How to Create Data Source
- Liliia Ostrovska
Being signed in to your Zendesk Support account, select Tableau 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.
[Optional] Select Share settings.
In the Select users field, enter the username you want to share the data source with.
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.
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.