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Improve SQL validation error for dataset creation

What is the problem or goal the end user is trying to solve or accomplish? When trying to save a SQL query as a virtual dataset with an incorrect query, a Fatal error would be displayed with no information about the root-cause. How are they solvin...
Vitor Avila over 2 years ago in Enhancement 0 Needs review

Allow Datasets to Detect Chart Context through Jinja Scripting

What is the problem or goal the end user is trying to solve or accomplish? The customer wants to dynamically adjust dataset queries based on the chart calling it. This would eliminate the need to create multiple dataset variations for similar quer...
Customer Engagement over 1 year ago in New feature 0 Needs review

Chart Creation from the Embedded Interface

Currently embedded dashboards are view only dashboards. Looking to allow editing / creation of charts & dashboards for those end users. This would allow companies to open up data exploration to their end users using Preset
Juliann Forbes over 3 years 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 almost 2 years ago in New feature 0 Needs review

Ability to dynamically get/generate URL for specific dashboard tabs

What is the problem or goal the end user is trying to solve or accomplish? Users would like to dynamically generate the URL for specific dashboard tabs. How are they solving it currently? Users need to manually generate the URLs from the UI and sh...
Vitor Avila over 3 years ago in New feature 0 Needs review

Setting up auto-refresh intervals on dashboards

Dashboard builders want to set up refresh intervals so that dashboard viewers see the most up-to-date data. However, it's unclear what the "Auto-refresh interval" feature does (e.g., what does "this session" refer to? does this only apply to me or...
Sayya Dushanbieva over 3 years ago in Enhancement 1 Needs review

[Navigation bar] Move Alerts&Reports to the primary actions

"It is a very powerful feature and probably one of the first things people look for in most BI software (especially those in corporate companies where email reports are daily routine). It deserves to be there instead of being tossed under settings...
Kasia Zajac almost 4 years ago in Enhancement 1 Gathering Feedback

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 almost 2 years 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 almost 2 years ago in New feature 0 Needs review

Enable the `allow-popups-to-escape-sandbox` option on the Embedded Dashboard

What is the problem or goal the end user is trying to solve or accomplish? Preset Admin can insert a clickable link on a chart for their user to access with the target="_blank" HTML attribute so that it will open in a new tab. However, it will not...
Daniel Watania almost 2 years ago in Enhancement 0 Needs review