# Preset (Apache Superset) — Business Intelligence & Dashboards

Preset (Apache Superset) by Preset, Inc. holds a panel rating of 3.5/5 from 6 AI judges (category median 3/5), as of 2026-11-01. Provenance: Rest of world; sovereignty: not determined.

- Vendor: Preset, Inc. (https://preset.io)
- Category: [Business Intelligence & Dashboards](https://whats-best.ai/software/business-intelligence.md)
- Provenance (editorial classification): Rest of world
- Canonical page: https://whats-best.ai/software/business-intelligence/preset
- Alternatives: https://whats-best.ai/software/business-intelligence/preset/alternatives ([markdown](https://whats-best.ai/software/business-intelligence/preset/alternatives.md))
- Data as of: 2026-11-06 · evaluated 2026-11-01 · oldest source captured 2026-11-01

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Preset, Inc.
- Headquarters: Not stated on the vendor’s pages as of 1 Nov 2026
- Data hosting: Not stated on the vendor’s pages as of 1 Nov 2026
- Free plan: Yes, per the vendor’s own page [S4]
- Starting price: “Starter Explore Superset in the cloud, free forever for small teams. $0 Forever, for up to 5 users.” (vendor’s words) [S4]

## The panel's verdict

Preset is a fully-hosted cloud service for Apache Superset from Preset, Inc. of San Francisco. Weighted totals span 6.1 to 7.2, and on every criterion the judges' scores fall within a single point, so no material disagreement emerged. Sharing and embedding is the strongest area at 7–8: embedding via iframe and SDK with guest tokens carrying row-level security rules per viewer is documented end to end, and viewer licences are publicly priced at $500/month for 50 licenses. Governance and portability also scores 7–8, on eight workspace roles and row-level security documented to the WHERE clause. Sovereignty is the outlier at 3–4: contracts run under California law on multi-tenant AWS, the privacy policy says information may be transferred, processed and stored anywhere in the world including the United States, and the MCP gateway runs in the United States even for EU-hosted workspaces; we found no public information on a data processing agreement or an EU contracting entity. Pricing transparency scores 5–6: Starter and Professional prices are published, but Enterprise, which holds SSO, SCIM, audit logs and SSH tunnels, is quote-only.

**Speaks for it:**
- Queries run live on your own database with no extracts or data dumps stored on Preset.
- Embedding is documented end to end, delivered by iframe and SDK, with guest tokens carrying row-level security rules per viewer.
- Embedded viewer licences are publicly priced at $500/month for 50 licenses with volume discounts up to 90%.
- Every chatbot-generated query is visible, editable and bound by the same row-level security as the dashboards.
- Eight workspace roles and row-level security documented to the WHERE clause sit beside named on-premise and Managed Private Cloud editions.

**Held against it:**
- Sovereignty scores 3–4: a San Francisco entity under California law on multi-tenant AWS, where a Stockholm region is selectable but no default region is stated.
- The privacy policy says information may be transferred, processed and stored anywhere in the world including the United States, and we found no public information on a data processing agreement or an EU contracting entity.
- The MCP gateway runs in the United States even for EU-hosted workspaces — though workspace data stays in its hosting region — and the chatbot routes through OpenRouter, Anthropic, OpenAI and Google Vertex AI.
- Cross-database joins are documented as not supported, and the cloud service only connects to publicly addressable databases unless SSH tunnels are added on the Enterprise plan.
- The Enterprise tier holding SSO with SCIM, audit logs, dbt and API access is quote-only, and we found no public information on minimum term, VAT treatment or the price of the self-hosted editions.

**Best for:**
- You are embedding analytics in your own product and need per-viewer row-level security plus a viewer-licence price you can build into your own pricing.
- You want managed Apache Superset in the cloud, with on-premise and Managed Private Cloud deployments named as options.
- Your security posture requires that queries run live on your own database with no extracts stored by the vendor.
- You need one semantic layer with certified metrics for a team mixing SQL analysts and no-code dashboard builders.

**Avoid if:**
- You need a European contracting entity and a published data processing agreement before signing.
- Your databases sit behind a firewall or your reporting depends on cross-database joins, which the documentation states are not supported.
- You must be able to compute your full annual cost from public prices, since Enterprise and the self-hosted editions are quote-only.
- Your AI-assistance chain cannot route through a United States-based gateway or US model providers.

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price, or the judge found no public information on that criterion.

| Criterion | The Finance Controller | The Managing Director | The Data Analyst | The IT Administrator | The SaaS Product Lead | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Data sources, connectors & refresh | 3.5/5 | 3/5 | 3.5/5 | 3.5/5 | 3/5 | 3.5/5 |
| Dashboards, charts & interactivity | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| Self-service analysis & shared metrics | 3.5/5 | 3.5/5 | 4/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| Sharing, scheduled reports & embedding | 4/5 | 3.5/5 | 4/5 | 4/5 | 4/5 | 4/5 |
| Access control, administration & portability | 4/5 | 3.5/5 | 4/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| European sovereignty | 2/5 | 1.5/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Pricing transparency | 2.5/5 | 2.5/5 | 3/5 | 2.5/5 | 3/5 | 2.5/5 |
| **Weighted verdict** | **3.5/5** | **3/5** | **3.5/5** | **3/5** | **3.5/5** | **3/5** |

### The judges

- **The Finance Controller** (v1.0): Head of controlling at a 250-person machine builder in Baden-Württemberg. Closes the month from DATEV, the ERP, the CRM and a dozen Excel files that colleagues still mail around, and spends two days a month copying numbers into the management report. Wants the sources connected and refreshed on a schedule, one definition of contribution margin on every page, a report that prints cleanly for the advisory board, and data that stays where the auditors expect it.
- **The Managing Director** (v1.0): Runs a 40-person service company with HubSpot, an online accounting tool, a help desk and a project management app, and no one whose job is data. Wants revenue, pipeline, utilisation and open tickets on one screen in the office and on their phone, set up in an afternoon from ready-made connectors, a weekly summary in the inbox on Monday morning, and a price that does not double when the whole team wants to look.
- **The Data Analyst** (v1.0): The first data hire at a Hamburg e-commerce scale-up, with orders, marketing spend and customer data landing in a PostgreSQL warehouse every night. Answers the same question three times a week because every department computes revenue differently. Wants a SQL editor and a query builder for colleagues, metrics defined once in a model that lives in Git, natural-language questions that show the query they ran, and a way out that does not mean rebuilding every dashboard.
- **The IT Administrator** (v1.0): IT lead at a mid-sized healthcare supplier whose reports touch customer, pricing and employee data. Is asked to approve a BI tool after a department has already started a trial. Reads where extracts and caches are stored, whether the tool reaches the ERP database through a gateway or wants it opened to the internet, whether sales sees only its own region, and whether single sign-on and an audit log come with the plan or behind a sales call. Prefers an edition they can run themselves.
- **The SaaS Product Lead** (v1.0): Product lead at a Vienna software company selling fleet management to 600 business customers, each of whom asks for reports the team keeps building by hand. Wants dashboards embedded in the product under its own brand, every customer seeing only their own rows, customers building their own views without a ticket, and an embedding licence whose cost they can put into the product's price before signing.
- **The Skeptic** (v1.0): Has seen "connect any data source" on a tool with eight connectors and a CSV upload, "self-service" that ends with every department defining revenue its own way, "free viewers" that need a paid licence to open a shared link, and "AI insights" that never show the query. Asks where the extracts are stored, whether dashboards and definitions can be exported in a format another tool reads — and what leaving would cost.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Hosting location | Not determined | — | — |
| Hosting options | Not determined | — | — |
| Open source | Not determined | — | — |
| Data processing agreement | Not determined | — | — |
| Transfer impact assessment | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Chatbot baa: yes [S7]
- Chatbot no model training: no [S7]
- Encryption at rest: data and metadata · AES-256 [S6]
- Encryption at rest: AES 256 [S15]
- HIPAA: yes [S6]
- Ids: yes [S6]
- Mcp no model training: no · no [S7]
- Pci dss: 2 [S6]
- Pentesting: yes · 3 [S6]
- Secure sdlc: yes [S15]
- SOC 2: yes [S2]
- SOC 2: yes [S6]
- SOC 2: yes · yes [S15]
- Tls encryption: TLS 1.3+ [S15]
- Tls in transit: 1.2 [S6]
- Vanta monitoring: Vanta · yes [S6]
- Workforce security: yes · yes · quarterly [S6]

**Data**
- Chatbot retention: hard-deleted · 6 [S7]
- Customer data scope: Customer Data processing governed by customer contracts, not the privacy notice [S7]
- Mcp gateway log retention: 15 [S7]
- Mcp token handling: yes · yes [S7]
- User content deletion: yes · no [S8]

**Hosting**
- Allowlist regions: us-west-2 (us1a) · us-east-1 (us2a) · eu-north-1 (eu5a) · ap-northeast-1 (ap1a) [S9]
- Cloud provider: AWS · multi-tenant [S6]
- Company address: San Francisco · CA [S2]
- Mcp gateway region: United States · yes [S7]
- Publicly addressable only: Only publicly addressable databases can be connected [S9]

**Integrations**
- API: yes [S2]
- Embedded viewer license price: 50 · 500 [S4]
- Preset API team members: Preset API exposes Get Team Members endpoint returning email addresses and Preset usernames [S17]
- Rls jinja username: Advanced RLS can use Jinja macros with current_username() to filter data based on the user's login username [S17]
- Supported databases: Airtable · Amazon Athena · Amazon DynamoDB · Amazon Redshift · Apache Doris · Apache Drill · Apache Druid · Apache Hive · Apache Impala · Apache Kylin · Apache Pinot · Apache Spark SQL · Aurora MySQL (Data API) · Aurora PostgreSQL (Data AP… [S9]

**Legal**
- Address: 548 Market St, PMB 51897, San Francisco, CA 94104-5401 [S3]
- Address: 548 Market St, PMB 51897, San Francisco, CA 94104-5401 [S4]
- Address: 94104-5401 · San Francisco · CA · 548 Market St, PMB 51897 [S5]
- Address: 548 Market St, PMB 51897, San Francisco, CA 94104-5401 [S6]
- Address: 94104-5401 · San Francisco · CA · 548 Market St, PMB 51897 [S8]
- Address: 94104-5401 · San Francisco · CA · 548 Market St, PMB 51897 [S7]
- Company entity: Preset, Inc. [S3]
- Copyright: Preset, Inc. [S2]
- Copyright: 2026 · Preset, Inc. [S5]
- Entity: Preset, Inc. [S4]
- Entity: Preset, Inc. · US [S6]
- Entity name: Preset Inc. [S8]
- Entity name: Preset, Inc. [S7]
- Feedback license: no · yes [S8]
- Governing law: California law; Northern District of California courts [S8]
- Liability cap: 100 [S8]
- Minimum age: 18 [S8]
- Privacy contact email: privacy@preset.io [S7]
- Privacy notice updated: June 8, 2026 [S7]
- Privacy policy reference: yes [S8]
- Termination right: info@preset.io · yes [S8]
- Terms last updated: August 12, 2021 [S8]
- User content license: non-exclusive, transferable, worldwide, royalty-free, sublicensable · operating and providing the Site [S8]
- Warranty disclaimer: yes [S8]

**Pricing**
- AI trial: 14 [S4]
- Embedded addon: Professional · Enterprise · 500 · 50 [S4]
- Embedded license definition: Viewer licenses allow access to embedded dashboards without a Preset account, with limited interactive capabilities [S4]
- Embedded trial included: admin · 14 · yes [S4]
- Embedding trial: yes [S15]
- Enterprise addons: API access; dedicated support via Slack; embedded dashboards; viewer licenses up to 90% volume discounts [S4]
- Enterprise discounts: Viewer license discounts; unlimited licensing; volume pricing [S4]
- Enterprise features: Additional workspaces; dbt integration; Managed Private Cloud deployment; SSH tunnel database connections; SSO + SCIM; audit logs & usage metrics; Enterprise SLA; AI Chatbot with own OpenRouter API key; MCP Server integration [S4]
- Enterprise price: custom · yes [S4]
- Professional features: Unlimited users; 3 workspaces; RBAC; scheduled email reports & alerts; Slack integration for alerts; multi-region support; standard customer support; AI Chatbot trial [S4]
- Professional price: 20 · 25 [S4]
- Professional trial: 14 [S4]
- Starter features: Unlimited dashboards & charts; 40+ visualization types; no-code chart builder; collaborative SQL editor; semantic layer; 1 workspace, up to 5 users [S4]
- Starter price: free forever · 5 · 0 [S4]

**Product**
- Agor website: Agor project at agor.live, includes open-source software; Agor Cloud has separate privacy policy [S7]
- AI chatbot: yes · yes [S1]
- AI features: Preset Chatbot · Preset MCP [S8]
- AI security model: yes [S2]
- Alert trigger definition: Alert triggers on a logical condition (event) in the data [S16]
- Alerts reports: Slack · email [S2]
- Alerts reports actions: execution log · edit · delete [S16]
- Alerts reports active toggle: Each alert/report has an Active toggle to enable or disable it [S16]
- Alerts reports definition: Alerts are event-triggered notifications; Reports are scheduled notifications [S16]
- Alerts reports delivery channels: email · Slack [S16]
- Alerts reports plan requirement: Professional · Enterprise [S16]
- Alerts reports roles: Intended for Primary Creators and Workspace Admins; additional access via Team Admin [S16]
- Alerts reports status filters: Any · Success · Working · Error · Not Triggered · On Grace [S16]
- API access model: request access / contact team [S5]
- API dbt integration: yes [S5]
- API purpose: Preset API enables managing user access, workspaces, and assets as code [S5]
- API use cases: User and Team Management · Dataset Management · Annotation Layer Management · Workspace Management · Chart Management · Reports · Database Connection Management · Dashboard Management · Permissions Management [S5]
- Autoscaling: Automated provisioning scales from 0 to thousands of users [S3]
- Caching: yes [S2]
- Calculated columns: Calculated columns use SQL expressions and are not available in SQL Lab [S13]
- Chatbot: yes [S2]
- Chatbot capability: AI-powered assistant for data exploration and SQL generation [S7]
- Chatbot default availability: may be enabled by workspace administrator · enabled by default, can be disabled at workspace level [S7]
- Chatbot optional: no · no [S7]
- Chatbot pii retention: no [S7]
- Column sync from source: Sync Columns from Source fetches updated metadata from the dataset source [S13]
- Credential connection databases: Google BigQuery · PostgreSQL · Snowflake · MySQL · Amazon Redshift · Google Sheets [S9]
- Cross database joins unsupported: no [S9]
- Cross filtering active filters indicator: An icon on each chart shows the number of cross-filters applied to it [S11]
- Cross filtering definition: Apply a data element from a chart as a filter across all eligible charts in the dashboard [S11]
- Cross filtering disable option: Cross-filtering can be disabled via the Gear icon in the dashboard filter bar by unchecking "Enable cross-filtering" [S11]
- Cross filtering eligible charts: Area Chart, Bar Chart, Generic Chart, Graph Chart, Line Chart, Mixed Chart, Pivot Table Chart, Scatter Plot, Smooth Line Chart, Stepped Line Chart, Funnel Chart, Gauge Chart, Pie Chart, Sunburst Chart, Treemap Chart, Radar Chart, all Table… [S11]
- Cross filtering filter bar visibility: Active cross-filters are visible in the dashboard filter bar [S11]
- Cross filtering multiple filters: yes [S11]
- Cross filtering one per chart: dashboard filter bar · yes [S11]
- Currency chart types: Table · Pivot Table · Big Number · Big Number with Trendline · Series Echarts · Pie · Gauge · Funnel · Treemap [S13]
- Dar navigate location: Data Access Roles accessed via Settings in the Toolbar [S18]
- Dar permission types: all database access · all dataset access · all query access · database access · catalog access · schema access · dataset access [S18]
- Dashboard css: yes [S2]
- Dashboard interactor access: yes · dashboards only [S18]
- Dashboard viewer access: no · dashboards only [S18]
- Database import from file: yes [S9]
- Dataset folders: Dataset folders organize metrics and columns in Explore; beta, managed via API [S13]
- Dataset source types: Datasets can be Physical (table-backed) or Virtual (SQL query-backed) [S13]
- Dbt core cli sync: dbt Core sync via Preset CLI; dbt Cloud sync via UI [S14]
- Dbt enterprise only: Enterprise · yes [S14]
- Dbt integrations: Integrates with dbt and Cube transformation layers [S14]
- Dbt single model metrics: no · yes [S14]
- Dbt sync datasets: dbt models/metrics sync as Preset datasets [S14]
- Default ports: 3306 · 5439 · 5432 [S9]
- Deployment models: yes · yes [S2]
- Deployment options: Preset Cloud · Managed Private Cloud · Preset On-Prem · Preset Certified Superset [S3]
- Deployment options: Preset Cloud; Managed Private Cloud; Preset On-Prem; Preset Certified Superset; Embedded Dashboards [S4]
- Deployment options: Preset Cloud, Managed Private Cloud, Preset On-Prem, Preset Certified Superset, Embedded Dashboards [S5]
- Editions: Preset Cloud · Managed Private Cloud · Preset On-Prem · Preset Certified Superset · Embedded Dashboards [S8]
- Embedded dashboards: yes [S2]
- Embedded dashboards: Embedded dashboards let you integrate and embed analytics inside your application, product, or service [S3]
- Embedded sdk: Embedded SDK supports custom color palettes and custom CSS [S3]

**Subprocessors**
- Chatbot llm providers: OpenRouter · Anthropic · OpenAI · Google Vertex AI [S7]
- Chatbot subprocessor list URL: preset.io/Preset-Sub-Processors.pdf [S7]
- Mcp providers: Auth0 · sign-in · Amazon Web Services · hosting the gateway · Datadog · logs and monitoring [S7]

**Support**
- Connection walkthroughs: Amazon Athena · Amazon Redshift · Apache Druid · Aurora MySQL (Data API) · Aurora PostgreSQL (Data API) · Databricks · Google BigQuery · Google Sheets (Public) · Google Sheets (Private) · MySQL · PostgreSQL · Snowflake · Trino [S9]
- Cookie tracking: yes · yes · yes · yes [S7]
- Live help: Live Help Thursdays offered [S17]
- Onboarding workshop: yes [S17]

81 more facts on the canonical page: https://whats-best.ai/software/business-intelligence/preset

## Questions

### Is Preset (Apache Superset) European?

No. whats-best.ai classifies Preset (Apache Superset) as Rest of world.

### Where does Preset (Apache Superset) store data?

Not stated on the vendor’s pages as of 1 Nov 2026.

### Does Preset (Apache Superset) have a free plan?

Yes. Preset (Apache Superset) has a free plan, per [the vendor’s page captured 1 Nov 2026](https://whats-best.ai/evidence/14006).

### What are the best alternatives to Preset (Apache Superset)?

As of 1 Nov 2026, the panel rates [Metabase (3.5/5)](https://whats-best.ai/software/business-intelligence/metabase), [Holistics (3/5)](https://whats-best.ai/software/business-intelligence/holistics) and [Luzmo (3/5)](https://whats-best.ai/software/business-intelligence/luzmo) highest among the other 15 Business Intelligence & Dashboards products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Luzmo](https://whats-best.ai/software/business-intelligence/luzmo) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Preset (Apache Superset) alternatives](https://whats-best.ai/software/business-intelligence/preset/alternatives).

## What this page leaves out

- 30 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 compliance facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 4 hosting facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 data facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 pricing fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 subprocessors fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 2 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor homepage: https://preset.io/ (checked 2026-11-01)
- [S2] Features page: https://preset.io/product/ (checked 2026-11-01)
- [S3] Features page (embedded dashboards): https://preset.io/embedded-dashboards/ (checked 2026-11-01)
- [S4] Pricing page: https://preset.io/pricing/ (checked 2026-11-01)
- [S5] API documentation: https://preset.io/api/ (checked 2026-11-01)
- [S6] Security / trust page: https://preset.io/trust-and-security/ (checked 2026-11-01)
- [S7] Privacy policy: https://preset.io/privacy-policy/ (checked 2026-11-01)
- [S8] Terms of service: https://preset.io/terms-of-service-product-website/ (checked 2026-11-01)
- [S9] Data sources, connectors & refresh — found from sitemap: https://docs.preset.io/docs/connecting-your-data (checked 2026-11-01)
- [S10] Data sources, connectors & refresh — found from sitemap: https://docs.preset.io/docs/import-a-database (checked 2026-11-01)
- [S11] Dashboards, charts & interactivity — found from sitemap: https://docs.preset.io/docs/cross-filtering (checked 2026-11-01)
- [S12] Dashboards, charts & interactivity — found from sitemap: https://docs.preset.io/docs/interactive-pivot-table (checked 2026-11-01)
- [S13] Self-service analysis & shared metrics — found from sitemap: https://docs.preset.io/docs/semantic-layer (checked 2026-11-01)
- [S14] Self-service analysis & shared metrics — found from sitemap: https://docs.preset.io/docs/dbt-integration (checked 2026-11-01)
- [S15] Sharing, scheduled reports & embedding — found from sitemap: https://docs.preset.io/docs/dashboard-embedding (checked 2026-11-01)
- [S16] Sharing, scheduled reports & embedding — found from sitemap: https://docs.preset.io/docs/alerts-reports (checked 2026-11-01)
- [S17] Access control, administration & portability — found from sitemap: https://docs.preset.io/docs/row-level-security-rls (checked 2026-11-01)
- [S18] Access control, administration & portability — found from sitemap: https://docs.preset.io/docs/role-based-access-security-rbac (checked 2026-11-01)
- [S19] Self-hosting / on-premises installation docs — found from the homepage: https://preset.io/certified-superset/ (checked 2026-11-01)

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Cite as: whats-best.ai, "Preset (Apache Superset) — Business Intelligence & Dashboards", AI panel analysis, as of 2026-11-06. https://whats-best.ai/software/business-intelligence/preset

Corrections: https://whats-best.ai/correct/1262?target=page
