How to Choose a Dataset in Zendesk Explore
How do I choose a dataset in Zendesk Explore?
Choosing a dataset in Zendesk Explore is the first step in creating reports. You can select a dataset either before or during the report creation process.
To choose a dataset before creating a report, navigate to the Datasets library in Explore by clicking the Datasets icon. From there, select the product dataset you want to use. It's recommended to use the prebuilt, original datasets marked as 'Default' whenever possible. If a dataset is marked 'Out of date', it means it's no longer updated by Zendesk, and you might want to consider deleting it unless it's still in use.
Alternatively, you can choose a dataset while creating a report. Start by clicking the Reports icon in Explore, then click 'New report'. On the 'Select a dataset' page, choose the Zendesk product and the specific dataset you want to report on. The Dataset panel will show you the available metrics, helping you ensure you've selected the right dataset before starting your report.
More related questions
Can I create a copy of a dataset in Zendesk Explore?
Yes, you can create a copy of a dataset in Zendesk Explore for testing purposes. This allows you to experiment with data structures or custom metrics without affecting the default datasets. To create a copy, go to the Datasets library by clicking…
How can I manage datasets in Zendesk Explore?
Managing datasets in Zendesk Explore involves several options, depending on your permission level. You can perform actions like creating new reports, editing, renaming, cloning, or deleting datasets. To manage a dataset, click the Datasets icon in…
Why would I want to duplicate a dataset in Zendesk Explore?
Duplicating a dataset in Zendesk Explore is useful for testing and development purposes. It allows you to create custom metrics and attributes without affecting the main dataset. By cloning a dataset, you can experiment with different data…
Is it possible to query across multiple datasets in Zendesk Explore?
Currently, Zendesk Explore does not support querying across multiple datasets. This limitation can be challenging for users who need to combine data from different sources. Many users have expressed the need for this feature, especially for…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
