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Basic Navigation
  • 05 Jul 2020
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Basic Navigation

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As a new Preset user, your journey will begin by logging on to the system and then proceeding to the selection of a workspace.

After doing this, the Preset screens share consistent navigation elements that empower users to quickly familiarize themselves with creating and managing visualizations, dashboards, etc.

The first thing you'll notice is the toolbar located across the top of all pages:


Let's have a closer look at each menu option.

New Button


This is the most commonly used feature on the Toolbar and enables users to easily create a new SQL query, chart, or dashboard.



Options in the Manage menu are used to manage and view different types of data in Preset, such as queries, annotations, and CSS templates. This menu can also be used to import JSON dashboard files.

  • Annotation Layers: This option is used to manage categories of content that can be included in visualizations. Each category—or layer—can contain one or more annotations.
  • Annotations: An annotation is specific text (descriptions) that can be added to an annotation layer. They are used to add contextual meaning to visualizations.
  • CSS Templates: Contains CSS template records that enable users to define and store code segments written using cascading style sheets (CSS).
  • Queries: View a list of all created SQL queries with current status and start & end times.
  • Import Dashboards: Enables you to select a dashboard, in JSON format, from a local or networked source and import it into the Preset system.



Options in the Sources menu enable you to manage your databases and datasets, including edit and delete capabilities. This menu also supports the creation of new tables from uploaded CSV files.

  • Databases: Displays a list of databases that have been created or accessed via Preset. From this list, you can drill down to view, edit, or delete the database record.
  • Tables: Displays a list of all datasets currently used in Preset and enables you to edit ot delete them as needed.
  • Upload a CSV: Enables you to create a table from a CSV file, associate it with a database, and define parameters as needed.



The Charts option is used to quickly view a list of all charts created in Preset along with valuable information, such as type, datasource, creator, and a last modified time-stamp. Charts can also be edited and deleted from this screen.



The Dashboards option displays a screen that is similar to the Dashboards view after selecting a workspace, but contains more details. On this screen, you can not only view the creator and last modified time-stamp, but you can also determine the chart owner and whether or not it is currently published. This screen also enables you to edit, delete, and download a dashboard as a JSON file.



Options in the SQL Lab menu enable you to launch Preset's SQL Editor, which can be used to visually create SQL queries. You can also manage saved queries as well as run powerful searches/filters to discover all existing Preset queries.

  • SQL Editor: Launches Preset's robust SQL integrated development environment (IDE) that empowers you to manage all aspects of SQL query creation. Rich visualization approach supports the easy browsing & selection of query data. Multiple tabs support the management of multiple queries at the same time.
  • Saved Queries: Enables you to search for saved queries made by all users within your shared workspace. Query details can be viewed, edited, and deleted. In addition, saved queries can be loaded directly into the SQL Editor with one click.
  • Query Search: Search for all queries within Preset using a number of different search features, such as keyword search, user and database filters, status, and time range.



  • Profile: Displays your user profile, including your defined favorites (i.e., dashboards and charts), created content, recent activity, and security (i.e., user role).
  • Logout: Logs you out of the Preset system.
  • Version Number: The current version of Preset that you are using.
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