Data Source Page Overview

Owned by Liliia Ostrovska
Last updated: Feb 21, 2024
5 min read

Below you can find a description of the fields, buttons, and settings of the data source creation page.

 

Data Source Creating/Editing Page

 

Title Settings

 

  • Name* - This field allows you to enter the name of your data source. The field is required.

  • Description - This field allows you to enter a description for your data source. These might be some hints you might need in the future. This field is optional.

Title settings.gif

 

Share Settings

 

  • Share settings - This option allows you to share the data source with users or/and groups who have permission to use the application.

  • Select users - This setting allows you to share your data source with individual users.

  • Select groups - This setting allows you to share your data source with groups you have within your instance.

  • Submit - This button applies all settings/changes.

  • Cancel - This button revokes applying settings/changes.

Other users who have access to Tableau Connector for Zendesk app might not get all data from this data source due to different Zendesk permissions.

Share settings.gif

 

Filter Tickets Settings

 

  • All - This filter returns all data and it’s selected by default. Keep this option if you want to export all existing tickets.

 

  • Selected by query - This filter allows you to search for statuses, types, etc. in Zendesk Support and Zendesk Sell and pinpoint exactly what you’re looking for.

Zendesk provides us with a set of keywords and common search operators to narrow search results. More details on the syntax can be found here.

 

Filter - This option allows you to modify the search query, using a set of pre-defined filters.

  • Status - This filter exclusively returns tickets that are in any of the selected statuses (For example: Closed, New, Pending, etc.)

  • Type - This filter exclusively returns tickets that are of the selected types (For example: Incident, Problem, Task, etc.)

  • Tag - This filter exclusively returns tickets that have the specified tags (For example: about_sales, about_billing, about_feedback, etc.). Start typing the tag name to enable autocompletion.

  • Assignee - This filter exclusively returns tickets assigned to the specified user(s). Start typing the user name or email to enable autocompletion.

  • Updated date - This filter exclusively returns tickets based on specific date ranges.

  • Show search tips - Zendesk guide on how to search query syntax.

 

Select Fields Section

 

Search Field

 

  • Search field - This search box simplifies the search for the required field you want to be displayed in the report.

The search request will be applied to both the Zendesk Support and Zendesk SELL tabs.

(1) Entity - This field represents one of the entities available for export. Marking the checkbox will select/deselect all fields in the subsection.

(2) Field - This is a specific field, available for export. Mark the checkbox to include/exclude it from the export.

 

 

Zendesk Support

Zendesk Support

  • Tickets 

  • Tickets Via

  • TicketMetrics

  • TicketAudits

  • TicketsAudits Via

  • TicketAuditEvents

  • TicketAuditEvents Via

  • Comments

  • Comments Via

  • SideConversaions

  • SideConversaionsParticipants

  • SatisfactionRating

  • SharingAgreement

  • Users

  • Groups

  • TicketForms

  • Organizations

  • SharingAgreements

 

Zendesk SELL

Zendesk SELL

  • Contacts (Tags)

  • Deals (Tags)

  • DealSources NEW

  • Calls

  • Leads (Tags)

  • LeadSources NEW

  • LineItems

  • Orders

  • Products

  • SellUsers

  • Stages NEW

  • Tasks

  • Visit NEW

  • VisitsOutcomes NEW

 

View Options

 

  • View options - This setting allows you to adjust the appearance of the fields. You can select what option to display: Show IDs or Show Types. The Show Names option is a default. All options can be selected at once.

    • Show IDs - This is how your fields will appear in Tableau.

 

Save and Preview Section

 

After creating and editing your data source, you can select one of the following options what to do with it.

  • Save - This option creates your new data source or updates if you edit an existing data source.

  • Preview ERD - This option allows you to view the Entity Relationship Diagram for your connector support data source, which is generated based on the checkboxes you have selected before.

  • Close - This option allows you to escape the data source creation page if you no longer want to do it.

 

 

Additional Features

 

All these settings are applied to already existing data sources.

 

  • Copy link - This button copies the data source URL to the clipboard to use for data export.

 

  • Preview ERD - This is another way to view the Entity Relationship Diagram of your data source.

 

The Actions panel introduces you to different actions:

  • Edit - This button allows you to make changes to the data source.

  • Delete - This button allows you to remove the data source.

  • Share - This button allows you to distribute the data source to users who have permission to use this app. The users can find this data source in the Shared with me tab.

  • Clone - This button allows you to make a copy of the data source. You will become an owner of the cloned data source

  • Change owner - This button allows you to transfer the ownership of the data source.