Bookmarking dashboard states with filtered views

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<p id="docs-hc-snippet" style="display: none;">Filtered views make it easy to switch between different filter settings on a single dashboard tab. A filtered view acts as a bookmark that returns a viewer to a saved state within a dashboard tab without having to manually set the dashboard’s filters.</p>
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<div class="note note" id="Explore_filtered_views__note_wz2_pvj_fcc">
<span class="notetitle">Note:</span> Filtered views are available only in the new dashboard
builder. For equivalent functionality in the legacy dashboard builder, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8210448879002" target="_blank">About the legacy Explore dashboard builder</a>.</div>
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<p class="p">Filtered views make it easy to switch between different filter settings on a single
dashboard tab. A filtered view acts as a bookmark that returns a viewer to a saved state
within a dashboard tab without having to manually set the dashboard’s filters. </p>
<p class="p">This article contains the following topics:</p>
<ul class="ul" id="Explore_filtered_views__ul_v4x_pvj_fcc">
<li class="li"><a class="xref" href="#topic_bbk_hvj_fcc">Creating a filtered view</a></li>
<li class="li"><a class="xref" href="#topic_mkx_hvj_fcc">Editing a filtered view</a></li>
<li class="li"><a class="xref" href="#topic_jyr_3vj_fcc">Deleting a filtered view</a></li>
<li class="li"><a class="xref" href="#topic_aph_kvj_fcc">Applying a filtered view to a dashboard tab</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_bbk_hvj_fcc">
<h2 class="title topictitle2" id="ariaid-title2">Creating a filtered view</h2>
<div class="body">
<p class="p">You can create a filtered view that saves a certain dashboard filter configuration. A
filtered view applies only to the tab you’re on when you create it.</p>
<p class="p"><strong class="ph b">To create a filtered view</strong></p>
<div class="p">
<ol class="ol" id="topic_bbk_hvj_fcc__ol_xw2_vvj_fcc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408830235930#h_01FG7ATFZCG6JCDRNNJVA6FATP" target="_blank">Open an existing dashboard</a>, or
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408831595418" target="_blank">create a new one</a>.</li>
<li class="li">Select the tab you want to create a filtered view for. Filtered views apply
at the tab level, not the dashboard level.</li>
<li class="li">If you haven’t already, add the filters you want the dashboard to have.</li>
<li class="li">Set the filter values as desired. The values you select will be used in the
filtered view.</li>
<li class="li">Click the <strong class="ph b">Filtered views</strong> icon (<img class="image" id="topic_bbk_hvj_fcc__image_awq_fxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_views_icon.png">) in the right sidebar. </li>
<li class="li">In the <strong class="ph b">Filtered views</strong> panel, click the plus sign (+).<p class="p"><img class="image" id="topic_bbk_hvj_fcc__image_ltb_2xj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_creating_filtered_view.png" width="400"></p>
</li>
<li class="li">In the <strong class="ph b">Name</strong> field, enter a short, descriptive name for the filtered
view. </li>
<li class="li">(Optional) Select <strong class="ph b">Set as default</strong> if you want this filtered view to
appear by default when a viewer opens the current dashboard tab. </li>
<li class="li">Click <strong class="ph b">Create filtered view</strong>.<p class="p"><img class="image" id="topic_bbk_hvj_fcc__image_m2t_1xj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_create_filtered_view_panel.png" width="400"></p>
</li>
</ol>
<div class="note tip" id="topic_bbk_hvj_fcc__note_kjw_tvj_fcc">
<span class="tiptitle">Tip:</span> If no filtered view is created, check that
you selected at least one value in each filter on the dashboard. If the filters
have no values selected, a filtered view can’t be created.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_mkx_hvj_fcc">
<h2 class="title topictitle2" id="ariaid-title3">Editing a filtered view</h2>
<div class="body">
<p class="p">For an existing filtered view, you can update its name and whether it’s set as the
default filtered view for a dashboard tab. To change the filter values saved within
a filtered view (in other words, the data that the dashboard displays), you must
<a class="xref" href="#topic_bbk_hvj_fcc">create a new filtered view</a>
instead. </p>
<p class="p"><strong class="ph b">To update a filtered view’s name or default status</strong></p>
<div class="p">
<ol class="ol" id="topic_mkx_hvj_fcc__ol_oln_bwj_fcc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408830235930#h_01FG7ATFZCG6JCDRNNJVA6FATP" target="_blank">Open an existing dashboard</a>. </li>
<li class="li">Select the tab you want to edit a filtered view for. </li>
<li class="li">Click the <strong class="ph b">Filtered views</strong> icon (<img class="image" id="topic_mkx_hvj_fcc__image_rcx_gxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_views_icon.png">) in the right sidebar. </li>
<li class="li">Hover over the filtered view you want to update, click the options menu
(<img class="image" id="topic_mkx_hvj_fcc__image_a2q_jxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/macros_edit_menu_icon_vertical.png" width="5">), and select <strong class="ph b">Edit</strong>.<p class="p"><img class="image" id="topic_mkx_hvj_fcc__image_uh2_ywj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_view_options_menu.png" width="400"></p>
</li>
<li class="li">To change the name, update the <strong class="ph b">Name</strong> field. </li>
<li class="li">To configure whether this filtered view appears by default when a viewer
opens the current dashboard tab, select or clear <strong class="ph b">Set as default</strong>.
<div class="note tip" id="topic_mkx_hvj_fcc__note_cxm_2wj_fcc">
<span class="tiptitle">Tip:</span> You can also set a filtered view
as default by clicking the options menu in the <strong class="ph b">Filtered views</strong>
pane and selecting <strong class="ph b">Set as default</strong>. </div>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested1" id="topic_jyr_3vj_fcc">
<h2 class="title topictitle2" id="ariaid-title4">Deleting a filtered view</h2>
<div class="body">
<p class="p">If you no longer need a filtered view, you can delete it. Deleting unneeded filtered
views prevents the dropdown list at the top of the dashboard from becoming
cluttered. </p>
<p class="p">You can’t delete a filtered view that’s currently set as the default. </p>
<p class="p"><strong class="ph b">To delete a filtered view</strong></p>
<div class="p">
<ol class="ol" id="topic_jyr_3vj_fcc__ol_i2r_hwj_fcc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408830235930#h_01FG7ATFZCG6JCDRNNJVA6FATP" target="_blank">Open an existing dashboard</a>. </li>
<li class="li">Select the tab you want to delete a filtered view for. </li>
<li class="li">Click the <strong class="ph b">Filtered views</strong> icon (<img class="image" id="topic_jyr_3vj_fcc__image_kyb_hxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_views_icon.png">) in the right sidebar. </li>
<li class="li">Hover over the filtered view you want to delete, click the options menu
(<img class="image" id="topic_jyr_3vj_fcc__image_bn3_lxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/macros_edit_menu_icon_vertical.png" width="5">), and select <strong class="ph b">Delete</strong>. </li>
</ol>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested1" id="topic_aph_kvj_fcc">
<h2 class="title topictitle2" id="ariaid-title5">Applying a filtered view to a dashboard tab</h2>
<div class="body">
<p class="p">When viewing a dashboard tab, you can apply different filtered views to quickly
switch back and forth between saved filter states. This lets you quickly compare
information on the same dashboard tab without having to manually reset your filters
each time. </p>
<p class="p"><strong class="ph b">To apply a filtered view to a dashboard tab</strong></p>
<div class="p">
<ol class="ol" id="topic_aph_kvj_fcc__ol_ong_kwj_fcc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408830235930#h_01FG7ATFZCG6JCDRNNJVA6FATP" target="_blank">Open an existing dashboard</a>.</li>
<li class="li">Click the filtered view drop-down (<img class="image" id="topic_aph_kvj_fcc__image_q5f_hxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_views_icon.png">) at the top of the dashboard and select the
filtered view you want to see. <p class="p"><img class="image" id="topic_aph_kvj_fcc__image_ltb_nxj_fcc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/explore_filtered_view_dropdown_example.png" width="600"></p>
The dashboard tab updates to
show you the data filtered according to the filtered view you chose.</li>
</ol>
</div>
</div>
</div>
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