Report Editor: Desktop vs Web (Tableau OEM), User Types

Category

Element

Available in

Creating Views

Advanced Table Calculations

Both

Change a fields aggregation

Both

Columns Shelf

Both

Double Click

Both

Drag and Drop

Both

Dual Axis

Both

Dynamic sorting

Both

Edit Axis Dialog

Both

Edit calculation in shelf

Both

Edit LOD Calculations

Both

Edit Table Calculations

Both

Filters Shelf

Both

Fix/reset axis

Both

Fix/reset map

Both

Lasso Tool

Both

LOD Calculations

Both

Manual sorting

Both

Marks Card

Both

Nested sort

Both

Pages Shelf

Both

Quick Table Calculation

Both

Radial Tool

Both

Rows Shelf

Both

Select multiple points

Both

Set Control

Both

Show caption

Both

Show missing values

Desktop Only

Show summary

Desktop Only

Show title

Both

Show/Hide view toolbar

Both

Turn on/off aggregate measures

Both

Turn on/off stack marks

Both

Use a field

Both

Use a group

Both

Use a hierarchy

Both

Use a parameter

Both

Use a set

Both

View underlying data

Both

Dashboard

Add a parameter action

Both

Add a set action

Both

Add an action

Both

Add blanks

Both

Add images

Both

Add text boxes

Both

Add web pages

Both

Add worksheets

Both

Border and Alignment

Both

Change dashboard size

Both

Create Device layouts

Both

Duplicate Dashboard

Both

Edit title

Both

Extensions

Both

New Dashboard

Both

Play pages

Both

Remove Dashboard

Both

Rename Dashboard

Both

Show title

Both

Transparent filters, parameters, highlighters

Both

Use as Filter

Both

Use layout containers

Both

Visually align using a grid

Both

Data Connection

Add data source filters

Both

Configure date properties

Desktop Only

Connect to an existing data source

Both

Connect to new data source

Desktop Only

Create a join calculation

Both

Create Joins

Both

Cross-database joins

Both

Duplicate a data source

Desktop Only

Edit data source filters

Both

Edit existing data source connection

Both

Edit relationships between data sources

Both

Extract data

Both

Join spatial files

Both

Paste data

Desktop Only

Pivot data

Both

Publish data source to server

Both

Refresh a data source

Both

Relationships

Both

Remove a data source

Both

Rename a data source

Both

Replace a data source

Desktop Only

Save Data Source

Both

Select to Assume Referential Integrity

Desktop Only

Switch between live and extract connections

Desktop Only

Unions

Both

Use Blends

Both

View data source properties

Desktop Only

View data via the data source

Desktop Only

Exporting

Export crosstab

Both

Export data

Both

Export image

Both

Export PDF

Both

Print

Both

Filtering

Add a default condition filter

Both

Add a default top/bottom filter

Both

Add a quick filter

Both

Add to context

Both

Apply filter to all worksheets using a related datasource

Both

Apply filter to all worksheets using the same datasource

Both

Apply filter to more than one worksheet

Both

Cross-datasource filtering

Both

Customize a quick filter

Both

Edit a quick filter

Both

Edit quick filter title

Both

Format a quick filter

Both

Remove a quick filter

Both

Search a quick filter

Both

Select the layout of a quick filter (drop down, list etc)

Both

Select to include or exclude values in a quick filter

Both

Show all available values or only relevant values

Both

Show/hide a quick filter

Both

Formatting

Advanced quantitative colour settings

Both

Format alignments

Both

Format borders

Both

Format cells

Desktop Only

Format fields

Both

Format fonts

Both

Format lines

Both

Format Numbers

Both

Format shading

Both

Show/Hide Headers

Both

Workbook Formatting

Both

Maps

Add background image

Both

Change background image

Both

Change background map

Both

Change data layers

Both

Change map layers

Both

Change map style

Both

Edit locations

Desktop Only

Use custom geocoding

Desktop Only

Marks Card

Add a field to colour

Both

Add a field to detail

Both

Add a field to label

Both

Add a field to shape

Both

Add a field to size

Both

Add a field to tooltip

Both

Adjust size

Both

Change Transparency

Both

Edit Border

Both

Edit colours

Both

Edit Halo

Both

Edit shapes

Both

Edit sizes

Both

Edit tooltip

Both

Format labels

Both

Format legends

Both

Format tooltip

Both

Hide/edit legend titles

Both

Legends per Measure

Both

Select colour

Both

Select shape

Both

Show mark labels

Both

Pane: Analitcs

Add a box plot

Both

Add a distribution band

Both

Add a forecast

Desktop Only

Add a reference band

Both

Add confidence intervals

Both

Add reference line

Both

Add totals

Both

Add trend lines

Both

Edit a box plot

Desktop Only

Edit a distribution band

Both

Edit a forecast

Desktop Only

Edit a reference band

Both

Edit confidence intervals

Both

Edit reference line

Both

Edit totals

Desktop Only

Edit trend lines

Both

Format a box plot

Desktop Only

Format a distribution band

Desktop Only

Format a forecast

Desktop Only

Format a reference band

Desktop Only

Format a reference line

Both

Format confidence intervals

Desktop Only

Format totals

Desktop Only

Format trend lines

Both

Remove a box plot

Both

Remove a distribution band

Both

Remove a forecast

Desktop Only

Remove a reference band

Both

Remove a reference line

Both

Remove confidence intervals

Both

Remove totals

Both

Remove trend lines

Both

Pane: Data

Add a field to a sheet

Both

Change data type

Both

Convert to Continuous/Discrete

Both

Convert to Measure/Dimension

Both

Copy/Paste fields

Desktop Only

Create a calculated field

Both

Create a group

Both

Create a hierarchy

Both

Create a Parameter

Both

Create a set

Both

Create bins

Both

Create Folders

Desktop Only

Delete a calculated field

Both

Delete a group

Both

Delete a Parameter

Both

Delete a set

Both

Delete bins

Both

Duplicate a field

Both

Dynamic Parameters

Both

Edit a calculated field

Both

Edit a group

Both

Edit a Parameter

Both

Edit a set

Both

Edit Aliases

Both

Edit bins

Both

Find a field

Both

Hide a field

Both

Rename a field

Both

See field description

Both

Set default field properties

Both

Set geographic properties

Both

Show hidden fields

Both

Unhide a field

Both

Publication

Open/Upload Workbooks on the Web

Both

Save

Both

Save As

Both

Story

Add a description

Both

Add captions

Both

Add dashboards

Both

Add story points

Both

Add worksheets

Both

Change story size

Both

Duplicate Story

Both

New Story

Both

Remove Story

Both

Rename Story

Both

Show title

Both

Tools

"Show Me"

Both

Add subtotals

Both

Clear axis ranges

Both

Clear formatting

Both

Clear manual sizing

Desktop Only

Clear worksheet

Both

Create a bookmark

Desktop Only

Edit dashboard size

Both

Edit story size

Both

Edit subtotals

Both

Edit worksheet size

Both

Pause auto updates of filters

Desktop Only

Pause auto updates of worksheet

Both

Presentation Mode

Both

Redo

Both

Remove subtotals

Both

Swap

Both

Undo

Both

Worksheet

Create Annotations

Both

Duplicate Worksheet

Both

Duplicate Worksheet as a crosstab

Both

Move Annotations

Both

New Worksheet

Both

Remove Worksheet

Both

Rename Worksheet

Both

Resize Annotations

Both