DSA 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.

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.