Last modified by Aurelie Bertrand on 2025/02/07 10:08
Show last authors
1 {{ddtoc}}{{/ddtoc}}
2
3 ----
4
5 = Preamble =
6
7 (((
8 The dashboard creation wizard aims at helping you to create a complete dashboard in few clicks from a datasource and this, in an intuitive manner.
9
10 This tool suggests multiple dashboards that are meant to be configurable so they can fit the users' usage as much as possible.
11 )))
12
13 (((
14 {{info}}
15 A **datasource** is where the data comes from. The datamodel structures this data.
16 {{/info}}
17
18 {{info}}
19 A **dashboard** is a set of pages allowing you to vizualise information flows on the web and to interact with the data.
20 {{/info}}
21
22 = (% style="color:inherit; font-family:inherit; font-size:29px" %)Prerequisite(%%) =
23 )))
24
25 (((
26 Anyone who wants to use the assistant should have the authorization group named "**Access Dashboard Assistant**".
27 )))
28
29 = Using the wizard =
30
31 From the dashboards editor, select on the top right toolbar the button **Dashboard creation assistant**.
32
33 The first view shows two options :
34
35 * The first consists in loading your file directy from your computer. Supported formats: xls, xlsx, csv, xml and json.
36 * The second consists in selecting a data file provided by DigDash. Each corresponds to a pre-configured dashboard.
37
38 :
39 : [[image:1618573802391-750.png]]
40 :
41 :
42 : [[image:1618573922196-567.png||queryString="width=1228&height=771" height="771" width="1228"]]
43 :
44 :
45 : For Excel files, you can select the sheet to work with.
46
47 : [[image:1618574042910-360.png||queryString="width=1230&height=772" height="772" width="1230"]]
48 :
49 : The tool then does a contextual analysis of the file to suggest the most appropriate dashboards.
50 :
51
52 (((
53 = (% id="cke_bm_230S" style="display:none" %) (%%)Case n°1 : no pre-configured dashboard has been detected =
54
55 It is possible that no pre-configured dashboard correpond to the loaded datasource.
56
57 In this case, you will only have the possibility to create an **automatic** or **personalized** dashboard.
58
59 [[image:1618574130805-718.png||queryString="width=1231&height=773" height="773" width="1231"]]
60
61 == Selecting the automatic dashboard ==
62
63 The automatic dashboard pre-selects graphics in your dashboard that you can of course enrich afterwards according to different analysis axis explained below.
64
65 [[image:automatic.gif||queryString="width=1230&height=771" height="771" width="1230"]]
66
67
68 == Selecting the personalized dashboard ==
69
70 With the personalized dashboard, you are completely free to choose the graphics to create for your dashboard according to the analysis axis explained below.
71
72 [[image:personalized.gif||queryString="width=1235&height=775" height="775" width="1235"]]
73
74 (((
75 == Data source edition ==
76
77 It is highy recommended to have knowledge of the way the data is structured and to bring any potentiel corrections.
78
79 The button  [[image:1618577139021-759.png]] will allow you to learn more about your source. Wou will be able to vizualize your data and configure them.
80
81 === Preview of the datasource ===
82
83 The tab "Preview data" allows you to visualize a part of your data to understand it.
84
85 [[image:1618574717251-226.png||queryString="width=1237&height=776" height="776" width="1237"]]
86
87 Options exist so you can form your data in better ways.
88
89 These are different according to the type of the imported source. For example, you can choose the sheet only for an Excel file.
90
91 === Configuration of the datamodel ===
92
93 {{info}}
94 The datamodel is an "interlligent" representation of a data source It is composed of measures and dimensions.
95 {{/info}}
96
97 The tab "Configure the datamodel" allows you to configure the measures and dimensions detected by DigDash.
98
99 You will be able to modify their type, their diisplay name and event create derivated measures from them.
100
101 [[image:1618575055439-775.png||queryString="width=1249&height=784" height="784" width="1249"]]
102 )))
103
104 :
105
106 (((
107 ==== Changing column types ====
108
109 Digdash automatically detects whether the columns of your source are dimensions or measures.
110
111 {{info}}
112 A **dimension **is composed of an organized set of members according on or multiple hierarchies.
113 {{/info}}
114
115 {{info}}
116 A **measure **is a quantity to represent that can be aggregated with a formula.
117 {{/info}}
118
119 If you decide than a column is a measure instead of a dmension, or vice versa, you can change its type.
120
121 Note that the configuration of the data can have consequences in the contextual analysis of the data and then change it.
122
123 ==== Adding derivated measures ====
124
125 The button [[image:1618575124988-446.png]] allows you to add calculated measures to your datamodel.
126
127 {{info}}
128 A **calculated **measure or **derivated **meadure is a measure which definition comes from a formula based or not on other dimensions / measures.
129 {{/info}}
130
131 (% class="wikigeneratedid" %)
132 There are different ways to create them. you can use the existing preestablished functions (general or transformers) or define your own formulas.
133
134 ===== General functions =====
135
136 [[image:1618575190524-652.png]]
137
138 General functions are basic formulas.
139
140 ===== Transformers =====
141
142 [[image:1618575418755-392.png]]
143
144 Les fonctions de transformations s'appliquent sur des mesures et vous permettent d'afficher les valeurs pour l'année précédente, le mois précédent la semaine précédente ou le jour précédent.
145
146 ===== Formula =====
147 )))
148
149 : Selecting "Formula..." you will have this following dialog appear :
150 :
151 : [[image:1618575507277-616.png]]
152 :
153 : This dialog allows you to freely define the formula to apply to the associated columns.
154 : You will need to enter a name for it.
155
156 == Graphics choice ==
157
158 Selecting an automatic or personalized dashboard will lead you to a view similar to this one below.
159
160 The left part shows the list of graphics to choose for the right part of this interface.
161
162 The right part shows the content of the dashboard you want to build.[[image:1618576683430-948.png||queryString="width=1255&height=787" height="787" width="1255"]]
163
164 Dimensions and measures of your datasource are automatically recognized. The user can simply create the graphics from them.
165
166 * The part **Custom graphics** allows you to do a free analysis: according to the number of dimensions and measures of the graphic you want to create, you will also be able to choose the type of graphic to display.
167 * The part **Suggested graphics** corresponds to list of suggested analyses. This list depends on the columns of your datamodel. For example, the suggestion of a geographic analysis will ony appear if at least one geographic dimension exists.
168 Three types of analyses exist:
169 ** //Trend analysis//: at least one dimension of time has been detected. The line chart is automatically suggested.
170 ** //Geographic analysis//: at leat one geographic dimension has been detected. The representation by a map is automatically suggested.
171 ** //List//: one or multiple dimensions have been detected. The table representation is automatically suggested.
172
173 If you choose to have an **automatic **dashboard, dimensions et measures are pre-selected and graphics are automatically selected for the dashboard.
174
175 If you choose an **personalized** dashboard, you can select the dimensions and measures yourself for each analysis.
176
177 : Click on [[image:1602843729099-538.png]] to add the graphic to the dashboard.
178 )))
179
180 (((
181 = (% style="color:inherit; font-family:inherit; font-size:29px" %)Case n°2 : pre-configured dashboards have been detected(%%) =
182 )))
183
184 : DigDash can detect if a pre-configured dashboard matches to your datasource.
185 :
186 : You can then select this pre-made dashboard with pre-configured and pre-selected graphics or choose to create an automatic or personalized dashboard.
187 :
188
189 (((
190 == Selecting a pre-configured dashboard ==
191
192 In your example, the source file retail_v7_de_world.xls matches the "Retail" dashboard.
193
194 [[image:retail.gif||queryString="width=1251&height=784" height="784" width="1251"]]
195
196 : When selecting it, the dashboard will be composed of graphics dealing with Retail (Sales, Turnover, etc.).
197 :
198
199 (((
200 == Graphics choice ==
201 )))
202
203 : Selecting this dashboard will generate a list of relevant graphical representations that will copose yout dashboard: these graphics below are specific for a Retail dashboard.
204
205 The pre-configured graphics associated to the selected dashboard are directly added to the content of the dashboard to build.
206
207 [[image:1618576885443-947.png||queryString="width=1261&height=792" height="792" width="1261"]]
208
209 Moreover, you can enrich the content of your dashboard adding your own graphics.
210
211 [[image:1618576982169-684.png]]
212
213 = (% style="color:inherit; font-family:inherit; font-size:29px" %)Dashboard construction(%%) =
214 )))
215
216 : You have mutiple options to handle the vizualisation of your dashbord.
217
218 (((
219 == (% id="cke_bm_322S" style="display:none" %) (%%)Dashboard name ==
220
221 (% class="wikigeneratedid" %)
222 Give a name to you dashboard. It is mandatory.
223
224 (% class="wikigeneratedid" %)
225 Indded, it will be used as the name of a category in the wallet.
226
227 {{info}}
228 A **wallet **is a work space which rights are given according to each user.
229 {{/info}}
230
231 == Graphics arrangement ==
232
233 DigDash offers multiple layouts to conviniently arrange your graphics in your dashboard. The default layout is the automatic one.
234
235 [[image:1602856226445-298.png]]
236
237 The automatic layout automatically arranges your content adjusting it at its best, without any graphics limation.
238
239 Each layout has a maximum of graphics capacity, you can know it hovering it.
240
241 [[image:1618576556792-934.png]]
242
243
244 (% class="wikigeneratedid" id="HOrdredesgraphiques" %)
245 Drag and drop the graphics of your dashboard to order them. The first is the most important..
246
247 [[image:1618576621291-327.png]]
248
249 == Validate and finish the dashboard construction ==
250
251 (% id="cke_bm_291S" style="display:none" %) (%%)Click on the button [[image:1618577093224-824.png]] to terminbate the dashoard construction.
252
253 Wait a few seconds.
254
255 The assistant will close eventually and your final dashboard will be dsisplayed in the Editor.
256
257 If you wish, you can enrich it in the Dashboards Editor.
258 )))
259
260
261 = Datamodel edition =
262
263 A datamodel issued from this assistant can be modified afterwards. You can add more derivated measures for example if you need to.
264
265 [[image:1618577825471-465.png]]
266
267
268 To access the edition interface, you have two possibilities:
269
270 - Click on the wheel on a graphic and select the menu "Edit the datamodel.
271
272 [[image:1618577862402-653.png]]
273
274 [[image:1618577880079-750.png]]
275
276
277 - via the button "Edit" when creating new graphics using a datamodel.
278
279 [[image:1618577918061-878.png]]