Difference between revisions of "DSA User Interface Types"

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- Filters: Popular filter features including global filters.
 
- Filters: Popular filter features including global filters.
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- Custom views: Ability to create custom views based on personalized filters and sorts.
  
 
- Extensive ad hoc capabilities including the following. IMPORTANT: Viewer users cannot save changes to reports and dashboards.
 
- Extensive ad hoc capabilities including the following. IMPORTANT: Viewer users cannot save changes to reports and dashboards.

Revision as of 17:34, 2 July 2018

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.

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.


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 Interactor rights. In many organizations, some Viewer users won't have access to the report Editing features.

- 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.

- Sorting by field/manual sorting.

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

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

- Filters: Popular filter features including global filters.

- Custom views: Ability to create custom views based on personalized filters and sorts.

- Extensive ad hoc capabilities including the following. IMPORTANT: Viewer users cannot save changes to reports and dashboards.

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

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.

Explorer users have all the Viewer rights, plus:

  • 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 administration features.
  • Web Server security settings.

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.

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.

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

- Full ad hoc capabilities.

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

- 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: 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 Web/Mobile users.

- Creators with Server (on-premises only) or Site Admin credentials may also configure:

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

Prior releases of DSA User Inteface Types