Prior releases of DSA User Inteface Types

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DSA User Interface Types supported Jun/2018 to Jun/2019

DSA Automatic Distribution Module:

The Automatic Distribution module allows the scheduling of individualized PDF or PNG reports to an unlimited number of recipients via shared folders and/or emails.

For instance, automatically emailing a 'Weekly Sales by Customer' report. The VP of Sales receives the report with all sales, while each salesperson receives their individual sales.

Viewer:

Slicing & dicing of reports on web and mobile. It includes a Tableau OEM Server User with up to Interactor role rights. The features below are available for Viewer users. However, admin users can control the actual features available to individuals or groups of users.

- Consuming preconfigured reports, views, dashboards and stories on web and mobile devices (native apps for Android and iOS).

- Custom views: Ability to create and share custom views from existing reports based on personalized filters and sorts.

- Downloading of underlying data.

- Creating and consuming report subscriptions and data-driven alerts.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Sorting by field/manual sorting.

- Charts: Features Show Me button and the Analytics tab.

- Filters: Popular filter features including global filters.

- Extensive ad hoc analysis capabilities. IMPORTANT: Viewer users can create - but NOT save - any ad hoc analysis aside from Custom views. The features below are available, but can't be saved:

  • Creating new queries and dashboards.
  • Create and edit new calculated fields and groups.
  • Metadata management: Rename field names.

Explorer:

For creation, publishing, and slicing & dicing of reports on web and mobile devices. It includes a Tableau OEM Server User with up to Site Administrator role rights.

Explorer users have all the Viewer rights, plus web edit with publishing rights (Publishing means the ability to prepare and save reports for other users):

  • Ability to save changes to existing reports and dashboards.
  • Ability to create, save and publish new reports and dashboards.

- Explorer with Site Admin credentials may also configure:

  • Web Server Site administration features.
  • Web Server Site security settings.

Creator:

For creation, publishing and slicing & dicing of reports on desktop, web and mobile devices. It includes a Tableau Desktop and a Tableau OEM Server User with up to Site Administrator or Server Administrator (on-premises) role rights. Individual users' features and rights are configurable by Creators with full admin rights.

Creator users have all the Explorer rights, plus a fuller set of:

- The Desktop client provides the complete set of analysis, reporting and dashboarding features.

- The desktop client usually provides faster user-interface interactions.

- Data connections: Create and edit data connections (data sources). The Tableau OEM version requires all data to pass through DataSelf's data warehouse. For more information, read https://dataself.com/tableau-retail-oem/ and contact us.

- Create and edit new sets, parameters, bins, groups, and actions.

- Metadata management: Edit and change field names and values (such as hierarchies, renaming, change data types); edit titles/captions/annotations.

- Charts: Add reference lines or edit axis on charts; mapping features; dual axis charts.

- Filters: Make global filters or apply them to the non-active worksheet; use of filtering options (such as wildcard, condition and top).

- Creators with Site Administrator or Server Administrator (on-premises only) role may also configure:

  • Web Server administration features.
  • Web Server security settings.



DSA User Interface Types supported Feb/2015 to May/2018

Publisher

For creation, publishing and slicing & dicing of reports. It includes a Tableau OEM Desktop and a Tableau OEM Server User. This is the most powerful desktop/web/mobile option. Individual users' features and rights are configurable by Publishers with full admin rights.

- The desktop client usually provides faster user-interface interactions and faster query response times. The Desktop client is usually the most productive tool for users doing extensive ad-hoc analysis and/or report publishing.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Creating and consuming data-driven alerts.

- Creating and changing dashboards layouts.

- Showing history options for pages shelf (trails, length, fade).

- Sorting by field/manual sorting.

- Creating and consuming preconfigured reports, views, dashboards and stories on all supported devices.

- Full ad hoc capabilities.

- Data connections: Create and edit data connections, edit relationships in blends, or create primary groups in blends.

- New objects: Create and edit new calculated fields, sets, groups, parameters, actions, bins.

- Metadata management: Edit and change field names and values (such as hierarchies, renaming, change data types); edit titles/captions/annotations.

- Charts: Features Show Me button and the Analytics tab. Add reference lines or edit axis on charts; tweaking of mapping such as changing locations, background images, or map options; dual axis charts.

- Filters: Make global filters or apply them to the non-active worksheet; use of filtering options (such as wildcard, condition and top).

- Publishing tool for Desktop Reader and Web/Mobile users.

- Publishers with Admin credentials may also configure:

-- DSA Web Server administration features.

-- DSA Web Server security settings.

Power user:

For creation, slicing & dicing of reports on web and mobile devices. It includes a Tableau OEM Server User. Individual users' features and rights are configurable by Creators with full admin rights.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Creating and consuming data-driven alerts.

- Creating and changing dashboards layouts.

- Showing history options for pages shelf (trails, length, fade).

- Sorting by field/manual sorting.

- Creating and consuming preconfigured reports, views, dashboards and stories on web and mobile devices.

- Extensive ad hoc capabilities.

- Data connections: Enable/disable default relationships in blends.

- New objects: Create and edit new calculated fields and groups.

- Meta data management: Rename field names and change some data types.

- Charts: Features Show Me button and the Analytics tab.

- Filters: Popular filter features including global filters.

Viewer:

Standard slicing & dicing of reports on web and mobile. It includes a Tableau OEM Server User without Editing rights.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Creating and consuming data-driven alerts.

- Consuming preconfigured reports, views, dashboards and stories on web and mobile devices.

- Ad hoc features that can be made available: filters, sorting, selection of data sets, tooltips, keep/exclude only, drill down to lower levels of dimensions.


DSA User Interface Types supported Nov/2014 to Feb/2015

DSA Power-User:

Allows creation, publishing and slicing & dicing of reports and dashboards on desktop, web and mobile devices. This is the most powerful desktop/web/mobile option. Individual users' features and rights are configurable by power-users with full admin rights.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Consumes preconfigured reports, views and dashboards.

- Creation of new reports and views.

- Extensive ad hoc capabilities.

- Creation and change the layout of dashboards.

- Data connections: Create and edit data connections, edit relationships in blends, or create primary groups in blends.

- New objects: Create and edit new calculated fields, sets, groups, parameters, actions, bins.

- Meta data management: Edit and change field names and values (such as hierarchies, renaming, change data types); edit titles/captions/annotations.

- Charts: Add reference lines or edit axis on charts; add trendlines/forecasting to charts; tweaking of mapping such as changing locations, background images, or map options; dual axis charts.

- Filters: Make global filters or apply them to the non-active worksheet; use of filtering options (such as wildcard, condition and top).

- Show history options for pages shelf (trails, length, fade).

- Sorting by field/manual sorting.

- Publishing tool for Desktop Reader and Web/Mobile users.

- Power Users with Admin credentials may also configure:

-- DSA Web Server administration features.

-- DSA Web Server security settings.


DSA Viewer-User:

Allows limited slicing & dicing of published reports and dashboards on web and mobile devices.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Consumes preconfigured web/mobile reports, views and dashboards.

- Ad hoc features that can be made available: filters, sorting, selection of data sets, tooltips, keep/exclude only, drill down to lower levels of dimensions.


DSA Automatic Distribution Module:

The DSA Distribution Module schedules and emails individualized pdf, png, or xlsx reports to an unlimited number of recipients via shared folders and/or emails.


Tableau Desktop Reader:

This is a limited desktop option designed for the consumption of reports and dashboards. These users rely on DSA Power-users to receive manually refreshed data.

- Reads packaged workbooks (.twbx) manually created and refreshed by a DSA Power user.

- Ad hoc features that can be made available via .twbx files: filters, sorting, selection of data sets, tooltips, keep/exclude only, drill down to lower levels of dimensions.

- Printing and exporting to PDF.



DSA User Interface Types supported until Oct/2014

DSA Web/Mobile Power-User:

This is the most powerful web/mobile option designed for people who want to take control of their data analysis needs. Individual users' features and rights are configurable by power-users with full admin rights.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Consumes preconfigured web/mobile reports, views and dashboards.

- Creation of new reports and views.

- Extensive ad hoc capabilities.

- Power Users with Admin credentials may also configure:

-- DSA Server administration features.

-- DSA Server security settings.


DSA Web/Mobile Viewer-User:

This is a popular web/mobile option designed for the consumption of reports and dashboards.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Consumes preconfigured web/mobile reports, views and dashboards.

- Ad hoc features that can be made available: filters, sorting, selection of data sets, tooltips, keep/exclude only, drill down to lower levels of dimensions.


DSA Desktop:

This is the most powerful user interface option designed for people who want to take control of their data analysis needs, as well as for the authoring of DataSelf Analytics data connections and publishing for web/mobile and reader users.

- Extensive ad hoc capabilities.

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

- Creation of new reports, views and dashboards.

- Dashboard, reports and data rendering can be controlled by user credentials.

- Creation and change the layout of dashboards.

- Data connections: Create and edit data connections, edit relationships in blends, or create primary groups in blends.

- New objects: Create and edit new calculated fields, sets, groups, parameters, actions, bins.

- Meta data management: Edit and change field names and values (such as hierarchies, renaming, change data types); edit titles/captions/annotations.

- Charts: Add reference lines or edit axis on charts; add trendlines/forecasting to charts; tweaking of mapping such as changing locations, background images, or map options; dual axis charts.

- Filters: Make global filters or apply them to the non-active worksheet; use of filtering options (such as wildcard, condition and top).

- Show history options for pages shelf (trails, length, fade).

- Sorting by field/manual sorting.

- Publishing tool for Desktop Reader and Web/Mobile users.

Tableau Desktop Reader:

This is a limited desktop option designed for the consumption of reports and dashboards. These users rely on DSA Desktop users to receive manually refreshed data.

- Reads packaged workbooks (.twbx) manually created and refreshed by a DSA Desktop user. These .twbx files are regular regular Windows and Mac files.

- Ad hoc features that can be made available via .twbx files: filters, sorting, selection of data sets, tooltips, keep/exclude only, drill down to lower levels of dimensions.

- Printing and exporting to PDF.

DSA Distribution Module Users:

The DSA Distribution Module allows the automatic refresh and sharing of reports and dashboards with an unlimited number of users via shared folders and/or emails. It requires at least one Web/Mobile power-user. In other words, these users receive their own specific refreshed reports and dashboards via email and/or shared folder on an schedule basis. These reports and dashboards are available in PDF and/or PNG format.