Allow users to tag dashboards

[mnemalur]

Make sure these boxes are checked before submitting your issue - thank you!

• [ Y] I have checked the superset logs for python stacktraces and included it here as text if any
• [ Y] I have reproduced the issue with at least the latest released version of superset
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Superset version

0.19

Expected results

I Would love to find a way to group multiple dashboards into logical groups and restrict access to each group.
Like Folder A -- > Dashboard1, Dashboard2, Folder B -- > Dashboard3, Dashboard4 etc..
When we list all Dashboards on the screen once you have too many , u need to use the filter criteria,.
Instead can we group them.

Actual results

Steps to reproduce

[rumbin]

I second that. It would be useful to provide folders (or tags?!) for, e.g., departments or other categorical criteria.

[xrmx]

I use the datasources as a way to distinguish between departments / whatever.

[graceguo-supercat]

We will provide Tabs for dashboard, currently under design and discussion.

[bbs2009]

It would be nice to do the slices too

.(provide folders (or tags?!))

[alanmcruickshank]

@graceguo-supercat

I love the idea of tagging, rather than tabs or folders. That would allow a single dashboard to appear in multiple groups.

If we do go down that route - I'd love to be able to set a specific tag to control the dashboards available on the welcome page. That way we can direct people to a specific curated set of dashboard as a starting point.

[rpwils]

I agree this is a nice feature, we want to role this out to 2000 people and the more we can group the better.
Has anyone done any more design on limiting view of slices and dashboards besides the default with data sources? On think i was thinking if we get the feature in this issue, maybe we can get by with having a simple version of the privs. with a private flag. By default a private flag would limit the dashboard to just the user who created it. Might need to carry that down to slices. Should I start a thread on that?

[luciuschina]

Group the dashboards into Folders，I like this feature.

[mistercrunch]

I also prefer tagging over groups

[mistercrunch]

Few notes:

• tags should be create as a many to many relationship in the db, eventually can be reused to tag slices using the same tag namespace but that lower pri
• most of the UI stuff (filtered Dashboard list view, tag creation / association) can be done automagically in FAB by just setting the model and modelviews properly
• tags should be surfaced right of the dashboard title ("label-default"), with click navigation taking users to filtered dashboard list

[alanmcruickshank]

To summarise some of the things people have mentioned, and some things which are still a bit less defined.

General Concensus Summary

• Tags or Folders?: Tags
  • Many to many relationships. i.e. one tag can be applied to many dashboards, one dashboard may have many tags.
• Same namespace to tag both dashboards and slices. By clicking on a tag you can see both the dashboards and slices associated with that tag. Effectively filtering the list
• Tags will be shown as coloured tabs just to the right of the dashboard title. Bootstrap badge style

Open Questions

• Some people have mentioned tags which would confer some special functionality, like a private tag which means only you can see it, or a featured tag which would automatically bring things to the front of a list - or put them onto the front page. Is this something where there are sufficiently few use cases that we should have a few "magic" tags which have special hardcoded features - or is this something that should be configurable.
  • as a followup, are there certain tags which should be automatically implemented as a result, i.e. bundled into a standard setup when calling superset init.
  • should some tags be automatically applied to new slices - e.g. a slice is automatically tagged as private until explicitly shared? Perhaps a dashboard should be automatically private until tagged with the shared tag - although my preference is to default to shared rather than default to private.
• Should tags all be the same colour (grey/superset-teal) - or is colour something that should be configurable for a given tag?
• Should tags be visible on the dashboards themselves? Or are they something that is just shown in list views etc...? Likewise should tags for slices be shown on the explore view?

What do you guys reckon? Anything else I've missed?
@mistercrunch @xrmx @graceguo-supercat @luciuschina @rpwils @rumbin @bbs2009 @mnemalur

[rpwils]

Hi Alan, Thanks for writing this up. here are my 2 cents. 1. I like the idea of having a "private" or "published" tag for dashboards, maybe that can be a setting to default them dashboards as private or not? 2. As for other Magic tags, I like the idea of using a tag to bring dashboards to the front. Not sure its essential. 3. People seem to like different colored tags, Im not really all that concerned. 4. I don't think they need to be on the dashboard itself, it would only take up room. Would this also go on slices?

…

On Tue, Dec 5, 2017 at 1:41 PM, Alan Cruickshank ***@***.***> wrote: To summarise some of the things people have mentioned, and some things which are still a bit less defined. General Concensus Summary - Tags or Folders?: *Tags* - Many to many relationships. i.e. one tag can be applied to many dashboards, one dashboard may have many tags. - Same namespace to tag both dashboards and slices. By clicking on a tag you can see both the dashboards and slices associated with that tag. Effectively filtering the list - Tags will be shown as coloured tabs just to the right of the dashboard title. Bootstrap badge style <https://getbootstrap.com/docs/4.0/components/badge/> Open Questions - Some people have mentioned tags which would confer some special functionality, like a private tag which means only you can see it, or a featured tag which would automatically bring things to the front of a list - or put them onto the front page. Is this something where there are sufficiently few use cases that we should have a few "magic" tags which have special hardcoded features - or is this something that should be configurable. - as a followup, are there certain tags which should be automatically implemented as a result, i.e. bundled into a standard setup when calling superset init. - should some tags be automatically applied to new slices - e.g. a slice is automatically tagged as *private* until explicitly shared? Perhaps a dashboard should be automatically private until tagged with the *shared* tag - although my preference is to default to shared rather than default to private. - Should tags all be the same colour (grey/superset-teal) - or is colour something that should be configurable for a given tag? - Should tags be visible on the dashboards themselves? Or are they something that is just shown in list views etc...? Likewise should tags for slices be shown on the explore view? What do you guys reckon? Anything else I've missed? @mistercrunch <https://github.com/mistercrunch> @xrmx <https://github.com/xrmx> @graceguo-supercat <https://github.com/graceguo-supercat> @luciuschina <https://github.com/luciuschina> @rpwils <https://github.com/rpwils> @rumbin <https://github.com/rumbin> @bbs2009 <https://github.com/bbs2009> @mnemalur <https://github.com/mnemalur> — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <#3821 (comment)>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AHOWzECpct2mbN8lHpCCchZIRu3yMSIeks5s9ZxRgaJpZM4QYrRW> .

[rpwils]

hi @alanmcruickshank just checking in to see if you have been able to make progress?

thanks!

[tcollier1975]

Agreed! @alanmcruickshank logical groupings of dashboards would be an extremely valuable functionality to have. Our list of dashboards are getting a little out of hand.

[rpwils]

@mistercrunch
Looking at taking a stab at this as we could really use it... from you comments above. does this work for you on the db side. 3 simple tables

tags
id
tag_name
tag_color
….

dashboard_tags
id
dashboard_id
tag_id

slices_tags
id
slice_id
tag_id

[alanmcruickshank]

@rpwils - I've not managed to make a stab at this, been completely snowed with a couple of other things. I like your suggested table schema. Having a separate id primary key column in dashboard_tags and slices_tags is in line with the format of dashboard_slices rather than having a two column table with a composite primary key.

The existing table slice_user suggests that we should call the tag table slice_tag rather than slices_tags.

[mcdavey17]

And allowing permissioning based on tags would be a good solution to #1799.

[mistercrunch]

Well @mcdavey17 that may mean seriously restricting who can tag dashboards though.

[alanmcruickshank]

Permissions on tags could be a useful second stage but seems like a lot of scope creep for "tagging v1". For it to not be super restrictive - we could assume all tags can be freely used and created but that there are a subset of specific "protected" tags which require specific permissions (and optionally those tags could also impart specific effects to the objects tagged with them). Building things that way could also be nice in keeping the mechanics of tags and the effects they impart separate.

On Mon, 19 Feb 2018, 00:22 Maxime Beauchemin, ***@***.***> wrote: Well @mcdavey17 <https://github.com/mcdavey17> that may mean seriously restricting who can tag dashboards though. — You are receiving this because you were mentioned. Reply to this email directly, view it on GitHub <#3821 (comment)>, or mute the thread <https://github.com/notifications/unsubscribe-auth/AEdFuIZTBN4F-rYrEjnx6Ad43zw6qCNlks5tWL6ugaJpZM4QYrRW> .

--

…

_______ Alan Cruickshank E: alanmcruickshank@gmail.com T: +44 770 6851825

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