Wiki source code of Créer et appliquer un Alerteur

Last modified by Aurelie Bertrand on 2025/09/18 10:55

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2.1	1	(% class="box infomessage" %)
	2	(((
118.1	3	🙋 This tutorial is intended for advanced users.
2.1	4
118.1	5	⏱ It is designed to be followed independently in 1 hour.
2.1	6	)))
	7
	8	----
	9
	10	{{ddtoc/}}
	11
	12	----
	13
	14	= Introduction =
	15
118.1	16	In this tutorial, we are goint to discover how to create and apply an Alerter (or alerter format), using two examples.
2.1	17
118.1	18	The Alerter format is used to modify the display of data according to its value, using specific text, colors or icons. This makes it quick and easy to identify data requiring specific attention.
2.1	19
118.1	20	The dataset "retail" used in the tutorial corresponds to fictitious data from a retail company containing product information and data such as price, turnover, margin, etc.
2.1	21
118.1	22	This tutorial takes place in the Studio.
	23	The steps of this tutorial are as follows:
3.1	24
118.1	25	* Creation of the data model based on the file retailen.xlsx
	26	* Creation of tables showing turnover and margin data
	27	* Creation of new alerter formats
	28	* Application of alerter formats and vizualisation of results
4.2	29
118.1	30	= Prerequisites =
2.1	31
118.1	32	In order to complete this tutorial, you need to :
2.1	33
118.1	34	* have installed DigDash Enterprise version 2025R2 or higher;
	35	* be a user with the"Data model designer" authorization group;
	36	* download the Excel file [[retailen.xls>>attach:retailen.xls]].
2.1	37
	38	(% class="box" %)
	39	(((
118.1	40	ℹ The screenshots in this tutorial were produced using the Chrome browser. There may be slight differences depending on the browser.
2.1	41	)))
	42
118.1	43	= Step 1: Create and configure the data model =
2.1	44
118.1	45	== Import the data source retailen.xls ==
4.3	46
118.1	47	Here we're going to import the data from the Excel file retailen.xls downloaded earlier. To do this:
4.3	48
118.1	49	1. Launch the Studio.
	50	1. Click the Models tab.
	51	1. Click the New model button.
	52	1. In the Create a new data model box, select All types in the Files section; Then add and select the file //retailfr.en//.
	53	1. Click OK.
4.3	54
118.1	55	The Excel File window appears. It offers data selection options and a preview of the data. Here we will configure the data model.
4.3	56
118.1	57	== Configure the data model ==
4.3	58
118.1	59	The elements in the first row of the table correspond to the heading of the data in each column. We are therefore going to use them as column headings. To do this, in the Data selection section, check the First row as header box.
4.3	60
118.1	61	=== Filter product families ===
4.3	62
118.1	63	Here we are going to concentrate on the product families:
4.3	64
118.1	65	* Housing
	66	* Deli
4.3	67	* Dessert
118.1	68	* Tickets
4.3	69
118.1	70	We are therefore going to filter the rows for which the Product Family field is equal to the above values. To do this, in the Data selection section :
4.3	71
118.1	72	1. Click the Add... button.
	73	1. In the Edit filter rule box, select Product Family, then match regular expression and fill in Housing\|Deli\|Dessert\|Tickets.
	74	[[image:Rule_family_product_FR.png]]
	75	1. Click OK.
	76	➡ The other members of the Family dimension are greyed out.
	77	1. Click the Next button at the bottom right to open the Advanced configuration window.
4.3	78
118.1	79	=== Create the measures Sales (Year - 1) and Sales ~(% Progression) ===
4.3	80
118.1	81	We are now going to create 2 new measures using the assistant: Sales (Year - 1) and Sales ~(% Growth) in order to obtain the change in revenue from one year to the next. To do this:
4.3	82
118.1	83	1. In the Columns tab, click the New measure button.
	84	1. Click Calculated measure:
	85	1. For the measure Sales (Year - 1), drag and drop the Year - 1* function from the Transformer tab onto the Sales measure.
	86	[[image:Sales_y-1_EN.png\|\|alt="Sales-1" height="608" width="1073"]]
	87	1. For the measure Sales ~(% Progression):*
	88	1. Drag and drop the % Progression function from the General tab onto the Sales** measure.
	89	1. Define the progression between the First measure: //Sales (Year-1) //and the Second measure**: //Sales.//
	90	1. Select the Format : //Percentage //and click OK**.
	91	[[image:Sales_progression_FR.png\|\|alt="Sales progression"]]
	92	➡ The calculated measures are added to the list of columns.
	93	1. In the Properties tab, enter retailen as name for the data model and then click Finish at the bottom right to save it.
4.3	94
118.1	95	Now that the data model retail is configured, we can create the charts based on this model.
6.2	96
118.1	97	= Step 2: Create the charts =
6.2	98
118.1	99	We are now going to create the charts in which we will use the alerters. They will be based on the data model //retailen//.
6.2	100
118.1	101	To create a chart (flow), in the Flows tab, click the New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} button and then select the desired flow.
6.2	102
	103	(% style="line-height: 1.2; text-align: justify;" %)
118.1	104	== Table "Sales by Product family" ==
6.2	105
118.1	106	1. Create a new {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} and select {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}} as type.
	107	1. Select the data model and enter the name Sales by Product family.
	108	1. Drag and drop the dimension the Family onto the Column 1 axis.
	109	1. Place the measures Sales, Sales (Year-1) and Sales ~(% Growth) on the Line 1 axis.
	110	[[image:Salbes_by_family_FR.png\|\|alt="Sales by family" height="532" width="1014"]]
	111	1. Click the sort button for the Column 1 axis and apply a descending sort to the measure Sales.
	112	[[image:Sorting_sales_EN.png]]
	113	1. Click OK to save.
6.4	114
	115	(% style="line-height: 1.2; text-align: justify;" %)
118.1	116	== Table "Sales and margin for housing products" ==
6.4	117
118.1	118	1. Create a new {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} and select Table as type.
	119	1. Select the data model retailen and enter the name Sales and margin for housing products.
	120	1. Place the Product dimension on the Column 1 axis.
	121	1. Place the Sales and Margin measures on the Column 2 and 3 axes.
	122	1. Filter the Product Family on the member Housing.
	123	[[image:Sales_margin_housing_FR.png]]
	124	1. Click OK to save and confirm saving the filter.
	125	[[image:Saving_filters_EN.png\|\|alt="Saving filter"]]
6.5	126
118.1	127	= Step 3: Create alerter formats =
6.5	128
118.1	129	We are now going to create the alerters or alerter formats that we will use in the tables we created earlier.
6.6	130
118.1	131	To create a new alerter :
13.1	132
118.1	133	1. Go to the Managers tab and select Formats to open the Format editor.
	134	[[image:Format_manager_EN.png\|\|height="436" width="879"]](((
	135	➡ The Format editor opens and lists the available types and formats.
13.1	136	)))
118.1	137	1. Select the format type Alerter and click the + button.
	138	[[image:Format_editor_+_EN.png\|\|height="508" width="874"]]
6.6	139
118.1	140	== Create the alerter "_tutorial_progression" ==
13.2	141
118.1	142	We are going to create a first alerter to highlight the percentage increase of sales in the table "Sales by Product family":
13.2	143
118.1	144	* A red downward arrow for negative progession
	145	* A grey equal sign for zero progression
	146	* A green up arrow for positive progression
13.2	147
118.1	148	1. Create a new alerter with the name _tutoriel_progression and the role (None) (no role restriction).
	149	[[image:Format_name_tuto_progression_EN.png\|\|alt="Format name" height="165" width="367"]]
	150	➡ The new alerter is added to the list on the left.
	151	1. In the format edition part on the right, stay on the Default tab : the alert will apply by default to all languages.
13.3	152
	153	(% class="box infomessage" %)
	154	(((
118.1	155	💡 It is possible to select the language for which the alerter will be effective. In this way, we can disassociate a behaviour from the alerter format depending on the user's language.
13.3	156	)))
	157
	158	(% start="3" %)
118.1	159	1. Click the + button in the Edit format... section on the right to configure the different outputs:
	160	1. Zero progression :*
	161	11. For the Input Type*, select //Value //and enter //0//.
	162	11. For the Output Type, select //Colour + icon// with //Percent// Format*.
	163	11. Then select the grey equal sign as //Image//*.
	164	[[image:Zero_alerter_EN.png\|\|alt="Zero output"]]
	165	11. Click OK*.
	166	1. Negative progression :*
	167	11. For the Input Type*, select //Range//.
	168	11. Then select //-infinite// for the Minimum and enter //0// for the Maximum*.
	169	11. For the Output Type, select //Colour + icon// with //Percent// Format*.
	170	11. Then select the red down arrow sign as //Image//*.
	171	[[image:Neg_alerter_EN.png]]
	172	11. Click OK*.
	173	1. Positive progression :*
	174	11. For the Input Type*, select //Range//.
	175	11. Then enter //0// for the Minimum and select //+infinite// for the Maximum*.
	176	11. For the Output Type, select //Colour + icon// with //Percent// Format*.
	177	11. Then select the green up arrow sign as //Image//*.
	178	[[image:Pos_alerter_EN.png\|\|alt="Positive alerter"]]
	179	11. Click OK*.
	180	➡ The alerter items are listed.
	181	[[image:Alerter_tuto_progression_EN.png\|\|alt="Alerter progression" height="477" width="1033"]]
11.1	182
13.4	183	(% class="box infomessage" %)
13.2	184	(((
118.1	185	💡You can create several layouts for your alerter.
	186	Note also that the layout defined as Default will be used if no other layout applies to the data and that the order of priority for layouts is from top to bottom.
13.2	187	)))
	188
118.1	189	== Create the alerter "_tutorial_margin" ==
13.5	190
118.1	191	We're going to create a second alerter to highlight the margin value for the table "Sales and margin for housing products".
	192	Here, we're going to fill in the background of the data in green for any numerical value greater than or equal to 500. We will also add formatting to display data below the numerical value 480 in red:
13.5	193
118.1	194	1. Create a new alerter format with the name _tutorial_margin and the role (None) (no role restriction).
	195	➡ The new alert is added to the list on the left.
	196	1. In the format edition part on the right, stay on the Default tab : the alert will apply by default to all languages.
	197	1. Click the + button in the Format Editing section on the right to create the different layouts:
	198	1. Margin greater than 480 :*
	199	11. For the Input Type*, select //Value//.
	200	11. Then enter //480// for the Minimum and select //+infinite// for the Maximum*.
	201	11. For the Output Type, select //Color// with //Number// as Format*.
	202	11. Then select the Fill color* (green: #71c31f).
	203	[[image:Alerter>480_EN.png\|\|alt="Margin greater"]]
	204	11. Click OK*.
	205	1. Margin less than 480 :*
	206	11. For the Input Type*, select.
	207	11. Then// //select //-infinite// for the Minimum and enter //450// for the Maximum*.
	208	11. For the Output Type, select //Color// with //Number// as Format*.
	209	11. Then select the Fill color* (red: #d95858).
	210	[[image:Alerter<480_EN.png\|\|alt="Margin less"]]
	211	11. Click OK*.
	212	➡ The alerter items are listed.
	213	[[image:Alerter_tuto_margin_EN.png\|\|alt="Alerter margin" height="493" width="1066"]]
13.2	214
21.2	215	(% class="box infomessage" %)
	216	(((
118.1	217	💡Using an alerter to change the background color is a classic format application.
	218	You can also use alerter to change the output format according to the input data (for example, Percent instead of Number).
21.2	219	)))
	220
118.1	221	The creation of the alerters is now finished: click OK at the bottom right to save and close the Format editor.
	222	We're now going to assign the alerters to the data.
13.7	223
118.1	224	= Step 4: Apply the alerter to the data =
15.2	225
118.1	226	It is possible to apply an alerter format to a flow or a data model.
	227	It is generally recommended to apply an alerter format to the flow used to display the desired information.
	228	Indeed, by applying a format to the data model, you will affect all the flows using this model. Similarly, if you edit an existing model by assigning an alerter or other format, then when the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} is synchronized again, the data displayed will be modified.
16.1	229
118.1	230	Here we are going to apply the alerter formats to the Flows.
42.1	231
118.1	232	== Progression alerter ==
16.1	233
118.1	234	1. Open the table "Sales by Product family" from the Flows tab in the Studio.
	235	1. Right-click the measure Sales ~(% Progression).
	236	1. In the context menu that appears, click on Apply a format > Alerter > _tutorial_progression (Alerter).
	237	[[image:Apply_alerter_progression_EN.png\|\|alt="Apply alerter"]]
	238	\\➡ The display of the measure //Sales// //~(% Progression)// is modified.
	239	[[image:Sales_progression_alerter_EN.png\|\|alt="Display modified"]]
	240	1. Select a year in the Date filter, for example 2017, to view the case of positive or negative progression.
	241	[[image:Sales_progression_eg_EN.png]]
16.1	242
118.1	243	== Margin alerter ==
16.1	244
118.1	245	1. Open the t//able "Sales and margin for housing products" //from the Flows tab.
	246	1. Right-click the measure Margin.
	247	1. In the context menu that appears, click Apply a format > Alerter > _tutorial_margin_tutorial (Alerter).[[image:Apply_alerter_margin_EN.png\|\|alt="Apply alerter"]](((
	248	➡ The display of the //Margin// measurement is modified accordingly.
	249	[[image:Sales_margin_eg_EN.png\|\|alt="Margin alerter"]]
25.1	250
118.1	251	= Congratulations! =
25.1	252
118.1	253	You have successfully created and applied your first alerter formats.
25.1	254
118.1	255	Alerter formats allow more advanced formatting than a simple format or combination of colors and formats. You can display text in the user's language or display icons. It is possible to combine several alerters, as mentioned above.
	256	Moreover, alerters can be applied to many types of charts, not just tables.
25.1	257
118.1	258	The possibilities are endless, and it's up to you to discover all their facets!
25.1	259
	260
19.1	261	)))

Wiki source code of Créer et appliquer un Alerteur

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