Learning Explore for Insights users

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12 Comments

  • Chris Bulin
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    Is there any place where we can find equivalent metrics between Insights and Explore? For instance, I'm pretty sure # Tickets in Insights is Tickets>Tickets in Explore, but since the metrics aren't written the same way, it is difficult to tell.

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  • Patrick Bosmans
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    Chris, 

    We currently don't have a direct comparison chart for a side-by-side comparison of metrics between the 2 platforms.

    However, I did ping our documentation team to see about adding this to our knowledge base to help with any confusion for our customers as they migrate from Insights to Explore.

    Unfortunately, I do not have an ETA for you at this time.

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  • Chris Bulin
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    Thanks for the update Patrick!

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  • Jonathan March
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    Just want to confirm explicitly -- after activating Explore, Insights will still be available for a long time (a) to actually use and (b) to refer to when setting up Explore, correct?

    Thanks!

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  • Nicole - Community Manager
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    Hey Jonathan -

    Yes and yes. Accounts that currently have Insights will keep it when they purchase Explore for the time being. More info here: The future of reporting for Zendesk products

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  • Allison Ramsey-Henry
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    I am excited about the new product but I am disappointed that there is so little support for moving our reports. We have years of reports used by many different users which will have to re-built in Explore. The lack of specific documentation on the data and metric conversions makes it harder- I hope to see that soon. For now I think we will probably stay put in Insight until we're forced to move.

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  • Crystal Bishop
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    We have a number of custom metrics written in MAQL. Will those metrics be usable in Explore? If not, are there any conversion tools for those metrics or do we have to re-learn formula writing for Explore?

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  • Katie Rosenhamer
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    Is there any way, or any roadmap plans, to move our queries from the old GoodData site into Explore? I have several queries that I didn't author and I don't want to even try to rewrite (they're complicated). 

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  • Jessica Blake
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    @Allison, thanks for your feedback! I will pass this on to our Explore product managers, and we are doing our best to update the documentation every day. I recommend if you have any specific requests that you'd like to pass on that you post in our Product Feedback Forum for Explore. We also have a Troubleshooting Forum if you are getting stuck on any particular reports and I definitely encourage you to get involved there. 

    @Crystal, at the moment there is no conversion tool from moving your custom Insights metrics over to Explore. If you post in the forums I mentioned above, or send a ticket to support@zendesk.com we should be able to assist you if you are getting stuck on moving any over.

    In terms of learning Explore formula writing, this article is a great start. I also have personally found it valuable to run through a few of the Explore recipes in our help center to practice creating metrics. 

    @Katie, as our roadmaps are constantly changing I can't speak to whether or not a conversion tool is currently planned. Other than the options I mentioned above, you could consider engaging our Services team to create queries in Explore and update your current reporting offering.

    Thanks for your feedback on this everyone! I am passing all of this on to the Explore team.

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  • Nicole - Community Manager
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    Hi Allison -

    We hear you, and the good news is that we have several things in the works to assist users and ease this process as much as we can. Those pieces of documentation aren't available just yet, but I've been told they'll be live in the next few days. I'll update here once they're available.

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  • Nicole - Community Manager
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    Here's our official documentation on moving to Explore from Insights.

    We're also hosting an AMA-style conversation around creating reporting recipes for Explore tomorrow in the Zendesk Community; please feel free to post your recipe-related questions there.

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  • Jean-Paul Durand
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    We are like many other Zendesk Insights users wanting to migrate our reports to Zendesk Explore with minimum pain. I checked your documentation today and there is nothing about it except starting over. Do you have any ETA to provide a migration tools?

     

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