Difference between revisions of "DSA User Interface Types"

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You can connect to DSA by several means including your PC, the web, and mobile devices.  DSA reports can also be sent by email.
 
You can connect to DSA by several means including your PC, 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 software.<br />
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A ''user interface'' is the means by which you communicate with and control your DSA reports, views and dashboards.<br />
DSA offers several types of user interfaces:
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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 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 mobile device connected to your DSA Server over the internet or internal network.
* A PC running DSA Desktop.
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* A PC running DSA Desktop - a version for Macs is around the corner.
* Individuals can also received DSA views (reports and dashboards) by email.
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* Individuals can also receive DSA views (reports and dashboards) by email.
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 +
A ''report'' is a tabular report comprised of columns and rows.<br />
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A ''view'' is a graphical report.<br />
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A ''dashboard'' is a report comprised of more than one reports and/or views.<br />
  
 
== DSA Web/Mobile Power-User: ==
 
== 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.  
 
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.  
 
- Extensive ad hoc capabilities.
 
  
 
- Downloading of underlying data.  
 
- Downloading of underlying data.  
  
 
- Printing and exporting to PDF and PNG.
 
- Printing and exporting to PDF and PNG.
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 +
- 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.
 
- Creation of new reports and views.
  
- Dashboard, reports and data rendering can be controlled by user credentials.  
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- Extensive ad hoc capabilities.  
  
- Power Users with Admin credentials also have:
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- Power Users with Admin credentials may also configure:
  
-- Administration of DSA Server configuration.  
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-- DSA Server administration features.  
  
-- Security settings can control what each user or group of users can do on the UI.  
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-- DSA Server security settings.  
  
  
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This is a popular web/mobile option designed for the consumption of reports and dashboards.  
 
This is a popular web/mobile option designed for the consumption of reports and dashboards.  
  
- Consumes preconfigured web/mobile reports and dashboards.
+
- Downloading of underlying data.  
 
 
- 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.
 
  
 
- Printing and exporting to PDF and PNG.
 
- Printing and exporting to PDF and PNG.
  
 
- Dashboard, reports and data rendering can be controlled by user credentials.  
 
- 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.
  
  
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- Printing and exporting to PDF and PNG.
 
- Printing and exporting to PDF and PNG.
  
- Creation of new reports and views.
+
- Creation of new reports, views and dashboards.
  
 
- Dashboard, reports and data rendering can be controlled by user credentials.  
 
- Dashboard, reports and data rendering can be controlled by user credentials.  
  
- Creation and change layout of dashboards.
+
- Creation and change the layout of dashboards.
  
 
- Data connections: Create and edit data connections, edit relationships in blends, or create primary groups in blends.
 
- Data connections: Create and edit data connections, edit relationships in blends, or create primary groups in blends.

Revision as of 06:55, 23 May 2014

You can connect to DSA by several means including your PC, 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 running DSA Desktop - a version for Macs is around the corner.
  • Individuals can also receive DSA views (reports and dashboards) by email.

A report is a tabular report comprised of columns and rows.
A view is a graphical report.
A dashboard is a report comprised of more than one reports and/or views.

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 desktop 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.

- Reads packaged workbooks (.twbx) manually created and refreshed by DSA Desktop users. 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.