Suite | Professional, Enterprise, or Enterprise Plus |
Support with | Explore Professional or Enterprise |
重要提示:本文章介绍了 2024 年 11 月发布的新面板生成器。旧版面板生成器将一直可用到 2026 年 6 月。如果您正在使用旧版面板生成器并需要帮助,请参阅 关于旧版面板生成器。
您可向面板添加交互式组件,使查看者可与结果互动并自定义结果。只有编辑者可以添加交互式组件,但任何有权查看面板的人都可以使用它们。
如需使用交互式组件的帮助,请参阅 与面板交互。
相关文章:
筛选结果
按时间或属性筛选面板
注意:面板级别的筛选将覆盖在各报告中配置的任何筛选。如有必要,您可以 将报告从面板筛选中排除 ,以免覆盖其筛选。
添加时间筛选组件
时间筛选 允许用户编辑面板中显示的时段。
添加时间筛选的步骤
- 在 面板 菜单中,单击 +>时间筛选。
- 在 时间筛选 面板中,选择要在筛选中使用的日期属性。
时间筛选组件已添加,如下图所示。
使用时间筛选
现在您已添加时间筛选,面板查看者可以用来配置面板报告中显示的时段。
更改显示的时段
- 在您的面板中,单击时间筛选。
- 从下拉列表中选择您要显示结果的时段,例如 最近 12 个月。
面板报告将刷新,仅显示所选时段的数据。
添加数据(属性)筛选
数据筛选 允许查看者根据属性的值筛选结果。查看者可按另一个属性划分数据,而不会在每个报告中显示结果。
添加数据筛选
- 在 面板 菜单中,单击 +>数据筛选。
- 在 选择数据筛选数据集 面板上,选择您要筛选所依据的属性。
您可以浏览列表中的可用属性,或参阅 了解 Explore 数据集 ,获取数据集可用值的完整列表。
提示:如果您选择日期属性,请考虑您希望查看者如何筛选面板。例如,常见的筛选可能是工单创建日期,这样您可以选择 工单创建于 - 日期 属性。您选择的属性必须是用于生成您添加到面板的报告的数据集的一部分。
新的筛选随即显示。本例中,您添加了一个数据筛选,以便仅显示包含一个或多个选定标签的工单结果。
选择新属性
选择其他属性
更改属性交互式组件允许查看者从您配置的列表中选择报告的新属性。
添加更改属性交互式组件
- 在 面板 菜单中,单击 +>更改属性。
- 在 添加更改属性 面板中,选择包含您要更改为属性的数据集。
- 选择将成为更改属性的属性。
- 选择属性后,您可以编辑显示格式,并限制可用属性列表。
- 完成后,单击 添加。
您的更改属性组件随即显示,如下图所示。
从面板筛选排除报告
您可以阻止面板筛选应用于面板中的单个报告。如果您不希望面板级别的筛选覆盖报告中配置的筛选,这将很有帮助。
关闭报告的面板筛选
- 在面板中选择一个报告。显示筛选选项菜单。
- 从从筛选中排除下拉列表中,选择您要从报告中排除的筛选。
您的面板已更新,使用新的筛选配置。
翻译免责声明:本文章使用自动翻译软件翻译,以便您了解基本内容。 我们已采取合理措施提供准确翻译,但不保证翻译准确性
如对翻译准确性有任何疑问,请以文章的英语版本为准。
20 条评论
Stephen
Hi,
My Change Attribute looks completely different from yours and doesn't have the Show Header checkbox:
Couple of other things on the Change Attribute:
0
Jahn Bronilla
Hello! I am unable to see the “Show Header” option as well on my end.
Also, the change attribute is very different from the one we had from the old builder. In the old builder you can specify which specific report in the dashboard the change attribute will take effect but looks like this is not possible in the new builder as it's changing the whole dashboard filter whenever you selected one of the attribute.
2
Ilia Kosenko
Dear ZenDesk Team,
The article (https://support.zendesk.com/hc/en-us/articles/4408819299610) and your support team reference links that don't exist.
As longtime customers, the new dashboard has crippled our workflows. Will critical features be restored:
We need clear direction on these basics to continue using your product effectively.
1
Johannes Garske
Hey,
I don't see “Show header” for “Selecting a different attribute”.
Also I would like to know on how to make it work for only a few reports and not all? Since it is super confusing to scroll between all the reports because the filter is once in the dashboard and not multiple times – maybew twice when we have different datasets.
Thanks!
0
Judy Correia
Hi - similar to previous comment how can we link filters in a single dashboard tile? The “link from” option as described above does not exist in the new dashboard builder.
0
Michael Julian
The section: “Filtering results across multiple tabs” doesn't seem to apply to the new dashboard builder is this correct?
How can I create filters that work across multiple tabs in the new system?
0
Patrick Beebe
When will this be applied to BETA?
1
Katherine Bull
I am setting up a data filter to exclude certain requester email addresses from the tab's results, but there is no easy way to do this. Out of thousands upon thousands of email addresses I want to exclude just four, but there is no way to select all - I can only clear all. The old version of Explore supported this. Why can't I easily choose results to exclude using data filters?
2
Elina
Hi, thank you for the article! Will the Copy Paste of the Time filter also be available in Explore Beta? Is there a way we can have one Time Filter across multiple tabs? Thank you in advance
0
Anthony Pignatari
I'm attempting to create a data filter based on Requester Email address, however the filter appears the show every requester email, which isn't what I'm looking for. Is there a way I can limit what emails populate in that filter? Perhaps by email domain, requester organization etc? Thanks!
0
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