Wiki source code of Self Service BI
Last modified by jhurst on 2020/10/29 13:32
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51.1 | 1 | **Self Service BI** | |
2.1 | 2 | ||
51.1 | 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,... | |
2.1 | 4 | ||
51.1 | 5 | Modifying table becomes easy for everyone as it doesn't require any changes in the information wallet configuration. | |
1.1 | 6 | ||
51.1 | 7 | {{ddtoc/}} | |
1.1 | 8 | ||
51.1 | 9 | = Setting up self service BI = | |
1.1 | 10 | ||
51.1 | 11 | To use the “Self Service BI”, open the **Visualization configuration **dialog box, then click** Advanced Parameters** and **Visualization Parameters**. | |
1.1 | 12 | ||
51.1 | 13 | [[image:1592898730752-725.png]] | |
1.1 | 14 | ||
51.1 | 15 | Open the **Specific Features **tab and check the **Table editor toolbar **box: | |
1.1 | 16 | ||
51.1 | 17 | [[image:1592898766329-356.png]] | |
1.1 | 18 | ||
51.1 | 19 | = Modifying table content = | |
1.1 | 20 | ||
51.1 | 21 | When viewing the table, the chart is displayed on the right and the table editor toolbar on the left: | |
1.1 | 22 | ||
51.1 | 23 | [[image:1592899175868-854.png]] | |
4.2 | 24 | ||
51.1 | 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. | |
4.2 | 26 | ||
51.1 | 27 | Dimensions having hierarchies or drill paths are followed by … Click the dimension to display available hierarchies: | |
1.1 | 28 | ||
51.1 | 29 | [[image:1592899201393-933.png]] | |
1.1 | 30 | ||
51.1 | 31 | == Adding a column == | |
1.1 | 32 | ||
51.1 | 33 | Drag and drop the dimension or measure on the column header before which you want to insert the column. | |
1.1 | 34 | ||
51.1 | 35 | If you want to add a hierarchy level of a dimension, click the dimension to select the appropriate level. | |
1.1 | 36 | ||
37 | (% class="box infomessage" %) | ||
38 | ((( | ||
51.1 | 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). | |
1.1 | 40 | ))) | |
41 | |||
51.1 | 42 | You can also add a column using right click : | |
1.1 | 43 | ||
51.1 | 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 | |
1.1 | 45 | ||
51.1 | 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). | |
1.1 | 47 | ||
51.1 | 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). | |
1.1 | 49 | ||
51.1 | 50 | [[image:1592899244710-860.png]] | |
1.1 | 51 | ||
51.1 | 52 | To add a dimension on the selected axis, select **Add dimension To axis**. | |
1.1 | 53 | ||
51.1 | 54 | If you want to replace an axis, select **Replace Axis **then select the dimension. | |
1.1 | 55 | ||
51.1 | 56 | == Adding a formula: == | |
1.1 | 57 | ||
51.1 | 58 | To add a formula, drag and drop “Formula...” at the end of the measures list. | |
1.1 | 59 | ||
51.1 | 60 | A dialog box shows up. Enter the name and the formula: | |
1.1 | 61 | ||
51.1 | 62 | [[image:1592899268890-197.png]] | |
1.1 | 63 | ||
51.1 | 64 | You can select measures from the **Available Measures... **drop-down list. | |
1.1 | 65 | ||
51.1 | 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. | |
1.1 | 67 | ||
68 | |||
51.1 | 69 | == Adding a transformer == | |
32.2 | 70 | ||
51.1 | 71 | Transformers can be added on measures to display values for the previous year, previous month, previous week or the previous day. | |
1.1 | 72 | ||
51.1 | 73 | To add a transformer, click **Options... **under Formula, then drag and drop the transformer on the appropriate measure. | |
1.1 | 74 | ||
51.1 | 75 | [[image:1592899287319-338.png]] | |
1.1 | 76 | ||
51.1 | 77 | Enter the measure name and click **OK**. The measure is added to the right of the transformed measure. | |
1.1 | 78 | ||
79 | |||
51.1 | 80 | == Removing a column == | |
1.1 | 81 | ||
82 | |||
51.1 | 83 | Drag and drop the column header on the table toolbar. | |
1.1 | 84 | ||
51.1 | 85 | You can also right click the column header and select **Remove Axis **or **Remove Measure**. | |
1.1 | 86 | ||
51.1 | 87 | In case several dimensions are on the same axis, you can remove on of these dimensions by selecting **Remove Dimension**. | |
1.1 | 88 | ||
51.1 | 89 | == Modifying axes properties == | |
1.1 | 90 | ||
51.1 | 91 | === Adding or removing a total === | |
1.1 | 92 | ||
51.1 | 93 | Right click the column header then select **Add Overall (begin) **or **Add Overall (end)**. | |
1.1 | 94 | ||
51.1 | 95 | [[image:1592899309394-466.png]] | |
1.1 | 96 | ||
51.1 | 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: | |
1.1 | 98 | ||
51.1 | 99 | [[image:1592899337175-135.png]] | |
1.1 | 100 | ||
51.1 | 101 | To remove a total, right click the dimension and select **Remove Total**. | |
1.1 | 102 | ||
51.1 | 103 | === Adding or removing a Top/Bottom === | |
1.1 | 104 | ||
51.1 | 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. | |
1.1 | 106 | ||
51.1 | 107 | To remove a Top/bottom select **Remove Top/Bottom/Range**. | |
1.1 | 108 | ||
51.1 | 109 | [[image:1592899358826-608.png]] | |
1.1 | 110 | ||
111 | |||
51.1 | 112 | === Selecting a range of values === | |
1.1 | 113 | ||
51.1 | 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. | |
1.1 | 115 | ||
51.1 | 116 | [[image:1592899375491-234.png]] | |
1.1 | 117 | ||
51.1 | 118 | Select the measure to use then the range of values. | |
1.1 | 119 | ||
51.1 | 120 | [[image:1592899389308-676.png]] | |
1.1 | 121 | ||
51.1 | 122 | Click **OK **to display the resulting table: | |
1.1 | 123 | ||
51.1 | 124 | [[image:1592899405613-167.png]] | |
1.1 | 125 | ||
51.1 | 126 | To remove a range of values, select **Remove Top/Bottom/Range**. | |
46.2 | 127 | ||
51.1 | 128 | === Adding or removing a sort === | |
1.1 | 129 | ||
51.1 | 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. | |
1.1 | 131 | ||
51.1 | 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. | |
1.1 | 133 | ||
51.1 | 134 | [[image:1592899428011-481.png]] | |
1.1 | 135 | ||
51.1 | 136 | To remove a sort, right click the column header and select **Remove Sort**. | |
1.1 | 137 | ||
51.1 | 138 | === Modifying measure aggregation === | |
1.1 | 139 | ||
51.1 | 140 | Right click the measure header then select **Change aggregation **and choose one of the available functions: Sum, Average, Min, Max or Running Sum. | |
1.1 | 141 | ||
51.1 | 142 | [[image:1592899446200-960.png]] | |
1.1 | 143 | ||
51.1 | 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. | |
1.1 | 145 | ||
51.1 | 146 | [[image:1592899463693-472.png]] | |
1.1 | 147 | ||
51.1 | 148 | === Modifying column format === | |
1.1 | 149 | ||
51.1 | 150 | Right click the measure or continuous dimension header (date dimension for example), then select **Change format **and select the desired format. | |
1.1 | 151 | ||
51.1 | 152 | = Modifying table styles = | |
1.1 | 153 | ||
51.1 | 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. | |
1.1 | 155 | ||
51.1 | 156 | (% class="box infomessage" %) | |
157 | ((( | ||
158 | //Note//: click **Edit styles **again to switch back the the table edition. | ||
159 | ))) | ||
38.2 | 160 | ||
51.1 | 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. | ||
1.1 | 166 | ||
51.1 | 167 | [[image:1592899501256-405.png]] | |
1.1 | 168 | ||
32.2 | 169 | ||
51.1 | 170 | = Save a table = | |
1.1 | 171 | ||
51.1 | 172 | == Save a view == | |
1.1 | 173 | ||
51.1 | 174 | To save the current view of your table, click **Views... **then **Save Current View**. Enter the view name, then click **OK**. | |
1.1 | 175 | ||
51.1 | 176 | The view is saved in the flow. To display a view, click on its name. | |
1.1 | 177 | ||
51.1 | 178 | To remove a view, click the red cross besides the view name. | |
1.1 | 179 | ||
51.1 | 180 | [[image:1592899538498-753.png]] | |
1.1 | 181 | ||
51.1 | 182 | == Export a table == | |
1.1 | 183 | ||
51.1 | 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). | |
32.2 | 185 | ||
51.1 | 186 | == Reset the view == | |
1.1 | 187 | ||
51.1 | 188 | To display the initial table again, click **Views... **then **Reset the view** | |
1.1 | 189 | ||
51.1 | 190 | [[image:1592899557717-289.png]] | |
1.1 | 191 | ||
192 | |||
51.1 | 193 |