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Settings and filters for Explore the stats

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Important

This article is for the legacy Workplace Analytics app and does not reflect functionality available on the updated Viva Insights platform. Access current documentation for Viva Insights advanced insights here: advanced insights documentation.

You can select Settings and filters to view Page settings on the right side of an Explore the stats page in Viva Insights. You can use these settings to change the date range, the way to group time investors (a grouping of employees that is used in queries), and the filter for active, inactive, or all employees.

Settings and filters.

Page settings.

When you change the chart settings, they apply to all the chart data. For example, when you set the chart to group by Organization, all charts in all sections are grouped by organization.

To apply or reset settings

After you change a setting or add a filter, select Apply at the upper-right to apply the settings to the chart data. Or to change back to the default settings, select Reset.

Apply button.

To save custom settings

After you change page settings or filters:

  • Select the ellipsis (...) next to Page settings > Save current settings to save them for later use.

Save settings.

  • In Page settings, select the ellipsis (...) next to Chart settings > Apply to page settings to save specific chart settings, such as with the drill down or exclude chart tools.

Chart settings.

The next time you view Explore the stats data in Viva Insights, it shows the charts with the default page settings and filters. To view the custom chart settings saved from earlier, select the ellipsis (...) next to Page settings > Load saved settings.

To change the date range

  1. In Page settings, expand Date range.
  2. In Date range, select a year and then select a month.
  3. The selected month shows more detail for selecting one or more weeks.
  4. Select Apply (upper right) to apply these changes to all charts.

Note

The date range options encompass the most recently uploaded and processed data with the following logic:

  • A week is defined as Sunday to Saturday, and date ranges are adjusted to span the first Sunday to the last Saturday of the selected range.
  • For a week that starts in one month and ends in the following month, the data is associated with the month in which the week begins.

To change or add filters

By default, the Explore the stats data is filtered to show active employees only. Active employees who sent at least one email or instant message during the set date range (the time period set for the query).

Employee page filter.

  1. In Page settings, expand Measured employees.

  2. In Group by, select the organizational attribute to use in all charts.

  3. Next to Filters, select the Edit (pencil) icon.

  4. In Edit page filters, you can change the Employees filter:

    • All employees - Includes inactive and active employees for the set date range.
    • Active only - Includes only active employees who have sent at least one email or instant message for the set date range.
    • Inactive only - Includes only those inactive employess who have not sent at least one email or instant message for the set date range.

  5. Select Add filter to add one or more additional filters.

  6. Select Apply (upper right) to apply these changes to all charts.

To change the number of groups

  1. To open the Page settings panel, expand Max groups.
  2. Use Max groups to set the number of groups you want the charts to show.
  3. Select Apply.

Note

You can change Max groups by increments of five groups each way. The minimum setting is 10 and the maximum is 100.

Time investors

This section is only available for applicable Explore the stats, such as External collaboration. Time investors are the people in your company who have been assigned a Viva Insights license.

By default, Time investors are grouped by organization, but you can also group them by domain, engagement, or other options. The settings you select in the this section only apply to time investors.

Collaborators

This section is only available for applicable Explore the stats, such as External collaboration. You can use the Collaborators section to group users by Collaborators, which are people with whom time investors have had an interaction. If you group by Collaborators, the settings you select only apply to Collaborators. Currently, the Collaborators section supports grouping by domain only.

Note

Currently, you cannot apply the Collaborators filter for the External network size, External network breadth, and bubble charts in the Network section. However, it does apply to all the other charts on the page.