Working with tables

Return to top
Have more questions? Submit a request

30 Comments

  • Judd Higgins

    Can you please add the ability to color select individual cells in Tables?  I have a Table Chart for Individual Satisfaction Scores and since I cannot choose which columns add up or give the average for, I need the ability to color the selected cells that we need to be aware of (See example chart below)

    Ideally I'd be able to hide the data I do not want in the chart, but the Hide features in Explore only apply to Entire Columns or Entire Rows.

    Thanks!

     

    0
  • Lotte

    In some cases, I would like to be able to sort on attributes instead of metrics. For example when I create a table displaying a certain group of tickets, I want to sort them on created date rather than ticket count (since this is 1 on each row anyways). Is this possible somehow?

    0
  • Kyle Jones

    Hey there Lotte,

     

    That's definitely a very good question! There are a few different sort options you're able to do for chart styled reports. I'd recommend giving the A-Z sort a try (but your report would need to be for ticket creation/creation date), by default this would pull oldest to newest, but if you'd like this changed a Z-A sort will reverse that.

     



    If this doesn't achieve what you're looking for. Definitely let us know!

    0
  • Adam Nattrass

    I have a simple table that shows the amount of accepted, missed and declined calls an agent has for the previous day.

    I need to be able to sort the table by the agents name alphabetically to make it match up with another table I have for the total amount of tickets. 

    There only seems to be the option to sort the columns with data in and not the agents name. Is there any way to do this? I have tried using the result manipulation > sort but this only seems to affect the data columns rather than the agent name column.

     

    0
  • Jessica Blake
    Zendesk team member

    Hi Adam,

    By default the table should be displaying the agents' names in alphabetical order. It could be that one of your filters is affecting the order the names are appearing in.

    I'll send you a ticket so we can have a closer look!

    -1
  • Jessica Hansen

    My organization has a fiscal year of Oct to Sept. I'm generally asked to report by fiscal year. I'm able to set that date range but but is there a way to reorder the columns in a chart that is showing by month so that is it Oct to Sept instead of Jan to Dec? Just to avoid confusion...

    I'm using Ticket Created - Month

    0
  • Jessica Blake
    Zendesk team member

    Hi Jessica,

    You'll just want to add the attribute 'Ticket created - Year' to your columns, then the table should be ordered from October - September. 

    Let me know how you go!

    1
  • Andrei Kamarouski

    Hi, 
    How do I make visible attributes values on each row in the table (for Month and Date Ticket Solved in my case)? I know that putting Ticket ID as a first column will do this, but I want to keep it on 3rd one.

     
    0
  • Brett Bowser
    Zendesk Community Team

    Hey Andrei,

    I did some testing on my end and it looks like there's no way to change how this displays at this time. The attribute will be grouped by month instead of showing that month for each individual row. I'm happy to pass this along to our Explore Product managers as product feedback so they are aware of this need.

    I also encourage you to create a separate post in our Explore Product Feedback topic as this will help our PM's gauge interest in this functionality.

    Appreciate you taking the time to share this with us!

    1
  • Andrei Kamarouski

    Hi Brett Bowser
    Thx for looking into my request! I submitted the idea too :)  

    0
  • Kirsten Johnson

    Is there a way to have alternating row colors across multiple columns? Currently the "alternating rows" color option only affects a column displaying the metric. I'm hoping to improve readability of the chart, so I'd like to be able to have alternating colors across all columns. 

    0
  • Devan - Community Manager
    Zendesk Community Team

    Hello Kirsten Johnson,

    In Explore the ability to have alternating row colors as you described isn't possible as the base program stands. I would recommend, however, letting our development team know via our Product Feedback forum about your request so that they can consider adding it to their roadmap for future updates.

    Best regards.

    0
  • John Tieu

    Can we define a custom sorting order? In the table below, I'd like the order to be sorted by level of Severity so it'd go System Down > Critical/High > Normal/Medium > Low. 

    0
  • Hannah Meier
    Zendesk team member

    Hello John,

     

    You can do this by creating an Ordered set and using your new ordered set on your query.

    Here's some information about Ordered sets: https://support.zendesk.com/hc/en-us/articles/360022184334-Organizing-values-by-groups-and-sets#topic_ssy_cnw_fv 

    0
  • David Stevenson

    Please can we have the ability to output the data as displayed rather than as a pivot-ready list.  Insights allowed us to switch a "how" attribute from left to top (screenshot of the Insights control attached).  I would like to run various reports showing data monthly for a year, which I can do as a table in Explore, but as soon as I need to work with it in Excel I need to pivot it.

    David Stevenson

    0
  • Rob Stack
    Zendesk Documentation Team

    Hi David Stevenson, this is definitely something you should consider adding to our product feedback forum at https://support.zendesk.com/hc/en-us/community/topics/360001200913

    0
  • Mirek Kokes

    Hi guys,

     

    Is there a way to highlight a specific column?

     

    I have 3 types of tickets - All/Invalid/Clean and I want the "Clean" column to be highlighted in a different color for better readability, see here: https://drops.memsource.com/2NuXzoor 

    Thank you.

    Mirek

    0
  • Devan - Community Manager
    Zendesk Community Team

    Hello Mirek Kokes,

    You should be able to accomplish this, no problem. I've linked an article that goes into detail on how to achieve this in your report. 

    Changing the format of results

    Best regards. 

    0
  • Parrish Chamberlin

    Hi I would like to know how to change metric values like 1 and 0 to text like "good" and "Bad" for a CSAT report I am trying to replicate from Insights.

    0
  • Rob Stack
    Zendesk Documentation Team

    Hi Parrish Chamberlin thanks for the question. 

    As a starting point, you could create a standard calculated attribute with a formula something like:

    IF ([Ticket satisfaction rating]="Bad") THEN "Bad"
    ELIF ([Ticket satisfaction rating]="Good") THEN "Good" ENDIF

    That should return the basics of what you're looking for. I hope this helps!

     

    0
  • Jonathan Chalker

    Hi there, when I export a table from a Dashboard to Excel that has a clickable link, the html isn't rendering in Excel. It's just showing the HTML script. Is there a simple fix I can apply to this so that the links appear as clickable from Excel?

    0
  • Brett Bowser
    Zendesk Community Team

    Hey Jonathan,

    I did some digging and it looks like this is expected behavior. It looks like we have a product feedback post related to what you're looking for here: Export report with Clickable Links?

    I recommend upvoting that post and providing your feedback there for our Product Managers to review.

    Thanks!

    0
  • Alexander Hett

    I would like to sort a table by agent names for ticket events. I used the agent name by ticket event and it doesn't show the results in an alphabetical order. I just saw that another user had the same issue but there wasn't any real answer on the question.

    I used in adition a filter that excludes specific events but this shouldn't be the reason why I can't sort by agent names.

    0
  • Thoots

    Hi,

    If I create a table with SLA data's, could it be possible to assign a colour depending on the values ?

    I'm trying to add this setting in Chart > Text color in order to have a better view on the SLA's scores 

    Thank's

    0
  • Bart

    Heya Rob Stack

    The tables have changed:

    How do you take the Total sum of those years back to the left? It was like this previously and now it's all gone to the right. And I noticed this change on all the reports built

    Regardless of the sorting method A - Z , Z - A, or Ascending / Descending, it does't change the last column which when originaly set as z - a had the total on the left. 

    Just to give you an example. This is how I had it before:

    This is weekly, but built on the same rules as the other query and looking at it now I have to scroll all the way to the right to get the total:

    So somethings changed on your end which is affecting what it looks like on my end and I can't get it to be on the the left. (Total Sum | Most recent Week | Previous Week | Week Before etc )

     

     

    0
  • Rob Stack
    Zendesk Documentation Team

    Hi Bart, hope all is well. I'm not aware of any changes that were made to the table functionality but clearly somethings happened. I think the best thing I can do here is open a ticket on your behalf so that we can investigate what's happening. Based on the results, I'll update the docs if necessary.

    0
  • Greg Vowles

    We use Explore to create Monthly Service reports for our customers, where we list out tickets raised during the period and another list of any outstanding, open tickets. Because the lists constantly vary in size, it is complete ball-ache to have to adjust the rest of the report to "fit". It also removes our ability to schedule the reports because we always have to manually adjust them first.

    All that is needed is for the widget that the table sits on to dynamically grow with the table...

    I can see that this was raised back in January 2019... https://support.zendesk.com/hc/en-us/community/posts/360029386454-Make-Reports-Resize-Dynamically?page=1#community_comment_360014118313

    Is this likely to be done? It really does remove my ability to use Explore for the one thing we really use it for.

    0
  • Kenneth Nuckols

    Something has changed recently with table behavior. Tables won't automatically add rows any more, and I'm really annoyed!

    Since I have been using Guide, tables can be automatically expanded (adding extra rows) like any other spreadsheet or table program, by simply pressing Tab in the final column of the last row.

    Starting earlier this month (September 2020) when I do that I now get an error that causes me to reload Guide and lose everything since I last saved. Fortunately I've been around long enough to remember the "save early, save often" mantra before we had clouds or applications that automatically backup your work. 

    Still, it's annoying to have to stop at the end of the row and go to the table tool and tell it to add another row or two or three before continuing to add data to the table.

    Can anyone verify if this is behavior they have experienced? In other words--is this happening globally in Guide installations? If it is, then I hope Zendesk will fix it. If it's only happening in our installation, then I'll go yell at my web developers and designers to find out what they've changed that is causing the error.

    0
  • Nicole S.
    Zendesk Community Team

    Hey Kenneth,

    The rest of the conversation and this article are all about Explore reports; I hate to ask you to make more effort, but for the sake of keeping conversations orderly, could you post your question in the Guide Q&A topic in the community? I'm looking into this issue and hope to have an answer to share with you in the next day or two.

    0
  • Devan - Community Manager
    Zendesk Community Team

    Hello Greg Vowles,

    I checked with our product team, and currently, this feature request is not our roadmap. I've shared this with our product team, but I would still recommend posting your use case in our product feedback forum so others can weigh in on this topic. 

    Best regards. 

    0

Please sign in to leave a comment.

Powered by Zendesk