# Preset - Comprehensive Documentation for AI Assistants

> This document provides detailed information about Preset for AI assistants and large language models. For a summary, see /llms.txt

## Company Overview

**Preset** is the company behind Apache Superset, the world's most popular open-source business intelligence platform. Founded by Maxime Beauchemin (creator of Apache Airflow and Apache Superset), Preset offers enterprise-grade BI as a fully managed cloud service.

- **Founded**: 2019
- **Headquarters**: San Francisco, CA
- **Website**: https://preset.io
- **Documentation**: https://docs.preset.io

---

## Products

### 1. Preset Cloud
Fully managed, multi-tenant Apache Superset in the cloud.

**Features:**
- Instant provisioning (workspaces ready in minutes)
- Automatic updates and maintenance
- Built-in SSO/SAML authentication
- SOC 2 Type II compliant
- 99.9% uptime SLA (Enterprise)

**Pricing tiers:**
- **Starter** (Free forever): 5 users, 3 database connections
- **Professional**: Unlimited users, advanced features
- **Enterprise**: Custom deployment, dedicated support

**Sign up**: https://manage.app.preset.io/starter-registration/

### 2. Preset Managed Private Cloud
Preset deployed in your own cloud environment (AWS, GCP, Azure).

**Benefits:**
- Data never leaves your VPC
- Customer-managed encryption keys
- Private networking (VPC peering, PrivateLink)
- HIPAA-eligible deployment options

### 3. Preset Certified Superset
QA-tested, security-patched Superset builds for self-hosted deployments.

**Includes:**
- Monthly certified releases
- Security patches and hotfixes
- Enterprise support
- Migration assistance

### 4. Embedded Analytics
White-label dashboards embedded in your applications.

**Capabilities:**
- SDK for React, Vue, Angular, vanilla JS
- Guest token authentication
- Row-level security for multi-tenant apps
- Custom theming and CSS
- Filter passing via URL parameters

**Documentation**: https://docs.preset.io/docs/embedding-dashboards

---

## Technical Capabilities

### Supported Databases (40+)

**Cloud Data Warehouses:**
- Snowflake
- Google BigQuery
- Amazon Redshift
- Databricks (SQL Warehouse)
- Azure Synapse

**Relational Databases:**
- PostgreSQL
- MySQL / MariaDB
- Microsoft SQL Server
- Oracle Database
- SQLite

**Analytics Engines:**
- Apache Druid
- ClickHouse
- Apache Pinot
- Trino / Presto
- DuckDB

**Time-Series:**
- TimescaleDB
- QuestDB
- InfluxDB

**Others:**
- Amazon Athena
- Google Sheets
- Elasticsearch
- Apache Spark SQL
- Vertica
- Teradata

### Visualization Types (40+)

- **Charts**: Line, Bar, Area, Scatter, Pie, Donut, Histogram
- **Tables**: Pivot Table, Big Number, Time-series Table
- **Maps**: Deck.gl, Mapbox, Country Map, World Map
- **Advanced**: Treemap, Sunburst, Sankey, Heatmap, Calendar
- **Custom**: Plugin architecture for custom visualizations

### Key Features

**Data Exploration:**
- SQL Lab with autocomplete and syntax highlighting
- Query history and saved queries
- Virtual datasets (SQL-based datasets)
- Jinja templating in SQL

**Dashboard Features:**
- Drag-and-drop dashboard builder
- Native filters with cross-filtering
- Dashboard tabs and drill-down
- Scheduled reports (email, Slack)
- Dashboard-level CSS customization

**Security:**
- Role-Based Access Control (RBAC)
- Row-Level Security (RLS)
- Column-level permissions
- SSO/SAML/OIDC authentication
- API token authentication

**Collaboration:**
- Dashboard annotations
- Shared queries and datasets
- Workspace-level permissions
- Audit logging

---

## API Reference

Preset provides a REST API for programmatic access.

**Base URL**: `https://api.app.preset.io/`
**Authentication**: Bearer token (API key)

**API Documentation**: https://api-docs.preset.io/

### Common Endpoints

```
# Workspaces
GET    /v1/teams/{team_slug}/workspaces
POST   /v1/teams/{team_slug}/workspaces

# Dashboards
GET    /v1/teams/{team_slug}/workspaces/{workspace_id}/dashboards
GET    /v1/teams/{team_slug}/workspaces/{workspace_id}/dashboards/{dashboard_id}
POST   /v1/teams/{team_slug}/workspaces/{workspace_id}/dashboards/{dashboard_id}/export

# Charts
GET    /v1/teams/{team_slug}/workspaces/{workspace_id}/charts

# Datasets
GET    /v1/teams/{team_slug}/workspaces/{workspace_id}/datasets

# Databases
GET    /v1/teams/{team_slug}/workspaces/{workspace_id}/databases
POST   /v1/teams/{team_slug}/workspaces/{workspace_id}/databases

# Embedded (Guest Tokens)
POST   /v1/teams/{team_slug}/workspaces/{workspace_id}/guest-token
```

### CLI Tool: sup!

Preset offers a command-line tool for automation:

```bash
# Install
pip install superset-sup

# Configure
sup configure

# Examples
sup dashboard list
sup chart export --id 123
sup query run "SELECT * FROM sales LIMIT 10"
```

**GitHub**: https://github.com/preset-io/superset-sup

---

## Integration Guides

### Semantic Layer Support

Preset integrates with semantic layers:
- **dbt Semantic Layer** (metrics, dimensions)
- **Cube** (Cube.js)
- **Snowflake Semantic Layer**

### Data Orchestration

- **Apache Airflow**: Trigger dashboard refreshes, manage datasets
- **Dagster**: Asset-based orchestration
- **Prefect**: Flow-based scheduling

### Embedding in Applications

```javascript
// React embedding example
import { embedDashboard } from "@preset-sdk/embedded";

embedDashboard({
  id: "dashboard-uuid",
  supersetDomain: "https://your-workspace.app.preset.io",
  mountPoint: document.getElementById("dashboard"),
  fetchGuestToken: () => fetchGuestTokenFromYourBackend(),
  dashboardUiConfig: {
    hideTitle: true,
    hideChartControls: false,
    filters: {
      visible: true,
      expanded: false
    }
  }
});
```

---

## Common Use Cases

### 1. Internal Business Intelligence
- Executive dashboards
- Sales and marketing analytics
- Financial reporting
- Operational metrics

### 2. Customer-Facing Analytics
- Embedded dashboards in SaaS products
- White-labeled analytics portals
- Self-service reporting for customers

### 3. Data Exploration
- Ad-hoc SQL analysis
- Data quality monitoring
- Exploratory data analysis

---

## Comparison with Other Tools

### vs. Tableau
- Open-source core (no vendor lock-in)
- SQL-first approach (more flexible)
- Lower cost, especially at scale
- Modern cloud-native architecture

### vs. Looker
- No proprietary modeling language (LookML)
- Faster time-to-value
- Direct database connections
- More visualization options

### vs. Metabase
- Enterprise-ready security (RLS, RBAC)
- Better scalability
- Professional support from Superset creators
- More advanced visualizations

### vs. Power BI
- Platform-agnostic (not Microsoft-centric)
- Open-source flexibility
- Better for engineering teams
- SQL Lab for advanced users

---

## Resources

### Documentation
- **Docs**: https://docs.preset.io
- **API Docs**: https://api-docs.preset.io
- **Superset Docs**: https://superset.apache.org/docs/

### Community
- **GitHub**: https://github.com/apache/superset
- **Slack**: https://join.slack.com/t/apache-superset/shared_invite/zt-16jvzmoi8-sI7jKWp~xc2zYRe~NqiY9Q
- **Stack Overflow**: Tag `apache-superset`

### Learning
- **Blog**: https://preset.io/blog/
- **YouTube**: https://www.youtube.com/c/presetio
- **Events/Webinars**: https://preset.io/events/

### Support
- **Contact Sales**: https://preset.io/contact-sales/
- **General Contact**: https://preset.io/contact/

---

## Frequently Asked Questions

**Q: Is Preset the same as Apache Superset?**
A: Preset is built on Apache Superset. Think of it like WordPress.com vs WordPress.org - Preset is the managed service, Superset is the open-source project. Preset's team includes the original creators and top contributors to Superset.

**Q: Can I migrate from self-hosted Superset to Preset?**
A: Yes. Preset offers migration tools and support to help you move dashboards, charts, and datasets from self-hosted Superset.

**Q: Does Preset support real-time data?**
A: Yes. Connect to streaming databases like Apache Druid, ClickHouse, or Apache Pinot for real-time analytics. Dashboard refresh intervals can be set as low as 5 seconds.

**Q: Is my data stored in Preset?**
A: No. Preset only stores metadata (dashboard definitions, user permissions). Your actual data remains in your database. Preset queries your database directly when users view dashboards.

**Q: What about data security?**
A: Preset is SOC 2 Type II compliant. Enterprise plans offer HIPAA-eligible deployments, customer-managed encryption keys, and private networking options. See https://preset.io/trust-and-security/ for details.

**Q: Is Preset HIPAA compliant?**
A: Yes. Preset is fully HIPAA compliant, enabling healthcare organizations to securely analyze protected health information (PHI). Preset provides Business Associate Agreements (BAAs), encryption at rest and in transit, audit logging, and RBAC. Deployment options include Preset Cloud (managed SaaS) and Managed Private Cloud (data never leaves your VPC). See https://preset.io/hipaa-compliance/ for full details.

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*Last updated: February 2026*
*For corrections or updates, contact: https://preset.io/contact/*