Explore recipe: Getting to know dashboard filters

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17 Comments

  • Taylor Bowser
    Zendesk Customer Advocate

    Hi Vladimir, 

    Absolutely. There is an option to exclude filters from queries on your dashboard which you can learn more about here: Best practices for using dashboard filters


    Hope this helps!

    1
  • Melissa Norton

    Happy to help, Erika Kenney!

    I don't actually work at Zendesk, I work at a partner company which implements Zendesk. But I agree, bookmarks are not intuitive.

    1
  • Rob Stack
    Zendesk Documentation Team

    fellownarrator For the "My assignees" set I created above, I then added a data filter in the dashboard.

    In the filters properties, My assignees was available to select:

    I hope that helps.

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  • Gab

    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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  • Gab

    Hi Ellen,

    Sorry, let me correct myself. On your question about having a data filter apply to queries from different datasets – apparently, there's an option to link a filter from one dataset to a similar one from another dataset.

    Just edit the filter and you'll see this option from the menu. Select the corresponding attribute to link it to the other dataset, and this data filter will be used on queries from both datasets that are added to your dashboard. You can refer to this article section for more details: Link data filters

    I'm sorry for the confusion earlier. but I hope this helps. Thanks Ellen!

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  • Vladimir Petrushenka

    Hello , 

     

    Does anyone know if there is a way to have a query to which the dashboard filters won't apply? We would like to have one query to stay constant so we can compare it with the data in the rest of the queries where we apply filters. 
    Thank you  

     

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  • Ellen Livengood

    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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  • Ellen Livengood

    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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  • fellownarrator

    Is there a way to limit the number of options a user has to choose from in a dashboard filter?  Assignee, for example, for me lists all users, including external possible users as options.  This makes the list huge.  I only want to include Support Engineers.  Is this possible?

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  • Ellen Livengood

    Hi Gab - a little non-intuitive, but that did work! Thanks for the update. 

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  • Vladimir Petrushenka

    Ah that was so obvious.. lol

    Thanks for the help, Taylor 

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  • Erika Kenney

    Is there a way to save filters?

    I've created a dashboard and would like this to display only the tickets solved by a certain number of our agents. I can filter under data filters for assignee, role, and ticket group. But when I preview the dashboard, all agents show up again. Is there no way to save filters?

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  • Erika Kenney

    Thank you, Melissa!

    I appreciate your response and was able to add/pin a bookmark. Some feedback for the product: adding a bookmark isn't very intuitive and is a bit on the clunky side. 

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  • Sarah C

    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

    Got a question? Ask our Zendesk Community

    Zendesk Experience Research Panel

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  • Rob Stack
    Zendesk Documentation Team

    Hi fellownarrator one way I've used is to create a "set" attribute in Explore. In this example, I've created a set that just contains two names:

    You can now use this as the attribute in your data filter and will only see those names.

    I'm very interested to hear if anyone has a better way of doing it than that!

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  • fellownarrator

    After you create the set, when you go to a Dashboard and try to add it, do you select data filter or something else?  I don't see the Set listed, I do see Groups listed.  Can you give screenshots please?

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  • Melissa Norton

    Hey Erika Kenney,

    If you add a bookmark, after you change your filters to the state you prefer, then you may save it in that state. You may also make it the default state if you pin the bookmark:

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