Find answers to frequently asked questions in the following categories.
Installation and Administration
During an upgrade, all configurations are saved, unless manually altered. When working with a production environment, we recommend that you first install the new version in a test/staging environment and check all of your ElastiCubes and active dashboards. Only once you are sure that everything is working well, then install the new version in your production environment. Please make sure to back up everything prior to upgrading. Click here for more about backing up your data. For detailed installation instructions, click here.
Click here to learn where Sisense stores its data, how to make backups, and how to restore your Sisense environment.
Sisense server and ElastiCube Manager can be installed on Windows machines, however, the Sisense web app for editors (designers) and viewers can be accessed from any HTML5-compliant browser, on any operating system.
Not at this time, however Sisense only needs to be installed on a centralized Windows machine to pull data from multiple data sources, and then dashboard creators and users can access the data from any HTML5-supported browser on any operating system including mobile.
Click here to find the requirements.
Click here to learn how to integrate Sisense as a sub-domain in your web application, with support for SSO. Sisense also works when embedded in cross-domain iframes.
This article explains how to change the name and/or location for an active dashboard. Use cases include:
- You want to back up one ElastiCube and then restore it after a while under a new name.
- You are moving your server to a different (production) machine and want to continue working on the dashboards from where you left off.
The Sisense architecture has been designed to ensure security processes are enforced while scaling to enterprise deployments of Sisense. This includes the ability to secure dashboards and data as well as implement custom security requirements that suit your organization.The Sisense security architecture is explained here.
With Sisense you can choose from a number of methods when deciding how to refresh your data, including the option to update data only where new data has been added. This is why it is important to understand the different settings that define how data is accumulated every time you build your ElastiCube. Click here to learn more.
Yes, you can schedule automatic ElastiCube builds at predefined or customized intervals. Click here to learn more.
When calculating derived facts (such as Profit = Amount-Cost), it is recommended in most cases to make the calculations in the fact tables, in the ElastiCube Manager. This method saves time when retrieving data, and enforces a consistency with non-trivial facts that should be available for users across dashboards. If, however, you want to calculate facts for a specific dashboard, then do so in the dashboard. Also, if your derived facts are ratio facts (fractions), then always create the calculations on the dashboard level.
Yes, the Sisense web app is built using modern web standards such as HTML5, CSS3 and responsive design that automatically optimizes viewing for tablets and smartphones. Sisense runs in any HTML5 supported browser, so no installation or native applications are required. On smartphones, widgets appear one underneath the other in a view-only scrollable list. On tablets, you get to see the same view as experienced on a desktop.
To use two unrelated filtering conditions on one column, you will need to create a custom filter using the advanced filter options. Example: You want to report the quantity sold for the top 3 selling categories along with the quantity sold for the produce category. To learn more, click here.
Using the Sisense REST API, you can modify the dashboard’s visual style to match your brand or preferences. Click here to learn more.
If you host Sisense on a server with IIS configured to use a domain name (alias), but when you publish a dashboard the IP address and/or the incorrect port is published instead, then follow the steps described here.
You cannot share dashboards directly with unregistered users.
Yes, you can add users and groups from your Active Directory into Sisense, and then share dashboards with those users and groups. Sisense automatically synchronizes with the Active Directory to update new, removed or modified users. To learn how to set up Active Directory, click here. For additional questions and answers, see this article in the support forum.
Can’t find what you’re looking for? See our support forums or submit a request.
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