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  • 18 Jan 2021
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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
  • Saved Queries Panel
  • Charts 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

2021-01-15_18-29-21.png


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 a date & time stamp displaying when you last worked with the chart, dashboard, or saved query.

Interface_Recents@2x

Features include:

Expand / Collapse

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

Tabs

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

Card Icons

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

Dashboards Panel

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

In addition, you can favorite or unfavorite a dashboard 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 dashboard's properties.
  • Export: Downloads the dashboard in JSON 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".

Interface_Dashboards2a

Other features include:

Expand / Collapse

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

Tabs

  • Favorite: Display a list of dashboards that you have favorited (i.e., starred). If you don't have any favorites yet, then select See All Dashboards to view a list of all available dashboards in your workspace.
  • Mine: Display a list of dashboards that you have created. If you have not yet created a dashboard, then select + Dashboard to create your first dashboard.

Create and View

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

Saved Queries Panel

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

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

  • Edit: Launches the query in the SQL Editor where you can proceed to edit/modify the query as needed.
  • Share: Copies a link to the saved query to your clipboard.
  • Delete: Deletes the saved query from the Preset system. Note that this action deletes the saved query, 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_Saved_Queries

Other features include:

Expand / Collapse

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

Tabs

  • Favorite: Display a list of saved queries that you have favorited (i.e., starred). If you don't have any favorites yet, then select See All SQL Lab Queries to view a list of all available queries in your workspace.
  • 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.

Charts Panel

The Charts panel displays thumbnails of charts that you have either created or favorited. 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:

  • 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".
  • Edit: Enables you to edit the chart's properties.

Interface_Charts

Other features include:

Expand / Collapse

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

Tabs

  • Favorite: Display a list of saved queries that you have favorited (i.e., starred). If you have not yet created a chart, then select + Chart to create your first chart.
  • Mine: Display a list of saved queries that you have created. If you don't have any favorites yet, then select See All Charts to view a list of all available charts in your workspace.

Create and View

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