Explore recipe: Getting to know dashboard filters

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4 Comments

  • Ellen Livengood
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    2 questions:

    1) I created a data filter on a dashboard that filters on a custom org field that is populated with primary internal contacts for each org. I have several queries on a tab, but they are based on 2 different datasets. I cannot see a way to create one data filter that will allow me to filter all of the queries (from both datasets) down to a subset of the primary org contacts. The only thing that seems to work is creating two different (but identical looking) data filters on the tab - one filters one dataset, the other filters the other dataset, which is a clunky and non-intuitive for my dashboard users. Am I missing something?

    By contrast, a Time filter allows me to select from both datasets for the same filter widget.

    2)  Same use case - the list of options in the data filter include internal contacts who are suspended/have left the company. I do not want their names to appear in the drop-down, however I cannot figure out a way to exclude them from the data filter the way that I can with a query.

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  • Gab
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    Hi Ellen,

    About your first question – I'm afraid it's currently not possible to have a dashboard data filter apply to queries under different datasets. A data filter must be from the same dataset as the report for it to apply on a query widget. I tried to explore other available options, but it looks like there really isn't a workaround. Sorry about this limitation, Ellen.

    On your question about configuring the drop-down options for a data filter, you can create a custom Set attribute and select only the values that you need to show up in the drop-down list. Values that are not included in the custom Set will not be visible when you use the custom attribute as filter in a query/dashboard. You can read more about this from this article section: Creating Sets.

    Thank you!

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  • Ellen Livengood
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    Thanks for the response Gab. I will just need to create two data filters, clunky but works.

    On the second question - I will look into creating a set. However, another thing I notice is that deleted items appear in drop-downs too, which seems more like a bug. For ex: we have various deleted orgs and they also appear in the drop down, is that expected? These were orgs that were set up initially in our instance but were not needed, there are no tickets associated with them.

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  • Sarah C
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    Hi Ellen,

    For your second question, it's not a bug! Due to the way Explore pulls data from the API endpoints, specifically the incremental API. This keeps track of everything in your entire account, included deleted and nondeleted attributes. To get around this, as Gab recommended, create a set for your active organizations and then use that attribute to filter, rather than the default filter which pulls everything.

    Sarah C
    Customer Advocate
    support@zendesk.com

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