Wiki source code of Self Service BI
Last modified by jhurst on 2024/04/02 14:26
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1 | **Self Service BI** | ||
2 | |||
3 | DigDash Enterprise provides a table editor toolbar allowing to modify the tables and cross tables in real time: adding columns or total, modifying sorts, styles,... | ||
4 | |||
5 | Modifying table becomes easy for everyone as it doesn't require any changes in the information wallet configuration. | ||
6 | |||
7 | {{ddtoc/}} | ||
8 | |||
9 | = Setting up self service BI = | ||
10 | |||
11 | To use the “Self Service BI”, open the **Visualization configuration **dialog box, then click** Advanced Parameters** and **Visualization Parameters**. | ||
12 | |||
13 | [[image:1592898730752-725.png]] | ||
14 | |||
15 | Open the **Specific Features **tab and check the **Table editor toolbar **box: | ||
16 | |||
17 | [[image:1592898766329-356.png]] | ||
18 | |||
19 | = Modifying table content = | ||
20 | |||
21 | When viewing the table, the chart is displayed on the right and the table editor toolbar on the left: | ||
22 | |||
23 | [[image:1592899175868-854.png]] | ||
24 | |||
25 | The table editor toolbar shows the list of dimensions and measures available in the data model. It also provides a set of tools allowing to export or save your table. | ||
26 | |||
27 | Dimensions having hierarchies or drill paths are followed by … Click the dimension to display available hierarchies: | ||
28 | |||
29 | [[image:1592899201393-933.png]] | ||
30 | |||
31 | == Adding a column == | ||
32 | |||
33 | Drag and drop the dimension or measure on the column header before which you want to insert the column. | ||
34 | |||
35 | If you want to add a hierarchy level of a dimension, click the dimension to select the appropriate level. | ||
36 | |||
37 | (% class="box infomessage" %) | ||
38 | ((( | ||
39 | //Note//: if you try to drop an object (measure or dimension) on an unauthorized place, a no-entry sign will be displayed (for example, if you try to add a measure before a dimension). | ||
40 | ))) | ||
41 | |||
42 | You can also add a column using right click : | ||
43 | |||
44 | Right click the header of the column before or after the column you want to add and select **Insert Dimension (after **or **before) **or **Insert Measure** **(before** or **after)** then | ||
45 | |||
46 | select the measure or dimension you want to add. If the dimension has hierarchies, the root level is automatically added (to add a hierarchy level, drag and drop it from the dimensions list on the left). | ||
47 | |||
48 | The **Insert a measure **menu is displayed only if you select a measure header or if you select the last dimension of the table (measures can only be added at the end of the table). | ||
49 | |||
50 | [[image:1592899244710-860.png]] | ||
51 | |||
52 | To add a dimension on the selected axis, select **Add dimension To axis**. | ||
53 | |||
54 | If you want to replace an axis, select **Replace Axis **then select the dimension. | ||
55 | |||
56 | == Adding a formula: == | ||
57 | |||
58 | To add a formula, drag and drop “Formula...” at the end of the measures list. | ||
59 | |||
60 | A dialog box shows up. Enter the name and the formula: | ||
61 | |||
62 | [[image:1592899268890-197.png]] | ||
63 | |||
64 | You can select measures from the **Available Measures... **drop-down list. | ||
65 | |||
66 | You can also select a format in the drop-down list at the bottom of the dialog box. Click **OK **to add the new formula at the end of the table. | ||
67 | |||
68 | |||
69 | == Adding a transformer == | ||
70 | |||
71 | Transformers can be added on measures to display values for the previous year, previous month, previous week or the previous day. | ||
72 | |||
73 | To add a transformer, click **Options... **under Formula, then drag and drop the transformer on the appropriate measure. | ||
74 | |||
75 | [[image:1592899287319-338.png]] | ||
76 | |||
77 | Enter the measure name and click **OK**. The measure is added to the right of the transformed measure. | ||
78 | |||
79 | |||
80 | == Removing a column == | ||
81 | |||
82 | |||
83 | Drag and drop the column header on the table toolbar. | ||
84 | |||
85 | You can also right click the column header and select **Remove Axis **or **Remove Measure**. | ||
86 | |||
87 | In case several dimensions are on the same axis, you can remove on of these dimensions by selecting **Remove Dimension**. | ||
88 | |||
89 | == Modifying axes properties == | ||
90 | |||
91 | === Adding or removing a total === | ||
92 | |||
93 | Right click the column header then select **Add Overall (begin) **or **Add Overall (end)**. | ||
94 | |||
95 | [[image:1592899309394-466.png]] | ||
96 | |||
97 | Adding overall values is also available from the dimensions options: click **Options... **below the dimensions list, then drag and drop **Total (begin) **or **Total (end)** on the dimension: | ||
98 | |||
99 | [[image:1592899337175-135.png]] | ||
100 | |||
101 | To remove a total, right click the dimension and select **Remove Total**. | ||
102 | |||
103 | === Adding or removing a Top/Bottom === | ||
104 | |||
105 | Right click the column header then select **Add Top **or **Add Bottom **then select the measure on which you want to apply the top or bottom. Finally, enter the number of values of your top/bottom. | ||
106 | |||
107 | To remove a Top/bottom select **Remove Top/Bottom/Range**. | ||
108 | |||
109 | [[image:1592899358826-608.png]] | ||
110 | |||
111 | |||
112 | === Selecting a range of values === | ||
113 | |||
114 | To select a range of values for a measure on a specific dimension, right click the dimension header, then select **Add range**. The list of measures table is displayed. | ||
115 | |||
116 | [[image:1592899375491-234.png]] | ||
117 | |||
118 | Select the measure to use then the range of values. | ||
119 | |||
120 | [[image:1592899389308-676.png]] | ||
121 | |||
122 | Click **OK **to display the resulting table: | ||
123 | |||
124 | [[image:1592899405613-167.png]] | ||
125 | |||
126 | To remove a range of values, select **Remove Top/Bottom/Range**. | ||
127 | |||
128 | === Adding or removing a sort === | ||
129 | |||
130 | Right click the column header then select **Add Ascending Sort **or **Add Descending Sort**. If you want to add a measure sort, select **Add Sort on Measure (asc.) **or **Add Sort on Measure (desc.) **then select the measure. | ||
131 | |||
132 | Adding sort is also available in the dimensions options. Click **Options... **below the dimensions list then drag and drop **Sort (asc.) **or **Sort (desc.)** on the dimension. | ||
133 | |||
134 | [[image:1592899428011-481.png]] | ||
135 | |||
136 | To remove a sort, right click the column header and select **Remove Sort**. | ||
137 | |||
138 | === Modifying measure aggregation === | ||
139 | |||
140 | Right click the measure header then select **Change aggregation **and choose one of the available functions: Sum, Average, Min, Max or Running Sum. | ||
141 | |||
142 | [[image:1592899446200-960.png]] | ||
143 | |||
144 | You can also change the aggregation by selecting it in the measures options. Click **Options... **below the measures list, then drag and drop the aggregation on the measure header. | ||
145 | |||
146 | [[image:1592899463693-472.png]] | ||
147 | |||
148 | === Modifying column format === | ||
149 | |||
150 | Right click the measure or continuous dimension header (date dimension for example), then select **Change format **and select the desired format. | ||
151 | |||
152 | = Modifying table styles = | ||
153 | |||
154 | To modify the tables styles, click **Edit Styles **at the top of the toolbar, then click the column header to modify the column style. | ||
155 | |||
156 | (% class="box infomessage" %) | ||
157 | ((( | ||
158 | //Note//: click **Edit styles **again to switch back the the table edition. | ||
159 | ))) | ||
160 | |||
161 | * To modify a row, column or cell style: select the cell, right click and choose the element you want to modify (cell, row or column) then the modification type: background, cell or border. | ||
162 | * You can also: | ||
163 | ** Hide a row or a column: select row or column, then select **Hide row **or **Hide column**. | ||
164 | ** Change the text of a cell: select cell, then **Text **and enter the text. The text can include variable like ${Filter Dim} where Dim is the filtered dimension. At display, the variable is replaced by the filter value on the “Dim” dimension. | ||
165 | ** Insert a row: select **Insert Row**, then indicate whether the row must be placed before or after the current row. Enter values of each row cell. | ||
166 | |||
167 | [[image:1592899501256-405.png]] | ||
168 | |||
169 | |||
170 | = Save a table = | ||
171 | |||
172 | == Save a view == | ||
173 | |||
174 | To save the current view of your table, click **Views... **then **Save Current View**. Enter the view name, then click **OK**. | ||
175 | |||
176 | The view is saved in the flow. To display a view, click on its name. | ||
177 | |||
178 | To remove a view, click the red cross besides the view name. | ||
179 | |||
180 | [[image:1592899538498-753.png]] | ||
181 | |||
182 | == Export a table == | ||
183 | |||
184 | To export a table, click **Export... **then select the export type: PDF, PPT, XLS, CSV or flow. If you export your table as a flow, this one is added to the user or role wallet (same wallet as the flow you modify). | ||
185 | |||
186 | == Reset the view == | ||
187 | |||
188 | To display the initial table again, click **Views... **then **Reset the view** | ||
189 | |||
190 | [[image:1592899557717-289.png]] | ||
191 | |||
192 | |||
193 |