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The New Dataset Experience

The New Dataset Experience

We’re excited to announce that we’re rolling out some really impactful improvements to the data table. Based on extensive feedback from users, we built the new version to include:

  • Faster page loads, especially for large datasets
  • A modern interface that looks and behaves like the other new surfaces on the platform
  • More intuitive editing interactions

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The new dataset table is currently in the preview phase and will become the default experience for all datasets in the coming months. We will be making updates and changes during the preview phase and welcome feedback on this new experience.

You will now see a preview banner on the data table page to take you to the new experience.

Updated Look

  • We have updated the styling on the menu panels (Edit, Manage, More Views, etc.) so that they match our other recently-built surfaces
  • In the legacy dataset table, two column types — Photo and Document — are displayed as thumbnails.  In the new table, these are displayed as text (the name of the file) with embedded hyperlinks that open the photo in a new tab or download the file, respectively.
  • The social data player (SDP), Report Builder pages and legacy Performance goal pages will start rendering the new table in place of the existing legacy table.  

Updated Behavior

  • The table will paginate rather than scroll, just like on Primer and the Visualization Canvas. The row count will default to 50.
  • You can now copy and paste values from cells from the published version of a dataset.
  • Editing column properties will happen via a new Column Editor modal overlaying the dataset table accessible in the Edit panel.  Users will be able to edit all columns at once instead of one at a time.
  • Adding, rearranging and hiding columns will now happen in the same column editing modal.

  • Adding a row to the dataset: this will no longer be inline editing on the table directly, but rather via a form modal containing fields for each column which is accessible via the Edit panel.

  • Editing a cell: This will work just like adding a row, except the fields will already be populated with the current value, and you’ll just change one or more of the values. To open the modal, simply double click on any cell in the row.
  • The configuration process for some column type formatting options will change:
    • Adding a column or cell with a location (both coordinates and addresses) will still happen via a form, but it’ll be an overlay atop the table rather than within table grid itself.  The new table renders it just like any other location column.
    • Similarly, the form for adding an embedded URL or email address in the text will happen via an overlay.  The new table renders this data as embedded links, just like the legacy table does today.
  • Also, rendering number columns as Percent will continue to work, but the green bar representing the percent will go away.
  • When multiple sorts are applied to the table, only the top-level sort column will have a sort indicator (arrow) in the header. Previously, all columns with a sort applied contained a sort indicator in the header.

Deprecated Functionality

  • The ability to drill into a group in a rolled-up view of a dataset will not be available in the new data table.
  • Full-screen mode is not available in the new data table.
  • Filtering directly from the column header will no longer be available in the data table. All filtering on the dataset will be controlled using the blue Filter pane.
  • A few column formatting options will no longer be available to be created in existing datasets, or during ingress of new datasets:
    • Formatted text (HTML)
    • Phone icon plus number
    • Star
    • Flag
    • Multiple choice

We will preserve the contents of these five column types as plain text or numeric data.  Here are the specific changes for each type:

  • Formatted text (HTML): we’ll turn off this option in the ingress workflow and in the data table and convert existing cells to Plain Text in the new table.
  • Star: we’ll turn off this option in the ingress workflow and in the data table and convert existing cells to the corresponding numeric value in the new table. For example, a five-star column will be represented as the number 5 in the new table.
  • Phone icon plus number: we’ll turn off this option on the table and convert existing cells to Plain Text.
  • Flag: we’ll turn off this option in the data table, and convert cells to plain text where we simply spell out the flag color (green, blue, etc.).
  • Multiple choice: we’ll turn off this option in the data table and render existing cells as Plain Text. We will also remove the ability to toggle to another choice. Existing Socrata forms powered by a multiple choice drop-down will continue to work, but no new forms can be created with multiple choice drop-downs.

Known Issues

  • The ability to change datatypes and API field names are currently not available. These features will be released before the new data table becomes the default experience.
  • When you apply conditional formatting in the new data table, clicking apply will not show the changes. You most click save in order to see the new formatting.
  • Column totals are not currently available. These features will be released before the new data table becomes the default experience.
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