| Announced on |
| July 25, 2023 |
We’re thrilled to share some exciting changes regarding how you build, share, and interact with dashboards in Explore.
As of today, 61% of dashboards are created using the beta dashboard builder, and many of you have shared your appreciation for how the new experience has made creating and managing dashboards easier.
We’re now focusing on closing feature gaps in the beta experience over the coming months. We want to ensure the transition away from the classic builder is as seamless as possible for you.
While we’re still defining the date for the general availability (GA) release of the beta dashboard builder, we want to share the steps we’ll be taking to gradually introduce the beta builder and deprecate the classic one.
The chart below summarizes the dashboard transition plan:
The detailed transition plan is as follows:
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Phase 1: Beta dashboard builder GA release (4 months): The GA release of our new dashboard builder will include a host of exciting features like tabs, exports, schedules, and the ability to link filters across different datasets.
During this phase, you’ll still have the option to continue creating dashboards with the classic dashboard builder. However, there will be some downsides to continuing to use the classic builder:- Only highly impactful bugs will be fixed in the classic builder
- No enhancements will be made to the classic builder
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Phase 2: Transitionary period (4 months): Following the GA release of the new dashboard builder, there will be a transitionary period of approximately four months.
During this time, you’ll still be able to edit your dashboards using the classic builder, but you won’t be able to create brand-new dashboards with it. This transitionary period will enable you to gradually adapt to the new interface and take advantage of its enhanced capabilities at your own pace.
At this stage, you’ll also know how your shared dashboards are being used and will be able to identify the relevant dashboards you want to rebuild using the new dashboard builder.
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Phase 3: View-only access to classic dashboards (4 months): After the transitionary period concludes, dashboards built with the classic builder will remain accessible to all users who have access, but the capabilities will be limited to view-only mode as edit access to the classic builder will be removed. View-only mode for dashboards built in the classic builder will remain in place for a further 4 months.
- Phase 4: Retirement of the classic view-only experience: In order to be transparent about our future plans, we want to inform you that 4 months after the “View-only access to classic dashboards” phase, we’ll fully retire the classic dashboard.
At the time of this announcement, you'll have more than a year to transition to the new dashboard-building experience. We know that over 70% of dashboard views happen within the first year of the creation of the dashboard. This data suggests that many of the dashboards built with the classic builder might be no longer used—and will therefore not need to be recreated—by the time we fully retire the classic experience.
We understand that change can be challenging, but we’re confident that the new dashboard builder will empower you to create even more insightful and visually stunning dashboards you will be proud to share.
We appreciate your ongoing support and want to assure you that our team will be available to assist you throughout the transition period. We recommend following this article to stay up to date on this plan.
If you have any questions or concerns, feel free to comment on this post.
39 Comments
I want to reiterate what others are saying about this change, you're limiting us in functionality and I am unable to recreate our dashboards using the new dashboard layouts due to limitations and features missing that the 'classic' has. We're already having to do some reporting in tableau due to lack of customization that was taken away when insights was removed, but to remove even more of our functionality and customization that we currently have in the 'classic' would be very detrimental. I've spent a lot of time getting our dashboards to where we need them today, and to have them removed without the ability to recreate them, is very concerning to me.
This is just awful, and forgive me for being direct here.
We've spent months(!) putting together the existing dashboards, scheduling them to our partners, internally etc which now needs to be re-done completely. I'm talking about 200 dashboards. A fair question, that's been asked already, - who is going to pick the cost of that work for us?
But not only that, the key functionality that we currently use is no longer supported in BETA, so the product will be almost useless for us.
Below is the list of what features aren't going to be available in the New builder (but please correct me if I'm wrong)
External sharing
Exporting
Scheduling
Multiple Tab Support (Color etc.)
Linking one filter to all reports in the DB and hiding it
Image
Bookmark
Title options
Change metric
Change attribute
Hi Team, can you please confirm if there's any possible way to copy the existing dashboards to this new environment instead of recreating them? That's definitely going to take a ton of time. Also what about access, do we need to again grant access to everyone or is there an option to mirror the access?
Please suggest.
Thanks!
This just doesn't work at all for us, for many of the reasons outlined above. It's also a huge kick in the teeth for customers who spent months migrating from GoodData. Now we have to do it all over again, but with greatly reduced functionality that seems to be a massive retrograde step. I really hope this can be re-thought, as we invested fully into Explore and it's woven into so many of our business processes in its current form and functionality. We would seriously have to question whether Zendesk is right for us if this goes ahead.
Thank you Walter Bellante - appreciate if Zendesk team can reach out to us with our individual requirements plus to see the current dashboard set up we have.
We built our each dashboard from scratch and we apparently don't want to see less from our current dashboards.
That sounds great. I just wanted to clarify that the timeline of a year (12 months) to transition to the new dashboard builder would start after the GA of the new dashboard builder?
I just wasn't sure if the 12 months had started already or not.
Also, it would be super nice if there was a way for us to clone our current dashboard into the beta builder dashboard to make it easier to move even just the reports on each tab into the beta builder dashboard. Then I can customize with new beta builders dashboard filters and such.
Like others have said, some features I currently use that are needed are dashboard tabs, customizable dashboard filters that can be hidden and customized to specific tables and not the whole dashboard of tables that match the filters dataset, drill in on all reports, exporting to excel, Bookmarks or just a way to save the filters to their current selections per tab in the dashboards.
I'd also like to be able to combine datasets to create even better reports.
I haven't really used the Beta because it has felt very limited in its functionality. Most of my reports are all heavily customized and the current Explore let's me do that. The Live dashboards in beta and the other dashboards in beta just didn't let me customize like I needed/wanted too.
I just want to keep track of how much time I have to move everything over, so hopefully you can answer my question above. Thank you!
Hello
Is there going to be a process for migrating dashboards?
Because it would be unthinkable to have to recreate everything manually!
Thanks
Thank you to all our customers who’ve provided feedback on the dashboard builder transition. We’ve provided some updates in this Community post, and we’d love to continue the conversation with you there.
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