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Learn the Basics for using icons and options for Business Intelligence (BI) regarding your

Symphony statistics for Meetings, Rooms and more

Symphony - Analytics Feature Walk-through 4.7 A Guide to utilizing the Analytics (Business Intelligence) Options

in Symphony

Notices

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Symphony Analytics Guide ©2019 AVI-SPL, Inc. All Rights Reserved. 1 | P a g e

Table of Contents

1 INTRODUCTION ............................................................................................. 2

2 ANALYTICS - DASHBOARDS (BUSINESS INTELLIGENCE) OVERVIEW ................ 2

2.1 ALL DASHBOARDS - SAMPLES AND DESCRIPTIONS ............................................................. 3

2.1.1 Savings Analytics Dashboard ..................................................................................... 3

2.1.2 Meetings Analytics Dashboard .................................................................................. 4

2.1.3 Room Analytics Dashboard ........................................................................................ 5

2.1.4 Tickets Analytics Dashboard ...................................................................................... 6

2.1.5 Issues Analytics Dashboard ........................................................................................ 7

3 FEATURES WALK-THROUGH .......................................................................... 8

3.1 WHAT IS A WIDGET? ................................................................................................... 8

3.1.1 What are Card Widgets? ............................................................................................ 8

3.2 LAUNCHING ANALYTICS ................................................................................................ 9

3.3 DASHBOARD TOOLBAR FEATURES .................................................................................. 9

3.3.1 Filter Dashboard by Dates (Date Range) .................................................................. 10

3.3.2 Metric Selections ..................................................................................................... 10

3.3.3 Filter Property Selections ......................................................................................... 12

3.3.4 Other Dashboard Options ........................................................................................ 13

3.4 WIDGET KEY FEATURES .............................................................................................. 16

3.4.1 Gears Icon - What to Analyze .................................................................................. 16

3.4.2 Rooms Widget Types ............................................................................................... 18

3.4.3 Slider Options ........................................................................................................... 21

3.4.4 Graphic Visualization ............................................................................................... 22

3.4.5 Widget Options Toolbar ........................................................................................... 23

3.4.6 Drill-up and Drill-down Data .................................................................................... 23

3.4.7 Widget Filters ........................................................................................................... 24

3.4.8 Widget Focus............................................................................................................ 25

3.4.9 Exporting Widget Data ............................................................................................. 27


1 Introduction

Symphony offers a business intelligence (BI) module. This document describes how you can obtain various Analytics for Symphony which utilizes the Microsoft Power BI (business intelligence) product.

Symphony Analytics provide you with robust reporting tools to understand how your business utilizes the Symphony platform enabling you to make better business decisions. A basic walk-through explains the key features for Symphony Analytics (Dashboards).

2 Analytics - Dashboards (Business Intelligence) Overview

Symphony provides interactive Analytic Dashboards. The dashboards provide robust customizable reporting options to users in real-time to display key performance indicators and key data points for monitoring Symphony health. You can export specific results to .csv (comma separated value) or and Excel spreadsheet format.

Analytic dashboards and tabular (table) Report data comprise Symphony reports. The dashboard display is based on your account selection(s) within Symphony when you are managing more than your own account, (i.e., the Filtered Accounts selected).

Figure 1: Selecting Symphony Accounts


2.1 All Dashboards - Samples and Descriptions

2.1.1 Savings Analytics Dashboard

This dashboard allows you to analyze savings (Travel Distance, Carbon Saved and Money Saved) when utilizing Video Conference Meetings instead of traveling.

Figure 1: Travel Savings Report Sample


2.1.2 Meetings Analytics Dashboard

This dashboard allows you to analyze meetings managed by Symphony. The dashboard shows a heat map in the lower right widget entitled Per Hour (UTC).

Figure 2: Meeting Analytics Dashboard


2.1.3 Room Analytics Dashboard

This dashboard allows you to analyze rooms by Symphony. The map feature shows Symphony managed and unmanaged rooms.

Figure 3: Rooms Dashboard


2.1.4 Tickets Analytics Dashboard

This dashboard allows you to analyze tickets. Figure 4: Tickets Dashboard Sample


2.1.5 Issues Analytics Dashboard

This dashboard allows you to analyze issues. An issue is a field associated with tickets determining the type of issue encountered, (e.g., auto launch failed, communications/device issues etc.). You can analyze events which are also associated with tickets.

Figure 5: Issues Dashboard Sample


3 Features Walk-through

This section shows you the key features and options for utilizing the Analytic dashboards. The dashboard is comprised of widgets.

3.1 What is a Widget?

A widget, in this context, represents a box or pane on the dashboard. You can customize the focus, data scope and visualization of various dashboard and widget data. The widget shown is located on the Meetings Dashboard.

Figure 6: Sample Widget (box) on Meetings Dashboard

3.1.1 What are Card Widgets?

The solid colored widgets which display totals are called cards. For example:

Figure 7: Card Widgets on Meetings Dashboard

You can customize the dashboard, widget and card widget data and graphics displays as desired for analysis.


3.2 Launching Analytics

1. From the Symphony Admin View, navigate to Analytics. You can click the top right arrow to expand/collapse the Analytic dashboards available.

2. Click on an analytics category, in this case Meetings.

Figure 8: Analytic Dashboards Available

3.3 Dashboard Toolbar Features

This section discusses the key features and options available to the entire dashboard. For example, the top toolbar on the dashboard options display as shown.

Figure 9: Dashboard Toolbar

1. You can place your mouse over an option or icon to view tool tip definitions.


2. You can click on icons or options to modify the dashboard display. The following sections describe the key dashboard features.

NOTE When you navigate away from the dashboard, the default view of the dashboard is restored, (i.e., your changes are NOT saved).

3.3.1 Filter Dashboard by Dates (Date Range)

1. You can click the Date Range option on the dashboard toolbar to filter data for the days between specific dates selected, (includes days selected).

3.3.2 Metric Selections

1. You can change what you want to analyze, (i.e., the main [primary] metric used to

display dashboard data), by clicking the gears icon on the dashboard toolbar. The What do you want to analyze screen displays.

Figure 10: Meeting Metrics Selection Criteria

1. Click the type of data you want to analyze.


2. Next, click the options displayed depending on the type selected.

a. For example, by clicking Meeting Duration button you can choose whether to show the Total Number of minutes for Meeting Duration, the Average Meeting Duration, or use the Back arrow to Cancel the action.

b. The dashboard displays the widgets according to your specification. In this case

Average Meeting Duration was chosen. The dashboard contains the new dashboard name Average Meeting Duration) and the widgets associated with Meeting Duration are shown in terms of minutes, days, etc. depending on the widget.

c. You can point to a metric on the graphics to enlarge the statistic as shown, e.g. Average Meeting Duration for Cisco device.

Notice the card 1 widget in the top right corner now reflects Average Meeting Duration in minutes:

.

Figure 11: Meetings Dashboard after Period Metric Change


3.3.3 Filter Property Selections

Each type of dashboard has its own filtering data properties (fields) and selection criteria. The default filtering criteria is All data. You can narrow the scope of the data using the filter option.

1. You can select how you want to filter the data by clicking on the icon.

2. Press the back arrow (top right) to return to the previous screen.

Figure 12: Dashboard Filtering Criteria (Meetings Dashboard)

a. For example, click the down arrows next to a property displayed to display the selections, (i.e., change from default value All).

b. Click on a selection from the list, in this case, April 2019 was selected for Period. You

can reset the selection to All by clicking the eraser icon . Figure 13: Meetings Dashboard Filtering: Period Field Selection Criteria


c. Next, click the back arrow on the right to display the dashboard with the customized filter data, (April 2019).

Figure 14: Meetings Dashboard: Modify Period Property to April 2019

3.3.4 Other Dashboard Options

You can perform other dashboard options such as full screen mode or printing the dashboard.

1. You can click the ellipsis icon for more options (top right).

a. Next, select full screen mode or print the page using the drop-down icons.


You can also see various detail report data using links shown on the dashboard. For example, navigate to Analytics > Meetings dashboard and see the detail links available on the bottom left of the screen .

Figure 15: Meetings Dashboard

1. You can click the details icon to view the detail report.

Figure 16: Details Report


2. To sort the report, hover over a field and click the arrow ( )under the field label (up or down) to sort data in ascending or descending order respectively.

Figure 17: Sort Report by Field in Ascending Order Sequence


3.4 Widget Key Features

This section discusses the key features and options available to the widgets on the dashboard. The widgets offer a variety of features depending on the type of widget.

3.4.1 Gears Icon - What to Analyze

1. For example, you can click the gears icon to change the category being analyzed for the widget.

Figure 18: Gears Icon on Widget

This screen renders.

Figure 19: What do you want to analyze (Metrics)

2. Click the Per VIP Meeting button to display the statistics.


Figure 20: Per VIP Meeting Metric applied to Widget

3. You can change the default property/category on the card widgets by clicking the gears

icon in the top left corner. The data displayed depends on the dashboard you are utilizing. For example, the Meetings Card 2 widget (Total Number of Participants) is displayed by default:

4. Clicking the icon displays this screen.

Figure 21: Customize Card Widget


2. Select a button to change what appears on the card, such as Call Rate.

3.4.2 Rooms Widget Types

The Rooms Locations widget displays a map of the rooms for the Symphony account(s).

Figure 22: Rooms Location Widget

1. Point your mouse to a point (dot) on the map to see what the dot represents.


Figure 23: Location/Room Data

2. By clicking the gears icon (top left), you can select the graph desired.

Figure 24: Graph Selection Criteria

3. Click on a graph type.

a. Room Coverage allows you to monitor service contracts expirations, device warranty expirations and device lease expirations. This feature allows you to proactively plan to ensure device and room coverage does not expire.


Figure 25: Room Coverage (Monitor Expirations)

b. Room Downtime allows you to monitor your room availability.

Figure 26: Room Downtime Monitoring


5. Finally, Room Types provide visualization of your different room types.

Figure 27: Room Types Graphic Display

The number of meetings by Room Name card offers you a list of the room usage frequency (most and least used rooms).

1. You can click on the icon to change order.

Figure 28: Room Name Card shows Room and Meeting Usage

3.4.3 Slider Options

The various dashboards such as Meetings and Savings Dashboards contain slider options.

1. Click the slider buttons to change the statistical data displayed in a widget.


Figure 29:Meetings Dashboard: Per Date Widget (Pop Option Slider Results)

2. For example, click the white circle to switch the slider from PoP (Period over Period) results instead of Year over Year (YoY) as shown above.

3.4.4 Graphic Visualization

To change the appearance of the widget by clicking the chart visualization icons offered for the widget. You can find these icons below on various widgets in dashboards depending on widget type. You can point at the icons for tool tip descriptions.

➢ vertical bar graph.

➢ plotted graph

➢ Heat map

➢ Circular graph

1. For example, change from a vertical bar chart graphic to a plotted graphic by clicking the

icon.


Figure 30: Plotted Graph (changed from Bar chart)

3.4.5 Widget Options Toolbar

You can hover your mouse over a widget to display available toolbars. Point to an icon on the toolbar to display tool tips. The tools displayed depend on the widget data, not all widgets have a toolbar.

1. For example, selecting Analytics > Tickets and hovering over the Running Tickets Count

by Date widget renders the following widget toolbar .

Figure 31: Widget Toolbar

3.4.6 Drill-up and Drill-down Data

The widget data can be totaled and displayed differently by drilling-up or drilling-down into the data, (i.e., changing data scope).

1. Click the up arrow icon on the widget toolbar to change the display. In this scenario, the data rolls up to monthly display rather than daily and changes the widget graphic rendered.


Figure 32: Widget Toolbar: Drill-up/Down (Change Data Scope)

2. You can click the drill-up arrow again to roll up the data further on the graphic. 3. You can drill-down deeper into the data rendered on the graphic by clicking the drill

down arrows .

3.4.7 Widget Filters

1. Clicking the filter icon displays the following property information. In this case, there are multiple accounts (see Account Name) utilized to render the visual data, (e.g., Antibes LLC and AVI Development INT).

Figure 33: Widget Filter Data


3.4.8 Widget Focus

To focus on the widget data means you can enlarge the graphic and you can display the detail data used to create the graphic.

1. Click the Pop out icon to display the graph and more options. In this example, the image and another toolbar display.

Figure 34: Widget Focus Option and Toolbar

2. You can click the ellipsis icon and export data or show data details.


This example shows the supporting detail data vertically by clicking the switch layout icon .

Figure 35: Display Table data Vertically


3.4.9 Exporting Widget Data

1. The ellipsis icon allows you to export the data to xlsx (Excel) or to a .csv (comma separated value) format. You have the option to export summarized or underlying (detail) data.

Figure 36: Widget Ellipsis Icon: Export Data

Figure 37: Export Data via Excel Spreadsheet (Summarized)

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