Ability to Group Charts And Dashboards via Tags or Folders

[kevinpostlewaite]

Is your feature request related to a problem? Please describe.
It's difficult to find specific charts and dashboards that I've created.

Describe the solution you'd like
As a user, I would like to be able to logically group my charts and my dashboards. I would like either folders or to be able to filter by tags when accessing the list of charts and dashboards.

Additional context
This is a much requested feature with many closed issues:

• Allow users to tag dashboards from November, 2017
• Folder structure for dashboard and slice from December, 2017
• Organising Charts List from April, 2019
• Group Dashboards folders or tags from April, 2019
• Ability to Tag Charts for Easy Filtering

There's even a PR but it appears that it may need to be rewritten to be accepted:
Tagging frontend

[eugeniamz]

Did you see SIP-34.
A lot of changes in the UI are happening. Check there and add your comments

[kevinpostlewaite]

Thanks @eugeniamz! That proposal is really impressive and I look forward to seeing the results. There's a lot there and I may have missed something but I didn't see any impact on grouping charts/dashboards although it looks like search in general is improved. What I would like (and don't see in that proposal) is a way for me to put charts/dashboards for, say "Marketing" or "Finance" in one directory, or apply different tags, so that I can limit my search/list display appropriately. Even though Search is improved in that proposal I don't see a way to limit to a cross-cutting subset of my charts/dashboards. Maybe this could be done by artificially creating duplicates of underlying data references, one per discriminating category value, but that would be sub-optimal.

[eugeniamz]

Great feedback!! I will share this with Preset designers team.

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[bkyryliuk]

+1 to the @kevinpostlewaite feature request.
This is smth we would love to see as well

[rubypollev]

+1, this is important to our team.

[isunix]

What @kevinpostlewaite said is really what we need now, folders to organize our dashboards

[junlincc]

🏷search

[junlincc]

We are exploring global search which will be able solve the problem you have -
It's difficult to find specific charts and dashboards that I've created. tag and folder certainly could be alternative solutions. we would love to hear more about the use cases from you. @kevinpostlewaite @isunix @rubypollev @betodealmeida

[rubypollev]

Tags more useful at this time than folders, but folders would be great. Many tags to one chart / query for analytics approved queries, OKR queries, marketing-related / product-related queries, etc. would be soo helpful.

[chuancyzhang]

+1

[EBoisseauSierra]

@junlinc Having directories would help “dashboard consumers” to easily find/explore available dashboards. This way has — imho — a few advantages over tags:

1. Directories can be nested (what has pros and cons compared to multiple same-level-tags).
2. It's “push” rather than “pull” exploration: users are shown the various directories they can access, rather than having to guess what it the right tag to search for (is it “finance”, “finances”, “financial”, “revenue”, …?).
3. At start (blank search), you're not overwhelmed with all the dashboards you have access to; you're shown the top-level directories instead.

That's how Metabase does it and our novice users have found it — except the fact they confusingly call directories “collections” — quite convenient.

[shawnz42]

+1, this is important to our team.

[junlincc]

@EBoisseauSierra thanks for elaborating your business needs for folders/directories, and the pros and cons of different solutions. we were gonna implement global search for Superset 1.0 but the project has been reprioritized. it's good to know how other BI tools are solving content exploration challenge and how their solution is meeting your needs.
we should reconsider different options for content discoverability next year. @Steejay

[timoh]

👍 this our team is also bumping into so many dashboards. The search of course helps a bit, but the problem often is that the search only helps if you know what you're searching for.

Thus, having tags would be really helpful, as they can be used in all kinds of ways and are more flexible than folders, as you can form multiple parallel flexible hierarchies which folders do not enable. Github Issues' labels are a great example: you can have "categories of labels" just by using a colon, such as how this project uses them: enhancement:committed or enhancement:request

So in a similar way you could have for example: department:marketing and project:supersecretproject or whatever you like

[rubenssoto]

Hello Guys,

Any news about this?
It is a great feature

[abstractor84]

As the number of charts and dashboards growing day by day in our organization, without this feature, we are struggling a lot.
Either of this search / tags would help us.

[tomasfarias]

Just commenting to add my support for this feature.

As we have added hundreds of dashboards, navigating and searching for relevant data has become a hassle for our analyst teams. We have had to resort to naming convention strategies, which are difficult to enforce and don't work very well.

A folder or tagging solution supported by Superset itself seems like it would help a lot, so I'd appreciate any comments regarding the viability of implementing a feature like this. Thanks!

[thazur1]

+100 from my side as well. This is such an important feature that would leverage the product immensly.

[Madhukarsprabhakara]

+1

[gus-fr]

+1 would love to see this feature in a future implementation of superset

[cccs-rc]

+1

[nikhil-kuyya-talentas]

my Organization gives priority to chart over dashboard for the user.
because they are simple then dashboard and gives exploration and less overhead for the simple user.
So having tags helps the user to get the chart what needed directly and see the result.