Adding interactive dashboard components

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<p id="docs-hc-snippet" style="display: none;">You can add interactive components to a dashboard so your viewers can interact with and customize their results. Only editors can add interactive components, but anyone with permission to view a dashboard can use them.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can add interactive dashboard components so viewers can filter results by date, attribute values, ranges, or exclude values, then adjust reports with a change attribute option. You can also stop dashboard filters from overriding individual report filters. These tools help you build more flexible dashboards and let viewers explore data their own way.</p>
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<div class="p">
<div class="note important">
<span class="importanttitle">Important:</span> Following the recent acquisition of HyperArc, we are now working on
agentic analytics, the next generation of Zendesk analytics. This will include
state-of-the-art AI-assisted reports and dashboards. <p class="p">For this reason, you no longer need
to migrate your existing Explore dashboards to the new dashboard builder. If you’ve
already migrated, don’t worry. The new dashboard builder will remain live for the
foreseeable future, and you can continue to use it. </p>
<p class="p">Agentic analytics will be
available later in 2026. <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/10468673224474" target="_blank">Read more about agentic analytics</a>.</p>
</div>
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<p class="p">You can add interactive components to a dashboard so your viewers can interact with and
customize their results. Only editors can add interactive components, but anyone with
permission to view a dashboard can use them.</p>
<p class="p">For help using interactive components, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408834682778-Interacting-with-dashboards" target="_blank">Interacting with dashboards</a>. </p>
<div class="p">This article contains the following sections:<ul class="ul" id="topic_yb5_lfg_2v__ul_l11_sqg_2v">
<li class="li"><a class="xref" href="#topic_efy_2rg_2v">Filtering results</a></li>
<li class="li"><a class="xref" href="#topic_jrd_fcg_m3c">Using a filter to exclude values</a></li>
<li class="li"><a class="xref" href="#topic_y1x_2rg_2v">Selecting new attributes</a></li>
<li class="li"><a class="xref" href="#topic_vhc_sx2_nzb">Excluding reports from dashboard filters</a></li>
</ul>
</div>
<p class="p">Related articles:</p>
<ul class="ul" id="topic_yb5_lfg_2v__ul_czg_zcf_nzb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846768026" target="_blank">Best practices for using Explore dashboard filters</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_efy_2rg_2v">
<h2 class="title topictitle2" id="ariaid-title2">Filtering results</h2>
<div class="body">
<p class="p">Viewers can use interactive filter components to restrict results to specific attribute
values, date and number ranges, or the highest and lowest results. You can also prevent
filters from applying to individual reports.</p>
<p class="p">This section contains the following topics:</p>
<ul class="ul" id="topic_efy_2rg_2v__ul_y5j_3df_nzb">
<li class="li"><a class="xref" href="#topic_t3t_4z2_nzb">Filtering dashboards by time or attributes</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested2" id="topic_t3t_4z2_nzb">
<h3 class="title topictitle3" id="ariaid-title3">Filtering dashboards by time or attributes</h3>
<div class="body">
<div class="p">The following are the available types of filters:<ul class="ul" id="topic_t3t_4z2_nzb__ul_a1l_qrg_2v">
<li class="li"><a class="xref" href="#topic_qht_srg_2v">Time filter</a></li>
<li class="li"><a class="xref" href="#topic_jj5_srg_2v">Data filter</a></li>
</ul>
</div>
<div class="p">
<div class="note note" id="topic_t3t_4z2_nzb__note_pzr_vbl_zwb">
<span class="notetitle">Note:</span> Dashboard-level filters overwrite any filters configured in
individual reports. If necessary, you can <a class="xref" href="#topic_vhc_sx2_nzb">exclude a report from dashboard filters</a> so its filters aren't
overwritten.</div>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested3" id="topic_qht_srg_2v">
<h4 class="title topictitle4" id="ariaid-title4">Adding a time filter component</h4>
<div class="body">
<p class="p">A <em class="ph i">time filter</em> enables users to edit the displayed period for a dashboard.</p>
<div class="p">
<strong class="ph b">To add a time filter</strong><ol class="ol" id="topic_qht_srg_2v__ol_npb_dtg_2v">
<li class="li">In the <strong class="ph b">Dashboard</strong> menu, click <strong class="ph b">+</strong> &gt; <strong class="ph b">Time filter</strong>.<p class="p"><img class="image" id="topic_qht_srg_2v__image_z1d_tbm_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_1.png" width="300"></p>
</li>
<li class="li">In the <strong class="ph b">Time filters</strong> panel, select a date attribute to use in the filter. </li>
</ol>
</div>
<p class="p">The time filter component is added and will resemble the image below. </p>
<p class="p"><img class="image" id="topic_qht_srg_2v__image_c5q_jcm_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_2.png" width="250"></p>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested3" id="topic_tj2_gcm_w2c">
<h4 class="title topictitle4" id="ariaid-title5">Using the time filter</h4>
<div class="body">
<p class="p">Now that you've added a time filter, dashboard viewers can use it to configure the
period displayed on the dashboard reports.</p>
<p class="p"><strong class="ph b">To change the displayed period</strong></p>
<ol class="ol">
<li class="li">In your dashboard, click your time filter.</li>
<li class="li">From the dropdown list, select the period for which you want to display
results, for example, <strong class="ph b">Last 12 months</strong>.<p class="p"><img class="image" id="topic_tj2_gcm_w2c__image_o2k_s2m_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_3.png" width="250"></p>
</li>
</ol>
<p class="p">Your dashboard reports refresh to display only data for the period you
selected.</p>
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> Time filters default to the Last 30 days setting and will revert to this setting each time the
dashboard is reloaded.</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested3" id="topic_jj5_srg_2v">
<h4 class="title topictitle4" id="ariaid-title6">Adding a data (attribute) filter</h4>
<div class="body">
<p class="p">A <em class="ph i">data filter</em> enables viewers to filter results by an attribute's values.
Viewers can divide data by an additional attribute without the results appearing on each
report. </p>
<p class="p"><strong class="ph b">To add a data filter</strong></p>
<div class="p">
<ol class="ol" id="topic_jj5_srg_2v__ol_jgy_csg_2v">
<li class="li"> In the <strong class="ph b">Dashboard</strong> menu, click <strong class="ph b">+</strong> &gt; <strong class="ph b">Data filter</strong>.</li>
<li class="li">On the <strong class="ph b">Choose data filter dataset</strong> panel, select the attribute by which you
want to filter.<p class="p"><img class="image" id="topic_jj5_srg_2v__image_pzx_sfm_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_4.png" width="350"></p>
<p class="p">You can either browse the available
attributes in the list or refer to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408839218842-Metric-and-attribute-reference" target="_blank">Understanding Explore datasets</a> for a
complete list of available values for your dataset.</p>
<div class="p">
<div class="note tip" id="topic_jj5_srg_2v__note_ijh_4dz_3wb">
<span class="tiptitle">Tip:</span> If you choose a date attribute, think about
how you want your viewers to be able to filter the dashboard. For example, a
common filter might be the date the ticket was created, so you'd choose the
<strong class="ph b">Ticket created - Date</strong> attribute. The attribute you select must be part
of the dataset used to generate the report you’ve added to the dashboard.</div>
</div>
</li>
</ol>
</div>
<p class="p">Your new filter is displayed. In this example, you've added a data filter to only show
results for tickets that contain one or more selected tags.</p>
<p class="p"><img class="image" id="topic_jj5_srg_2v__image_nkn_jgm_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_5.png" width="250"></p>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested1" id="topic_jrd_fcg_m3c">
<h2 class="title topictitle2" id="ariaid-title7">Using a filter to exclude values</h2>
<div class="body">
<p class="p">In addition to using filters to specify values you want to include in a report, you can
also use a filter to specify values you want to exclude.</p>
<p class="p"><strong class="ph b">To exclude values using a filter</strong></p>
<ol class="ol" id="topic_jrd_fcg_m3c__ol_gfb_qjg_m3c">
<li class="li">In a dashboard, click the filter you want to configure to exclude certain values.</li>
<li class="li">In the filter properties, click <strong class="ph b">Select all</strong>.</li>
<li class="li">Click the values you want to exclude from the report. A count at the bottom of the
filter displays the number of excluded values.</li>
<li class="li">When you are finished, click <strong class="ph b">Apply</strong>. The dashboard updates to reflect your filter
settings.</li>
</ol>
<p class="p">In this example, the filter is configured to exclude only NULL values from the report.</p>
<p class="p"><img class="image" id="topic_jrd_fcg_m3c__image_pp5_qkg_m3c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/exc-filter.png" width="250"></p>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested1" id="topic_y1x_2rg_2v">
<h2 class="title topictitle2" id="ariaid-title8">Selecting new attributes</h2>
<div class="body">
<p class="p">When you select these interactive widgets, your viewers can edit the initial attributes to
view other possible outcomes. </p>
<p class="p">The following interactive widgets that enable your viewers to edit existing metrics or
attributes:</p>
<div class="p">
<ul class="ul" id="topic_y1x_2rg_2v__ul_v24_3vg_2v">
<li class="li"><a class="xref" href="#topic_rcq_jvg_2v">Change attribute</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_rcq_jvg_2v">
<h3 class="title topictitle3" id="ariaid-title9">Selecting a different attribute</h3>
<div class="body">
<p class="p">The change attribute interactive component lets viewers select a new attribute for a
report from a list you configure.</p>
<div class="p">
<strong class="ph b">To add a change attribute interactive component</strong><ol class="ol" id="topic_rcq_jvg_2v__ol_r3v_nwg_2v">
<li class="li">In the <strong class="ph b">Dashboard</strong> menu, click <strong class="ph b">+</strong> &gt; <strong class="ph b">Change attribute</strong>.</li>
<li class="li">In the <strong class="ph b">Add change attribute</strong> panel, select the dataset containing the
attribute you want to become a change attribute.</li>
<li class="li">Select the attribute that will become a change attribute. </li>
<li class="li">After you select an attribute, you can edit the display format and restrict the list
of available attributes. <p class="p"><img class="image" id="topic_rcq_jvg_2v__image_hrj_rf5_bgc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/display_as.png" width="350"></p>
</li>
<li class="li">When you are finished, click <strong class="ph b">Add</strong>. <p class="p">Your change attribute component is
displayed and will resemble the image below. </p>
<p class="p"><img class="image" id="topic_rcq_jvg_2v__image_ecr_j3m_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_7.png" width="450"></p>
</li>
</ol>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested1" id="topic_vhc_sx2_nzb">
<h2 class="title topictitle2" id="ariaid-title10">Excluding reports from dashboard filters</h2>
<div class="body">
<p class="p">You can prevent dashboard filters from applying to individual reports within the dashboard.
This is helpful if you don't want dashboard-level filters to overwrite the filters
configured in the report itself.</p>
<p class="p"><strong class="ph b">To turn off dashboard filters for a report</strong>
</p>
<ol class="ol" id="topic_vhc_sx2_nzb__ol_uw3_2y2_nzb">
<li class="li">Select a report in the dashboard. The filter options menu displays.</li>
<li class="li">From the Exclude from filters dropdown list, select the filters you want to exclude from
your report. <p class="p"><img class="image" id="topic_vhc_sx2_nzb__image_zqd_vgm_w2c" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/dash_filter_6.png" width="450"></p>
</li>
</ol>
<p class="p">Your dashboard updates with the new filter configuration.</p>
</div>
</div>
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