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User Help > Facets > Refining Search Results Using Facets

Refining Search Results Using Facets

Facets provide an intuitive visual method to easily refine search results.

The following sections describe how to perform specific facet tasks:

Narrowing results according to one value in a facet

  1. In the facet corresponding to your search criterion, click the facet value for which you want to refine the search results.

    Example: When you want to only see PDF documents, in the Type facet, click PDF.

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    • In the facet:

      • The selected value check box is selected and its label is highlighted.

      • A + appears in front of the number of occurrences for other values to indicate that selecting them would add the corresponding number of results.

      • The facet background color changes lightly to indicate that the facet has at least one active selection.

        Note: This behavior is only available in the .NET search interface.

      • The top right corner icons differs between the two frameworks:

        • To clear all facets selected values:

          • Select the eraser icon in the .NET search interface.

          • Select the Clear [Facet Name] icon in the JavaScript search interface.

        • Other features are available through facet icons (see About Facets).

    • In the search results:

      • The results are updated to only show PDF documents.

      • An indication appears at the top of the search result to highlight that the results are matching constraints.

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  2. The icons to clear the facet selection differ between the two frameworks:

    • In the .NET search interface:

      • Select the eraser icon or click a strikeout value.

        OR

      • At the end of the matching refine constraint message, click [Clear All].

    • In the JavaScript search interface:

      • Select the Clear [Facet Name] icon or click the strikeout value.

        OR

      • At the end of the [Facet(s)]: [Refined constraint value(s)] indication, click the Clear All Filters icon .

Narrowing results by excluding one or more values in a facet

  1. In the facet corresponding to your search criterion:

    1. Position the pointer over the facet value that you want to exclude.

      The value is highlighted and the exclude icon appears on the right of the facet value.

    2. Click the exclude icon .

    Example: In the following illustration, ZIP and Word documents have been excluded. The pointer is over the Picture value, showing the exclude icon .
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    Excluded facet values
    Eraser icon in .NET search interface or the Clear [Facet Name] icon in the JavaScript search interface allowing to clear all facet selections
    Exclude icon appearing when the pointer is over a facet value

    In the facet:

    • The excluded values are highlighted using strikethrough text, and their label is faded.

    • The top right corner icons differ between the two frameworks:

      • To clear all facets selected values:

        • Select the eraser icon in the .NET search interface.

        • Select the Clear [Facet Name] icon in the JavaScript search interface.

      • Other features are available through facet icons (see About Facets).

    • The search results are updated, eliminating excluded documents.

    • An indication appears at the top of the search result to highlight that the results are matching constraints.

  2. The icons to clear the facet selection differ between the two frameworks:

    • In the .NET search interface:

      • Select the eraser icon or click a strikeout value.

        OR

      • At the end of the matching refine constraint message, click [Clear All].

    • In the JavaScript search interface:

      • Select the Clear [Facet Name] icon or click the strikeout value.

        OR

      • At the end of the [Facet(s)]: [Refined constraint value(s)] indication, click the Clear All Filters icon .

Selecting more facet values using the search box

A search box appears when a facet has more values than the ones currently visible. When the list of facet values is long, the search box allows you to easily find and select or exclude hidden facet values.

  1. In the search box of the facet corresponding to your search criterion, type a few characters of the facet value that you want to add or exclude.

  2. In the list of available facet values matching the typed characters that appears below the search box:

    • To include search results for a value, select the value.

      OR

    • To exclude a value, click the exclude icon .

    In both cases, the value appears in the list of visible facet values.

    Example: You want to see only PDF and Excel documents in the search results. In the Type facet, the PDF value is visible and you select it. The Excel value is not visible. In the search box, you type ex, Excel appears in the list of matching values, and you select it.
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    Note: In the facet search box list, you can use the following keyboard shortcut keys:

    • Up Arrow and Down Arrow: Respectively move the highlight to the previous and next element.

    • ENTER: Selects the highlighted element.

    • Keyboard shortcut keys to remove the highlighted element differs between the two frameworks:

      • CTRL+DEL in the .NET search interface.

      • SHIFT+DEL in the JavaScript search interface.

  3. When needed, repeat the previous step for other values.

    Note: Your Coveo administrator can set the default values for the number of maximum initially visible facet values, the number of values added or hidden when you click More or Fewer, and the maximum number of values appearing in the search box matching list (see Adding or Customizing a Facet With the .NET Interface Editor).

Narrowing results using the AND/OR logical condition

Coveo .NET Front-End version 12.0.48+ (August 2012)

For most facets, selecting multiple facet values creates a search with an OR logical condition. This makes sense when the field on which the facet is based can contain only one value for a given document.

Example: In the Type facet, you select Word and PDF to find documents that are either Word OR PDF files. A document cannot be a Word AND a PDF file at the same time.

In facets based on a field that can contain multiple values for a given document, the new control that automatically appears in the facet to allow you to choose between the OR and the AND logical condition differs between the two frameworks:

  • To choose the OR logical condition:

    • Select the OR icon in the .NET search interface.

    • Select the Switch to OR icon in the JavaScript search interface.

  • To choose the AND logical condition:

    • Select the AND icon in the .NET search interface.

    • Select the Switch to AND icon in the JavaScript search interface.

Example: In the My Emails search interface, email messages can have multiple recipients. In the To facet, by default you search using the OR logical condition. In this case, when you select two or more names, the search results list the emails received by at least one of them.

When you select the AND logical condition by selecting the AND icon in the .NET search interface or the Switch to AND icon in the JavaScript search interface, the search results only list emails for which all selected people where recipients. Imagine you want to find a message that you know you sent to Liz and Bruce as co-recipients.

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Click the AND icon in the .NET search interface or the Switch to AND icon in the JavaScript search interface to get the AND logical condition.

Select a first email recipient. The name moves to the top of the facet.

Note: In the JavaScript search interface, the selected facet values are listed according to the selected sort option.

Select another recipient to only list email messages sent to both persons.
Here, 25 messages were sent to Liz Smith and Bruce Lapointe as co-recipients.

Narrowing results using combinations of facets

You can very quickly drill down into your search results using a combination of two or more facets.

Example: You want to find all the 2012 PDF documents authored by Coveo in the online help. To do so, in the Type facet click PDF, in the Author facet click Coveo, in the Collection facet click Online Help and in the Year facet click 2012.
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The presence of a facet can be conditional on a selection of a value on another facet.

Example: By default, the Month facet appears only when a value is selected in the Year facet. This behavior is generally desirable as users more often want to refine search results for a specific month of a specific year rather than for a specific month of any years.

Note: This feature is only available in the .NET search interface.

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