| Suite | Professional, Enterprise, or Enterprise Plus |
| Support with | Explore Professional or Enterprise |
本文章概述了一些最佳实践，帮助您充分利用面板筛选。要了解更多关于筛选以及如何将其添加到面板的信息，请 参阅添加交互式面板组件。
本文章包含以下部分：
使用来自更少数据集的报告
为了简化面板筛选流程，请勿使用来自过多数据集的报告。通常，一两个数据集即可提供足够的数据。例如，最常见的预建面板标签中的报告就基于一个数据集。
有时，您需要将多个数据集的报告添加到面板。在这种情况下，请查看标签中的报告，确保它们不是使用相同的数据集创建的。
有关每个数据集包含的指标和属性的更多信息，请参阅了解 Explore 数据集。
选择您需要的时间筛选属性
每个数据集都有多个时间属性。所有这些属性都列在时间筛选菜单中，可用于筛选面板标签。如果添加到面板的 报告 来自多个数据集，则来自多个数据集的时间属性将在筛选菜单中可用。
目标是仅选择您实际要用于筛选标签中的 报告的 时间属性。通常，每个标签需要一到三个时间属性。例如，默认Support面板的工单标签使用两个属性进行时间筛选： 已创建工单 和 已解决工单。
链接数据筛选
如果您在同一面板中使用多个数据集，则必须将数据筛选属性链接到其他数据集的等效属性。
例如，默认 Support 面板的 满意度 标签使用来自两个数据集的 报告 ：工单 和 更新历史记录。数据筛选基于工单数据集的属性。为确保这些筛选应用到所有 报告，已与 更新历史记录 数据集中的属性链接起来。
从 报告中排除筛选
从个人 报告中排除面板筛选的主要原因有以下三个：
- 您在时间筛选中使用了多个属性
- 您不希望某些 报告 受到特定筛选的影响
- 面板筛选可能会覆盖从 报告本身筛选返回的结果
可通过 排除筛选 设置禁用每个 报告的面板筛选。请参阅 从面板筛选中排除报告。
使用时间筛选
在面板上使用时间筛选时，最好选择一个特定的时间限制，而不是 “所有历史 记录”值。选择 所有历史记录 即 不 选择时间范围。换言之，它不会筛选面板上的任何报告。此外，新版 Explore 面板生成器不包含 “所有历史 记录”值。
因此，如果您面板上的某些报告有报告级别筛选，它们仍会应用，即使是从面板查看报告时也是如此，因为 所有历史记录 不会覆盖它们。
保存默认已筛选视图
从面板筛选中选择的值不会自动保存。因此，每次访问或重新加载面板时，筛选选择都会重置。因此，为每个面板标签设置默认视图非常重要。如果在标签中使用了时间筛选器，这一点尤其重要，否则面板将被计划发送电邮或与外部共享。如需关于书签的帮助，请参阅 为视图已筛选的面板状态添加书签。
在多个标签中使用筛选
通过正确的配置，您可以使数据筛选、时间筛选和实时数据筛选跨多个面板标签工作。为此，请将相同的筛选添加到您希望其影响的每个标签。请参阅 在多个标签中筛选结果。
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。
35 条评论
Sierra Collins
Hello,
We need the option for “All History” specifically for Unsolved Tickets.
I have clients with tickets unsolved longer than 24 months for business purposes. We have dashboards created for them to show them all unsolved tickets today. However, with these new dashboards- there is no way to see tickets further back to 24 months unless we do a custom filter every time. Also if I set a custom filter to go back to the oldest unsolved ticket, there is no way to set the end date for "today". I have to choose a day of the week, which means every day we would have to push the date back every time. or set it far out. But even then we'd have to remember to check the date filter once the end date passes.
0
Dan Ross
+1000 to Colin's comment. I finally gave the new dashboard builder a try hoping that it would be more polished than the beta but this omission breaks my brain. Any kind of user testing should have validated the need to filter like this.
This limitation and Decompose not being a thing and a lack of ‘Quarter’ in the relative date filters in GA is incredibly disappointing. I'm going back to the legacy builder for now.
I try to stay positive with these releases but I am not convinced that Zendesk has any business setting an EOL for the legacy builder until its replacement is actually suitable for GA. Sorry Explore team, I know folks are working hard, but this release is just not ready for production use.
1
Jen C
I agree with Colin-Pierre Larnerd. He has all the relevant pictures. I also need to exclude with a filter rather than add the exclude option to every report. Is that an option to edit the filters to allow for excluding like in the legacy dashboards?
Can we hide things on the dashboard like the legacy dashboards? I have a data filter that I hide on the dashboards in addition to the bookmark square as well.
0
Mayoo Inoue
Thanks 8182020382746 !
0
David Wexelblat
1266047938290 As far as I can tell, that section bears no correlation whatsoever to the new dashboard builder. It links off to a page discussing the old builder, and what's discussed there doesn't apply. There does not appear to be any way to have a date filter that applies to all tabs. Another way the new dashboard builder is worse than the old one.
0
Colin-Pierre Larnerd
Hi! In the new beta Dashboards, there is no option to select all or exclude data in filters.
For example, I have a filter for Ticket organization name, but I cannot select all or exclude any.
The legacy dashboard allows me to exclude data in the filter:
It's really important to at least Select All or Exclude data in the filters! When will this be available? Thanks!
4
Mayoo Inoue
Hello,
I'm using a new dashboard and when I click Time Filter in one tab, I see ‘Ticket created' and ‘Ticket solved’ are listed in Link filters. I only use the Support dataset in this tab. What does the portion in Link filters mean here?
0
Denise von femSense
Hi,
How can you adjust the data filter in the new Dashboard builder? In the old Dashboard builder you were able to choose a display name, if multiple selections should be possible, different sorting options of the data and displaying the selected data.
I cannot find any of these options with the new builder??
1
Andres Nuñez del Prado
Hello,
How can I exclude a report from a time filter when using the Beta Dashboards? I don't see any dropdown arrow as explained in this article:
https://support.zendesk.com/hc/en-us/articles/4408825695514-Time-filter-isn-t-working-when-I-choose-a-time-frame-Video
1
James G
0
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