New Default Experiences for the Dataset Table and Visualization Filters

New Dataset Experience Now the Default Experience

Over the last month you may have noticed that your Socrata site was updated with the new dataset experience. This new experience has a more modern design, supports larger datasets and faster load times, and allows for easier editing of information like column fields and descriptions.

DatasetGrid.png

The release to make this new experience the default for every site took longer than originally planned, and we apologize if that caused any confusion. If you have any questions about this update or the new grid view in general, please let us know at support@socrata.com.

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

 

Visualization Filters are Interactive by Default

One of the most important features of the visualization canvas is the ability to expose filters to viewers to enable self-service data exploration and analysis. The visualization canvas also supports hidden filters, which are only accessible to editors, and not viewers.

Previously, filters in the visualization canvas defaulted to “hidden” - not usable by the viewer. Based on customer feedback, we’ve decided to make visualization features viewer-editable by default, to encourage visualization creators to leverage that critical exploration functionality.

Additionally, new filter options for “contains,” “does not contain,” and “starts with” are available for text columns, making it easier to filter down to the data you need.

Read this Knowledge Base article for more details on how visualizations work.

 

Editing with the New Import Experience

Earlier this year the new import experience was released in preview, allowing you to do an initial import of a dataset through this new web experience. Starting next week, any dataset that is imported through the preview will also be edited through the new experience, rather than the current append/replace wizard.

EditDSMP.png

If you haven’t had a chance to try out the new experience, here’s a reminder of what you can expect to see:

  • Adaptive to your publishing workflow: different steps can be started at different times and owned by different people
  • Fast feedback and validation: see errors while the data is still being processed, and confirm changes look as expected immediately
  • No longer all or nothing: if your data has errors, they are set aside for you to correct while the rest of the file finishes importing
  • Speedy: import files more quickly, such as a 100K row dataset in 40 seconds, and start editing data after 10 seconds
  • More configurations: settings such as “trim whitespace” and setting the column separator (delimiter) can be set in the UI

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

 

Small Updates & Bug Fixes

  • In the new dataset experience, text searches have been improved for better search results.
  • Visualization canvas
    • The direction that labels on a column chart are shown can now be changed between “up” and “down.”
    • Chart labels for grouped data is now more accurate.
    • Removing a flyout detail no longer resets the color settings.
    • The text within a chart flyout is now always white (on a black background) for improved contrast.
  • The default column widths for the table that appears on the Primer page now have a max width, making it easier to scan the dataset.

 


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

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