Getting Started with Plotly Studio

Follow this guide to learn how to create an app from a dataset in Plotly Studio. To get started, if you haven't already, download and install Plotly Studio.

Opening Plotly Studio and logging in

When you open Plotly Studio, select Login to get started or log in with Dash Enterprise. See the Installing and Setting Up Plotly Studio page for more details on installing and logging into Plotly Studio for the first time.

Creating a project

When you log in for the first time, Plotly Studio opens on the New Project page where you can start creating your app. In Plotly Studio, a Project holds your app’s data, the prompts used to generate the app, and generated code.

The next time you open Plotly Studio you’ll be taken to a list of existing projects, where you can select + New Project to start a new project.

Uploading data

The dataset that you choose for your app must be a CSV or Parquet file and cannot be larger than 200 MB.

Drag and drop a your dataset file or select and choose a file to upload, and then select Next.

If you don't have a dataset to use, select Try sample data.

Setting context and goals

Provide additional context and goals to Plotly Studio if you'd like to guide Plotly Studio's generation of your initial app and select Done. For example, you can tell Plotly Studio about specific charts or types of analysis you'd like to see. Select Skip if you don't want to provide additional context or goals. Plotly Studio will still be able to generate an app based on just your dataset.

Context and goals tips

Here are some ideas to help you guide Plotly Studio during app generation:

• A brief description of the analysis you'd like Plotly Studio to do with the data.
• Details about the dataset that may help Plotly Studio with its analysis. For example, details about the dataset origin or how to interpret it.
• A list of questions you would like the analysis to answer.
• A list of columns in the data that you’d like Plotly Studio to focus on.
• Details about the type of charts you would like to see.

Generating the app outline and app

Select Generate Outline. Plotly Studio generates an outline of the app it's going to build.

This outline has initial prompts that describe different aspects of the app at a high level. The outline also contains a Title and Description, which will appear in the generated app.

Make any changes you'd like to the app outline and select Generate Application. For example, you can add or remove charts, or provide additional instructions on how you'd like to see the app themed.

Plotly Studio starts generating your app based on the app outline. Once the generated app is ready, on the App Summary page, you'll see a preview.

Making changes to the app

From the sidebar on the left, you’ll find menu options to see and update specific parts of the app. All of the app’s components, such as the filter component, and individual charts are available here. Under Setup in the sidebar, there are also menu options to configure the app's data and theme.

Select an option and you'll see a preview, outline, a specification, and code:

You can also access this page for editing a specific part of the app from the app preview on the App Summary page:

Note: A preview is not available for the Layout.

Outline

The outline is a high-level description of this specific part of the app. Updates to the outline regenerate the app and update the preview.

Preview

This is a preview of this specific part of the app.

Specification

The specification is a natural language description of the Python code. When updating the outline, you can copy parts of the specification into the outline if there are parts of the existing app that you want to retain.

Code

Editable Python code that uses Dash, Plotly, and other Plotly libraries. It is what powers the app and preview and is published to Plotly Cloud. It updates when you make outline updates.

See the Working with Code in Plotly Studio page for a complete guide to how Plotly Studio generates code and how to make updates.

Updating components

Each generated app has the following components:

• Filter component
• Data cards
• Data table
• Charts

Select a component to see options to update it. When you select the component, you'll see a preview of that component as well as an outline, specification, and code.

To update a component, edit its Outline and select the regenerate button:

You can also generate a new version of the component using the same outline with the Remix option.

Regeneration updates the preview, specification, and the code.

If you have a plan that supports it, you can also update the code directly from the Code tab.

Updating the app layout

The app Layout section (under Setup) is how the app is structured, what components it includes, and the order in which they are displayed. Update the layout by changing the outline, or select Remix to regenerate using the existing outline.

If your plan supports it, you can also update the code directly.

Updating the app theme

The app Theme section (under Setup) is how the app is styled, and what colors and typography it uses. Update the theme by changing the outline, or select Remix to regenerate using the existing outline.

If your plan supports it, you can also update the code directly. The code is a Dash Design Kit theme file.

Updating how data is processed

The app Data section (under Setup) is how data for the app is transformed. Update how data is transformed by changing the outline, or select Remix to regenerate using the existing outline.

If your plan supports it, you can also update the code directly.

Adding and removing components

An app's data cards, data table, and charts can be deleted. To delete a component, hover over the component name in the sidebar and then select its delete button:

You can also add additional charts. To add a new chart:

1. Select + Add in the charts section in the sidebar:

2. Describe the type of chart you’d like to add to the app and select Add chart.

Publishing the app

Once you are happy with your app, you can publish it to Plotly Cloud or Dash Enterprise by selecting Publish.

Select the link displayed to go to the app:

After making changes to the app, update the published live app using Republish: