diff --git a/.github/vale/styles/Vocab/OpenSearch/Plugins/accept.txt b/.github/vale/styles/Vocab/OpenSearch/Plugins/accept.txt index 9dc315ec68..3685cdee7d 100644 --- a/.github/vale/styles/Vocab/OpenSearch/Plugins/accept.txt +++ b/.github/vale/styles/Vocab/OpenSearch/Plugins/accept.txt @@ -26,4 +26,5 @@ Search Relevance plugin Security plugin Security Analytics plugin SQL plugin -Trace Analytics plugin \ No newline at end of file +Trace Analytics plugin +User Behavior Insights \ No newline at end of file diff --git a/.ruby-version b/.ruby-version new file mode 100644 index 0000000000..4772543317 --- /dev/null +++ b/.ruby-version @@ -0,0 +1 @@ +3.3.2 diff --git a/_search-plugins/index.md b/_search-plugins/index.md index fca30667ee..79e0e715d0 100644 --- a/_search-plugins/index.md +++ b/_search-plugins/index.md @@ -70,6 +70,8 @@ OpenSearch provides the following search relevance features: - [Querqy]({{site.url}}{{site.baseurl}}/search-plugins/querqy/): Offers query rewriting capability. +- [User Behavior Insights]({{site.url}}{{site.baseurl}}/search-plugins/ubi/): Links user behavior to user queries to improve search quality. + ## Search results OpenSearch supports the following commonly used operations on search results: diff --git a/_search-plugins/ubi/data-structures.md b/_search-plugins/ubi/data-structures.md new file mode 100644 index 0000000000..0c64c3254b --- /dev/null +++ b/_search-plugins/ubi/data-structures.md @@ -0,0 +1,204 @@ +--- +layout: default +title: UBI client data structures +parent: User Behavior Insights +has_children: false +nav_order: 10 +--- + +# UBI client data structures + +Data structures are used to create events that follow the [User Behavior Insights (UBI) event schema specification](https://github.com/o19s/ubi). +For more information about the schema, see [UBI index schemas]({{site.url}}{{site.baseurl}}/search-plugins/ubi/schemas/). + + +You must provide an implementation for the following functions: +- `getClientId()` +- `getQueryId()` + +You can also optionally provide an implementation for the following functions: +- `getSessionId()` +- `getPageId()` + + +The following JavaScript structures can be used as a starter implementation to serialize UBI events into schema-compatible JSON: +```js +/********************************************************************************************* + * Ubi Event data structures + * The following structures help ensure adherence to the UBI event schema + *********************************************************************************************/ + + + +export class UbiEventData { + constructor(object_type, id=null, description=null, details=null) { + this.object_id_field = object_type; + this.object_id = id; + this.description = description; + this.object_detail = details; + } +} +export class UbiPosition{ + constructor({ordinal=null, x=null, y=null, trail=null}={}) { + this.ordinal = ordinal; + this.x = x; + this.y = y; + if(trail) + this.trail = trail; + else { + const trail = getTrail(); + if(trail && trail.length > 0) + this.trail = trail; + } + } +} + + +export class UbiEventAttributes { + /** + * Tries to prepopulate common event attributes + * The developer can add an `object` that the user interacted with and + * the site `position` information relevant to the event + * + * Attributes, other than `object` or `position` can be added in the form: + * attributes['item1'] = 1 + * attributes['item2'] = '2' + * + * @param {*} attributes: object with general event attributes + * @param {*} object: the data object the user interacted with + * @param {*} position: the site position information + */ + constructor({attributes={}, object=null, position=null}={}) { + if(attributes != null){ + Object.assign(this, attributes); + } + if(object != null && Object.keys(object).length > 0){ + this.object = object; + } + if(position != null && Object.keys(position).length > 0){ + this.position = position; + } + this.setDefaultValues(); + } + + setDefaultValues(){ + try{ + if(!this.hasOwnProperty('dwell_time') && typeof TimeMe !== 'undefined'){ + this.dwell_time = TimeMe.getTimeOnPageInSeconds(window.location.pathname); + } + + if(!this.hasOwnProperty('browser')){ + this.browser = window.navigator.userAgent; + } + + if(!this.hasOwnProperty('page_id')){ + this.page_id = window.location.pathname; + } + if(!this.hasOwnProperty('session_id')){ + this.session_id = getSessionId(); + } + + if(!this.hasOwnProperty('page_id')){ + this.page_id = getPageId(); + } + + if(!this.hasOwnProperty('position') || this.position == null){ + const trail = getTrail(); + if(trail.length > 0){ + this.position = new UbiPosition({trail:trail}); + } + } + // ToDo: set IP + } + catch(error){ + console.log(error); + } + } +} + + + +export class UbiEvent { + constructor(action_name, {message_type='INFO', message=null, event_attributes={}, data_object={}}={}) { + this.action_name = action_name; + this.client_id = getClientId(); + this.query_id = getQueryId(); + this.timestamp = Date.now(); + + this.message_type = message_type; + if( message ) + this.message = message; + + this.event_attributes = new UbiEventAttributes({attributes:event_attributes, object:data_object}); + } + + /** + * Use to suppress null objects in the json output + * @param key + * @param value + * @returns + */ + static replacer(key, value){ + if(value == null || + (value.constructor == Object && Object.keys(value).length === 0)) { + return undefined; + } + return value; + } + + /** + * + * @returns json string + */ + toJson() { + return JSON.stringify(this, UbiEvent.replacer); + } +} +``` +{% include copy.html %} + +# Sample usage + +```js +export function logUbiMessage(event_type, message_type, message){ + let e = new UbiEvent(event_type, { + message_type:message_type, + message:message + }); + logEvent(e); +} + +export function logDwellTime(action_name, page, seconds){ + console.log(`${page} => ${seconds}`); + let e = new UbiEvent(action_name, { + message:`On page ${page} for ${seconds} seconds`, + event_attributes:{ + session_id: getSessionId()}, + dwell_seconds:seconds + }, + data_object:TimeMe + }); + logEvent(e); +} + +/** + * ordinal is the number within a list of results + * for the item that was clicked + */ +export function logItemClick(item, ordinal){ + let e = new UbiEvent('item_click', { + message:`Item ${item['object_id']} was clicked`, + event_attributes:{session_id: getSessionId()}, + data_object:item, + }); + e.event_attributes.position.ordinal = ordinal; + logEvent(e); +} + +export function logEvent( event ){ + // some configured http client + return client.index( index = 'ubi_events', body = event.toJson()); +} + +``` +{% include copy.html %} diff --git a/_search-plugins/ubi/dsl-queries.md b/_search-plugins/ubi/dsl-queries.md new file mode 100644 index 0000000000..0802680dc9 --- /dev/null +++ b/_search-plugins/ubi/dsl-queries.md @@ -0,0 +1,101 @@ +--- +layout: default +title: Example UBI query DSL queries +parent: User Behavior Insights +has_children: false +nav_order: 15 +--- + +# Example UBI query DSL queries + +You can use the OpenSearch search query language, [query DSL]({{site.url}}{{site.baseurl}}/opensearch/query-dsl/), to write User Behavior Insights (UBI) queries. The following example returns the number of times that each `action_name` event occurs. +For more extensive analytic queries, see [Example UBI SQL queries]({{site.url}}{{site.baseurl}}/search-plugins/ubi/sql-queries/). +#### Example request +```json +GET ubi_events/_search +{ + "size":0, + "aggs":{ + "event_types":{ + "terms": { + "field":"action_name", + "size":10 + } + } + } +} +``` +{% include copy.html %} + +#### Example response + +```json +{ + "took": 1, + "timed_out": false, + "_shards": { + "total": 1, + "successful": 1, + "skipped": 0, + "failed": 0 + }, + "hits": { + "total": { + "value": 10000, + "relation": "gte" + }, + "max_score": null, + "hits": [] + }, + "aggregations": { + "event_types": { + "doc_count_error_upper_bound": 0, + "sum_other_doc_count": 0, + "buckets": [ + { + "key": "brand_filter", + "doc_count": 3084 + }, + { + "key": "product_hover", + "doc_count": 3068 + }, + { + "key": "button_click", + "doc_count": 3054 + }, + { + "key": "product_sort", + "doc_count": 3012 + }, + { + "key": "on_search", + "doc_count": 3010 + }, + { + "key": "type_filter", + "doc_count": 2925 + }, + { + "key": "login", + "doc_count": 2433 + }, + { + "key": "logout", + "doc_count": 1447 + }, + { + "key": "new_user_entry", + "doc_count": 207 + } + ] + } + } +} +``` +{% include copy.html %} + +You can run the preceding queries in the OpenSearch Dashboards [Query Workbench]({{site.url}}{{site.baseurl}}/search-plugins/sql/workbench/). + +A demo workbench with sample data can be found here: +[http://chorus-opensearch-edition.dev.o19s.com:5601/app/OpenSearch-query-workbench](http://chorus-OpenSearch-edition.dev.o19s.com:5601/app/OpenSearch-query-workbench). diff --git a/_search-plugins/ubi/index.md b/_search-plugins/ubi/index.md new file mode 100644 index 0000000000..bdf09a632b --- /dev/null +++ b/_search-plugins/ubi/index.md @@ -0,0 +1,50 @@ +--- +layout: default +title: User Behavior Insights +has_children: true +nav_order: 90 +redirect_from: + - /search-plugins/ubi/ +--- +# User Behavior Insights + +**Introduced 2.15** +{: .label .label-purple } + +**References UBI Specification 1.0.0** +{: .label .label-purple } + +User Behavior Insights (UBI) is a plugin that captures client-side events and queries for the purposes of improving search relevance and the user experience. +It is a causal system, linking a user's query to all of their subsequent interactions with your application until they perform another search. + +UBI includes the following elements: +* A machine-readable [schema](https://github.com/o19s/ubi) that faciliates interoperablity of the UBI specification. +* An OpenSearch [plugin](https://github.com/opensearch-project/user-behavior-insights) that facilitates the storage of client-side events and queries. +* A client-side JavaScript [example reference implementation]({{site.url}}{{site.baseurl}}/search-plugins/ubi/data-structures/) that shows how to capture events and send them to the OpenSearch UBI plugin. + + + +The UBI documentation is organized into two categories: *Explanation and reference* and *Tutorials and how-to guides*: + +*Explanation and reference* + +| Link | Description | +| :--------- | :------- | +| [UBI Request/Response Specification](https://github.com/o19s/ubi/) | The industry-standard schema for UBI requests and responses. The current version references UBI Specification 1.0.0. | +| [UBI index schema]({{site.url}}{{site.baseurl}}/search-plugins/ubi/schemas/) | Documentation on the individual OpenSearch query and event stores. | + + +*Tutorials and how-to guides* + +| Link | Description | +| :--------- | :------- | +| [UBI plugin](https://github.com/opensearch-project/user-behavior-insights) | How to install and use the UBI plugin. | +| [UBI client data structures]({{site.url}}{{site.baseurl}}/search-plugins/ubi/data-structures/) | Sample JavaScript structures for populating the event store. | +| [Example UBI query DSL queries]({{site.url}}{{site.baseurl}}/search-plugins/ubi/dsl-queries/) | How to write queries for UBI data in OpenSearch query DSL. | +| [Example UBI SQL queries]({{site.url}}{{site.baseurl}}/search-plugins/ubi/sql-queries/) | How to write analytic queries for UBI data in SQL. | +| [UBI dashboard tutorial]({{site.url}}{{site.baseurl}}/search-plugins/ubi/ubi-dashboard-tutorial/) | How to build a dashboard containing UBI data. | +| [Chorus Opensearch Edition](https://github.com/o19s/chorus-opensearch-edition/?tab=readme-ov-file#structured-learning-using-chorus-opensearch-edition) katas | A series of structured tutorials that teach you how to use UBI with OpenSearch through a demo e-commerce store. | + + +The documentation categories were adapted using concepts based on [Diátaxis](https://diataxis.fr/). +{: .tip } diff --git a/_search-plugins/ubi/schemas.md b/_search-plugins/ubi/schemas.md new file mode 100644 index 0000000000..d8398e43bc --- /dev/null +++ b/_search-plugins/ubi/schemas.md @@ -0,0 +1,223 @@ +--- +layout: default +title: UBI index schemas +parent: User Behavior Insights +has_children: false +nav_order: 5 +--- + +# UBI index schemas + +The User Behavior Insights (UBI) data collection process involves tracking and recording the queries submitted by users as well as monitoring and logging their subsequent actions or events after receiving the search results. There are two UBI index schemas involved in the data collection process: +* The [query index](#ubi-queries-index), which stores the searches and results. +* The [event index](#ubi-events-index), which stores all subsequent user actions after the user's query. + +## Key identifiers + +For UBI to function properly, the connections between the following fields must be consistently maintained within an application that has UBI enabled: + +- [`object_id`](#object_id) represents an ID for whatever object the user receives in response to a query. For example, if you search for books, it might be an ISBN code of a book, such as `978-3-16-148410-0`. +- [`query_id`](#query_id) is a unique ID for the raw query language executed and the `object_id` values of the _hits_ returned by the user's query. +- [`client_id`](#client_id) represents a unique query source. This is typically a web browser used by a unique user. +- [`object_id_field`](#object_id_field) specifies the name of the field in your index that provides the `object_id`. For example, if you search for books, the value might be `isbn_code`. +- [`action_name`](#action_name), though not technically an ID, specifies the exact user action (such as `click`, `add_to_cart`, `watch`, `view`, or `purchase`) that was taken (or not taken) for an object with a given `object_id`. + +To summarize, the `query_id` signals the beginning of a unique search for a client tracked through a `client_id`. The search returns various objects, each with a unique `object_id`. The `action_name` specifies what action the user is performing and is connected to the objects, each with a specific `object_id`. You can differentiate between types of objects by inspecting the `object_id_field`. + +Typically, you can infer the user's overall search history by retrieving all the data for the user's `client_id` and inspecting the individual `query_id` data. Each application determines what constitutes a search session by examining the backend data + +## Important UBI roles + +The following diagram illustrates the process by which the **user** interacts with the **Search client** and **UBI client** +and how those, in turn, interact with the **OpenSearch cluster**, which houses the **UBI events** and **UBI queries** indexes. + +Blue arrows illustrate standard search, bold, dashed lines illustrate UBI-specific additions, and +red arrows illustrate the flow of the `query_id` to and from OpenSearch. + + + + +{% comment %} +The mermaid source below is converted into a PNG under +.../images/ubi/ubi-schema-interactions.png + + +```mermaid +graph LR +style L fill:none,stroke-dasharray: 5 5 +subgraph L["`*Legend*`"] + style ss height:150px + subgraph ss["Standard Search"] + direction LR + + style ln1a fill:blue + ln1a[ ]--->ln1b[ ]; + end + subgraph ubi-leg["UBI data flow"] + direction LR + + ln2a[ ].->|"`**UBI interaction**`"|ln2b[ ]; + style ln1c fill:red + ln1c[ ]-->|query_id flow|ln1d[ ]; + end +end +linkStyle 0 stroke-width:2px,stroke:#0A1CCF +linkStyle 2 stroke-width:2px,stroke:red +``` +```mermaid +%%{init: { + "flowchart": {"htmlLabels": false}, + + } +}%% +graph TB + +User--1) raw search string-->Search; +Search--2) search string-->Docs +style OS stroke-width:2px, stroke:#0A1CCF, fill:#62affb, opacity:.5 +subgraph OS[OpenSearch Cluster fa:fa-database] + style E stroke-width:1px,stroke:red + E[( UBI Events )] + style Docs stroke-width:1px,stroke:#0A1CCF + style Q stroke-width:1px,stroke:red + Docs[(Document Index)] -."3) {DSL...} & [object_id's,...]".-> Q[( UBI Queries )]; + Q -.4) query_id.-> Docs ; +end + +Docs -- "5) return both query_id & [objects,...]" --->Search ; +Search-.6) query_id.->U; +Search --7) [results, ...]--> User + +style *client-side* stroke-width:1px, stroke:#D35400 +subgraph "`*client-side*`" + style User stroke-width:4px, stroke:#EC636 + User["`**User**`" fa:fa-user] + App + Search + U + style App fill:#D35400,opacity:.35, stroke:#0A1CCF, stroke-width:2px + subgraph App[       UserApp fa:fa-store] + style Search stroke-width:2px, stroke:#0A1CCF + Search( Search Client ) + style U stroke-width:1px,stroke:red + U( UBI Client ) + end +end + +User -.8) selects object_id:123.->U; +U-."9) index event:{query_id, onClick, object_id:123}".->E; + +linkStyle 1,2,0,6 stroke-width:2px,fill:none,stroke:#0A1CCF +linkStyle 3,4,5,8 stroke-width:2px,fill:none,stroke:red +``` +{% endcomment %} +Here are some key points regarding the roles: +- The **Search client** is in charge of searching and then receiving *objects* from an OpenSearch document index (1, 2, **5**, and 7 in the preceding diagram). + +Step **5** is in bold because it denotes UBI-specific additions, like `query_id`, to standard OpenSearch interactions. + {: .note} +- If activated in the `ext.ubi` stanza of the search request, the **User Behavior Insights** plugin manages the **UBI queries** store in the background, indexing each query, ensuring a unique `query_id` for all returned `object_id` values, and then passing the `query_id` back to the **Search client** so that events can be linked to the query (3, 4, and **5** in preceding diagram). +- **Objects** represent the items that the user searches for using the queries. Activating UBI involves mapping your real-world objects (using their identifiers, such as an `isbn` or `sku`) to the `object_id` fields in the index that is searched. +- The **Search client**, if separate from the **UBI client**, forwards the indexed `query_id` to the **UBI client**. + Even though the *search* and *UBI event indexing* roles are separate in this diagram, many implementations can use the same OpenSearch client instance for both roles (6 in the preceding diagram). +- The **UBI client** then indexes all user events with the specified `query_id` until a new search is performed. At this time, a new `query_id` is generated by the **User Behavior Insights** plugin and passed back to the **UBI client**. +- If the **UBI client** interacts with a result **object**, such as during an **add to cart** event, then the `object_id`, `add_to_cart` `action_name`, and `query_id` are all indexed together, signaling the causal link between the *search* and the *object* (8 and 9 in the preceding diagram). + + + +## UBI stores + +There are two separate stores involved in supporting UBI data collection: +* UBI queries +* UBI events + +### UBI queries index + +All underlying query information and results (`object_ids`) are stored in the `ubi_queries` index and remain largely invisible in the background. + + +The `ubi_queries` index [schema](https://github.com/OpenSearch-project/user-behavior-insights/tree/main/src/main/resources/queries-mapping.json) includes the following fields: + +- `timestamp` (events and queries): A UNIX timestamp indicating when the query was received. + +- `query_id` (events and queries): The unique ID of the query provided by the client or generated automatically. Different queries with the same text generate different `query_id` values. + +- `client_id` (events and queries): A user/client ID provided by the client application. + +- `query_response_objects_ids` (queries): An array of object IDs. An ID can have the same value as the `_id`, but it is meant to be the externally valid ID of a document, item, or product. + +Because UBI manages the `ubi_queries` index, you should never have to write directly to this index (except when importing data). + +### UBI events index + +The client side directly indexes events to the `ubi_events` index, linking the event [`action_name`](#action_name), objects (each with an `object_id`), and queries (each with a `query_id`), along with any other important event information. +Because this schema is dynamic, you can add any new fields or structures (such as user information or geolocation information) that are not in the current **UBI events** [schema](https://github.com/opensearch-project/user-behavior-insights/tree/main/src/main/resources/events-mapping.json) at index time. + +Developers may define new fields under [`event_attributes`](#event_attributes). +{: .note} + +The following are the predefined, minimal fields in the `ubi_events` index: + +

+ +- `application` (size 100): The name of the application that tracks UBI events (for example, `amazon-shop` or `ABC-microservice`). + +

+ +- `action_name` (size 100): The name of the action that triggered the event. The UBI specification defines some common action names, but you can use any name. + +

+ +- `query_id` (size 100): The unique identifier of a query, which is typically a UUID but can be any string. + The `query_id` is either provided by the client or generated at index time by the UBI plugin. The `query_id` values in both the **UBI queries** and **UBI events** indexes must be consistent. + +

+ +- `client_id`: The client that issues the query. This is typically a web browser used by a unique user. + The `client_id` in both the **UBI queries** and **UBI events** indexes must be consistent. + +- `timestamp`: When the event occurred, either in UNIX format or formatted as `2018-11-13T20:20:39+00:00`. + +- `message_type` (size 100): A logical bin for grouping actions (each with an `action_name`). For example, `QUERY` or `CONVERSION`. + +- `message` (size 1,024): An optional text message for the log entry. For example, for a `message_type` `QUERY`, the `message` can contain the text related to a user's search. + +

+ +- `event_attributes`: An extensible structure that describes important context about the event. This structure consists of two primary structures: `position` and `object`. The structure is extensible, so you can add custom information about the event, such as the event's timing, user, or session. + + Because the `ubi_events` index is configured to perform dynamic mapping, the index can become bloated with many new fields. + {: .warning} + + - `event_attributes.position`: A structure that contains information about the location of the event origin, such as screen x, y coordinates, or the object's position in the list of results: + + - `event_attributes.position.ordinal`: Tracks the list position that a user can select (for example, selecting the third element can be described as `event{onClick, results[4]}`). + + - `event_attributes.position.{x,y}`: Tracks x and y values defined by the client. + + - `event_attributes.position.page_depth`: Tracks the page depth of the results. + + - `event_attributes.position.scroll_depth`: Tracks the scroll depth of the page results. + + - `event_attributes.position.trail`: A text field that tracks the path/trail that a user took to get to this location. + + - `event_attributes.object`: Contains identifying information about the object returned by the query (for example, a book, product, or post). + The `object` structure can refer to the object by internal ID or object ID. The `object_id` is the ID that links prior queries to this object. This field comprises the following subfields: + + - `event_attributes.object.internal_id`: A unique ID that OpenSearch can use to internally index the object, for example, the `_id` field in the indexes. + +

+ + - `event_attributes.object.object_id`: An ID by which a user can find the object instance in the **document corpus**. Examples include `ssn`, `isbn`, or `ean`. Variants need to be incorporated in the `object_id`, so a red T-shirt's `object_id` should be its SKU. + Initializing UBI requires mapping the document index's primary key to this `object_id`. +

+ +

+ + - `event_attributes.object.object_id_field`: Indicates the type/class of the object and the name of the search index field that contains the `object_id`. + + - `event_attributes.object.description`: An optional description of the object. + + - `event_attributes.object.object_detail`: Optional additional information about the object. + + - *extensible fields*: Be aware that any new indexed fields in the `object` will dynamically expand this schema. diff --git a/_search-plugins/ubi/sql-queries.md b/_search-plugins/ubi/sql-queries.md new file mode 100644 index 0000000000..517c81e1d6 --- /dev/null +++ b/_search-plugins/ubi/sql-queries.md @@ -0,0 +1,388 @@ +--- +layout: default +title: Sample UBI SQL queries +parent: User Behavior Insights +has_children: false +nav_order: 20 +--- + +# Sample UBI SQL queries + +You can run sample User Behavior Insights (UBI) SQL queries in the OpenSearch Dashboards [Query Workbench]({{site.url}}{{site.baseurl}}/dashboards/query-workbench/). + +To query a demo workbench with synthetic data, see +[http://chorus-opensearch-edition.dev.o19s.com:5601/app/opensearch-query-workbench](http://chorus-opensearch-edition.dev.o19s.com:5601/app/opensearch-query-workbench). + +## Queries with zero results + +Queries can be executed on events on either the server (`ubi_queries`) or client (`ubi_events`) side. + +### Server-side queries + +The UBI-activated search server logs the queries and their results, so in order to find all queries with *no* results, search for empty `query_response_hit_ids`: + +```sql +select + count(*) +from ubi_queries +where query_response_hit_ids is null + +``` + +### Client-side events + +Although it's relatively straightforward to find queries with no results on the server side, you can also get the same result by querying the *event attributes* that were logged on the client side. +Both client- and server-side queries return the same results. Use the following query to search for queries with no results: + +```sql +select + count(0) +from ubi_events +where event_attributes.result_count > 0 +``` + + + + +## Trending queries + +Trending queries can be found by using either of the following queries. + +### Server-side + +```sql +select + user_query, count(0) Total +from ubi_queries +group by user_query +order by Total desc +``` + +### Client-side + +```sql +select + message, count(0) Total +from ubi_events +where + action_name='on_search' +group by message +order by Total desc +``` + +Both queries return the distribution of search strings, as shown in the following table. + +Message|Total +|---|---| +User Behavior Insights|127 +best Laptop|78 +camera|21 +backpack|17 +briefcase|14 +camcorder|11 +cabinet|9 +bed|9 +box|8 +bottle|8 +calculator|8 +armchair|7 +bench|7 +blackberry|6 +bathroom|6 +User Behavior Insights Mac|5 +best Laptop Dell|5 +User Behavior Insights VTech|5 +ayoolaolafenwa|5 +User Behavior Insights Dell|4 +best Laptop Vaddio|4 +agrega modelos intuitivas|4 +bеуоnd|4 +abraza metodologías B2C|3 + + + +## Event type distribution counts + +To create a pie chart widget visualizing the most common events, run the following query: + +```sql +select + action_name, count(0) Total +from ubi_events +group by action_name +order by Total desc +``` + +The results include a distribution across actions, as shown in the following table. + +action_name|Total +|---|---| +on_search|5425 +brand_filter|3634 +global_click|3571 +view_search_results|3565 +product_sort|3558 +type_filter|3505 +product_hover|820 +item_click|708 +purchase|407 +declined_product|402 +add_to_cart|373 +page_exit|142 +user_feedback|123 +404_redirect|123 + +The following query shows the distribution of margins across user actions: + + +```sql +select + action_name, + count(0) total, + AVG( event_attributes.object.object_detail.cost ) average_cost, + AVG( event_attributes.object.object_detail.margin ) average_margin +from ubi_events +group by action_name +order by average_cost desc +``` + +The results include actions and the distribution across average costs and margins, as shown in the following table. + +action_name|total|average_cost|average_margin +---|---|---|--- +declined_product|395|8457.12|6190.96 +item_click|690|7789.40|5862.70 +add_to_cart|374|6470.22|4617.09 +purchase|358|5933.83|5110.69 +global_click|3555|| +product_sort|3711|| +product_hover|779|| +page_exit|107|| +on_search|5438|| +brand_filter|3722|| +user_feedback|120|| +404_redirect|110|| +view_search_results|3639|| +type_filter|3691|| + +## Sample search journey + +To find a search in the query log, run the following query: + +```sql +select + client_id, query_id, user_query, query_response_hit_ids, query_response_id, timestamp +from ubi_queries where query_id = '7ae52966-4fd4-4ab1-8152-0fd0b52bdadf' +``` + +The following table shows the results of the preceding query. + +client_id|query_id|user_query|query_response_hit_ids|query_response_id|timestamp +---|---|---|---|---|--- +a15f1ef3-6bc6-4959-9b83-6699a4d29845|7ae52966-4fd4-4ab1-8152-0fd0b52bdadf|notebook|0882780391659|6e92c90c-1eee-4dd6-b820-c522fd4126f3|2024-06-04 19:02:45.728 + +The `query` field in `query_id` has the following nested structure: + +```json +{ + "query": { + "size": 25, + "query": { + "query_string": { + "query": "(title:\"notebook\" OR attr_t_device_type:\"notebook\" OR name:\"notebook\")", + "fields": [], + "type": "best_fields", + "default_operator": "or", + "max_determinized_states": 10000, + "enable_position_increments": true, + "fuzziness": "AUTO", + "fuzzy_prefix_length": 0, + "fuzzy_max_expansions": 50, + "phrase_slop": 0, + "analyze_wildcard": false, + "escape": false, + "auto_generate_synonyms_phrase_query": true, + "fuzzy_transpositions": true, + "boost": 1.0 + } + }, + "ext": { + "query_id": "7ae52966-4fd4-4ab1-8152-0fd0b52bdadf", + "user_query": "notebook", + "client_id": "a15f1ef3-6bc6-4959-9b83-6699a4d29845", + "object_id_field": "primary_ean", + "query_attributes": { + "application": "ubi-demo" + } + } + } +} +``` + +In the event log, `ubi_events`, search for the events that correspond to the preceding query (whose query ID is `7ae52966-4fd4-4ab1-8152-0fd0b52bdadf`): + +```sql +select + application, query_id, action_name, message_type, message, client_id, timestamp +from ubi_events +where query_id = '7ae52966-4fd4-4ab1-8152-0fd0b52bdadf' +order by timestamp +``` + + + +The results include all events associated with the user's query, as shown in the following table. + +application|query_id|action_name|message_type|message|client_id|timestamp +---|---|---|---|---|---|--- +ubi-demo|7ae52966-4fd4-4ab1-8152-0fd0b52bdadf|on_search|QUERY|notebook|a15f1ef3-6bc6-4959-9b83-6699a4d29845|2024-06-04 19:02:45.777 +ubi-demo|7ae52966-4fd4-4ab1-8152-0fd0b52bdadf|product_hover|INFO|orquesta soluciones uno-a-uno|a15f1ef3-6bc6-4959-9b83-6699a4d29845|2024-06-04 19:02:45.816 +ubi-demo|7ae52966-4fd4-4ab1-8152-0fd0b52bdadf|item_click|INFO|innova relaciones centrado al usuario|a15f1ef3-6bc6-4959-9b83-6699a4d29845|2024-06-04 19:02:45.86 +ubi-demo|7ae52966-4fd4-4ab1-8152-0fd0b52bdadf|add_to_cart|CONVERSION|engineer B2B platforms|a15f1ef3-6bc6-4959-9b83-6699a4d29845|2024-06-04 19:02:45.905 +ubi-demo|7ae52966-4fd4-4ab1-8152-0fd0b52bdadf|purchase|CONVERSION|Purchase item 0884420136132|a15f1ef3-6bc6-4959-9b83-6699a4d29845|2024-06-04 19:02:45.913 + + + + +## User sessions + +To find more of the same user's sessions (with the client ID `a15f1ef3-6bc6-4959-9b83-6699a4d29845`), run the following query: + +```sql +select + application, event_attributes.session_id, query_id, + action_name, message_type, event_attributes.dwell_time, + event_attributes.object.object_id, + event_attributes.object.description, + timestamp +from ubi_events +where client_id = 'a15f1ef3-6bc6-4959-9b83-6699a4d29845' +order by query_id, timestamp +``` + +The results are truncated to show a sample of sessions, as shown in the following table. + + +application|event_attributes.session_id|query_id|action_name|message_type|event_attributes.dwell_time|event_attributes.object.object_id|event_attributes.object.description|timestamp +---|---|---|---|---|---|---|---|--- +ubi-demo|00731779-e290-4709-8af7-d495ae42bf48|0254a9b7-1d83-4083-aa46-e12dff86ec98|on_search|QUERY|46.6398|||2024-06-04 19:06:36.239 +ubi-demo|00731779-e290-4709-8af7-d495ae42bf48|0254a9b7-1d83-4083-aa46-e12dff86ec98|product_hover|INFO|53.681877|0065030834155|USB 2.0 S-Video and Composite Video Capture Cable|2024-06-04 19:06:36.284 +ubi-demo|00731779-e290-4709-8af7-d495ae42bf48|0254a9b7-1d83-4083-aa46-e12dff86ec98|item_click|INFO|40.699997|0065030834155|USB 2.0 S-Video and Composite Video Capture Cable|2024-06-04 19:06:36.334 +ubi-demo|00731779-e290-4709-8af7-d495ae42bf48|0254a9b7-1d83-4083-aa46-e12dff86ec98|declined_product|REJECT|5.0539055|0065030834155|USB 2.0 S-Video and Composite Video Capture Cable|2024-06-04 19:06:36.373 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|on_search|QUERY|26.422775|||2024-06-04 19:04:40.832 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|on_search|QUERY|17.1094|||2024-06-04 19:04:40.837 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|brand_filter|FILTER|40.090374|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:04:40.852 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|type_filter|INFO|37.658962|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:04:40.856 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|product_sort|SORT|3.6380951|||2024-06-04 19:04:40.923 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|view_search_results|INFO|46.436115|||2024-06-04 19:04:40.942 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|view_search_results|INFO|46.436115|||2024-06-04 19:04:40.959 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|type_filter|INFO|37.658962|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:04:40.972 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|brand_filter|FILTER|40.090374|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:04:40.997 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|type_filter|INFO|37.658962|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:04:41.006 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|product_sort|SORT|3.6380951|||2024-06-04 19:04:41.031 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|product_sort|SORT|3.6380951|||2024-06-04 19:04:41.091 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|type_filter|INFO|37.658962|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:04:41.164 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|brand_filter|FILTER|40.090374|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:04:41.171 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|view_search_results|INFO|46.436115|||2024-06-04 19:04:41.179 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|global_click|INFO|42.45651|OBJECT-d350cc2d-b979-4aca-bd73-71709832940f|(96, 127)|2024-06-04 19:04:41.224 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|view_search_results|INFO|46.436115|||2024-06-04 19:04:41.24 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|view_search_results|INFO|46.436115|||2024-06-04 19:04:41.285 +ubi-demo|844ca4b5-b6f8-4f7b-a5ec-7f6d95788e0b|0cf185be-91a8-49cf-9401-92ad079ce43b|global_click|INFO|42.45651|OBJECT-d350cc2d-b979-4aca-bd73-71709832940f|(96, 127)|2024-06-04 19:04:41.328 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|on_search|QUERY|52.721157|||2024-06-04 19:03:50.8 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|view_search_results|INFO|26.600422|||2024-06-04 19:03:50.802 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|product_sort|SORT|14.839713|||2024-06-04 19:03:50.875 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|brand_filter|FILTER|20.876852|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:03:50.927 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|type_filter|INFO|15.212905|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:03:50.997 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|view_search_results|INFO|26.600422|||2024-06-04 19:03:51.033 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|global_click|INFO|11.710514|OBJECT-d350cc2d-b979-4aca-bd73-71709832940f|(96, 127)|2024-06-04 19:03:51.108 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|product_sort|SORT|14.839713|||2024-06-04 19:03:51.144 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|global_click|INFO|11.710514|OBJECT-d350cc2d-b979-4aca-bd73-71709832940f|(96, 127)|2024-06-04 19:03:51.17 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|brand_filter|FILTER|20.876852|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:03:51.205 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|type_filter|INFO|15.212905|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:03:51.228 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|product_sort|SORT|14.839713|||2024-06-04 19:03:51.232 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|type_filter|INFO|15.212905|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:03:51.292 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|2071e273-513f-46be-b835-89f452095053|type_filter|INFO|15.212905|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:03:51.301 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|23f0149a-13ae-4977-8dc9-ef61c449c140|on_search|QUERY|16.93674|||2024-06-04 19:03:50.62 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|23f0149a-13ae-4977-8dc9-ef61c449c140|global_click|INFO|25.897957|OBJECT-d350cc2d-b979-4aca-bd73-71709832940f|(96, 127)|2024-06-04 19:03:50.624 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|23f0149a-13ae-4977-8dc9-ef61c449c140|product_sort|SORT|44.345097|||2024-06-04 19:03:50.688 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|23f0149a-13ae-4977-8dc9-ef61c449c140|brand_filter|FILTER|19.54417|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:03:50.696 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|23f0149a-13ae-4977-8dc9-ef61c449c140|type_filter|INFO|48.79312|OBJECT-32d9bb39-b17d-4611-82c1-5aaa14368060|filter_product_type|2024-06-04 19:03:50.74 +ubi-demo|33bd0ee2-60b7-4c25-b62c-1aa1580da73c|23f0149a-13ae-4977-8dc9-ef61c449c140|brand_filter|FILTER|19.54417|OBJECT-6c91da98-387b-45cb-8275-e90d1ea8bc54|supplier_name|2024-06-04 19:03:50.802 + + +## List user sessions for users who logged out without submitting any queries + +The following query searches for users who don't have an associated `query_id`. Note that this may happen if the client side does not pass the returned query to other events. + +```sql +select + client_id, session_id, count(0) EventTotal +from ubi_events +where action_name='logout' and query_id is null +group by client_id, session_id +order by EventTotal desc +``` + + + +The following table shows the client ID, session ID, and that there was 1 event,`logout`. + +client_id|session_id|EventTotal +---|---|--- +100_15c182f2-05db-4f4f-814f-46dc0de6b9ea|1c36712c-44b8-4fdd-8f0d-fdfeab5bd794_1290|1 +175_e5f262f1-0db3-4948-b349-c5b95ff31259|816f94d6-8966-4a8b-8984-a2641d5865b2_2251|1 +175_e5f262f1-0db3-4948-b349-c5b95ff31259|314dc1ff-ef38-4da4-b4b1-061f62dddcbb_2248|1 +175_e5f262f1-0db3-4948-b349-c5b95ff31259|1ce5dc30-31bb-4759-9451-5a99b28ba91b_2255|1 +175_e5f262f1-0db3-4948-b349-c5b95ff31259|10ac0fc0-409e-4ba0-98e9-edb323556b1a_2249|1 +174_ab59e589-1ae4-40be-8b29-8efd9fc15380|dfa8b38a-c451-4190-a391-2e1ec3c8f196_2228|1 +174_ab59e589-1ae4-40be-8b29-8efd9fc15380|68666e11-087a-4978-9ca7-cbac6862273e_2233|1 +174_ab59e589-1ae4-40be-8b29-8efd9fc15380|5ca7a0df-f750-4656-b9a5-5eef1466ba09_2234|1 +174_ab59e589-1ae4-40be-8b29-8efd9fc15380|228c1135-b921-45f4-b087-b3422e7ed437_2236|1 +173_39d4cbfd-0666-4e77-84a9-965ed785db49|f9795e2e-ad92-4f15-8cdd-706aa1a3a17b_2206|1 +173_39d4cbfd-0666-4e77-84a9-965ed785db49|f3c18b61-2c8a-41b3-a023-11eb2dd6c93c_2207|1 +173_39d4cbfd-0666-4e77-84a9-965ed785db49|e12f700c-ffa3-4681-90d9-146022e26a18_2210|1 +173_39d4cbfd-0666-4e77-84a9-965ed785db49|da1ff1f6-26f1-49d4-bd0d-d32d199e270e_2208|1 +173_39d4cbfd-0666-4e77-84a9-965ed785db49|a1674e9d-d2dd-4da9-a4d1-dd12a401e8e7_2216|1 +172_875f04d6-2c35-45f4-a8ac-bc5b675425f6|cc8e6174-5c1a-48c5-8ee8-1226621fe9f7_2203|1 +171_7d810730-d6e9-4079-ab1c-db7f98776985|927fcfed-61d2-4334-91e9-77442b077764_2189|1 +16_581fe410-338e-457b-a790-85af2a642356|83a68f57-0fbb-4414-852b-4c4601bf6cf2_156|1 +16_581fe410-338e-457b-a790-85af2a642356|7881141b-511b-4df9-80e6-5450415af42c_162|1 +16_581fe410-338e-457b-a790-85af2a642356|1d64478e-c3a6-4148-9a64-b6f4a73fc684_158|1 + + + +You may want to identify users who logged out multiple times without submitting a query. The following query lets you see which users do this the most: + +```sql +select + client_id, count(0) EventTotal +from ubi_events +where action_name='logout' and query_id is null +group by client_id +order by EventTotal desc +``` + +The following table shows user client IDs and the number of logouts without any queries. + +client_id|EventTotal +---|--- +87_5a6e1f8c-4936-4184-a24d-beddd05c9274|8 +127_829a4246-930a-4b24-8165-caa07ee3fa47|7 +49_5da537a3-8d94-48d1-a0a4-dcad21c12615|6 +56_6c7c2525-9ca5-4d5d-8ac0-acb43769ac0b|6 +140_61192c8e-c532-4164-ad1b-1afc58c265b7|6 +149_3443895e-6f81-4706-8141-1ebb0c2470ca|6 +196_4359f588-10be-4b2c-9e7f-ee846a75a3f6|6 +173_39d4cbfd-0666-4e77-84a9-965ed785db49|5 +52_778ac7f3-8e60-444e-ad40-d24516bf4ce2|5 +51_6335e0c3-7bea-4698-9f83-25c9fb984e12|5 +175_e5f262f1-0db3-4948-b349-c5b95ff31259|5 +61_feb3a495-c1fb-40ea-8331-81cee53a5eb9|5 +181_f227264f-cabd-4468-bfcc-4801baeebd39|5 +185_435d1c63-4829-45f3-abff-352ef6458f0e|5 +100_15c182f2-05db-4f4f-814f-46dc0de6b9ea|5 +113_df32ed6e-d74a-4956-ac8e-6d43d8d60317|5 +151_0808111d-07ce-4c84-a0fd-7125e4e33020|5 +204_b75e374c-4813-49c4-b111-4bf4fdab6f26|5 +29_ec2133e5-4d9b-4222-aa7c-2a9ae0880ddd|5 +41_f64abc69-56ea-4dd3-a991-7d1fd292a530|5 diff --git a/_search-plugins/ubi/ubi-dashboard-tutorial.md b/_search-plugins/ubi/ubi-dashboard-tutorial.md new file mode 100644 index 0000000000..ac6cd72186 --- /dev/null +++ b/_search-plugins/ubi/ubi-dashboard-tutorial.md @@ -0,0 +1,94 @@ +--- +layout: default +title: UBI dashboard tutorial +parent: User Behavior Insights +has_children: false +nav_order: 25 +--- + + +# UBI dashboard tutorial + +Whether you've been collecting user events and queries for a while or [you've uploaded some sample events](https://github.com/o19s/chorus-OpenSearch-edition/blob/main/katas/003_import_preexisting_event_data.md), you're now ready to visualize the data collected through User Behavior Insights (UBI) in a dashboard in OpenSearch. + +To quickly view a dashboard without completing the full tutorial, do the following: +1. Download and save the [sample UBI dashboard]({{site.url}}{{site.baseurl}}/assets/examples/ubi-dashboard.ndjson). +1. On the top menu, go to **Management > Dashboard Management**. +1. In the **Dashboards** panel, choose **Saved objects**. +1. In the upper-right corner, select **Import**. +1. In the **Select file** panel, choose **Import**. +1. Select the UBI dashboard file that you downloaded and select the **Import** button. + +## 1. Start OpenSearch Dashboards + +Start OpenSearch Dashboards. For example, go to `http://{server}:5601/app/home#/`. For more information, see [OpenSearch Dashboards]({{site.url}}{{site.baseurl}}/dashboards/). The following image shows the home page. +![Dashboard Home]({{site.url}}{{site.baseurl}}/images/ubi/home.png "Dashboards") + +## 2. Create an index pattern + +In OpenSearch Management, navigate to **Dashboards Management > Index patterns** or navigate using a URL, such as `http://{server}:5601/app/management/OpenSearch-dashboards/indexPatterns`. + +OpenSearch Dashboards accesses your indexes using index patterns. To visualize your users' online search behavior, you must create an index pattern in order to access the indexes that UBI creates. For more information, see [Index patterns]({{site.url}}{{site.baseurl}}/dashboards/management/index-patterns/). + +After you select **Create index pattern**, a list of indexes in your OpenSearch instance is displayed. The UBI stores may be hidden by default, so make sure to select **Include system and hidden indexes**, as shown in the following image. +![Index Patterns]({{site.url}}{{site.baseurl}}/images/ubi/index_pattern2.png "Index Patterns") + +You can group indexes into the same data source for your dashboard using wildcards. For this tutorial you'll combine the query and event stores into the `ubi_*` pattern. + +OpenSearch Dashboards prompts you to filter on any `date` field in your schema so that you can look at things like trending queries over the last 15 minutes. However, for your first dashboard, select **I don't want to use the time filter**, as shown in the following image. +Index Patterns + + +After selecting **Create index pattern**, you're ready to start building a dashboard that displays the UBI store data. + +## 3. Create a new dashboard + +To create a new dashboard, on the top menu, select **OpenSearch Dashboards > Dashboards** and then **Create > Dashboard** > **Create new**. +If you haven't previously created a dashboard, you are presented with the option to create a new dashboard. Otherwise, previously created dashboards are displayed. + + +In the **New Visualization** window, select **Pie** to create a new pie chart. Then select the index pattern you created in step 2. + +Most visualizations require some sort of aggregate function on a bucket/facet/aggregatable field (numeric or keyword). You'll add a `Terms` aggregation to the `action_name` field so that you can view the distribution of event names. Change the **Size** to the number of slices you want to display, as shown in the following image. +![Pie Chart]({{site.url}}{{site.baseurl}}/images/ubi/pie.png "Pie Chart") + +Save the visualization so that it's added to your new dashboard. Now that you have a visualization displayed on your dashboard, you can save the dashboard. + +## 4. Add a tag cloud visualization + +Now you'll add a word cloud for trending searches by creating a new visualization, similarly to the previous step. + +In the **New Visualization** window, select **Tag Cloud**, and then select the index pattern you created in step 2. Choose the tag cloud visualization of the terms in the `message` field where the JavaScript client logs the raw search text. Note: The true query, as processed by OpenSearch with filters, boosting, and so on, resides in the `ubi_queries` index. However, you'll view the `message` field of the `ubi_events` index, where the JavaScript client captures the text that the user actually typed. + +The following image shows the tag cloud visualization on the `message` field. +![Word Cloud]({{site.url}}{{site.baseurl}}/images/ubi/tag_cloud1.png "Word Cloud") + +The underlying queries can be found at [SQL trending queries]({{site.url}}{{site.baseurl}}/search-plugins/ubi/sql-queries/#trending-queries). +{: .note} + + +The resulting visualization may contain different information than you're looking for. The `message` field is updated with every event, and as a result, it can contain error messages, debug messages, click information, and other unwanted data. +To view only search terms for query events, you need to add a filter to your visualization. Because during setup you provided a `message_type` of `QUERY` for each search event, you can filter by that message type to isolate the specific users' searches. To do this, select **Add filter** and then select **QUERY** in the **Edit filter** panel, as shown in the following image. +![Word Cloud]({{site.url}}{{site.baseurl}}/images/ubi/tag_cloud2.png "Word Cloud") + +There should now be two visualizations (the pie chart and the tag cloud) displayed on your dashboard, as shown in the following image. +![UBI Dashboard]({{site.url}}{{site.baseurl}}/images/ubi/dashboard2.png "UBI Dashboard") + +## 5. Add a histogram of item clicks + +Now you'll add a histogram visualization to your dashboard, similarly to the previous step. In the **New Visualization** window, select **Vertical Bar**. Then select the index pattern you created in step 2. + +Examine the `event_attributes.position.ordinal` data field. This field contains the position of the item in a list selected by the user. For the histogram visualization, the x-axis represents the ordinal number of the selected item (n). The y-axis represents the number of times that the nth item was clicked, as shown in the following image. + +![Vertical Bar Chart]({{site.url}}{{site.baseurl}}/images/ubi/histogram.png "Vertical Bar Chart") + +## 6) Filter the displayed data + +Now you can further filter the displayed data. For example, you can see how the click position changes when a purchase occurs. Select **Add filter** and then select the `action_name:product_purchase` field, as shown in the following image. +![Product Purchase]({{site.url}}{{site.baseurl}}/images/ubi/product_purchase.png "Product Purchase") + + +You can filter event messages containing the word `*laptop*` by adding wildcards, as shown in the following image. +![Laptop]({{site.url}}{{site.baseurl}}/images/ubi/laptop.png "Laptop"). + + diff --git a/assets/examples/ubi-dashboard.ndjson b/assets/examples/ubi-dashboard.ndjson new file mode 100644 index 0000000000..1ae6562f52 --- /dev/null +++ b/assets/examples/ubi-dashboard.ndjson @@ -0,0 +1,14 @@ 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