Exploring data - send to snapshot

James T Sidebotham
James T Sidebotham Contributor
in Ideas board

When exploring data, there is an option to download data. When performing analysis, it would be helpful to have an option that is 'Send to Snapshot'. Currently have to download data and then upload into a dataset, whereas this approach would be easier.

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Gathering interest · Last Updated

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  • Danny Roden
    Danny Roden Administrator

    Is this as a consumer user or a designer UI (e.g. mid-workflow design)?

  • James T Sidebotham
    James T Sidebotham Contributor

    Probably more appropriate for a designer. When directly going into a dataset > explore mode, it would be another option next to the 'Download data'. So perhaps same conditions as when the 'Download data' option is triggered? Thx

  • Danny Roden
    Danny Roden Administrator

    For designer users, when browsing and exploring datasets, Views are probably the best approach to do what you're asking here. If you're simply exploring data in the 'Datasets' or even 'Views' area of the product, you'll see the option to 'Save as View' or 'Save as Workflow':

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    Similarly when you're within a workflow, and exploring interactively there, you can add your explore actions to the workflow:

    image.png

    And, lets say you've been doing some ad-hoc exploration that's created a branch in your workflow and you want to save that as a 'snapshot' you could do so with a 'view':

    image.png

    Hope that helps?

  • James T Sidebotham
    James T Sidebotham Contributor

    Yes i think the 'Save as Workflow' comes closest if exploring data directly from within the dataset screen (then in the workflow have to create a step to send to Snapshot) . As always, there are pros and cons to any solution. Thanks

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