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Basic Navigation
  • 18 Jan 2021
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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.



Options in the Data 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 view a list of all charts created in Preset along with critical 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 list of all dashboards available in your workspace. On this screen, you can not view who last modified the dashboard, its current status (i.e., draft or published), when it was last modified, the creator, and the owner. In addition, available actions include editing the dashboard's properties, deleting the dashboard, and downloading 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.

New (+ icon)


This is probably the most-used toolbar icon on Preset! Options in the + drop-down menu are used to create a new SQL Query, Chart, or Dashboard. Simply select the plus icon and select as needed.



Options in the Settings menu are used to manage and view different types of data in Preset and perform user-related activities.

  • Manage Section

    • 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.
    • CSS Templates: Contains CSS template records that enable users to define and store code segments written using cascading style sheets (CSS).
    • Import Dashboards: Enables you to select a dashboard, in JSON format, from a local or networked source and import it into the Preset system.
    • Dashboard Emails: Used to schedule the automatic delivery of dashboards via email using a cron rule. Please see Dashboard Emails to learn more.
    • Chart Email Schedules: Used to schedule the automatic delivery of charts via email using a cron rule. Please see Chart Email Schedules to learn more.
    • Alerts: Used to create an alert that sends a chart via email to recipient(s) when a SQL-based trigger event occurs. Please see Alerts to learn more.
  • User Section

    • Profile: Displays the profile screen which displays a variety of user-centric data, such as favorites, created content, recent activity, and security & access information.
    • Logout: Logs you out of the Preset platform.
  • About Section

    • Displays the current version number of Preset that you are using.
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