Viewing Dashboards on Mobile Devices

Sisense Mobile connects you to your dashboard anytime, anywhere on your Android or iPhone mobile devices. Sisense Mobile decreases time to insight with an intuitive UI, search bar for locating dashboards, and responsive visualizations; You can explore your dashboards with simple gestures optimized to let you dive deep into your data or apply filters to view the data you want.

Check out a demo video below to see how you can tap, zoom, and swipe to interact with your data.

Sisense now offers a premium white-labeled version of the Sisense Mobile app that can be customized according to your branding. For more information, see Rebranding Sisense Mobile.

Getting Started

Supported Phones and Operating Systems

  • iPhone - Requires iOS 9 or later, Supported iPhone 5 device or higher.
  • Android - Requires Android versions 4.4 or later.

Get Sisense Mobile

Sisense strongly recommends using the Sisense app on mobile devices, rather than using a mobile web browser. The app is fully functional and has been developed specifically for use on your mobile device, while mobile web browsers may not function as they do on your PC.

The following are some examples of mobile app features that are not available on mobile web browsers :

  • Widget
    • View (expand)
    • Share (mobile-native way)
  • Dashboard - convenient mobile features
    • Dashboard search
    • Dashboard filters
    • Mobile featured dashboard list (make your own dashboards list with the best mobile user experience)
  • Pulse notifications and alerts
  • Native mobile push notifications
  • Most relevant add-ons ( such as Jump to Dashboard and others )
  • Login flow
    • No need to select a server - only enter your login and password (for WLMA )
    • Predefined servers list
    • Previous servers list
    • Change server
  • Detects and notifies in case of problems with a cellular network and wi-fi connection
  • Native security improvements (such as: cleaning sensitive date in background app & preview, minimum TLSv1.2 and SHA-256 hash algorithm, and more)

New in Sisense for Mobile v3.0:

  • Open the mobile app from a native IOS Push notification

  • Automatic resizing of widgets for better viewing based on the widget context

  • Review previous data changes in notifications

  • Open the dashboard with changes from the Pulse alert menu. You can open dashboards just by clicking on notifications.

  • Dashboard interaction - includes popular widgets such as: BloX, Pivot2, Table, Indicator, and Pie Chart with resizing and detailed view

    Use the bi-directional arrows located at the top-right corner of the widgets to see a detailed view of your widgets. The detailed view is larger, full screen, and provides a UI for drill and JTD functionality.

    The following are examples of interaction from the dashboard widget list:

    As opposed to the browser functionality:

To download the Sisense Mobile App for your device, click the relevant link below according to your version of Sisense.

Note:

Sisense Mobile is supported by Sisense V6.5 and later, however, Sisense recommends you work with Sisense V7.3 or higher for optimal performance.

Logging in to Sisense Mobile

After you have downloaded Sisense Mobile, open the app to launch the login screen and enter the server address and your Sisense user credentials.

The server address should include the server IP or domain name (alias). If you aren't using the default port (80), you'll need to add the port as well, for example: http://xx.xxx.xx.xx:8081. When working with SSL security protocol, use the 'https' prefix.

Authentication

  • Default Authentication with native swipes - upon first authorization, you must allow sending Push notifications.

  • Biometric Authentication

    • IOS Face ID example:

    • Android fingerprint example:

Troubleshooting

If you have problems connecting, check the following:

  • If your server is not on port 8081, check that the port has been added correctly, for example, 192.168.1.1:8080
  • Try to access the server from your phone's web browser
  • Try to access the server from other computers connected to the same WIFI connection as your phone

Signing Out

You can sign out by opening the navigation menu and tapping Sign Out.

Opening Sisense Mobile from Push Notifications

Starting in v3.0, you can open the app by selecting a Push notification, and then you can directly proceed to view your dashboards and widgets.

IOS notification and opening dashboard example:

Android background Push notification example:

When you first log in to Sisense Mobile, a list of your folders, Featuring Dashboards in Sisense Mobile App , and a complete list of your dashboards is displayed.

Tap a dashboard to open the dashboard, or if your dashboard is located in a folder, tap the folder then tap the relevant dashboard to open it.

You can also locate a dashboard quickly by tapping the search icon and typing the name of the dashboard. As you begin to type, any dashboards that match the characters you entered are displayed.

Directly from the search results, you can open and interact with the dashboard.

Once the dashboard is displayed, you can tap the dashboard's title to display more details.

By rotating your device horizontally, you can view your dashboard in landscape view.

BloX Widgets with JTD

You can easily jump to the second dashboard in a widget list from a BloX widget with a Jump To Dashboard (JTD) button.

The following is an example of a map Pinch In/Out interaction from the widgets list:

Exploring Data

In Sisense Mobile, you can filter and drill down into your data, much like you do from your PC.

Filtering Widgets

To filter a dashboard, you can tap the filter icon . This displays the list of available filters.

You can view the filters horizontally, as shown in the following image and video.

You can disable your filters by swiping left on the filter to display a toggle button. Tap it to disable a filter.

A gray background behind the filter indicates the filter has been disabled.

To dive deeper into your filters, tap the relevant filter to open all of its available options. Then, tap any of the filter options to toggle the filters to your data.

FilterOptions

Drilling into your Data

You can drill down in most widgets to get an in-depth view of a selected value. For example, tap on a slice in a pie chart to see the absolute value in addition to the percentage.

In the following example, the left chart shows the lead breakdown by campaign source, and on the right side, the chart shows a breakdown of visits from various social media sources.

Any time you select a value, a tooltip is displayed at the bottom of your screen, which provides a description of the selected value and the drill down icon. In this example, you see the total lead and its percentage.

Note:

You cannot drill down while in landscape mode.

To return to a higher level, click on a breadcrumb. To drill all the way up, click on the X icon.

Viewing More Details

Sisense Mobile supports a variety of gestures that let you dive deeper in your data and see more details.

Highlight a Value Swipe across your Visualizations
Pinch in to Zoom Pinch out to Expand

Drilling, Filters, and Detailed View

The following video shows drilling, filters, and detailed view, with a JTD example:

Sharing Widgets

You can share widgets as PNG images from Sisense Mobile across various apps supported on your device.

In your dashboard, tap a widget to open Widget Mode, then tap the menu icon and tap Share. Your device will display a list of apps that you can use to send the image of your widget as a PNG file.

Sisense Pulse

Sisense Pulse is a centralized location where you can stay on top of your most important KPIs across multiple dashboards or manage your data and build alerts. By adding important KPIs from your dashboards to Sisense Pulse, you can get a comprehensive picture of your data from a single location.

Sisense Pulse contains tiles that display information from your dashboards and the status of your ElastiCube builds.

Within Sisense Pulse, there are two types of tiles, data tiles that display your widgets' current status and recent history and build tiles that display the latest status of your ElastiCube builds.

In Sisense Mobile you can manage your alerts from Sisense Pulse or create data alerts based on widgets in your dashboards.

Note:

Build alerts can only be created from Sisense.

You can access Sisense Pulse from Sisense Mobile by opening the navigation menu and tapping Pulse.

Creating Data Alerts

Data alerts are triggered by conditions you define for your widgets. For example, if you have an Indicator widget that represents your company's revenue, you can define an alert that notifies you when this revenue reaches or falls below a certain threshold.

For each type of widget you can add to Pulse, you can monitor a single value. For example, for Column charts, you can monitor a single section (value) of a column. To monitor multiple values, you can add each value you want to monitor to Pulse separately.

When you create an alert for a specific value, Sisense applies any filters that were already applied, for example, if you create a data alert for the total revenue of a given age range, the pulse alert created will be called Total Revenue and will be filtered by the value of the age range you selected.

To create a data alert, from your dashboard, tap the relevant widget to open it in Widget Mode. In Widget Mode, tap the value you want to monitor, then tap the menu icon and tap Add to Pulse. This opens the Alert Conditions menu where you select the type of data alert you want to create.

Indicator screen, with the "Add to Pulse" option at the bottom:

After you have set the conditions, tap Save and the new alert will be added to Sisense Pulse.

Managing Alerts

You can manage your alerts from Sisense Pulse. In Sisense Pulse, tap the relevant tile to open Tile Mode. Once you are in Tile Mode, the menu icon is displayed in the top right corner. Tap it to display a list of alert management options.

From the options area, you can edit alerts, delete alerts, deactivate alerts, and toggle notifications.

To edit an alert, tap Edit Alert and configure the settings as desired in the following screen:

Pulse Notifications

If your Sisense user has been configured to receive Pulse alerts to your mobile device, when an alert is triggered, you'll receive a notification from the Sisense Mobile app.

You can swipe left on an alert to clear the alert or to view the alert in Sisense Pulse.

To clear all alerts, click the trash can icon at the top of the notification feed.

Note:

You must have Sisense Mobile installed to receive Pulse notifications.

Translation and Localization

The following images depict examples of translation and localization for Sisense Mobile.

Single Sign On

Sisense supports SSO for Sisense Mobile. If your Sisense server is configured to use SSO, Sisense Mobile will use the same SSO configuration. No additional configuration is required on the Sisense server.

When you log in to Sisense Mobile, you are redirected to the IdP login URL using web view. Following authentication by the IdP, the SSO token is returned to the Sisense Server, which returns a web cookie to Sisense Mobile, and the application is opened. For more information about how to implement SSO, see Using SSO to Access Sisense.

Setting Up CORS for Mobile App V2.7

For Sisense versions prior to Linux V8.2.4, follow the instructions below to define CORS. If you are using later versions, you can skip these instructions.

Sisense Mobile V2.7 includes important infrastructure changes that support enhanced security measures and allows for superior performance. The upgrade includes the latest standards set by Apple to present content from external sources within the app, such as widgets from the Sisense server. As part of the changes, you must set up Cross Origin Resource Sharing for Sisense Mobile.

If you have already defined CORS, you need to save your list of allowed origins and then append that list to the code samples provided below. If you haven't defined CORS, you can use the code samples below as is enable your users to access the Sisense Mobile app.

To configure CORS for Sisense Mobile:

  1. Retrieve the current CORS configuration
    1. From the Sisense REST API interface, execute a GET request to the /settings/system/ API.
    2. Within the "cors" object, locate the allowed originsarray. Here's an example of what this section looks like when your account is already setup for with CORS (commonly used when Sisense is embedded via Sisense.js): 

              {
              "webServer": {
              "enablessl": true,
              "cors": {
              "enabled": true,
              "allowedOrigins": [
              "myOrgDomain.com"
              ]
              }
              },
             

      Here's an example of what this section looks like when CORS was never enabled on this server ('cors' will not appear in the output): 

              {
              "webServer": {
              "enablessl": false
              },
             

    3. When the list of 'allowedOrigins' already exists, you need to copy these domains so you can reapply them before updating these settings.
  2. Update or enable CORS.
    1. From the Sisense REST API, send a POST request to the settings/system API.
    2. Click Try it out to enable edit-mode.
    3. Paste the following code into the API's code editor. 

              {
              "webServer": {
              "cors": {
              "enabled": true,
              "allowedOrigins": [
              "http://localhost",
              "ionic://localhost" ]
              }
              }
              }'
             
      Note that 'http://localhost' enables access from Android devices, and 'ionic://localhost' from iOS devices. Also, no changes are required to the 'enableSSl' property and therefore it doesn't appear in the code snippet.
    4. Append to the code all the existing allowed origins (domain) you've saved aside in Step For example, here is what it looks like if 'exampleDomain.com' needs to be included (remember to add commas before each domain name): 

              {
              "webServer": {
              "cors": {
              "allowedOrigins": [
              "http://localhost",
              "ionic://localhost",
              "exampleDomain.com"
              ],
              "enabled": true
              }
              }
             
  3. Click Execute. You may view the updated CORS settings in the Response body section, for example:

    Users can now use Sisense Mobile BI version 2.7 or above.

Add-ons

Sisense Mobile V2.3 and above supports Sisense add-ons and supports add-ons made with the Sisense JavaScript API.

For information about developer add-ons for Sisense Mobile, click here.

Supported Sisense Add-ons

The following table lists Sisense add-ons that are supported on Sisense Mobile.

Add-on Comment
Aggregated Table
Auto Add Filter Based On User
BloX widgets BloX widgets are not yet certified and might not work as expected
Comments Always use an absolute URL for the form
Dynamic Buckets
Embed Images Always use absolute URLs for the image
Filtered Measure (Parameter)
Forecasting
Jump to Dashboard From Sisense Mobile BI app version 2.5.2

Release Notes

May 30, 2024

  • Sisense for Mobile is updated to version 3.0.

Important Note:

As this is an entirely new app, to avoid issues you should perform a clean installation, and not an update.

  • This version includes:

    • Based on the new platform, the mobile app has been completely revamped with new native functionalities, such as swipe support, and much more.

    • Widget interaction can now be done directly from the main widgets' list view, without the need to separately open a widget. Therefore, actions such as Jump to Dashboard (JTD) can be done from the main widgets' list. Important Note: When JTD is currently available only via link or button, such as in BloX, the JTD button appears only in the detailed Widget view. All other interactions, such as pagination, legend, etc. work as expected.

    • Widgets such as Blox and Table are now automatically resized based on their context in the main widgets' list for better viewing on mobile.

    • The existing detailed view has been improved.

    • Biometric authentication with fingerprints and FaceID is now available.

    • Many more minor improvements have been made.

January 31, 2022

  • Sisense for Mobile is updated to version 2.7.5 and includes:
    • Improved stability and bug fixes
    • Improved link processing

November 4, 2021

  • Sisense for Mobile is updated to version 2.7.4 and includes bug fixes

July 28, 2021

  • Sisense for Mobile is updated to version 2.7.3 and includes security enhancements, and bug fixes

April 1, 2021

  • Sisense for Mobile is updated to version 2.7.2 and includes security enhancements, bug fixes, and Sisense Infuse Platform branding

January 25, 2021

  • Sisense for Mobile is updated to version 2.7.1 and includes bug fixes and performance improvements
  • White-labeled Mobile App (WLMA) customers can now pre-populate the list of saved servers for users to select when logging in to Sisense .

December 8, 2020

  • Improvements
  • Known Limitations - The Sisense Mobile App provides the best user experience when it works with the following Sisense versions:
    • Linux 8.2.6.503 - Service Pack - December 9, 2020, or later
  • Otherwise, the following limitations apply if you are using an earlier Sisense Linux version.
    • Setting Up CORS for Mobile App V2.7 to allow users to log in to the app and continue working must be configured for self-hosted customers that aren't managed on the Sisense cloud
    • The Jump to Dashboard add-on doesn't work in the mobile app
    • Users must log in each time the app is launched if SAML or OpenID Connect SSO methods are used
    • For Linux systems, the app doesn't display the Pivot Table widget

March 30, 2020

  • Security Enhancements and Bug Fixes

February 10, 2020

  • Security Enhancements and Bug Fixes

December 17, 2019

  • Security Enhancements and Bug Fixes
  • Display the app's version within the app's menu
  • Improved interface for Indicator widgets

October 3, 2019

  • Support for localization was added. System defined strings will be automatically translated based on the user's settings in the Sisense Web interface in Sisense V8.0.1 and above

Note:

Metadata is not translatable in Sisense Mobile.
Users cannot change the language through the mobile app, (only through the web application).

April 4, 2019

  • Support added for Jump to Dashboard add-on

April 26, 2018

  • Sample dashboards are now available
  • Bug fixes

March 3, 2018

  • Support for Hours and Minutes time resolutions in date filters (Sisense 7.0.1 and above)
  • Ability to collapse/expand Recent Dashboards
  • Improved support for SSO connectivity
  • Bug fixes