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Improve User Management

What is the problem or goal the end user is trying to solve or accomplish? When managing Team and Workspace roles/users, current set up requires you to scroll through every page rather than sort, or search for a specific user. Makes auditing and c...
Tharuman Thavakumar over 2 years ago in New feature 0 Gathering Feedback

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 about 1 year ago in New feature 0 Needs review

Add Asset's ID on the Exported YAML File

What is the problem or goal the end user is trying to solve or accomplish? Users would like to see the asset's (dataset, database, chart) ID stated on the YAML file, for easier access. How are they solving it currently? Through the UI, mouse over/...
Daniel Watania 8 months ago in New feature 0 Needs review

Export into Google Sheet

What is the problem or goal the end user is trying to solve or accomplish? The level of manipulation of googles sheets is unparalleled. It would be nice to have Executives who are used to google sheets be able to drill into chart data with an easi...
Sunny Xu over 1 year ago in New feature 0 Needs review

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 9 months ago in New feature 0 Needs review

Create dataset from procedures

Users would like to be able to create virtual datasets based on stored procedures.
Vítor Ávila almost 2 years ago in New feature 0 Needs review

Create an option to limit the Alert/Report notification recipient to be within the organization's domain

1) What is the problem or goal the end user is trying to solve or accomplish? Workspace Admin is trying to limit the delivery of Alert/Report notifications to the internal recipients, meaning within the organization's email domain. 2) How are they...
Daniel Watania almost 2 years 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 9 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 9 months ago in New feature 0 Needs review

Configure the aggregation function independently for rows/columns on the Pivot Table Chart

What is the problem or goal the end user is trying to solve or accomplish? Users have different columns on their Table Charts (some displaying total counts, and others displaying AVG), but unfortunately it's not possible to configure the aggregati...
Vítor Ávila over 2 years ago in New feature 0 Gathering Feedback