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Managing Datasets in Zendesk Explore

Discover how to manage datasets in Zendesk Explore, including creating reports, editing, and cloning datasets.

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 Explore and hover over the dataset you want to manage. Click the options menu to select actions such as 'New report from this', 'Edit', 'Rename', 'Clone', or 'Delete'. Note that default datasets cannot be deleted, and your ability to manage datasets depends on your access permissions.


More related questions

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…

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…

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…

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