Last modified by Aurelie Bertrand on 2025/04/02 12:31
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1 {{info}}
2 🙋 This tutorial is intended for advanced users.
3
4 ⏱ It is designed to be completed independently in 2 hours.
5 {{/info}}
6
7 ----
8
9 {{ddtoc/}}
10
11 ----
12
13 = Introduction =
14
15 In this tutorial, we're going to find out how to design a dashboard using relatively advanced functions.
16
17 We'll look at how to :
18
19 * import data;
20 * configure a data model, and in particular enrich the imported data by creating hierarchies, a target, a variable and a measure;
21 * create different types of charts : column chart, map, gauge, etc;
22 * create a dashboard using these charts;
23 * display the dashboard.
24
25 This tutorial uses 2 fictitious data sets:
26
27 * a dataset from a telecommunications company containing information such as call cost and duration, line type, call quality, etc.
28 * a retail company dataset containing product information and data such as price, turnover, margin, etc.
29
30 We'll start by preparing the data, from importing the data to creating the graphs using the **Studio**.
31 We can then create the dashboard in the**Dashboard Editor** and display it using the **Dashboard**.
32
33 Before we do that, however, we'll check that the prerequisites for completing this tutorial have been met.
34
35 (% class="box" %)
36 (((
37 ℹ The screenshots in this tutorial were generated using the Chrome browser. Depending on your browser, some presentations may differ slightly.
38 )))
39
40 = Prerequisites =
41
42 In order to complete this tutorial, you need to :
43
44 * have installed DigDash Enterprise version 2024 R2 or later ;
45 * (% style="background-color:#c0392b" %)be a member of the**"Data Model Designer**" and**"Dashboard Designer**" authorization groups.
46
47 These requirements are detailed below.
48
49 == Version DigDash Enterprise 2024 R2 or higher ==
50
51 To be able to follow this tutorial, you must be using version 2024 R2 or later of DigDash Enterprise.
52
53 To find out which version you are currently using:
54
55 1. Log in to the DigDash Enterprise home page as described in the section [[Login to DigDash Enterprise>>||anchor="Connexion"]] section of this tutorial.
56 1. Explore the central area at the bottom of the page: the version of the installation currently in use is displayed at the bottom.
57 [[image:image-(2).png||alt="Accueil"]]
58 1. If you do not have a sufficiently recent version of DigDash Enterprise, contact your administrator or your DigDash contact. You can also consult the [[Update Guide>>doc:Digdash.deployment.installation.upgrade_dde.WebHome]].
59
60 If you do not have DigDash Enterprise and need to install it yourself, please contact your administrator or your DigDash contact. You can also consult the [[Installation guides>>doc:Digdash.deployment.installation.WebHome]]. Then go to the [[Connection >>||anchor="Connexion"]]section of this tutorial.
61
62 == Authorization group ==
63
64 In order to be able to use the required functionalities, in particular the Studio, your DigDash Enterprise user account must be a member of the **Dashboard Designer** authorization group.
65
66 If you do not have administrative rights, or if in doubt, contact your DigDash Enterprise administrator.
67
68 = Retrieving source files =
69
70 In order to complete this tutorial, you must first retrieve the source data files: the Excel files "__**[[telecomfr.xls>>attach:telecomfr.xls]]**__" and "__**[[retailfr.xls>>attach:retailfr.xls]]**__"
71 Please click on the name of each file to download it.
72
73 = Step 1: Connect to the Studio{{id name="Connexion"/}} =
74
75 Once you have checked the prerequisites in the previous section and retrieved the source files, you are ready to start this tutorial!
76
77 We're going to use the Studio to prepare the data for our future dashboard. We'll start by connecting to DigDash and the Studio.
78
79 == Logging in to DigDash Enterprise ==
80
81 === Connecting to the home page ===
82
83 1. First of all, make sure you have the internet address of the DigDash Enterprise installation as well as your user name and password.
84 1*. Your DigDash Enterprise administrator should have given you this information beforehand.
85 1*. If in doubt, please contact your DigDash Enterprise administrator.
86 1. Using your web browser, go to the address you have been given: the DigDash Enterprise home page will be displayed.
87
88 === Discovering the home page ===
89
90 Once you have completed the previous connection stage, the following home page will be displayed in your browser.
91
92 [[image:Homepage_items_FR.png||alt="Page d'accueil"]]
93
94 This home page contains a main menu giving access to the various components of DigDash Enterprise as well as an insert giving access to various items such as documentation or the software version.
95
96 The numbered items are the ones we are interested in for this tutorial. They are detailed in the table below:
97
98 |=(% style="width: 194px;" %)__**1**__**: **Help and version|(% style="width:853px" %)In the central area at the bottom of the home page, you can access help on DigDash Enterprise in the form of online documentation and a forum.
99 The version currently in use is also displayed in the lower part of this area.
100 |=(% style="width: 194px;" %)__**2**__: DashBoard|(% style="width:853px" %)(((
101 The **DashBoard** button gives you access to the dashboards you or your team have already created. This is where you can view the dashboard you've built.
102 )))
103 |=(% style="width: 194px;" %)__**3**__: Dashboard editor|(% style="width:853px" %)The **Dashboard Editor **button gives you access to dashboard editing. From this menu you can insert graphs in the dashboard, add filters, etc.
104 |=(% style="width: 194px;" %)__**4**__: Studio|(% style="width:853px" %)The **Studio **button provides access to** **data preparation. This is where you can import data, configure the data model and create flows (graphs, tables, etc). This is why, in this tutorial, we will concentrate mainly on this part of DigDash Enterprise.
105
106 As you can notice, the main menu also provides access to the **Configuration** component. This contains advanced configuration elements that are not covered in this tutorial.
107
108 == Connecting to the Studio ==
109
110 1. From the home page, click on the **Studio **button: a login page opens.
111 [[image:Login_dialog_FR.png||alt="Connexion"]]
112
113 (% start="2" %)
114 1. (((
115 (% class="wikigeneratedid" %)
116 Enter your username and password, then click on the **Login **button: the **Studio** window appears.
117 [[image:First_view_Studio_EN.png]]
118 )))
119
120 (% class="wikigeneratedid" %)
121 The window opens to the** Flows** page, which contains all the graphs, tables, etc., that are available in the Studio. We'll come back to this later when we talk about creating charts. First, we'll look at the Data models section.
122
123 = Step 2: Creating the 'telecom' data model{{id name="modele_telecom"/}} =
124
125 (% class="box infomessage" %)
126 (((
127 A **data model **is an intelligent representation of raw data in a business language to be adapted to the end user.
128 DigDash Enterprise detects the source data types (temporal or geographical dimension).
129 )))
130
131 Here we will import data from the Excel file "telecomen.xls" (retrieved earlier), which represents data from a fictitious telecommunications company. We will then enrich this source to build a data model that will enable us to create relevant graphs.
132
133 To do this, switch to the **Models **page by clicking the **Models** button on the left of the window.
134
135 [[image:Models_tab_EN.png||alt="Models tab"]]
136
137 In the central area** (1)**, you can view the list of existing data models for each role. In this illustration, no role has been created, so there is only the **Personal models** tab attached to the automatically created Personal role.
138
139 At the top right **(2)**, you can access the help menu [[image:Bouton aide.png||alt="Bouton_aide"]].
140
141 {{info}}
142 Roles are a collection of data sources and charts attached to these sources.
143
144 * Each user has a personal role automatically created in DigDash Enterprise.
145 ** It is in this role that each user can create their charts;
146 ** It is also in this role that the data source and charts generated in the Wizard will be positioned;
147 * In addition to this personal role, your organization may have common roles, useful for collaborative work and sharing dashboards between multiple team members. These roles are generally given a business-related name, for example, HR, Finance, or Production.
148 {{/info}}
149
150 == Importing the "telecom" data source{{id name="Import_telecom"/}} ==
151
152 {{warning}}
153 This tutorial assumes that you will import your data sources and create your charts in your personal role.
154 {{/warning}}
155
156 To import data from the "telecom" source file:
157
158 1. Click the **New model** button.
159 1. In the **Create a new data model** box, select **All types** in the **Files** section.
160 [[image:Create_new_model_file_EN.png]]
161 ➡ The **Search remote files **box appears:
162
163 [[image:Search_remote_files_dialog_EN.png||data-xwiki-image-style-alignment="center" height="370" width="684"]]
164
165 1. In the **Server** drop-down list, select "**Common Datasources**".
166 1. Click the **Add file...** button.
167 1. In the **Select file** dialog** **that appears, keep the default selection** From your computer**.
168 1. Click **Add **to select the "**telecomen.xls**" file retrieved earlier.
169 1. Click **OK**.
170
171 The file is now saved on the DigDash**"Common Datasources**" server and accessible to all users.
172
173 {{info}}
174 ℹ If the //UserDocs// document server is selected, the documents are only accessible to the user who uploaded them.
175 {{/info}}
176
177 (% start="6" %)
178 1. In the **Search remote files** box, select "**telecomen.xls**".
179
180 [[image:Search_remote_files_dialog_EN.png||data-xwiki-image-style-alignment="center" height="364" width="673"]]
181
182 (% start="7" %)
183 1. Click **OK.**
184
185 The **Excel File **window appears. It offers options for selecting and transforming data, as well as a preview of the data.
186
187 [[image:telecom_initial_preview_FR.png||alt="Prévisualisation"]]
188
189 The elements in the first row of the table correspond to the data types in each column. We will therefore use them as column headers. For example, Region for column 1. To do this
190
191 * In the **Data selection** section, check the **First row as header** box.
192 [[image:Data_selection_FR.png||alt="Sélection des données"]] [[image:1737965925749-449.png||alt="En-têtes"]]
193
194 We are now going to filter out any rows where the Date field is empty. To do this :
195
196 1. In the **Data selection** section, click on the **Add... **button under** Rows must comply with ... the following rules**.
197 The **Edit filter rule** box appears:
198 [[image:Rule_filter_date_FR.png||alt="Règle filtre"]]
199
200 (% start="2" %)
201 1. Leave the default values: **Date **in the first drop-down list and "**is not empty**" in the second drop-down list.
202 1. Click **OK **then **Next**.
203
204 The rule is then added in the corresponding field.
205
206 [[image:Rule_filter_added_FR.png||alt="Règle ajoutée"]]
207
208 (% class="wikigeneratedid" %)
209 We can now move on to configuring the data model: click on the **Next **button at the bottom right** to **open the advanced data model configuration window.
210
211 == Configuring the data model ==
212
213 The **Excel File **window opens on the first **Columns** tab. You will notice that the title of the second **Properties **tab is preceded by a cross on a red background.
214 [[image:1737966259922-185.png||alt="Onglets"]]
215
216 A name needs to be entered for the data model.
217
218 1. Click on the **Properties** tab **.**
219 1. Name the data model "**telecom**".
220 [[image:1737966379073-579.png||alt="Nom modèle"]]
221
222 We are now going to enrich the source data in order to create a data model that will enable us to create relevant graphs. We will create :
223
224 * a manual hierarchy of company departments (Management, Production, etc)
225 * an automatic hierarchy for hardware (phone models)
226 * an objective on consumption costs
227 * a calculated measure varying communication costs according to the €/$ exchange rate.
228
229 To do this, go back to the **Columns** tab.
230
231 === Creating a manual hierarchy ===
232
233 (% class="box warningmessage" %)
234 (((
235 Remember to save your data model regularly by clicking on the **Apply **button at the bottom right of the screen.
236 )))
237
238 Here we are going to create a manual hierarchy of the company's departments. We will first group the departments into Functions. We will then group these grouped functions into Activities. For example, the **Administration** function will group together the **Purchasing**, **Legal **and **IS **departments and will be attached to the **Support** activity.
239
240 1. In the list of columns, select **Department.**
241 1. In the **Hierarchies** section of the right-hand panel, click on the **Add** button symbolised by a** + **and select **Manual Grouping**.
242 [[image:Add_manual_grouping_FR.png||alt="Groupement manuel"]]
243
244 ➡ The **Create a hierarchy on the "Department" dimension **box appears.
245
246 (% start="3" %)
247 1. The default**Identifier** is **Group 0**. Rename it to **Department Type**.
248 [[image:Manual_grouping1_FR.png||alt="Hiérarchie ~"Type de service~""]]
249 1. A first level called **Level 0** contains all the values in the column, rename this level **Function**.
250 1*. Click on the pencil button [[image:Rename_button_FR.png||alt="Renommer"]] button to the right of the field.
251 1*. Change the name in the **Rename level "Level 0"** box.
252 1*. Click on **OK.**
253
254 [[image:Manual_grouping_rename_level_FR.png||alt="Renommer le niveau" data-xwiki-image-style-alignment="center"]]
255
256 **Creating Function groups**
257
258 To create groups at this **Function** level **:**
259
260 1. Click on the **Add... **button in the bottom left-hand corner.
261 1. In the **Group Name** dialog box which appears, enter the name of the first function: **Sales**.
262
263 [[image:Manual_grouping_sales_FR.png||alt="Ajout fonction" data-xwiki-image-style-alignment="center"]]
264
265 (% start="3" %)
266 1. Repeat the operation for the **Management**, **Production **and **Administration** functions.
267
268 (% class="wikigeneratedid" id="HAllocationdemembresauxgroupes:" %)
269 **Allocating members to function groups**
270
271 (% class="wikigeneratedid" %)
272 We are now going to allocate members to each group, i.e. assign activities to each function.
273
274 1. In the **Group **list on the left, select **Administration **and then tick **Purchasing**, **Legal **and **IS **in the **Member** list on the right.(((
275 [[image:Manual_grouping_admin_items_FR.png||alt="Membres Administration" data-xwiki-image-style-alignment="center"]]
276 )))
277 1. Repeat the operation for :
278
279 * **Commercial **: Marketing and Sales
280 * **Management **: Management, Finance and HR
281 * **Production **: Production and R&D
282
283 **Add a second level and create Activity groups**
284
285 Let's add a second **Activity **level which will allow us to group the functions into 2 activities: **Main and Support.**
286
287 1. Add a second level by clicking on the **+** button.
288 1. A level called **Level 1** is added after Function. Rename this level **Activity**.
289 1*. Click on the pencil button [[image:Rename_button_FR.png||alt="Renommer"]] to the right of the field.
290 1*. Change the name in the **Rename level "Level 1"** box.
291 1*. Click **OK.**
292
293 [[image:Manual_grouping_level2_FR.png||data-xwiki-image-style-alignment="center"]]
294
295 To create groups at this **Activity** level **:**
296
297 1. Click on the **Add... **button at the bottom left.
298 1. In the **Group Name** dialog box which appears, enter the name of the first activity: **Main**.
299 1. Repeat the operation for the second activity: **Support**.
300
301 **Allocating members to activity groups**
302
303 1. In the **Group **list on the left, select **Main **and then,** in **the **Member** list on the right, tick **Commercial** and **Production.**
304 1. Repeat the operation **for Support: **Management, Administration.
305
306 [[image:Manual_grouping_activity_FR.png||alt="Niveau Activité" data-xwiki-image-style-alignment="center"]]
307
308 (% start="3" %)
309 1. Click **OK **to confirm the two-level hierarchy.
310
311 === Creating an automatic hierarchy ===
312
313 Here we are going to build a group hierarchy based on other dimensions of our data model. We will group the different types of equipment by row type.
314
315 1. In the list of columns, select **Hardware**.
316 1. In the **Hierarchies** section of the right-hand panel, click on the **Add** button symbolised by a** + **and select **Automatic grouping**.
317 [[image:Auto_grouping1_FR.png||alt="Groupement auto" data-xwiki-image-style-alignment="center"]]
318
319 The **Group Edit **box is displayed.
320
321 (% start="2" %)
322 1. The default group name is **Group 0**, rename it **Hardware Type**.
323 The full path of the hierarchy is displayed on the **Full Path** line.
324 Each hierarchy level is separated from the next by a /.
325 **Hardware **is the first level of the hierarchy.
326 1. Open the drop-down list for the second level and select **Line type**.
327 [[image:Auto_grouping_material_type_FR.png||alt="Edition de groupe" height="488" width="832"]]
328 1. Click **OK** to confirm.
329
330 === Creating a target ===
331
332 We are now going to create a target for the **Communication cost** measure. Here we want to achieve a €21,000 reduction in communication costs.
333
334 1. In the list of columns, select **Communication costs**.
335 1. In the **Objectives** section of the right-hand properties panel, click on the **Add** button, symbolised by a** +**.
336 [[image:Add_target_FR.png||alt="Ajout objectif"]]
337
338 The **Target Definition** box appears.
339
340 1. Enter the name of the target: **Downstream cost**.
341 1. In the **Target Type** drop-down list, select **Downward**.
342 1. In the **Type** drop-down list,** select Allocation **and then, in the **Target** field, enter the value **21,000**.
343 [[image:Add_target_cost_FR.png||alt="Définition objectif"]]
344 1. Click **OK **to confirm.
345
346 === Creating a variable ===
347
348 We are going to create a Euro/Dollar conversion variable which we will later use to create a measure calculating communication costs as a function of the Euro/Dollar exchange rate.
349
350 To do this
351
352 1. Click on the **Variables** tab.
353 1. Click the **Add **button symbolised by a **+ to **add a variable**.**
354 1. In the variables edit window that appears, fill in the following fields:
355 1*. **Name**: Euro Dollar
356 1*. **Default value **: 1.4
357 1*. **Minimum value **: 0.6
358 1*. **Maximum value **: 2
359 1*. **Increment **: 0.01
360
361 [[image:Create variable_FR.png||alt="Ajout variable" data-xwiki-image-style-alignment="center"]]
362
363 (% start="4" %)
364 1. Click the **Apply **button to confirm: the variable is added to the list on the left.
365
366 [[image:1737987612796-182.png||alt="Variable ajoutée" data-xwiki-image-style-alignment="center"]]
367
368 === Creating a calculated measurement ===
369
370 (% class="wikigeneratedid" %)
371 Here we are going to create a measure enabling us to calculate the communication costs as a function of the Euro/Dollar exchange rate. To do this, we'll use the Euro/Dollar conversion variable that we've just created.
372
373 1. Return to the** Columns** tab.
374 1. Click on the **New Measure** and select **Calculated Measure (advanced user)...**
375 [[image:New_measure_FR.png]]
376 1. In the **Calculated Measure **window that opens, enter the desired name in the** Measure** field: //Euro Dollar Cost //then click on [[image:1737989213477-565.png||alt="Valider"]] to confirm.
377 1. Enter the calculation formula:
378 1*. In the **Measurements** list on the left, double-click on **Communication cost **: the measurement is added to the** Formula** field on the right.
379 [[image:Calculated_measure_1_FR.png||alt="Mesure calculée"]]
380 1*. After// <Communication cost(sum)>,// type //***1.4/.**//
381 1*. In the **Variable **list on the left, double-click **Euro Dollar **to add it after the formula.
382 [[image:Calculated_measure_1_FR.png||alt="Mesure calculée"]]
383 1. A preview of the result of the formula is shown on the right. The measurement is displayed as a temporary measurement with the extension //tmp.//
384 1. Click **OK **to validate the formula.
385
386 Our data model is now complete.
387 Click **Finish **then **Ignore **in the **Add comment on modification** dialogue box.
388
389 [[image:Add_comment_message_FR.png||alt="Ignorer commentaire"]]
390
391 You are now back on the Templates page and your "telecom" data model is now listed.
392
393 [[image:telecom_model_added_FR.png||alt="Modèle ajouté"]]
394
395 We can now move on to creating the graphs which will later be used to build our dashboard.
396
397 = Step 3: Creating the 'telecom' graphs =
398
399 (% class="wikigeneratedid" %)
400 Here we are going to create several graphs and charts from the data model we have just prepared:
401
402 * a bar chart showing the cost of communication by type of service
403 * a map showing communication costs by region
404 * a gauge graph comparing communication costs** to **a target
405 * a {{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} chart showing the impact of variations in the Euro/Dollar exchange rate on communication costs.
406
407 (% class="wikigeneratedid" %)
408 Graphs and charts are called **Flows **in DigDash Enterprise. They are created from the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page in the Studio.
409
410 (% class="box infomessage" %)
411 (((
412 An information **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **is connected to a **data model**.
413 It can be a **graph**, a **table, **a **map **or a **{{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}**.
414 )))
415
416 (% class="wikigeneratedid" %)
417 [[image:Studio_window_FR.png||alt="Onglet Flux"]]
418
419 (% class="wikigeneratedid" %)
420 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page lists the flows previously created in each role. Here, only personal Flows are visible, as there are no other roles.
421 The panel on the right shows the properties of the selection and provides access to a number of options and functions that we won't go into here.
422
423 == Creating the graph Communication costs by type of service ==
424
425 {{warning}}
426 **Ce tutoriel part du principe que vous allez** **importer vos sources de données et créer vos graphiques dans votre rôle personnel.**
427 {{/warning}}
428
429 __**Purpose **__: to display a bar graph showing the **Communication Cost **by **Service Type**. From their dashboard, users can navigate the **Service Type** hierarchy.
430
431 1. On the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click on the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create a graph or {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} **box is displayed.
432 [[image:Flow_create_new_FR.png||alt="Créer un flux" height="671" width="1069"]]
433
434 (% start="2" %)
435 1. In the** Comparison** category, select** Bars**: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
436 [[image:Flow_properties_dialog_FR.png||alt="Propriétés du flux"]]
437
438 First we need to select the data model to be used.
439
440 1. In the **Data model** section, click on the hamburger button to the right of the **Name **field and then, in the pop-up menu, on **Existing**.[[image:1737990363577-483.png||alt="Sélection modèle"]]
441
442 (% start="2" %)
443 1. In the **Data Model Manager **window that appears, select the //**telecom**// model from the list and click **OK.**
444
445 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window is then populated with the elements of the data model, such as the measurements and dimensions available in the** Measurements/Dimensions** panel on the left.
446 In the centre is the automatic preview, which will give a preview of the graph once the axes have been selected.
447 Around this area, the various rectangles (Bar, Stack, Multiplier, etc) are used to define the axes of the graph. Simply drag and drop the desired measurements and dimensions into these rectangles.
448
449 [[image:Flow_properties_dialog_telecom_FR.png||alt="Propriétés du flux"]]
450
451 1. Drag and drop the **Communication cost **measure onto the **Stacking** axis **.**
452 1. Drag and drop the **Department **dimension onto **Bar: **the **"Department" dimension: automatic selection** **of a level** window appears. We have already created a hierarchy for this dimension. It is therefore necessary to define the selected level.
453 1. Keep the automatic selection: **Department Type **hierarchy and **Activity** level.
454 1. Check **Add the "Navigate** **hierarchies" action** so that you can then navigate the hierarchies directly on the graph.
455 [[image:Dpt_dimension_level_selection_FR.png||alt="Naviguer dans hiérarchies"]]
456
457 (% start="5" %)
458 1. In the **Interaction** tab of the right-hand panel,** you **can check that the **Navigate in hierarchy** action has been applied.
459 [[image:Clic_interaction_FR.png]]
460
461 (% start="6" %)
462 1. Use the refresh button [[image:Refresh_preview_button_FR.png||alt="Rafraîchir aperçu"]] to preview the graph.
463 You can activate automatic refresh by clicking on this button and selecting **Automatic** from the context menu.
464 [[image:1737991257495-119.png]]
465
466 You can now click on the **Main **and **Support **members to move down the manual hierarchy prepared in the data model.
467
468 [[image:1737991343697-756.png||alt="Naviguer dans hiérarchie" data-xwiki-image-style-alignment="center"]]
469
470 You can finish by entering the name of this new graph: **Communication cost per department, **then clicking** OK **at the bottom right of the window to save the graph.
471
472 [[image:Save_cost_com_dpt_FR.png||alt="Coût de communication par service"]]
473
474 The **Communication cost** **per service** chart now appears in the list of your **personal Flows**.
475
476 [[image:1737991619816-420.png||alt="Flux ajouté"]]
477
478 == Creating the Communication costs by region chart ==
479
480 **__Objective__**To create a map showing communication costs by continent. When the dashboard containing this chart is displayed, users can navigate through the continents to display **costs by country **and then by **region**.
481
482 [[image:Formation_Niveau_1_Tutoriel_2020R1_FR-_2__html_d51edeef6e19accb.jpg||queryString="width=444&height=264" data-xwiki-image-style-alignment="center" height="264" width="444"]]
483
484 1. On the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click on the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create a chart or {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} **box is displayed.
485 1. In the** Maps** category, select** Map**: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
486
487 First we need to select the data model to be used.
488
489 1. In the **Data model** section, click on the hamburger button to the right of the **Name** field: the** "telecom" **model is now directly proposed in the pop-up menu.[[image:1737991828227-890.png||alt="Sélection telecom" data-xwiki-image-style-alignment="center"]]
490 1. Click on it to select it.
491
492 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window is now populated with the elements of the **"telecom"** data model.
493 We can now configure the mapping.
494
495 1. From the **Columns** tab, drag and drop the **Communication cost **measure onto the**Measure axis**.
496 1. Drag and drop the **Region **dimension onto the **Geography **axis **: **the** "Region" dimension: automatic selection of a level** window opens.
497 1. Keep the default hierarchy, and tick **Add the "Navigate in hierarchies" action **to be able to navigate in the different levels of the cartography.
498 [[image:Region_dimension_level_selection_FR.png||alt="Niveau hiérarchie" data-xwiki-image-style-alignment="center"]]
499 1. Refresh the chart preview if necessary.
500 1. Click, for example, on **Europe** to see the detailed costs in this area.
501
502 [[image:1737992541078-425.png||alt="Carte" data-xwiki-image-style-alignment="center"]]
503
504 (% id="cke_bm_9737S" style="display:none" %)You (%%)can finish by entering the name of this new chart: **Communication costs by region, **then clicking** OK **at the bottom right of the window to save the chart.
505
506 [[image:1737992579727-834.png||alt="Nom flux" data-xwiki-image-style-alignment="center"]]
507
508 (% class="wikigeneratedid" %)
509 The **Communication cost** by service graph now appears in the list of your **personal Flows**.
510
511 == Creating the gauge graph Cost objective ==
512
513 **__Objective__: To **create a **gauge **comparing **communication costs **with a target, which we have previously defined in the data model.
514 As a reminder, the company wants to achieve a €21,000 reduction in communication costs.
515
516 1. (% id="cke_bm_9831S" style="display:none" %)On (%%)the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click on the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create a graph or {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} **box is displayed.
517 1. In the** Indicators** category, select** Gauge**: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
518 1. As with the previous graph, start by selecting** the "telecom**" data model.
519
520 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window is then populated with the elements of the **"telecom**" data model.
521 We can now configure the gauge.
522
523 1. From the **Columns** tab, drag and drop** the Communication cost **measure into the **Measure** area.
524 1. Right-click on the dropped measurement to check that the selected target is the **Downlink Cost **as defined in the data model.
525
526 [[image:1737992981917-837.png||alt="Objectif coût descendant" data-xwiki-image-style-alignment="center"]]
527
528 (% start="3" %)
529 1. Refresh the graphical preview if necessary to view the gauge with the cost reduction target of 21,000 euros.
530
531 [[image:Gauge_cost_FR.png||alt="Jauge" data-xwiki-image-style-alignment="center"]]
532
533 (% start="4" %)
534 1. You can change the style of the gauge to the right of the **Type **at the top of the window.
535
536 [[image:Gauge_style_FR.png||alt="Style jauge" data-xwiki-image-style-alignment="center"]]
537
538 (% start="5" %)
539 1. Rename the graph: **Cost target**.
540 1. Click **OK **to save the graph and add it to your personal Flows.
541
542 == Creating the Euro Dollar Simulation graph ==
543
544 **__Objective__** To create a graph showing the impact of variations in the euro/dollar exchange rate on **communication costs**.
545
546 (% class="box infomessage" %)
547 (((
548 We have already created several graphs. So we're only going to cover the main steps now.
549 )))
550
551 1. Create a **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} **chart (in the **Comparison** category).
552 1. In the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window, select the **"telecom"** data model.
553 1. From the **Columns** tab **,** drag and drop the **Communication Cost **and **Euro Dollar Cost **measures onto **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}}**.
554 1. Drag and drop the **Date **dimension onto the **Abscissa** axis.
555 Change the hierarchy to **Month Year **and the level to **Year, **then tick **Add the "Navigate hierarchies" action**.
556 1. Refresh the graphical preview if necessary to view the curve.
557
558 [[image:Lines_euro_dollar_simulation_FR.png||alt="Simulation euro dollar"]]
559
560 (% start="6" %)
561 1. Rename the graph: **Euro Dollar Simulation.**
562 1. Click **OK **to save the graph and add it to your personal Flows.
563
564 = Step 4: Creating the retail data model =
565
566 Here we are going to import the data from the Excel file "retail.xls" (retrieved earlier) which represents the data from a fictitious retail business.
567
568 To do this, switch to the Templates page by clicking on the **Templates** button on the left of the window.
569
570 == Importing a data source ==
571
572 To import data from the "retail" source file :
573
574 1. Click on the **New template** button.
575 1. In the **Create a new data model** box, select **All types** in the **Files** section.
576 [[image:New_model_all_files_FR.png||alt="Nouveau modèle" data-xwiki-image-style-alignment="center"]]
577
578 The **Search for remote documents **box is displayed
579
580 1. In the **Server** drop-down list, select "**Common Datasources**".
581 1. Click the **Add a file to the server...** button.
582 1. **The Select a local file or URL **box appears, keep the default selection** From your computer**.
583 1. Click **Browse **to select the**"retail.xls**" file retrieved earlier.
584 [[image:1737994479521-399.png]]
585
586 (% start="5" %)
587 1. Click **OK**.
588
589 The file is now saved on the DigDash**"Common Datasources**" server and accessible to all users.
590
591 {{info}}
592 NB : si le serveur de document //**UserDocs **//est sélectionné les documents ne sont accessibles qu’à l’utilisateur les ayant déposés.
593 {{/info}}
594
595 (% start="6" %)
596 1. In the **Search for remote documents** box, select "**retail.xls**".
597 [[image:1737994913796-878.png||alt="Sélection retail"]]
598 1. Click **OK.**
599
600 The **Excel File **box appears. It offers data selection options and a preview of the data.
601
602 [[image:retail_initial_preview_FR.png||alt="Prévisualisation retail"]]
603
604 The elements in the first row of the table correspond to the data types in each column. We will therefore use them as column headings. For example, Warehouse Region for column 1. To do this
605
606 1. In the **Data selection** section, check the **First row as header** box.
607 [[image:Data_selection_FR.png||alt="Sélection données"]] [[image:1737995219520-415.png||alt="En-têtes"]]
608
609 We are now going to filter out any rows where the Date field is empty. To do this :
610
611 1. In the **Data selection** section, click on the **Add**... button
612 The **Edit filter rule** box appears:
613 [[image:Rule_filter_date_FR.png||alt="Règle filtre"]]
614
615 (% start="2" %)
616 1. Leave the default values: **Date **in the first drop-down list and "**is not empty**" in the second drop-down list.
617 1. Click **OK **then **Next**.
618
619 The rule is then added in the corresponding field.
620
621 [[image:Rule_filter_added_FR.png||alt="Règle ajoutée"]]
622
623 We can now move on to configuring the data model: click on the **Next **button at the bottom right** to **open the advanced data model configuration window.
624
625 == Configuring the data model ==
626
627 The advanced data model configuration window** opens **on the first **Columns** tab. You will notice that the title of the second **Properties **tab is preceded by a cross on a red background.
628 [[image:1737995362210-982.png]]
629
630 A name needs to be entered for the data model.
631
632 1. Click on the **Properties** tab **.**
633 1. Name the data model "**retail**".
634 [[image:Model_name_retail_FR.png||alt="Nom retail"]]
635
636 (% start="3" %)
637 1. Click **Finish **to close the **Advanced configuration** box.
638
639 The "retail" data model is then added to the list of your **Personal Models**.
640
641 = Step 5: Creating a "retail" chart =
642
643 We are now going to create a chart from the**"retail"** data model we have just prepared.
644
645 **__Objective__** To create a {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}} showing the sales achieved on the three best products. The sales trend and margin target will be displayed in the table in the form of icons.
646
647 1. On the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click on the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create Chart or Document Builder **box is displayed.
648 1. In the** Tables** category, select** {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}} **: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
649 1. Select the**"retail"** data model.
650 [[image:Flow_properties_dialog_retail_FR.png||alt="Propriétés du flux"]]
651 1. From the **Columns** tab, drag and drop the **Product** dimension into the **Measures and dimensions** area at the top.
652 1. Create a new column by** clicking **on the[[image:1738051551898-154.png]]button **to **the right of **Column 1 **and then** Add a column**.
653 [[image:1738051534029-656.png]]
654 1. Drag and drop the **Sales, Target Margin** and **Trend **measures into the** Column 2 area .**
655 1. Drag and drop the **Warehouse Region **dimension into the left-hand **Measures and Dimensions **area.
656 1. In the **"Warehouse Region" dimension **window **: automatic selection of a level **is displayed, click **OK **and then delete the hierarchy.
657
658 [[image:Delete_hierarchy_FR.png||alt="Supprimer hiérarchie"]]
659
660 We are now going to apply a format to the **Margin **and **Trend **measurements in order to display them as icons in the table.
661
662 1. Right-click on **Target Margin **and apply the **Target** format **(icon)** to it.(((
663 [[image:MArgin_objective_FR.png||alt="Format objectif (icône)"]]
664 )))
665 1. Right-click on **Trend **and apply the **Trend** format **(icon)**.(((
666 [[image:Add_trend_icon_FR.png||alt="Tendance (icône)"]]
667 )))
668
669 Here we want to rank the top 3 sales figures by product. To do this
670
671 1. Click on the medal icon at the top of "**Column 1**" and then enter the following options:(((
672 [[image:Top_3_revenue_FR.png||alt="Top 3"]]
673 )))
674 1. In **Column 1,** click on the sorting option:
675 1*. Tick the box.
676 1*. Choose**"Sort by measure**".
677 1*. Select **"Descending"**.
678 1*. Click on **Close** to confirm.
679 [[image:Sort_revenue_FR.png||alt="Tri"]]
680
681 (% start="3" %)
682 1. (((
683 Refresh the graphical preview if necessary to view the {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}}.
684 [[image:Cross_table_top3_revenue_FR.png||alt="Tableau croisé"]]
685 )))
686 1. (((
687 Rename the chart: **Sales for top 3 products.**
688 )))
689 1. (((
690 Click **OK **to save the table and add it to your personal Flows.
691 )))
692
693 = Step 6: Creating the dashboard =
694
695 We've finished creating the Flows (charts, map, table) we need to create our dashboard. We can now leave the **Studio **and move on to creating the dashboard.
696 To do this, we're going to work in** the Dashboard Editor.**
697
698 == Connecting to the Dashboard Editor ==
699
700 1. Return to the DigDash Enterprise home screen. From **Studio**, you can :
701 1*. Click on the DIGDASH STUDIO logo at the top left of the page.
702 [[image:1738054854124-316.png||alt="Logo DigDash"]]
703 1*. Click on **Start Page** in the expandable menu at the top right.
704 [[image:1738054951221-476.png||alt="Menu déployable"]]
705 1. Once on the**Home screen**, click on the **Editor** button: a login page will open.
706 1. Enter your user name and password, then click on the **Login **button: the **DIGDASH Editor** window will appear.
707 [[image:Digdash_Editor_FR.png||alt="Editeur"]]
708
709 Let's have a quick look at the**Dashboard Editor.**
710
711 |=__1__: Roles and pages|(((
712 The central area displays the dashboard pages (2nd line) for each role (1st line).
713
714 When you log on for the first time, a personal page called **My Dashboard **is automatically created in your personal role (in this example: John). The personal role bears the user's name, and only the user has access to it.
715
716 Here we have the dashboard pages created during the tutorial Creating my 1st dashboard with the Dashboard Creation Wizard.
717 )))
718 |=__2__: Menu bar|The menu bar contains various functions and options:(((
719 * a help menu [[image:1738055877742-421.png||height="29" width="28"]]
720 * the dashboard creation wizard [[image:ACTB_button.png||alt="Assistant tableau de bord" height="28" width="28"]]
721 * switch to view mode for the dashboard you are editing [[image:Dashboard_button.png||alt="Bouton Dashboard" height="27" width="33"]]
722 * a save button [[image:Save_Dashboard_button_FR.png||alt="Bouton Sauvegarder"]]
723 * a menu that can be expanded from the user name, with a number of advanced options [[image:1738055900327-125.png||alt="Menu utilisateur" height="30" width="105"]]
724 )))
725 |=__3__: Page content menu|This menu provides access to the content elements, filters and variables that you can add to the dashboard.
726
727 == Choosing a dashboard model and inserting charts ==
728
729 First we will choose a dashboard model, i.e. a layout for the elements on the dashboard page. We can then add the graphics we want.
730
731 1. Select **My Dashboard **then, in the panel to the right of **My Dashboard**, click on the cogwheel to the right of** Display mode.**(((
732 [[image:Page_display_mode_select_model_FR.png||alt="Mode d'affichage"]]
733 )))
734 1. In the window which appears, select **Templates** from the **Display mode** drop-down list, then click on the cogwheel to access the available templates.
735 1. In the **Templates **window that appears, select the**"Graphics + Filters at top**" template.
736 [[image:1738069240304-301.png||alt="Sélection modèle"]]
737
738 Your page now contains areas where you can drag and drop graphics or filters.
739
740 [[image:Model_applied_to_page_FR.png||alt="Modèle de page"]]
741
742 (% class="box infomessage" %)
743 (((
744 You may notice an asterisk * to the right of **My Dashboard**. This means that changes made to the dashboard have not been saved.
745 Remember to save your work regularly by clicking on the **Save **button in the menu bar at the top right of the screen.
746 )))
747
748 We are going to insert the following graphs:
749
750 * //Communication costs by department//
751 * //Communication costs by region//
752 * //Target Cost//
753 * //Turnover for top 3 products//
754
755 To do this
756
757 1. In the left-hand side panel, select **Information flows (Existing graphs) **to display the list of existing flows**.**
758 1. From this list, drag and drop the graphs into the**"Drag and Drop Graph**" areas of your page.
759
760 [[image:Dashboard_page_graph_added_FR.png]]
761
762 == Adding a filter ==
763
764 We're going to add a line type filter to the page.
765
766 1. In the left-hand side panel, select **Filters / Variables** to display the available filter elements and variables.
767 1. Drag and drop **Line type **into the first **Dimension **area of the dashboard page.
768 [[image:Add_filter_FR.png||alt="Ajout filtre"]]
769
770 == Adding a dashboard page ==
771
772 Here we are going to add a dashboard page in which we are going to create a simulation of the communication costs according to the Euro Dollar conversion rate.
773
774 1. Click on the** + **icon to the right of **My Dashboard **to create a new dashboard page.
775 1. **In **the **Add a new page** box that appears :
776 1*. enter the name **Simulation**;
777 1*. select **Proportional **mode then click** OK.
778 [[image:Add_page_simulation_FR.png||alt="Ajout page Simulation"]] **
779 ➡ The new page is added.
780
781 (% start="3" %)
782 1. From the **Information {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} (Existing Charts) **section of the left-hand side panel, drag and drop the **Euro Dollar Simulation **chart into the new page.
783 1. From the **Filters/Variables** section, drag and drop** the Euro Dollar** variable below the chart.
784 1. Then drag and drop the **Line Type **filter to the left of the chart.
785 1. Save the dashboard by clicking on the **Save** button at the top right of the window.
786
787 [[image:Page_simulation_FR.png||alt="Page Simulation"]]
788
789 = Step 7: Displaying the dashboard =
790
791 You can now view the final result of your work!
792
793 To do this, click on the **Access the dashboard **button[[image:Dashboard_button.png||alt="Bouton Dashboard" height="27" width="33"]]button **at **the top right of the window.
794
795 (% class="box infomessage" %)
796 (((
797 If you haven't saved your changes, the editor will prompt you to save the dashboard: click **Save**.
798 [[image:Dashboard_access_dialog_FR.png]]
799 )))
800
801 You can now manipulate your dashboard by clicking on the graphs and filters, or by changing pages.
802
803 [[image:Navigating_Dashboard_page_FR.png]]
804
805 = Congratulations! =
806
807 You've managed to create a real dashboard from Excel source files.
808
809 We've seen how to :
810
811 * load a file ;
812 * configure a data model
813 * configure charts based on this data model;
814 * create and configure dashboard pages.
815
816 == Going further ==
817
818 You can go even further!
819
820 With the Studio, DigDash Enterprise lets you go into even more detail in configuring your data models, connect to your databases and join or combine several data sources.
821
822 Don't hesitate to get in touch with your DigDash Enterprise administrator or your DigDash referral contact to discuss this!