会议排除规则:工具和概念Meeting exclusion rules: Tools and concepts

本文介绍可帮助您在工作区分析中创建和使用会议排除规则的屏幕元素和概念。This article describes screen elements and concepts that will help you create and use meeting exclusion rules in Workplace Analytics. 有关分步演练,请参阅 会议排除规则:演练For step-by-step walkthroughs, see Meeting exclusion rules: Walkthroughs.

在排除创建流程的每个步骤中,您将看到一个页面,如下所示。At each step in the exclusion-creation flow, you'll see a page, such as the following.

交互工具

在以下各节中,您将了解有关在排除创建步骤中使用的页面的详细信息。In the following sections, you'll learn more about the pages you use in the exclusion-creation steps.

进度摘要Progress summaries

进度栏Progress bar

页面顶部的进度栏跟踪您在流中的位置:The progress bar at the top of the page tracks where you are in the flow:

进度栏

剩余会议的摘要Summary of meetings that remain

本部分将跟踪在排除会议时,您的分析中保留的会议和会议时间数。This section tracks how many meetings and meeting hours remain in your analysis as you exclude meetings. 此视图会在您每次前进到流中的下一步时更新。This view updates every time you advance to the next step in the flow.

这些号码可帮助您了解排除项的影响以及在当前步骤中创建排除的效果。These numbers help you understand the effects of the exclusions that are already in place and the effect of the exclusion created in the current step. 这有助于您确认是否要删除这些会议并决定要在您的分析中保留哪些会议(如果有)。This helps you confirm whether to remove these meetings and decide which meetings, if any, that you want to keep in your analysis.

在应用任何筛选器之前,100小时的会议时间仍可用于分析,这是由于工作区分析开始使用 Office 365 中的数据以来在一段时间内举行的会议的100%。Before you apply any filters, 100% of meeting hours are still available for analysis, as are 100% of the meetings that have been held in the time since Workplace Analytics began to use data from Office 365.

) 之前的会议时间摘要 (

作为 " 创建会议排除规则 " 演练中所述,在完成每个步骤并移到下一个步骤时,您将看到会议数和会议小时数在对数据应用了排除时缩短。As the Create a meeting exclusion rule walkthrough describes, as you complete each step and move on to the next one, you'll see the number of meetings and meeting hours decrease as the exclusion is applied to your data.

) 后 (会议时间摘要

Note

此计算会在你选择 " 下一 步" 并前进到下一步后更新。This calculation updates after you select Next and advance to the next step.

当前排除步骤的交互式摘要Interactive summary of the current exclusion step

页面的中间部分显示当前排除步骤的摘要:The middle section of the page shows you a summary of the current exclusion step:

页面中间

本节包含以下信息性方面:This section has the following informative areas:

  • 在左侧,你将看到此步骤涉及的会议类型。On the left, you see the types of meetings this step addresses. [!注意] 排除说明可帮助您了解当前步骤的用途。The exclusion description helps you understand the purpose of the current step.

  • 在中间,可以看到此排除将从分析中删除的会议的详细信息。In the center, you see details about the meetings that this exclusion would remove from analysis. 本节将帮助您跟踪对当前排除项所做的自定义。This section helps you keep track of the customizations you have made to the current exclusion.

  • 在右侧,您会看到当前排除步骤的效果(如果您应用了它)(即,它将排除什么百分比的会议时间和会议时间)?On the right, you see the effects of the current exclusion step if you apply it, namely: What percentage of meeting hours and of meetings would it exclude? 换句话说,此步骤对剩余会议数据产生的影响是什么?In other words, what impact would this step have on the remaining meeting data?

    Tip

    特别注意为已 _排除的会议时间_显示的数字。Pay particular attention to the number shown for Excluded meeting hours. 此指标通常比会议的百分比更重要,因为在分析会议行为的时间比会议的数量更重要时,这可能是一个更重要的指标,这可能会大大改变长度。This metric is usually more important than the percentage of meetings because time spent in meetings is a more important indicator when analyzing meeting behavior than the sheer number of meetings, which can vary greatly in length.

自定义工作区Customization working area

仍然存在的会议摘要下方,可以自定义五种排除类型中的四种:约会、大型会议、长会议和会议(按主题)。Below the Summary of meetings that remain, you can customize four of the five exclusion types: appointments, large meetings, long meetings, and meetings by topic. (" 取消的会议 " 排除类型不能自定义,但您可以选择不在规则中使用排除。 ) (The cancelled meetings exclusion type cannot be customized, but you can choose not to use the exclusion in your rule.)

您可以进行以下类型的自定义:You make the following types of customizations:

对排除项进行例外Make an exception to an exclusion

有时,默认的排除筛选出您可能想要在分析中保留的会议。Sometimes, the default exclusion filters out meetings that you may want to keep in your analysis. 您可能想要排除例外,而不删除整个排除本身。You may want to make exceptions to an exclusion without removing the entire exclusion itself. 本节中所述的工具将帮助您根据与这些会议主题行关联的关键字来确定您希望在分析中保留的会议。The tools described in this section will help you identify which meetings you may want to keep in your analysis based on the keywords associated with these meeting subject lines.

有关会议排除创建流程、约会、大型会议和长会议中的步骤2-4,可以使用 Word cloud短语表和搜索功能 (关键字搜索) 以这种方式自定义排除项。For steps 2-4 in the meeting exclusion creation flow, appointments, large meetings, and long meetings, you can use the Word cloud, a Phrase table, and search capability (Keyword search) to customize your exclusions in this manner.

Word 云Word cloud

在标题下方 标识例外 是一个 word 云,它显示会议主题行中的关键字。Below the heading Identify exceptions is a word cloud that displays keywords from meeting subject lines. 它仅包括符合当前步骤中应用的筛选条件的会议的关键字。It includes only keywords for meetings that meet the filter criteria that are being applied on the current step. 在 word 云中,关键字文本的大小越大,关键字表示的会议时间也越多。In a word cloud, the larger the size of text of a keyword, the more meeting hours the keyword represents. 您可以使用以下 受支持的语言的关键字和主题。You can use keywords and topics in the following supported languages.

Word 云的筛选器上下文始终反映您所在的步骤的筛选器上下文。The filter context of the word cloud always reflects the filter context for the step that you are on. 例如,在 " 排除小型会议 " 步骤中,在与会者人数小于或等于1的会议邀请中找到这些关键字。For example, in the Exclude small meetings step, the keywords were found in the meeting invitations where the number of attendees is less than or equal to one.

在定义排除时,如果调整筛选器上下文,则会相应地重新筛选 word 云。While you define the exclusion, if you adjust that filter context, the word cloud is re-filtered accordingly.

若要从此排除中删除关键字,请选择 word 云中的关键字,然后选择 " 发出例外"。To remove a keyword from this exclusion, select the keyword in the word cloud and then select Make an exception. 在删除之前,您可能需要了解有关它及其对数据的影响的详细信息。Before you remove it, you might want to learn more about it and its impact on the data. 若要了解详细信息,请执行下列操作之一:To learn more, do one of the following:

  • 将鼠标悬停在关键字上方可查看会议时间和会议计数。Hover over the keyword to see the meeting hours and meeting count.
  • 选择关键字。Select the keyword. 这将选择关键字,并在短语表中显示有关其会议时间影响的详细信息。This selects the keyword and displays details about its impact on meeting hours in the Phrase table. 短语表将在此步骤的后面部分进行介绍。The Phrase table is described later in this step.

您可能知道要在分析 (中保留的特定字词,即从排除) 中删除。You might know of a specific word that you want to retain in your analysis (that is, remove from the exclusion). 如果在 word 云中找不到该单词,请在标记为 " 搜索关键字" 的字段中搜索该单词。If you cannot find that word in the word cloud, search for it in the field marked Search for a keyword. 这样,您就可以搜索包含一个、两个或三个单词的短语。This lets you search for phrases that contain one, two, or three words. 如果找到关键字,则 "工作区分析" 将在 "短语" 表中显示有关从排除中删除的数据。If the keyword is found, Workplace Analytics displays data in the Phrase table about removing it from the exclusion. 若要将其从排除中删除,请选择 " 发出异常"。To remove it from the exclusion, select Make an exception.

删除异常Remove an exception

在您创建完某个单词的例外后,它会出现在 word 云的上方。After you make an exception of a word, it appears above the word cloud. 如果您改变主意,可以删除例外列表中的单词。If you change your mind, you can remove the word from the exception list. 若要执行此操作,请选择单词旁边的 XTo do this, select the X next to the word. 此示例将其返回到将排除其会议的关键字组。This returns it to the group of keywords whose meetings will be excluded.

将会议排除在

您也可以一次删除此排除项的所有例外。You can also remove all of your exceptions to this exclusion at once. 为此,请选择 " 重置"。To do this, select Reset.

短语表Phrase table

工作区分析显示一个名为 " 短语" 的表,其中包含所选的关键字Workplace Analytics shows a table named Phrases that contain the selected keyword. 此表可帮助您了解与此主题行短语或关键字相关联的会议的上下文。This table can help you understand the context of meetings that are associated with this subject-line phrase or keyword.

示例1:业务Example 1: Business

Word 云中的 "商务" 或 "营销" 一词代表您可能想要包括在分析中的会议。The words "business" or "marketing" in the word cloud represent meetings that you might want to include in your analysis. 为了帮助您做出决定,可以查看从排除项中删除此关键字 (及其会议) 的效果。To help you decide, you can see the effects of removing this keyword (and its meetings) from the exclusion. 例如,如果选择 " 业务",则 "工作区分析" 将显示在主题行中包含此单词的会议百分比以及这些会议的总小时数:For example, if you select business, Workplace Analytics shows what percentage of meetings have this word in their subject line and the total number of hours for those meetings:

百分比

在下图中,"商务" 一词是排除的例外,这意味着在您的分析中将 保留 "商务" 在其邀请主题行中的会议:In the following illustration, the word "business" has been excepted from the exclusion, which means that meetings with "business" in their invitations' subject lines will be retained in your analysis:

选定的关键字

示例2:足球Example 2: Soccer

Word 云包含您选择的 "足球"。The word cloud contains "soccer," which you select. 现在,如果短语表显示诸如 "足球实践" 或 "足球联盟" 这样的短语,这可能表示主题行中有 "足球" 的会议与不工作相关,因此适用于从分析中排除。Now, if the Phrase table shows phrases such as "soccer practice" or "soccer league," this might indicate that meetings with "soccer" in the subject line were not work-related and therefore are appropriate to exclude from analysis.

但是,如果您使用的是体育设备供应商,并且此表显示诸如 "足球产品审阅" 这样的短语,则这些会议可能是工作相关的,因此应包括在内进行分析。However, if you work for an athletic-equipment supplier and this table displays phrases such as "soccer product review," these meetings are probably work related and therefore should be included for analysis. 若要保留此关键字及其关联的会议,请将其设置为排除规则例外。To retain this keyword and its associated meetings, you make it an exception to the exclusion rule. 若要执行此操作,请选择 " 将例外设置 为与 word 云相邻"。To do this, select Make an exception adjacent to the word cloud.

如果您注意到云中的其他字词可能要在分析中保留,请选择它们,查看 包含所选关键字 表的短语,并在适当情况下选择 " 发出异常"。If you notice other words in the cloud that you might want to retain in your analysis, select them, review the Phrases that contain the selected keyword table, and, when appropriate, select Make an exception.

选择排除类型Select exclusion type

在 " 新建排除   " 页上,您可以选择要创建的排除的类型。On the New exclusion page, you can select the type of exclusion that you want to create. 您可以在过程的步骤3中进行此选择, 以启动会议排除规则,该规则将指导您完成排除流。You make this selection in step three of the procedure To start a meeting exclusion rule, which guides you through the exclusion flow. 在此步骤中,您的选择是 会议排除与会者排除On this step, your choices are Meeting Exclusion and Attendee exclusion:

  • 会议排除Meeting Exclusion. 从分析会议类型中排除数据 (例如全天培训会议) 其包含可能会对查询结果进行倾斜。Exclude from analysis the data from types of meetings (such as all-day training meetings) whose inclusion might skew query results.

  • 与会者排除Attendee exclusion. 根据会议被邀请者的响应将其从分析数据中排除。Exclude from analysis data about meeting invitees, by their responses. 例如,您可能希望明确地排除 (或包括暂时接受会议邀请的) 被邀请者。For example, you might want to explicitly exclude (or include) invitees who tentatively accepted a meeting invitation. 创建与会者排除项可有效地重新定义 "会议出席情况"。Creating attendee exclusions lets you effectively redefine "meeting attendance." 如果不添加与会者排除项,会议出席说明仅有一件事情:某人接受了会议邀请。If you add no attendee exclusions, meeting attendance means only one thing: that a person accepted the meeting invitation. 但是,通过创建与会者排除项,可以将该定义更改为同时包含一个或两个被邀请者操作 "暂定" 和 "无响应"。However, by creating an attendee exclusion, you can change that definition to also include either or both of the invitee actions "tentative" and "no response."

Note

这两个排除类型不是互斥的。These two exclusion types are not mutually exclusive. 您可以排除有关特定类型的会议 (例如长或大型) 会议)的数据,也可以独立地排除有关响应 "暂定" 或未响应会议邀请的与会者的数据。You can exclude data about particular types of meetings (such as long or large meetings) and, independently, you can also exclude data about attendees who responded with “tentative” or did not respond to meeting invitations.

默认会议-排除规则Default meeting-exclusion rule

在默认情况下,Workplace Analytics 提供一个会议排除规则,即 租户默认会议排除规则Workplace Analytics supplies one meeting exclusion rule by default, the Tenant default meeting exclusion rule. 此规则将查询结果中的以下类型的会议排除在之外,因为它们不太可能表示相关的工作区会议:This rule excludes the following types of meetings from query results, as they are not likely to represent relevant workplace meetings:

  • 仅有一个与会者的会议Meetings with only one attendee
  • 等于或超过8小时的会议Meetings equal to or longer than eight hours
  • 包含250或更多与会者的会议Meetings with 250 or more attendees
  • 取消的会议Cancelled Meetings

Note

若要尊重用户隐私,标记为私密和/或机密的会议将始终排除在会议查询计算之外。To respect user privacy, meetings marked as private and/or confidential are always excluded from meeting query calculations.

此默认规则是良好的开始,但如果您仅使用它,则会错过确认此规则不排除您想要保留的重要会议的机会,以及根据会议主题关键字排除其他会议的机会。This default rule is a good start, but if you were to use only it, you would miss the opportunity to verify that this rule doesn't exclude important meetings you wanted to keep, as well as the opportunity to exclude additional meetings based on meeting-subject keywords.

若要为您的组织创建自定义规则,请按照 创建会议排除规则中的步骤操作。To create a custom rule for your organization, follow the steps in Create a meeting exclusion rule.

规则操作Rule actions

在规则列表中,"状态" 列右侧的区域提供可使用规则执行的操作。In the list of rules, the area to the right of the State column provides actions that you can take with rules. 每个规则都有一个主要操作,您可以通过单击图标来执行此操作。Each rule has a primary action that you can take by clicking the icon. 对于已发布的规则,请选择眼睛图标以查看规则。For published rules, select the eye icon to view the rule. 对于 "草稿" 规则,选择 "铅笔" 图标可编辑规则:For draft rules, select the pencil icon to edit the rule:

State 列

若要查看适用于该规则的其他操作,请将光标悬停在该行末尾的省略号上:To see other actions that are available for the rule, hover your cursor over the ellipsis at the end of the row:

辅助规则操作

已发布规则Published rules

对于已发布的规则,这些操作为:For published rules, the actions are:

  • 复制 创建规则的确切副本。Duplicate creates an exact copy of the rule.
  • 设置首选 将此规则设置为首选规则。Set preferred sets this rule as the preferred rule. 您的租户中只能有一个首选规则。There can be only one preferred rule within your tenant. 这具有以下效果:This has the following effects:
    • 当分析师将规则指定为首选时,该规则将作为探索仪表板上的首选规则显示给_所有_分析者。When an analyst designates a rule as preferred, that rule will appear to all analysts as the preferred rule on the Explore dashboards.
    • 首选规则也会显示在 " 分析设置 " 页上的规则列表的顶部。The preferred rule also appears at the top of the list of rules on the Analysis settings page. (设置首选 动作对当前设置为首选的规则不可用。 ) (The Set preferred action is unavailable for the rule that is currently set as preferred.)
    • 首选规则将应用于在该规则生效时运行的所有 查询The preferred rule will apply to all queries that are run during the time the rule is in place.
  • 存档 将规则存档。Archive archives the rule.
  • 收藏夹 将该规则设置为收藏。Favorite sets the rule as a favorite. 这是排序操作。This is a sorting action. 收藏夹中的规则将一起显示在任何规则列表的顶部附近。Rules that are favorites are displayed together near the top of any list of rules. (已设置为收藏夹的规则,则 "Unfavorite" 选项可用;它将反转规则的最常用状态。 ) (For rules that have been set as favorites, the "Unfavorite" option is available; it reverses the favorite status of the rule.)

草稿规则Draft rules

对于草稿规则,可用的操作是 重复 的,并且会 删除For draft rules, the available actions are Duplicate and Delete:

Duplicate

存档规则Archived rules

对于存档的规则,可用的操作为 " 删除 " 和 " 还原"。For archived rules, the available actions are Delete and Restore. Restore 将规则返回到已发布规则的列表:Restore returns the rule to the list of published rules:

还原

会议排除规则的应用程序Application of meeting exclusion rules

工作区分析提供了默认会议排除规则。Workplace Analytics provides a default meeting exclusion rule. 您和其他分析师可以创建新规则。You and other analysts can create new rules. 所有这些规则是否适用于所有分析师?Are all these rules available to all analysts? 您可以将您的规则与他们或默认规则组合在一起吗?Can you combine your rules with theirs, or with the default rule? 本节将回答这些问题和其他问题。This section answers those questions and others.

问题 1.Q1. 会议排除规则的范围: 可在 "会议排除" 页上创建会议排除规则,该页面可通过工作区分析的 "设置" 页访问。Scope of meeting exclusion rules: You create meeting exclusion rules on the Meeting exclusions page, which is reached through the Settings page of Workplace Analytics. 创建规则后,可以在工作区分析中应用这些规则?After you create rules, where can you apply them in Workplace Analytics?

A1.A1. 排除规则适用于分析师最多工作的两个领域:Exclusion rules apply in two areas where analysts work most:

  • 浏览页面仪表板: 排除规则适用于分析师检查浏览器仪表板中的数据。Explore page dashboards: Exclusion rules work for analysts as they inspect data in the Explore dashboards. 有关详细信息,请参阅 选择要使用的规则For more information, see Select which rule to use.
  • 查询.Queries. 在工作区分析中创建、优化和运行查询时,分析师还可以应用排除规则。Analysts can also apply exclusion rules when creating, refining, and running queries in Workplace Analytics. 有关详细信息,请参阅 Use rules with a 查询For more information, see Use rules with queries.

问题 2.Q2. 是否编辑现有规则?Edit existing rules? 您可以更改/编辑默认会议-排除规则,还是您或其他分析员创建的规则?Can you change/edit the default meeting-exclusion rule, or rules that you or other analysts have created?

A2.A2. 只有在将规则另存为草稿时,才能对其进行编辑。You can edit a rule only if it has been saved as a draft. 您不能更改或编辑已发布的规则。You cannot change or edit published rules.

问题 3.Q3. 共享规则?Share rules? 其他人是否可以查看和共享规则?Can rules be viewed and shared by others? 如果创建了一个规则,可以将其应用于其他分析员使用的数据和查询吗?If you create a rule, does it or can it be applied to the data and queries that are used by other analysts?

旁.A3. 是。Yes. 组织中的任何人都可以使用组织中任何其他人创建的规则。Anyone in your organization can use the rules that anyone else in the organization has created.

问题 4.Q4. 组合规则?Combine rules? 是否可以合并规则?Can you combine rules? 例如,可以使用默认会议排除规则,然后在其上将新规则分层,以便两者都有效吗?For example, can you use the default meeting-exclusion rule and then layer a new rule on top of it, so that both are in effect? 您是否可以将自己的规则与另一位分析员定义的规则结合使用?Can you combine a rule of your own with a rule that another analyst has defined?

A4.A4. 否。No. 一次只能有一个有效的规则。You can have only one rule in effect at a time. 有关详细信息,请参阅 选择要使用的规则For more information, see Select which rule to use.

支持的语言Supported languages

对于会议排除项中的关键字和短语,支持以下语言。The following languages are supported for keywords and phrases in meeting exclusions.

       
阿拉伯语Arabic 法语French 韩语Korean 塞尔维亚语(西里尔文)Serbian (Cyrillic)
孟加拉语Bengali 德语German 拉脱维亚语Latvian 塞尔维亚语(拉丁语)Serbian (Latin)
保加利亚语Bulgarian 希腊语Greek 立陶宛语Lithuanian 斯洛伐克语Slovak
加泰罗尼亚语Catalan 古吉拉特语Gujarati MalayMalay 斯洛文尼亚语Slovenian
中文(简体)Chinese (Simplified) 希伯来语Hebrew 马拉雅拉姆语Malayalam 瑞典语Swedish
中文(繁体)Chinese (Traditional) 印地语Hindi 马拉地语Marathi 泰米尔语Tamil
克罗地亚语Croatian 匈牙利语Hungarian 挪威 (Bokmaal) Norwegian (Bokmaal) 泰卢固语Telugu
捷克语Czech 冰岛语Icelandic 波兰语Polish 泰语Thai
丹麦语Danish 印度尼西亚语Indonesian 葡萄牙语 (巴西Portuguese (Brazilian 土耳其语Turkish
荷兰语Dutch 意大利语Italian 葡萄牙语 (西班牙语) Portuguese (Spanish) 乌克兰语Ukrainian
英语English 日语Japanese 旁遮普语Punjabi 乌尔都语Urdu
爱沙尼亚语Estonian 卡纳达语Kannada 罗马尼亚语Romanian 越南语Vietnamese
芬兰语Finnish 哈萨克语Kazakh 俄语Russian

会议排除规则:大型会议限制Meeting exclusion rules: Large-meeting limitation