工作区分析中的图表Charts in Workplace Analytics

工作区分析 浏览 页面将组织数据汇总到直观图表中。The Workplace Analytics Explore pages summarize your organizational data into visual charts. 本主题介绍这些图表以及有关如何在以下各节中配置和使用它们的信息:This topic describes those charts and information about how to configure and use them in the following sections:

图表类型Chart types

浏览 页面主要显示使用以下图表类型的信息:Explore pages display information primarily by using the following chart types:

柱形图 柱形图 比较各个组中的数据。column graph Column graphs compare data across groups. 列垂直运行。The columns run vertically. 每个列显示指标的平均值,例如,电子邮件或会议小时数、每个人员、每个组和所选时间段的平均值。Each column shows the average value for a metric, such as email or meeting hours, per person, per week, in each group, and for the period selected. 有关示例,请参阅 按与会者数查看会议时间For an example, see Meeting hours by number of attendees.

条形图 图表 还比较各个组中的数据。bar chart Bar charts also compare data across groups. 条形图水平运行。The bars run horizontally. 外部协作 页面上使用条形图。Bar charts are used on the External collaboration page. 每个条形图都显示所选期间的指标值,例如,组内的外部网络大小。Each bar shows the value for the metric, such as external network size, within a group, for the period selected. 有关示例,请参阅 使用外部域进行协作的主要组For an example, see Top groups collaborating with external domains.

框绘图 图 (也称为配送图表) 显示组内指标值的分布情况。box plot Box plots (also known as distribution charts) show the distribution of metric values within a group. 框出图显示所选期间的组的最大、最小、中值、上四分四个和下四个的四个。A box plot shows the maximum, minimum, median, upper quartile, and lower quartile for the group for the period selected. 组中的每个值代表人员的平均值。Each value within a group represents the average value for a person. 例如,最高平均的人由图表中每个框图上的最大点表示。For example, the person with the highest average is represented by the maximum point on each box plot in the chart. 例如:For example:

框出图

线图 折线图 用作趋势线图表,因为它们显示的是一段时间的指标值。line graph Line graphs are used as trend-line charts in that they show metric values over time. 默认趋势线是选定指标的公司平均值。The default trend line is the company average for the selected metric. 趋势线图表每周显示一周的时间,按您在 日期范围内设置的周数,在 " 页面设置" 下。Trend-line charts show one point per week for as many weeks as you have set in Date range, under Page settings. (请参阅 更改日期范围) 。(See Change the date range).

有关示例,请参阅 Skip 级会议时间右侧的图表。For an example, see the chart on the right in Skip-level meeting hours.

图表功能Chart features

图表对Chart pairs

在大多数情况下,图表成对显示。In most cases, charts appear in pairs. 对中的图表将提供相关信息,并且可以相互进行交互。The charts in a pair present related information and can interact with one another. 在 a 对中,在默认情况下,左侧图表显示为柱形图。Within a pair, the chart on the left appears by default as a column graph. (异常:在 外部协作 页面上,每对中的左图是条形图。 ) 左侧的图表与折线图配对:(Exception: on the External collaboration page, the left chart in each pair is a bar chart.) The chart on the left is paired with a line graph:

图表对

Note

在图表对中,可以在柱形图和框出图之间切换左图的 显示Within a chart pair, you can switch the display of the left chart between column graph and box plot.

柱形图显示组的公制数据,相关的线图显示了趋势,即一段时间内所选组的指标的值。The column graph displays metric data for groups and the related line graph displays trends, namely values of this metric over time for the selected groups. 例如,以下是 "浏览" 页面的 "会议概述" 选项卡上的图表持续时间对的会议时间For example, here is the Meeting hours by duration pair of charts in the Meetings overview tab of the Explore page:

按持续时间的会议小时数

您可以查看一对中的图表与一种 "图表工作区" 的关系,在其中重点关注特定的筛选数据集,然后将不同的视图应用于不同的事实。You could view this relationship between the charts in a pair as a sort of "chart workspace" in which you focus on a particular filtered data set and then apply different views to it to coax out different facts. 如果对柱形图中的数据进行排序,然后将其切换到框出图,则排序选项将转到框出图的显示。If you sort data in the column chart and then switch it to a box plot, your sorting choices carry over to the display of the box plot.

默认显示Default display

默认情况下,工作区分析图表按组织内的员工组显示数据。By default, Workplace Analytics charts display data by employee groups within an organization. 图表显示每个组的平均指标。Charts show the average metric for each group. 更改指标将更改组的排序方式。Changing the metric changes how the groups are sorted. 若要了解有关更改指标的信息,请参阅 排序组To learn about changing metrics, see Sort groups.

默认情况下,柱形图 (或框出图) 显示30列,其中的每列描述一组人员。By default, a column chart (or box plot) displays 30 columns, where each column depicts a group of people. 您可以 更改图表显示) 的组 (列数 You can change the number of groups (columns) that a chart displays.

图表还会在参考行中显示所有组的平均值。Charts also display the average for all groups, in the reference line. 有关详细信息,请参阅 参考行For more information, see Reference line.

最小组大小Minimum group size

工作区分析管理员可以设置最小组大小阈值,这是要包含在图表中的组数据所必需的。The Workplace Analytics admin can set a minimum group size threshold, which is required for the group's data to be included in the chart. 如果组的大小小于最小值,则排除该组的数据。If the group size is less than the minimum, the group's data is excluded. (可以提升或降低组的最小值,但不能将其设置为小于5的数字。 ) (The minimum group size can be raised or lowered, but it cannot be set to a number lower than five.)

在其大小小于最小值的组的显示中,可以看到组的名称,但不能看到其值。In the display of a group whose size is smaller than the minimum, you can see the name of the group but not its values. 如果组的大小等于零,则也会排除该名称。If the size of a group equals zero, the name is also excluded. 有关设置组大小的详细信息,请参阅 隐私设置For more information about setting group size, see Privacy settings.

筛选器的使用Use of filters

若要更改或添加筛选器以查看不同的组织或其他组织属性,请使用适用于图表的筛选器。To change or add filters to see different organizations or other organizational attributes, use the available filters for the charts. 筛选器在 " 页面设置 " 区域中设置。Filters are set in the Page settings area. 请参阅 页面设置和筛选器See Page settings and filters.

处理图表Work with charts

  • 利用图表工具,您可以更改图表类型、对显示进行排序、向下钻取或排除图表中的属性、下载图表数据和选择要在相邻趋势图表中显示的组。Chart tools enable you to change the chart type, sort the display, drill down or exclude attributes from the chart, download chart data, and select groups for display in the adjacent trend chart.

  • "页面设置" 中的 "页面设置" 和 "筛选器" 使您能够更改数据的时间范围、更改所有 "浏览" 图表中显示的内容、应用筛选器、保存当前设置、加载保存的设置或重置所有 "资源管理器" 图表的设置。Page settings and filters in the Page settings enable you to change the time range of the data, to change what shows in all Explore charts, to apply filters, to save current settings, to load saved settings, or to reset settings for all Explore charts.

图表工具Chart tools

您可以通过多种方式与图表进行交互。You can interact with charts in several ways. 例如,使用图表上方的工具图标可以更改所显示的数据或下载数据。For example, use the tool icons above a chart to change what data it shows or to download its data. 将光标悬停在图表上以查看数据详细信息。Hover your cursor over a chart to view data details. 选择图表图例中的度量名称以隐藏或显示它们。Select the metric names in the chart legend to hide or show them.

使用参考线查看平均数Use the reference line to see averages

参考线的高度显示了指标的值,该指标在图表下方的图例中以粗体显示。The height of the reference line shows the value of the metric that is shown in bold in the legend below the chart. 例如,如果该指标是 "平均协作时间",则参考行指示在日期范围指示的时间段内筛选器组的平均协作小时数。For example, if that metric is "Average collaboration hours," the reference line indicates the average number of collaboration hours for the filter group during the time period indicated by the date range.

  • 若要查看有关图表显示的信息的更多数据,请将鼠标悬停在参考线的左侧或右侧终结点上:To see more data about the information that the chart is displaying, hover over the left or right endpoint of the reference line:

    将鼠标悬停在参考行的右侧终结点上

    这将打开一个工具提示,显示此图表类型可用指标的平均值。This opens a tooltip that displays the averages for the available metrics for this chart type. (这些指标将显示在图表图例中。 ) (These metrics are displayed in the chart legend.)

对组进行排序Sort groups

您可以按字母顺序或按图表中可用的任何指标来对任何柱形图或方框进行排序。You can sort any column chart or box plot alphabetically or by any metric that is available in the chart.

  • 若要进行排序,请选择 " 排序组 " 图标,然后选择一个指标(如 会议时间电子邮件时间)或选择 " 字母顺序"。To sort, select the Sort groups icon, and then select a metric, such as Meeting hours or Email hours, or select Alphabetical. 更改排序顺序后,图表将自动更新以新的排序顺序显示的数据。After you change the sort order, the chart automatically updates the data shown in the new sort order.

  • 若要在按相同指标排序时反转排序顺序,请选择 " 排序组 " 图标,然后在下面的示例中重新选择指标 (电子邮件时间) :To reverse the sort order while sorting by the same metric, select the Sort groups icon, and then re-select the metric (Email hours in the following example):

    反向排序顺序

在图表类型之间切换Switch between chart types

在一对图表中,左侧的图表可以显示柱形图或框出图。In a pair of charts, the chart on the left can display either a column chart or a box plot. 右侧的图表显示相关趋势线。The chart on the right displays related trend lines.

  • 若要切换到框的出图,请选择 " 更改图表类型 " 图标,然后选择 " 框出图"。To switch to a box plot, select the Change chart type icon, and then select Box plot.
  • 若要切换到柱形图,请选择 " 更改图表类型 " 图标,然后选择 " 柱形图"。To switch to a column chart, select the Change chart type icon, and then select Column chart.

更改图表类型后,仍会显示相同组的数据,并且所选的所有组仍保持选中状态。After you change chart types, data for the same groups still appears and any selected groups remain selected. 这意味着相邻的折线图仍将显示这些相同的选定组的趋势线。This means that the adjacent line graph still displays the trend lines for those same selected groups.

最小组警报Minimum-group alert

按属性指标对组进行排序时,如果图表由于小于 "最小组大小" 设置而无法显示组,则该图表的右下角将显示一个警告图标。When you sort groups by an attribute metric, an alert icon appears in the bottom-right corner of the chart if the chart cannot display a group because if it's smaller than the minimum group size setting.

此功能可保护其大小低于最小组大小的组成员的隐私。This functionality protects the privacy of members of groups whose size is below the minimum group size. 如果在按属性的度量值排序后显示一个小组,则分析者可以根据其在其值显示的相邻位置或其他组之间的位置推断该指标的小组值。If a small group was displayed after sorting by an attribute's metric, an analyst could infer the small group's value for that metric from its position adjacent to or between other groups, whose values are displayed. 如果按字母顺序进行排序,则不可能进行推断,因此不会隐藏较小的组。If you sort alphabetically, such an inference is not possible, so small groups are not hidden.

排序顺序在图表对中保持不变Sort order is retained within a chart pair

柱形图及其相关的框的绘图一起工作。A column chart and its related box plot work together. 如果按柱形图中的特定选项进行排序,然后切换到框出图,则在显示的框中也将使用您的排序选项。If you sort by a particular choice in the column chart and then switch to the box plot, your sorting choice is also used in the display of the box plot.

处理趋势线Work with trend lines

在图表对中,使用柱形图或框在左侧绘制,以更改右侧线图中趋势线的显示。In a chart pair, you use the column chart or box plot on the left to change the display of trend lines in the line graph on the right. 每个趋势线对应于左图中的一个组 (列) 。Each trend line corresponds to one group (column) in the left chart.

将组趋势线添加到图表中To add a group trend line to the chart

  • 在相邻的柱形图中选择相应的组。Select the corresponding group in the adjacent column chart.

从图表中删除组趋势线,但将其保留在图例中To remove a group trend line from the chart, but keep it in the legend

  • 在图表) 下方 (趋势图表的图例中选择相应的组名称。Select the corresponding group name in the legend of the trend chart (below the chart).

删除组趋势线To remove a group trend line

  • 在相邻的柱形图中选择相应的列,从趋势图表中删除其线条。Select the corresponding column in the adjacent column chart to remove its line from the trend chart.

重置为默认图表To reset to the default chart

  • 在趋势图的顶部,选择 " 重置"。At the top of the trend chart, select Reset. 此方法将从折线图中删除所有添加的行,并将其返回到默认行。This removes all added lines from the line graph and returns it to the default.

使用指标和组Work with metrics and groups

隐藏或显示指标To hide or show metrics

  • 在图表) 下图表的图例中 (,选择指标名称以将其数据从图表中隐藏。In the chart's legend (below the chart), select the metric name to hide its data from the chart. 再次选择指标名称以显示或将其包含在图表中。Select the metric name again to show or include it in the chart.

向下钻取或排除组To drill down or exclude a group

  • 若要向下钻取并显示图表中的特定组,请选择一个或多个组的图表数据,以在图表中选择组名称 (或加粗) ,然后选择 " 明细 " 图标。To drill down and show a specific group in the chart, select one or more group's chart data to select (or bold) that group's name in the chart, and then select the Drilldown icon.

  • 若要从图表中排除某个组,请选择图表中的一个或多个组的图表数据,以选择该图表中的组名称 (或加粗) ,然后选择 " 排除组 " 图标。To exclude a group from the chart, select one or more group's chart data within the chart to select (or bold) that group's name in the chart, then select the Exclude groups icon.

  • 若要还原上述任一操作,请选择 " 撤消 " 图标。To revert either of these actions, select the Undo icon.

    图表工具

    Note

    • "撤消" 工具目前仅适用于使用深化和 "排除组" 图表工具进行的反向更改。The Undo tool currently only applies to reversing changes made with the Drilldown and the Exclude groups chart tools.
    • 您可以使用 图表设置应用这些向下钻取和排除操作。You can apply these drill down and exclude actions with Chart settings.

在 "百分比" 和 "小时" 数据之间切换To switch between percentage and hours data

  • 在每个图表标题的右侧,选择 % 以显示百分比数据,或选择 " 小时 " 以显示图表数据,以小时为单位。To the right of each chart's title, select % to show percentage data or select Hours to show the chart data in hours.

查看或下载数据View or download data

在图表中查看属性的详细信息To view an attribute's details in the chart

  • 在图表上,将光标悬停在图表中的属性上以查看其数据。On the chart, hover your cursor over the attribute in the chart to see its data.

下载图表数据To download chart data

  • 在图表上方的工具栏中,选择 " 下载 CSV " 图标。In the toolbar above a chart, select the Download CSV icon.

    此下载包含的图表数据与图表中显示的数据完全一样。This download contains the chart data exactly as the chart displays it. 如果您已应用任何筛选器或更改了要显示的组数,这些更改将反映在下载的数据中。If you've applied any filters or changed the number of groups to display, those changes are reflected in the data that is downloaded.

    由于下载内容只包含您在图表中看到的内容,因此您可以使用 Excel 或 Power BI 中下载的 .csv 数据复制工作区分析显示的图表。Because the download contains just what you see in the chart, you can use the downloaded .csv data in Excel or in Power BI to reproduce the chart that Workplace Analytics shows.

    Note

    由于 下载 CSV 只为您提供图表中显示的汇总数据,因此它不包含用于生成图表的查询数据,因此应遵守隐私和最低聚合规则。Because Download CSV gives you only the summarized data shown in the chart, it does not include the query data that was used to generate the chart, so privacy and minimum aggregation rules are adhered to.

页面设置和筛选器Page settings and filters

使用 " 页面设置 " 更改数据的时间范围,将图表中的属性更改为 "组",并应用筛选器。Use Page settings to change the time range of the data, to change the attribute to group in the charts, and to apply filters. 在以下过程中,如果 " 页面设置 " 面板尚未打开,请通过选择 " 设置和筛选器" 来打开它:In the following procedures, if the Page settings panel is not already open, open it by selecting Settings and filters:

设置和筛选器

更改图表显示设置后,所做的更改将应用于所有 " 浏览" 页面上的所有图表。When you change chart display settings, your changes apply to all the charts on all Explore pages. 例如,当您将图表设置为 "按 _级别_分组" 时,所有节中的所有图表将按该级别进行分组。For example, when you set the chart to group by level, all charts in all sections are grouped by that level.

应用或重置设置To apply or reset settings

在更改设置或添加筛选器后,选择右上角的 " 应用 ",将设置应用于 "浏览图表"。After you change a setting or add a filter, select Apply at the upper-right to apply the settings to the Explore charts. 若要改回默认设置,请选择 " 重置"。Or to change back to the default settings, select Reset.

应用按钮

保存自定义设置和应用的筛选器以供以后使用To save custom settings and applied filters for later use

更改一个或多个页面设置后,图表或添加一个更多筛选器,可以执行以下操作:After you change one or more page settings, chart or add one of more filters, you can:

  • 选择 "页面设置" 旁的省略号 (...) " > 保存当前设置" 以保存页面设置或应用的筛选器供以后使用。Select the ellipsis (...) next to Page settings > Save current settings to save page settings or applied filters for later use.

保存设置

  • 在 "页面设置" 窗格中,选择 "图表设置" 旁边的 "省略号 (...) > "应用于 "页面设置",以保存特定的图表设置,例如,使用深入分析或排除图表工具。In the Page settings pane, select the ellipsis (...) next to Chart settings > Apply to page settings to save specific chart settings, such as with the drilldown or exclude chart tools.

图表设置

下次在工作区分析中打开 "浏览" 时,将显示具有默认页面设置和筛选器的图表。The next time you open Explore in Workplace Analytics, it shows the charts with the default page settings and filters. 若要查看以前保存的自定义图表设置,请选择 "页面设置" 旁的 "省略号 (...) " > 加载保存的设置"。To view the custom chart settings saved from earlier, select the ellipsis (...) next to Page settings > Load saved settings.

更改日期范围To change the date range

  1. 在 " 页面设置" 中,展开 " 日期范围"。In Page settings, expand Date range.
  2. 在 " 日期范围" 中,选择一年,然后选择一个月。In Date range, select a year and then select a month.
  3. 选定的月份将在飞出窗口中更详细地显示。The selected month displays in more detail in a fly-out window. 使用该窗口选择一个月中的周数,一次一个星期。Use that window to select weeks in the month, one week at a time.
  4. 选择 " 应用 (右上) ,将这些更改应用于所有图表。Select Apply (upper right) to apply these changes to all charts.

Note

日期范围选项包含已加载的最新数据,并使用以下逻辑:The date range options encompass the most recent data that has been loaded and use the following logic:

  • 一周定义为星期日到星期六,日期范围调整为跨越选定范围的第一个星期日到最后一个星期六。A week is defined as Sunday to Saturday, and date ranges are adjusted to span the first Sunday to last Saturday of the selected range.
  • 对于一个月内开始且在下个月结束的一周,数据与每周开始的月份相关联。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.

更改或添加筛选器To change or add filters

  1. 在 " 页面设置" 中,展开 " 度量员工"。In Page settings, expand Measured employees.

  2. 在 " 分组依据" 中,选择要在所有图表中使用的组织属性。In Group by, select the organizational attribute to use in all charts.

  3. 在 " 筛选器" 旁边,选择 " 编辑 (铅笔) " 图标。Next to Filters, select the Edit (pencil) icon.

  4. 在 " 编辑页面筛选器" 中,可以更改 " 员工 " 筛选器:In Edit page filters, you can change the Employees filter:

    • 所有员工 -设置日期范围的非活动员工和活动员工。All employees - Includes inactive and active employees for the set date range.
    • "仅限活动"-仅包含为设置日期范围至少发送了一封电子邮件或即时消息的活动员工。Active only - Includes only active employees who have sent at least one email or instant message for the set date range.
    • "仅非活动"-仅包括那些尚未至少为设置日期范围发送一封电子邮件或即时消息的非活动 employess。Inactive only - Includes only those inactive employess who have not sent at least one email or instant message for the set date range.
  5. 选择 " 添加筛选器 " 以添加一个或多个其他筛选器。Select Add filter to add one or more additional filters.

  6. 选择 " 应用 (右上) ,将这些更改应用于所有图表。Select Apply (upper right) to apply these changes to all charts.

更改组的数目To change the number of groups

  1. 若要打开 " 页面设置 " 面板,请展开 " 最大组"。To open the Page settings panel, expand Max groups.
  2. 使用 " 最大组 " 滑块设置要在图表中显示的组数。Use the Max groups slider to set the number of groups you want the charts to display.
  3. 选择 " 应用"。Select Apply.

Note

" 最大组 " 滑块以5个 (组) 为增量移动。The Max groups slider moves in increments of 5 (groups). 可以显示的最小组数为10,最大为100。The minimum number of groups that you can display is 10 and the maximum is 100. 当您添加或删除组时,图表下的滚动条将相应地进行调整。When you add or remove groups, the scroll bar under the chart adjusts accordingly.