Wiki source code of Tutoriel Produit
Last modified by jhurst on 2020/10/29 13:32
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6.1 | 1 | Table of contents: | |
1.1 | 2 | ||
6.1 | 3 | {{toc/}} | |
4 | |||
1.1 | 5 | ---- | |
6 | |||
7 | = Installation = | ||
8 | |||
9 | {{warning}} | ||
6.1 | 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!** | ||
1.1 | 12 | {{/warning}} | |
13 | |||
6.1 | 14 | __Files extraction__: | |
1.1 | 15 | ||
6.1 | 16 | * Extract the content of digdash_enterprise_<numversion>_64.zip into the folder of your choice. | |
1.1 | 17 | ||
6.1 | 18 | You can use the freeware [[__7zip__.>>url:http://www.spiroo.be/7zip/]] | |
1.1 | 19 | ||
6.1 | 20 | DigDash Enterprise is now installed on your computer. | |
1.1 | 21 | ||
22 | |||
6.1 | 23 | Please note that DigDash Enterprise is usually installed on a distant server which allows to share contents between users. | |
24 | |||
25 | |||
26 | = Start-up = | ||
27 | |||
1.1 | 28 | {{warning}} | |
6.1 | 29 | **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. | |
30 | **Go directly to the step [[Creating the "Telecom" data model>>doc:||anchor="HCreationofthe201Ctelecom201Ddatamodel"]] to get started without further delay!** | ||
1.1 | 31 | {{/warning}} | |
32 | |||
6.1 | 33 | * Open your installation directory, then double-click on the file **StartDigDash.exe**. | |
34 | * Click on “Start”. | ||
2.1 | 35 | ||
6.1 | 36 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8c31c44dcf106d5c.png]] | |
2.1 | 37 | ||
6.1 | 38 | 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 | |
1.1 | 39 | ||
6.1 | 40 | * When the DigDash Enterprise server is ready, click on “Execute”. | |
1.1 | 41 | ||
6.1 | 42 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_30f9dba3c70a655.png]] | |
1.1 | 43 | ||
6.1 | 44 | A menu appears with shortcuts to: | |
1.1 | 45 | ||
6.1 | 46 | * **Studio**: a dedicated tool to create charts | |
47 | * **Dashboard** **editor**: a web interface to create pages with your charts | ||
48 | * **Administration**: the home page to all administration pages | ||
1.1 | 49 | ||
50 | = Administration = | ||
51 | |||
52 | {{warning}} | ||
6.1 | 53 | **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. | |
54 | **Go directly to the step [[Creating the "Telecom" data model>>doc:||anchor="HCreationofthe201Ctelecom201Ddatamodel"]] to get started without further delay!** | ||
1.1 | 55 | {{/warning}} | |
56 | |||
6.1 | 57 | * Click “**Administration**” in the StartDigDash.exe application. | |
1.1 | 58 | ||
6.1 | 59 | Your browser opens and displays DigDash Enterprise welcome page. | |
1.1 | 60 | ||
6.1 | 61 | * Click **Configuration** then **license** **management**. | |
62 | * In the connection dialog box, enter **admin/admin** Enter the license key then click **Test**. | ||
1.1 | 63 | ||
6.1 | 64 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a26aab61b83104bf.gif||alt="drawingObject26"]] | |
1.1 | 65 | ||
6.1 | 66 | * Accept the general terms and conditions of use and maintenance then click **Apply**. | |
1.1 | 67 | ||
6.1 | 68 | If you need to change the lang of the administration interface, do the following: | |
1.1 | 69 | ||
6.1 | 70 | * Go back to the configuration page then click **User** **management**. | |
71 | * 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. | ||
1.1 | 72 | ||
6.1 | 73 | We will now create the user John Smith. | |
1.1 | 74 | ||
6.1 | 75 | In the **User** **management** page again, click **New** **user** Fill up the following fields: | |
1.1 | 76 | ||
6.1 | 77 | * LDAP login (uid) : jsmith | |
78 | * Common Name (cn) : jsmith - Password: john | ||
79 | * Display Name : John Smith - Language : English | ||
80 | * Add telecom role to the user | ||
81 | * Assign all authorizations to the user | ||
1.1 | 82 | ||
6.1 | 83 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_2987c2d019a981a9.png]] | |
1.1 | 84 | ||
6.1 | 85 | = Creation of the “telecom” data model = | |
1.1 | 86 | ||
6.1 | 87 | __Objective__: Import into DigDash Enterprise the Excel file “telecomen.xls” (included) which represents the data of a (fictive) telecommunication company. | |
88 | Enhance this source and build a data model to create relevant graphics. This data model will be used by several charts. | ||
1.1 | 89 | ||
6.1 | 90 | * Click on “Chart creation (Studio)” in the application StartDigDash.exe. | |
91 | * In the login dialog, fill in the user and password fields with jsmith and john. | ||
92 | |||
1.1 | 93 | {{warning}} | |
6.1 | 94 | **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. | |
1.1 | 95 | {{/warning}} | |
96 | |||
6.1 | 97 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_237452f89c3f9a44.png]] | |
1.1 | 98 | ||
6.1 | 99 | == Step 1: Import a data source file == | |
1.1 | 100 | ||
6.1 | 101 | ||
102 | |||
1.1 | 103 | {{warning}} | |
6.1 | 104 | **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.** | |
1.1 | 105 | {{/warning}} | |
106 | |||
6.1 | 107 | * Select the “telecom” role | |
108 | * In the toolbar located at the top of the window, click on **Add…** then click on **Excel**. | ||
1.1 | 109 | ||
6.1 | 110 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_59ab13ec63ebe8f5.gif||alt="drawingObject54"]] | |
1.1 | 111 | ||
6.1 | 112 | The window **Search** **remote** **files** appears: | |
1.1 | 113 | ||
6.1 | 114 | * Click on **Select** at the top then choose the documents server “**Common** **Datasources**”. | |
115 | * Click “**Add** **a** **file** **to** **the** **server...**”. The window **Select** **local** **file** **or** **URL** appears. | ||
1.1 | 116 | ||
6.1 | 117 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9f17b6f8c4ba1a13.png]] | |
118 | |||
119 | * 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. | ||
120 | |||
1.1 | 121 | {{warning}} | |
6.1 | 122 | **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]]__.** | |
1.1 | 123 | {{/warning}} | |
124 | |||
6.1 | 125 | * Click OK. | |
1.1 | 126 | ||
6.1 | 127 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_95f36b6b58b574d3.png]] | |
1.1 | 128 | ||
6.1 | 129 | The file is now saved on the DigDash server and accessible to all users. | |
130 | NB : if you use the documents server “UserDocs”, you will be the only one who can access the document. | ||
1.1 | 131 | ||
6.1 | 132 | * In the window **Search** **remote** **files**, select “telecomen.xls” then click OK. | |
1.1 | 133 | ||
6.1 | 134 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_80c5b1e0c6c60f50.png]] | |
1.1 | 135 | ||
6.1 | 136 | The window **Load** **data** **from** **an** **Excel** **spreadsheet** appears. | |
137 | Check the boxes: | ||
1.1 | 138 | ||
6.1 | 139 | * First row as header | |
140 | * Disable empty columns | ||
1.1 | 141 | ||
6.1 | 142 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9ad2cdfc4f05e60f.gif||alt="drawingObject73"]] | |
1.1 | 143 | ||
6.1 | 144 | * Click **Add** **...** to the right of **Disable** **empty** **columns**. | |
1.1 | 145 | ||
6.1 | 146 | The window **Edit** **filter** **rule** is displayed. | |
1.1 | 147 | ||
6.1 | 148 | * Leave the default values (**Date** in the first drop-down list and **is** **not** **empty** in the second drop-down list) | |
149 | * Click **OK** then **Next**. | ||
1.1 | 150 | ||
6.1 | 151 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_25b0e29d60275301.png]] | |
1.1 | 152 | ||
6.1 | 153 | == Step 2: Configure the data model == | |
1.1 | 154 | ||
6.1 | 155 | Name your data model “telecom” | |
1.1 | 156 | ||
6.1 | 157 | __Next objectives:__ | |
1.1 | 158 | ||
6.1 | 159 | * Create a manual hierarchy of departments within the organization. | |
160 | * Create an automatic hierarchy on phone hardware. | ||
161 | * Create a target on communication costs | ||
162 | * Create a calculated measure « Euro Dollar cost » which varies according to the € / $ exchange rate | ||
1.1 | 163 | ||
6.1 | 164 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_37fa3e964f81d59b.png]] | |
1.1 | 165 | ||
6.1 | 166 | __Creating a manual hierarchy__ | |
1.1 | 167 | ||
6.1 | 168 | * Select **Department**, click **Add** in the **hierarchies** panel and select **Manual** **grouping**. | |
1.1 | 169 | ||
6.1 | 170 | The window **Group** **editor** appears. | |
1.1 | 171 | ||
6.1 | 172 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_189645918247eed7.png]] | |
1.1 | 173 | ||
6.1 | 174 | The default hierarchy name is **Group** **0**. | |
1.1 | 175 | ||
6.1 | 176 | * Rename it to **Type** **of** **service**. | |
1.1 | 177 | ||
6.1 | 178 | The first level called **Level** **0** contains all the column values. | |
1.1 | 179 | ||
6.1 | 180 | * Rename it to **Function**. | |
181 | * To create groups in this level, click **Add… **on the bottom left corner | ||
1.1 | 182 | ||
6.1 | 183 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7eec35b53ee76246.gif||alt="drawingObject92"]] | |
1.1 | 184 | ||
6.1 | 185 | The window **Group** **name** appears. | |
1.1 | 186 | ||
6.1 | 187 | * Type **Sales** and do the same with **Management**, **Production** and **Administration**. | |
1.1 | 188 | ||
6.1 | 189 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_da5fa1e21cb55d2f.gif||alt="drawingObject96"]] | |
1.1 | 190 | ||
6.1 | 191 | Assign members to groups. | |
1.1 | 192 | ||
6.1 | 193 | Select **Administration** then check the boxes **IT**, **Legal** et **Purchasing** in the right panel. | |
1.1 | 194 | ||
6.1 | 195 | Do the same for : | |
1.1 | 196 | ||
6.1 | 197 | * **Management**: Finance, HR and Management | |
198 | * **Production**: Production and R&D | ||
199 | * **Sales** : Marketing and Sales | ||
1.1 | 200 | ||
6.1 | 201 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ca53728e5089e01b.gif||alt="drawingObject100"]] | |
1.1 | 202 | ||
6.1 | 203 | * Add a second level and name it **Activity**. | |
204 | * Add two groups **Main** and **Support** with the following members: | ||
205 | ** **Main**: Sales, Production | ||
206 | ** **Support**: Management, Administration | ||
207 | * Click **OK** to save your hierarchy levels. | ||
1.1 | 208 | ||
6.1 | 209 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_f41c24f6e97632c5.gif||alt="drawingObject104"]] | |
1.1 | 210 | ||
6.1 | 211 | __Objective: create an__ __automatic hierarchy__ | |
1.1 | 212 | ||
6.1 | 213 | * Select **Phone** **Hardwar**e then click **Add** in the **Hierarchies** **panel** and select **Automatic** **grouping**. | |
1.1 | 214 | ||
6.1 | 215 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_70750bf8631e8cc6.png]] | |
1.1 | 216 | ||
6.1 | 217 | The window **Group** **editor** appears. | |
1.1 | 218 | ||
6.1 | 219 | * The default group name is **Groupe** **0**, rename it to **Material** **type.** | |
1.1 | 220 | ||
6.1 | 221 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_54cc4cd8b467a45a.png]] | |
1.1 | 222 | ||
6.1 | 223 | The complete path is displayed in the **Complete** **path** fields. | |
1.1 | 224 | ||
6.1 | 225 | Each hierarchical level is separated by /. | |
1.1 | 226 | ||
6.1 | 227 | **Phone** **hardware** is the first level of the hierarchy. | |
1.1 | 228 | ||
6.1 | 229 | * Open the drop-down list on the second level and select **Type** **of** **line**. | |
230 | * Click **OK** to save. | ||
1.1 | 231 | ||
6.1 | 232 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_739d0bc7c2dbe8a8.png]] | |
1.1 | 233 | ||
6.1 | 234 | __Create a new target of 21000€ on the__ __Cost measure. To reach the target__ __the cost has to decrease.__ | |
1.1 | 235 | ||
6.1 | 236 | * Select the measure **Cost** then click on **Add…** in the **Target** panel. | |
1.1 | 237 | ||
6.1 | 238 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_911072985369a426.png]] | |
1.1 | 239 | ||
6.1 | 240 | * Name the target **Decreasing** **cost**. | |
241 | * In the **Type** **of** **target** drop-down list select **Decreasing**. | ||
242 | * In the **Type** drop-down list select **Allocation** then fill in the value **21000**. | ||
243 | * Click **OK** to save your target | ||
1.1 | 244 | ||
6.1 | 245 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_5c700a26df57a35.png]] | |
1.1 | 246 | ||
6.1 | 247 | __Creating a Euro/Dollar conversion__ __variable.__ | |
1.1 | 248 | ||
6.1 | 249 | Click **Variables** then **Add** **a** **variable…** | |
1.1 | 250 | ||
6.1 | 251 | In the window **Variable** fill in the following fields: | |
1.1 | 252 | ||
6.1 | 253 | * Name: Euro Dollar | |
254 | * Default value: 1.4 | ||
255 | * Minimum: 0.6 | ||
256 | * Maximum: 2 | ||
257 | * Increment: 0.01 | ||
1.1 | 258 | ||
6.1 | 259 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bc0b5ba3caaa86f6.png]] | |
1.1 | 260 | ||
6.1 | 261 | __Create a calculated measure__ __which changes the Cost based__ __on the exchange rate €/$.__ | |
1.1 | 262 | ||
6.1 | 263 | * Click **Create** **a** **calculated** **measure** **(advanced)...** | |
1.1 | 264 | ||
6.1 | 265 | The window **Derived** **measure** appears. | |
1.1 | 266 | ||
6.1 | 267 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_dc2cb2a81871d03b.png]] | |
1.1 | 268 | ||
6.1 | 269 | * Name the new measure **Euro** **Dollar** **Cost**. | |
270 | * On **Add** **measure** and double click on **Cost**. | ||
271 | * Type ***1.4/** and add the variable **Euro** **Dollar**. | ||
1.1 | 272 | ||
6.1 | 273 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7f1690198c89b230.gif||alt="drawingObject143"]] | |
1.1 | 274 | ||
6.1 | 275 | The data model “telecom” is now ready. | |
1.1 | 276 | ||
6.1 | 277 | * Click **Finish** then **Ignore** in the window **Add** **a** **comment** **on** **the** **modification**. | |
1.1 | 278 | ||
6.1 | 279 | Don’t close the next window as we will use it. | |
1.1 | 280 | ||
6.1 | 281 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_2233c39ff77ad8c5.png]] | |
1.1 | 282 | ||
6.1 | 283 | = Chart creation: “Cost by Type of service” = | |
1.1 | 284 | ||
6.1 | 285 | __Objective__: display a bar chart showing the **Cost** **by** **type** **of** **service.** | |
286 | The user can navigate through the **Type** **of** **service** hierarchy. | ||
1.1 | 287 | ||
6.1 | 288 | * After saving the data model, click on **Add…**, | |
289 | * then click on the tab **Charts** **/** **Builders** **/** **Others** **flows** then **Bar** **chart**. | ||
1.1 | 290 | ||
6.1 | 291 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_c73b27dacd30b005.png]] | |
1.1 | 292 | ||
6.1 | 293 | * Then select the data model previously created. | |
1.1 | 294 | ||
6.1 | 295 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ab62a05928c77395.png]] | |
1.1 | 296 | ||
6.1 | 297 | * Drag & drop the **Cost** measure on the **stacking** **axis**. | |
298 | * Drag & drop the **Department** dimension on the **bar** **axis**. | ||
299 | * Select the hierarchy “Type of service” and the level “Activity” | ||
300 | * Check **Add** **the** **action** **“Navigate** **hierarchies”** | ||
1.1 | 301 | ||
6.1 | 302 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6e1bf14d555b636a.png]] | |
1.1 | 303 | ||
6.1 | 304 | * Open the interaction tab. | |
1.1 | 305 | ||
6.1 | 306 | You can see that the action **Navigate** **on** **hierarchy** has been set. | |
1.1 | 307 | ||
6.1 | 308 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_365264887865b602.png]] | |
1.1 | 309 | ||
6.1 | 310 | * Click the link “Click here” to display the preview. | |
311 | * You can also activate the **Automatic** **refreah** in the drop down box | ||
1.1 | 312 | ||
6.1 | 313 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_d31e85d94303856.png]] | |
1.1 | 314 | ||
6.1 | 315 | * You can now click “Main” or “Support” to navigate through your data along the Department axis. | |
1.1 | 316 | ||
6.1 | 317 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_94974502c24cc4e2.png]] | |
1.1 | 318 | ||
6.1 | 319 | * Rename the new chart to **Communication** **cost** **by** **type** **of** **service**. | |
320 | * Click **OK** to validate. The chart is now saved into your wallet. | ||
1.1 | 321 | ||
6.1 | 322 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6800cd07ca4e9409.png]] | |
1.1 | 323 | ||
6.1 | 324 | = Synchronization = | |
1.1 | 325 | ||
6.1 | 326 | When a graph appears in bold in the wallet, it means that its configuration has changed. | |
327 | It is then necessary to update the data for the dashboard. | ||
1.1 | 328 | ||
6.1 | 329 | * Right-click the graph, and then click **Synchronize**. | |
1.1 | 330 | ||
6.1 | 331 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_811ed7915a0b32f0.png]] | |
1.1 | 332 | ||
6.1 | 333 | = Chart creation “Communication cost by area“ = | |
1.1 | 334 | ||
6.1 | 335 | __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. | |
1.1 | 336 | ||
6.1 | 337 | This chart uses the “telecom” data model previously created. | |
1.1 | 338 | ||
6.1 | 339 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7383c4b39298316b.png]] | |
1.1 | 340 | ||
6.1 | 341 | == Step 1: Select an existing data model == | |
1.1 | 342 | ||
6.1 | 343 | * Click on the **Add…** button at the top of your screen. | |
344 | * On the tab **Charts** **/** **Builders** **/** **Others** **flows,** under the **Miscellaneous** section select **Map** **chart**. | ||
345 | * Select the data model **telecom** previously created. | ||
1.1 | 346 | ||
6.1 | 347 | The window **Visualization** **configuration** is displayed. | |
1.1 | 348 | ||
6.1 | 349 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9b23d06caef687a0.png]] | |
1.1 | 350 | ||
6.1 | 351 | == Step 2: Visualization configuration == | |
1.1 | 352 | ||
6.1 | 353 | * Drag & drop the measure Cost on Measure axis. | |
354 | * Drag & drop the dimension Area on Geography axis. | ||
355 | * In the dialog **Automatic** **selection** **of** **level**, keep the hierarchy selected and check **Add** **the** **action** **“Navigate** **hierarchies”** | ||
1.1 | 356 | ||
6.1 | 357 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_54b0a8538e7d537e.png]] | |
1.1 | 358 | ||
6.1 | 359 | * Once you have refreshed the chart, click on “Europe” and “France” to display the cost details for this area. | |
360 | * Name the chart **“Communication** **cost** **by** **area”** | ||
361 | * Click on **OK** to save your visualization. | ||
1.1 | 362 | ||
6.1 | 363 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4322a8de09ffd81b.png]] | |
1.1 | 364 | ||
6.1 | 365 | = Chart creation: “Cost reduction target” = | |
1.1 | 366 | ||
6.1 | 367 | __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**. | |
1.1 | 368 | ||
6.1 | 369 | This chart uses the telecom data model previously created. | |
370 | |||
1.1 | 371 | ||
6.1 | 372 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a5ffd061c963640f.png]] | |
1.1 | 373 | ||
6.1 | 374 | == Step 1: Select an existing data model == | |
1.1 | 375 | ||
6.1 | 376 | * Click on the **Add…** button at the top of your screen. On the tab **Charts** **/** **Builders** **/** **Others** **flows,** under the **Performance** section select **Gauge**. | |
377 | * Select the data model **telecom** previously created. | ||
1.1 | 378 | ||
6.1 | 379 | The window **Flow** **properties** is displayed. | |
1.1 | 380 | ||
6.1 | 381 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_124519446acfc49b.png]] | |
1.1 | 382 | ||
6.1 | 383 | == Step 2: Visualization configuration == | |
1.1 | 384 | ||
6.1 | 385 | * Drag & drop the **Cost** measure in the measure panel and select the **Decreasing** **cost** target. | |
386 | * Rename your gauge **Cost** **reduction** **target**. | ||
387 | * Click **OK** to save your visualization. | ||
1.1 | 388 | ||
6.1 | 389 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_e4689de11db2121e.png]] | |
1.1 | 390 | ||
6.1 | 391 | = Chart creation: “Simulation Euro Dollar” = | |
1.1 | 392 | ||
6.1 | 393 | __Objective __: show the impact of Euro/Dollar change on the **communication** **cost**. | |
1.1 | 394 | ||
6.1 | 395 | This chart uses the “telecom” data model previously created. | |
1.1 | 396 | ||
6.1 | 397 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4be0c8acf63bb4d6.png]] | |
1.1 | 398 | ||
6.1 | 399 | == Step 1: select an existing data model == | |
1.1 | 400 | ||
6.1 | 401 | Create a line chart (Lines in the Compare category). | |
1.1 | 402 | ||
6.1 | 403 | The window **Datasource** **model** **manager** appears. Select **“telecom”** and click **OK.** | |
1.1 | 404 | ||
6.1 | 405 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6b33d8286874fb20.png]] | |
1.1 | 406 | ||
6.1 | 407 | == Step 2: Visualization configuration == | |
1.1 | 408 | ||
6.1 | 409 | * Drag & drop the measures **Cost** and **Euro** **Dollar** **Cost** on the **Lines** axis. | |
410 | * Drag & drop the **Date** dimension on the Abscissa axis. | ||
411 | * Right-click on **Date** and choose the **Month** **Year** hierarchy at the **Year** level. | ||
412 | * Check **Add** **the** **action** **“Navigate** **hierarchies”** | ||
413 | * Rename your chart **Simulation** **Euro** **Dollar** and click **OK **to save your chart. | ||
414 | |||
415 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_c02092a77e3abd20.png]] | ||
416 | |||
417 | = Data model reation "retail" = | ||
418 | |||
419 | == Step 1: import a data source == | ||
420 | |||
421 | __Objective __: Import into **DigDash** **Enterprise** the Excel file “retailen.xls” (included) which represents products sales in a fictive organization. | ||
422 | |||
423 | * In the panel at the top of the main window click the **Add…** button. | ||
424 | * Then select the **Data** **sources** tab then **Files** and **Excel.** | ||
425 | |||
426 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_965dbca7831a9294.png]] | ||
427 | |||
428 | The window **Search** **remote** **files** appears: | ||
429 | |||
430 | * Click on **Select** at the top then choose the documents server “**Common** **Datasources**”. | ||
431 | * Click “**Add** **a** **file** **to** **the** **server...**”. The window **Select** **local** **file** **or** **URL** appears. | ||
432 | |||
433 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_f07e6aff9339a256.png]] | ||
434 | |||
435 | * 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. | ||
436 | |||
1.1 | 437 | {{warning}} | |
6.1 | 438 | **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]]__.** | |
1.1 | 439 | {{/warning}} | |
440 | |||
6.1 | 441 | * Click **OK**. | |
1.1 | 442 | ||
6.1 | 443 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6594304e0b570a60.png]] | |
1.1 | 444 | ||
6.1 | 445 | The file is now saved on the DigDash server and accessible to all users. | |
1.1 | 446 | ||
6.1 | 447 | NB : if you select the documents server “UserDocs », you will be the only one who can access the document. | |
1.1 | 448 | ||
6.1 | 449 | * In the window **Search** **remote** **files**, select “retailen.xls” then click OK | |
1.1 | 450 | ||
6.1 | 451 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a3e1c95a5a3e168a.png]] | |
1.1 | 452 | ||
6.1 | 453 | The window **Load** **data** **from** **an** **Excel** **spreadsheet** appears. | |
1.1 | 454 | ||
6.1 | 455 | * Check the boxes: | |
456 | ** **First** **row** **as** **header** | ||
457 | ** **Disable** **empty** **columns** | ||
1.1 | 458 | ||
6.1 | 459 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6dae30380e33a3fd.png]] | |
1.1 | 460 | ||
6.1 | 461 | * Click **Add...** to the right of Disable empty columns. | |
1.1 | 462 | ||
6.1 | 463 | The window **Edit** **filter** **rule** is displayed. | |
1.1 | 464 | ||
6.1 | 465 | * Leave the default values (**Date** in the first drop-down list and **is** **not** **empty** in the second drop-down list) | |
466 | * Click **OK** then Next. | ||
1.1 | 467 | ||
6.1 | 468 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4860668262087daa.png]] | |
1.1 | 469 | ||
6.1 | 470 | == Step 2: Configure the data model == | |
1.1 | 471 | ||
6.1 | 472 | * Select « **Store** **area** » column and rename its identifier to « **Area** » (so that is can be linked to the Area column in telecom data model). | |
473 | * Rename the data model “retail”. Click on **Finish** to save the data model. | ||
1.1 | 474 | ||
6.1 | 475 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8cd9e859031f7e08.png]] | |
1.1 | 476 | ||
6.1 | 477 | = Chart creation: “Top 3 products” = | |
1.1 | 478 | ||
6.1 | 479 | __Objective __: create a cross table showing the 3 best material revenue. Show the revenue trend and Margin goal as icon. | |
1.1 | 480 | ||
6.1 | 481 | Your cross table use the “retail” data model. | |
1.1 | 482 | ||
6.1 | 483 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4888bc61998d1cbe.png]] | |
1.1 | 484 | ||
6.1 | 485 | * Create a **Cross** **table** **chart,** then add two columns and drop in: | |
486 | ** **Column** **1** : Product | ||
487 | ** **Column** **2** : Sales, Target Margin and Trend | ||
488 | ** **Row** **1** : Area and remove the hierarchy (select “**None**” in dialog **Automatic** **selection** **of** **a** **level**) | ||
489 | * Right click **Target** **Margin** and select format : “**Target** **(Icon)**”. | ||
490 | * Do the same with **Trend** and the format “**Trend** **(Icon)**”. | ||
1.1 | 491 | ||
6.1 | 492 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ac526b1783e1401.png]] | |
1.1 | 493 | ||
6.1 | 494 | * Click the star wheel in the upper right corner of "Column 1". | |
495 | * Show the 3 best products sales and apply an ascending sort. | ||
496 | * Rename the chart “**Top** **3** **products”** and close the **Vizualisation** **Configuration**. | ||
1.1 | 497 | ||
6.1 | 498 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4860668262087daa.png]] | |
1.1 | 499 | ||
6.1 | 500 | = Dashboard configuration = | |
1.1 | 501 | ||
6.1 | 502 | * Go back to the application **StartDigDash.exe** and click on “**Dashboard** **editor**” under **Execute.** | |
1.1 | 503 | ||
6.1 | 504 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8632827299ad3983.gif||alt="drawingObject312"]][[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bad3cafdae71db49.png]] | |
1.1 | 505 | ||
6.1 | 506 | * Select the tab “**telecom**”. | |
507 | * Right-click the sub tab also called “**telecom**” and change the Display Mode to **Columns**. | ||
1.1 | 508 | ||
6.1 | 509 | This will divide the page in two areas where elements are automatically sized and positioned. | |
1.1 | 510 | ||
6.1 | 511 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_be3ce9c3e4565774.gif||alt="drawingObject316"]] | |
1.1 | 512 | ||
6.1 | 513 | * From the left side panel, drag & drop the following charts: | |
514 | ** Communication cost by type of service | ||
515 | ** Communication cost by area | ||
516 | ** Cost reduction target | ||
517 | ** Top 3 products revenue | ||
1.1 | 518 | ||
6.1 | 519 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_68e433f1378f9471.png]] | |
1.1 | 520 | ||
6.1 | 521 | * Create a new page and name it **Simulation**. | |
522 | * Drag & drop in your new page the chart **Simulation** **Euro** **Dollar** from your wallet. | ||
523 | * Drag & drop the **Euro** **Dollar** variable from the **Filters** **/** **Variables** tab. | ||
524 | * Do the same with **Type** **of** **line**. | ||
1.1 | 525 | ||
6.1 | 526 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b9a77919b26042b7.png]] | |
1.1 | 527 | ||
6.1 | 528 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_86de54db62bc0462.png]] | |
1.1 | 529 | ||
6.1 | 530 | * (% id="cke_bm_5942S" style="display:none" %) (%%)Open the **Additional** **content** in the left panel and drag & drop in your page the following elements: | |
531 | ** Filtered elements | ||
532 | ** Legend | ||
1.1 | 533 | ||
6.1 | 534 | 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. | |
1.1 | 535 | ||
6.1 | 536 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b54182d2fb2b56df.png]] | |
1.1 | 537 | ||
6.1 | 538 | = Access dashboard = | |
1.1 | 539 | ||
6.1 | 540 | * Click on the second icon at the top right corner to access the dashboard. | |
541 | |||
542 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bbc454a7b45e953f.png]] | ||
543 | |||
544 | On the first page, “telecom”, **Communication** **cost** **by** **area** shows the communication costs for America and Europe. | ||
545 | |||
546 | * Click on **America** to display the cost by country. | ||
547 | * Click on “**United** **States**” to display the cost by state. | ||
548 | |||
549 | Other charts on your page are filtered and display their values for the “**United** **States**” only. | ||
550 | |||
551 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4b9d8808adb6d07a.png]] | ||
552 | |||
553 | Open the page “Simulation” and move the cursor “Euro Dollar” to display the change rate effect on communication cost. | ||
554 | |||
555 | [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a386a285c605d805.png]] |