A query is a request for information from your Zendesk data. For example, you might want to ask "How many support tickets do I have that are in an open state?". With Explore, you can create and store multiple queries in the queries library. You can then arrange these queries on dashboards which you can share with others.
This topic shows you how to create a new, blank query using two different methods. For help performing other operations with queries like cloning, deleting, and renaming them, see Working with queries.
Creating queries from the queries library
You can create a new query directly from the Queries library. The queries library includes all of your created and cloned reports. You must have added a dataset or duplicated a dashboard to add a query from the queries library (see Working with datasets or Cloning pre-built and shared dashboards).
To create a query
- Click the Queries icon (
).
- Click the New query button.
- Choose the dataset containing the information you want to use in your report.
For help choosing a dataset, see Working with datasets.
- Click New query.
Query Builder opens a new query using the dataset you chose.
Creating queries from datasets
You can create new, blank queries from a dataset. To add queries from a dataset, you must connect to a Zendesk Support dataset (see Choosing and creating datasets or Cloning pre-built and shared dashboards).
- Click the Dataset library icon (
).
- Hover over the dataset you want to create a query from.
- Click the Settings icon to the right of the dataset name.
- Select New query from this... from the drop-down list.
Query Builder opens with a blank query using the dataset you chose.
Creating queries from dashboards
While you are creating a dashboard, you can start a new query directly from the dashboard builder. For help creating dashboards, see Creating dashboards and Adding queries to dashboards.
To create a query from a dashboard
- Make sure that the dashboard you have opened is in edit mode. In the dashboard customization menu of Dashboard Builder, click Add
- From the drop-down list, select Add query.
- On the Select a query page, click New query.
- Choose the dataset containing the information you want to use in your report.
For help choosing a dataset, see Working with datasets.
- Click New query.
If you need help creating a query, follow the articles in the Building queries section.
9 Comments
Hi,
I am not able to see a dataset or dashboard for "Talk". How do I retrieve this data?
Hello Niels,
I have created a ticket on your behalf to get some account specific information. You should be getting an email from us shortly.
The article seems to be missing the link to the video "Creating queries (1:14)" Am I missing something?
Thanks!
Hi Judd, thanks for the question. The video was removed due to product changes leading up to release. I've changed the article to remove the reference to it. I'm sorry for any confusion.
This video looks to be very out of date, that's not what anything looks like in the interface. Additionally, the steps below the video do not cover the same content as the video, which is unfortunate for folks who can't see the video or are hearing impaired, as there's also no captions.
Can anyone advise about visibility of queries? If we have many unrelated agents/ analysts/ managers creating internal reports and dashboards, is there a way to adjust settings so that we can only see certain reports/dashboards as we did in Insights? Thank you.
Is it possible to create a non-numeric query?
I'd like to create a wordcloud to see the most common words written in or the most common ticket tags used. But it seems that I can only create numeric queries?
Thank you.
Hi Kristie, if you add COUNT(Tickets) to the Metrics panel and Ticket Tags to the Columns panel, then set the visualization to Word Cloud, that should give you the results you want. Hope this helps.
Thanks, Rob! That got me what I wanted.
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