Skip to Main Content
Preset Feature Feedback
ADD A NEW IDEA

All ideas

Showing 33

Data Security - Defining User Groups for Charts / Data Access Roles

Allow admins to set up user groups that correspond to permissions across Data Access Roles Role Level Security Workspaces Teams Dashboard access (in the future) Owners for Charts, Dashboards, Datasets
Sophie You almost 3 years ago in New feature 0 In Discussion

Custom Workspace Roles

What is the problem or goal the end user is trying to solve or accomplish? Users would like to be able to further control permissions granted to users. How are they solving it currently? Users have to adapt their flows to the default Workspace Rol...
Vítor Ávila about 1 year ago in New feature 0 In Discussion

Customize Pivot Table or Time-series Table Format for Each Column

What is the problem or goal the end user is trying to solve or accomplish? Be able to change the format to dollar vs regular number separately within a pivot table or time-series table How are they solving it currently? No formatting is applied, b...
Sunny Xu almost 3 years ago in Enhancement 0 In Discussion

Custom Time Grain settings

What is the problem or goal the end user is trying to solve or accomplish? User is trying to compare bi-weekly data points. At some point, customization for Fiscal Year may come into the picture How are they solving it currently? Not able to do th...
Customer Engagement about 2 years ago in  1 In Discussion

Public Access

What is the problem or goal the end user is trying to solve or accomplish? Customers would like to be able to share a Dashboard with users that don't have access on Preset. How are they solving it currently? This can't be achieved on Preset Cloud....
Vítor Ávila over 2 years ago in New feature 2 In Discussion

Dynamic Cross Filtering

Dynamic cross filter enables to you to change the data being shown in one chart by zooming, scrolling, dragging the data displayed on another chart. As an example, as you drag a box over a scatter plot, the table chart next to it shoes a detailed ...
Sunny Xu over 1 year ago in New feature 1 In Discussion

Improve the process of embedding images on dashboards

What is the problem or goal the end user is trying to solve or accomplish? The discovery and usability of embedding images on dashboards are very difficult. Users don't know how to go about customizing the dashboard to their preferences, and it re...
Sayya Dushanbieva over 2 years ago in Enhancement 0 In Discussion

Configure date and number format for CSV/Excel download

What is the problem or goal the end user is trying to solve or accomplish? Currently, when a chart is exported as either CSV or Excel, raw data is displayed - number and date formatting applied in the chart isn't preserved. Also, a dot . is automa...
Vítor Ávila over 2 years ago in New feature 0 In Discussion

Implement RLS on the SQL Editor

What is the problem or goal the end user is trying to solve or accomplish? Admins want to limit visibility for Limited Contributors to data on the SQL Lab. How are they solving it currently? They can manage which DBs/Schemas Limited Contributors c...
Vítor Ávila over 2 years ago in New feature 0 In Discussion

Support multiple catalogs for Databricks connections

What is the problem or goal the end user is trying to solve or accomplish? Users with access to Unity Catalog are able to have multiple catalogs on Databricks. Switching catalogs on Preset currently is not very intuitive. How are they solving it c...
Vítor Ávila almost 2 years ago in New feature 0 In Discussion