Home Page
  • 17 Aug 2021
  • 4 Minutes to read
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Home Page

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Overview

The Home Page organizes all of the most commonly-used actions in a singular interface so that you can dive into using Preset with minimal need for navigation. Content areas are organized into four different panels:

  • Recents Panel
  • Dashboards Panel
  • Charts Panel
  • Saved Queries Panel

Please have a look at the descriptions below to learn more about these content areas and how you can use them to quickly access the Preset functionality that you need!


Interface

Interface_Home_Page4


Switch Views

By default, visualizations are displayed as thumbnails. You can switch to a card view, though, by disabling the Thumbnails switch.

Thumbnail_Switch

This is the card view:

Thumbnail_Switch_Off1


Recents Panel

The Recents panel features all content that you have edited or created. This provides an easy way to quickly resume work from where you last left off by simply selecting the appropriate card.

Note that each card includes "Modified" entry conveying when the dashboard, chart, or saved query was last changed.

Recents_Panel

Features include:

Expand / Collapse

Select the down arrow on the Recents header to collapse the content. Conversely, select the right arrow to expand content.

Tabs

  • Viewed: Displays a list of recently viewed dashboards, charts, and/or saved queries.
  • Edited: Displays a list of recently edited dashboards, charts, and/or saved queries.
  • Created: Displays a list of recently created dashboards, charts, and/or saved queries.

Card Icons

Icon Name
Icon_Dashboard@2x Dashboard
Icon_Chart@2x Chart
Icon_Saved_Query@2x Saved Query

Dashboards Panel

The Dashboards panel displays thumbnails of dashboards that you have either created or favorited, as well as pre-built examples. To navigate to a dashboard, simply select the desired thumbnail.

You can favorite or unfavorite a dashboard by selecting the Star icon. The current status of the dashboard (i.e., draft or published) is also listed.

Selecting the ellipsis icon (3 dots) displays a sub-menu with the following options:

  • Edit: Enables you to edit the dashboard's properties.
  • Export: Downloads the dashboard in ZIP format.
  • Delete: Deletes the dashboard from the Preset system. Note that this action deletes the dashboard, it does not simply remove the thumbnail view. To complete this action, you will be required to confirm the deletion by entering the word "delete".

Dashboards_Panel2

Other features include:

Expand / Collapse

Select the down arrow on the Dashboards header to collapse the content. Conversely, select the right arrow to expand content.

Tabs

  • Favorite: Displays a list of dashboards that you have favorited (i.e., starred).
  • Mine: Displays a list of dashboards that you have created. If you have not yet created a dashboard, then select + Dashboard to create your first dashboard.
  • Examples: Displays pre-built sample dashboards.

Create and View

  • + Dashboard Button: Select to create a new dashboard.
  • View All: Display a list of all available dashboards in your workspace.

Charts Panel

The Charts panel displays thumbnails of charts that you have either created or favorited, as well as pre-built examples. To navigate to a chart, simply select the desired thumbnail.

In addition, you can favorite or unfavorite a chart by selecting the Star icon.

Selecting the ellipsis icon (3 dots) displays a sub-menu with the following options:

  • Edit: Enables you to edit the chart's properties.
  • Export: Downloads the chart in ZIP format.
  • Delete: Deletes the chart from the Preset system. Note that this action deletes the chart, it does not simply remove the thumbnail view. To complete this action, you will be required to confirm the deletion by entering the word "delete".

Interface_Charts1

Other features include:

Expand / Collapse

Select the down arrow on the Charts header to collapse the content. Conversely, select the right arrow to expand content.

Tabs

  • Favorite: Displays a list of charts that you have favorited (i.e., starred).
  • Mine: Displays a list of charts that you have created. If you have not yet created a chart, then select + Chart to create your first chart.
  • Examples: Displays pre-built sample charts.

Create and View

  • + Chart Button: Select to create a new chart.
  • View All: Display a list of all available charts in your workspace.

Saved Queries Panel

The Saved Queries panel displays thumbnails of saved queries that you have created. To navigate to a saved query, simply select the desired thumbnail.

Selecting the ellipsis icon (3 dots) displays the Share option — when selected, the URL to the saved query is saved to your clipboard.

Navigating to a pasted URL launches the SQL Editor interface, featuring the selected SQL query.

Saved_Queries_Panel1

Other features include:

Expand / Collapse

Select the down arrow on the Saved Queries header to collapse the content. Conversely, select the right arrow to expand content.

Tabs

  • Mine: Display a list of saved queries that you have created. If you have not yet created a saved query, then select + SQL Query to create your first query.

Create and View

  • + SQL Query Button: Select to create a new SQL Query.
  • View All: Display a list of all available SQL queries in your workspace.

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