The Zendesk content pack offers a Power BI dashboard and a set of Power BI reports that provide insights about your ticket volumes and agent performance. You can use the dashboard and reports provided, or customize them to highlight the information you care most about. The data will be refreshed automatically once a day.
Note: A Zendesk Admin account is required to connect. More details on requirements below.
Select Get Data at the bottom of the left navigation pane.
In the Services box, select Get.
Select Zendesk > Get.
Provide the URL associated with your account. This will be in the form https://company.zendesk.com, see details on finding these parameters below.
When prompted, enter your Zendesk credentials. Select oAuth 2 as the Authentication Mechanism and click Sign In. Follow the Zendesk authentication flow. (If you are already signed in to Zendesk in your browser, you may not be prompted for credentials.)
Note: This content pack requires you connect with a Zendesk Admin account.
Click Allow to allow Power BI to access your Zendesk data.
Click Connect to begin the import process. After Power BI imports the data, you see a new dashboard, report, and dataset in the left navigation pane. New items are marked with a yellow asterisk *.
Try asking a question in the Q&A box at the top of the dashboard
Change the tiles in the dashboard.
Select a tile to open the underlying report.
While your dataset will be schedule to refreshed daily, you can change the refresh schedule or try refreshing it on demand using Refresh Now
The Power BI content pack includes data on the following:
- Users (end users and agents)
There's also a set of measures that have been calculated, such as Average Wait Time and Tickets Solved in the Last 7 days. A full list is included in the content pack.
A Zendesk Administrator account is required to access the Zendesk content pack. If you're an agent or an end user and are interested in viewing your Zendesk data, please add a suggestion and review the Zendesk connector in the Power BI Desktop.
Your Zendesk URL will be the same as the URL you use to sign into your Zendesk account. If you're not sure of your Zendesk URL, you can use the Zendesk login help.
If you are having issues connecting, please check your Zendesk URL and confirm you're using an Zendesk administrator account.