Difference between revisions of "DSA User Interface Types"

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== DataSelf User Interface Types ==
 
== DataSelf User Interface Types ==
  
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.
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A ''user interface'' is the means by which you communicate with and control your DataSelf reports, views and dashboards.<br />
 
 
A ''user interface'' is the means by which you communicate with and control your DSA reports, views and dashboards.<br />
 
 
You may access the user interfaces via the following methods:
 
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).
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* A web browser connected to your DataSelf Web Server over the internet or intranet.
* A mobile device connected to your DSA Server over the internet or internal network.
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* A mobile device (iOS and Android apps) connected to your DataSelf Web Server over the internet or intranet.
* A PC or Mac running DSA Desktop.
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* A PC or Mac running DataSelf Desktop.
* Individuals can also receive DSA views (reports and dashboards) by email.
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* Individuals can also automatically receive DataSelf reports and dashboards by email and/or shared folders.
 
 
A ''report'' (or "view") is a tabular report comprised of columns and rows, or by a graphical report (a chart).<br />
 
A ''dashboard'' is usually comprised of one or more reports shown together. Dashboards maximum layout size is 4000x4000 pixels.<br />
 
  
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== DSA Automatic Distribution Module: ==
  
== DSA Automatic Distribution Module: ==
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The Automatic Distribution module allows the scheduling of individualized PDF or PNG reports via shared folders and/or emails.
  
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.
 
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: ==
 
== Viewer: ==
  
Slicing & dicing of reports on web and mobile. It includes a Tableau OEM Server User with Interactor rights.  
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Slicing & dicing of reports on web and mobile. It includes a '''Tableau OEM Server User with up to Viewer''' role rights.  
In many organizations, some Viewer users won't have access to the report Editing features.
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The features below are available for Viewer users. Admin users can control the actual features available to individuals or groups of users.
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- Consuming preconfigured reports, views, dashboards and stories on web and mobile devices (native apps for Android and iOS).
  
 
- Downloading of underlying data.  
 
- Downloading of underlying data.  
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- Dashboard, reports and data rendering can be controlled by user credentials.
 
- Dashboard, reports and data rendering can be controlled by user credentials.
 
- Creating and consuming data-driven alerts.
 
  
 
- Sorting by field/manual sorting.
 
- Sorting by field/manual sorting.
  
- Consuming preconfigured reports, views, dashboards and stories on web and mobile devices.
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- Filters: Popular filter features including global filters.
 
 
- Charts: Features Show Me button and the Analytics tab.  
 
  
- Filters: Popular filter features including global filters.
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- Creating and consuming report subscriptions and data-driven alerts.  
  
- Extensive ad hoc capabilities including the following. IMPORTANT: Viewer users cannot save changes to reports and dashboards.
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- Custom views: Ability to create and share custom views from existing reports based on personalized filters and sorts.
* Creating new queries and dashboards.
 
* Create and edit new calculated fields and groups.
 
* Metadata management: Rename field names.
 
  
 
== Explorer: ==
 
== Explorer: ==
  
For creation, slicing & dicing of reports on web and mobile devices. It includes a Tableau OEM Server User.
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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.
Individual users' features and rights are configurable by Creators with full admin rights.
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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):
  
Explorer users have all the Viewer rights, plus:
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- Extensive ad hoc analysis capabilities.
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* Creating new queries and dashboards.
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* Create and edit new calculated fields and groups.
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* Metadata management: Rename field names.
 
* Ability to save changes to existing reports and dashboards.
 
* Ability to save changes to existing reports and dashboards.
 
* Ability to create, save and publish new reports and dashboards.
 
* Ability to create, save and publish new reports and dashboards.
  
 
- Explorer with Site Admin credentials may also configure:
 
- Explorer with Site Admin credentials may also configure:
* Web Server administration features.  
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* Web Server Site administration features.  
* Web Server security settings.
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* Web Server Site security settings.
  
 
== Creator: ==
 
== Creator: ==
For creation, publishing and slicing & dicing of reports. It includes a Tableau OEM Desktop and a Tableau OEM Server User.
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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.  
This is the most powerful desktop/web/mobile option. Individual users' features and rights are configurable by Creators with full admin rights.  
 
 
 
Creator users have all the Explorer rights, plus:
 
  
- The desktop client 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.
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Creator users have all the Explorer rights, plus a fuller set of:
  
- Showing history options for pages shelf (trails, length, fade).
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- The Desktop client provides the complete set of analysis, reporting and dashboarding features.  
  
- Full ad hoc capabilities.  
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- The desktop client usually provides faster user-interface interactions.  
  
- Data connections: Create and edit data connections, edit relationships in blends, or create primary groups in blends.
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- 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 calculated fields, sets, groups, parameters, actions, bins.
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- 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.
 
- 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; tweaking of mapping such as changing locations, background images, or map options; dual axis charts.
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- 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).
 
- 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 Web/Mobile users.
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- Creators with Site Administrator or Server Administrator (on-premises only) role may also configure:
 
 
- Creators with Server (on-premises only) or Site Admin credentials may also configure:
 
 
* Web Server administration features.  
 
* Web Server administration features.  
 
* Web Server security settings.
 
* Web Server security settings.
  
 
== [[Prior releases of DSA User Inteface Types]] ==
 
== [[Prior releases of DSA User Inteface Types]] ==

Latest revision as of 16:37, 8 July 2019

DataSelf User Interface Types

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

  • A web browser connected to your DataSelf Web Server over the internet or intranet.
  • A mobile device (iOS and Android apps) connected to your DataSelf Web Server over the internet or intranet.
  • A PC or Mac running DataSelf Desktop.
  • Individuals can also automatically receive DataSelf reports and dashboards by email and/or shared folders.

DSA Automatic Distribution Module:

The Automatic Distribution module allows the scheduling of individualized PDF or PNG reports 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 Viewer role rights. The features below are available for Viewer users. 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).

- Downloading of underlying data.

- Printing and exporting to PDF and PNG.

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

- Sorting by field/manual sorting.

- Filters: Popular filter features including global filters.

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

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

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):

- Extensive ad hoc analysis capabilities.

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

Prior releases of DSA User Inteface Types