Wiki source code of Tutoriel Produit

Last modified by jhurst on 2020/10/29 13:32

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jhurst 6.1 1 Table of contents:
jhurst 1.1 2
jhurst 6.1 3 {{toc/}}
4
jhurst 1.1 5 ----
6
7 = Installation =
8
9 {{warning}}
jhurst 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!**
jhurst 1.1 12 {{/warning}}
13
jhurst 6.1 14 __Files extraction__:
jhurst 1.1 15
jhurst 6.1 16 * Extract the content of digdash_enterprise_<numversion>_64.zip into the folder of your choice.
jhurst 1.1 17
jhurst 6.1 18 You can use the freeware [[__7zip__.>>url:http://www.spiroo.be/7zip/]]
jhurst 1.1 19
jhurst 6.1 20 DigDash Enterprise is now installed on your computer.
jhurst 1.1 21
22
jhurst 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
jhurst 1.1 28 {{warning}}
jhurst 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!**
jhurst 1.1 31 {{/warning}}
32
jhurst 6.1 33 * Open your installation directory, then double-click on the file **StartDigDash.exe**.
34 * Click on “Start”.
mrochelle 2.1 35
jhurst 6.1 36 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8c31c44dcf106d5c.png]]
mrochelle 2.1 37
jhurst 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
jhurst 1.1 39
jhurst 6.1 40 * When the DigDash Enterprise server is ready, click on “Execute”.
jhurst 1.1 41
jhurst 6.1 42 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_30f9dba3c70a655.png]]
jhurst 1.1 43
jhurst 6.1 44 A menu appears with shortcuts to:
jhurst 1.1 45
jhurst 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
jhurst 1.1 49
50 = Administration =
51
52 {{warning}}
jhurst 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!**
jhurst 1.1 55 {{/warning}}
56
jhurst 6.1 57 * Click “**Administration**” in the StartDigDash.exe application.
jhurst 1.1 58
jhurst 6.1 59 Your browser opens and displays DigDash Enterprise welcome page.
jhurst 1.1 60
jhurst 6.1 61 * Click **Configuration** then **license** **management**.
62 * In the connection dialog box, enter **admin/admin** Enter the license key then click **Test**.
jhurst 1.1 63
jhurst 6.1 64 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a26aab61b83104bf.gif||alt="drawingObject26"]]
jhurst 1.1 65
jhurst 6.1 66 * Accept the general terms and conditions of use and maintenance then click **Apply**.
jhurst 1.1 67
jhurst 6.1 68 If you need to change the lang of the administration interface, do the following:
jhurst 1.1 69
jhurst 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.
jhurst 1.1 72
jhurst 6.1 73 We will now create the user John Smith.
jhurst 1.1 74
jhurst 6.1 75 In the **User** **management** page again, click **New** **user** Fill up the following fields:
jhurst 1.1 76
jhurst 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
jhurst 1.1 82
jhurst 6.1 83 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_2987c2d019a981a9.png]]
jhurst 1.1 84
jhurst 6.1 85 = Creation of the “telecom” data model =
jhurst 1.1 86
jhurst 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.
jhurst 1.1 89
jhurst 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
jhurst 1.1 93 {{warning}}
jhurst 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.
jhurst 1.1 95 {{/warning}}
96
jhurst 6.1 97 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_237452f89c3f9a44.png]]
jhurst 1.1 98
jhurst 6.1 99 == Step 1: Import a data source file ==
jhurst 1.1 100
jhurst 6.1 101
102
jhurst 1.1 103 {{warning}}
jhurst 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.**
jhurst 1.1 105 {{/warning}}
106
jhurst 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**.
jhurst 1.1 109
jhurst 6.1 110 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_59ab13ec63ebe8f5.gif||alt="drawingObject54"]]
jhurst 1.1 111
jhurst 6.1 112 The window **Search** **remote** **files** appears:
jhurst 1.1 113
jhurst 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.
jhurst 1.1 116
jhurst 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
jhurst 1.1 121 {{warning}}
jhurst 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]]__.**
jhurst 1.1 123 {{/warning}}
124
jhurst 6.1 125 * Click OK.
jhurst 1.1 126
jhurst 6.1 127 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_95f36b6b58b574d3.png]]
jhurst 1.1 128
jhurst 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.
jhurst 1.1 131
jhurst 6.1 132 * In the window **Search** **remote** **files**, select “telecomen.xls” then click OK.
jhurst 1.1 133
jhurst 6.1 134 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_80c5b1e0c6c60f50.png]]
jhurst 1.1 135
jhurst 6.1 136 The window **Load** **data** **from** **an** **Excel** **spreadsheet** appears.
137 Check the boxes:
jhurst 1.1 138
jhurst 6.1 139 * First row as header
140 * Disable empty columns
jhurst 1.1 141
jhurst 6.1 142 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9ad2cdfc4f05e60f.gif||alt="drawingObject73"]]
jhurst 1.1 143
jhurst 6.1 144 * Click **Add** **...** to the right of **Disable** **empty** **columns**.
jhurst 1.1 145
jhurst 6.1 146 The window **Edit** **filter** **rule** is displayed.
jhurst 1.1 147
jhurst 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**.
jhurst 1.1 150
jhurst 6.1 151 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_25b0e29d60275301.png]]
jhurst 1.1 152
jhurst 6.1 153 == Step 2: Configure the data model ==
jhurst 1.1 154
jhurst 6.1 155 Name your data model “telecom”
jhurst 1.1 156
jhurst 6.1 157 __Next objectives:__
jhurst 1.1 158
jhurst 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
jhurst 1.1 163
jhurst 6.1 164 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_37fa3e964f81d59b.png]]
jhurst 1.1 165
jhurst 6.1 166 __Creating a manual hierarchy__
jhurst 1.1 167
jhurst 6.1 168 * Select **Department**, click **Add** in the **hierarchies** panel and select **Manual** **grouping**.
jhurst 1.1 169
jhurst 6.1 170 The window **Group** **editor** appears.
jhurst 1.1 171
jhurst 6.1 172 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_189645918247eed7.png]]
jhurst 1.1 173
jhurst 6.1 174 The default hierarchy name is **Group** **0**.
jhurst 1.1 175
jhurst 6.1 176 * Rename it to **Type** **of** **service**.
jhurst 1.1 177
jhurst 6.1 178 The first level called **Level** **0** contains all the column values.
jhurst 1.1 179
jhurst 6.1 180 * Rename it to **Function**.
181 * To create groups in this level, click **Add… **on the bottom left corner
jhurst 1.1 182
jhurst 6.1 183 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7eec35b53ee76246.gif||alt="drawingObject92"]]
jhurst 1.1 184
jhurst 6.1 185 The window **Group** **name** appears.
jhurst 1.1 186
jhurst 6.1 187 * Type **Sales** and do the same with **Management**, **Production** and **Administration**.
jhurst 1.1 188
jhurst 6.1 189 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_da5fa1e21cb55d2f.gif||alt="drawingObject96"]]
jhurst 1.1 190
jhurst 6.1 191 Assign members to groups.
jhurst 1.1 192
jhurst 6.1 193 Select **Administration** then check the boxes **IT**, **Legal** et **Purchasing** in the right panel.
jhurst 1.1 194
jhurst 6.1 195 Do the same for :
jhurst 1.1 196
jhurst 6.1 197 * **Management**: Finance, HR and Management
198 * **Production**: Production and R&D
199 * **Sales** : Marketing and Sales
jhurst 1.1 200
jhurst 6.1 201 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ca53728e5089e01b.gif||alt="drawingObject100"]]
jhurst 1.1 202
jhurst 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.
jhurst 1.1 208
jhurst 6.1 209 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_f41c24f6e97632c5.gif||alt="drawingObject104"]]
jhurst 1.1 210
jhurst 6.1 211 __Objective: create an__ __automatic hierarchy__
jhurst 1.1 212
jhurst 6.1 213 * Select **Phone** **Hardwar**e then click **Add** in the **Hierarchies** **panel** and select **Automatic** **grouping**.
jhurst 1.1 214
jhurst 6.1 215 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_70750bf8631e8cc6.png]]
jhurst 1.1 216
jhurst 6.1 217 The window **Group** **editor** appears.
jhurst 1.1 218
jhurst 6.1 219 * The default group name is **Groupe** **0**, rename it to **Material** **type.**
jhurst 1.1 220
jhurst 6.1 221 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_54cc4cd8b467a45a.png]]
jhurst 1.1 222
jhurst 6.1 223 The complete path is displayed in the **Complete** **path** fields.
jhurst 1.1 224
jhurst 6.1 225 Each hierarchical level is separated by /.
jhurst 1.1 226
jhurst 6.1 227 **Phone** **hardware** is the first level of the hierarchy.
jhurst 1.1 228
jhurst 6.1 229 * Open the drop-down list on the second level and select **Type** **of** **line**.
230 * Click **OK** to save.
jhurst 1.1 231
jhurst 6.1 232 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_739d0bc7c2dbe8a8.png]]
jhurst 1.1 233
jhurst 6.1 234 __Create a new target of 21000€ on the__ __Cost measure. To reach the target__ __the cost has to decrease.__
jhurst 1.1 235
jhurst 6.1 236 * Select the measure **Cost** then click on **Add…** in the **Target** panel.
jhurst 1.1 237
jhurst 6.1 238 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_911072985369a426.png]]
jhurst 1.1 239
jhurst 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
jhurst 1.1 244
jhurst 6.1 245 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_5c700a26df57a35.png]]
jhurst 1.1 246
jhurst 6.1 247 __Creating a Euro/Dollar conversion__ __variable.__
jhurst 1.1 248
jhurst 6.1 249 Click **Variables** then **Add** **a** **variable…**
jhurst 1.1 250
jhurst 6.1 251 In the window **Variable** fill in the following fields:
jhurst 1.1 252
jhurst 6.1 253 * Name: Euro Dollar
254 * Default value: 1.4
255 * Minimum: 0.6
256 * Maximum: 2
257 * Increment: 0.01
jhurst 1.1 258
jhurst 6.1 259 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_bc0b5ba3caaa86f6.png]]
jhurst 1.1 260
jhurst 6.1 261 __Create a calculated measure__ __which changes the Cost based__ __on the exchange rate €/$.__
jhurst 1.1 262
jhurst 6.1 263 * Click **Create** **a** **calculated** **measure** **(advanced)...**
jhurst 1.1 264
jhurst 6.1 265 The window **Derived** **measure** appears.
jhurst 1.1 266
jhurst 6.1 267 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_dc2cb2a81871d03b.png]]
jhurst 1.1 268
jhurst 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**.
jhurst 1.1 272
jhurst 6.1 273 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7f1690198c89b230.gif||alt="drawingObject143"]]
jhurst 1.1 274
jhurst 6.1 275 The data model “telecom” is now ready.
jhurst 1.1 276
jhurst 6.1 277 * Click **Finish** then **Ignore** in the window **Add** **a** **comment** **on** **the** **modification**.
jhurst 1.1 278
jhurst 6.1 279 Don’t close the next window as we will use it.
jhurst 1.1 280
jhurst 6.1 281 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_2233c39ff77ad8c5.png]]
jhurst 1.1 282
jhurst 6.1 283 = Chart creation: “Cost by Type of service” =
jhurst 1.1 284
jhurst 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.
jhurst 1.1 287
jhurst 6.1 288 * After saving the data model, click on **Add…**,
289 * then click on the tab **Charts** **/** **Builders** **/** **Others** **flows** then **Bar** **chart**.
jhurst 1.1 290
jhurst 6.1 291 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_c73b27dacd30b005.png]]
jhurst 1.1 292
jhurst 6.1 293 * Then select the data model previously created.
jhurst 1.1 294
jhurst 6.1 295 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ab62a05928c77395.png]]
jhurst 1.1 296
jhurst 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”**
jhurst 1.1 301
jhurst 6.1 302 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6e1bf14d555b636a.png]]
jhurst 1.1 303
jhurst 6.1 304 * Open the interaction tab.
jhurst 1.1 305
jhurst 6.1 306 You can see that the action **Navigate** **on** **hierarchy** has been set.
jhurst 1.1 307
jhurst 6.1 308 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_365264887865b602.png]]
jhurst 1.1 309
jhurst 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
jhurst 1.1 312
jhurst 6.1 313 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_d31e85d94303856.png]]
jhurst 1.1 314
jhurst 6.1 315 * You can now click “Main” or “Support” to navigate through your data along the Department axis.
jhurst 1.1 316
jhurst 6.1 317 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_94974502c24cc4e2.png]]
jhurst 1.1 318
jhurst 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.
jhurst 1.1 321
jhurst 6.1 322 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6800cd07ca4e9409.png]]
jhurst 1.1 323
jhurst 6.1 324 = Synchronization =
jhurst 1.1 325
jhurst 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.
jhurst 1.1 328
jhurst 6.1 329 * Right-click the graph, and then click **Synchronize**.
jhurst 1.1 330
jhurst 6.1 331 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_811ed7915a0b32f0.png]]
jhurst 1.1 332
jhurst 6.1 333 = Chart creation “Communication cost by area“ =
jhurst 1.1 334
jhurst 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.
jhurst 1.1 336
jhurst 6.1 337 This chart uses the “telecom” data model previously created.
jhurst 1.1 338
jhurst 6.1 339 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_7383c4b39298316b.png]]
jhurst 1.1 340
jhurst 6.1 341 == Step 1: Select an existing data model ==
jhurst 1.1 342
jhurst 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.
jhurst 1.1 346
jhurst 6.1 347 The window **Visualization** **configuration** is displayed.
jhurst 1.1 348
jhurst 6.1 349 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_9b23d06caef687a0.png]]
jhurst 1.1 350
jhurst 6.1 351 == Step 2: Visualization configuration ==
jhurst 1.1 352
jhurst 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”**
jhurst 1.1 356
jhurst 6.1 357 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_54b0a8538e7d537e.png]]
jhurst 1.1 358
jhurst 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.
jhurst 1.1 362
jhurst 6.1 363 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4322a8de09ffd81b.png]]
jhurst 1.1 364
jhurst 6.1 365 = Chart creation: “Cost reduction target” =
jhurst 1.1 366
jhurst 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**.
jhurst 1.1 368
jhurst 6.1 369 This chart uses the telecom data model previously created.
370
jhurst 1.1 371
jhurst 6.1 372 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a5ffd061c963640f.png]]
jhurst 1.1 373
jhurst 6.1 374 == Step 1: Select an existing data model ==
jhurst 1.1 375
jhurst 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.
jhurst 1.1 378
jhurst 6.1 379 The window **Flow** **properties** is displayed.
jhurst 1.1 380
jhurst 6.1 381 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_124519446acfc49b.png]]
jhurst 1.1 382
jhurst 6.1 383 == Step 2: Visualization configuration ==
jhurst 1.1 384
jhurst 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.
jhurst 1.1 388
jhurst 6.1 389 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_e4689de11db2121e.png]]
jhurst 1.1 390
jhurst 6.1 391 = Chart creation: “Simulation Euro Dollar” =
jhurst 1.1 392
jhurst 6.1 393 __Objective __: show the impact of Euro/Dollar change on the **communication** **cost**.
jhurst 1.1 394
jhurst 6.1 395 This chart uses the “telecom” data model previously created.
jhurst 1.1 396
jhurst 6.1 397 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4be0c8acf63bb4d6.png]]
jhurst 1.1 398
jhurst 6.1 399 == Step 1: select an existing data model ==
jhurst 1.1 400
jhurst 6.1 401 Create a line chart (Lines in the Compare category).
jhurst 1.1 402
jhurst 6.1 403 The window **Datasource** **model** **manager** appears. Select **“telecom”** and click **OK.**
jhurst 1.1 404
jhurst 6.1 405 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6b33d8286874fb20.png]]
jhurst 1.1 406
jhurst 6.1 407 == Step 2: Visualization configuration ==
jhurst 1.1 408
jhurst 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
jhurst 1.1 437 {{warning}}
jhurst 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]]__.**
jhurst 1.1 439 {{/warning}}
440
jhurst 6.1 441 * Click **OK**.
jhurst 1.1 442
jhurst 6.1 443 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6594304e0b570a60.png]]
jhurst 1.1 444
jhurst 6.1 445 The file is now saved on the DigDash server and accessible to all users.
jhurst 1.1 446
jhurst 6.1 447 NB : if you select the documents server “UserDocs », you will be the only one who can access the document.
jhurst 1.1 448
jhurst 6.1 449 * In the window **Search** **remote** **files**, select “retailen.xls” then click OK
jhurst 1.1 450
jhurst 6.1 451 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_a3e1c95a5a3e168a.png]]
jhurst 1.1 452
jhurst 6.1 453 The window **Load** **data** **from** **an** **Excel** **spreadsheet** appears.
jhurst 1.1 454
jhurst 6.1 455 * Check the boxes:
456 ** **First** **row** **as** **header**
457 ** **Disable** **empty** **columns**
jhurst 1.1 458
jhurst 6.1 459 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_6dae30380e33a3fd.png]]
jhurst 1.1 460
jhurst 6.1 461 * Click **Add...** to the right of Disable empty columns.
jhurst 1.1 462
jhurst 6.1 463 The window **Edit** **filter** **rule** is displayed.
jhurst 1.1 464
jhurst 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.
jhurst 1.1 467
jhurst 6.1 468 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4860668262087daa.png]]
jhurst 1.1 469
jhurst 6.1 470 == Step 2: Configure the data model ==
jhurst 1.1 471
jhurst 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.
jhurst 1.1 474
jhurst 6.1 475 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_8cd9e859031f7e08.png]]
jhurst 1.1 476
jhurst 6.1 477 = Chart creation: “Top 3 products” =
jhurst 1.1 478
jhurst 6.1 479 __Objective __: create a cross table showing the 3 best material revenue. Show the revenue trend and Margin goal as icon.
jhurst 1.1 480
jhurst 6.1 481 Your cross table use the “retail” data model.
jhurst 1.1 482
jhurst 6.1 483 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4888bc61998d1cbe.png]]
jhurst 1.1 484
jhurst 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)**”.
jhurst 1.1 491
jhurst 6.1 492 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_ac526b1783e1401.png]]
jhurst 1.1 493
jhurst 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**.
jhurst 1.1 497
jhurst 6.1 498 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_4860668262087daa.png]]
jhurst 1.1 499
jhurst 6.1 500 = Dashboard configuration =
jhurst 1.1 501
jhurst 6.1 502 * Go back to the application **StartDigDash.exe** and click on “**Dashboard** **editor**” under **Execute.**
jhurst 1.1 503
jhurst 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]]
jhurst 1.1 505
jhurst 6.1 506 * Select the tab “**telecom**”.
507 * Right-click the sub tab also called “**telecom**” and change the Display Mode to **Columns**.
jhurst 1.1 508
jhurst 6.1 509 This will divide the page in two areas where elements are automatically sized and positioned.
jhurst 1.1 510
jhurst 6.1 511 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_be3ce9c3e4565774.gif||alt="drawingObject316"]]
jhurst 1.1 512
jhurst 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
jhurst 1.1 518
jhurst 6.1 519 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_68e433f1378f9471.png]]
jhurst 1.1 520
jhurst 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**.
jhurst 1.1 525
jhurst 6.1 526 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b9a77919b26042b7.png]]
jhurst 1.1 527
jhurst 6.1 528 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_86de54db62bc0462.png]]
jhurst 1.1 529
jhurst 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
jhurst 1.1 533
jhurst 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.
jhurst 1.1 535
jhurst 6.1 536 [[image:Formation_Niveau_1_Tutorial_2020R1_EN (1)_html_b54182d2fb2b56df.png]]
jhurst 1.1 537
jhurst 6.1 538 = Access dashboard =
jhurst 1.1 539
jhurst 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]]