Being signed in to your Zendesk Support account, select Power BI Connector by Alpha Serve.
Select Create a Data Source.
In the Name field, enter the data source name.
In the Description field, enter any information that might be useful.
[Otional] Select Share settings.
In the Select users field, enter the username you want to share the data source with.
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Once you start typing, the drop-down list with usernames suggestions will appear. Select the user from the list. |
In the Select groups field, select the group you need.
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Once you select the Group field, the drop-down list with available groups will appear. Select group from the list. |
Select Submit.
Select all filters and fields you want to be in your data source, and then select Save.
You can select different filters:
All (by default) - select it if you want to export all existing tickets.
Select by query - select it if you want to use a search query to create your own request and filter data. Select the Filter button, it allows you to modify the search query, using a set of pre-defined filters.
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The detailed description of all fields, filters, and buttons, please read in this article. |
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You may also refer to our video guide to see how to create data source ➡️ |