Explore recipe: Creating advanced groups

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10 Comments

  • Stéphanie Motta
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    Hi there, 

    Is it possible to get the recipe for creating the recipe for the last chart? That would be much appreciated! 

    Best,

    S.

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  • Andrew Forbes
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    Hi Stephanie,

     

    Yes! Here's how you can create this chart in your workspace:

     

    Metrics: COUNT(Tickets)

    Columns: Ticket Group

    Filters: Ticket Group (and just select the few groups that you'd like to keep an eye on)

     

    Let me know if this helps!

    - Andrew

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  • Stéphanie Motta
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    Yes! Thanks, Andrew 

    Best,

    S.

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  • Moises Chavez
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    Hello, is it possible to select multiple 'computed from' lists and create a group from multiple custom computed sources?

     

    Thanks. 

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  • Devan
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    Hello Moises Chavez,

    Groups in Explore is only meant for a single attribute, not multiple sets of attributes. From what you've described, this would be best to create a standard calculated value using an IF/THEN statement. I've linked an article below that goes into greater detail on this topic. Also, if this is something you'd like potentially added to the base product in future updates, I would suggest posting in our product feedback forums.  

    Using the IF THEN ELSE function

     

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  • fellownarrator
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    Hi, once you have an Advanced Group setup, can you use these to filter on in a Dashboard?  I have one I created, but don't see it showing up in my Ticket Group filter.  Any thoughts?

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  • Erika Camille Sundian
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    Hello fellownarrator,

    Yes, It's possible! You can simply add it as a data filter. For instructions on how to you can check out this article: Adding interactive dashboard widgets

    Let me know if you have any questions! :)

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  • fellownarrator
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    So I already have multiple data filters on my dashboard, what I am saying is the Advanced Group I setup does not show up in the drop down for the Ticket Group filter I have setup.  I want to, for example, lump 3 of the Ticket Groups from different geographical regions into 1 Advanced Group known as "Standard Support."  The Advanced group I have setup, however, does not show up in the drop down for the data filter I have setup.

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  • fellownarrator
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    To simplify: Data Filter = Ticket Group -> The Advanced group setup that should show up in Ticket Group when I hit the drop down does not appear.

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  • Taylor Bowser
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    Hello fellownarrator,

    Once you create a custom group it gets added to your calculated attributes folder so you won't find this listed as a value for Ticket Group when filtering. You'll want to add a separate data filter for this custom group which you can select from your list of attributes under choose data filter columns. Here is a screenshot of what that looks like from my test account: 

    Hope this helps!


    Best, 

    0

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