After you create a query, you can customize its appearance and results. If you have not yet created a query, see Creating queries.
Changing your chart type
You can display your results using over 20 chart types in Explore (see Visualization types reference). Explore will automatically select a chart type, based on the metrics and attribute you add. You can also select a new chart type in the Visualization type menu (
) in query builder.
- Select your query from the queries library to open query builder.
- Click the visualization type icon ().
- Select a new chart type.
- Click the visualization type icon again to close the menu.
Your query is displayed as the selected chart type.
Customizing your chart
You can edit the color, text, and interactions of your query from the Chart configuration menu (
). The Chart configuration menu contains customization options unique for each chart type (see Visualization types reference). While some customization options apply to all charts, others are only visible for specific chart types.
Customization options available for all charts:
- Chart: Edit options specific for individual chart types. The chart type contains options to edit the formatting of your chart. If your chart does not have axes, you can edit text size here.
- Colors: Edit your chart text and result colors. If you are the account owner, you can set the default color in the Admin menu.
- Display format: Change the formatting of your results to percentages, currency, timestamps, or custom formats. See Changing your result format for more information.
- Row selector: If your chart has rows, this lets you edit how the row selector on the left hand side of the chart is displayed.
- Legend: Edit the location, visibility, and colors of your legend.
- Datatips: Display information about your results when a user hovers over a data point (see Working with datatips ).
- Displayed values: Controls the display and format of metric values on your chart.
- Trend line: Add and format a trend line on your charts.
- Applied filters: Show or hide filters from viewers.
- Visualization Selector: Add the Visualization Selector to your chart. This enables users to toggle between different chart types on a dashboard.
- Interactions: Enable or disable interactions (see Turning off dashboard and query interactivity).
- Decompose type: Enables you to slice only selected data points by additional attributes (see Interacting with queries).
- Drillthrough: Let's you select the elements and their order that you will see when you drill into data on your chart (see Interacting with queries).
- Explosion: Controls the display and style of exploded charts.
Customization options restricted to specific chart types:
-
X axis, Y axis, Secondary axes: Edit axes settings, such as color, visibility, and label size. You can edit a secondary axes if you add a metric on a dual axis (see Adding metrics to a dual axis).
Tip: If you want to change the name of the X or Y axis, double-click the axis name in the chart, then enter a new name.
- Columns: Edit the width, visibility, and alignment for table columns. For information on customizing tables, see Customizing tables.
31 Comments
+1 for resizable legend box
Hi there,
I'm hoping someone can advise me on the following:
I have quite a few variables in the legend box and only a small part of them fit into the dashboard/pdf preview. Is there a way I can adjust the height of the legend when it's located at the bottom of the query so all variable can be seen. Otherwise, it doesn't make data readable/sensible, especially when it's received in PDF. I know I can adjust the width when the legend is located on the right of the query, that also doesn't fit all of the variables.
See the screenshot below for clarity.
Insights:
Explore:
Thanks for your help.
Vladimir
Thanks, Gail. So, the only way I can view what other team members see is to email a version to myself? I had hoped for something different. :)
I also have a need for the legend to be resizable
Hi there,
I'm trying to slice data by ticket tag so that I could see the volume/percentage for each tag per month for example. I was trying via groups, however, it didn't work. I have 8 tags in my report in Insights(screenshot below) and I'm able to split the month's data by ticket tag.
Can someone advise how I can build this king of query in Explore?
Thanks
Hey Quentin,
What you'll want to do is add the Ticket Status attribute under Rows and be sure to select the Ticket Status option towards the top left to highlight each status. From here you should be able to customize each of the values as shown in the screenshots I've provided below:
Let us know if you run into any issues with the above.
Cheers!
You're very welcome! I'm glad to hear it.
When I have more than one metric inside a query, is it possible to display the values of only one of the metrics?
Thanks!
Hello Daniel Johnson & Maja Zivkovic,
Our apologies for the delayed response. Currently, we have no news to announce on this product update being under development at this time. I would strongly recommend sharing your use cases in our product feedback forums so our developers can consider adding this to our roadmap for the future.
Best regards.
How can I have a query that changes the data based on filters on the dashboard it's on? It looks like I can only filter on the query itself. I essentially want to be able to dynamically change the query result based on the dashboard filters (I set them as a bookmark).
I have a Ticket Count by Date Line graph. I've added a "Ticket Category" dimension to the Rows section, which easily allows me to see the trend of each category I select over time.
The y-axis, however, does not auto-scale when I select a category that is far lower than the total tickets for a given day. Is there a way to auto-scale the axis based on the data being displayed?
Hi Mary Beth,
Thanks for reaching out! If you're viewing the dashboard in Explore, you'll have the option to edit a dashboard that you created. If you just want a static version to check on, I'd recommend scheduling an email delivery of the dashboard.
Cheers,
Hi Matt Bolling, I think you might be able to do this by using an ordered set. For more information, see https://support.zendesk.com/hc/en-us/articles/360022184334
Hey Vladimir,
I double checked on my end and it doesn't look like there's a way to adjust the height of the legend at this time. I'll be sure to mark this as feedback so our product managers are aware of this limitation.
Thank you for taking the time to share this with us!
I've created a post folks, please upvote those who are interested in this feature
https://support.zendesk.com/hc/en-us/community/posts/1260800618949-Make-resizable-length-of-legend-box-in-queries-
Cheers
Hi Wendell Joost
You can do this with a table. In a query created using the Support: Tickets dataset, do the following:
In the Metrics panel, add the metric COUNT(Tickets)
In the Rows panel, add the attribute Assignee name
I hope this helps!
How do I use/view a dashboard I've created without being in edit mode? Preview?
Thanks - Mary Beth
Hello Vladimir Petrushenka
If I understand what you're looking for correctly this should do the trick!
Make sure to use the "Support: Tickets" dataset. Select "tickets" as the metric, pick your time attribute for "columns" I did "week of year", and put the attribute "ticket tags" in the rows.
Make sure to stack your columns by going to the paintbrush icon on the right hand sidebar, and clicking on "Chart" and checking the box next to "stacked".
Note: You can limit your query to only showing a few tags (in your case those specific 8 tags) by clicking on the "ticket tags" attribute (the grey box itself) and then checking the box next to the tags you want selected. Also, make sure your chart is showing as a column chart by clicking on the chart button on the right hand side bar and selecting column.
I hope that helps!
How do I change the order of the data in the X-axis? I'm showing our Customer Satisfaction Score vs the Full Resolution Time Bracket.
The results of the X-axis are misleading. See the screenshot.
I want "5-24 hrs" to be listed on the X-axis BEFORE "1-7 days" so that the X-axis is in chronological order.
How can I edit colors based on the attribute's value? For example for "Ticket Status" in a bar chart I'd like to set "Open" as red, "On Hold" as black...
How do you edit the x and y axis labels?
Hi Mission College
To edit the axis labels, you double-click the existing label and a note box will pop up where you can enter the new text.
I'll make sure this information is included in this article. Thanks!
Hello Joe Gran,
You can accomplish this by implementing the following in your Explore instance.
I've included an image that should help you identify this on your set up.
Best regards.
How do I create a query that doesn't contain a chart?
I want a two column query: AssigneeName, and Count(ticket) with no chart, that would look like this:
Alice 2
Bob 3
Claire 2
Doug 4
Hi Brett Bowser
Thanks for this , we use it in quite a few of our quires and they are useless when they arrive in PDF as a part of a scheduled dashboard
Hope this will be fixed sooner rather than later.
Thanks
Hey Kristel,
Once you add your query to a dashboard you can edit the font size of the header as shown in the screenshot below:
Let me know if you run into any issues locating this option!
Hey there Ayal,
That's a very good question! You can isolate this data by using something called a Datatip, when added to your query datatips appear when viewers hover over a data point. By default, datatips contain the value of the data point. In the chart configuration menu, you can change the format and text in your datatips.
In the chart configuration menu, select Datatips.
If you want to add an element from your query, select metrics or attributes from the Select an element to add drop-down list.
I brought in the relevant information, but I would also recommend checking out the article this is housed in over here: https://support.zendesk.com/hc/en-us/articles/360022183934
Hi Danielle,
The filters set on a dashboard or a bookmark within a dashboard cannot be automatically carried over to the queries. The queries are independent of the dashboards. Changes on the dashboards, whether or not the reports are added as widgets, won't affect the setup of your queries.
Thanks!
hi Brett!
Happy New Year!
Thanks a lot for your reply! Exactly what I wanted :)
That did work indeed, thanks for your time Elissa
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