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Using Groups and Sets for Dashboard Filters in Zendesk

Explore how to use groups and sets to filter dashboard data in Zendesk Explore, with some limitations.

Can I use groups and sets to filter dashboard data in Zendesk Explore?

Yes, you can use groups and sets to filter dashboard data in Zendesk Explore, but there are some limitations.

When you create a dashboard data filter using a set as the data filter column, only the attributes that are part of that set will be available for the dashboard viewer to choose from. This means that while sets can be used to filter data, they may not interact with other filters like dates. It's important to plan your dashboard filters accordingly to ensure they meet your reporting needs. For more information, check out theoriginal link.


More related questions

How can I create a group attribute in Zendesk Explore?

Creating a group attribute in Zendesk Explore allows you to organize attribute values for better analysis. To create a group attribute, start by opening the calculation menu and selecting 'Group'. Enter a name for your group and choose an attribute…

What is a set in Zendesk Explore and how do I create one?

A set in Zendesk Explore is a list of selected attribute values used to create a new attribute with specific values. To create a set, open the Calculations menu in the report builder and select 'Set'. Choose an attribute, like 'Assignee name', and…

How do I create an ordered set in Zendesk Explore?

An ordered set in Zendesk Explore allows you to arrange values in a custom order, which is useful for specific reporting needs. To create an ordered set, open the Calculations menu in the report builder and select 'Ordered set'. Enter a name for…

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How can I delete or rename groups and sets in Zendesk Explore?

Deleting or renaming groups and sets in Zendesk Explore is straightforward and can be done through the organize data structure menu. To delete or rename a group or set, open an Explore report and click on one of the attribute panels, like Columns…

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