The Indicators Tab: Managing Indicators
Once you have created indicators on the Indicators tab in Listen & Analyze, you can organize and perform certain actions on those indicators.
In this article:
Creating and Managing Indicator Families
· Family Actions
· Save Family Actions
Taking Actions on an Indicator
Click a link above to get directly to that section, or scroll down and start reading.
The Indicators Tab
You can view all of the indicators for your account on the main page in the Indicators tab. All the indicators you have created are in the "Custom Indicators" section, and all the out of the box indicators are found in the Standard Indicators section.
Note: You can view all the indicators for your account on any bundle you are in. It doesn't matter what bundle you were in when you created the indicator, you can always find it here.
Creating and Managing Indicator Families
Indicators are organized into families. Indicator families allow you to have an indicator in multiple languages, so you can apply them globally.
When you create an indicator, it will be saved as a the first or the parent indicator in a new family on the main Indicators page. The family will be named after the parent indicator.
Clicking the triangle next to the family header will open the family list, displaying all the indicators you have created under that family.
Family Actions
There are certain actions you can take on an indicator family. You can perform the following actions from the header:
- Delete - Deletes the entire indicator family, including the parent and any child indicators.
- Add - Displays a menu of all available languages. Clicking a language will open the Create an Indicator page, where you can create a new version of the selected indicator in the language you selected.
The language you clicked will already be pre-populated in the indicator creation form. Saving the indicator will add it as a child in the indicator family for the original indicator.
Note: Indicators can only be added to an indicator family using the Add action in that indicator family’s header. - Show/Hide in Dashboard - Selecting this option will either hide or show the indicator family as a choice in the dashboard chart picker. Individual indicators can be shown/hidden using the action in the indicator’s drop-down gear menu. Selections made in showing/hiding indicators can be saved by clicking Save View at the bottom of the screen.
- Order Indicator Families - When you hover over the indicator family name, an icon with two arrows will appear. You can use these arrows to drag and drop indicator families into a custom order that will also be displayed in the dashboard chart picker. This action is available in both the Custom and Standard indicator lists. Selections made in ordering indicators can be saved across user sessions by clicking Save View at the bottom of the screen. You can revert to the default account-level screen by clicking the link below the button.
Saving Family Actions
To save any changes you made to the order of indicators or show/hide, click Save View at the bottom of the screen.
Taking Action on Indicators
In the indicator menu for each individual indicator, there are several options which allows you to take specific actions on the topic. You can find these actions in the gear icon on the indicator.
You can take the following actions on an indicator:
Clone
Duplicates the indicator in your root bundle, and you will see it in the chart picker. A cloned indicator will be created as a new indicator family and will be displayed with an asterisk (*) after its name.
Delete
Deletes the indicator from your root bundle.
Note: Deleting the parent indicator displays a prompt to delete the entire indicator family, including the parent and children. Indicator children can be deleted individually.
Edit
Opens the indicator creation page again, where you can make changes to the indicator. You can update the selected indicator name and description, enter additional search terms or select Advanced Options. You can continue to edit an indicator until desired results are achieved.
History
The audit trail of activity on the indicator. This includes the indicator creator, creation date, language and search terms if any, changes made, and any notes added.
Properties
The options you set when you created/edited the indicator, including name, description, language, and search terms. Since indicators can easily be changed by users over time, it’s important to be able to monitor any edits to indicator properties.
Show/Hide in Dashboard
Shows/hides the indicator in the dashboard chart picker.