Last modified by Aurelie Bertrand on 2025/12/01 11:51
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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 2025R2 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 (2025R2 or later)(%%) ==
41
42 (% class="wikigeneratedid" %)
43 To be able to follow this tutorial, you need to be using version 2025R2 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.[[image:https://chat.google.com/u/0/api/get_attachment_url?url_type=FIFE_URL&content_type=image%2Fpng&attachment_token=AOo0EEXsaPfIcbH1D4WhZIeUG%2Fjsm79vOW%2B7oVETlbo2jaDLXwmtGdjCwrVij9WyXwKra%2BhZd%2FSjRh1Qg2V8TCXYxUs2C3zibFtdotEs1w6wqKk9HZ2TnZ8T%2Fm2TNFF4vG8z4VSIdvNiforeoEih0r6UaXzrlZnAMP45nor9ZCZnaM%2BXRd3b53kajY9f6Nx%2FxyQXhUEGgwhngMdEmNhGi%2BHwvx3kWZTBknBo400XMKVxJYrFaE%2Br7eIm75lyDOJ0YklWBte9MDnalIE%2BW%2FrdbPaRCz27rCw5wuv2c30NQB06bJkXyAEXwR48s0balCCSwuWz6KiNu5sU%2BM9%2FCwW%2Bu12U4BPsQjFJUDK5jM5H6QBpKXCV7UNhTNCK3CsXndk85WkcH5j%2FbpO9pyI5FvmjOWXgM8tGpf3S8w2DcfPH5Rc%2FPX%2FRq%2F0Te1IQe9pBfqim9msKcfOzARP6WuG02WrxxLJ4uggFNCeeasloU9HDzCiUQHdEyXnwnw5z1vxqGabV0dN7Jnsi%2FpohbZvgg9ir0q1DWQSuazB6NN0OFTJOoGS%2FKCnaoZRuZcdMW6KIRuWzxOmr7I6CIW4zohlICyZHw%2Bi2H36uGCogXgYnhxzST0CXskN3Mge2PoY%3D&allow_caching=true&sz=w1854-h1025-rw||alt="Version" height="459" width="789"]]
49 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]].
50
51 (% class="wikigeneratedid" %)
52 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.
53
54 == (% style="color:inherit; font-family:inherit" %)Authorisation group "End-user for BI Self-service(%%) ==
55
56 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.
57
58 If you do not have administrative rights, or if in doubt, contact your DigDash Enterprise administrator.
59
60 = Retrieving the source file =
61
62 In order to complete this tutorial, you must first retrieve the source data file: the Excel file [[HR_dataset_tutorial.xlsx>>attach:HR_dataset_tutorial.xlsx]].
63 Please click on the file name to download it.
64
65 = Step 1: Connecting to the Dashboard Editor{{id name="Connexion"/}} =
66
67 Once you have checked the prerequisites in the previous section, you can connect to the Dashboard Editor.
68
69 It is from this editor that we will launch the Dashboard Creation Wizard.
70
71 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.
72
73 == Logging to DigDash Enterprise ==
74
75 === Logging to the home page ===
76
77 1. First of all, make sure you have the internet address of the DigDash Enterprise installation as well as your user name and password.
78 1*. Your DigDash Enterprise administrator must have given you this information beforehand.
79 1*. If in doubt, please contact your DigDash Enterprise administrator.
80 1. Using your web browser, go to the address you have been given: the DigDash Enterprise home page will be displayed.
81
82 === Home page overview ===
83
84 Once you have completed the previous connection stage, the following home page will be displayed in your browser.
85
86 [[image:https://doc.digdash.com/xwiki/wiki/dd2025r2/download/Digdash/user_guide/tutorials/didacticiel_assistant_onepage/WebHome/Home_1st_tuto_FR.png?rev=1.2||alt="Home page"]]
87
88 (% class="wikigeneratedid" %)
89 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.
90
91 (% class="wikigeneratedid" %)
92 The numbered items are the ones we are interested in for this tutorial. They are detailed in the table below:
93
94 |=(% 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.
95 The version currently in use is also displayed in the lower part of this area.
96 |=(% 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" %)(((
97 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.
98 )))
99 |=(% 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.
100
101 (% class="wikigeneratedid" %)
102 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.
103
104 == Connecting to the Dashboard Editor ==
105
106 1. From the home page, click the **Dashboard Editor **button: a login page opens.
107 [[image:Editor_login_box_FR.png]]
108 1. Enter your user name and password, then click the **Log in** button: the **Dashboard Editor** window appears.
109 [[image:Iverview_editor_EN.png||alt="Editeur" height="556" width="969"]]
110
111
112 |=(% 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" %)(((
113 The central area displays the dashboard pages (2nd line) for each role (1st line).
114
115 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.
116 )))
117 |=(% 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:(((
118 * a help menu [[image:1737628167511-945.png||alt="Aide" height="29" width="33"]]
119 * the dashboard creation wizard [[image:ACTB_button.png||height="28" width="28"]]
120 * switch to view mode for the dashboard you are editing [[image:Dashboard_button.png||alt="Consultation Dashboard" height="27" width="33"]]
121 * a save button [[image:1750408605686-166.png||alt="Save"]]
122 * 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"]]
123 )))
124 |=(% 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.
125
126 {{info}}
127 **Roles** are a collection of data sources and charts linked to these sources.
128
129 * Each user has a personal role that is automatically created in DigDash Enterprise.
130 It is within this role that each user can create their charts.
131 **This is also the role where the data sources and charts generated by the Assistant will be stored.**
132 * 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.
133 {{/info}}
134
135 === Accessing the Dashboard Wizard ===
136
137 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.
138
139 [[image:Assistant_1st_page_EN.png||height="588" width="1065"]]
140
141 {{info}}
142 **💡 **​​​​​​**Good to know:** In the Assistant interface, dark blue sections are displayed to guide you.
143 In these sections, light blue text can be hovered over to display contextual help.
144
145 [[image:Help_EN.png||alt="Help"]]
146 {{/info}}
147
148 = Step 2: Loading data and editing the data model =
149
150 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.
151
152 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 charts.
153
154 (% class="box infomessage" %)
155 (((
156 A **data model **is an intelligent representation of raw data in a business language to be adapted to the end user.
157 DigDash Enterprise detects the source data types (temporal or geographical dimension).
158 )))
159
160 (% class="box errormessage" %)
161 (((
162 **❗ 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.
163 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.
164 )))
165
166 == Loading data ==
167
168 {{warning}}
169 For this tutorial, we will use the following file: RH_dataset_tutorial.xlsx
170
171 * This Excel file contains a fictitious human resources dataset for a company located in the Île-de-France region;
172 * This dataset is historically displayed by month and also includes geographic data;
173
174 If you haven't already, please click on the file name above to download it.
175 {{/warning}}
176
177 === Selecting the file ===
178
179 To move through the wizard and create our charts, you have three choices when you open the wizard.
180
181 1. Click the first button **Select a file.**
182 1. In the** Selecting a data source** box, choose **From a file on your computer **and then click **Choose a file...**
183 A window for your operating system will open.
184 1. Browse your folders to the folder where you saved the **RH_dataset_didacticiel.xlsx **file **;**
185 1. Select the file and click **Open.**
186
187 [[image:Select_datasource_EN.png||alt="Select data source"]]
188
189 === Loading the file ===
190
191 A green progress bar will appear to indicate that the file has been correctly and completely downloaded.
192
193 A **Download completed** message confirms that the file has been successfully uploaded.
194
195 1. Click the **Next** button.
196
197 {{info}}
198 **💡 **​​​​​​**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.
199
200 In this tutorial, our file contains only one sheet, so this option is not offered by the wizard.
201 {{/info}}
202
203 == Editing the data model ==
204
205 Once the file has been downloaded, the data preview screen appears.
206
207 This step will enable us to put our data model in order so that we can build our first charts as effectively as possible.
208
209 === Data preview ===
210
211 On the screen **Analysis results of your data**, click the **Edit data model** at the bottom right to switch to the edit mode.
212
213 In the **Data selection** section, there are options for:
214
215 * choose the Excel spreadsheet to be used
216 * choose the first row as the column header ;
217 * disable empty columns ;
218 * ignore a number of header rows.
219
220 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.
221
222 Now click the second tab, **Configure the data model.**
223
224 [[image:Preview_data_EN.png||alt="Preview data"]]
225
226 === Configuring the data model ===
227
228 {{error}}
229 **❗​​ ​Warning:** This step is mandatory. No further modifications can be made after the configuration has been validated.
230 {{/error}}
231
232 In this second tab, we will configure the data model, i.e. :
233
234 * give it a name ;
235 * check that the columns are correctly distributed between dimensions and measurements;
236 * if necessary, modify this pre-assignment;
237 * add calculated measurements;
238 * change the display labels for certain measurements or dimensions.
239
240 {{info}}
241 **💡​Good to know:**
242
243 * A dimension is qualitative data. It is generally filterable and explorable (time data, geography, etc.).
244 In the Wizard, a** dimension is symbolized by this blue cube: [[image:dimension.svg||height="22" width="22"]]**.
245
246 * A measure is quantifiable data to be represented. It can be calculated.
247 In the Wizard,** a measure is symbolized by this blue abacus: [[image:measure.svg||height="22" width="22"]]**.​​​
248 {{/info}}
249
250 (% class="wikigeneratedid" id="HNommagedumodE8lededonnE9es" %)
251 __**Naming the data model**__
252
253 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**".
254
255 By default, the data model takes the name of the Excel file. To rename it :
256
257 1. Enter the desired text in the first field **Datamodel name**.
258
259 [[image:Data_preview_EN.png||alt="Data preview"]]
260
261 (% class="wikigeneratedid" id="HVE9rificationdesassignationdimensionsetmesures" %)
262 __**Checking dimension and measurement assignments**__
263
264 Below the name of the data model is a list of the columns in the file, indicating for each column :
265
266 * its index (starting at 0)
267 * name (taken from the identified column header)
268 * the type :
269 ** dimension
270 ** geographical dimension
271 ** time dimension
272 ** measurement
273 * and the display name (or displayed value)
274
275 {{info}}
276 **💡 ​​​​​​Good to know**: a measure for counting the number of lines is automatically created. It's called **Row Count** (index 13).
277 {{/info}}
278
279 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:
280
281 * In **column 7**, we can see that the **Postal Code **is identified as a measure and not as a dimension.
282 ** 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.
283 ** 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.
284 [[image:Postal_code_type_EN.png||alt="Dimension type"]]
285 * 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.
286 ** This time we can select **Measure** from the **Type** drop-down list in the column parameters panel to correct this.
287
288 (% class="wikigeneratedid" id="HAjoutdemesurescalculE9es" %)
289 __**Adding calculated measures**__
290
291 Calculated measures allow you to create the measures you want from measures in the file.
292
293 The wizard offers three types of calculated measurement:
294
295 * **general functions**: these are standard functions:
296 ** calculation of a percentage of progress
297 ** calculating a percentage of the total
298 ** calculating a percentage of a measure
299 * **transformers **: these functions can be used to create a measure that returns the value of the measure:
300 ** of the day - 1
301 ** of the week - 1
302 ** of the month - 1
303 ** of the year - 1
304 * **formula **: this calculated measurement lets you apply your own arithmetic formulas to the available measurements.
305
306 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 charts in the next step.
307 Here we are going to add measures calculated in relation to absenteeism and payroll.
308
309 (% class="wikigeneratedid" %)
310 //**Formula type measure: Absenteeism rate**//
311
312 Here we are going to create a measure calculating the absenteeism rate. This calculated action will use the following formula:
313 //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).
314 To create this action:
315
316 1. Click on the **Add a calculated measure** button located above the parameters panel.
317 [[image:New_formula_EN.png||alt="Add formula"]]
318
319 (% start="2" %)
320 1. In the drop-down list which appears, click **Formula...**
321 1. The **Formula Editor** window appears.
322
323 [[image:Formula_editor_EN.png||data-xwiki-image-style-alignment="center"]]
324
325 (% start="4" %)
326 1. Enter the name of the new calculated measure in the first field: **Absenteeism rate.**
327
328 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.
329
330 (% start="5" %)
331 1. In our case, click **Insert Measure in Formula**.
332 1. Then select the measure **Days Absent**:** **the** **measure is added in the text box below.
333 1. Before adding the other measure, complete it by writing: " **/ (30 *) **".
334 1. Then insert the measure **Row count.**
335 1. Finish by closing the brackets.
336
337 The final formula should be as follows:
338
339 {{code cssClass="notranslate"}}
340 'Days absent(sum)' / (30 * 'Row Count(sum)')
341 {{/code}}
342
343 (% start="11" %)
344 1. Finally, you can indicate the format in which this calculated formula will be displayed: choose the **Percent** format here.
345
346 [[image:Formula_editor_absenteeism_rate_EN.png||data-xwiki-image-style-alignment="center"]]
347
348 (% start="12" %)
349 1. Finish creating this measure by clicking **OK**.
350
351 The calculated **Absenteeism rate** measure that has just been created is displayed at the end of the column list.
352
353 [[image:Measure_absenteeism_rate_added_EN.png||alt="Measure added"]]
354
355 (% class="wikigeneratedid" id="HTauxd27absentE9ismedumoisprE9cE9dent28transformateurm-129" %)
356 //**Measure with Transformers type: Absenteeism rate for the previous month**//
357
358 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.
359
360 1. Click the **Add a calculated measure** button above the parameters panel.
361 1. In the drop-down list that appears, click **Transformers** and then on **Month - 1**.
362
363 [[image:Measure_absenteeism_rate_M-1_EN.png||alt="Measure month-1"]]
364
365 (% start="3" %)
366 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**.
367 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.
368 1*. Here, choose the measure calculated just recently: **Absenteeism rate**.
369
370 [[image:Abs_month-1_EN.png||data-xwiki-image-style-alignment="center"]]
371
372 (% start="5" %)
373 1. Finish creating this measure by clicking **OK.**
374
375 The calculated measure **Absenteeism rate for the previous month **that has just been created is displayed at the end of the list of columns.
376
377
378 (% class="wikigeneratedid" id="HTauxd27E9volutiondutauxd27absentE9isme28gE9nE9raledeprogression29" %)
379 //**Measure with the general function type (percentage progression) : Evolution of the absenteeism rate**//
380
381 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.
382
383 1. Click the **Add a calculated measure** button above the parameters panel.
384 1. In the drop-down list that appears, click on **General Functions** and then **% Progression**.
385 1. In the **% Progression** window which then appears, enter the name of the new calculated measure in the first field: //**Evolution of the absenteeism rate**//.
386
387 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.
388
389 (% start="1" %)
390 1. In the **First measure** drop-down list, choose **Absenteeism rate for the previous month.**
391 1. In the **Second measurement** drop-down list, choose **Absenteeism rate.**
392 1. Finally, in the **Format** drop-down list, leave **Percentage **selected by default.
393 1. Finish creating this measure by clicking **OK.**
394
395 The calculated measure //**Evolution of the absenteeism rate**// just created is displayed at the end of the list of columns.
396
397 [[image:1757084244271-404.png||alt="Progression" data-xwiki-image-style-alignment="center"]]
398
399 (% class="wikigeneratedid" id="HMassesalarialedel27annE9eprE9cE9dente28transformateurn-129" %)
400 //**Transformer type measure: Payroll for the previous year**//
401
402 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**.
403
404 1. Click the **Add a calculated measure** button above the parameters panel.
405 1. In the drop-down list which appears, click on **Transformers** and then on **Year - 1.**
406 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**.
407 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.
408 1*. Here, choose the measure: **Annual Salary**.
409 [[image:1757084081018-268.png||alt="Payroll Y-1" data-xwiki-image-style-alignment="center"]]
410
411 (% start="5" %)
412 1. Finish creating this measure by clicking **Ok.**
413
414 The calculated measure that has just been created is displayed at the end of the list of columns.
415
416
417 (% class="wikigeneratedid" id="HTauxd27E9volutiondelamassesalariale28gE9nE9raledeprogression29" %)
418 //**General function measure (percentage increase) : Evolution of the payroll**//
419
420 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**.
421
422 1. Click on the **Add a calculated measure** button above the parameters panel.
423 1. In the drop-down list that appears, click on **General functions** and then on **% Progression**.
424 1. In the **% Progression** window which then appears, enter the name of the new calculated measure in the first field: **Evolution of the payroll**.
425
426 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.
427
428 (% start="1" %)
429 1. In the **First measure** drop-down list, choose **Payroll for the previous year**.
430 1. In the **Second measure** drop-down list, choose **Annual salary**.
431 1. Finally, in the **Format** drop-down list, leave **Percentage **selected by default.
432
433 [[image:1757315819028-826.png||data-xwiki-image-style-alignment="center"]]
434
435 (% start="4" %)
436 1. Finish creating this measure by clicking **OK**.
437
438 The calculated measure, **Evolution of the payroll**, which has just been created, is displayed at the end of the list of columns.
439
440 {{info}}
441 💡 **Good to know:** Calculated measures can be created directly from existing measures:
442
443 1. Place your cursor on the **Annual Salary** measure row.
444 1. Click **More...**
445 1. In the contextual menu that appears, hover over **Create a calculated measure from 'Annual Salary'**, then over **Transformers**.
446 1. Click **Year - 1**.
447
448 The measure creation window appears, already configured.
449
450 In this case, we have already created this measure, so click  **Cancel**.
451
452
453 [[image:1757062089134-996.png||data-xwiki-image-style-alignment="center"]]
454
455 [[image:1757062152994-949.png||data-xwiki-image-style-alignment="center"]]
456
457
458 {{/info}}
459
460 (% class="wikigeneratedid" %)
461 We have now finished adding calculated measures.
462
463
464 (% class="wikigeneratedid" id="HModificationdeslibellE9sd27affichage" %)
465 __**Modifying display labels**__
466
467 As the final stage in configuring our data model, we will now look at how to rename the column identifiers.
468
469 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.
470
471 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".
472
473 We will therefore first rename the name "Annual salary" in column 10 to "Payroll":
474
475 1. Move the mouse over the line in column 10 **"Annual salary**": the line is coloured grey and a **More...** button appears.
476
477 [[image:1757062089134-996.png||data-xwiki-image-style-alignment="center"]]
478
479 (% start="2" %)
480 1. Click **More...**
481 1. In the pop-up menu that appears, click** Edit value displayed**.
482
483 [[image:1757062313106-157.png||alt="Edit display name" data-xwiki-image-style-alignment="center"]]
484
485 The field containing the value displayed can now be modified.
486
487 (% start="2" %)
488 1. Enter **Payroll**.
489 1. Click anywhere outside the field to complete the entry.
490
491 [[image:1757062397921-300.png||alt="Rename annual salary" data-xwiki-image-style-alignment="center"]]
492
493
494 We can do the same to rename **Department Code (ISO) **to **Department Code :**
495
496 [[image:1757062481617-360.png||alt="Rename department code" data-xwiki-image-style-alignment="center"]]
497
498
499 (% class="wikigeneratedid" id="HValidation" %)
500 __**Validate**__
501
502 We have now completed the steps of loading the data and configuring the data model.
503
504 You can now click on the blue button at the bottom of the list of columns: **Validate the configuration**.
505
506 [[image:Validate_config_FR.png||alt="Valider"]]
507
508 = Step 3: Creating the customised dashboard: first charts =
509
510 Once we've loaded the data and edited the data model, we'll move on to creating the charts we'll use to build our first** Absenteeism** dashboard **.**
511
512 We can insert these charts into the dashboard using an intelligent layout proposed by the Dashboard Creation Assistant.
513
514 (% class="wikigeneratedid" id="HCrE9ationdutableaudebordpersonnalisE9" %)
515 To proceed with the creation of the dashboard, click **Continue **from the **Analysis results** page **of your data**.
516
517 The **Build your own dashboard** page then appears.
518
519 [[image:Build_dashboard_EN.png||alt="Build dashboard"]]
520
521 In this section, the assistant is divided into two vertical sections:
522
523 * **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.
524 * **on the right is the list of charts selected for display on the dashboard page.**
525
526 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral" %)
527 **General operation**
528
529 The charts to be displayed on the dashboard page are prepared as follows:
530
531 1. Choose a chart from the custom charts or charts offered by DigDash Enterprise;
532 1. Configure dimensions and measurements;
533 1. Add it to the list of charts on the dashboard page being created.
534
535 This process must be repeated as many times as necessary to add a chart to the dashboard.
536
537 {{info}}
538 **💡 Good to know**: in this part of the wizard, charts are divided into two categories:
539
540 * **Custom charts**: you have control over the type of chart and can select up to 3 dimensions and 3 measures.
541 * **Recommended charts**: these are the charts proposed by DigDash Enterprise’s intelligence, as they may address an interesting use case.
542 {{/info}}
543
544 == Creating the charts ==
545
546 First, we are going to create and add four charts relating to absenteeism in the company:
547
548 * Trend in absenteeism rate
549 * Number of days of absenteeism per department
550 * Causes of absenteeism
551 * Map: absenteeism rate by department
552
553 (% class="box errormessage" %)
554 (((
555 **❗ Please note: **The charts created will only be saved at the end of the Custom Dashboard Creation step, once you have clicked the **Finish and Build Dashboard** button.
556 If you exit the Dashboard Creation Wizard beforehand, all the charts created and the data model will be lost.
557 )))
558
559 === Creating the "E**volution of the absenteeism rate" chart** ===
560
561 In this first chart, we are going to create a **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} chart** showing the** evolution of the absenteeism rate**.
562
563 This chart 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!
564
565 To do this
566
567 1. In the **Select a graphic** drop-down list, select **Recommendations.**
568 1. From the available charts, click **Trend analysis**.
569 In the data selection box that appears, the dimension is automatically set to **Date**.
570 1. Select **Absenteeism rate** from the list of measures.
571
572 [[image:Select_trend_analysis_EN.png||data-xwiki-image-style-alignment="center"]]
573
574 (% start="4" %)
575 1. Click the **Add to dashboard** button.
576 The **Trend (Date) Absenteeism Rate** chart is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
577
578 [[image:Trend_analysis_added_EN.png||alt="Chart added" data-xwiki-image-style-alignment="center"]]
579
580 {{info}}
581 **💡 Good to know:** it is possible to delete one of the charts that has already been added to the list.
582
583 To do so, click the cross icon associated with that chart in the list.
584
585 [[image:Delete_chart_EN.png||data-xwiki-image-style-alignment="center"]]
586 {{/info}}
587
588 === Creating the "Number of days of absenteeism by department" chart ===
589
590 For this chart, we're going to create a **histogram** showing **the number of days of absenteeism per department**.
591
592 To do this
593
594 1. In the **Select a graphic** drop-down list, select **Compare**.
595 1. From the available charts, click **Columns** to select a columnar representation.
596 A data selection box is displayed below.
597 1. In the **Choose a dimension** drop-down list, select **Department**.
598 1. In the **Choose a measure** drop-down list, select **Days absent**.
599
600 [[image:Select_columns_EN.png]]
601
602 (% start="5" %)
603 1. Click the **Add to Dashboard** button.
604 The **Days Absent by Department** chart is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
605
606 === Creating the “Causes of Absenteeism” chart ===
607
608 We're now going to build a **pie chart** representing the distribution of **causes of absenteeism**.
609
610 To do this:
611
612 1. From the **Select a graphic **drop-down list, select **Compare**.
613 1. From the available charts, click **Sectors **to select a pie chart.
614 A data selection box is displayed below.
615 1. In the **Choose a dimension** drop-down list, select **Reason for absence.**
616 1. From the **Choose a Measure** drop-down list, select **Days Absent**.
617
618 [[image:Select_sectors_EN.png||data-xwiki-image-style-alignment="center"]]
619
620 (% start="5" %)
621 1. Click the **Add to Dashboard** button.
622 The **Days absent by reason for absence chart **is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
623
624 === Creating the "Absenteeism rate per French department" chart ===
625
626 (% class="wikigeneratedid" id="HCartographie:nombredejoursd27absentE9ismepardE9partement" %)
627 We're now going to create a **map** showing the **absenteeism rate per 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!
628
629 To do this
630
631 1. In the **Chart type** drop-down list, select **Recommendations.**
632 1. From the available charts, click on **Geographic Analysis**.
633 1. In the data selection box that appears, select **Department Code **from the list of dimensions.
634 1. Then select **Absenteeism rate** from the list of measures.
635
636 [[image:1759848351212-111.png||alt="Georgraphic analysis" data-xwiki-image-style-alignment="center"]]
637
638 (% start="4" %)
639 1. Click on the **Add to dashboard** button.
640 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!
641
642 [[image:All_charts_added_EN.png||alt="Chart list" data-xwiki-image-style-alignment="center"]]
643
644 == Naming the dashboard ==
645
646 Before continuing, don't forget to name the dashboard.
647
648 At the very top of the page, in the **Dashboard name **field, you can enter the name of the new page being created.
649 Enter **Absenteeism** here.
650
651 [[image:Dashboard_name_EN.png]]
652
653
654 == Choosing the layout ==
655
656 We have just created 4 charts, which will be the charts of the **Absenteeism** dashboard.
657
658 DigDash Enterprise offers several layouts for arranging these charts on a page. These layouts automatically arrange the charts on the page, to save you time.
659
660 At the bottom of the list of charts to be inserted into the page you are creating, notice**"Layout selected: Automatic"**.
661
662 [[image:1759843950532-383.png||data-xwiki-image-style-alignment="center"]]
663
664 By clicking 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.
665 At the very top, the first choice is **Automatic **: DigDash Enterprise will take care of all the layout logic.
666 At the bottom of this first choice, you can adjust the automated layout according to your preferences.
667
668 Note the different symbols in the layout zones: they correspond to the content that will be added automatically:
669
670 * charts
671 * dimensions for filtering
672 * filtered elements
673
674 1. Select the layout **Charts + Filters on the left.**
675 1. Close the drop-down list using the cross at the top right.
676 1. The** selected layout **is then updated with: **Charts + Filters on the left.**
677
678 [[image:1759844025323-929.png||alt="Charts+filters left" data-xwiki-image-style-alignment="center"]]
679
680 After this last step, we'll leave the Wizard and return to the **Dashboard Editor **to fine-tune the dashboard.
681
682 Click **Finish and build the dashboard **at the bottom right of the **Dashboard Creation Wizard** window **:**
683
684 * The **Dashboard** **Creation Assistant **closes.
685 * The data model is saved.
686 * The **Absenteeism **dashboard page is displayed in the **Dashboard Editor **with the 4 charts we have just created.
687
688 = Step 5: Finalising the Absenteeism dashboard page =
689
690 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 nearly reached the end of the road! We've just returned to the Dashboard Editor, and the 4 configured charts are already displayed on our 'Absenteeism' page.
691
692 So this part of the tutorial will show us how to fine-tune the page we've just created. In particular, we'll see :
693
694 * how to add dimensions as filters ;
695 * how to modify charts that have already been created;
696 * how to rename and access the properties of charts.
697
698 This part will also be an opportunity to familiarise ourselves further with the editor.
699
700 == Back to the Dashboard Editor ==
701
702 In the previous section, we configured the first charts.
703
704 They are now arranged on your first dashboard page, which you are now viewing in the editor.
705
706 [[image:Dashboard_created_EN.png||alt="Dashboard page"]]
707
708 Let's look at a few things by following the numbered elements above:
709
710 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**.
711 1. The **Filtered elements **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).
712 1. The **Information {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} (Existing Graphics)** section has been opened:
713 1*. This section contains all the charts we created in the previous step;
714 1*. Note that the role (or wallet) open is your personal role; later, you will be able to open another wallet for your organisation;
715 1*. In the event that you accidentally delete one of the charts 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;
716 1*. Note also that the 4 charts on the current dashboard are all grouped together in a category with the same name as the page created.
717 1. At any time, you can view the dashboard in its final state by clicking on the **Access the dashboard** button **.**
718 This switch to viewing also allows you to save the changes you have made in the editor.
719
720 Let's now move on to finalising this first page dedicated to absenteeism.
721
722 == Finalising the page ==
723
724 === Adding filters ===
725
726 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.
727
728 To do this:
729
730 1. In the left-hand column of the page you are editing, notice the three rectangles inviting you to **"Drag and Drop Dimension".**
731 It is in these three zones that we are going to insert our three dimensions.
732 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**.
733 1. Drag and drop the **Date** dimension onto the first rectangle: the date filter elements will then be displayed there.
734 1. Repeat the operation for the **Department** dimension and the **Gender **dimension, using the other 2 rectangles.
735 [[image:Filters_EN.png||alt="Filters"]]
736
737 {{info}}
738 💡 **Good to know : **Have you noticed that an asterisk has appeared in the page name? It simply means that there are unsaved changes.​
739 ​​​​​​[[image:1764236258114-273.png]]
740 {{/info}}
741
742 Note that the **Date** dimension displays its members in** day/month/year** format**.**
743 To switch to year format :
744
745 1. Hover the mouse over this **Date** dimension.
746 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears.
747 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.
748
749 [[image:1764236426182-261.png||alt="Properties" data-xwiki-image-style-alignment="center"]]
750
751 (% start="4" %)
752 1. In the **Hierarchy** drop-down list, select **Date.**
753 1. In the **Level** drop-down list, select **Year.**
754 1. Further down, in the **View Type **drop-down list**, **select **Vertical List.**
755
756 [[image:Date_filter_properties_EN.png||alt="Date filter properties" data-xwiki-image-style-alignment="center"]]
757
758 (% start="7" %)
759 1. Click on **OK.**
760
761 {{info}}
762 As you go through this part of the tutorial, feel free to switch between editor mode and view mode to see how the changes you make affect the final result!
763
764 **How do you return directly to the editor from view mode?**
765
766 1. Click on your username.
767 1. In the context menu that appears, click **Editor**.
768
769 [[image:1764236771666-775.png]]
770
771 [[image:1764236859466-448.png]]
772 {{/info}}
773
774 === Renaming charts ===
775
776 As you will no doubt have noticed, automatically created charts have automatically generated names which are sometimes difficult to understand.
777
778 In this section, we are going to rename the charts so that they have a more meaningful name.
779
780 To do this:
781
782 1. Hover the mouse over the graph **Trend (Date) Absenteeism rate.**
783 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.
784 1. Click **Rename** in the context menu.
785 1. In the **Rename **dialog box that appears, enter the new name: **Evolution of the absenteeism rate.**
786 1. Click **OK **to confirm.
787
788 You can also open the **Rename **box by double-clicking on the title of the chart.
789
790 [[image:1764236999503-576.png||data-xwiki-image-style-alignment="center"]]
791
792 [[image:1764237115152-365.png||alt="Rename" data-xwiki-image-style-alignment="center"]]
793
794 Do the same to rename :
795
796 * //Days absent by Department// to **Number of absenteeism days by department**
797 * //Days absent by Reason for absence //in** Causes of absenteeism**
798 * //Absenteeism rate by Department Code// to **Absenteeism rate by French department**
799
800 === Modifying graphs that have already been created ===
801
802 Now that your page is taking shape with filters and clearly named charts, it’s important to ensure the charts are consistent and comply with any company or departmental rules.
803
804 That’s why we offer you the option to make in-depth changes to existing charts directly from the editor.
805
806 Here, we will look at how to :
807
808 * change the level of the **Date** dimension of the **Evolution of absenteeism rate** graph to display dates at quarter level ;
809 * add sorting on the measure for the **Number of days of absenteeism by department** histogram;
810 * change the colours of the **Absenteeism rate by French department** chart.
811
812 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral-1" %)
813 **General operation**
814
815 First of all, let's explain how to modify charts already created in the editor:
816
817 * When you hover the mouse over the chart area, a chart icon [[image:Icone graphique.png||alt="Icone_graphique"]] appears in the top right-hand corner.
818 * Click on it to open the chart editing window.
819 * In this editing window :
820 ** the central area shows a preview of the changes you have made ;
821 ** 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;
822 ** When you hover over this left-hand column, a configuration zone appears above the central preview area:
823 *** This is where you can add measurements and dimensions by dragging and dropping from the left-hand column;
824 *** This is also where you can modify the configuration of the dimensions and measurements already in place;
825 * 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.
826 \\[[image:1764250304788-391.png]]
827
828 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardate:afficherlesdatesauformattrimestre" %)
829 //**Evolution of the absenteeism rate: display dates in quarter format**//
830
831 In this first chart, we're going to enter edit mode to display the dates in the online chart in quarter format.
832
833 To do this:
834
835 1. Hover over the //**Evolution of the absenteeism rate**// chart area in the editor page **.**
836 1. Click on the chart icon [[image:Icone graphique.png||alt="Icone_graphique" height="23" width="25"]] that (% 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 window for this chart is displayed.
837 1. In the left-hand column, in the **Dimensions** section, click on **Date...**
838 1. Locate the hierarchy/level pair **Month Year / Quarter**
839 1. Drag and drop this hierarchy/level pair onto the **Abscissa** axis.
840 1. Save your changes using the** Save** icon in the top right-hand corner
841 The dates in the chart are now displayed in quarter format!
842
843 [[image:1764250697285-182.png]]
844
845 {{info}}
846 **💡Good to know**: if a dimension has its name followed by '...', it means it offers one or more hierarchies, allowing you to choose the level to display in your chart.
847 {{/info}}
848
849 (% class="wikigeneratedid" id="HNombredejoursd27absentE9ismesparservice:colorerl27histogrammeparserviceettrierselonlamesure" %)
850 //**Number of days of absenteeism by department: sort by measure**//
851
852 In this second chart, we're going to enter chart editing mode to define a sort by measure.
853
854 To do this:
855
856 1. Hover over the **Number of days of absenteeism by department** chart area in the editor page.
857 1. Click on the chart icon [[image:Icone graphique.png||alt="Icone_graphique" height="23" width="25"]] that (% 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 chart is then displayed.
858 1. In the configuration area, right-click on **Column.**
859 1. In the pop-up menu that appears, click on **Change the sort**: the **Add Sort **dialog box appears.
860
861 [[image:Chnage_sort_EN.png||data-xwiki-image-style-alignment="center"]]
862
863 (% start="5" %)
864 1. In the **Sort** drop-down list, select **Descending sort on measure**.
865 1. In the **Measure** drop-down list, keep the **Days absent** selection.
866
867 [[image:Add_sort_EN.png||alt="Add sort" data-xwiki-image-style-alignment="center"]]
868
869 (% start="6" %)
870 1. Click **OK**:** **The** **columns are now sorted from the highest to the lowest number of days of absenteeism.
871
872 [[image:Columns_sorted_EN.png||alt="Sorted columns" data-xwiki-image-style-alignment="center"]]
873
874 (% start="7" %)
875 1. Save the changes using the **Save **button in the top right-hand corner. [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]].
876
877 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardE9partement:changerlescouleursutilisE9es" %)
878 //**Absenteeism rate per French department: changing the colours used**//
879
880 Here we are going to enter the chart editing 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.
881
882 1. Hover over the Absenteeism rate by department chart area in the editor page.
883 1. (((
884 Click on the chart icon [[image:Icone graphique.png||alt="Icone_graphique" height="23" width="25"]] that (% 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 window is displayed.
885 )))
886 1. In the left-hand area, click on **Style...**, then on **Colors **. **.. **
887 The **Select color palette** box appears.
888 By default, the "Flat Design" colour palette is selected.
889 1. Select the **Color gender** palette.
890 [[image:Select_color_palette_EN.png||alt="Color palette" data-xwiki-image-style-alignment="center"]]
891 1. Click **OK **: the colours are modified for better viewing.
892
893 [[image:1764254801080-199.png||data-xwiki-image-style-alignment="center"]]
894
895 (% start="6" %)
896 1. Then save the changes using the **Save** button. [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button at the top right.
897
898 = Step 6: Creating a second "Payroll" dashboard page =
899
900 Having created the first page of our absenteeism dashboard, we're now going to create a second page dedicated to payroll.
901
902 We'll be looking at
903
904 * how to add a new page ;
905 * how to create new charts from the data source added and configured in the previous sections; and
906 * and how to insert and configure these new charts in the new page.
907
908 == Adding a new page and choosing a layout ==
909
910 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.
911
912 1. Click on the + symbol to the right of the **Absenteeism** page.
913
914 [[image:Add_page_EN.png||alt="Add page" data-xwiki-image-style-alignment="center"]]
915
916 1. The **Add page** box appears.
917 1. Enter the name of the page: **Payroll**.
918 1. We are now going to choose how the page is displayed: click on **Templates... **
919 ➡ The **Template selection **section appears.
920 1. For greater consistency with the previous page, we're going to choose the same layout: click on **Charts + filters on the left.**
921
922 [[image:Template.png||alt="Add page" data-xwiki-image-style-alignment="center"]]
923
924 (% start="6" %)
925 1. Confirm the creation of the new page by clicking **OK **again in the **Add page** box.
926 ➡ The **Payroll **page now appears.
927
928 == Creating new charts ==
929
930 The new **Payroll** page has now been created! We're now going to configure the new charts.
931
932 === How to create new charts from the editor ===
933
934 On the left-hand side of our pages, the **Information flows (Existing graphics) tab **is open and shows the information flows that already exist.
935
936 Let's open the **Creating new graphics **tab** **by clicking on it. The chart configuration tool is similar to the one we used earlier in the wizard.
937
938 Note that the **HR Data **data model is automatically selected. We are going to use this data model to create our new charts.
939
940 [[image:1764257289625-776.png||alt="Creating new graphics"]]
941
942 === Creating the "Payroll trend by department" chart ===
943
944 This first chart, in the form of a table, will show changes in the total payroll by department. We will then apply a filter to show changes in each department over the last year only.
945
946 (% class="wikigeneratedid" id="HConfiguration" %)
947 **Configuration**
948
949 1. In the **Creating new graphics** section, select the **Chart type** option if required and locate the **Tables** sub-section.
950 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.
951
952 [[image:Add_crosstable_EN.png||alt="Add cross table"]]
953
954 ➡ The **Creating a new chart** box appears.
955
956 (% start="3" %)
957 1. Enter the name of the chart: **Payroll trend by department.**
958
959 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.
960
961 (% start="4" %)
962 1. In the **Choose a dimension** drop-down list, check the **Department** dimension.
963 1. In the **Choose a measure** drop-down list, check the measures:
964 1*. **Payroll**
965 1*. **Payroll for the previous year**
966 1*. **Evolution of the payroll**
967
968 [[image:1764259513633-105.png||data-xwiki-image-style-alignment="center"]]
969
970 (% start="6" %)
971 1. Click **Add the chart** to confirm: the //Payroll trends by department// table is added to the dashboard page.
972
973 [[image:Croos_table_EN.png||alt="Cross table" data-xwiki-image-style-alignment="center"]]
974
975 (% class="wikigeneratedid" id="HFiltrage" %)
976 **Filtering**
977
978 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.
979
980 1. Position the mouse cursor over the chart.
981 1. Click on the cogwheel [[image:Roue_crantee2.png||alt="Roue_crantée"]]which appears at the top right of the graph.
982 1. In the pop-up menu that appears, click on **Parameters** then **Properties: **the **Payroll trend by department **panel then opens on the **Properties **section on the right of the dashboard.
983 1. Below **Properties**, click on the **Filters** tab.
984 In this tab, the dimensions that can be filtered are displayed: there are currently no filters configured.
985 1. Click on the **All** filter corresponding to the **Date** dimension.
986
987 [[image:1764260175280-917.png||alt="Filters" data-xwiki-image-style-alignment="center"]]
988
989 ➡ The **Filter: Date** dialog box appears, allowing you to configure the filter.
990
991 (% start="6" %)
992 1. From the **Filter Type** drop-down list, select **Predefined**.
993
994 (% class="box infomessage" %)
995 (((
996 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.
997 )))
998
999 (% start="7" %)
1000 1. In the second **Context** drop-down list, select **Max data date.**
1001 1. In the **Member** drop-down list, select **Year.**
1002
1003 [[image:Filters_date_defined_en.png||alt="Date filter" data-xwiki-image-style-alignment="center"]]
1004
1005 (% start="9" %)
1006 1. Click **OK** to confirm: the chart is updated on the dashboard page.
1007
1008 === Creating the "Payroll trend" chart ===
1009
1010 We are now going to create a second chart, in the form of a curve, which will represent the evolution of the total payroll over the years. To do this:
1011
1012 1. In the **Creating new graphics** tab, select **Recommendations**.
1013 1. From the list of suggested charts, select **Trend analysis **and** **drag and drop to the second rectangle **Drag and drop Chart **at top right. The **Creating a new chart **appears.
1014 1. Enter the name of the chart: **Payroll trend**.
1015 1. The dimension is automatically set to **Date**.
1016 1. In the **Measure** drop-down list, check **Payroll**.
1017
1018 (% class="wikigeneratedid" %)
1019 [[image:Trend analysis_en.png||alt="Trend analysis" data-xwiki-image-style-alignment="center"]]
1020
1021 (% start="6" %)
1022 1. Click on **Add the chart **: the new //Payroll trend// chart is added to the dashboard page.
1023
1024 [[image:Trend analysis_added_en.png||alt="Trend analysis" data-xwiki-image-style-alignment="center"]]
1025
1026 === Creating the "Payroll by department" chart ===
1027
1028 We are now going to create a third chart, this time in sectors, which will represent the breakdown of payroll by department.
1029
1030 1. In the **Creating new graphics** section, select **Chart type**.
1031 1. Locate the **Compare** sub-section.
1032 1. Select** Sectors** and drag and drop it to the third rectangle **Drag and drop Chart **at the bottom left.
1033 ➡ The **Create a new chart box appears**.
1034 1. Enter the name of the chart: **Payroll by department.**
1035 1. In the **Choose a dimension** drop-down list, check **Department**.
1036 1. In the **Choose a measure** drop-down list, check **Payroll**.
1037
1038 [[image:1764260895074-571.png||alt="Sectors" data-xwiki-image-style-alignment="center"]]
1039
1040 (% start="7" %)
1041 1. Click on **Add the chart **: the new //Payroll by department// chart is added to the dashboard page.
1042
1043 [[image:1764260993390-450.png||alt="Payroll by department" data-xwiki-image-style-alignment="center"]]
1044
1045 === (% style="color:inherit; font-family:inherit; font-size:23px" %)Creating the "Payroll by department and gender" chart(%%) ===
1046
1047 Finally, we're going to create a fourth chart, a column chart, which will show the breakdown of payroll by department while also allowing the gender distinction to be represented.
1048
1049 (% class="wikigeneratedid" id="HConfiguration-3" %)
1050 **Configuration**
1051
1052 1. In the **Creating new graphics** section, select **Chart type**.
1053 1. Locate the **Compare** sub-section**.**
1054 1. Select** Columns** and drag and drop to the fourth rectangle **Drag and drop Graph** at bottom right.
1055 ➡ The **Create a new chart** box appears.
1056 1. Enter the name of the graph: **Payroll by department and gender.**
1057 1. In the **Choose a dimension** drop-down list, check **Gender** then **Department**.
1058 1. In the **Choose a measure** drop-down list, check **Payroll**.
1059
1060 [[image:1764344864540-344.png||alt="Column chart" data-xwiki-image-style-alignment="center"]]
1061
1062 (% start="7" %)
1063 1. Click on **Add the chart **: the new //Payroll by department and gender// chart is added to the dashboard page. 
1064 Dimensions are not placed on the desired axes. We want to group by department and not by gender.
1065 1. Click on the **Continue editing** button.
1066
1067 **Modification of the axis**
1068
1069 To place dimensions on the right axes:
1070
1071 1. Remove dimensions from the **Grouping **axis : right click **Grouping **and click **Remove**.
1072 1. Drag and drop **Gender** on the Column axis to replace **Department**.
1073 1. Drag and drop the **Gender** dimension to the **Column **axis and the **Department **dimension to the **Grouping** axis.
1074 [[image:1764345467257-468.png]]
1075
1076 (% class="wikigeneratedid" id="HApplicationd27unepalettedecouleuradE9quate" %)
1077 **Application of a meaningful colour palette**
1078
1079 1. In the left-hand area, click on **Style...**, then on **Colors **: the **Select color palette** box appears.
1080 1. Select the **Color Gender** colour palette.
1081
1082 [[image:https://doc.digdash.com/xwiki/wiki/dev/download/Digdash/user_guide/tutorials/didacticiel_assistant_onepage/WebHome/Select_color_palette_EN.png?rev=1.1||alt="Color palette" data-xwiki-image-style-alignment="center"]]
1083
1084 The colours in the palette are applied automatically and a warning message is displayed. The new color palette is automatically applied in the edit area of the graph, but not necessarily on the dashboard page. Applying the new color palette in the dashboard may therefore require a refresh of the dashboard page.
1085
1086 [[image:1764345567039-540.png||alt="Message" data-xwiki-image-style-alignment="center"]]
1087
1088 [[image:1764345655002-465.png||alt="Color palette changed"]]
1089
1090 (% start="7" %)
1091 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.
1092
1093 == Adding filters ==
1094
1095 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.
1096
1097 To do this:
1098
1099 1. In the left-hand column of the page you are editing, notice the three rectangles inviting you to**"Drag and Drop Dimension".**
1100 That is where we are going to insert our three dimensions.
1101 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**.
1102 1. Drag and drop the **Date** dimension onto the first rectangle: the date filter elements will then be displayed there.
1103 1. Repeat the operation for the **Department** dimension and the **Gender **dimension, using the other 2 rectangles.
1104 [[image:1764345803086-471.png||alt="Filters"]]
1105
1106 Note that the **Date** dimension displays its members in** day/month/year** format**.**
1107 We're going to switch to year format:
1108
1109 1. Hover the mouse over this **Date** dimension.
1110 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears.
1111 1. Select **Parameters** in the pop-up menu, then **Properties: **the **Date **panel then opens in the **Properties **section on the right of the dashboard.
1112 1. In the **Hierarchy** drop-down list, select **Date.**
1113 1. In the **Level** drop-down list, select **Year.**
1114 1. Further down, in the **View Type **drop-down list**, **select **Horizontal list.**
1115
1116 [[image:1764345921687-773.png||alt="Date filter properties" data-xwiki-image-style-alignment="center"]]
1117
1118 = Step 7: Viewing the dashboard =
1119
1120 You can now view the final result of your work!
1121
1122 To do this, as you saw before, click on the **Access to the dashboard** button at the top right of the window.
1123
1124 (% class="box infomessage" %)
1125 (((
1126 If you haven't saved your changes, the editor will prompt you to save the dashboard.
1127 [[image:1764346080353-647.png]]
1128 Click **Save**.
1129 )))
1130
1131 You can now navigate your 2 //Absenteeism// and //Payroll //dashboard pages and test the use of the filters.
1132
1133 [[image:1764346352182-734.png]]
1134
1135 = Congratulations! =
1136
1137 From our Excel file, we were able to create a real dashboard using the DigDash Enterprise Dashboard Creation Assistant.
1138
1139 We saw how to :
1140
1141 * load a file ;
1142 * edit the data configuration and create a data model;
1143 * configure charts based on this data model;
1144 * configure dashboard pages to add filters;
1145 * modify the default view generated by going into more detail in the parameters.
1146
1147 == Going further ==
1148
1149 You can go even further!
1150
1151 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.
1152
1153 Don't hesitate to get in touch with your DigDash Enterprise administrator or your DigDash referral contact to discuss this!