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

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18 Comments

  • Francesco Mantovani

    Best KPI ever.

    More of these please

    2
  • Francesco Mantovani

    however my Ticket Solved and the Agent Comment number are always the same

     

    1
  • Rob Stack
    Zendesk Documentation Team

    Francesco Mantovani

    Hi Francesco, thanks for the kind comments about this recipe. We are always working on more recipes, so watch this space!

    As for the problem with the "Ticket solved" and "Agent comment" numbers, I've just been into my test account that I used to test this recipe and I can't replicate your problem. Could you try individually editing each of the two queries to check they work OK in Query builder? I'm just hoping that one of the underlying queries might be incorrect.

    If you continue to have problems, I'd be more than happy to open a ticket to get this investigated (and fix the article if there is a problem). Thanks!

    0
  • Liene Vērzemnieks

    Francesco Mantovani We had a similar problem with one of our dashboards! It turned out that we were filtering on the wrong dataset (Tickets versus Ticket Updates). Once we linked the two attributes of the different datasets (e.g. "this attribute from Tickets is equal to this attribute in Ticket Updates"), the numbers updated as expected.

    0
  • Kyligence

    The `hide label` button is invisible currently, and I hide the labels by unclicking ' Show applied filters'

    0
  • Diego Garcia

    Hi.. i used a Query that doen't have Tim Filter, but i want to filter it in the Panel. I used bookmarks to save the configurations of Time Filters but when the users opne the Panel, the time filter is not aplied.  Can i "force" the filters i used to "default" view? Like in Insights? Thank you

     

     

    0
  • Devan - Community Manager
    Zendesk Community Team

     


    On Wednesday, April 8, from 8:00am-10:00pm CDT, we'll have a special guest team of experts on hand to answer your questions about Explore: Reporting & Insights Migration in your Zendesk Explore instance for an AMA-style conversation!

    Just click the "new post" button and write up your question. Be sure to be as detailed as possible. The best questions include: 

    • What it is you're trying to do
    • What you've tried so far 
    • Any other context or relevant information
    • Screenshots, if you have them

    Questions posted to this topic in advance of the start time will be answered first thing on the 8th, so if you've got something you want our experts to look at, post it today!

    0
  • Kristin Bouveng

    Diego Garcia there is a pin button to make it default

    0
  • Diego Garcia

    Yes!! I find it yesterday. But you need to believe me...¡It wasn't there before! Thansk a lot.

    0
  • Katie D.
    Zendesk Customer Advocate

    Tip - If anyone doesn't see the "pin" button for their bookmark, try zooming out on your browser :)

    1
  • Jean-Baptiste Brière
    Zendesk Team Member

    great stuff!

    1
  • Punit Dadlani

    Is there a way to rearrange bookmarks?  We have a dashboard that will have many bookmarks, we'd like to organize them horizontally instead of vertically in a list, are there options to do this?

    0
  • Rob Stack
    Zendesk Documentation Team

    Hi fellownarrator, I don't think rearranging bookmarks in the way you want is currently possible. This would make a great feature request in our product feedback section at https://support.zendesk.com/hc/en-us/community/topics/360001200913

    0
  • 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.

    0
  • 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!

    0
  • 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.

    0
  • 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.

    0
  • Eric Haley

    Thank you, Rob. I appreciate it.

    0

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