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You can add interactive components to a dashboard so your viewers can interact with and customize their results. Only editors can add interactive components, but anyone with permission to view a dashboard can use them.
For help using interactive components, see Interacting with Explore dashboards.
Related articles:
Filtering results
Viewers can use interactive filter components to restrict results to specific attribute values, date and number ranges, or the highest and lowest results. You can configure filters to work across multiple tabs, and prevent filters from applying to individual reports.
This section contains the following topics:
Filtering dashboards by time or attributes
Adding a time filter component
A time filter enables users to edit the displayed period for a dashboard.
- In the Dashboard menu, click + > Time filter.
- In the Time filters panel, select a date attribute to use in the filter.
The time filter component is added and will resemble the image below.
Using the time filter
Now that you've added a time filter, dashboard viewers can use it to configure the period displayed on the dashboard reports.
To change the displayed period
- In your dashboard, click your time filter.
- From the dropdown list, select the period for which you want to display results, for example, Last 12 months.
Your dashboard reports refresh to display only data for the period you selected.
Adding a data (attribute) filter
A data filter enables viewers to filter results by an attribute's values. Viewers can divide data by an additional attribute without the results appearing on each report.
To add a data filter
- In the Dashboard menu, click + > Data filter.
- On the Choose data filter dataset panel, select the attribute by which you want to filter.
You can either browse the available attributes in the list or refer to Understanding Explore datasets for a complete list of available values for your dataset.
Tip: If you choose a date attribute, think about how you want your viewers to be able to filter the dashboard. For example, a common filter might be the date the ticket was created, so you'd choose the Ticket created - Date attribute. The attribute you select must be part of the dataset used to generate the report you’ve added to the dashboard.
Your new filter is displayed. In this example, you've added a data filter to only show results for tickets that contain one or more selected tags.
Selecting new attributes
When you select these interactive widgets, your viewers can edit the initial attributes to view other possible outcomes.
The following interactive widgets that enable your viewers to edit existing metrics or attributes:
Selecting a different attribute
The change attribute interactive component lets viewers select a new attribute for a report from a list you configure.
- In the Dashboard menu, click + > Change attribute.
- In the Add change attribute panel, select the dataset containing the attribute you want to become a change attribute.
- Select the attribute that will become a change attribute.
- After you select an attribute, you can edit the display format and restrict the list of available attributes.
- When you are finished, click Add.
Your change attribute component is displayed and will resemble the image below.
Excluding reports from dashboard filters
You can prevent dashboard filters from applying to individual reports within the dashboard. This is helpful if you don't want dashboard-level filters to overwrite the filters configured in the report itself.
To turn off dashboard filters for a report
- Select a report in the dashboard. The filter options menu displays.
- From the Exclude from filters dropdown list, select the filters you want to exclude from your report.
Your dashboard updates with the new filter configuration.
19 comments
Joshua Bentley
@... - did you ever get an answer to your question? That's exactly what I'm trying to do right now.
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Matt
Hi Joshua!
Limiting attributes to preselected values should be doable by utilizing sets. When creating a dashboard data filter using a set as the data filter column, only those attributes in that particular set will show up in the dashboard to be selected.
Follow along this documentation below to create sets.
https://support.zendesk.com/hc/en-us/articles/360022184334#topic_fsd_gw1_fv
Matt - Customer Advocate
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Joshua Bentley
It doesn't look like the time filters include any of the Initial Rating metrics from the Ticket Updates dataset. Example: Bad Initial Rating.
I added a new time filter to the dashboard and don't have that as one of the options. Am I missing something?
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Ronald
Can anybody explain the "Cascade prompts" option? I don't understand this:
I've noticed that when I choose this option in the data filter options the "Permanently Deleted" option disappears from the list of dropdown options. I also don't fully understand "Permanently Deleted" -- I think this means the value no longer exists as an option in the dropdown (it was deleted) but historical tickets remain with that now deleted option selected.
Can anybody explain the "Cascade prompts" option and if/how this is related to the "Permanently Deleted" dropdown option. TYSM
0
Dainne Kiara Lucena-Laxamana
Hi Ronald
You are correct that the "Permanently Deleted" is for the deleted value.
So the main reason why it shows "Permanently Deleted" when you choose the "Cascade" filter, is that your tickets that populate in the report may have deleted values. From there you would have the option to exclude it from the report & only active values would be loaded.
To further explain the cascade option, for example you have a data filter for it to only show tickets with the tags a,b,c,d,e & the ticket Ids from 1-100. If you click on the cascade option for ticket tag D, it would then only load the ticket ids that have the ticket tag D.
1
Rebeca
I would like to add a report to a dashboard and make it so that on Mondays, the dashboard shows the stats from the previous week. Is it possible to automate this?
I tried adding a time filter on the dashboard to manually select the date range, but when I select them, looks like it's not applied.
Any input is appreciated, thanks in advance.
0
Melissa Norton
Rebeca you'll need to change your time filter to last week and then add a bookmark and pin the bookmark for last week to "stick" for your deliveries. Pinning the bookmark makes it the default state of the dashboard. You can also hide the bookmark and/or time filter if you want.
0
mfg
When selecting the attributes for the change attribute widget, the attribute options appear to be limited (maybe by the attributes currently in use by the reports on the dashboard?). How do you add additional attributes to the widget?
Is there a way to limit the reports that are affected by the change attribute widget, in the same fashion as the [exclude filters] config on reports?
0
Gab Guinto
Yes, the selection is limited to the current filters applied at the report level. An attribute will only show up in the list if it's applied as filter to at least one of the reports added to the dashboard. A change attribute will allow you to switch the original filters added to the report to another attribute filter.
And, yes, you can configure a report widget to exclude certain change attributes also via the Exclude filters menu.
0
Efrat Barak Zadok
Is it possible to have the same time filter across multiple tabs and also have a default time filter set across all the tabs?
So for example - if a view opens any of the tabs he will get last 30 days data filtered but if he changes that filter in any of the tabs - it will affect all other tabs as well?
0
Anthony Pignatari
I'm attempting to create a data filter based on Requester Email address, however the filter appears the show every requester email, which isn't what I'm looking for. Is there a way I can limit what emails populate in that filter? Perhaps by email domain, requester organization etc? Thanks!
0
Elina
Hi, thank you for the article! Will the Copy Paste of the Time filter also be available in Explore Beta? Is there a way we can have one Time Filter across multiple tabs? Thank you in advance
0
Katherine Bull
I am setting up a data filter to exclude certain requester email addresses from the tab's results, but there is no easy way to do this. Out of thousands upon thousands of email addresses I want to exclude just four, but there is no way to select all - I can only clear all. The old version of Explore supported this. Why can't I easily choose results to exclude using data filters?
1
Patrick Beebe
When will this be applied to BETA?
1
Michael Julian
The section: “Filtering results across multiple tabs” doesn't seem to apply to the new dashboard builder is this correct?
How can I create filters that work across multiple tabs in the new system?
0
Judy Correia
Hi - similar to previous comment how can we link filters in a single dashboard tile? The “link from” option as described above does not exist in the new dashboard builder.
0
Johannes Garske
Hey,
I don't see “Show header” for “Selecting a different attribute”.
Also I would like to know on how to make it work for only a few reports and not all? Since it is super confusing to scroll between all the reports because the filter is once in the dashboard and not multiple times – maybew twice when we have different datasets.
Thanks!
0
Ilia Kosenko
Dear ZenDesk Team,
The article (https://support.zendesk.com/hc/en-us/articles/4408819299610) and your support team reference links that don't exist.
As longtime customers, the new dashboard has crippled our workflows. Will critical features be restored:
We need clear direction on these basics to continue using your product effectively.
0
Jahn
Hello! I am unable to see the “Show Header” option as well on my end.
Also, the change attribute is very different from the one we had from the old builder. In the old builder you can specify which specific report in the dashboard the change attribute will take effect but looks like this is not possible in the new builder as it's changing the whole dashboard filter whenever you selected one of the attribute.
1