TeamDynamix: TDX Ticket Dashboards in Tableau

Summary

This guide helps TDX agents, group managers, and department managers navigate the Live Ticket Dashboard to view ticket data, see key metrics, and apply filters.

Body

This guide helps TDX agents, group managers, and department managers navigate the Live Ticket, Service Desk, and Comment Dashboards to view ticket data, see key metrics, and apply filters.
 

 

In This Article:

 

TDX Live Ticket Dashboard

This dashboard provides a comprehensive overview of ticket data, including metrics like average business days to close, total ticket count, and ticket volume breakdowns by group, division, service category, and more. This guide will walk you through how to use the dashboard, regardless of your level of experience using Tableau. 

 

Accessing the Dashboard

The dashboard is built in Tableau, and access is limited to those with a TDX agent licence. You do not need any prior experience or a license—simply follow the steps below for access.

  1. Go to the TDX Live Ticket Dashboard.
  2. Sign in with your Onyen credentials at the SSO prompt. 
  3. If prompted, approve the Duo authentication.

 

Using the Dashboard

After you have accessed the dashboard, you can use it as follow:

 

Filters

You can use filters to narrow down or refine the results.  The following filters are available on the dashboard.

Filter Definition 
Ticket Created Date Range Date the ticket was created in TDX
Initial Responsibility Group Group initially assigned the ticket
Responsibility Group Group that resolved the ticket (or where the ticket is currently assigned)
Division Division of the requestor who submitted the ticket
Department Department of the requestor who submitted the ticket

Apply Filters:

  1. Click a filter dropdown (for example, Division).
  2. Select or clear the desired options from the dropdown.
  1. At the bottom of the dropdown window, select Apply to update the dashboard.

Reset Filters:

  • Reset filters using the reset icon (funnel) on the filter name or the Tableau Undo button.

 

Metrics

Metrics provide quick insights into performance. The following metrics are displayed on the dashboard. 

Metric Definition
Avg. Business Days from Open to Closed Average number of business days (excluding weekends and holidays) to resolve tickets.
Total Ticket Count Number of TDX tickets entered since July 1, 2024.
Daily Ticket Average Average number of TDX tickets received per day since July 1, 2024.

 

Pie Charts

The pie charts show proportional breakdowns of tickets. The following pie charts are displayed on the dashboard.

Pie Chart Definition 
Group Reassignment Count Number of times tickets were reassigned.
Source How tickets were submitted (phone, chat, etc.).
Status Current ticket status (open, resolved, cancelled, etc.).
Requestor Affiliation Affiliation of the requestor (student, staff, etc.).

How to use:

  • Select a pie chart segment to filter the rest of the dashboard.
  • Hover over a segment to view the value.

 

Bar and Line Graphs

Bar and line graphs show ticket volume and distribution. The following graphs are on the dashboard.

Graph Definition
Ticket Created Date Range Shows the number of tickets created over time.
Initial Responsibility Group Displays ticket volume by the group first assigned to handle the ticket.
Responsibility Group Displays ticket volume by the group that resolved the ticket (or where the ticket is currently assigned)
Division Breaks down ticket volume by the requestor’s division.
Department Breaks down ticket volume by the requestor’s department.
Service Category Groups tickets by broad service categories (for example, Accounts & Access, Data & Reporting).
Service Provides a more detailed breakdown by specific services (for example, Microsoft 365 Services, Onyen Services).

How to use:

  • Select a bar or line segment to filter the rest of the dashboard.

 

TDX Groups Dashboard

The TDX Groups Dashboard provides a high‑level view of service desk activity, workload trends, and operational performance over a selected time period. This report is intended for service owners, managers, and leadership who need a quick, visual snapshot of ticket demand, resolution behavior, and requestor characteristics without needing to review individual tickets.

The dashboard aggregates ticket data across all supported services and can be filtered by date range, assignment group, ticket classification, and requestor affiliation to support both broad trend analysis and targeted reviews.

 

Accessing the Dashboard

The dashboard is built in Tableau, and access is limited to those with a TDX agent licence. You do not need any prior experience or a license—simply follow the steps below for access.

  1. Go to the TDX Groups Dashboard.
  2. Sign in with your Onyen credentials at the SSO prompt. 
  3. If prompted, approve the Duo authentication.

 

Using the Dashboard

After you have accessed the dashboard, you can use it as follow:

 

Filters

You can use filters to narrow down or refine the results.  The following filters are available on the dashboard.

Filter Definition 
Ticket Created Date Range Date the ticket was created in TDX
Ticket Closed Date Range Date the ticket was closed in TDX
Initial Responsibility Group Group that the ticket was initially assigned to.
Responsibility Group Group that resolved the ticket.
Ticket Classification Type of ticket (e.g Service Request, Incident, etc.)
Ticket Moved to In Process If the ticket status was changed to "In Process" or not.
Request Affiliation The affiliation of the individual (requestor) who submitted the ticket (i.e. student, staff, etc.)
Responsible User Name of the person responsible for the ticket.

Apply Filters:

  1. Click a filter dropdown (for example, Division).
  2. Select or clear the desired options from the dropdown.
  1. At the bottom of the dropdown window, select Apply to update the dashboard.

Reset Filters:

  • Reset filters using the reset icon (funnel) on the filter name or the Tableau Undo button.

 

Metrics

Metrics provide quick insights into performance. The following metrics are displayed on the dashboard. 

Metric Definition
Total Ticket Count Number of TDX tickets entered since July 1, 2024.
Ticket Created to Initial Response (H:M:S) Time interval between the date a ticket was created to when the ticket status was changed by the responsible user.
Ticket Created to Initial Resolve (H:M:S) Time interval between the date a ticket was created to when the ticket was resolved.
Escalation Percentage Percentage of tickets which changed responsibility groups during the lifetime of the ticket
First Contact Resolution Percentage of tickets that were initially responsible and resolved by the same responsibility group
Original responder Resolved Percentage of tickets that were initially responsible and resolved by the same individual
Requestor Affiliation The affiliation of the individual (requestor) who submitted the ticket (i.e. student, staff, etc.)

 

Graphs and Charts

Bar and line graphs show ticket volume and distribution. The following graphs are on the dashboard.

Graph Definition
Total Volume Shows ticket creation trends across the selected date range by individual days
Daily Volume Shows ticket creation trends across the selected range by day of the week.
Hourly Volume Shows ticket creation trends across the selected range by hour of the day.
Source The method of how the ticket was submitted (i.e. Phone, Chat, etc.).
Ticket Title The title of the ticket submitted by the user.
Responsible User Name of the person responsible for the ticket.

How to use:

  • Select a bar, pie, or line segment to filter the rest of the dashboard by that selection.

 

 

TDX Comment Search Dashboard

The Ticket Feed and Ticket Feed Comments Search dashboard provides a searchable, chronological view of activity recorded on tickets. This includes system‑generated updates, workflow changes, responsibility changes, and user‑entered comments.

This dashboard is most often used to:

  • Audit ticket history without opening individual tickets
  • Investigate when and how specific changes occurred
  • Search for keywords related to incidents, outages, or known issues
  • Review communication patterns within ticket lifecycles
  • Support quality assurance, training, and process review efforts

 

Accessing the Dashboard

The dashboard is built in Tableau, and access is limited to those with a TDX agent licence. You do not need any prior experience or a license—simply follow the steps below for access.

  1. Go to the TDX Comment Search Dashboard.
  2. Sign in with your Onyen credentials at the SSO prompt. 
  3. If prompted, approve the Duo authentication.

 

Using the Dashboard

After you have accessed the dashboard, you can use it as follow:

 

Filters and Search Controls

You can use filters to narrow down or refine the results.  The following filters are available on the top section of the dashboard.

Filter Definition 
Ticket Created Date Range Date the ticket was created in TDX
Ticket Closed Date Range Date the ticket was closed in TDX
Initial Responsibility Group Group that the ticket was initially assigned to.
Responsibility Group Group that resolved the ticket.
Responsible User User who is responsible for the ticket.
Division Division of the requestor who submitted the ticket
Department Department of the requestor who submitted the ticket

Apply Filters:

  1. Click a filter dropdown (for example, Division).
  2. Select or clear the desired options from the dropdown.
  1. At the bottom of the dropdown window, select Apply to update the dashboard.

Reset Filters:

  • Reset filters using the reset icon (funnel) on the filter name or the Tableau Undo button.

 

Keyword Search

Below the filters are two keyword search areas that allow free‑text searching across ticket history.

Ticket Feed Search (Original Item)

This search field scans keywords within:

  • Original ticket feed items
  • Status changes
  • Responsibility changes
  • Parent comments
  • The user who created the original feed item

This search is useful for locating tickets where a specific action, status transition, or update occurred.

 

Ticket Feed Comments Search

This search field scans keywords within:

  • Comments added to ticket feed items
  • The user who created the comment

This allows targeted review of conversational content without including system‑generated updates.

 

Need Help?

For additional help, submit a ticket to the TDX Admin Team.

Details

Details

Article ID: 484
Created
Wed 9/24/25 3:57 PM
Modified
Mon 5/4/26 2:30 PM
Article Agent
The TDX agent acting as the primary point of contact for the article and is responsible for ensuring the content's accuracy on behalf of the group.