Changelog

October 16, 2024

Enhancements and Fixes

• (Charts) In Explore, when adding a new Metric or Dimension, the Simple tab will be opened by default
• (Datasets) Fixed an issue where Drill By and exports weren’t working for charts that used Datasets with a Jinja {{metric()}} macro
• (Databases) Fixed an issue where Firebolt queries were getting parsed incorrectly

October 2, 2024

New Features

• (Databases) Support for connecting to Oracle Cloud databases

Enhancements and Fixes

• (Dashboards) Improved drop indicators when moving tabs around in Dashboard edit mode
• (Dashboards) Fixed an issue where native filters appeared out of scope on example dashboards
• (Charts) Fixed an issue where users would get an error when trying to download a pivot table to CSV
• (Charts) Addressed an issue where chart configurations weren’t kept when switching datasets
• (Queries) Moved the query context logs to appear under the SQL query for Snowflake queries when the feature flag for including user, workspace, dataset, chart, and dashboard info in queries is enabled ²
• (Homepage) Fixed spacing on the Preset workspace home page

September 26, 2024

New Features

• (Embedded) For teams using Embedded dashboards, admins are now able to see an embedded usage metrics dashboard. Visit the main Preset team page, click “Manage Team” and then “Workspace Metrics” and/or “Embedded Metrics” tabs.

Enhancements and Fixes

• (Embedded) Fixed an issue where PDF exports were not working from embedded dashboards

September 18, 2024

Enhancements and Fixes

• (Charts) Added a new control when Time Shift is used to allow selecting between using the original series colors or different colors for the time shifts
• (Charts) Custom column labels in Raw Records tables now work properly for columns that do not contain aggregates
• (Dashboards) Fixed an issue where some dashboards were not loading the filters properly
• (Dashboards) Filters with the option “Select first filter value by default” now show an error message in the dashboard when the filters can’t be loaded properly
• (SQL Lab) Improved performance by disabling the text editor in inactive tabs, fixing an issue with the cursor, and not re-rendering the JSON results modal
• (SQL Lab) When opening a tab that references a deleted database, the user will see a warning message

September 10, 2024

New Features

• (Databases) Added support for connecting to Airtable as a database

Enhancements and Fixes

• (Databases) Fixed an issue where Databricks connections with a blank Secure Extra configuration field were not working correctly
• (File Uploads) Fixed an issue where some users were not able to upload files to their database successfully
• (Performance) Improved the performance on the Home page of workspaces

September 5, 2024

Enhancements and Fixes

• (Databases) Fixed an issue where Trino queries were not running
• (Databases) Updated the Snowflake OAuth connection to not require a username and password
• (Databases) Added support for Apache Doris
• (Databases) OAuth for Databricks is supported now by adding the client info into the Extra field and enabling User Impersonation
• (Dashboards) Updated example dashboards for new workspaces
• (Dashboards) Fixed an issue where comments were appearing under other dashboard elements

August 21, 2024

Enhancements and Fixes

• (Dashboards) Fixed an issue with generating dashboard thumbnails
• (Dashboards) Addressed an issue where Viewers, Dashboard Viewers, and Embedded users were unable to download dashboards to PDF or PNG
• (Datasets) On the Datasets list view, the Dataset field now shows the dataset name with the full schema and dataset in a tooltip

August 13, 2024

Enhancements and Fixes

• (Queries) Fixed an issue where query comments about the user, chart, and dataset weren’t getting added to queries in some cases. This feature is currently behind a feature flag, reach out to the Preset team to start using this feature. ¹

August 7, 2024

New Features

• (Databases) Added initial support for connecting to Snowflake with OAuth
• (Charts) Added a new control in Pivot Tables called “Render Columns in HTML Format”. This allows users to add hyperlinks in Pivot Tables.
• (Charts) Added a new Histogram chart type. Previous histograms will be labelled as chart type “Histogram (legacy)”

Enhancements and Fixes

• (Alerts & Reports) Fixed an issue with the loading of Slack channel names
• (Charts) Addressed an issue with autocomplete when using Custom SQL in the Chart Builder

July 29, 2024

New Features

• (API) Added new endpoints for generating and downloading dashboard screenshots. Visit our API docs for more detailed information.

Enhancements and Fixes

• (Alerts & Reports) Fixes some issues with sending Alerts & Reports via Slack, and improved the Alert & Report creation process when setting up a Slack Alert or Report. The Slack bot still needs to be added to the proper Slack channel for Alerts & Reports to send properly.
• (Tags) Tag filters on Dashboard, Chart, and Saved Queries pages are properly filtering out results again
• (Dashboards) Drill to detail no longer truncates int64 values
• (Dashboards) Addressed an issue where empty columns instead of tabs couldn’t be deleted when creating a dashboard
• (Dashboards) The “Refresh Dashboard” button now refreshes filters in addition to charts
• (Dashboards) Fixed a bug where generating a permalink of a tab on a dashboard would sometimes use the previous tab instead of the current one
• (Dashboards) When switching to a new top level tab, the dashboard will scroll to the top instead of retaining the previous scroll position, so that users don’t see a tab that looks empty
• (Charts) Fixed an issue that was adding extra space between the legend and the chart contents
• (Charts) SQL comments will not be removed when executing chart queries
• (Charts) Renames the Total column to Summary in Table charts
• (Chart Builder) Fixed an issue where custom SQL filter clauses were sometimes unable to be changed and saved
• (Chart Builder) Addressed an issue where the chart controls were sometimes incorrectly changing sizes when the browser window was resized
• (Chart Builder) Fixed an issue where some chart controls were not properly unhidden after the user switches the chart from using a temporal x-axis to a non-temporal x-axis and back
• (Chart Builder) The Advanced Analytics section is now hidden when the chart doesn’t use a temporal x axis
• (Chart Builder) Changing the Y-Axis Axis Format control now updates the formatting accordingly
• (Chart Builder) Fixed a bug where switching between Aggregate and Raw Records mode in Table charts would sometimes show an error
• (Chart Builder) Fixed various issues with time shifts, including some calculations where the time shift granularity didn’t match the chart granularity, connecting time shifts lines when there is missing data, and fixing the patterns used when displaying multiple time shifts
• (Chart Builder) Fixed a calculation error in tooltips when a bar or line chart was created with time shift and contribution mode enabled
• (Chart Builder) Renamed some legacy chart types to include “Time-series” in the name
• (SQL Lab) Addressed a rare case where switching tabs would cause a query from the previous tab to be run
• (SQL Lab) Fixed a bug where switching tabs would sometimes show an empty state instead of having a database selected
• (SQL Lab) Comments should be retained when executing SQL statements
• (SQL Lab) The description column has been added back to the Saved Queries page
• (SQL Lab) Fixed an issue where Trino and Presto schema previous were not working in SQL Lab
• (SQL Lab) Improved the json serialization in SQL Lab to prevent hard failures
• (Databases) The database modal will no longer close when clicking outside of the modal so that users don’t lose progress in connecting or editing a database
• (Databases) Added support for the Apache Spark dialect so that Spark SQL statements are processed even when the dialect is not specified
• (Datasets) Fixed an issue that was allowing some datasets with duplicate names to be created

July 10, 2024

Enhancements and Fixes

• (Charts) The page size selector on Table charts should not be accessible to screen readers

June 27, 2024

Enhancements and Fixes

• (Error Messages) Fixed an issue where raw html was displaying rather than a proper error message
• (Charts Dashboards) New color schemes have been added

June 26, 2024

Enhancements and Fixes

• (Dashboards) Improved the color consistency on dashboards. Series with shared labels across charts should share a color. Colors set in the Dashboard properties will still be respected.
• (Chart Builder) Addressed an issue where the Color Scheme control would not show when users opened a chart from the dashboard
• (Chart Builder) Fixed a bug where the top x results were not returning the right results in some cases

June 20, 2024

Enhancements and Fixes

• (Permissions) Updated the “All database access” permission to give access to all datasets and databases, and thus all charts and dashboards
• (Permissions) Fixed an issue where ****invites with different capitalization than the user’s email would not have the right account permissions
• (Tags) Addressed an issue where some charts and dashboards were unable to be deleted if they had a tag applied to them
• (Dashboards) Fixed some issues with dragging to resize a chart when creating or editing a dashboard
• (Databases) Fixed some column type handling for Presto and Trino

May 30, 2024

Enhancements and Fixes

• (Alerts & Reports) Fixed an issue where sometimes alert or report screenshots would be captured before all chart contents were loaded
• (Tags) If a user doesn’t have the correct permissions to tag content, they will see an error message. When tagging items in bulk, the content that the user does have permission to tag will be updated correctly.

May 22, 2024

Enhancements and Fixes

• (Dashboards) Addressed an issue where some charts would disappear until hovered over after a recent Google Chrome update

May 2, 2024

Enhancements and Fixes

• (Databases) Updated Dremio database configurations to support certificates
• (Databases) Added Dremio support for datetime[ms]
• (Databases) Fixed an issue where % in queries were getting duplicated to %%

April 22, 2024

Enhancements and Fixes

• (Chart Builder) Fixed an issue where users were unable to reorder metrics within the control panel
• (Chart Builder) Operators such as > , < , and = were not being properly displayed in Conditional Formatting on tables

April 18, 2024

New Features

• (Databases) Added a database level configuration to disable Drill to Detail. This can be found in the Advanced section of your database connections in Preset
• (Charts) Added an “On dashboards” column to the Charts list, which allows users to see which dashboards a chart has been added to

Enhancements and Fixes

• (Dashboards) Users with the workspace role “Viewer” are able to use the Drill By feature again
• (Dashboards) Added the ability to navigate through dashboard titles, charts, and chart controls using keyboard navigation
• (Dashboards) Added labels for screen readers on dashboard filters and search
• (Dashboards) Added a border to show the rows that will be changed when using the move, delete, or settings icon on the left side of dashboard edit mode
• (Dashboard Filters) Made a fix so that screen readers can access the filter values that are used in the “Applied filters” tooltip
• (Charts) Fixed an error where queries containing the word constructor would return an error
• (Charts) Fixed a bug where some time shift data would not be showing when using a Time Shift in Advanced Analytics alongside a Row Limit configuration
• (Chart Builder) When dragging a metric from the dataset panel in the Chart Builder to the control panel, the drop indicator will more clearly show the valid areas where a metric can be dropped
• (Chart Builder) Increased timeout on chart annotation layers
• (Chart Builder) When a chart has one remaining temporal filter, clicking the X will now clear the filter values rather than showing the user a warning message to not remove the last temporal filter
• (Datasets) When using the latest_partition('table_name') Jinja macro, any leading or trailing whitespace will be removed from the table name
• (SQL Lab) Comments in executed queries are no longer stripped
• (SQL Lab) Improved the error that is displayed when there is a syntax error in a query
• (Homepage) Users who don’t have access to charts and queries will no longer see those tabs in the Homepage

April 11, 2024

New Features

• (Alerts & Reports) Users can now select a PDF option when creating an Alert or a Report
  

Enhancements and Fixes

• (Chart Builder) Improved performance and rendering of the dataset columns list in the left panel
• (Chart Builder) The row count indicator in the top right of the chart builder has been updated to reflect the number of rows from the database, before any processing is done on the data. It will turn red when the row limit set in the control panel has been reached and the chart may be showing partial data.
• (Chart Builder) Improved feedback on the Control Panel when the user is trying to drag and drop a column into a control area that is not allowed
• (Charts) When charts are loading, additional information has been added to the spinner to help users understand the loading process
• (Bar Charts) Fixed an issue where using “Stacked” mode and a Time Shift would stack all time shifts in the same bar. Different times shifts will now show as their own stacked bars.
• (Bar Charts) In horizontal bar chart mode, the chart legend no longer overlaps with the content of the bar chart
• (Dashboards) When editing a dashboard, hovering over the menu icons on rows now shows the border of the entire row, clarifying the charts that will be affected by any changes
• (Datasets) Added a new Jinja macro {{ metric('metric_key', dataset_id) }} to retrieve metric syntax from a dataset so that it can be re-used in charts, SQL Lab, datasets, etc.

Mar 27, 2024

New Features

• (Dashboards) Improved drag and drop usability when creating or editing dashboards. Users will now see clearer and larger drop areas when moving dashboard content around
  

• (Alerts & Reports) New modal for setting up Alerts & Reports in a linear process, with better grouping of the configuration fields. ¹

• (Permissions) Row Level Security rules no longer require setting up an empty Data Access Role and can now be associated to any Data Access Role

• (Permissions) Data Access Roles and Row Level Security can now be set up for invited users who have not yet accepted their invites. Search for them using their email address and “Pending Invite” in the user list.

• (dbt) Preset’s dbt integration has been upgraded to support the new metric and measure schemas introduced in newer versions of dbt, which provides a path for upgrading to dbt 1.6 and 1.7 ²

Deprecations

• (Dashboard Filter Boxes) Old dashboard Filter Box chart types have been migrated to the filter bar. Any previous filter boxes have been updated to Markdown components in the dashboard and can be removed by a dashboard owner.
• (Sunburst Charts) Sunburst charts have been automatically migrated to the new Sunburst chart type
• (Datasets) Added validation on date formats. Format %Y%m%d is not currently supported and will show the user an error, please migrate these dates to a supported format such as %Y/%m/%d
• (Redirects) Short URL links with format /r/{id} from 1.5 years ago or older will no longer redirect

Enhancements and Fixes

Databases

• (SSH Tunnelling) Fixes an issue where SSH tunnels were not being removed properly from database connection configurations
• (SSH Tunnelling) Added an error message when the port in the database configuration form was missing
• (Clickhouse) Fixed an issue where datasets couldn’t be created if SimpleAggregateFunction was used
• (Pinot) Addressed an issue where epoch ms timestamps and datetime conversions were incorrect
• (Trino) Fixed an error that occurred when fetching Hudi table schemas

Datasets

• (Creation) Added additional data access validation during virtual dataset creation
• (Configuration) Dataset extra configuration option {"disallow_adhoc_metrics":true} will only allow dragging and dropping saved metrics to the Chart Builder Metrics field

Charts

• (Data Zoom) The data zoom tool now changes orientation when the chart orientation is updated from horizontal to vertical
• (Resample) Fixed an issue where the Resample Fill Methods were not working correctly if the time index was present
• (Results) Fixed an issue where the Results tab in the Chart Builder would sometimes display an infinite spinning icon
• (deck.gl Multiple Layer Chart) Added deck.gl Heatmap and deck.gl Contour Layers to the deck.gl Multiple Layer Chart
• (Gauge Chart) Fixed the color boundaries when interval bounds and a minimum value are set
• (Heatmap) Numeric X and Y axes are now sorted correctly
• (Mixed Chart) Label colors specified in Dashboard properties are now applied properly
• (Time Series Charts) The Y-axis format is correctly applied when contribution mode has a value other than ‘None’
• (Time Series Table) Negative time lag values are now allowed, making it possible to compare to the beginning of the time range
• (World Map) Repositioned the Overseas departments and regions of France (DROM) to be displayed in one view and improved the rendering of the map view of France

Dashboards

• (Dashboard Creation and Editing) Fixed an issue where table chart types were displaying larger than their chart container when dragging to move them in dashboard creation and edit modes
• (Filters) When set to a slider, the dashboard filters now slide properly for values between 0 and 1
• (Performance) Charts now display additional information on the loading spinner about the status of the chart load
• (Permissions) Users will now see an error message and be redirected to the Dashboards page when trying to access a dashboard they don’t have permissions to see using a permalink

SQL Lab

• (Performance) Improved the initial loading time for SQL Lab
• (Tabs) SQL Lab no longer shows invalid placeholder text when closing a tab
• (Tabs) Added back the placeholder image for query results in a new SQL Lab tab
• (Tabs) Fixed an issue where closing a tab that had been removed in another window would throw errors
• (Tabs) The cursor saves its position when switching between SQL Lab tabs
• (Left Panel) Fixed an issue where Databases weren’t appearing correctly when typing into the search bar
• (Results) Fixed an error that caused the json modal in SQL Lab results that contain json blobs to be flaky
• (History) Addressed an issue where SQL Lab history would display errors

Alerts & Reports

• (Configuration) Updates the Screenshot Width configuration option to accept only numeric values
• (Logs) When alerts fail, the logs no longer show query and query result information for security purposes

Other

• (API) The owners field on datasets and charts is no longer lost if it is not included in the update payload
• (dbt) Updated UI to allow specifying custom dbt Cloud API URLs when setting up the database sync
• (Embedded) The Embedded SDK will no longer fire requests to refresh the guest token after the embedded iFrame is unmounted
• (Embedded) New Macro {{url_param()}} fetches parameter values from the dashboard URL
• (Errors) Addressed an issue where errors and messages in the bottom right of the application would be duplicated
• (List Views) Fixed a bug where selected filters on the list view were not applied when changing the sort order
• (List Views) When refreshing the list views, the sort order is retained
• (List Views) User will be redirected to the first page of a list view if an invalid page is entered
• (Imports) Added a validation to prevent users with limited permissions to import charts and dashboards that already exist
• (Jinja) New Macro {{curent_user_email()}} is added that can support applying RLS based on the logged in user
• (Permissions) Improves performance on page load of the Data Access Roles page
• (Queries) A limit is no longer applied to SELECT * queries in databases that don’t support LIMIT
• (Queries) Adds dashboard_id and renamed slice_id to chart_id in comments to queries that are run, when the feature flag to enable query logs is enabled ²
• (Tags) Fixed an issue where dashboards with duplicated tags were sometimes not deleting properly
• (Uploads) Corrected a data type on the CSV and Columnar upload forms

¹: Available on the Professional and Enterprise plans only.
²: Available on the Enterprise plan only.

Earlier Releases

See Preset's product announcement blog for key updates.

• Changelog Archive
• What's New in Preset - Fall 2023