Adding interactive dashboard widgets

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30 Comments

  • Patrick DePalma
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    When I alter the Time Filter Widget the date used won't persist and will reset when I leave and return to the page.  Additionally if I have automatic sharing setup then it will use the default time of 30 days.  Is there a way to have the Time Filter persist?

    I'd rather not have multiple versions of the same query where the only difference is the timeframe.

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  • Nhia Lor
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    Hi Patrick,

    You can achieve the functionality of setting default dashboard filter results by creating and using Explore Bookmark filters on your dashboards.  One of my colleagues has provided some helpful instructions on how to accomplish this in the comments of this article HERE.

    For your convenience I will list them below as well:

    This result was achieved by using a Bookmark filter. You can read more about how to use Bookmarks in Explore here

    Essentially the process is as follows:

    1. Filter to a timeframe 

    2. Capture this timeframe as the default using the Bookmark

    3. Hide the Bookmark widget from the dashboard

     

    Hope this helps with what you were looking for!

    Best Regards,

    Nhia Lor.

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  • Gal Zohar
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    Hi,

     

    This is a very useful feature, but imho it's missing a critical capability.

    In the *filter setup*, I am looking for the option to limit the possible values. Let's say I want to set up a filter by tag, and I want to give the user a multiselect of the tags "vip_client", "new_client" and "returning_client". If I try to do this, the dashboard user will get a list of all the tags (100s of them), instead of only the 3 I care about for this specific dashboard. 

    Another example is - when using a recently added ticket field, many tickets show NULL or blank. I don't need those options in the dashboard filter, but I can't set up the filter without showing them.

    Is there a way to limit the filter for a few specific (pre-chosen) values for the dashboard user to chose from?

    Thanks!

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  • Dan Kondzela
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    Hey Gal! That is a good use case, you would likely find the most success in utilizing Groups or Sets. More information on Groups and Sets can be found on this document: Organizing Values by Groups and Sets

    The basic route you would want to take would be to log create a group of the relevant Ticket Tags while grouping all the other tags into an 'Other' group. This will give you more control over filtering the data on your query than a Set might. That being said, a Set will accomplish the same functionality! Just be prepared to see much lower numbers, potentially, then you currently are.

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  • Justin
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    What would cause a query to not update on a dashboard when updating a filter? For example, if I have a date range filter, and update it, some of my queries are not changing

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  • Joe Beaudoin
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    Hi Justin,

    Thanks for your question!

    If the queries in question are not updating when you apply a time based filter to a dashboard, then it's likely the case that the dataset these queries are built from does not have the attribute you've selected to filter for.

    When dashboards have queries from multiple datasets, each dataset has its own subset of attributes. Time based filters look for an attribute to key off of, and they are capable of having multiple attributes configured. If your filter is devoid of an attribute from each dataset present in your respective queries, then those queries will fail to respect the range of your filter and the data won't be manipulated.

    Consider reviewing the attributes you have checked for your filter and be sure to "check the box" for (at least) one from every dataset you intend to filter so that all of your queries respond accordingly.

    I hope this helps!

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  • Colin Wilkinson
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    Has the "updated at" widget been deprecated? I'm not finding it in the widget menu.

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  • Job Thomas
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    A few comments after testing this and in line with what Patrick suggested: having the option to select default values on the filters would be a huge improvement. How Insights/GoodData currently handles this is a lot easier.

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  • Judd Higgins
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    I second Colin!  There is no "Add Updated At" in the Add Menu.  

     

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  • Rob Stack
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    Hi Judd and Colin, apologies for the delay replying. I've investigated this and yes, the "updated at" widget was removed. I believe there are plans to add similar functionality in the future.

    In the meantime, I've removed it from this article. Thanks to you both for pointing this out!

     

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  • Justin
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    Why do I sometimes get this blank screen when trying to add a data filter?

     

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  • Nicole - Community Manager
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    Hey Justin -

    Are you still seeing this issue? I checked in with Rob, and he said that sounds like a bug. If it's persisting, let us know and we'll spin up a support ticket for you.

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  • Jaïs Pingouroux
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    Hello,

    I believe there are a couple of issue when adding data filter widgets:

    - tags are displayed instead of values for custom fields:

    - Deleted organizations also appear when using data filter on organizations:

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  • Joe Beaudoin
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    Hi Jaïs,

    Thanks for your post!

    So the tags are currently expected - that's the default display option for custom ticket fields in Explore. And the deleted values still displaying is expected, as well - access to archived ticket information requires that we afford customers the option to select for old, now deleted values for which they have data in their Zendesk.

    We are currently running an EAP for customers to have custom field values display instead of their tag alternatives, which you can sign up for here:

    https://docs.google.com/forms/d/e/1FAIpQLSfySgFup_vfeYVgypCds4r5FI4w3-iGrbrDPHD9k2-ON3VK7g/viewform

    Additionally, if you don't want the deleted values to show, you can create a standard calculated attribute that only contains the values you'd like to see:

    https://explore.zendesk.com/hc/en-us/articles/235948948

    I appreciate you posting about this and hope the resources I've provided help out!

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  • Jaïs Pingouroux
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    Thanks for your answer Joe.

    I can't join the EAP, because most of my custom fields are multiselect fields :)

    I still have troubles with standard calculated attributes, I haven't taken the knack I guess. For instance, I wanted to edit a clone of a the native Support dashboard in order to get stats on some groups only, and was able to do so only by using bookmarks :/ Basically I want a filter widget that proposes only some groups i've selected for a tab, not all the groups. Is that even possible?

    I'll have a look at using calculated attributes though regarding the possibility not to display deleted organizations.

     

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  • James Wilding
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    Hi

    I also have the same issue with filters as Justin

    They seem to work fine, then I edit my dashboard for a while and notice my filters have stopped working. If i check on the filters then I see there are no datasets associated with them.

    If I add a new filter I can't see any datasets

    They only seem to work again if i create a new dashboard. Am i doing something wrong?

    Thanks

    James

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  • Mari-Liis
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    I've tried to use "time filter widget". I've selected "applied to" datasets and everything should be configured correctly. When I change the date in the time filter the data changes but the data seems not to be up to date.

    When I go to edit the query then it updates the data for me in the dashboard. Just for a note, I've built the query very simple, adding no time frame. 

    This picture is taken when I go to my dashboard and simply used the time filter to check data in a different time period: 

     

    This is what I get after I went to edit the query on my dashboard (actually didn't change anything in the query, simply went there and clicked to save): 

     

     

    Does anyone know what I might be doing wrong? 

    Thanks in advance, 

    Mari-Liis 

     

     

     

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  • Shera Esquivel
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    Hello Mari-Liis!

    In order to investigate your issue further time filter widget, I'll need to take a look inside your account. Right now the Account Assumption feature is disabled, but if you change the account assumption setting to “Enabled” you can grant me temporary access to troubleshoot the issue within your account. Please note that when you change the setting of this feature, all administrators listed on your account will receive a notification email.

     

    If you’d like to enable this, please follow these instructions to access your settingsIt would be very helpful if you were able to set access to at least “one week” in the event that this ticket needs to be escalated to a higher level of support. Once enabled, please respond to this ticket and I’ll be happy to help the best I can.

     

    If you don't want to enable Account Assumption, can we schedule a screen-share or may I request screenshots of the issue? If you have questions, please don’t hesitate to let me know.

     

    Thank you.

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  • Shera Esquivel
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    Hello Mari-Liis!

    In order to investigate your issue further time filter widget, I'll need to take a look inside your account. Right now the Account Assumption feature is disabled, but if you change the account assumption setting to “Enabled” you can grant me temporary access to troubleshoot the issue within your account. Please note that when you change the setting of this feature, all administrators listed on your account will receive a notification email.

    If you’d like to enable this, please follow these instructions to access your settings. It would be very helpful if you were able to set access to at least “one week” in the event that this ticket needs to be escalated to a higher level of support. Once enabled, please respond to this ticket and I’ll be happy to help the best I can.

    If you don't want to enable Account Assumption, can we schedule a screen-share or may I request screenshots of the issue? If you have questions, please don’t hesitate to let me know.

    Thank you.

    Shera Esquivel | Customer Advocate, Tier1 | support@zendesk.com

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  • Ellen Livengood
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    I have an issue with a dashboard that has two tabs.

    I added a time filter and a data filter to the first tab. They work fine. I left the "Do not share across tab" checkbox unchecked. Then, I created a new tab and added a query that uses the same data set. However, the query on the second tab remains unchanged when I apply either the time or the data filter on the first tab.

    I tried added these same filters to the new tab, and then they work. So my conclusion is that the checkbox is not working right, or there is some other action I need to take to get the second tab to accept the filters. Would appreciate some help.

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  • Shera Esquivel
    Comment actions Permalink

    Hello Ellen,

    Could you set up account assumption so that I can try to replicate the issue? And kindly provide your subdomain, so that I can pull up your account and escalate to our Technical Support engineer if needed.

    If you change the account assumption setting to “Enable” you will grant me temporary access to troubleshoot the issue within your account. It would be very helpful if you were able to set access to at least “one week” in the event that this ticket needs to be escalated to a higher level of support.

    If you’d like to enable this please follow these instructions to access your settings, as shown in the image below:



    First go to(Admin

     → Security → Global → Allow account assumption → Choose duration).

    Thank you,

     
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  • Ellen Livengood
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    Hi Shera, I enabled account assumption, our subdomain is "openconnect".

    In the meantime, I discovered that if I added the time selector widget to every tab, the dates you select on one tab sync up with the other tabs. However, the UX is a bit odd given that I had to replicate that time selector exactly (but manually) on every tab.

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  • Shera Esquivel
    Comment actions Permalink

    Hello Ellen,

    I have been trying to replicate the issue you encountered, but I will need a specific dashboard and tabs that you are referring to when you had these issues:

    "I added a time filter and a data filter to the first tab. They work fine. I left the "Do not share across tab" checkbox unchecked. Then, I created a new tab and added a query that uses the same data set. However, the query on the second tab remains unchanged when I apply either the time or the data filter on the first tab."
    -could you please send a screenshot of which tab are you referring to this? And the dataset?

    "In the meantime, I discovered that if I added the time selector widget to every tab, the dates you select on one tab sync up with the other tabs. However, the UX is a bit odd given that I had to replicate that time selector exactly (but manually) on every tab"
    -kindly provide a screenshot of which tab are you referring to and what is UX?

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  • Ellen Livengood
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    There is only one custom dashboard in our instance, it is called "Open Connect Dashboard". Can you not access it?

    I added the time (and data) filters to the first tab ("Tickets by week"), then I had to add the same time filter widget to the other two tabs as I described. Not sure what more info you need given that you should be able to access the dashboard.

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  • Shera Esquivel
    Comment actions Permalink

    Hello Ellen,

    Thank you for the clarification, I have accessed your dashboard and confirmed that by default, the filter each tab doesn't sync to another tab, this has to be done manually.

    The filters are only being spread if both the filters come from the same data source (not including the linked with filters).

    The workaround here, would be to put a query from that datasource of tab 1 in your second tab (even if it means hiding it afterwards) and have both the filter from both tabs coming from the same datasource and linked to the second datasource.


    I hope this helps!

    Kind regards.

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  • Nick Wiegand
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    James/Justin,

    I was/am having the same issue with the blank filters.  I found a solution.  The height of the tab and the width of the dashboard seem to break this.  If you set them all to 0 and set Fit to screen under tab options the filters come back.

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  • Chris Stock
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    I've got a similar issue to Ellen, and I don't think I understand your workaround Shera.

    I want one time filter on the first tab, that applies to queries across all tabs. I'm using queries from two different data sets. I've set the time filter to link to the solved at attributes on both datasets, but it only applies to the first tab. Any ideas?

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  • James Sanford
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    Hey Chris!

    If you'd like your Time Filter to apply across tabs you'll want to make sure the last option in the Time Filter configuration for "Do not share across tab" is disabled.

    If you're still not seeing that applied across tabs after saving those changes and publishing them to your live dashboards I'd recommend submitting a ticket to our Advocacy team so we can investigate or replying here so I can open one for you :) 

     

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  • Chris Stock
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    Thanks @James, I've gone back to it today and the filters seem to be syncing up fine.

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  • Teddy
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    Hi 

    Is the any way to setup filter that can use across 2 different data set? Example i want to filter assignee name in Ticket and SLA.

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