify existing rows configurations using the "create based on existing row" feature, saving significant time
Versatile Visualization: Choose from various chart types, including bar charts, stacked charts, horizontal bar charts, and line charts, to best represent your data
See the video guide below on creation, main functionality, and editing:
Prerequisites
Users should have access to Ender Turing’s advanced analytics or reporting modules. See the Roles help section to tune your roles and Permissions
Basic familiarity with creating and editing charts within Ender Turing. See help materials on Basic Charts functionality.
Step-by-Step Guide to Using the Feature
Follow these instructions to create and manage Charts:
Step 1: Accessing Charts
Navigate to the Charts section within your Ender Turing dashboard.
You will see the Charts workspace, ready for configuration.
Step 2: Creating a New Chart
Click the Create New Chart button located in the upper-right corner.
Enter a descriptive name for your chart in the Chart Name field.
Step 3: Configuring Chart Data
Configure Data Table Rows:
Add Rows: Define the data for each row in your table. Apply filters using the same logic found elsewhere in Ender Turing (e.g., based on conversation properties, complaints, duration, word counts, agents, tags).
Remove Rows: If a template is used or rows are no longer needed, you can remove them.
Edit Rows: Modify the filters for existing rows to refine your data.
View Filters: You can inspect the filter criteria applied to each row to understand the data it represents by hovering your mouse over the row's Name.
Group Your Data: Above the table, use the dropdown menu to group the data by various parameters such as Day, Week, Month, Agents, Queues, CRM Statuses, First Call Resolution, Topic, etc. This allows you to aggregate and compare data across different dimensions.
Customizing Chart Appearance
Choose your preferred color scheme and visual settings.
Adjust labels, axis titles, and legend positioning using the provided configuration fields.
Preview your chart in real-time to verify that the appearance meets your requirements.
Step 5: Saving and Publishing Your Chart
Review the configuration and visuals carefully.
Click the Save button to finalize your chart.
Your newly created chart is now accessible in your workspace for ongoing analysis.
Tips for Effective Use / Best Practices
Regularly update and refine charts to reflect current business priorities and data.
Use clear, descriptive naming conventions to keep your workspace organized.
Experiment with different visualization types to identify the best representation for your data.
Conclusion / Next Steps
The Charts feature provides a flexible and intuitive way to visualize and analyze your data. Now that you’ve mastered creating basic charts, consider more advanced techniques from Charts - Expert Mode.
Explore integrating these advanced charts into your broader analytics workflow, or check out our guide on Integrating Charts into C-Level Boards to enhance your insights further.