This glossary describes the key concepts and terminology used throughout Zendesk Explore. If you're looking for help getting up and running with Explore, see Getting started with Zendesk Explore.
Determine how your results are calculated. When you add a metric to a report, you can select an aggregator. For example the AVG aggregator shows the average of a metric's results or MED shows the median of a metric's results.
Attributes slice your results by qualitative data. Attributes represent the how in your data. Examples of attributes include ticket tags, dates, support groups, and ticket ID. For example, if you are using the metric Full resolution time and added the attribute Agent name, you would see the full resolution time for each agent.
See Adding Attributes.
A bookmark is an interactive widget you can add to your dashboard. When an admin or editor is applying filters in Dashboard Builder, they can save the different filtered views as a bookmark. Viewers can then select the different bookmarks to see each saved filtered state.
A custom attribute you can manually create and add to your data. Calculated attributes are created in the Calculations menu (). Some calculated attributes will require you to write functions using Explore's formula writing language (see Formula writing resources), while others will provide you with templates for creating calculations. You can use any metrics or attributes in your formulas, regardless of if they're currently added to your report or calculated.
A calculated metric is a custom metric you can manually create and add to your data. Calculated metrics are created in the Calculations menu. Some calculated metrics will require you to write functions using Explore's formula writing language (see Formula writing resources), while others will provide you with templates for creating calculations. You can use any metrics or attributes in your formulas, regardless of if they're currently added to your report or calculated.
A type of interactive widget you can add to a dashboard. The change attribute interactive widget will let viewers switch an attribute used on your dashboard to a different attribute from the dataset. This is useful for testing different outcomes, without having to create multiple, similar reports.
You can add a change attribute widget by clicking Add on the Dashboard Builder toolbar.
Similar to change attribute, change metric is a type of interactive widget you can add to your dashboard. Change metric lets viewers switch a metric used on your dashboard to a different metric from the dataset.
You can add a change metric widget by clicking Add on the Dashboard Builder toolbar.
Chart configuration menu
The chart configuration menu () is found in the report builder, and contains most of the available customization options. You can customize your chart colors, text, interactions, and additional options. Depending on the visualization you are using, the options available will differ.
See Customizing reports.
When adding metrics to your report, you can choose to make them color-encoded by clicking the icon. If you add a metric as color-encoded, the difference in results will be shown in a color gradient. For example if you are using a blue to red gradient, your highest values will be red, lowest blue, and middle varying shades of purple.
Comparison lines can be enabled as an addition to datatips. When a user hovers over a data point, a dashed line will connect the different metrics' results for the data point's attribute value. For some visualizations, comparison lines will highlight the difference between the data point and the highest result.
See Working with datatips .
Dashboard builder is the primary location for creating, customizing, and sharing dashboards. The dashboard builder is automatically launched whenever an editor or admin edits a dashboard. You can make all of your changes to a dashboard in Dashboard builder, then share it with viewer groups.
See Creating dashboards.
A data filter is one type of dashboard filter. You can use data filters to restrict your report results to specific attribute values. For example you can add a data filter for the attribute channel, then select Chat to only view results from the Chat channel.
Data filters are added as interactive widgets by clicking Add from the Dashboard Builder toolbar.
To access your information in Explore, you must choose a dataset. Datasets represent the different Zendesk data models and contain metrics and attributes relevant to each product.
Datatips (sometimes known as tooltips) can be added to your report to show any additional information about your results. Datatips appear in a text box whenever a viewer hovers over a data point. You can enter custom information for the datatip to display or add a metric as a datatip to show a metric's results only in the text box.
Date range calculated metric
A date range calculated metric is a type of calculated metric that enables you to limit one metric's results to a specific date range before adding it to your report. You can create a date range calculated metric in the Calculations menu. A date range calculated metric limits results before they are processed, which can improve your report load time.
Decompose is one option you can use to drill in to your results. Like drill in, you can decompose your results by clicking on a data point. Decompose will filter your results by the attribute value used in the selected data point, then allows you to slice the filtered results by additional attributes. The attributes you select are added to Columns, and the original attribute of the selected data point will be added to Filters.
Use drill in to refine the results of your Explore report by slicing the result using extra attributes you choose or by allowing the report viewer to choose from a range of attributes. For example, you create a report showing all of your tickets by assignee name. You could configure drill-in to additionally display the status for each ticket or add an optional attribute for the ticket channel.
On some chart types, you can add a metric as a dual axis, or secondary axis. When you add a metric as a dual axis, a second axis will appear on your chart for the metric. This can be useful if your added metrics contain drastically different scales. You can add a dual axis metric by clicking the dual axis icon ().
A user role you can assign to your agents. Editors can create and customize new dashboards, reports, and datasets. They can also edit shared dashboards, reports, and datasets. Unlike admins, editors cannot set their own permissions. An admin must give editors permissions manually in Admin() > Editor authorizations ().
Explosions are accessed from the report builder. Similar to Rows, Explosions present you with multiple charts, each representing a different value for the added attributes. If you add more than one attribute, Explosions display charts for every combination.
When adding attributes to your report one of the available locations is Filters. Filters will allow you to restrict which results are shown without the attribute appearing on your report. You must select attribute values to include or exclude, or else your results will not be filtered.
When building a dashboard, you can add filters, so viewers can restrict results to specific attribute values, date and result ranges, or the highest and lowest results. Filters are a type of interactive widget. Dashboard filters include the data filter, time filter, metric filter, and top/bottom filter.
See Filtering results.
Fixed calculated metrics
A type of calculated metric that do not recalculate if you add any filters, result manipulations, or additional attributes. This creates a constant, unchanging metric. Fixed calculated metrics can be created in the Calculations menu. They require you to write functions from Explore's formula writing language (see Formula writing resources).
Forecasting is a result manipulation that analyzes patterns in your data to predict future results. Forecasting will show you a selected number of future date values. If you are looking to test the different outcomes when results are affected by a specific factor, you should use a global variable.
When you are building your dashboard, you can add interactive widgets to allow your viewers to customize what results to view and how to view them. Interactive widgets include filters, change metrics and attributes, and more. Interactive widgets can be added by clicking Add from the Dashboard Builder toolbar.
Metrics are quantifiable results like the number of Tickets, the Agent Wait Time In Minutes, the number of Replies, First Reply Time In Minutes, etc. You must always add a metric to your report first. When you add an attribute, your metric results will be divided into the different attribute values. By default when you add a metric to your report, the sum of results is calculated. You can change this by selecting a different aggregator.
See Adding metrics.
For dashboards, metric filters are an interactive widget and on reports, they are a result manipulation. Metric filters let users filter reports to a specific numeric range. For example, you can use a metric filter to show only the months where the number of tickets solved was between 10 and 20. The function is the same for both reports and dashboards, but on dashboards the filter will apply to all results on that tab.
See Selecting the metric result range for information about metric filters on reports.
An ordered set is a type of set that lets you list attribute values in a custom order. In an ordered set attribute, you can drag an attributes' values above or below each other to set their position. Ordered sets can be created in the Calculations menu.
See Organizing values by ordered sets for more information.
When you preview a dashboard, you'll see a view of how the dashboard will appear to viewers. However, until you initially share or subsequently publish the dashboard, users won't see your changes. See Sharing dashboards.
When you make changes to a dashboard, dashboard viewers don't automatically see those changes. To make them available, you must publish the dashboard changes. See Sharing dashboards.
A renamed set is a type of set that allows you to enter new names for your attribute values. You can use renamed sets to create aliases, shorten results, or replace technical text with more common labels. This is the only way to rename an attribute's values. Renaming the metric or attribute is performed separately (see Editing metric and attribute names). You can create renamed sets in the Calculations menu.
You can view all of your report in the Reports library. You can create a new report or edit, delete, and duplicate existing reports. You open the library by clicking the () icon on the left sidebar. Only admins and editors can see the Reports library.
See Creating reports.
Result manipulations are simple calculations you can create that do not require you to enter any formula or create new metrics or attributes. You can add result manipulations to calculate the percentage difference, total, future results, and more. After you add a result manipulation it will appear in the list of applied filters, directly above the Filters panel.
You can find result manipulations in the Result manipulation menu (). Result manipulations are applied after your report results are processed and can only use metrics and attributes already added to your report. If you want to apply calculations before your report results are processed or use elements not on the report, create a calculated metric or attribute from the Calculations menu.
Result metric calculation
The result metric calculation allows you to create calculations on already manipulated results. The result metric calculation is an available result manipulation and requires you to enter functions using Explore's formula writing language (see Formula writing resources). Unlike calculated metrics and attributes, the calculation will be applied to the report's current state, including other result manipulations applied.
Result path calculation
The result path calculation is the easiest and fastest way to perform important calculations on your results. The result path calculation is an available result manipulation that enables you to perform the following calculations on your results like percentage, rank, and running totals.
When adding attributes to your report one of the available locations is the Rows panel. Rows show you individual charts for each of your attribute's values. For example, if you add the Ticket Type attribute to the Rows panel, you will see individual charts for Incident, Problem, Question, and Task. You can flip through each value by using the Row Selector to the left of the chart.
When you add an attribute to the Rows panel, all of the attribute's values will be shown to the left of the chart in the Row Selector. You can click on an attribute value to show a chart for that value.
In the Chart configuration menu you can edit various row selector options like type, width, and header color.
In Explore, attribute values are arranged by their default import order. You can modify this by creating a set. Sets let you arrange your attribute's values in a custom list, or remove them from the set completely. There are two other types of sets you can create, an ordered set and a renamed set. You can create sets in the Calculations menu.
When adding metrics to your report, you can choose to make them size-encoded by clicking the icon. If you add a metric as size-encoded, the difference in results will be shown by width or circumference, depending on your visualization. For example, if you are using a bar chart, values with a higher number of results will have wider bars, while values with fewer number of results will have narrower bars.
A size-encoded metric cannot be the first or only metric on your report and is not available for all visualization types.
Standard calculated attribute
Standard calculated attributes are the most general type of calculated attributes. Standard calculated attributes are custom attributes you can create using solely Explore's formula writing language (see Formula writing resources) and elements from your dataset. You have complete freedom of what to create, and are not restricted by pre-built templates as in other attributes.
Standard calculated metric
Standard calculated metrics are the most general type of calculated metric. Standard calculated metrics are custom metrics you can create using solely Explore's formula writing language (see Formula writing resources) and elements from your dataset. You have complete freedom of what to create, and are not restricted by pre-built templates as in other calculated metrics.
When creating a dashboard, you can add tabs to separate your dashboard into different screens. Tabs allow you to group different reports together, while being able to share one dashboard. Tabs can be added by clicking the + button on the Dashboard Builder toolbar. After you have added a tab, you can add another by clicking the + next to the last tab title.
Time comparison calculated metric
A time comparison calculated metric is a type of calculated metric that compares a metric's results to a set dynamic time period. To create a time comparison calculated metric, you will select a metric and a time range to represent how long the time range is measuring. A time comparison calculated metric is dynamic, so as your date changes, the metric will adapt.
On your dashboards, you can limit results to a specific date ranges using a time filter. A time filter is a type of interactive widget that lets viewers select dates to display. Time filters are useful for focusing into results or breaking down reports with several values.
To add a time filter, click Add+ from the dashboard menu in Dashboard Builder.
The top/bottom filter restricts your report to the highest or lowest results. There are three different types of top/bottom filters in Explore:
- Top/bottom result manipulation: This is the most simple option. The filter will only be applied after your report results have been processed, and you can only use attributes already added to the report.
- Top/bottom filtered attribute: Add a top/bottom filtered attribute from the Calculations menu. This calculated attribute allows you to filter results before they are added to the report frame.
- Top/bottom dashboard filter: Enables viewers to limit all reports on a dashboard to the highest or lowest results.
A trend line is similar to the Dual axis option for adding metrics. You can create two types of trend lines. If you add a metric as a trend line by clicking the (), the metric results will appear as a line separate from the rest of your report results. If you add trend lines in the Chart configuration menu, additional lines will be added to your report, demonstrating the trend of each metric's results.
When you share a dashboard, you can select the viewer groups to receive it. Viewer groups contain Explore users and are automatically imported from Zendesk Support. You must change a user's group in Zendesk Support to change their viewer group in Explore.
See Sharing dashboards.
An interaction option you can add to your report. The visualization selector permits viewers to change the report's chart type on a dashboard. You can choose which chart types your viewers can select from in the chart configuration menu () >Visualization Selector.
Visualization type menu
The visualization type menu () is found on the right sidebar of the report builder, Use this menu to change your report's chart type, or select Auto to let Explore choose the most suitable type.
What if variable
What if variables enable you to test how fluctuating outcomes affect your results.
Everything you add to a dashboard, excluding tabs, is called a widget. This includes reports, images, text, shapes, filters, and other interactive options. There are two types of widgets, static and interactive.
This widget type cannot be used to change report results or how users interact with your dashboard. Static widgets include images, text, shapes, and reports.
Enable users to set which report results to view and how to view them. Interactive widgets include the data, time, metric, and top/bottom filters, as well as the change metric and attribute, updated at, global variable, and bookmark widgets.
On a dashboard, you can configure widgets to display in a slideshow format. Widget slides format each of your widgets into individual slides for your viewers to flip through. This option is ideal for viewing a dashboard on mobile devices.