DSA User Interface Types

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Revision as of 17:00, 11 July 2018 by Jgirardi (talk | contribs) (Explorer:)
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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 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 up to Interactor role rights. In many organizations, some Viewer users won't have access to the report Editing features.

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

- Downloading of underlying data.

- Creating and consuming data-driven alerts.

- Printing and exporting to PDF and PNG.

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

- Sorting by field/manual sorting.

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

- Filters: Popular filter features including global filters.

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

- Extensive ad hoc analysis capabilities. IMPORTANT: Viewer users can create - but NOT save - any ad hoc analysis aside from Custom views. The features below are available, but can't be saved:

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

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:

  • Ability to save changes to existing reports and dashboards.
  • Ability to create, save and publish new reports and dashboards.
  • Publishing means the ability to prepare and save reports for other users.

- 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 OEM 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).

- 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