Wiki source code of Tutoriel Produit
Last modified by baudard on 2024/04/02 14:26
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1 | Table of contents: | ||
2 | |||
3 | {{toc/}} | ||
4 | |||
5 | ---- | ||
6 | |||
7 | = Installation = | ||
8 | |||
9 | {{warning}} | ||
10 | **If you are accessing an online version of DigDash Enterprise** made available to you, this installation step has already been carried out by your administrator. | ||
11 | **Go directly to the step [[Creating the "Telecom" data model>>doc:||anchor="HCreationofthe201Ctelecom201Ddatamodel"]] to get started without further delay!** | ||
12 | {{/warning}} | ||
13 | |||
14 | |||
15 | __Files extraction__: | ||
16 | |||
17 | * Extract the content of digdash_enterprise_<numversion>_64.zip into the folder of your choice. | ||
18 | |||
19 | You can use the freeware [[__7zip__.>>url:http://www.spiroo.be/7zip/]] | ||
20 | |||
21 | DigDash Enterprise is now installed on your computer. | ||
22 | |||
23 | |||
24 | Please note that DigDash Enterprise is usually installed on a distant server which allows to share contents between users. | ||
25 | |||
26 | |||
27 | = Start-up = | ||
28 | |||
29 | {{warning}} | ||
30 | **If you are accessing an online version of DigDash Enterprise** made available to you, this start-up step has already been carried out by your administrator. | ||
31 | **Go directly to the step [[Creating the "Telecom" data model>>doc:||anchor="HCreationofthe201Ctelecom201Ddatamodel"]] to get started without further delay!** | ||
32 | {{/warning}} | ||
33 | |||
34 | * Open your installation directory, then double-click on the file **StartDigDash.exe**. | ||
35 | * Click on “Start”. | ||
36 | |||
37 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8c31c44dcf106d5c.png]] | ||
38 | |||
39 | The first start can take several minutes. The green icon will keep blinking until the server is completely started. The message “The server is started” will appear | ||
40 | |||
41 | * When the DigDash Enterprise server is ready, click on “Execute”. | ||
42 | |||
43 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_30f9dba3c70a655.png]] | ||
44 | |||
45 | A menu appears with shortcuts to: | ||
46 | |||
47 | * **Studio**: a dedicated tool to create charts | ||
48 | * **Dashboard** **editor**: a web interface to create pages with your charts | ||
49 | * **Administration**: the home page to all administration pages | ||
50 | |||
51 | = Administration = | ||
52 | |||
53 | {{warning}} | ||
54 | **If you are accessing an online version of DigDash Enterprise** made available to you, this administration step has already been carried out by your administrator. | ||
55 | **Go directly to the step [[Creating the "Telecom" data model>>doc:||anchor="HCreationofthe201Ctelecom201Ddatamodel"]] to get started without further delay!** | ||
56 | {{/warning}} | ||
57 | |||
58 | * Click “**Administration**” in the StartDigDash.exe application. | ||
59 | |||
60 | Your browser opens and displays DigDash Enterprise welcome page. | ||
61 | |||
62 | * Click **Configuration** then **license** **management**. | ||
63 | * In the connection dialog box, enter **admin/admin** Enter the license key then click **Test**. | ||
64 | |||
65 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a26aab61b83104bf.gif||alt="drawingObject26"]] | ||
66 | |||
67 | * Accept the general terms and conditions of use and maintenance then click **Apply**. | ||
68 | |||
69 | If you need to change the lang of the administration interface, do the following: | ||
70 | |||
71 | * Go back to the configuration page then click **User** **management**. | ||
72 | * Click the **New** **role** button and enter name “telecom”. Each user and role have their own wallet containing charts. When you assign a role to a user, the user will access all the charts of the role. | ||
73 | |||
74 | We will now create the user John Smith. | ||
75 | |||
76 | In the **User** **management** page again, click **New** **user** Fill up the following fields: | ||
77 | |||
78 | * LDAP login (uid) : jsmith | ||
79 | * Common Name (cn) : jsmith - Password: john | ||
80 | * Display Name : John Smith - Language : English | ||
81 | * Add telecom role to the user | ||
82 | * Assign all authorizations to the user | ||
83 | |||
84 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_2987c2d019a981a9.png]] | ||
85 | |||
86 | = Creation of the “telecom” data model = | ||
87 | |||
88 | {{warning}} | ||
89 | **If you are accessing an online version of DigDash Enterprise** made available to you, go in your browser to the** URL address provided by your administrator to connect.** | ||
90 | |||
91 | **In the page that appears, click on "Desktop Studio".** | ||
92 | |||
93 | [[image:1603274358125-419.png]] | ||
94 | |||
95 | You will need to use **the username and password provided by your administrator **in the connection interface to connect. | ||
96 | {{/warning}} | ||
97 | |||
98 | __Objective__: Import into DigDash Enterprise the Excel file “telecomen.xls” (included) which represents the data of a (fictive) telecommunication company. | ||
99 | Enhance this source and build a data model to create relevant graphics. This data model will be used by several charts. | ||
100 | |||
101 | * Click on “Chart creation (Studio)” in the application StartDigDash.exe. | ||
102 | * In the login dialog, fill in the user and password fields with jsmith and john. | ||
103 | |||
104 | {{warning}} | ||
105 | **If you access an online version of Enterprise DigDash** available to you, you have to use in the connection interface the **user name and password provided by your administrator** to log in. | ||
106 | {{/warning}} | ||
107 | |||
108 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_237452f89c3f9a44.png]] | ||
109 | |||
110 | == Step 1: Import a data source file == | ||
111 | |||
112 | {{warning}} | ||
113 | **In case you are accessing an online version of DigDash Enterprise **made available to you**, import your data sources and create your charts in your personal wallet/role.** | ||
114 | {{/warning}} | ||
115 | |||
116 | * Select the “telecom” role | ||
117 | * In the toolbar located at the top of the window, click on **Add…** then click on **Excel**. | ||
118 | |||
119 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_59ab13ec63ebe8f5.gif||alt="drawingObject54"]] | ||
120 | |||
121 | The window **Search** **remote** **files** appears: | ||
122 | |||
123 | * Click on **Select** at the top then choose the documents server “**Common** **Datasources**”. | ||
124 | * Click “**Add** **a** **file** **to** **the** **server...**”. The window **Select** **local** **file** **or** **URL** appears. | ||
125 | |||
126 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9f17b6f8c4ba1a13.png]] | ||
127 | |||
128 | * Select **Choose** **a** **local** **file** then click on **Browse** to select the file «**telecomen.xls**» which can be found in the folder **documentation\en\sample** of your installation folder. | ||
129 | |||
130 | {{warning}} | ||
131 | **If you access an online version of Enterprise DigDash **available to you,** **the **telecomen.xls **file can be** **downloaded by** __[[following this link>>attach:telecomen.xls]]__.** | ||
132 | {{/warning}} | ||
133 | |||
134 | * Click OK. | ||
135 | |||
136 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_95f36b6b58b574d3.png]] | ||
137 | |||
138 | The file is now saved on the DigDash server and accessible to all users. | ||
139 | NB : if you use the documents server “UserDocs”, you will be the only one who can access the document. | ||
140 | |||
141 | * In the window **Search** **remote** **files**, select “telecomen.xls” then click OK. | ||
142 | |||
143 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_80c5b1e0c6c60f50.png]] | ||
144 | |||
145 | The window **Load** **data** **from** **an** **Excel** **spreadsheet** appears. | ||
146 | Check the boxes: | ||
147 | |||
148 | * First row as header | ||
149 | * Disable empty columns | ||
150 | |||
151 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9ad2cdfc4f05e60f.gif||alt="drawingObject73"]] | ||
152 | |||
153 | * Click **Add** **...** to the right of **Disable** **empty** **columns**. | ||
154 | |||
155 | The window **Edit** **filter** **rule** is displayed. | ||
156 | |||
157 | * Leave the default values (**Date** in the first drop-down list and **is** **not** **empty** in the second drop-down list) | ||
158 | * Click **OK** then **Next**. | ||
159 | |||
160 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_25b0e29d60275301.png]] | ||
161 | |||
162 | == Step 2: Configure the data model == | ||
163 | |||
164 | Name your data model “telecom” | ||
165 | |||
166 | __Next objectives:__ | ||
167 | |||
168 | * Create a manual hierarchy of departments within the organization. | ||
169 | * Create an automatic hierarchy on phone hardware. | ||
170 | * Create a target on communication costs | ||
171 | * Create a calculated measure « Euro Dollar cost » which varies according to the € / $ exchange rate | ||
172 | |||
173 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_37fa3e964f81d59b.png]] | ||
174 | |||
175 | __Creating a manual hierarchy__ | ||
176 | |||
177 | * Select **Department**, click **Add** in the **hierarchies** panel and select **Manual** **grouping**. | ||
178 | |||
179 | The window **Group** **editor** appears. | ||
180 | |||
181 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_189645918247eed7.png]] | ||
182 | |||
183 | The default hierarchy name is **Group** **0**. | ||
184 | |||
185 | * Rename it to **Type** **of** **service**. | ||
186 | |||
187 | The first level called **Level** **0** contains all the column values. | ||
188 | |||
189 | * Rename it to **Function**. | ||
190 | * To create groups in this level, click **Add… **on the bottom left corner | ||
191 | |||
192 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7eec35b53ee76246.gif||alt="drawingObject92"]] | ||
193 | |||
194 | The window **Group** **name** appears. | ||
195 | |||
196 | * Type **Sales** and do the same with **Management**, **Production** and **Administration**. | ||
197 | |||
198 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_da5fa1e21cb55d2f.gif||alt="drawingObject96"]] | ||
199 | |||
200 | Assign members to groups. | ||
201 | |||
202 | Select **Administration** then check the boxes **IT**, **Legal** et **Purchasing** in the right panel. | ||
203 | |||
204 | Do the same for : | ||
205 | |||
206 | * **Management**: Finance, HR and Management | ||
207 | * **Production**: Production and R&D | ||
208 | * **Sales** : Marketing and Sales | ||
209 | |||
210 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ca53728e5089e01b.gif||alt="drawingObject100"]] | ||
211 | |||
212 | * Add a second level and name it **Activity**. | ||
213 | * Add two groups **Main** and **Support** with the following members: | ||
214 | ** **Main**: Sales, Production | ||
215 | ** **Support**: Management, Administration | ||
216 | * Click **OK** to save your hierarchy levels. | ||
217 | |||
218 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_f41c24f6e97632c5.gif||alt="drawingObject104"]] | ||
219 | |||
220 | __Objective: create an__ __automatic hierarchy__ | ||
221 | |||
222 | * Select **Phone** **Hardwar**e then click **Add** in the **Hierarchies** **panel** and select **Automatic** **grouping**. | ||
223 | |||
224 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_70750bf8631e8cc6.png]] | ||
225 | |||
226 | The window **Group** **editor** appears. | ||
227 | |||
228 | * The default group name is **Groupe** **0**, rename it to **Material** **type.** | ||
229 | |||
230 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_54cc4cd8b467a45a.png]] | ||
231 | |||
232 | The complete path is displayed in the **Complete** **path** fields. | ||
233 | |||
234 | Each hierarchical level is separated by /. | ||
235 | |||
236 | **Phone** **hardware** is the first level of the hierarchy. | ||
237 | |||
238 | * Open the drop-down list on the second level and select **Type** **of** **line**. | ||
239 | * Click **OK** to save. | ||
240 | |||
241 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_739d0bc7c2dbe8a8.png]] | ||
242 | |||
243 | __Create a new target of 21000€ on the__ __Cost measure. To reach the target__ __the cost has to decrease.__ | ||
244 | |||
245 | * Select the measure **Cost** then click on **Add…** in the **Target** panel. | ||
246 | |||
247 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_911072985369a426.png]] | ||
248 | |||
249 | * Name the target **Decreasing** **cost**. | ||
250 | * In the **Type** **of** **target** drop-down list select **Decreasing**. | ||
251 | * In the **Type** drop-down list select **Allocation** then fill in the value **21000**. | ||
252 | * Click **OK** to save your target | ||
253 | |||
254 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_5c700a26df57a35.png]] | ||
255 | |||
256 | __Creating a Euro/Dollar conversion__ __variable.__ | ||
257 | |||
258 | Click **Variables** then **Add** **a** **variable…** | ||
259 | |||
260 | In the window **Variable** fill in the following fields: | ||
261 | |||
262 | * Name: Euro Dollar | ||
263 | * Default value: 1.4 | ||
264 | * Minimum: 0.6 | ||
265 | * Maximum: 2 | ||
266 | * Increment: 0.01 | ||
267 | |||
268 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bc0b5ba3caaa86f6.png]] | ||
269 | |||
270 | __Create a calculated measure__ __which changes the Cost based__ __on the exchange rate €/$.__ | ||
271 | |||
272 | * Click **Create** **a** **calculated** **measure** **(advanced)...** | ||
273 | |||
274 | The window **Derived** **measure** appears. | ||
275 | |||
276 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_dc2cb2a81871d03b.png]] | ||
277 | |||
278 | * Name the new measure **Euro** **Dollar** **Cost**. | ||
279 | * On **Add** **measure** and double click on **Cost**. | ||
280 | * Type ***1.4/** and add the variable **Euro** **Dollar**. | ||
281 | |||
282 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7f1690198c89b230.gif||alt="drawingObject143"]] | ||
283 | |||
284 | The data model “telecom” is now ready. | ||
285 | |||
286 | * Click **Finish** then **Ignore** in the window **Add** **a** **comment** **on** **the** **modification**. | ||
287 | |||
288 | Don’t close the next window as we will use it. | ||
289 | |||
290 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_2233c39ff77ad8c5.png]] | ||
291 | |||
292 | = Chart creation: “Cost by Type of service” = | ||
293 | |||
294 | __Objective__: display a bar chart showing the **Cost** **by** **type** **of** **service.** | ||
295 | The user can navigate through the **Type** **of** **service** hierarchy. | ||
296 | |||
297 | * After saving the data model, click on **Add…**, | ||
298 | * then click on the tab **Charts** **/** **Builders** **/** **Others** **flows** then **Bar** **chart**. | ||
299 | |||
300 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_c73b27dacd30b005.png]] | ||
301 | |||
302 | * Then select the data model previously created. | ||
303 | |||
304 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ab62a05928c77395.png]] | ||
305 | |||
306 | * Drag & drop the **Cost** measure on the **stacking** **axis**. | ||
307 | * Drag & drop the **Department** dimension on the **bar** **axis**. | ||
308 | * Select the hierarchy “Type of service” and the level “Activity” | ||
309 | * Check **Add** **the** **action** **“Navigate** **hierarchies”** | ||
310 | |||
311 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6e1bf14d555b636a.png]] | ||
312 | |||
313 | * Open the interaction tab. | ||
314 | |||
315 | You can see that the action **Navigate** **on** **hierarchy** has been set. | ||
316 | |||
317 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_365264887865b602.png]] | ||
318 | |||
319 | * Click the link “Click here” to display the preview. | ||
320 | * You can also activate the **Automatic** **refreah** in the drop down box | ||
321 | |||
322 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_d31e85d94303856.png]] | ||
323 | |||
324 | * You can now click “Main” or “Support” to navigate through your data along the Department axis. | ||
325 | |||
326 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_94974502c24cc4e2.png]] | ||
327 | |||
328 | * Rename the new chart to **Communication** **cost** **by** **type** **of** **service**. | ||
329 | * Click **OK** to validate. The chart is now saved into your wallet. | ||
330 | |||
331 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6800cd07ca4e9409.png]] | ||
332 | |||
333 | = Synchronization = | ||
334 | |||
335 | When a graph appears in bold in the wallet, it means that its configuration has changed. | ||
336 | It is then necessary to update the data for the dashboard. | ||
337 | |||
338 | * Right-click the graph, and then click **Synchronize**. | ||
339 | |||
340 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_811ed7915a0b32f0.png]] | ||
341 | |||
342 | = Chart creation “Communication cost by area“ = | ||
343 | |||
344 | __Objective__ : Create a map showing the communication cost by continent. Users can navigate through the geographic axis from continents to regions level when displaying the dashboard. | ||
345 | |||
346 | This chart uses the “telecom” data model previously created. | ||
347 | |||
348 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7383c4b39298316b.png]] | ||
349 | |||
350 | == Step 1: Select an existing data model == | ||
351 | |||
352 | * Click on the **Add…** button at the top of your screen. | ||
353 | * On the tab **Charts** **/** **Builders** **/** **Others** **flows,** under the **Miscellaneous** section select **Map** **chart**. | ||
354 | * Select the data model **telecom** previously created. | ||
355 | |||
356 | The window **Visualization** **configuration** is displayed. | ||
357 | |||
358 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9b23d06caef687a0.png]] | ||
359 | |||
360 | == Step 2: Visualization configuration == | ||
361 | |||
362 | * Drag & drop the measure Cost on Measure axis. | ||
363 | * Drag & drop the dimension Area on Geography axis. | ||
364 | * In the dialog **Automatic** **selection** **of** **level**, keep the hierarchy selected and check **Add** **the** **action** **“Navigate** **hierarchies”** | ||
365 | |||
366 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_54b0a8538e7d537e.png]] | ||
367 | |||
368 | * Once you have refreshed the chart, click on “Europe” and “France” to display the cost details for this area. | ||
369 | * Name the chart **“Communication** **cost** **by** **area”** | ||
370 | * Click on **OK** to save your visualization. | ||
371 | |||
372 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4322a8de09ffd81b.png]] | ||
373 | |||
374 | = Chart creation: “Cost reduction target” = | ||
375 | |||
376 | __Objective __: your management wants to monitor the communication cost and set a target to achieve. Create a **gauge** showing that target and the actual **communication** **cost**. | ||
377 | |||
378 | This chart uses the telecom data model previously created. | ||
379 | |||
380 | |||
381 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a5ffd061c963640f.png]] | ||
382 | |||
383 | == Step 1: Select an existing data model == | ||
384 | |||
385 | * Click on the **Add…** button at the top of your screen. On the tab **Charts** **/** **Builders** **/** **Others** **flows,** under the **Performance** section select **Gauge**. | ||
386 | * Select the data model **telecom** previously created. | ||
387 | |||
388 | The window **Flow** **properties** is displayed. | ||
389 | |||
390 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_124519446acfc49b.png]] | ||
391 | |||
392 | == Step 2: Visualization configuration == | ||
393 | |||
394 | * Drag & drop the **Cost** measure in the measure panel and select the **Decreasing** **cost** target. | ||
395 | * Rename your gauge **Cost** **reduction** **target**. | ||
396 | * Click **OK** to save your visualization. | ||
397 | |||
398 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_e4689de11db2121e.png]] | ||
399 | |||
400 | = Chart creation: “Simulation Euro Dollar” = | ||
401 | |||
402 | __Objective __: show the impact of Euro/Dollar change on the **communication** **cost**. | ||
403 | |||
404 | This chart uses the “telecom” data model previously created. | ||
405 | |||
406 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4be0c8acf63bb4d6.png]] | ||
407 | |||
408 | == Step 1: select an existing data model == | ||
409 | |||
410 | Create a line chart (Lines in the Compare category). | ||
411 | |||
412 | The window **Datasource** **model** **manager** appears. Select **“telecom”** and click **OK.** | ||
413 | |||
414 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6b33d8286874fb20.png]] | ||
415 | |||
416 | == Step 2: Visualization configuration == | ||
417 | |||
418 | * Drag & drop the measures **Cost** and **Euro** **Dollar** **Cost** on the **Lines** axis. | ||
419 | * Drag & drop the **Date** dimension on the Abscissa axis. | ||
420 | * Right-click on **Date** and choose the **Month** **Year** hierarchy at the **Year** level. | ||
421 | * Check **Add** **the** **action** **“Navigate** **hierarchies”** | ||
422 | * Rename your chart **Simulation** **Euro** **Dollar** and click **OK **to save your chart. | ||
423 | |||
424 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_c02092a77e3abd20.png]] | ||
425 | |||
426 | = Data model reation "retail" = | ||
427 | |||
428 | == Step 1: import a data source == | ||
429 | |||
430 | __Objective __: Import into **DigDash** **Enterprise** the Excel file “retailen.xls” (included) which represents products sales in a fictive organization. | ||
431 | |||
432 | * In the panel at the top of the main window click the **Add…** button. | ||
433 | * Then select the **Data** **sources** tab then **Files** and **Excel.** | ||
434 | |||
435 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_965dbca7831a9294.png]] | ||
436 | |||
437 | The window **Search** **remote** **files** appears: | ||
438 | |||
439 | * Click on **Select** at the top then choose the documents server “**Common** **Datasources**”. | ||
440 | * Click “**Add** **a** **file** **to** **the** **server...**”. The window **Select** **local** **file** **or** **URL** appears. | ||
441 | |||
442 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_f07e6aff9339a256.png]] | ||
443 | |||
444 | * Select **Choose** **a** **local** **file** then click on **Browse** to select the file “retailen.xls» which can be found in the folder **documentation\en\sample** of your installation directory. | ||
445 | |||
446 | {{warning}} | ||
447 | **If you access an online version of Enterprise DigDash **available to you,** **the **retailen.xls **file can be** **downloaded by** __[[following this link>>attach:retailen.xls]]__.** | ||
448 | {{/warning}} | ||
449 | |||
450 | * Click **OK**. | ||
451 | |||
452 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6594304e0b570a60.png]] | ||
453 | |||
454 | The file is now saved on the DigDash server and accessible to all users. | ||
455 | |||
456 | NB : if you select the documents server “UserDocs », you will be the only one who can access the document. | ||
457 | |||
458 | * In the window **Search** **remote** **files**, select “retailen.xls” then click OK | ||
459 | |||
460 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a3e1c95a5a3e168a.png]] | ||
461 | |||
462 | The window **Load** **data** **from** **an** **Excel** **spreadsheet** appears. | ||
463 | |||
464 | * Check the boxes: | ||
465 | ** **First** **row** **as** **header** | ||
466 | ** **Disable** **empty** **columns** | ||
467 | |||
468 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6dae30380e33a3fd.png]] | ||
469 | |||
470 | * Click **Add...** to the right of Disable empty columns. | ||
471 | |||
472 | The window **Edit** **filter** **rule** is displayed. | ||
473 | |||
474 | * Leave the default values (**Date** in the first drop-down list and **is** **not** **empty** in the second drop-down list) | ||
475 | * Click **OK** then Next. | ||
476 | |||
477 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4860668262087daa.png]] | ||
478 | |||
479 | == Step 2: Configure the data model == | ||
480 | |||
481 | * Select « **Store** **area** » column and rename its identifier to « **Area** » (so that is can be linked to the Area column in telecom data model). | ||
482 | * Rename the data model “retail”. Click on **Finish** to save the data model. | ||
483 | |||
484 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8cd9e859031f7e08.png]] | ||
485 | |||
486 | = Chart creation: “Top 3 products” = | ||
487 | |||
488 | __Objective __: create a cross table showing the 3 best material revenue. Show the revenue trend and Margin goal as icon. | ||
489 | |||
490 | Your cross table use the “retail” data model. | ||
491 | |||
492 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4888bc61998d1cbe.png]] | ||
493 | |||
494 | * Create a **Cross** **table** **chart,** then add two columns and drop in: | ||
495 | ** **Column** **1** : Product | ||
496 | ** **Column** **2** : Sales, Target Margin and Trend | ||
497 | ** **Row** **1** : Area and remove the hierarchy (select “**None**” in dialog **Automatic** **selection** **of** **a** **level**) | ||
498 | * Right click **Target** **Margin** and select format : “**Target** **(Icon)**”. | ||
499 | * Do the same with **Trend** and the format “**Trend** **(Icon)**”. | ||
500 | |||
501 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ac526b1783e1401.png]] | ||
502 | |||
503 | * Click the star wheel in the upper right corner of "Column 1". | ||
504 | * Show the 3 best products sales and apply an ascending sort. | ||
505 | * Rename the chart “**Top** **3** **products”** and close the **Vizualisation** **Configuration**. | ||
506 | |||
507 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4860668262087daa.png]] | ||
508 | |||
509 | = Dashboard configuration = | ||
510 | |||
511 | {{warning}} | ||
512 | **If you are accessing an online version of DigDash Enterprise** made available to you, go in your browser to the** URL address provided by your administrator to connect.** | ||
513 | |||
514 | **In the page that appears, click on "Dashboards editor".** | ||
515 | |||
516 | [[image:1603276083279-958.png||height="125" width="99"]] | ||
517 | |||
518 | You will need to use **the username and password provided by your administrator **in the connection interface to connect. | ||
519 | {{/warning}} | ||
520 | |||
521 | * Go back to the application **StartDigDash.exe** and click on “**Dashboard** **editor**” under **Execute.** | ||
522 | |||
523 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8632827299ad3983.gif||alt="drawingObject312"]][[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bad3cafdae71db49.png]] | ||
524 | |||
525 | * Select the tab “**telecom**”. | ||
526 | * Right-click the sub tab also called “**telecom**” and change the Display Mode to **Columns**. | ||
527 | |||
528 | This will divide the page in two areas where elements are automatically sized and positioned. | ||
529 | |||
530 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_be3ce9c3e4565774.gif||alt="drawingObject316"]] | ||
531 | |||
532 | * From the left side panel, drag & drop the following charts: | ||
533 | ** Communication cost by type of service | ||
534 | ** Communication cost by area | ||
535 | ** Cost reduction target | ||
536 | ** Top 3 products revenue | ||
537 | |||
538 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_68e433f1378f9471.png]] | ||
539 | |||
540 | * Create a new page and name it **Simulation**. | ||
541 | * Drag & drop in your new page the chart **Simulation** **Euro** **Dollar** from your wallet. | ||
542 | * Drag & drop the **Euro** **Dollar** variable from the **Filters** **/** **Variables** tab. | ||
543 | * Do the same with **Type** **of** **line**. | ||
544 | |||
545 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b9a77919b26042b7.png]] | ||
546 | |||
547 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_86de54db62bc0462.png]] | ||
548 | |||
549 | * (% id="cke_bm_5942S" style="display:none" %) (%%)Open the **Additional** **content** in the left panel and drag & drop in your page the following elements: | ||
550 | ** Filtered elements | ||
551 | ** Legend | ||
552 | |||
553 | Click on [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b10661e6927875b2.png]] at the top right corner of your screen to save your dashboard. | ||
554 | |||
555 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b54182d2fb2b56df.png]] | ||
556 | |||
557 | = Access dashboard = | ||
558 | |||
559 | * Click on the second icon at the top right corner to access the dashboard. | ||
560 | |||
561 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bbc454a7b45e953f.png]] | ||
562 | |||
563 | On the first page, “telecom”, **Communication** **cost** **by** **area** shows the communication costs for America and Europe. | ||
564 | |||
565 | * Click on **America** to display the cost by country. | ||
566 | * Click on “**United** **States**” to display the cost by state. | ||
567 | |||
568 | Other charts on your page are filtered and display their values for the “**United** **States**” only. | ||
569 | |||
570 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4b9d8808adb6d07a.png]] | ||
571 | |||
572 | Open the page “Simulation” and move the cursor “Euro Dollar” to display the change rate effect on communication cost. | ||
573 | |||
574 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a386a285c605d805.png]] | ||
575 | |||
576 | {{warning}} | ||
577 | **If you access an online version of DigDash Enterprise **at your disposal**, you can also get to viewing the dashboard for the administration console.** | ||
578 | |||
579 | To do this, go to the URL provided by your administrator in your browser to connect. | ||
580 | |||
581 | In the page that appears, click on** "DashBoard".** | ||
582 | |||
583 | [[image:1603273647291-500.png]] | ||
584 | |||
585 | You will need to use the username and password provided by your administrator in the connection interface to connect. | ||
586 | {{/warning}} |