You can add interactive widgets to a dashboard, so your viewers can interact with, and customize their results. Only editors can add interactive widgets, but any viewer permitted to view a dashboard can use them.
For help using interactive widgets, see Interacting with dashboards.
Filtering results
Viewers can use filter interactive widgets to restrict results to specific attribute values, date and number ranges, or the highest and lowest results.
Data filter
A data filter enables viewers to filter results by an attribute's values. Viewers can divide data by an additional attribute without the results appearing on each report.
To add a data filter
- In the Dashboard menu, click Add > Add data filter.
- On the Choose data filter dataset panel, choose the dataset you want to filter. You'll see this panel only if you've added multiple reports that use different datasets to your dashboard.
- In the Choose data filter columns panel, select the attribute you want to
use.
You can either browse the available attributes in the list, or refer to Understanding Explore datasets for a full list of available values for the dataset you're using.
Tip: If you choose a date attribute, think about how you want your viewers to be able to filter the dashboard. For example, a common filter might be the date the ticket was created, so you'd choose the Ticket created - Date attribute. The attribute you select must be part of the dataset that was used to create the report you’ve added to the dashboard. - Enter a Display name and Width to set a custom name and width for the attribute.
- Select a position from the Display drop-down list to set how options appear.
- Select from the following additional options:
- Multiselection: Allows viewers to select more than one value.
- Cascade prompts: Applies the data filter to other filters. For example, if you're using two separate data filters for Ticket Tags and Ticket ID, selecting this option means that when a viewer selects a tag, only the ticket IDs for that tag will be available.
- Select values: Allows viewers to select values to be included in the filtered report.
- Exclude values: Allows viewers to select values to be excluded from the filtered report.
- Promote URL as parameter: Embeds your filter in the dashboard URL. You can type a new value directly in the URL to update your filter. For more information about this option, see Customizing dashboards with URL parameters.
- Show selected/excluded values: Shows the values that are currently included or excluded from the filtered report in the data filter widget.
- In the Sort drop-down list, select the order of values. Values can be sorted alphabetically from A-Z or Z-A.
- If your dashboard uses multiple datasets, you can enter a common attribute in the Link with box to apply the filter across all of your dashboard's datasets.
- Select Do not share across tab to apply the filter only to the selected tab.
- When you're finished, click Apply.
Your data filter interaction will resemble the image below.
Time filter
A time filter enables users to edit the displayed time period.
- In the Dashboard menu, click Add > Add time filter.
- In the Time filter widget panel, select a date attribute to use in the filter.
- Edit how the time filter is rendered (calender by default) and the level of detail.
These options are available underneath your metrics.
- When you are finished, click Apply.
Your time filter widget will resemble the image below.
Metric filter
The metric filter interactive widget is similar to the metric filter manipulation in the report builder (see Selecting the metric result range). Viewers can use the metric filter to set a floor or ceiling to results.
- In the Dashboard menu, click Add > Add metric filter.
- On the Choose metric filter dataset panel, choose the dataset you want to filter. You'll only see this panel if you've added multiple reports that use different datasets to your dashboard.
- In the Choose metric filter dataset panel, choose a dataset.
- Select the metric you want to use as a filter.
- You can then edit the display name, width, and if blank values are filtered.
- When you are finished, click Apply.
Your metric filter will resemble the image below.
Top/bottom filter
Similar to the top/bottom filter manipulation option in the report builder, with the top/bottom interactive widget your viewers can limit results to the highest or lowest values. For more information on the top/bottom filter in the report builder, see Creating a top/bottom filter.
- In the Dashboard menu, click Add > Add top/bottom.
- In the Top/Bottom panel, enter your top and bottom values and set their
visibility.
- Select a strategy. The strategy will determine what attribute is used to calculate results.
- Add metrics in the Metrics textbox.
- Select a Display type. You can display measures in either a drop-down or button list.
- When you are finished, click Apply.
Your top/bottom filter will resemble the image below.
Selecting new metrics and attributes
When you select these interactive widgets, your viewers can edit the initial metrics or attributes to view other possible outcomes.
The following interactive widgets that enable your viewers to edit existing metrics or attributes:
Selecting a different metric
The change metric widget enables viewers to change the initial metrics, so they can view different outcomes of the same report.
- In the Dashboard menu, click Add > Add change metric.
- In Choose change measure dataset panel, select a dataset used on the dashboard.
- Select the metric that you want to give users the option to change.
- After you select a metric, you can edit the option display name, width, and display
format. You can also permit users to change measure aggregators and restrict the list
of available measures.
- When you are finished, click Apply.
Your change metric widget will resemble the image below.
Selecting a different attribute
Similar to a change metric, the change attribute interactive widget enables viewers to select a new attribute.
- In the Dashboard menu, click Add > Add change attribute.
- In the Choose change attribute dataset panel, select the dataset containing the attribute you want to become a change attribute.
- Select the attribute to become a change attribute.
- After you select an attribute, you can edit the display name, width, and display
format. You can also restrict the list of available attributes.
- When you are finished, click Apply.
Your change attribute widget will resemble the image below.
Using bookmarks to save filtered dashboard states
When you add a bookmark widget, it freezes the current state of filters. Viewers can switch to different bookmarks to see different filter states. To learn about how to use bookmarks, see Working with dashboard bookmarks.
9 Comments
@... - did you ever get an answer to your question? That's exactly what I'm trying to do right now.
Hi Joshua!
Limiting attributes to preselected values should be doable by utilizing sets. When creating a dashboard data filter using a set as the data filter column, only those attributes in that particular set will show up in the dashboard to be selected.
Follow along this documentation below to create sets.
https://support.zendesk.com/hc/en-us/articles/360022184334#topic_fsd_gw1_fv
Matt - Customer Advocate
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It doesn't look like the time filters include any of the Initial Rating metrics from the Ticket Updates dataset. Example: Bad Initial Rating.
I added a new time filter to the dashboard and don't have that as one of the options. Am I missing something?
Can anybody explain the "Cascade prompts" option? I don't understand this:
I've noticed that when I choose this option in the data filter options the "Permanently Deleted" option disappears from the list of dropdown options. I also don't fully understand "Permanently Deleted" -- I think this means the value no longer exists as an option in the dropdown (it was deleted) but historical tickets remain with that now deleted option selected.
Can anybody explain the "Cascade prompts" option and if/how this is related to the "Permanently Deleted" dropdown option. TYSM
Hi Ronald
You are correct that the "Permanently Deleted" is for the deleted value.
So the main reason why it shows "Permanently Deleted" when you choose the "Cascade" filter, is that your tickets that populate in the report may have deleted values. From there you would have the option to exclude it from the report & only active values would be loaded.
To further explain the cascade option, for example you have a data filter for it to only show tickets with the tags a,b,c,d,e & the ticket Ids from 1-100. If you click on the cascade option for ticket tag D, it would then only load the ticket ids that have the ticket tag D.
I would like to add a report to a dashboard and make it so that on Mondays, the dashboard shows the stats from the previous week. Is it possible to automate this?
I tried adding a time filter on the dashboard to manually select the date range, but when I select them, looks like it's not applied.
Any input is appreciated, thanks in advance.
Rebeca Hernandez you'll need to change your time filter to last week and then add a bookmark and pin the bookmark for last week to "stick" for your deliveries. Pinning the bookmark makes it the default state of the dashboard. You can also hide the bookmark and/or time filter if you want.
When selecting the attributes for the change attribute widget, the attribute options appear to be limited (maybe by the attributes currently in use by the reports on the dashboard?). How do you add additional attributes to the widget?
Is there a way to limit the reports that are affected by the change attribute widget, in the same fashion as the [exclude filters] config on reports?
Yes, the selection is limited to the current filters applied at the report level. An attribute will only show up in the list if it's applied as filter to at least one of the reports added to the dashboard. A change attribute will allow you to switch the original filters added to the report to another attribute filter.
And, yes, you can configure a report widget to exclude certain change attributes also via the Exclude filters menu.
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