Data Explorer Quick Start Guide: Filter Reports on Your Dashboard
Does this scenario sound familiar?
EXAMPLE You are a supervisor over five different teams of agents. Your Data Explorer report shows you the average evaluation scores for all agents for the past twelve weeks, but you also need to see the average evaluation score for each team. You have created a separate report for each team, for a total of six reports. But wait, you also want to see each agent’s average score, so you’ve created a report for each agent. Each team has eight agents, so that’s forty more reports, for a grand total of 46. Yikes!
If you have a long list of reports in Data Explorer that are identical except for a few filter settings, you might find this guide helpful. This guide shows you how to add drop-downs to your Data Explorer reports that let you interact with the data on your dashboard and view it in different ways. For the example above, imagine creating a single report for all your teams’ evaluation scores and then viewing that report by team and by agent. Sounds nifty, right?
Besides drop-downs, you can interact with dashboard data in these ways:
- Select a time period
- Search for text
- Search for a number
Before we get started, here’s a quick vocabulary lesson:
| Term | What it means |
|---|---|
|
Filter |
A tool you use to build a report. Filters control the data that the report shows. For the example above, some of the filters used to create the report include time period and team name. |
|
Parameter |
Parameters can do many things, but for our purposes here, think of them as filters for your filters. After you use filters to build a report, you use parameters to interact with the report’s data on a dashboard. A drop-down is one way to use a parameter. |
|
Binding |
A connection that ties panels on a dashboard to behind-the-scenes settings. |
The information in this guide also applies to Data Management.