Difference between revisions of "DSA User Interface Types"

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(Creator (formerly Publisher))
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== Creator (formerly Publisher) ==
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== Creator: ==
 
For creation, publishing and slicing & dicing of reports. It includes a Tableau OEM Desktop and a Tableau OEM Server User.
 
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 Creators with full admin rights.  
 
This is the most powerful desktop/web/mobile option. Individual users' features and rights are configurable by Creators with full admin rights.  
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-- DSA Web Server security settings.
 
-- DSA Web Server security settings.
  
== Explorer (formerly Power user): ==
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== Explorer: ==
  
 
For creation, slicing & dicing of reports on web and mobile devices. It includes a Tableau OEM Server User.
 
For creation, slicing & dicing of reports on web and mobile devices. It includes a Tableau OEM Server User.

Revision as of 17:56, 1 July 2018

You can connect to DataSelf Analytics (DSA) by several means including your PC, Mac, the web, and mobile devices. DSA reports can also be sent by email.

A user interface is the means by which you communicate with and control your DSA reports, views and dashboards.
You may access the user interfaces via the following methods:

  • A web browser connected to your DSA Server over the internet or internal network (intranet).
  • A mobile device connected to your DSA Server over the internet or internal network.
  • A PC or Mac running DSA Desktop.
  • Individuals can also receive DSA views (reports and dashboards) by email.

A report (or "view") is a tabular report comprised of columns and rows, or by a graphical report (a chart).
A dashboard is usually comprised of one or more reports shown together. Dashboards maximum layout size is 4000x4000 pixels.


Creator:

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 Creators 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.

- Creators with Admin credentials may also configure:

-- DSA Web Server administration features.

-- DSA Web Server security settings.

Explorer:

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 Automatic Distribution Module:

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


Prior releases of DSA User Inteface Types