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add columns dynamically to a table based on the filter applied

What is the problem or goal the end user is trying to solve or accomplish? The user wants to add columns to a table chart based on the filter applied How are they solving it currently? There is no workaround What is the recommended solution by the...
Customer Engagement 7 months ago in New feature 0 Needs review

Add time comparison to Big Number with Trendline chart

What is the problem or goal the end user is trying to solve or accomplish? Users would like to show time comparison with the Big Number with Trendline chart. How are they solving it currently? Currently not possible -- they have to use another vis...
Vítor Ávila about 1 year ago in New feature 0 Needs review

Commenting: Usage Metrics

What is the problem or goal the end user is trying to solve or accomplish? Knowing which assets have the most comments & who are the top commenters. How are they solving it currently? N/A What is the recommended solution by the Customer? In th...
Juliann Forbes 7 months ago in New feature 0 Needs review

Commenting: Sync with CRM

What is the problem or goal the end user is trying to solve or accomplish? For teams who share data with their customers, they would like to use Preset's commenting feature to communicate with their customers, many teams manage their customer rela...
Juliann Forbes 7 months ago in New feature 0 Needs review

automatically send invoices to a specific email address as they get billed

What is the problem or goal the end user is trying to solve or accomplish? They user wants to receive the invoice as soon as it its billed How are they solving it currently? They need to access to the Preset platform to download it What is the rec...
Customer Engagement 7 months ago in New feature 0 Needs review

Change the Big Number to European Number Format

What is the problem or goal the end user is trying to solve or accomplish? Use Decimal Comma as Decimal Separator and the Point as Thousands separator How are they solving it currently? There is no workaround What is the recommended solution by th...
Customer Engagement 7 months ago in New feature 0 Needs review

Draft/Published Toggle For Charts & Datasets

Problem: Currently the charts tab can easily become cluttered with everyone's charts all in the same place. Also it can be difficult to know which datasets are just test datasets Current Solution: Future solution will be to add Charts to a tag to ...
Juliann Forbes about 1 year ago in New feature 0 Needs review

Improve sorting and limit options for the Heatmap chart

What is the problem or goal the end user is trying to solve or accomplish? When creating a chart using columns with multiple values as both the X and Y Axis, the Heatmap chart values overlap and get cluttered. How are they solving it currently? Cu...
Vítor Ávila 11 months ago in New feature 0 Needs review

Option to include a Row Number in Table visualization chart

What problem or goal is the end user trying to solve or accomplish? When displaying a Table visualization chart, there is no row number indication. Therefore, it can be difficult to determine which row number is the data that we are looking for. E...
Daniel Watania about 1 year ago in New feature 0 Needs review

Configure the list of columns that should be returned in Drill to Detail operations

What is the problem or goal the end user is trying to solve or accomplish? By default the Drill to Detail operation returns a table with all dataset columns. This is not intuitive for datasets with a large amount of columns, or when you have calcu...
Vítor Ávila about 1 year ago in New feature 0 Needs review