This article will walk you through the different components of the Zendesk Explore interface. The interface has the following components:
Explore interface basics
When you first click the Explore icon from the product tray in Zendesk Support, you are automatically dropped into your Dashboards library. This section will discuss the basics of navigating Explore, including accessing other features. For information on the components of the Dashboards and other libraries, see Explore libraries.
This topic contains the following sections:
The top toolbar runs along the top of the Explore interface. Here you can find your current location, use the search function, and access other Zendesk products and your user profile.
|Location: Displays your current location in Explore and the path taken to your current location. This link will update when you move through different pages in Explore.|
|Search: Opens the search box. You can search the Explore Help Center for documentation.|
|Product tray: Contains links to all of your other Zendesk products.|
|User profile: Opens a drop-down menu where you can access your user profile, view keyboard shortcuts, give product feedback, open the Explore Help Center, and sign out.|
The sidebar is located on the left side of the Explore interface. Editors and admins can use the buttons on the sidebar to access Explore's other major features.
Below are the icons located on the sidebar:
|Dashboards library: Displays all of the pre-built dashboards and any of your shared or created dashboards. Editors and admins can create new dashboards by clicking the New dashboard button. From this location, editors and admins can open the Dashboard Builder and create, share, delete, and duplicate dashboards. See Viewing and using dashboards.|
|Queries library: Displays all of your queries. Only editors and admins have access to this icon. From this location, editors and admins can open the Query Builder and create, share, duplicate, and delete queries. See Creating and customizing queries.|
|Data sources library: Displays all of your connections. Only editors and admins have access to this icon. From this location, editors and admins can open the Data source Builder and create, edit, duplicate, and delete connections. See Adding a new Zendesk support connection.|
|Admin menu: Contains account settings such as dashboard email delivery and editor permissions. Admins have total access to all account settings, while editors can only edit specific settings (see Editing Explore account settings). See Explore admin settings for more information on the components of the Admin menu.|
When you open Explore, you are automatically dropped into the Dashboards library. The Dashboards, Queries, and Data sources libraries all have the same interface. This section will walk you through a library interface.
- Header: Displays the name of the library you're in and the number of items in the library. This is the total number of items, whether or not they have been created by you or shared.
- New dashboard/query/connection: Adds a new dashboard, query, or connection.
- Main window: Contains a list of all your dashboards, queries, or connections. There are two tabs you can use to change the list of items in the library's main window.
- All: Displays every item, no matter if it was created by you or shared.
- My dashboards/queries/data sources: Only displays the dashboards, queries, or connections that were created by you.
- Settings: Shows a drop-down menu with actions you can perform on the item. You can use Settings to edit, duplicate, and delete items. For queries and dashboards, you can also select to share. The Settings icon () will appear when you hover over an item name.
Dashboard, Query, and Data source Builder
In Explore, editors and admins can create new queries, dashboards, and connections using Explore's Builders. Builders contains all available customization options and settings. For more information on creating and customizing queries, dashboards, and connections, see Getting Started with Zendesk Explore.
Editors and admins can create and edit queries in the Query Builder. The Query Builder automatically opens whenever a user creates a new query or selects an existing one. For more information, see Creating and customizing queries.
This section will walk you the components of the Query Builder shown below:
- Metrics: Add quantitative data, or metrics to your query (see Adding metrics).
- Attributes: Add any qualitative data, or attributes to your report in Rows, Explosions, Filters, and Columns. Each of these locations will cause your report to render differently (see Adding attributes).
- Pivot table: Switch your Columns and Rows attributes quickly using the pivot table button () to the right of Columns. The pivot table feature saves you time by automatically moving your attributes, so you don't have to drag and drop.
- Top toolbar: Contains options for your query that do not include customization. You can click the Query name box to enter a new name or the Data source box to navigate back to the connection the query was created from.
Table 3. Top toolbar icons Icon Task Save: : Opens a drop-down menu with four different saving options. Queries do not save by default. See Saving your query. Clear current query: Removes everything from your query. This action cannot be undone. Undo: Reverses the last action performed. Redo: restores the last undone action.
- Customization menus: All available query customization options. Each menu performs a different type of customization (see Customizing queries).
Table 4. Customization menus icons Icon Task Visualization type: Change your chart type. The Visualization type menu icon will display the chart type you selected. If you have not yet selected a chart type, the Visualization type menu will show the auto-chart icon. See Visualization types reference. Data structure menu: Edit your metrics and attributes after import, including renaming elements, organizing and creating folders, and setting attribute permissions. See Editing your metrics and attributes. Chart configuration menu: The primary location for all of your chart formatting options. Customization options will differ, depending on your chart type. Seehttps://explore.zendesk.com/hc/en-us/articles/115001386308-Customizing-queries. Result manipulation menu: Perform calculations on already processed results, including totals, percentage difference, and more. See Result manipulation reference. Calculation engine menu: Create custom metrics and attributes to use in your query or in other custom elements. See Calculated metrics and attributes reference.
Editors and admins can create, customize, and share dashboards in the Dashboard Builder. The Dashboard Builder opens automatically whenever a user create a new dashboard or selects an existing one. For more information on dashboards, see Viewing and using dashboards.
This section will walk you through the Dashboard Builder shown below:
- Toolbar: At the top of the dashboard is the customization toolbar. The interface above is the toolbar shown when you enter the dashboard. If you select a widget the Tab title, Widget options, and Widget headercustomization menus will appear (see Customizing your dashboard). You can click the Publish changes button to update the shared version of your dashboard (see Sharing dashboards).
- Headers: Your dashboard and tab titles. You can rename a dashboard title by clicking the dashboard header. To rename a tab you can click the down arrow next to the tab name and select Rename. You can also delete, duplicate, and move tabs from this drop-down list. See
- Dashboard: All content shown in this section will appear when you send out your dashboard to viewer, in addition to your headers. You click widgets to customize them.
Data source Builder
Editors and admins can create and edit datasets in the Data source Builder. This section will display the different stages of the Data source Builder. For information on subsequent steps and adding connections, see Creating a new Zendesk Support connection.
There are two different components to the Data source Builder interface. When you first select to create a new dataset, you will be presented with the following screen:
- Data sources: All of the available Zendesk data sources you can connect to.
After you select a data source, you will be redirected to the second screen.
- Name: The unique identifier for the dataset. Since datasets are shared across your team, please ensure your naming conventions are consistent.
- Dataset: The list of datasets you can connect to. Each dataset represents a different data model and contains unique metrics and attributes. See Creating a new Zendesk Support connection.
Editing Explore account settings
You can edit your Explore account options and other settings in the Admin menu . The Admin menu is the fourth icon on the left sidebar. Viewers cannot access settings in the Admin menu.
This section will walk you through the Admin menu shown below:
- Admin tabs contains the different setting pages available in the Admin menu. Admins can click on the different icons to navigate to the setting page.
Table 5. Admin tabs Icon Task Editor authorizations: Set what connections and dashboards admins and editors can access. This tab is only available for admins. See Setting Editor permissions in Explore. Dashboard email delivery: Schedule the frequency and recipients of their dashboard email delivery. See Sharing dashboards through email. Account information: Edit basic account and usage settings. This tab is available for admins only. See the Editing Explore account information settings section below.
- Tab title: The title of the Admin menu tab you are currently on.
- Settings: The configurations you can edit on the current tab. For information on the settings available on the Account information page, see the section below. For information on settings available for the other Admin menu tabs, see Sharing dashboards through email and Setting editor and admin permissions.
Explore Admin menu settings
Admins can edit Explore account settings on the Account information page. Editors cannot view this page. This section will discuss the different settings available, in top-to-bottom order.
- Chart default colors: Set the colors automatically applied to your chart. Colors will be applied in the left-to-right order. This option is useful if you would like your queries to all use a default, global chart color. This does not apply to text.
- Chart default color encoding colors: Set the color gradient automatically applied to your color-encoded metrics (see Measuring results by color). Your lowest results will be the left color and the highest will be the right color.
- Excel export options: Change how your query Excel exports will render.
- Grant account access to the support team: Permit the Explore customer service team to access your Zendesk Explore account.