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Working with dashboard tabs



image avatar

Rob Stack

Zendesk Documentation Team

Edited Jun 21, 2024


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9 comments

Hi Rob Stack - One of the dashboards I created do have 4 tabs on it. Question, is there a way I can restrict the tab for each team only so they are not allowed to view the other 3 tabs?

Thanks!

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Hi Jahn,

Dashboard sharing can be controlled at the dashboard level, but not at the tab level. See Sharing dashboards

If you'd like, you can leave a suggesting in our Feedback on Explore topic – we have a template you can copy to format your text. Thanks!

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Hi Rob/ Zendesk team,

I have questions on Tabs in Explore Dashboard:

- Are data/filters on different tabs linked together, or separated? meaning on 2 different tabs we have a similar filter, if I select a value to the filter on Tab1, will the same value be fed to filter in Tab 2? Or no effects to Tab2 ?

 - Can we set the value of filter(s) to a specific/default value to each Tab/Dashboard so everytime we open Dashboard we won't need to re-select value to filters

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Hi Andrew Chu - for me the filter applies to all tab across the dashboard.

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image avatar

Gab Guinto

Zendesk Customer Care

Hi Andrew,
 
You can select the option Do not share across tab so that the filter will only apply on the current tab.

If you need to set default filter values, then you can add dashboard bookmarks. You can refer to this guide on how to Save default filter values via bookmarks

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I've had users complain its difficult to see what tab they are on when there are multiple tabs on a dashboard.  Am I missing thing that can be done to make the "active" tab more apparent?

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Hi Bill,
 
I just want to make sure: these users are able to see the tab indicator line?
 

 
 
There isn't currently a way to make this more apparent, so for visibility to our product team, please create a post in our Feedback - Reporting and analytics (Explore) topic, using this template to format your feedback. Thanks!
 

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Hi Dave,

Thanks for the reply.  I am not seeing that indicator in our environment.  Here is a screenshot of what users see.  In this case the BackLog tab is active

Feedback entry for this issue:

https://support.zendesk.com/hc/en-us/community/posts/4438534772762-Make-current-viewed-Explore-Dashboard-tab-more-apparent

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Thanks, Bill – I'll follow up with you there.

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