junlincc opened a new issue #14474: URL: https://github.com/apache/superset/issues/14474
Note: This is 1/3 of a greater proposed effort in Data Visualization Enhancement, Reorganization and Revamp ### **Background** As of today, Superset has grown from a Hackathon project to a full-fledged BI tool with over 50 out-of-the-box visualization plugins offered. Users appreciate Superset for providing a variety of visualization options, though the organic growth of the product throughout the years has led to increasing difficulty in navigating in the gallery page, and creating visualizations efficiently. **Goal** Posting 3 SIPs in related areas, and the shared end goal of SIP65, 66 and 67 is to improve the time-to-value in creating meaningful charts using Superset. |Less disorganized and stand alone plug-ins| Cleaner Gallery modal and control layout | More powerful charts! ### Problem Statement **Problem 1- Disorienting Gallery page** The visual clutter and design debt we accumulated the last few years makes it hard—especially for the new Superset users—to get a good idea of all the visualizations available at a glance, and to easily select the one that best serves their charting purposes. **Competitive analysis** We did some competitive analysis to understand what are the main chart types other data analytics tools offer, and how others organize. In summary of the research, Superset offers a wider range of selections, compared to tools that are at similar maturity level, for example Mode, Metabase, Data Studio, Sisense, Logi Analytics and even Chartio. Superset also has great advantages in extensibility and customization, thanks to the effort made in Dynamic Viz plug-ins system. However, we identified some gaps compared to more mature BI tools like PowerBI and Tableau. Charts that we are missing in Superset include Combo/Composed charts, Project management charts(mentioned in roadmap item #), e.g. gantt, funnel and waterfall chart, and chart variations, e.g. column chart(horizontal bar), multi row big number/cards etc. Based on the research we’ve done, there’s no question that integrating new charts that are mentioned above should also be part of the data visualization reorganization/redesign effort, in order to advance in the BI landscape. ### **Proposed Solutions for Problem 1 Gallery Page Redesign** <img width="1084" alt="Screen Shot 2021-05-04 at 2 18 29 PM" src="https://user-images.githubusercontent.com/67837651/117071204-a0303680-ace3-11eb-9e2f-6f26364e3410.png";> We are taking a three-step approach to solve this problem. **Step 1** : Categorize the existing charts Option 1: Based on dataset type, Current category: Time-series, Comparison, Composition, Geospatial etc. https://docs.preset.io/docs/the-right-chart-for-your-data Option 2: Based on business use Popular, KPI, Analysis, Project management, Maps and Others Option 3: Abstract - D3 category Distribution, Ranking, Correlation, Part of a Whole, Evolution, Flow and Maps https://www.d3-graph-gallery.com/ **Please note that whichever solution we land on, users may find the same chart appears in more than one chart categories.** [](https://api.gh-polls.com/poll/01F4WMV9QTPQS6CXAERD4CV9M4/Option%201/vote) [](https://api.gh-polls.com/poll/01F4WMV9QTPQS6CXAERD4CV9M4/Option%202/vote) [](https://api.gh-polls.com/poll/01F4WMV9QTPQS6CXAERD4CV9M4/Option%203/vote) **Step 2** : Decide which charts are “gallery worthy” Different BI tools have different sets of charts available in their galleries. We have to make this choice too, since we have several charts with several different variations, and layers of variations. For example, should “Pie Chart” and “Donut Chart” be 2 separate charts in the gallery? On one hand we can argue that they are essentially the same chart with just a visual difference. On the other hand, both of these charts are popular and many BI tools have them as separate options in their galleries. What about Scatter Plot and Bubble Chart? Other examples: Line vs smoothed line. Horizontal bar vs vertical bar vs stacked bar vs 100% stacked bar (this is an example of layers of variations) Area chart with circle markers vs area chart with triangle markers vs area chart with square markers (this is an extreme example) So, what variations of charts will we show in the gallery? Where do we draw the line between “too granular” and “too general”? **How we’re attempting to approach this question:** 1. Look at comparable products 2.Come up with a list of principles that might guide what is chart worthy? - "do people generally think of this as a visualization type?" - should we make “x” chart a separate option from “y” chart in the gallery if: a) it adds a new dimension of understanding? b) it changes the shape of the visualization? c) It takes at least n number of control changes to go from x to y? d) n of the above principles are met? _Please let us know which of above principles should we take into consideration._ Poll: 1) Horizontal and vertical Bar are the same chart type 2) Donut and Pie Chart are the same chart type 3)Line and smooth line are the same chart type <p><a href="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/2%20and%203/vote";><img src="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/2%20and%203"; alt=""></a> <a href="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/2%20only/vote";><img src="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/2%20only"; alt=""></a> <a href="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/3%20only/vote";><img src="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/3%20only"; alt=""></a> <a href="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/1%20%2C%202%20and%203/vote";><img src="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/1%20%2C%202%20and%203"; alt=""></a> <a href="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/They%20should%20all%20have%20different%20entry%20point%20in%20the%20gallery%2C%20regardless/vote";><img src="https://api.gh-polls.com/poll/01F4WMP8SP3T55M7B5290DMP3R/They%20should%20all%20have%20different%20entry%20point%20in%20the%20gallery%2C%20regardless"; alt=""></a></p> Other considerations: What we select as gallery worthy will inform how controls on the control panel will be organized. Ideally, we would be able to make non essential changes to charts in the same place. And if charts x and y are two separate charts displayed in the gallery and they serve different purposes, in Explore to go from x to y you’d need to pull up the gallery to change as a conscious decision. **Step 3**: Implement a robust viz search that help user select the right viz type Under the assumption that we want to make as many chart types visible in the hierarchy of the category as possible without overwhelming the users, we will be implementing a few new features in the gallery to improve the time-to-select-chart. Text description, including general purpose, use case and supported data type etc. Tag. e.g. tag Spider for Radar Chart as a.k.a. Thumbnail example. Search bar that covers metadata, including all mentioned above^ We want to include an “All charts” category for users to quickly search across different sections. -- This is an automated message from the Apache Git Service. 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