Reusable and Shareable Data Sources

User Problem

Manually establishing data source connections can be a repetitive and time-consuming process. Currently, users may find themselves spending several minutes configuring the same connection parameters every time they start a new project. This redundancy creates a barrier to entry for new analysis and increases the likelihood of configuration errors. Additionally, within team environments, individual team members often have to reinvent the wheel by setting up their own connections to the same "trusted" data sources, leading to fragmented workflows and inconsistent data access.

What is it?

Reusable and Shareable Data Sources is a management feature integrated with the platform's data chat agent. It allows users to leverage an interactive, guided setup process to establish a connection once and store it as a persistent asset. This feature is intended for integration into Plotly Cloud Teams, enabling a centralized repository of verified connections that can be managed and shared across an entire data organization.

What does it allow users to do?

This feature streamlines the transition from setup to insight by providing the following capabilities:

• Guided Configuration: Users can build complex data connections interactively with the assistance of a chat agent, reducing the technical burden of initial setup.

• One-Click Reuse: Once a connection is established, users can instantly apply it to subsequent projects without re-entering credentials or parameters.

• Team Collaboration: Team members can share access to these data sources, ensuring everyone on a project is working from the same "source of truth."

• Faster Project Onboarding: By eliminating the multi-minute setup phase for known databases, users can bypass administrative hurdles and begin data visualization or analysis immediately.