Exploring And Visualizing Your Data (15 August 2017)

Exploring Your Data

Through a dataset’s Primer page you can find answers to many general questions about a dataset, such as when it was last updated, who published it, and what fields are in the dataset. However, many users want to dive deeper into the data by exploring the full spreadsheet of values or creating visualizations to see trends and answer questions.

To help users explore data beyond the Primer view, we’ve created a new “Explore Data” dropdown on Primer that consolidates links to viewing the data in the traditional spreadsheet data table, navigating to the new visualization tech preview (for logged in users only), as well as links to open datasets in other tools such as Carto (if there are location columns) and Plot.ly.


While “View Data” and “Visualize and Filter” were previously part of Primer, the “Open In…” links have been brought over from the API documentation pages, making it easier to pull data hosted in Socrata directly into your tool of choice for visualizing data. The “More…” link will take you to a knowledge base article that walks you and your users through steps to using tools like Power BI, Carto, and Tableau, and we’ll continue to further integrate these options in the product as well as add new ones!

Read this Knowledge Base article for more details on opening your data in other applications.


Multi-Series Charting

Do you have data with more than one column of values you want to compare, for example budget and expenditure dollars, or employment and unemployment totals? Through the new visualization experience tech preview, you can now create bar, column, and timeline charts with up to 12 different measures on the same visualization, making it easy to compare between measures.


After you’ve selected more than one measure, you can then decide if you prefer to view the measures grouped next to each other, or stacked. And if you aren’t a fan of blue, hop over to the presentation section to select a different default color palette or create a custom one to match your organization’s branding.

Comparing measures is a common and important way to visualize your data, so keep an eye out for more updates to stacked bar and column charts coming soon!

Read this Knowledge Base article for more details on how the new visualization experience works.


Coming Soon: Asset Management Preview to Become Default Experience

For the past couple of weeks Administrators and Publishers have been able to preview a new asset management experience for the Asset Inventory page. In case you haven’t tried it out yet, this new experience helps you:

  • Find your assets more quickly, with powerful search auto-complete, additional filtering options, and intuitive sorting capabilities;
  • Review with confidence which assets are public in your catalog versus which are still internal to your organization;
  • Quickly pull up assets you viewed recently with one click;
  • And take quick action on your asset’s visibility, collaborators, and ownership from one convenient location.

We’ve received a ton of fantastic feedback and continued to make adjustments and improvements to the preview. Within the next few weeks, this experience will become the default experience for managing one’s site-wide assets for all Administrators and Publishers. If you haven’t previewed it yet, we encourage you to check it out and let us know what you think!

Read this Knowledge Base article for more details on how the Asset Inventory works.


Small Updates & Bug Fixes

  • If localized number formats are used in a column (for example 1.234,56), that format is now properly displayed for numbers in the preview table on Primer.
  • In the Activity Log, datasets that have been deleted and not restored once again have “(Deleted dataset)” as their title, instead of an empty title.
  • New asset management preview:
    • Clicking on the stat numbers along the top of the table will now filter the table for the asset type you’ve selected.
    • When filtering by datasets, working copies are no longer included.


Check out our other Product News, and give us a shout at support@socrata.com with questions or ideas.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Article is closed for comments.