在工作区分析中创建自定义会议排除规则Create custom meeting exclusion rules in Workplace Analytics

本主题包含详细介绍如何使用会议排除项的分步示例。This topic contains step-by-step examples detailing how to work with meeting exclusions.

使用默认会议排除创建并运行 "所有会议默认值" 查询Create and run an “All meetings default” query using default meeting exclusions

在此任务中,您将创建一个查询,其中列出了未被默认排除项排除的所有会议。In this task, you will create a query that lists all meetings not excluded by the default exclusions. 默认情况下,工作区分析会将以下类型的会议从查询结果中排除,因为它们不太可能表示相关的工作区会议:By default, Workplace Analytics 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50或更多与会者的会议Meetings with 50 or more attendees

此外,工作区分析将排除被标记为私密、机密或受权限管理的会议。In addition, Workplace Analytics will exclude meetings that are marked as Private, Confidential, or that are rights managed.

如果尚未创建任何会议查询,请查看在 工作区分析中创建查询主题中的 "会议查询" 部分。If you have not yet created any meeting queries, review the Meeting queries section in the topic Create queries in Workplace Analytics.

使用默认的排除项创建和运行 "所有会议默认值" 查询To create and run an “All meetings default” query using default exclusions

  1. 新建名为 " 所有会议" 的会议查询。Create a new meeting query, named All meetings default.
  2. 在 " 会议排除 " 菜单中,选择 " 默认会议排除规则"。In the Meeting exclusions menu, select Default meeting exclusion rule.
  3. 在 " 指标" 下,单击 " 添加指标",然后将) 的所有可用指标添加到查询 (与会者、与会者多任务处理等。Under Metrics, click Add metric, and then add all the available metrics (Attendees, Attendee multitasking and so on) to the query.
  4. 运行查询。Run the query.

创建和运行 "已排除会议的默认值" 查询Create and run a “Meetings excluded default” query

为了评估贵公司的默认会议排除项的相关性,您需要排除的那些会议的列表。In order to evaluate the relevance of the default meeting exclusions for your company, you will need a list of those meetings that are excluded. 若要获取该列表,您将创建并运行一个 排除了默认 查询的会议。To get that list, you will create and run a Meetings excluded default query.

创建 "会议排除的默认值" 查询To create a "Meeting excluded default" query

  1. 在 " 查询 " 页上的 " 查询 " 选项卡上,单击 " 会议排除"。On the Queries page, on the Queries tab, click Meeting exclusions.

  2. 按照以下步骤创建与默认会议相对应的会议排除规则集:Follow these steps to create a meeting exclusions rule set that is the opposite of the default meeting:

    a.a. 在页面底部,单击 "添加排除"At the bottom of the page, click Add exclusion

    b.b. 在 "已 排除的会议位置" 下的 "筛选器" 菜单中选择 " 与会者总数 > 1",然后将鼠标悬停在该筛选器上并单击 Under Excluded meetings where, in the filter menu, select Total attendees > 1, and then hover over that filter and click AND.

    Note

    仅使用和子句。Use only AND clauses. 请勿使用 OR 子句。Do not use OR clauses.

    c.c. 在下一个筛选器中,选择 " 与会者总数 < 250",然后将鼠标悬停在该筛选器上,然后单击 "和"。In the next filter, select Total attendees < 250, and then hover over that filter and click AND.

    d.d. 在下一个筛选器中,选择 " 持续时间 < 8"。In the next filter, select Duration < 8.

  3. 在筛选器上方的行中,输入 "排除规则 (的名称" 的名称,) 中 排除默认会议 ,然后单击 " 保存"。In the line above the filters, enter a name the exclusion rule (Meetings excluded default) and then click Save.

  4. 返回到 " 查询 " 页,并新建一个名为 A_ll 会议 Default_ 不包括的查询。Go back to the Queries page and create a new query named A_ll Meeting Excluded Default_.

  5. 在 " 会议排除 " 菜单中,选择在步骤2中创建并在步骤3中命名的会议排除规则In the Meeting exclusions menu, select your meeting exclusion rule created in step 2 and named in step 3

  6. 在 " 指标" 下,单击 " 添加指标",然后将) 的所有可用指标添加到查询 (与会者、与会者多任务处理等。Under Metrics, click Add metric, and then add all the available metrics (Attendees, Attendee multitasking and so on) to the query.

  7. 若要运行查询,请单击 " 运行"。To run the query, click Run.

  8. 在 " 查询 " 页上的 " 结果 " 选项卡上,将鼠标悬停在报表的行上,一旦状态为 "成功",请单击 " 查看下载"。On the Queries page, on the Results tab, hover over the line for your report, and once the status is Succeeded, click View or Download.

创建自定义会议排除项Create custom meeting exclusions

在审阅完所有会议和默认的已排除会议之后,您可以决定创建自定义会议排除规则,以更好地反映贵公司的会议规范和文化。After a review of the all meetings and default excluded meetings, you may decide to create custom meeting exclusion rules to more closely reflect your company’s meeting norms and culture.

创建自定义会议排除规则To create custom meeting-exclusion rules

  1. 在 " 查询 " 页上,单击 " 会议排除 " 选项卡。On the Queries page, click the Meeting exclusions tab.
  2. 在页面底部,单击 " 添加排除"。At the bottom of the page, click Add exclusion.
  3. 在筛选器上方的行中,输入排除规则的名称。In the line above the filters, enter a name for the exclusion rule.
  4. 在 "已 排除的会议位置" 下,添加要排除的指标的筛选器。Under Excluded meetings where, add the filters for the metrics you want to exclude.
  5. (可选) 创建其他规则。(Optional) Create additional rules.
  6. 添加所需的规则后,单击 " 保存"。When you have added the rules that you want, click Save.
  7. (可选) 若要将新的排除规则另存为默认值,请在 "会议排除" 列表中,使用新规则悬停在该行上,然后单击 " 设置为首选"。(Optional) To save the new exclusion rules as the default, in the meeting exclusions list, hover on the line with the new rules, and then click Set as preferred.
  8. 若要在查询页上使用新的排除规则,请在运行查询之前,从 会议排除 列表中选择您的自定义排除项。To use the new exclusion rules, on a query page, before you run your query, select your custom exclusions from the Meeting exclusions list.

将会议排除规则指定为收藏To designate a meeting-exclusion rule as a favorite

将规则标记为收藏有一个作用:它将规则移动到查询创建页面上的会议排除下拉列表的顶部。Marking a rule as a favorite has one effect: It moves the rule to the top of the Meeting exclusions drop-down list on the query-creation page.

  1. 在 " 查询 " 页上,查找要指定为收藏项的会议排除规则的行。On the Queries page, find the row of the meeting-exclusion rule that you want to designate as a favorite.
  2. 在该行的右端,单击星。At the right end of the row, click the star.

将规则标记为收藏

单击该星之后,它将显示为已填写,以指示该排除规则现在是收藏。After you click the star, it appears filled-in to indicate that this exclusion rule is now a favorite.

在下图中,"人员" 查询页面显示会议排除列表顶部的 "OOF 会议" 规则。In the following illustration, the Person query page shows the "OOF Meetings" rule at the top of the Meeting exclusions list. 由于分析师之前已将其标记为收藏,因此显示在其中。It appears there because an analyst had previously marked it as a favorite.

在下拉列表中选择一个收藏项规则

为每个分析者存储规则的显示顺序。The order in which rules appear is stored for each analyst. 一位分析员指定的收藏夹独立于其他分析师的指定收藏夹。One analyst's designated favorites are independent of other analysts' designated favorites.

Note

您可以将多个规则指定为收藏项。You can designate more than one rule as a favorite. 每个后续标记为收藏的规则将移到列表顶部,并将之前标记的收藏向下推送到列表中。Each subsequent rule you mark as a favorite moves to the top of the list and pushes previously marked favorites down the list.

业务方案:包含大型会议、排除关键字Business scenario: include large meetings, exclude keywords

公司 A 具有一个平面组织,并且260人会议是标准的,但这些会议被默认的会议排除排除。Company A has a flat organization, and 260-person meetings are the norm, but those meetings were excluded by the default meeting exclusions. 此外,还提供了一种区域性,用于创建没有其他与会者的会议以提供重点工作的时间,并防止其他人对日历进行过度预订。Additionally, there is a culture of creating meetings with no other attendees to make time for focused work and prevent others from over-booking their calendar. 在审阅会议查询结果之后,分析师会注意到 "无会议阻止时间" 和 "PTO 时间" 这一主题:非相关会议的常见主题。After reviewing the meeting query results, the analyst noticed a theme that “No meeting block time” and “PTO time” were common subject lines of non-relevant meetings.

在这种情况下,分析师已决定使用以下条件为其公司创建自定义会议排除规则:In this scenario, the analyst has decided to create custom meeting exclusion rules for her company with the following criteria:

  • 保留默认的排除规则:Keep the default exclusion rules for:
    • 与会者总数:仅在一个与会者中排除会议。Total attendees: Exclude meetings with only one attendee.
    • 持续时间:排除持续时间大于或等于8小时的会议。Duration: Exclude meetings with duration greater than, or equal to, eight hours.
  • 若要包括260与会者的会议,请将与会者总数 > 60 (增加到默认值为 50) 。To include meetings of 260 attendees, change Total attendees > 60 (increased from the default of 50).
  • 若要排除 PTO 时间,请创建关键字排除,其中 subject = "度假" 或 "PTO" 或 "假日"To exclude PTO time, create a keyword exclusion where subject = “vacation” or “PTO” or “holiday”