Understanding disconnected date dimensions in Insights (Professional and Enterprise) Follow

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By Chiara Rizzi, GoodData

With Insights, you can create a lot of great reports and add them to dashboards to give meaning to your Help Desk data. In this article, we will explain how to build a dashboard with a lot of different reports, all within a selected date range.

Let’s imagine you have these reports in your dashboard: Tickets Created, Tickets Solved, Satisfaction Score, and Backlog Tickets. And you want to see data for each of these reports from the 1st of January to the 15th of March. Do you see the conflict here?

The difficult way at this point would be to add different date filters to every report, and then modify every single report every time you’d want to see different date ranges. That’s a ton of work!

Insights has an amazing and simpler new way to do this: the Date (Timeline) Filter. When you change this filter, all the reports automatically show data for the time range selected. Sounds easy, right?

But how does it work, exactly?

Let's look at an example in the pre-built dashboard

Let’s take a look at one of the pre-built reports in your  “Insights - view Only dashboard” called Tickets created by channel, which is in the Tickets tab.

This dashboard where we’ve also added our report, is a great example because it already contains a Date (Timeline) Filter we can play around with.

You don’t need to modify this report in any way, but it’s a good example to follow when you want to create another dashboard and use the Date (Timeline) Filter.

Let's look at how the example report is defined

Now let’s look at how the Tickets created by channel report is defined, especially the filter:

As you can see, there is quite a peculiar filter here: Date (Ticket Created) where _Filter Ticket Created Date is greater than0.Without this filter, the report won’t show the date range 1st of January - 15th of March as we would like to. But why?

Every date in GoodData has a numerical value associated to it. To make a report work with the disconnected Timeline date filter, you have to construct a metric that gets the date numeric value from the dashboard filter, and also affects the report structure, otherwise it won’t work.

These types of metrics are already pre-built in Insights, so you don’t have to create them. They all start with the prefix _Filter. Each metric relates to a specific date dimension and so you can select whichever metric makes sense for your report.

For example, if you wanted your report to be filtered on Date (Ticket Solved), you'd choose the _Filter Ticket Solved Date metric.

If you apply this kind of filter to all of the reports you want to add to your dashboard, the date (timeline) will work perfectly, as it will show you the results you want!

Happy reporting!

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Comments

  • 0
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    Alexis Manetas

    Is there a way to specifically choose one date in a date range? For example if I want to show data from only the second day of the week selected in the range?

  • 0

    I have the same question as Alexis, I was looking to generate reports on fixed date ranges, the only option I could see was to use previous x amount of days which isn't ideal.

    Ideally I've love to be able to have a dynamic report that allowed me to look at information based on a date field for the last month. (i.e. where attribute date is last month) is there any way I can do this?

    We do reporting month to month so it'd be really help to be able to set-up reports that don't require find tuning every month or manual manipulation of data with excel sheets.

  • 0

    Hello Alexis and Paul,

    I did a bit of research into this and the best way to do this would be to use a How and then just select the day of the month for example that you are looking for. For example if you just wanted to see the number of tickets created on the second day of each month you could select the attribute "Day of Month (Ticket Created)" and then filter that for the second day of each month. You could set this up for any of the other attributes. Is this along the lines of what you are looking for?

  • 0
    Avatar
    Alexis Manetas

    So what I'm trying to do is, on a dashboard that is for a chosen week, have 7 reports that show different information for each day of that specific week (ie a report for that week's Monday, that week's Tuesday, etc.). So sadly basing it off a specific date of a month doesn't seem like that would fit in this case. :-/ Thanks for the suggestion though!

  • 0

    You are welcome Alexis! I looked into this a bit more and it doesn't look like we have a way to do exactly what you are doing unfortunately. That being said I want to point you in the direct of our Product Feedback forum (https://support.zendesk.com/hc/en-us/community/topics/200132066-Product-feedback). Our product team pays very close attention here to suggestions and ideas from our user base so please leave some feedback regarding your reporting needs here. Also if you find any posts you like please follow and +1 them as well!

  • 0

    I'd like my report to be filtered by ticket update, so would I need to create a "_Filter Ticket Last Update Date" metric (as it doesn't exist now)?

    Edited by Cameron D.
  • 0

    @Cameron - You've got it. If you reproduce the syntax for one of the other date filter metrics and substitute the 'Date (Ticket Last Updated)' attribute for the existing attribute you should be all set. Be sure to leave the timeline attributes in place.

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