Wiki source code of Self Service BI

Last modified by jhurst on 2021/04/21 10:01
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1 **Self Service BI**
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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,...
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5 Modifying table becomes easy for everyone as it doesn't require any changes in the information wallet configuration.
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7 {{ddtoc/}}
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9 = Setting up self service BI =
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11 To use the “Self Service BI”, open the **Visualization configuration **dialog box, then click** Advanced Parameters** and **Visualization Parameters**.
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13 [[image:1592898730752-725.png]]
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15 Open the **Specific Features **tab and check the **Table editor toolbar **box:
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17 [[image:1592898766329-356.png]]
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19 = Modifying table content =
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21 When viewing the table, the chart is displayed on the right and the table editor toolbar on the left:
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23 [[image:1592899175868-854.png]]
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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.
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27 Dimensions having hierarchies or drill paths are followed by … Click the dimension to display available hierarchies:
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29 [[image:1592899201393-933.png]]
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31 == Adding a column ==
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33 Drag and drop the dimension or measure on the column header before which you want to insert the column.
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35 If you want to add a hierarchy level of a dimension, click the dimension to select the appropriate level.
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37 (% class="box infomessage" %)
38 (((
39 //Note//: if you try to drop an object (measure or dimension) on an unauthorized place, a no-entry sign will be displayed (for example, if you try to add a measure before a dimension).
40 )))
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42 You can also add a column using right click :
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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
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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).
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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).
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50 [[image:1592899244710-860.png]]
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52 To add a dimension on the selected axis, select **Add dimension To axis**.
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54 If you want to replace an axis, select **Replace Axis **then select the dimension.
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56 == Adding a formula: ==
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58 To add a formula, drag and drop “Formula...” at the end of the measures list.
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60 A dialog box shows up. Enter the name and the formula:
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62 [[image:1592899268890-197.png]]
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64 You can select measures from the **Available Measures... **drop-down list.
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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.
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68
69 == Adding a transformer ==
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71 Transformers can be added on measures to display values for the previous year, previous month, previous week or the previous day.
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73 To add a transformer, click **Options... **under Formula, then drag and drop the transformer on the appropriate measure.
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75 [[image:1592899287319-338.png]]
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77 Enter the measure name and click **OK**. The measure is added to the right of the transformed measure.
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79
80 == Removing a column ==
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83 Drag and drop the column header on the table toolbar.
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85 You can also right click the column header and select **Remove Axis **or **Remove Measure**.
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87 In case several dimensions are on the same axis, you can remove on of these dimensions by selecting **Remove Dimension**.
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89 == Modifying axes properties ==
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91 === Adding or removing a total ===
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93 Right click the column header then select **Add Overall (begin) **or **Add Overall (end)**.
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95 [[image:1592899309394-466.png]]
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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:
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99 [[image:1592899337175-135.png]]
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101 To remove a total, right click the dimension and select **Remove Total**.
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103 === Adding or removing a Top/Bottom ===
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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.
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107 To remove a Top/bottom select **Remove Top/Bottom/Range**.
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109 [[image:1592899358826-608.png]]
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111
112 === Selecting a range of values ===
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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.
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116 [[image:1592899375491-234.png]]
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118 Select the measure to use then the range of values.
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120 [[image:1592899389308-676.png]]
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122 Click **OK **to display the resulting table:
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124 [[image:1592899405613-167.png]]
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126 To remove a range of values, select **Remove Top/Bottom/Range**.
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128 === Adding or removing a sort ===
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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.
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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.
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134 [[image:1592899428011-481.png]]
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136 To remove a sort, right click the column header and select **Remove Sort**.
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138 === Modifying measure aggregation ===
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140 Right click the measure header then select **Change aggregation **and choose one of the available functions: Sum, Average, Min, Max or Running Sum.
141
142 [[image:1592899446200-960.png]]
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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.
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146 [[image:1592899463693-472.png]]
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148 === Modifying column format ===
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150 Right click the measure or continuous dimension header (date dimension for example), then select **Change format **and select the desired format.
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152 = Modifying table styles =
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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.
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156 (% class="box infomessage" %)
157 (((
158 //Note//: click **Edit styles **again to switch back the the table edition.
159 )))
160
161 * To modify a row, column or cell style: select the cell, right click and choose the element you want to modify (cell, row or column) then the modification type: background, cell or border.
162 * You can also:
163 ** Hide a row or a column: select row or column, then select **Hide row **or **Hide column**.
164 ** Change the text of a cell: select cell, then **Text **and enter the text. The text can include variable like ${Filter Dim} where Dim is the filtered dimension. At display, the variable is replaced by the filter value on the “Dim” dimension.
165 ** Insert a row: select **Insert Row**, then indicate whether the row must be placed before or after the current row. Enter values of each row cell.
166
167 [[image:1592899501256-405.png]]
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169
170 = Save a table =
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172 == Save a view ==
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174 To save the current view of your table, click **Views... **then **Save Current View**. Enter the view name, then click **OK**.
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176 The view is saved in the flow. To display a view, click on its name.
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178 To remove a view, click the red cross besides the view name.
179
180 [[image:1592899538498-753.png]]
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182 == Export a table ==
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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).
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186 == Reset the view ==
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188 To display the initial table again, click **Views... **then **Reset the view**
189
190 [[image:1592899557717-289.png]]
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