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Posted to notifications@superset.apache.org by GitBox <gi...@apache.org> on 2019/03/07 23:49:27 UTC
[GitHub] [incubator-superset] dorq opened a new issue #6997: [Design
Proposal] New Dashboard Creation flow
dorq opened a new issue #6997: [Design Proposal] New Dashboard Creation flow
URL: https://github.com/apache/incubator-superset/issues/6997
This is a proposal for multiple changes to the current dashboard creation flow. Please share any concerns or comments directly in this issue.
## How to access the new dashboard flow
We recently added a universal “New” button to the Superset navigation bar:
This “New” button is available from every page in Superset. Users enter the flow proposed here by selecting the “New… Dashboard” option.
## New Dashboard Creation Flow (proposed)
### If the user doesn’t yet have any of their own charts...
If the user doesn’t yet have any of their own charts, this is what they will see:
Note these changes from the current experience:
- Opening directly into this editor shortcuts the current multi-stage process to get to this point, including a placeholder title.
- Sidebar + toolbar at left of the window rather than the right. We're suggesting to move it to the left for two main reasons:
1) The Chart and SQL editors use side panels on the left, so this makes all the flows consistent.
2) New users often don't know what to do, so this new design puts the key actions at the top left of the window where users are more likely to see them.
- What was previously under “Your charts and filters” is expanded to take up the whole sidebar
- Structural tools like tabs, rows, dividers are now contained in a vertical toolbar. Tooltips will show the associated action (e.g., “Drag to insert tabs”)
- New textual cue on the blank canvas: “Create a chart to place it on the canvas”
- There is a new button to create a new chart. This “Create new chart” button takes the user to the chart creation flow as described [here](https://github.com/apache/incubator-superset/issues/6996) in a new tab. This button is sticky at the top of the panel. Note: If possible, the tabs should communicate so that once the chart is created it shows in the dashboard automatically.
### If the user has already created at least one chart...
If the user has already created at least one chart, this is what they will see:
In addition to the sidebar and toolbar changes mentioned above, note these changes from the current experience:
- Users can preview their charts with thumbnails
- New textual cue on the blank canvas: “Drag and drop items here”
- We add **Sort** and **Filter** capabilities at the top of this list (sticky at top of panel).
- Sort options:
- Recent (modified date - DEFAULT)
- Datasource name
- Vis type (e.g., dist_bar)
- The filter searches:
- Datasource name
- Vis type (e.g., dist_bar)
### If the user edits an existing dashboard...
If the user edits an existing dashboard, this is what they will see:
This is the same as the current editing experience except for the sidebar and toolbar changes mentioned above.
## How to move forward
Lyft is proposing these changes as a result of research and many iterations with multiple teams. Airbnb (cc @elibrumbaugh) will further iterate if needed, but at the time of this proposal, the general consensus is that this is an improvement on the current UX for dashboard creation, so we would like to enable development of this ASAP.
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