Welcome to Preset

What is Preset?

We are happy to welcome you to the world of Preset!

Preset is a cloud-hosted data exploration and visualization platform built on top of the popular open source project, Apache Superset.

Our fully managed service makes it easy to run Superset at scale with enterprise-ready security, reliability, and governance, enabling your entire organization to quickly and easily draw insights from your data.

What is Superset?

Apache Superset excels at giving you the tools you need to access a wide variety of data and visualize that data in a compelling and engaging manner.

From simple pie charts to highly detailed deck.gl geospatial charts, Superset offers you the visualization options that you need to paint your own data picture and convey information that can resonate with your customers and colleagues.

Setting Up Preset

Getting started with Preset is straightforward. The good news is that Preset always runs the latest version of Superset, so you have access to all the best features that Superset has to offer. No more manual installs, configuration, driver maintenance, or upgrade management!

As an Admin of Preset, you'll have full control over managing your teams, including inviting others, changing user roles, and removing team members.

Need different environments for your teams? In Preset, you can easily deploy multiple Superset Workspaces and scale up as many users on the platform as you need. Each Workspace is a separate, isolated instance of Superset to support different projects and teams, with deployment being done in just a single click.

Preset supports a wide variety of databases and connecting your database to Preset is a straightforward process. All you need are database credentials and/or a SQLAlchemy URI, and you're good to go!

• First Steps
• Invite Others to your Team
• About Workspaces
• Step-by-step Connection Guide

Using Superset to Build your First Dashboard

At the heart of Superset is the delivery of powerful visualizations built using our intuitive chart Explore interface and then refined using Preset's intelligent IDE, SQL Lab. To gain even greater control over data presentation, Preset's semantic layer offers an array of features, such as field data availability, calculated columns, and metric modification.

Ready to tell a story with your charts? Preset dashboards offer powerful ways to organize individual charts into cohesive narratives that can be filtered to focus on the story that you want to convey.

• SQL Lab
• Explore Page
• Semantic Layer
• Visualization Types
• Using Dashboards
• Dashboard Filtering

Using Superset to Access and Share Data

Being a fully managed, enterprise-ready solution means that Preset maintains a reliable state-of-the-art Superset installation, including the underlying message queue, asynchronous Celery workers, multiple caching layers, SMTP email server for supporting alerts & reports, and a well-monitored observability solution.

This robust infrastructure supports the access and sharing of data in terms of both security and content collaboration between users.

Preset offers flexible role-based access control at the workspace level, user management and authentication through SSO via SAML, and we're SOC2 compliant. And, no, we don't host or store your data.

Collaboration is supported via multiple content sharing channels (such as shareable chart and dashboard links), integration with the messaging platform Slack, and export support for databases, datasets, charts, and dashboards.

• Alerts & Reports
• Role-based Access Control (RBAC)
• Single Sign On (SSO)
• How to Share
• Slack Integration

Extending your experience with Preset

Preset is designed to scale with your business and your business' needs. Once you feel confident in the basics there are further ways you can get even more out of Preset.

For example you may want to try:

• Establishing semantic layers on your dataset so that others in your Workspace can better understand how to interpret the data;
• Defining metrics and calculated columns in order to save you and your colleagues time when working with charts; or,
• Using our API to better build Preset into you and your organization's processes and technology.

And remember to check back on this site over time as we add further documentation and support. Happy data exploring!