Improved Experiences for Editing Data and Internal Navigation (14 May 2018)

Editing Data with the New Import Experience

Earlier this year a brand new data import experience was released in preview to all data publishers. The preview to date has only supported the initial import of datasets, but as of today any dataset that is created through the preview experience will now also be edited through the same new experience.

While editing your dataset is very much like the experience when you initially imported it, there are a few important benefits to keep in mind:

  • Every edit, including metadata, is staged on a draft: Previously metadata changes were saved immediately to the live dataset. Now, every edit is saved to a draft that is created and updated quickly.
  • Re-run saved configurations and transforms on updates: Configurations or transforms set up on the initial upload will re-run the next time you replace or update your file, saving you time cleaning data prior to import.
  • Update your rows using row IDs: For datasets with row identifiers, updating your data with the “diff” (changed and new rows) will process your update just like an upsert process. No automation or coding needed!

Additionally, this new edit experience has the same benefits as the initial import: adaptive to your publishing workflow, fast feedback and validation, no longer all or nothing, speedy, and more configurations.

We are rolling out this experience to all customer sites over the next couple of weeks, so keep an eye out for this update on your site.

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

 

Improving Internal Navigation

A few weeks ago, site headers and navigation were updated for users across the platform, improving users’ awareness of their context and reducing the number of header “bars” consuming valuable space at the top of users’ screens.

In addition to this update, we also added a new ability for Site Administrators and Designers to configure “Internal Navigation” links, which allow these users to create a menu of essential links, documents, and resources internal to their organization. Configured links will appear as a menu for all “Site Members” (i.e. users with a role), but will not be visible or available to public Community Members.

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In addition, for sites with multiple configured languages, we also added the ability for internal users to navigate across configured locales using a simple language-picker dropdown.

 

Updates to the Activity Log Coming Soon

Today the Activity Log shows you all activity related to data updates, such as automation jobs and manual updates, which is helpful for keeping track of data changes and triaging issues. And starting this week, some exciting new updates will be coming to your Activity Log page.

First, in addition to data updates, new data and user-based events where content or access to that content might have changed will now be listed in the Activity Log. This will help Administrators keep track of important changes across a Socrata site.

ActivityLogUI.png

Second, with more events added to the current table, you’ll see an updated page with more flexible filtering and searching to help you drill into the information you need.

Keep an eye out for this update to the Activity Log, as well as release notes with more details, in the coming week.

 

Continued Updates to the Dataset Experience

Since making the new dataset experience available for technical preview in October 2017 and rolling out the new dataset experience as the default experience over the past few months, there has been a ton of positive feedback regarding the faster load times, the enhanced support for larger datasets, and the improved UX for editing information like column fields and descriptions.

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Alongside these improvements are adjustments in the platform behavior and how data is formatted. For example, to improve page load and query performance, the data displayed in the table pulls from a version of the data that may have a slight delay in data updates, and some data types like flags and stars have been changed to display as text and numbers.

Read this Knowledge Base article for more details on how the new dataset experience works, including changed behavior and deprecations.

 


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

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