Organizing Queries

Planned

18 Comments

  • Gal Zohar
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    Agree - generally, the queries list could really use some additional columns:

    • Dashboard it's used in
    • Created by (user), created on (date)
    • Maybe some folder structure?

    A similar thing is happening with calculated metrics and calculated attributes - once you start having more than a handful, it's getting hard to manage without a centralized view of all of them, and especially where they are used.

     

    3
  • Bill Cicchetti
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    Same here...I understand this the first iteration of this reporting solution but so far its lacking many features and "user friendliness"  that would prevent me from moving from Good Data to Explore.

     

    I started a post on the lack of details regarding queries here

    https://explore.zendesk.com/hc/en-us/community/posts/360004403827-Details-on-what-dashboard-s-a-query-is-part-of-

    3
  • Stoddard
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    Strong agree

    1
  • Vincent Dollet
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    Dear all,

    Thank you for sharing your feedback.

    We will soon be starting a research project which aims at identifying the best way to help you manage large collections of objects (queries, datasets & dashboards). The question we will be answering is - how can we shorten the time it takes you to find what you're looking for.

    We'll reach out back to the community when we kick-off the project & will welcome early feedback,

    Kind regards

    Vincent

    1
  • Dan Ross
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    I would love to participate in this project if you need volunteers. The current query management system is not conducive to sharing usage across many users and expecting people to be able to find what they need.

    4
  • Elizabeth Toy
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    Love this feedback. Adding folder structuring ability for queries would be great. Seeing a huge list doesn't help me find what I want easily, and while naming conventions could help with that, the names of queries cut off...

    3
  • Nicolas Gorga
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    Has there been any update regarding this? Theres too much time wasted because of the lack of organization when it comes to querys

    1
  • Vincent Dollet
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    Hi Nicolas, we're aware of the importance to help you manage your resources. We're planning to start the work later this year. Thank you for your continued patience

    0
  • Michele Italo D'Amato
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    +1 I'd like folders for both queries and custom attributes/metrics.

    2
  • Mohammad ShabbirTaibani
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    I have recently started using Zendesk, and found this basic thing is missing , Organizing queries for better control is required immediate attention 

    I can see few months back it was mention , work on this will start later this year ...

    Hope this will available soon , 

    1
  • Vincent Dollet
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    Hi Michele and Mohammad, we have some exciting news. We are wrapping up the design of the experiences that will enable you to better organize and find your content. We will be starting with queries and dashboards - custom metrics and attributes will follow later on. We will be able to share more information on availability timeline in the coming months.

    0
  • Govindraj Shetty
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    I  need the same feature this is blocking to migrate to explore

    1
  • Govindraj Shetty
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    The same feature is there in Zendesk Insight

    1
  • Vincent Dollet
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    Hi Govindraj Shetty, thanks for reaching out. We have started the development of various features which will help you better manage your queries. We will be releasing improvements & new features in that area in the course of 2020

    0
  • Elise Doherty
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    I do think it is worrying that the migration out of Insights/GoodData is starting before the Explore tool is actually usable. We have 100s of reports to re-create but I can't imagine starting before being able to organise them. 

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  • WW Admin - Jenn S.
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    Any update on this?  We started the migration over and just with one Dash we are already up to 128 Queries. I still have over 100 reports to migrate over from GD and having no way to organize queries is making this a very daunting task. 

    1
  • Vincent Dollet
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    Hi Elise Doherty, WW Admin - Jenn S., thank you for reaching out.

    We have a identified a number of projects to help you better manage and find your content:

    • We made it easier to re-use a query you find on a dashboard by adding the actions ("save as", "add to dashboard", "export") when editing a query from a dashboard -> done end 2019
    • We will soon make it easier for you to better understand the impact changes you're making in the Query Builder could have on other dashboards by listing all dashboards where that query is used -> in Feb 2020

    Coming next:

    • We will make it easier for you to find your queries by introducing "a filter panel" to the left of your queries' library with preset filters to start with. You will also be able to control the columns you want to see in that view, and decide what's relevant to you.
    • We are then planning to introduce "favorites" - so that you can easily decide what queries you want to keep a close eye on.
    • Finally, we are planning to introduce "tags" - which will allow you to better classify your queries

    Kind regards

    Vincent

    -2
  • Samuel Mosher
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    Would it be possible as part of these updates to consider adding an area for adding new custom metrics? The current experience (Create New Query -> Calculations -> New x metric) is cumbersome when having to create many at a time, especially duplicates. Without a metric manager, you have to open a query and hope that you aren't tampering with what's shown while making those changes.

    0

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