使用 Power BI 連接到 ZendeskConnect to Zendesk with Power BI

Zendesk 內容套件包含 Power BI 儀表板和一組 Power BI 報表,提供您有關於票證數量及代理程式效能的深入分析資料。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. 您可以使用提供的儀表板和報表,或是加以自訂,以反白顯示您特別有興趣的資訊。You can use the dashboard and reports provided, or customize them to highlight the information you care most about. 資料會自動每天重新整理一次。The data will be refreshed automatically once a day.

連接到 Zendesk 內容套件或深入了解 Power BI 與 Zendesk 的整合Connect to the Zendesk content pack or read more about the Zendesk integration with Power BI.

注意

需要有 Zendesk 管理帳戶才能連接。A Zendesk Admin account is required to connect. 下方有需求的詳細資訊。More details on requirements below.

如何連接How to connect

  1. 選取左側瀏覽窗格底部的 [取得資料] 。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 選取 [Zendesk] > [連接] 。Select Zendesk > Get.

  4. 提供與您帳戶相關聯的 URL。Provide the URL associated with your account. 其格式為 https://company.zendesk.com,請參閱以下關於尋找這些參數的詳細資訊。This will be in the form https://company.zendesk.com, see details on finding these parameters below.

  5. 出現提示時,請輸入您的 Zendesk 認證。When prompted, enter your Zendesk credentials. 選取 [oAuth 2] 做為驗證機制,然後按一下 [登入] 。Select oAuth 2 as the Authentication Mechanism and click Sign In. 請遵循 Zendesk 驗證流程。Follow the Zendesk authentication flow. (如果您已經在瀏覽器中登入 Zendesk,可能就不會出現輸入認證的提示。)(If you are already signed in to Zendesk in your browser, you may not be prompted for credentials.)

    注意

    此內容套件需要您連接到 Zendesk 系統管理員帳戶。This content pack requires you connect with a Zendesk Admin account.

  6. 按一下 [允許] 以允許 Power BI 存取您的 Zendesk 資料。Click Allow to allow Power BI to access your Zendesk data.

  7. 按一下 [連接] 開始匯入程序。Click Connect to begin the import process. Power BI 匯入資料之後,您會在左側瀏覽窗格中看到新的儀表板、報表和資料集。After Power BI imports the data, you see a new dashboard, report, and dataset in the left navigation pane. 新的項目會以黃色星號標示*。New items are marked with a yellow asterisk *.

接下來呢?What now?

包含的內容What's included

Power BI 內容套件包含下列資料:The Power BI content pack includes data on the following:

  • 使用者 (使用者和代理程式)Users (end users and agents)
  • 組織Organizations
  • 群組Groups
  • 票證Tickets

也會包含一組已計算的量值,例如平均等候時間及過去 7 天解決的票證數目。There's also a set of measures that have been calculated, such as Average Wait Time and Tickets Solved in the Last 7 days. 完整的清單包含在內容套件中。A full list is included in the content pack.

系統需求System requirements

需要有 Zendesk 系統管理員帳戶才能存取 Zendesk 內容套件。A Zendesk Administrator account is required to access the Zendesk content pack. 如果是有興趣檢視 Zendesk 資料的代理程式或使用者,請在 Power BI Desktop 中新增建議並檢閱 Zendesk 連接器。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.

尋找參數Finding parameters

Zendesk URL 與您用來登入 Zendesk 帳戶的 URL 相同。Your Zendesk URL will be the same as the URL you use to sign into your Zendesk account. 如果不確定 Zendesk URL,可以使用 Zendesk 登入說明If you're not sure of your Zendesk URL, you can use the Zendesk login help.

疑難排解Troubleshooting

如果您在連接時發生問題,請檢查 Zendesk URL,並確認使用的是 Zendesk 系統管理員帳戶。If you are having issues connecting, please check your Zendesk URL and confirm you're using an Zendesk administrator account.

後續步驟Next steps