Setting a filter default state
Something useful in GoodData/Insights was the ability to add filters to a dashboard and set the default selections of the filter(s). This allowed me to create a single report (query) to use across many dashboards, then use the filtering on the dashboard to get the final output where I wanted it. This made it simpler to only have my one report and set+forget the filtering, rather than clone the report and apply filters to it (and have a lengthy list of reports/queries).
So, my request is to allow a "default" state of the filters to be selected/populated for a dashboard.
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Yes! This is needed. The default value for date ranges seems to be "all history" which isn't a very useful default date range. I have 4 queries in my dashboard tab and they all have the same date range, and I have two attributes to apply the date range to, but the filter default is "all history".
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Another vote for this functionality!
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Yes please, we need this! "all history" takes quite some time to load and is (almost) never the time-frame that one would want to look at.
upvoted
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To add to why this is a need, any dashboards I have mailed out also do not have any parameters. It means I have to edit all my queries in all my dashboards to have the defaults I want to have emailed out.
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Another +1 for this. Our organization finds the default "all history" useless for our regular metrics assessment.
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Yes please, we need this!
How many times is someone loading a dashboard to look at "All history"? That's for archives, not a Dashboard.
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I thought I figured this out, but when I exited and reopened my dashboard the defaults were gone. Please add this feature.
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Another +1 for this. we need defaulting option for dashboard filters
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Agreed, this functionality needs added. Realistically, if you set the filters in the query then the dashboard should only allow what's been filtered out to display as well.
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So, anything new on this topic?
I find it kinda frustrating not to be able to set a default data range... + what's the use of the scheduled delivery when I got all history at the beginning of the month than last month data range...
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I agree. I just finished making a new dashboard and I set the dates as I did in insights and was not pleased to realize it doesn't save the set date ranges.
Any updates?
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I'm not sure if this is what everyone's looking for but this may help:
https://support.zendesk.com/hc/en-us/articles/360037527374-Explore-recipe-Taking-dashboard-filters-and-bookmarks-to-the-next-level
Apply a filter then create a bookmark to save them. You can just set one "bookmark" for your dashboard's default filters and hide the widget afterwards. -
I'm not sure, if this helps anyhow. But I see this as an essential feature and not just a "nice-to-have" thing. In a heterogeneous zendesk environment (e.g. worldwide with each subsidiary having several support departments), you have a sea of forms, groups, etc. and the selection lists are endless and hardly possible to handle in a comfortable way. In summary: + 1 from my side.
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Hi @..., all, apologies for the belated reply on this thread.
As mentioned by @..., "bookmarks" allow you to set default values for each filters. Can you please confirm they are addressing your needs in that area? If not, would you be able to share the use cases where they currently fall short?
Many thanks
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+1 to be able to set and save filters as a default on a dashboard rather than creating bookmarks or new queries.
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+1 For the default on time filters
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Hi everyone,
thanks for sharing your feedback about setting the default state for filters.
We've created a recipe to help you set a default state via bookmarks.
This allows the filters to be set to predefined values when the dashboard is initially loaded.
I hope it helps.
Thanks
Walter
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