Explore recipe: Taking dashboard filters and bookmarks to the next level

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9 Comments

  • Eric Haley

    Hi Rob, "Update - Month" is no longer available under the "Change Attribute" widget. Would you please update your article to include the current attributes found in Zendesk Explore? Thank you.

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  • Rob Stack
    Zendesk Documentation Team

    Hi Eric Haley, thanks for the feedback. I did a review of the doc and while I made a few small updates, I was able to use Update - Month with the change attribute widget.

    Are you using the Ticket updates dataset? (I'm presuming you're good there). The other possibility might be that you haven't added the necessary metrics and attributes to your query yet?
    If either of these don't work, let me know and I'll open a ticket so that someone can investigate this further with you. Thanks!

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  • Eric Haley

    Hi Rob Stack, thanks for getting back to me. It looks like we're seeing two different things. I'm following your directions above for "Add a change attribute." In your directions, you state the following:

    1. In your dashboard, click Add
    2. From the list of widgets, choose Add change attribute.
    3. On the Choose change attribute page, select Update - Month. The change attribute is displayed and dashboard viewers can replace the Update - Month attribute with any other month.

    Where your screenshot above shows "Update - Month" under "Choose change attribute," my dashboard shows me the following. I'm using the Tickets Created in my dashboard. Is this why I'm seeing this? The menu displays something different if you use the Tickets Created metric? What if I used both in my dashboard? What would the menu look like then? Display both? Thanks for your time.

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  • Rob Stack
    Zendesk Documentation Team

    Hi Eric Haley, you're welcome and sorry we haven't gotten to the bottom of this yet. I'm going to open a ticket for you so one of the team can investigate what's going on with you. You should hear from someone soon.

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  • Eric Haley

    Thank you, Rob. I appreciate it.

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  • Jamie D.

    Hey there, I have a question regarding using the data set filter here. For context, I've built a dashboard that compares agent ticket/chat data up against the team average. However, I want to easily send out this dashboard to multiple agents so they can see what their totals are per week. The problem I'm running into is that when I filter the entire dashboard by assignee/agent name, the team average reports also change. Is there a way around this? 

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  • Jamie D.

    All good, figured it out! 

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  • Patrik Kaldi

    Hi Everybody,

    I have an issue with this bookmarking thing.

    We have 8 tabs which are sharing 5 filters together . I would like to setup one filter with bookmarks and leave the rest as it is . But if I setup a bookmark it's save a status like 4 filter are on empty value and the 5. has value . The issue with this concept is that the empty value is saved as well .

    So if we are reviewing the dashboard on our weekly meeting and we setup some filtering on the first tab , 1-4 filter then we are changing the tab it's loading again the empty values . 

    Is there any workaround of this issue when you saving a bookmark only for one filter instead of all of them .

    I hope my issue is understandable . If not I would try to clarify it more .

    Thank you in advance,

    Patrik

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  • Gab Guinto
    Zendesk Customer Care
    Hi Patrik,
     
    What you're seeing is the expected behavior of bookmarks. I'm afraid it's not possible to associate only one filter with the bookmark and prevent the other filters from being reset. 

    A workaround that you can explore is to use a custom attribute (a standard calculated attribute or a custom group/set attribute) to replicate the the bookmarked values in your filter. You can add this custom attribute as data filter and use it in place of the bookmark in your dashboard. 
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