Last modified by Aurelie Bertrand on 2025/09/08 09:17
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1 {{info}}
2 🙋 This tutorial is intended for intermediate users.
3
4 ⏱ It is designed to be completed independently in 2 hours.
5 {{/info}}
6
7 ----
8
9 {{toc depth="3"/}}
10
11 ----
12
13 = Introduction =
14
15 This tutorial introduces you to the **Dashboard Creation Wizard**.
16
17 The **Dashboard Creation Wizard**, included in the **Dashboard Editor**, allows you to create a dashboard from your data file intuitively, without any intermediate steps.
18
19 This tutorial uses a human resources dataset from a company in the Paris region, containing information on staff and data such as salaries, absenteeism, etc.
20
21 We will carry out all the steps from loading the data to creating the graphs and integrating them into the dashboard pages.
22
23 Before we do that, however, we'll check that the prerequisites for this tutorial have been met.
24
25 {{info}}
26 The screenshots in this tutorial were created using the Chrome browser.
27
28 Depending on your browser, some presentations may vary slightly.
29 {{/info}}
30
31 = Prerequisites =
32
33 In order to complete this tutorial, you will need to :
34
35 * have installed DigDash Enterprise version 2025R1 or later;
36 * be a member of the "End-user for Self-Service BI" authorisation group;
37
38 These requirements are detailed below.
39
40 == (% style="background-color:#ffffff" %)DigDash Enterprise version (2025R1 or later)(%%) ==
41
42 (% class="wikigeneratedid" %)
43 To be able to follow this tutorial, you need to be using version 2025R1 or later of DigDash Enterprise.
44
45 To find out which version you are currently using:
46
47 1. Log in to the DigDash Enterprise home page as described in the section [[Login to DigDash Enterprise>>||anchor="Connexion"]] section of this tutorial.
48 1. Explore the central area at the bottom of the page: the version of the installation currently in use is displayed at the bottom.
49 [[image:homepage.png||alt="Accueil"]]
50 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 [[Upgrade guide>>doc:Digdash.deployment.installation.upgrade_dde.WebHome]].
51
52 (% class="wikigeneratedid" %)
53 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>>doc:Digdash.deployment.installation.WebHome]] guide. Then go to the [[Connection >>||anchor="Connexion"]]section of this tutorial.
54
55 == (% style="color:inherit; font-family:inherit" %)Authorisation group "End-user for BI Self-service(%%) ==
56
57 In order to use the Dashboard Creation Wizard functionality, your DigDash Enterprise user account must be a member of the**"End User for BI Self-service**" authorisation group.
58
59 If you do not have administrative rights, or if in doubt, contact your DigDash Enterprise administrator.
60
61 = Retrieve the source file =
62
63 In order to complete this tutorial, you must first retrieve the source data file: the Excel file **[[RH_dataset_didacticiel.xlsx>>attach:RH_dataset_didacticiel.xlsx]]**.
64 Please click on the file name to download it.
65
66 = Step 1: Connect to the Dashboard Editor{{id name="Connexion"/}} =
67
68 Once you have checked the prerequisites in the previous section, you can connect to the Dashboard Editor.
69
70 It is from this editor that we will launch the Dashboard Creation Wizard.
71
72 In this section, we will log in to DigDash Enterprise for the first time and take a brief tour of the home page before accessing and exploring the Dashboard Editor.
73
74 == Login to DigDash Enterprise ==
75
76 === Login to the home page ===
77
78 1. First of all, make sure you have the internet address of the DigDash Enterprise installation as well as your user name and password.
79 1*. Your DigDash Enterprise administrator must have given you this information beforehand.
80 1*. If in doubt, please contact your DigDash Enterprise administrator.
81 1. Using your web browser, go to the address you have been given: the DigDash Enterprise home page will be displayed.
82
83 === Home page overview ===
84
85 Once you have completed the previous connection stage, the following home page will be displayed in your browser.
86
87 [[image:Homepage_items_FR.png]]
88
89 (% class="wikigeneratedid" %)
90 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.
91
92 (% class="wikigeneratedid" %)
93 The numbered items are the ones we are interested in for this tutorial. They are detailed in the table below:
94
95 |=(% scope="row" style="width: 240px; text-align: left; vertical-align: middle; border-color: grey;" %)__**1**__**: **Help and version|(% style="border-color:grey; text-align:left; vertical-align:middle; width:808px" %)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.
96 The version currently in use is also displayed in the lower part of this area.
97 |=(% style="width: 240px; text-align: left; vertical-align: middle; border-color: grey;" %)__**2**__: DashBoard|(% style="border-color:grey; text-align:left; vertical-align:middle; width:808px" %)(((
98 The **DashBoard** button gives you access to the dashboards you or your team have already created. From this menu, you can view the dashboard built in the wizard.
99 )))
100 |=(% style="width: 240px; text-align: left; vertical-align: middle; border-color: grey;" %)__**3**__: Dashboard editor|(% style="border-color:grey; text-align:left; vertical-align:middle; width:808px" %)The **Dashboard Editor **button gives you access to dashboard editing. This is why, in this tutorial, we will concentrate mainly on this part of DigDash Enterprise.
101
102 (% class="wikigeneratedid" %)
103 As you will have noticed, the main menu also provides access to the **Configuration **and **Studio** components. These provide advanced functionality and configuration elements that are not covered in this tutorial.
104
105 == Connect to the Dashboard Editor ==
106
107 1. From the home page, click the **Dashboard Editor **button: a login page opens.
108 [[image:Editor_login_box_FR.png]]
109 1. Enter your user name and password, then click the **Log in** button: the **Dashboard Editor** window appears.
110 [[image:Iverview_editor_EN.png||alt="Editeur" height="556" width="969"]]
111
112
113 |=(% scope="row" style="width: 241px; vertical-align: middle; border-color: grey; background-color: white;" %)__1__: Roles and pages|(% style="background-color:white; border-color:grey; width:807px" %)(((
114 The central area displays the dashboard pages (2nd line) for each role (1st line).
115
116 When you log in for the first time, a 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.
117 )))
118 |=(% style="width: 241px; vertical-align: middle; background-color: white; border-color: grey;" %)__2__: Menu bar|(% style="background-color:white; border-color:grey; width:807px" %)The menu bar contains various functions and options:(((
119 * a help menu [[image:1737628167511-945.png||alt="Aide" height="29" width="33"]]
120 * the dashboard creation wizard [[image:ACTB_button.png||height="28" width="28"]]
121 * switch to view mode for the dashboard you are editing [[image:Dashboard_button.png||alt="Consultation Dashboard" height="27" width="33"]]
122 * a save button [[image:1750408605686-166.png||alt="Save"]]
123 * a menu that can be expanded from the user name, with a number of advanced options [[image:1750408636384-393.png||alt="Menu" height="28" width="190"]]
124 )))
125 |=(% style="width: 241px; vertical-align: middle; background-color: white; border-color: grey;" %)__3__: Page content menu|(% style="background-color:white; border-color:grey; width:807px" %)This menu provides access to the content elements, filters and variables that you can add to the dashboard.
126
127 {{info}}
128 **Roles** are a collection of data sources and charts linked to these sources.
129
130 * Each user has a personal role that is automatically created in DigDash Enterprise.
131 It is within this role that each user can create their charts.
132 **This is also the role where the data sources and charts generated by the Assistant will be stored.**
133 * In addition to this personal role, your organization can have shared roles, useful for collaborative work and for sharing dashboards among multiple team members. These shared roles are usually given business-related names, such as HR, Finance, or Production.
134 {{/info}}
135
136 === Accessing the Dashboard Wizard ===
137
138 To access the Dashboard Wizard, click the **Dashboard Wizard **[[image:ACTB_button.png||height="28" width="28"]] on the menu bar. The wizard is displayed.
139
140 [[image:Assistant_1st_page_EN.png||height="588" width="1065"]]
141
142 {{info}}
143 **💡 **​​​​​​**Good to know:** In the Assistant interface, dark blue sections are displayed to guide you.
144 In these sections, light blue text can be hovered over to display contextual help.
145
146 [[image:Help_EN.png||alt="Help"]]
147 {{/info}}
148
149 = Step 2: Loading data and editing the data model =
150
151 Now we have logged to DigDash Enterprise for the first time and familiarised ourselves with the home page and the dashboard editor, we're going to discover the Dashboard Creation Wizard.
152
153 First, we will load the data. Next, we'll edit the data model to configure new measures and make sure we have the right model for our first graphs.
154
155 (% class="box infomessage" %)
156 (((
157 A **data model **is an intelligent representation of raw data in a business language to be adapted to the end user.
158 DigDash Enterprise detects the source data types (temporal or geographical dimension).
159 )))
160
161 (% class="box errormessage" %)
162 (((
163 **❗ Warning: **The data model will only be saved at the end of the **Create Custom Dashboard** step, once you have clicked the **Finish and Build Dashboard** button.
164 If you exit the Dashboard Creation Wizard beforehand, all the changes you have made (type of data, addition of calculated metrics, etc.) will be lost.
165 )))
166
167 == Loading data ==
168
169 {{warning}}
170 For this tutorial, we will use the following file: RH_dataset_tutorial.xlsx
171
172 * This Excel file contains a fictitious human resources dataset for a company located in the Île-de-France region;
173 * This dataset is historically displayed by month and also includes geographic data;
174
175 If you haven't already, please click on the file name above to download it.
176 {{/warning}}
177
178 === Selecting the file ===
179
180 To move through the wizard and create our charts, you have three choices when you open the wizard.
181
182 1. Click the first button **Select a file.**
183 1. In the** Selecting a data source** box, choose **From a file on your computer **and then click **Choose a file...**
184 A window for your operating system will open.
185 1. Browse your folders to the folder where you saved the **RH_dataset_didacticiel.xlsx **file **;**
186 1. Select the file and click **Open.**
187
188 [[image:Select_datasource_EN.png||alt="Select data source"]]
189
190 === Loading the file ===
191
192 A green progress bar will appear to indicate that the file has been correctly and completely downloaded.
193
194 A **Download completed** message confirms that the file has been successfully uploaded.
195
196 1. Click the **Next** button.
197
198 {{info}}
199 **💡 **​​​​​​**Good to know:** If your Excel file contains multiple sheets, the wizard will automatically prompt you to select which sheet you want to work with.
200
201 In this tutorial, our file contains only one sheet, so this option is not offered by the wizard.
202 {{/info}}
203
204 == Editing the data model ==
205
206 Once the file has been downloaded, the data preview screen appears.
207
208 This step will enable us to put our data model in order so that we can build our first charts as effectively as possible.
209
210 === Data preview ===
211
212 On the screen **Analysis results of your data**, click the **Edit data model** at the bottom right to switch to the edit mode.
213
214 In the **Data selection** section, there are options for:
215
216 * choose the Excel spreadsheet to be used
217 * choose the first row as the column header ;
218 * disable empty columns ;
219 * ignore a number of header rows.
220
221 Here, with our file, everything is already pre-configured thanks to the analysis carried out during loading by DigDash Enterprise to propose an optimal pre-configuration.
222
223 Now click the second tab, **Configure the data model.**
224
225 [[image:Preview_data_EN.png||alt="Preview data"]]
226
227 === Configuring the data model ===
228
229 {{error}}
230 **❗​​ ​Warning:** This step is mandatory. No further modifications can be made after the configuration has been validated.
231 {{/error}}
232
233 In this second tab, we will configure the data model, i.e. :
234
235 * give it a name ;
236 * check that the columns are correctly distributed between dimensions and measurements;
237 * if necessary, modify this pre-assignment;
238 * add calculated measurements;
239 * change the display labels for certain measurements or dimensions.
240
241 {{info}}
242 **💡​Good to know:**
243
244 * A dimension is qualitative data. It is generally filterable and explorable (time data, geography, etc.).
245 In the Wizard, a** dimension is symbolized by this blue cube: [[image:dimension.svg||height="22" width="22"]]**.
246
247 * A measure is quantifiable data to be represented. It can be calculated.
248 In the Wizard,** a measure is symbolized by this blue abacus: [[image:measure.svg||height="22" width="22"]]**.​​​
249 {{/info}}
250
251 (% class="wikigeneratedid" id="HNommagedumodE8lededonnE9es" %)
252 __**Naming the data model**__
253
254 In order to clearly identify the data model, which will make it easier to re-use in the future, we are going to name this data model **"HR data**".
255
256 By default, the data model takes the name of the Excel file. To rename it :
257
258 1. Enter the desired text in the first field **Datamodel name**.
259
260 [[image:Data_preview_EN.png||alt="Data preview"]]
261
262 (% class="wikigeneratedid" id="HVE9rificationdesassignationdimensionsetmesures" %)
263 __**Checking dimension and measurement assignments**__
264
265 Below the name of the data model is a list of the columns in the file, indicating for each column :
266
267 * its index (starting at 0)
268 * name (taken from the identified column header)
269 * the type :
270 ** dimension
271 ** geographical dimension
272 ** time dimension
273 ** measurement
274 * and the display name (or displayed value)
275
276 {{info}}
277 **💡 ​​​​​​Good to know**: a measure for counting the number of lines is automatically created. It's called **Row Count** (index 13).
278 {{/info}}
279
280 Here we are going to check that the type assigned to each column in the file is correct, and modify it if necessary. To do this, let's look at the list of columns:
281
282 * In **column 7**, we can see that the **Postal Code **is identified as a measure and not as a dimension.
283 ** This is because the Postal code is a series of numbers, and is therefore identified as a number and therefore a measure by DigDash Enterprise.
284 ** To correct this, we can select **Dimension **from the **Type **drop-down list on the right-hand panel corresponding to the settings in the Postal Code column.
285 [[image:Postal_code_type_EN.png||alt="Dimension type"]]
286 * In **column 8**, we see that **Satisfaction **is identified as a dimension. However, this is a measure which evaluates employee satisfaction from 0 to 10.
287 ** This time we can select **Measure** from the **Type** drop-down list in the column parameters panel to correct this.
288
289 (% class="wikigeneratedid" id="HAjoutdemesurescalculE9es" %)
290 __**Adding calculated measures**__
291
292 Calculated measures allow you to create the measures you want from measures in the file.
293
294 The wizard offers three types of calculated measurement:
295
296 * **general functions**: these are standard functions:
297 ** calculation of a percentage of progress
298 ** calculating a percentage of the total
299 ** calculating a percentage of a measure
300 ** calculating a rank
301 * **transformers **: these functions can be used to create a measure that returns the value of the measure:
302 ** of the day - 1
303 ** of the week - 1
304 ** month - 1
305 ** of the year - 1
306 * **formula **: this calculated measurement lets you apply your own arithmetic formulas to the available measurements.
307
308 Together, we'll look at how to create one or more measures of each of these three types. These measures can then be integrated like all the other measures and dimensions in the graphs in the next step.
309 Here we are going to add measures calculated in relation to absenteeism and payroll.
310
311 (% class="wikigeneratedid" %)
312 //**Formula type measure: Absenteeism rate**//
313
314 Here we are going to create a measure calculating the absenteeism rate. This calculated action will use the following formula:
315 //Number of days of absence in a month for an employee divided by 30 //(30 being considered here as the number of days in a month).
316 To create this action:
317
318 1. Click on the **Add a calculated measure** button located above the parameters panel.
319 [[image:New_formula_EN.png||alt="Add formula"]]
320
321 (% start="2" %)
322 1. In the drop-down list which appears, click **Formula...**
323 1. The **Formula Editor** window appears.
324
325 [[image:Formula_editor_EN.png||data-xwiki-image-style-alignment="center"]]
326
327 (% start="4" %)
328 1. Enter the name of the new calculated measure in the first field: **Absenteeism rate.**
329
330 To compose your formula, you need to add the measures and dimensions involved and perform the desired arithmetic operation in the **Formula Script** section. You can add measures and dimensions by selecting them from the drop-down lists for each category.
331
332 (% start="5" %)
333 1. In our case, click **Insert Measure in Formula**.
334 1. Then select the measure **Days Absent**:** **the** **measure is added in the text box below.
335 1. Before adding the other measure, complete it by writing: " **/ (30 *) **".
336 1. Then insert the measure **Number of rows.**
337 1. Finish by closing the brackets.
338
339 The final formula should be as follows:
340
341 {{code cssClass="notranslate"}}
342 'Jours absentéismes(sum)' / (30 * 'Row Count(sum)')
343 {{/code}}
344
345 (% start="11" %)
346 1. Finally, you can indicate the format in which this calculated formula will be displayed: choose the **Percent** format here.
347
348 [[image:Formula_editor_absenteeism_rate_EN.png||data-xwiki-image-style-alignment="center"]]
349
350 (% start="12" %)
351 1. Finish creating this measure by clicking **OK**.
352
353 The calculated **Absenteeism rate** measure that has just been created is displayed at the end of the column list.
354
355 [[image:Measure_absenteeism_rate_added_EN.png||alt="Measure added"]]
356
357 (% class="wikigeneratedid" id="HTauxd27absentE9ismedumoisprE9cE9dent28transformateurm-129" %)
358 //**Measure with Transformers type: Absenteeism rate for the previous month**//
359
360 Here we are going to create the calculated measure that returns the absenteeism rate for the previous month, based on the calculated measure  "Absenteeism rate" that we have just created.
361
362 1. Click the **Add a calculated measure** button above the parameters panel.
363 1. In the drop-down list that appears, click **Transformers** and then on **Month - 1**.
364
365 [[image:Measure_absenteeism_rate_M-1_EN.png||alt="Measure month-1"]]
366
367 (% start="3" %)
368 1. In the **Month - 1** window which then appears, enter the name of the new calculated measure in the first field: **Absenteeism rate for the previous month**.
369 1. In the **Source Measure** drop-down list, choose the measure to which the transformer should be applied to obtain the previous month's value for this source measure.
370 1*. Here, choose the measure calculated just recently: **Absenteeism rate**.
371
372 [[image:Abs_month-1_EN.png||data-xwiki-image-style-alignment="center"]]
373
374 (% start="5" %)
375 1. Finish creating this measure by clicking **Ok.**
376
377 The calculated measure **Absenteeism rate for the previous month **that has just been created is displayed at the end of the list of columns.
378
379
380 (% class="wikigeneratedid" id="HTauxd27E9volutiondutauxd27absentE9isme28gE9nE9raledeprogression29" %)
381 //**Measure with the general function type (percentage progression) : Evolution of the absenteeism rate**//
382
383 Here we are going to create the calculated measure that returns the evolution between the previous month absenteeism rate and the current rate, based on the first two calculated measures that we have just created.
384
385 1. Click the **Add a calculated measure** button above the parameters panel.
386 1. In the drop-down list that appears, click on **General Functions** and then **% Progression**.
387 1. In the **% Progression** window which then appears, enter the name of the new calculated measure in the first field: **Rate of change in absenteeism rate**.
388
389 To calculate a progression type measure, we need to indicate the first measure from which we will measure the evolution with the second measure. We will therefore insert the "oldest" measure in time in the first measure and the most recent in the second.
390
391 (% start="1" %)
392 1. In the **First measure** drop-down list, choose **Absenteeism rate for the previous month.**
393 1. In the **Second measurement** drop-down list, choose **Absenteeism rate.**
394 1. Finally, in the **Format** drop-down list, leave **Percentage **selected by default.
395
396 (% start="4" %)
397 1. Finish creating this measure by clicking **OK.**
398
399 The calculated measure **Rate of change in absenteeism rate** just created is displayed at the end of the list of columns.
400
401 [[image:1757084244271-404.png||alt="Progression" data-xwiki-image-style-alignment="center"]]
402
403 (% class="wikigeneratedid" id="HMassesalarialedel27annE9eprE9cE9dente28transformateurn-129" %)
404 //**Transformer type measure: Payroll for the previous year**//
405
406 We are now going to create the calculated measure returning the total payroll for the previous year, based on the measure that already exists: **Annual salary**.
407
408 1. Click the **Add a calculated measure** button above the parameters panel.
409 1. In the drop-down list which appears, click on **Transformers** and then on **Year - 1.**
410 1. In the **Formula Editor** window which then appears, enter the name of the new calculated measure in the first field: **Payroll for the previous year**.
411 1. In the **Source measure** drop-down list, choose the measure to which the transformer should be applied to obtain the previous month's value for this source measure.
412 1*. Here, choose the measure: **Annual Salary**.
413 [[image:1757084081018-268.png||alt="Payroll Y-1" data-xwiki-image-style-alignment="center"]]
414
415 (% start="5" %)
416 1. Finish creating this measure by clicking **Ok.**
417
418 The calculated measure that has just been created is displayed at the end of the list of columns.
419
420
421 (% class="wikigeneratedid" id="HTauxd27E9volutiondelamassesalariale28gE9nE9raledeprogression29" %)
422 //**General function measure (percentage increase) : Evolution of payroll**//
423
424 We are now going to create a measure to calculate the change in the total payroll between one year and year -1, using the existing measure **Annual Salary** and the newly created calculated measure **Payroll for the previous year**.
425
426 1. Click on the **Add a calculated measure** button above the parameters panel.
427 1. In the drop-down list that appears, click on **General functions** and then on **% Progression**.
428 1. In the **% Progression** window which then appears, enter the name of the new calculated measure in the first field: **Evolution of payroll**.
429
430 To calculate a progression type measure, we need to indicate the first measure from which we will measure the change with the second measure. We will therefore insert the "oldest" measure in time in the first measure and the most recent in the second.
431
432 (% start="1" %)
433 1. In the **First measure** drop-down list, choose **Payroll for the previous year**.
434 1. In the **Second measure** drop-down list, choose **Annual salary**.
435 1. Finally, in the **Format** drop-down list, leave **Percentage **selected by default.
436
437 [[image:1757315819028-826.png||data-xwiki-image-style-alignment="center"]]
438
439 (% start="4" %)
440 1. Finish creating this measure by clicking **OK**.
441
442 The calculated measure, **Evolution of payroll**, which has just been created, is displayed at the end of the list of columns.
443
444 {{info}}
445 💡 **Good to know:** Calculated measures can be created directly from existing measures:
446
447 1. Place your cursor on the **Annual Salary** measure row.
448 1. Click **More...**
449 1. In the contextual menu that appears, hover over **Create a calculated measure from 'Annual Salary'**, then over **Transformers**.
450 1. Click **Year - 1**.
451
452 The measure creation window appears, already configured.
453
454 In this case, we have already created this measure, so click  **Cancel**.
455
456
457 [[image:1757062089134-996.png||data-xwiki-image-style-alignment="center"]]
458
459 [[image:1757062152994-949.png||data-xwiki-image-style-alignment="center"]]
460
461
462 {{/info}}
463
464 (% class="wikigeneratedid" %)
465 We have now finished adding calculated measures.
466
467
468 (% class="wikigeneratedid" id="HModificationdeslibellE9sd27affichage" %)
469 __**Modifying display labels**__
470
471 As the final stage in configuring our data model, we will now look at how to rename the column identifiers.
472
473 These identifiers, taken from the columns in the Excel file, may not be very representative of your business area, or very meaningful, etc. It is therefore entirely possible to rename them so that they can be displayed clearly in the graphs.
474
475 In the example we are following in this tutorial, we see that the measure in column #10 is called "Annual Salary", which is inconsistent with the other measures recently created bearing the name "Wage bill".
476
477 We will therefore first rename the name "Annual salary" in column 10 to "Wage bill":
478
479 1. Move the mouse over the line in column 10**"Annual salary**": the line is coloured grey and a **More...** button appears.
480
481 [[image:1757062089134-996.png||data-xwiki-image-style-alignment="center"]]
482
483 (% start="2" %)
484 1. Click **More...**
485 1. In the pop-up menu that appears, click** Edit value displayed**.
486
487 [[image:1757062313106-157.png||alt="Edit display name" data-xwiki-image-style-alignment="center"]]
488
489 The field containing the value displayed can now be modified.
490
491 (% start="2" %)
492 1. Enter **Payroll**.
493 1. Click anywhere outside the field to complete the entry.
494
495 [[image:1757062397921-300.png||alt="Rename annual salary" data-xwiki-image-style-alignment="center"]]
496
497
498 We can do the same to rename **Department Code (ISO) **to **Department Code :**
499
500 [[image:1757062481617-360.png||alt="Rename department code" data-xwiki-image-style-alignment="center"]]
501
502
503 (% class="wikigeneratedid" id="HValidation" %)
504 __**Validate**__
505
506 We have now completed the steps of loading the data and configuring the data model.
507
508 You can now click on the blue button at the bottom of the list of columns: **Validate configuration**.
509
510 [[image:2022R1_editeur_menu_32.jpg||alt="Edit_DM_validation_configuration.gif" data-xwiki-image-style-alignment="center"]]
511
512 (% class="wikigeneratedid" %)
513 You will then return to the **Analysis results** page **for your data**.
514
515 = Stage 3: Creating the customised dashboard: the first graphs =
516
517 Once we've loaded the data and edited the data model, we'll move on to creating the graphs we'll use to build our first **company absenteeism** dashboard **.**
518
519 We can insert these graphs into the dashboard using an intelligent layout proposed by the Dashboard Creation Wizard.
520
521 (% class="wikigeneratedid" id="HCrE9ationdutableaudebordpersonnalisE9" %)
522 To proceed with the creation of the dashboard, click **Continue **from the **Analysis results** page **of your data**.
523
524 The **Build your own dashboard** page then appears.
525
526 [[image:Assistant_page_construction_TB.png||queryString="width=744&height=552" data-xwiki-image-style-alignment="center" height="552" width="744"]]
527
528 In this section, the Wizard is divided into two vertical sections:
529
530 * **on the left is the chart configuration section**: this is where you can configure the charts you want, before adding them to the list of charts to be inserted in the dashboard page you are creating.
531 * **on the right is the list of charts selected for display on the dashboard page.**
532
533 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral" %)
534 **General operation**
535
536 The charts to be displayed on the dashboard page are prepared as follows:
537
538 1. Choosing a chart from the custom charts or charts offered by DigDash Enterprise;
539 1. Configure dimensions and measurements;
540 1. Add it to the list of charts on the dashboard page being created.
541
542 This process must be repeated as many times as necessary to add a chart to the dashboard.
543
544 {{info}}
545 **💡 Bon à savoir : **dans cette partie de l'assistant, les graphiques sont répartis en deux catégories :
546
547 * les **graphiques personnalisés** : vous avez la main pour choisir le type de représentation graphique et jusqu'à 3 dimensions et 3 mesures ;
548 * les **graphiques proposés **: ce sont les graphiques proposés par l'intelligence de DigDash Enterprise car pouvant répondre à un cas d'usage intéressant.
549 {{/info}}
550
551 == Creating the graphs ==
552
553 First, we are going to create and add four graphs relating to absenteeism in the company:
554
555 * Trend in absenteeism rate
556 * Number of days of absenteeism per department
557 * Causes of absenteeism
558 * Map: number of days of absenteeism by department
559
560 (% class="box errormessage" %)
561 (((
562 **❗ Please note: **The graphs created will only be saved at the end of the Custom Dashboard Creation step, once you have clicked the **Finish and Build Dashboard** button.
563 If you exit the Dashboard Creation Wizard beforehand, all the graphs created and the data model will be lost.
564 )))
565
566 === Creating the Trend in Absenteeism graph ===
567
568 In this first graph, we are going to create a **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} graph** showing the**evolution of the absenteeism rate over time**.
569
570 This graph is already almost ready, because DigDash Enterprise's intelligence has detected that it could be used in an interesting way. That's why it's included in the **Recommendations**, which will enable us to configure it even more quickly!
571
572 To do this
573
574 1. In the **Chart type** drop-down list, select **Recommendations.**
575 1. From the available charts, click on **Trend analysis**.
576 In the data selection box that appears, the dimension is automatically set to **Date**.
577 1. Select **Absenteeism rate** from the list of measures.
578
579 [[image:Assistant_selectgraph_taux absent.png||alt="Graphique_analyse_tendance" data-xwiki-image-style-alignment="center"]]
580
581 (% start="4" %)
582 1. Click on the **Add to dashboard** button.
583 The **Trend (Date) Absenteeism Rate** graph is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
584
585 [[image:Assistant_ajout graphe TB1.png||queryString="width=713&height=325" alt="Ajout_graphique_tableau_bord" data-xwiki-image-style-alignment="center" height="325" width="713"]]
586
587 {{info}}
588 **💡 Bon à savoir :** il est possible de supprimer un des graphiques déjà ajoutés dans la liste.
589
590 Pour ce faire, cliquez sur la croix associée à ce graphique dans la liste.
591
592 [[image:2022R1_editeur_menu_36.jpg||alt="Premiers_graphiques_exemple_suppression.gif" data-xwiki-image-style-alignment="center"]]
593
594
595 {{/info}}
596
597 === Creating the Number of days of absenteeism by department graph ===
598
599 For this second graph, we're going to create a **histogram** showing **the number of days of absenteeism per department**.
600
601 To do this
602
603 1. In the **Graph type** drop-down list, select **Comparison**.
604 1. From the available charts, click on **Columns** to select a columnar representation.
605 A data selection box is displayed below.
606 1. In the **Choose a dimension** drop-down list, select **Service**.
607 1. In the **Choose a measure** drop-down list, select **Days of absenteeism**.
608
609 [[image:Assistant_graph_colonnes.png||queryString="width=293&height=343" alt="Graphe_absenteisme_service" data-xwiki-image-style-alignment="center" height="343" width="293"]]
610
611 (% start="5" %)
612 1. Click on the **Add to Dashboard** button.
613 The **Days Absenteeism by Department** graph is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
614
615 [[image:Assistant_ajout graphe TB2b.png||alt="Ajout_graphique_tableau_bord2" data-xwiki-image-style-alignment="center"]]
616
617 === Creating the Causes of Absenteeism graph ===
618
619 We're now going to build a **pie chart** representing the **distribution of causes of absenteeism**.
620
621 To do this
622
623 1. From the **Graph type** drop-down list, select **Comparison**.
624 1. From the available charts, click on **Sectors **to select a pie chart.
625 A data selection box is displayed below.
626 1. In the **Choose a dimension** drop-down list, select **Reason for absenteeism**.
627 1. From the **Choose a Measure** drop-down list, select **Days Absent**.
628
629 [[image:Assistant_graph_secteurs.png||alt="Graphe_causes_absenteisme" data-xwiki-image-style-alignment="center"]]
630
631 (% start="5" %)
632 1. Click on the **Add to Dashboard** button.
633 The **Causes of Absenteeism by Department** graph is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
634
635 [[image:Assistant_ajout graphe TB3.png||alt="Graphe_causes_absenteisme_tableaubord" data-xwiki-image-style-alignment="center"]]
636
637 === Creating a chart Absenteeism rate by department ===
638
639 (% class="wikigeneratedid" id="HCartographie:nombredejoursd27absentE9ismepardE9partement" %)
640 We're now going to create a **map** showing the **absenteeism rate by department**. This chart is already almost ready, because DigDash Enterprise's intelligence has detected that it could meet an interesting use case. This is why it is included in the **Recommendations**, which will enable us to configure it even more quickly!
641
642 To do this
643
644 1. In the **Chart type** drop-down list, select **Recommendations.**
645 1. From the available charts, click on **Geographical Analysis**.
646 1. In the data selection box that appears, select **Department Code **from the list of dimensions.
647 1. Then select **Absenteeism rate** from the list of measures.
648
649 [[image:Assistant_graph_cartographie3.png||alt="Cartographie_absenteisme" data-xwiki-image-style-alignment="center"]]
650
651 (% start="4" %)
652 1. Click on the **Add to dashboard** button.
653 The **Number of days of absenteeism by department** graph is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
654
655 [[image:Assistant_ajout graphe TB4c.png||alt="Ajout_graphique_tableau_bord4" data-xwiki-image-style-alignment="center"]]
656
657 == Naming the dashboard ==
658
659 Before continuing, don't forget to name the dashboard.
660
661 At the very top of the page, in the **Dashboard name **field, you can enter the name of the new page being created.
662 Enter **Absenteeism** here **.**
663
664 **[[image:Assistant_nom_TB.png||alt="Nom_tableau_bord"]]**
665
666 == Choosing the layout ==
667
668 We have just created 4 graphs, which will be the graphs of the **Absenteeism** dashboard.
669
670 DigDash Enterprise offers several layouts for arranging these graphs on a page. These layouts automatically arrange the charts on the page, to save you time.
671
672 At the bottom of the list of charts to be inserted into the page you are creating, notice**"Layout selected: Automatic"**.
673
674 [[image:Assistant_disposition_auto.png||alt="Disposition_auto" data-xwiki-image-style-alignment="center"]]
675
676 By clicking on the [[image:Assistant_bouton_dispo_auto.png||queryString="width=25&height=25" alt="Bouton_disposition" height="25" width="25"]]button, a drop-down list appears with several layout choices.
677 At the very top, the first choice is **Automatic **: DigDash Enterprise will take care of all the layout logic.
678 At the bottom of this first choice, you can adjust the automated layout according to your preferences.
679
680 Note the different symbols in the layout zones: they correspond to the content that will be added automatically:
681
682 * graphic
683 * dimensions for filtering
684 * filtered elements
685
686 1. Select the **Graphics + filters** layout on **the left**.
687 1. Close the drop-down list using the cross at the top right.
688 1. The** selected layout **is then updated with: **Graphics + Filters on the left.**
689
690 [[image:Assistant_disposition_graphiques_filtres_gauche.png||alt="Disposition_graphiques_filtresgauche" data-xwiki-image-style-alignment="center"]]
691
692 After this last step, we'll leave the Wizard and return to the**Dashboard Editor **to fine-tune the dashboard.
693
694 Click **Finish and build the dashboard **at the bottom right of the **Dashboard Creation Wizard** window **:**
695
696 * The Dashboard**Creation Wizard **closes.
697 * The data model is saved.
698 * The **Absenteeism **dashboard page is displayed in the**Dashboard Editor **with the 4 graphs we have just created.
699
700 = Step 5: Finalising the Absenteeism dashboard page =
701
702 Once we've loaded the data, edited the data model and configured the graphs we want to see in our first corporate absenteeism dashboard, we've reached the end of the road! We've just returned to the Dashboard Editor, and the 4 configured graphs are already displayed on our 'Absenteeism' page.
703
704 So this part of the tutorial will show us how to fine-tune the page we've just created. In particular, we'll see :
705
706 * how to add dimensions as filters ;
707 * how to modify graphics that have already been created;
708 * how to rename and access the properties of graphics.
709
710 This part will also be an opportunity to familiarise ourselves further with the editor.
711
712 == Back to the Dashboard Editor ==
713
714 In the previous section, we configured the first charts.
715
716 They are now arranged on your first dashboard page, which you are now viewing in the editor.
717
718 [[image:Absenteism_page_model_FR..png||alt="Page Absentéisme"]]
719
720 Let's look at a few things by following the numbered elements above:
721
722 1. The page created belongs to your personal role and has the name you chose in the previous step: Absenteeism page belonging here to the personal role John.
723 1. The **Filtered Items** section has been automatically added: this space will allow you to list the dimensions that have been filtered (and the members to which these filters apply).
724 1. The **Information {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} (Existing Graphs)** section has been opened:
725 1*. this section contains all the charts we created in the previous step;
726 1*. Note that the role (or portfolio) open is your personal role; later, you will be able to open another portfolio for your organisation;
727 1*. in the event that you accidentally delete one of the graphs inserted on the page, you can reposition it on the page from this space by simply dragging and dropping it to the desired area on the page;
728 1*. Note also that the 4 graphs on the current dashboard are all grouped together in a category with the same name as the page created.
729 1. At any time, you can view the dashboard in its final state by clicking on the **Access the dashboard** button **.**
730 This switch to viewing also allows you to save the changes you have made in the editor.
731
732 Let's now move on to finalising this first page dedicated to absenteeism.
733
734 == Finalising the page ==
735
736 === Adding filters ===
737
738 Any self-respecting dashboard should be able to offer its users the option of filtering on its dimensions. That's what we're going to do now. We're going to add the "Date", "Department" and "Gender" dimensions as filters.
739
740 To do this:
741
742 1. In the left-hand column of the page you are editing, notice the three rectangles inviting you to**"Drag and Drop Dimension".**
743 It is in these three zones that we are going to insert our three dimensions.
744 1. Click on the** Dimension **link in the first rectangle: the **Filters/Variables **section opens in the left-hand banner with the list of **Dimensions**.
745 1. Drag and drop the **Date** dimension onto the first rectangle: the date filter elements will then be displayed there.
746 1. Repeat the operation for the **Department** dimension and the **Gender **dimension, using the other 2 rectangles.
747 [[image:Filters_FR.png||alt="Ajout filtres"]]
748
749 {{info}}
750 💡 **Bon à savoir :** avez-vous remarqué qu'un astérisque était apparu dans le nom de la page ? Cela signifie simplement que des modifications en cours ne sont pas encore sauvegardées.
751 [[image:Absenteism_page_asterisk_FR.png||alt="Astérisque"]]
752 {{/info}}
753
754 Note that the **Date** dimension displays its members in** day/month/year** format**.**
755 To switch to year format :
756
757 1. Hover the mouse over this **Date** dimension.
758 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears.
759 1. Select **Settings** in the pop-up menu, then **Properties: **the **Date **panel then opens in the **Properties **section on the right of the dashboard.
760
761 [[image:Date_filter_menu_FR..png||alt="Menu contextuel" data-xwiki-image-style-alignment="center"]]
762
763 (% start="4" %)
764 1. In the **Hierarchy** drop-down list, select **Date.**
765 1. In the **Level** drop-down list, select **Year.**
766 1. Further down, in the **View Type **drop-down list **, **select **Vertical List.**
767
768 [[image:Date_filter_properties_FR..png||alt="Propriétés filtre date" data-xwiki-image-style-alignment="center"]]
769
770 (% start="7" %)
771 1. Click on **OK.**
772
773 {{info}}
774 Au fur et à mesure de cette partie du tutoriel, n'hésitez pas à basculer du mode éditeur au mode consultation, pour visualiser les modifications engendrées sur le résultat final par nos changements !
775
776 **Comment revenir directement dans l'éditeur depuis le mode de consultation ?**
777
778 1. Cliquez sur votre nom d'utilisateur.
779 1. Dans le menu contextuel qui s'affiche, cliquez sur **Editeur.**
780
781 [[image:1737712571743-260.png||alt="Consultation Dashboard"]]
782
783 [[image:1737712618016-451.png||alt="Editeur"]]
784 {{/info}}
785
786 === Renaming graphs ===
787
788 As you will no doubt have noticed, automatically constructed graphs have automatically generated names which are sometimes difficult to understand.
789
790 In this section, we are going to rename the graphs so that they have a more meaningful name.
791
792 To do this
793
794 1. Hover the mouse over the graph **Trend (Date) Absenteeism rate.**
795 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears in the top right-hand corner.
796 1. Click **Rename** in the context menu.
797 1. In the **Rename **dialog box that appears, enter the new name: **Trend in absenteeism rate.**
798 1. Click **OK **to confirm.
799
800 You can also open the **Rename **box by double-clicking on the title of the graph.
801
802 [[image:Absenteism_trend_rename_menu_FR.png||alt="Renommer" data-xwiki-image-style-alignment="center"]]
803
804 [[image:Absenteism_trend_rename_FR.png||alt="Renommer" data-xwiki-image-style-alignment="center"]]
805
806 Do the same to rename :
807
808 * //Days Absenteeism by Department// to **Number of Days Absenteeism by Department**
809 * //Absenteeism days by reason for absenteeism //in** Causes of absenteeism**
810 * //Absenteeism Rate by Department Code// to **Absenteeism Rate by Department**
811
812 === Modifying graphs that have already been created ===
813
814 Now that your page is starting to take shape, that it contains filters and that its graphs have meaningful names, it is important that the graphs are free of inconsistencies and comply with rules that may be specific to your company or the way your department operates.
815
816 That's why we offer you the option of making in-depth changes to existing graphs, always from the editor.
817
818 Here, we will look at how to :
819
820 * change the level of the **Date** dimension of the **Evolution of absenteeism rate** graph to display dates at quarter level ;
821 * add sorting on the measure for the **Number of days of absenteeism by department** histogram;
822 * change the colours of the **Absenteeism Rate by Department** chart.
823
824 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral-1" %)
825 **General operation**
826
827 First of all, let's explain how modifying graphs already created in the editor works in general:
828
829 * When you hover the mouse over the graph area, a graph icon appears. [[image:Icone graphique.png||alt="Icone_graphique"]]appears in the top right-hand corner.
830 * Click on it to open the graph editing area.
831 * In this editing area :
832 ** the central area shows a preview of the changes you have made ;
833 ** the left-hand column shows a number of elements and options, including the dimensions and measurements which can be added to or substituted for each graph;
834 ** When you hover over this left-hand column, a configuration zone appears above the central preview area:
835 *** This is where you can add measurements and dimensions by dragging and dropping from the left-hand column;
836 *** This is also where you can modify the configuration of the dimensions and measurements already in place;
837 * Once you have completed your modifications, you can save them by clicking on the **Save** button [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button at the top right.
838
839 [[image:1737714087410-785.png||data-xwiki-image-style-alignment="center"]]
840
841 [[image:Absenteism_trend_quarter_FR.png||alt="Affichage trimestre"]]
842
843
844 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardate:afficherlesdatesauformattrimestre" %)
845 //**Trend in absenteeism rate: display dates in quarterly format**//
846
847 In this first chart, we're going to enter edit mode to display the dates in the online chart in quarter format.
848
849 To do this
850
851 1. Hover over the **Absenteeism rate by date** graph area in the editor page **.**
852 1. Click on the graph (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears: the editing area for this graph is displayed.
853 1. In the left-hand column, in the **Dimensions** section, click on **Date...**
854 1. Locate the hierarchy/level pair **Month Year / Quarter**
855 1. Drag and drop this hierarchy/level pair onto the **Abscissa** axis.
856 1. Save your changes using the** Save** icon in the top right-hand corner
857 The dates in the graph are now displayed in quarter format!
858
859 [[image:Modify_graph_FR.png]]
860
861 {{info}}
862 **💡 Bon à savoir :** si une dimension voit son nom juxtaposé de "**...**", c'est qu'elle propose une ou plusieurs hiérarchies et vous permet d'en choisir le niveau à afficher dans votre graphique.
863 {{/info}}
864
865 (% class="wikigeneratedid" id="HNombredejoursd27absentE9ismesparservice:colorerl27histogrammeparserviceettrierselonlamesure" %)
866 //**Number of days of absenteeism by department: sort by measure**//
867
868 In this second graph, we're going to enter graph modification mode to define a sort by measure.
869
870 To filter on the Days Absenteeism measure :
871
872 1. Hover over the **Number of days of absenteeism by department** graph area in the editor page.
873 1. Click on the graph (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears: the modification area for this graph is then displayed.
874 1. In the configuration area, right-click on **Column.**
875 1. In the pop-up menu that appears, click on **Change Sorting **: the **Add Sorting **dialog box appears
876
877 [[image:1737715896104-702.png||alt="Changer le tri" data-xwiki-image-style-alignment="center"]]
878
879 (% start="5" %)
880 1. In the **Sort** drop-down list, select **Sort descending on measure**.
881 1. In the **Measure** drop-down list, keep the **Days of absenteeism** selection.
882
883 [[image:Add_sorting_FR.png||alt="Ajout tri" data-xwiki-image-style-alignment="center"]]
884
885 (% start="6" %)
886 1. Click **OK**:** The **columns are now sorted from the highest to the lowest number of days of absenteeism.
887
888 [[image:Editeur_tri_nombre_jours_absenteisme.png||alt="Colonnes_triées" data-xwiki-image-style-alignment="center"]]
889
890 (% start="7" %)
891 1. Save the changes using the **Save **button in the top right-hand corner. [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]].
892
893 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardE9partement:changerlescouleursutilisE9es" %)
894 //**Absenteeism rate by department: changing the colours used**//
895
896 Here we are going to enter the graph modification mode in order to change the colours used in the mapping. As it stands, the default colours do not allow you to differentiate between the different rates at first glance.
897
898 1. Hover over the Absenteeism rate by department graph area in the editor page.
899 1. (((
900 Click on the graph (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears: the editing area for this graph is displayed.
901 )))
902 1. In the left-hand area, click on **Style...**, then on **Colours **. **.. **
903 The **Select colour palette** box appears.
904 By default, the "Flat Design" colour palette is selected.
905
906 [[image:Change_color_palette_FR.png||alt="Palette de couleurs" data-xwiki-image-style-alignment="center"]]
907
908 (% start="4" %)
909 1. Select the **Flat Design 04** palette.
910 1. Click **OK **: the colours are modified for better viewing.
911
912 [[image:Editeur_cartographie_modif_couleurs.png||alt="Cartographie_modif_couleurs" data-xwiki-image-style-alignment="center"]]
913
914 (% start="6" %)
915 1. Then save the changes using the **Save** button. [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button at the top right.
916
917 = Step 6: Creating a second Payroll dashboard page =
918
919 Having created the first page of our absenteeism dashboard, we're now going to create a second page dedicated to payroll.
920
921 We'll be looking at
922
923 * how to add a new page ;
924 * how to create new graphs from the data source added and modelled in the previous sections; and
925 * and how to insert and configure these new graphs in the new page.
926
927 == Adding a new page and choosing a layout ==
928
929 As we saw earlier, the **Absenteeism** page belongs to your personal role, with your user name. We're going to add a second page, still in this personal role. During creation, we will choose a layout for our new page.
930
931 1. Click on the + symbol to the right of the **Absenteeism** page.
932
933 [[image:1737716923206-469.png||alt="Ajout page" data-xwiki-image-style-alignment="center"]]
934
935 1. The **Add a page** box appears.
936 1. Enter the name of the page: **Payroll**.
937 1. We are now going to choose how the page is displayed: click on **Templates... **
938 ➡ The **Choose template** window appears.
939 1. For greater consistency with the previous page, we're going to choose the same layout: click on **Charts + filters on the left.**
940
941 [[image:Add_page_dialog_FR.png||alt="Ajout page" data-xwiki-image-style-alignment="center"]]
942
943 (% start="6" %)
944 1. Confirm the creation of the new page by clicking **OK **again in the **Add a page** box.
945
946 The new **Payroll **page now appears.
947
948 == Creating new charts ==
949
950 The new **Payroll** page has now been created! We're now going to configure the new graphs.
951
952 === How the editor works to create new graphs ===
953
954 On the left-hand side of our pages, the **Information flows (Existing graphs) **section is open and shows the information flows that already exist.
955
956 Let's open the panel below **Creating new graphs **by clicking on it. The chart configuration tool is similar to the one we used earlier in the wizard.
957
958 Note that the **Historical HR Data **data model is automatically selected. It is from this data model that we will create our new graphs on the** wage bill**.
959
960 [[image:New_page_wages_FR.png||alt="Création graphiques"]]
961
962 === Creating the graph Payroll trends by department over the last year ===
963
964 This first chart, in the form of a table, will show changes in the total wage bill by department. We will then apply a filter to show changes in each department over the last year only.
965
966 (% class="wikigeneratedid" id="HConfiguration" %)
967 **Configuration**
968
969 1. In the **Create new charts** section, select the **Chart type** option if required and locate the **Tables** sub-section.
970 1. Select** {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}}** and drag and drop to the first rectangle **Drag and drop Chart **at top left.
971
972 [[image:Add_crosstable_FR.png||alt="Ajout tableau croisé"]]
973
974 The **Create a new chart** box **appears**.
975
976 (% start="3" %)
977 1. Enter the name of the chart: **Evolution of payroll by department.**
978
979 In this table, we are going to represent, for each department, the payroll for the previous year, the payroll for the current year and the rate of change between these two years. We will therefore need one dimension and three measures to configure this table.
980
981 (% start="4" %)
982 1. In the **Choose a dimension** drop-down list, tick the **Service** dimension.
983 1. In the **Choose a measure** drop-down list, tick the measures:
984 1*. **Previous year's payroll**
985 1*. **Total payroll**
986 1*. **Rate of change in payroll**
987
988 [[image:Create_new_graph_cross_table_FR.png||data-xwiki-image-style-alignment="center"]]
989
990 (% start="6" %)
991 1. Click **Add Chart** to confirm: the //Payroll trends by department// table is added to the dashboard page.
992
993 [[image:Crosstable_added.png||alt="Evolution masse salariale" data-xwiki-image-style-alignment="center"]]
994
995 (% class="wikigeneratedid" id="HFiltrage" %)
996 **Filtering**
997
998 We are now going to filter this chart so that it takes into account the last year of our dataset. The filter we create here will be exclusive to this chart and will not be propagated to the other charts.
999
1000 1. Position the mouse cursor over the chart.
1001 1. Click on the cogwheel [[image:Roue_crantee2.png||alt="Roue_crantée"]]which appears at the top right of the graph.
1002 1. In the pop-up menu that appears, click on **Settings** then **Properties: **the **Payroll trends by department **panel then opens in the **Properties **section on the right of the dashboard.
1003 1. Below **Properties**, click on the **Filters** tab.
1004 In this tab, the dimensions that can be filtered are displayed: there are currently no filters configured.
1005 1. Click on the **All** filter corresponding to the **Date** dimension.
1006
1007 [[image:Crosstable_filters_FR.png||alt="Filtres" data-xwiki-image-style-alignment="center"]]
1008
1009 The **Filter: Date** dialog box appears, allowing you to configure the filter.
1010
1011 (% start="6" %)
1012 1. From the **Filter Type** drop-down list, select **Predefined**.
1013
1014 (% class="box infomessage" %)
1015 (((
1016 The **Predefined** filter type is used to create a dynamic filter on temporal data (Date) based on the current date or the last date of the data.
1017 )))
1018
1019 (% start="7" %)
1020 1. In the second **Context** drop-down list, select **Max date of data.**
1021 1. In the last **Member** drop-down list, select **Year.**
1022
1023 [[image:Filter_date_FR.png||alt="Filtre Date" data-xwiki-image-style-alignment="center"]]
1024
1025 (% start="9" %)
1026 1. Click **OK** to confirm: the new graph is added to the dashboard page.
1027
1028 === Creating the Evolution of payroll graph ===
1029
1030 We are now going to create a second graph, in the form of a curve, which will represent the evolution of the total payroll over the years. To do this
1031
1032 1. In the **Create new charts** section, select **Recommendations**.
1033 1. From the list of suggested charts, select [[image:1737726562172-201.png||alt="Analyse de tendance"]]** and **drag and drop to the second rectangle **Drag and drop Graph **at top right. The **Create a new graph box appears**.
1034 1. Enter the name of the chart: **Evolution of payroll**.
1035 1. In the **Choose a dimension** drop-down list, tick the **Service** dimension.
1036 1. In the **Choose a measure** drop-down list, tick the measures.
1037 1. The dimension is automatically set to **Date**.
1038 1. In the **Measure** drop-down list, tick **Payroll**.
1039
1040 (% class="wikigeneratedid" %)
1041 [[image:Create_new_graph_trend_analysis_FR.png||alt="Analyse de tendance" data-xwiki-image-style-alignment="center"]]
1042
1043 (% start="6" %)
1044 1. Click on **Add graph **: the new //Evolution of payroll// graph is added to the dashboard page.
1045
1046 [[image:1737727109027-935.png||alt="Evolution masse salariale" data-xwiki-image-style-alignment="center"]]
1047
1048 === Creating the Payroll by Department graph ===
1049
1050 We are now going to create a third chart, this time in sectors, which will represent the breakdown of payroll by department.
1051
1052 1. In the **Create new charts** section, select **Chart type**.
1053 1. Locate the **Comparison** sub-section **.**
1054 1. Selec** t **[[image:1737726898093-710.png||height="30" width="105"]] and drag and drop to the third rectangle **Drag and drop Graph **at bottom left.
1055 The **Create a new graph box appears**.
1056 1. Enter the name of the graph: **Payroll by department.**
1057 1. In the **Choose a dimension** drop-down list, tick **Department**.
1058 1. In the **Choose a measure** drop-down list, tick **Payroll**.
1059
1060 [[image:Create_new_graph_pie_FR.png||alt="Masse salariale par service" data-xwiki-image-style-alignment="center"]]
1061
1062 (% start="7" %)
1063 1. Click on **Add graph **: the new //Payroll by department// graph is added to the dashboard page.
1064
1065 [[image:1737727154353-258.png||alt="Masse salariale par service" data-xwiki-image-style-alignment="center"]]
1066
1067 (% class="wikigeneratedid" id="HRenommage-2" %)
1068 (% style="color:inherit; font-family:inherit; font-size:23px" %)Creating the Payroll by department and gender graph
1069
1070 Finally, we're going to create a fourth chart, a histogram, which will show the breakdown of payroll by department while also allowing the gender distinction to be represented.
1071
1072 (% class="wikigeneratedid" id="HConfiguration-3" %)
1073 **Configuration**
1074
1075 1. In the **Create new charts** section, select **Chart type**.
1076 1. Locate the **Comparison** sub-section **.**
1077 1. Selec** t **[[image:1737727220182-561.png||alt="Colonnes"]] and drag and drop to the fourth rectangle **Drag and drop Graph** at bottom right.
1078 The **Create a new graph box appears**.
1079 1. Enter the name of the graph: **Payroll by department and type.**
1080 1. In the **Choose a dimension** drop-down list, tick **Gender** then **Department**.
1081 1. In the **Choose a measure** drop-down list, tick **Payroll**.
1082
1083 [[image:Create_new_graph_columns_FR.png||alt="Masse salariale par service et par genre" data-xwiki-image-style-alignment="center"]]
1084
1085 (% start="7" %)
1086 1. Click on **Add graph **: the new //Payroll by department and gender// graph is added to the dashboard page.
1087
1088 [[image:1737727561614-945.png||alt="Masse salariale par service" data-xwiki-image-style-alignment="center"]]
1089
1090 (% class="wikigeneratedid" id="HApplicationd27unepalettedecouleuradE9quate" %)
1091 **Application of a meaningful colour palette**
1092
1093 To make the chart more readable, we're going to apply a more meaningful colour palette to the data. To do this
1094
1095 1. Position the mouse cursor over the graph.
1096 1. (((
1097 Click on the graph (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears at the top right: the editing area for this graph is displayed.
1098 )))
1099 1. In the left-hand area, click on **Style...**, then on **Colours **. **.. **: the **Select colour palette** box appears.
1100 1. Select the **Color Gender** colour palette **.**
1101
1102 [[image:Change_color_palette_FR.png||alt="Palette de couleurs" data-xwiki-image-style-alignment="center"]]
1103
1104 The colours in the palette are applied automatically and a warning message is displayed.
1105 [[image:Warning_message_palette_FR.png||alt="Message d'avertissement" data-xwiki-image-style-alignment="center"]]
1106
1107
1108 (% class="box warningmessage" %)
1109 (((
1110 **Colour palette **: The new colour palette is automatically applied in the edit area of the graph, but not necessarily on the dashboard page. Applying the new colour palette in the dashboard may therefore require a refresh of the dashboard page.
1111 )))
1112
1113 [[image:Graph_columns_new_palette_FR.png||alt="Nouvelle palette appliquée"]]
1114
1115 (% start="7" %)
1116 1. Save by clicking on the **Save **button[[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button in the top right-hand corner: the graph editing area closes.
1117
1118 == Adding filters ==
1119
1120 Our page is almost ready. All that remains, as we did for the previous page, is to add the dimensions to enable us to filter in view mode.
1121
1122 To do this:
1123
1124 1. In the left-hand column of the page you are editing, notice the three rectangles inviting you to**"Drag and Drop Dimension".**
1125 It is in these three areas that we are going to insert our three dimensions.
1126 1. Click on the** Dimension **link in the first rectangle: the **Filters/Variables **section opens in the left-hand banner with the list of **Dimensions**.
1127 1. Drag and drop the **Date** dimension onto the first rectangle: the date filter elements will then be displayed there.
1128 1. Repeat the operation for the **Department** dimension and the **Gender **dimension, using the other 2 rectangles.
1129 [[image:Filters_wages_FR.png||alt="Filtres"]]
1130
1131 Note that the **Date** dimension displays its members in** day/month/year** format**.**
1132 We're going to switch to year format:
1133
1134 1. Hover the mouse over this **Date** dimension.
1135 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears.
1136 1. Select **Properties** in the pop-up menu, then **Settings: **the **Date **panel then opens in the **Properties **section on the right of the dashboard.
1137 1. In the **Hierarchy** drop-down list, select **Date.**
1138 1. In the **Level** drop-down list, select **Year.**
1139 1. Further down, in the **View Type **drop-down list **, **select **Horizontal list.**
1140
1141 [[image:Date_filter_wages_FR.png||data-xwiki-image-style-alignment="center"]]
1142
1143 (% start="7" %)
1144 1. Click on **OK.**
1145
1146 = Step 7: Viewing the dashboard =
1147
1148 You can now view the final result of your work!
1149
1150 To do this, as you saw before, click on the **Access the dashboard **button **. **[[image:1737728608403-659.png]] button at the top right of the window.
1151
1152 (% class="box infomessage" %)
1153 (((
1154 If you haven't saved your changes, the editor will prompt you to save the dashboard.
1155 [[image:Dashboard_acess_message_FR.png||alt="Accès au tableau de bord"]]
1156 Click **Save**.
1157 )))
1158
1159 You can now navigate your 2 //Absenteeism// and //Payroll //dashboard pages and test the use of the filters.
1160
1161 [[image:Dashboard_absenteism_FR.png||alt="Page Absentéisme"]]
1162
1163 [[image:Dashboard_wages_FR.png||alt="Page Masse salariale"]]
1164
1165 = Congratulations! =
1166
1167 From our Excel file, we were able to create a real dashboard using the DigDash Enterprise Dashboard Creation Wizard.
1168
1169 We saw how to :
1170
1171 * load a file ;
1172 * edit the data configuration and create a data model;
1173 * configure charts based on this data model;
1174 * configure dashboard pages to add filters;
1175 * modify the default view generated by going into more detail in the parameters.
1176
1177 == Going further ==
1178
1179 You can go even further!
1180
1181 With the Studio, DigDash Enterprise lets you go into more detail about configuring your data models, connect to your databases or join or combine several data sources.
1182
1183 Don't hesitate to get in touch with your DigDash Enterprise administrator or your DigDash referral contact to discuss this!