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1 {{toc depth="50"/}}
2
3
4
5 In this guide, you will find information allowing you to create information wallets and information flows.
6
7 The information wallet is the central piece of DigDash Enterprise where the administrator can manage the data needed in a regular way by users or roles.
8
9 An information wallet is a set of information flows.
10
11 An information flow is a preregistered access to a data source:
12
13 1.
14 11.
15 11*. Emails [[image:studio_guide_en_html_8f4d05c22f7e6447.gif]]
16 11*. Agendas
17 11*. Podcast
18 11*. Fill RSS
19 11*. Data model : Databases, Business Objects, Cognos and BIRT Business
20
21 Intelligence reports, Excel files, CSV files and HTML files.
22
23 1.
24 11.
25 11*. Documents builder [[image:studio_guide_en_html_fc45a5aa2119b274.jpg]]
26
27 You can create information wallets for users or roles. Information flows created for roles wallets can be used by users sharing these roles in the organization.
28
29 = I. MANAGE INFORMATION WALLETS AND FLOWS =
30
31 [[image:studio_guide_en_html_62ddc5caf470c20d.gif]]
32
33 == I.1 Manage Information Wallets ==
34
35 === I.1.1 Open an information wallet ===
36
37 • Open you internet browser, then type the following URL: [[__http:~~/~~/serverName/serverPort__>>url:http://serverName/serverPort]][[ >>url:http://serverName/serverPort]](example: [[__http:~~/~~/localhost:8080__>>url:http://localhost:8080/]][[)>>url:http://localhost:8080/]]. DigDash welcome page opens.
38
39 [[image:studio_guide_en_html_9b500d9dfdca7872.jpg]]
40
41 ==== • Click the Information Wallet configuration link ====
42
43 * In the connection dialog box, enter the user name and password. Click the **advanced** button to select the server (**localhost:8080** by default) and domain.
44 * The information wallets of the user and his roles are displayed in a tree. The first wallet is the user's wallet and is named with the user name//. //Roles wallets are displayed under user's wallet and are named with the role names//. //Click the arrow besides the wallet name to display its flows.
45
46 [[image:studio_guide_en_html_5a3682c0a399de29.jpg]]
47
48 * To display only the wallet of a role, open the **File–Open** menu, then select the role in the drop-down list (you must have the authorization //Load wallet for a role//).
49
50 === I.1.2 Edit an information wallet ===
51
52 * Select the information wallet
53 * Right click and choose **Properties**.
54 * You can modify the localized name of the information wallet. To do so, click the **Edit **button, then enter the value for each language.
55 * To modify the schedule (by default, everyday at 8 PM) or add a schedule, open the Schedule tab then click Edit or Add. At the schedule time, information flows of the wallet are refreshed (unless you have define specific refresh frequencies for some flows). To get more information on how to add a schedule, please refer to chapter “schedule refresh”.
56
57 [[image:studio_guide_en_html_951df75aac394041.jpg]]
58
59 == I.2 Manage information flows ==
60
61 You can execute following actions on information flows
62
63 === I.2.1 Add an information flow ===
64
65 Double-click the type of flow you want to add, then choose the wallet you want to use (user or role). You can use various type of flows:
66
67 * Emails [[image:studio_guide_en_html_448c8ed1e4fb41a8.png]]
68 * Agendas [[image:studio_guide_en_html_bdd68717d2eb909a.png]]
69 * Podcast [[image:studio_guide_en_html_21d927759862172b.png]]
70 * RSS flow [[image:studio_guide_en_html_71d40d4e1db01860.png]]
71 * Data model [[image:studio_guide_en_html_c933c17efc816aed.png]] : Databases, Business Objects, Cognos and BIRT Business
72
73 Intelligence reports, Excel files, CSV files and HTML files.
74
75 * Documents builder [[image:studio_guide_en_html_fc45a5aa2119b274.jpg]]
76
77 === I.2.2 Configure the properties of an information flow ===
78
79 You can modify the following properties of an information flow:
80
81 __Rename an information flow:__
82
83 Select the flow, right click and choose **Properties**.** **Type the name in the name field. Click the **Multi-language edit** button [[image:studio_guide_en_html_445ea7218f3f3ff0.jpg]] to translate this name into several languages.
84
85 __Select output devices:__
86
87 By default, information flows are synchronized for the dashboard. If you want to synchronize a flow for other devices, select the flow, right-click and choose **Properties**. Open the **output **tab** **then select the devices on which you want to synchronize the flow (you must first add the devices in the favorite devices list from the **Tools-device manager **menu).
88
89 __Schedule flow:__
90
91 By default, the flow is refreshed then synchronized at the same time as the wallet.
92
93 To select another schedule time, select the flow, right click and choose **Properties**. Open the **schedule** tab, clear the **With wallet **box then click the **Add... **button (refer to chapter “schedule refresh” for more information).
94
95 Once you have selected the refresh frequency, close the **Properties **dialog box. The **Schedule **column displays the hour of the next refresh.
96
97 At the schedule time, the flow is refreshed then synchronized on the selected devices.
98
99 __Add flow in a category__
100
101 To classify flows, you can add them in different categories To do so, right-click the flow, choose **Properties **and type the category name in the **Category** field.
102
103 Flows are ordered by category in the information wallet.
104
105 [[image:studio_guide_en_html_246b17b582d4a3a6.png]]
106
107 You can add several flows in a category at once. To do so, select the flows, right-click and choose **Properties**. Enter the name in the category field.
108
109 [[image:studio_guide_en_html_8231dfa18e952a31.jpg]]
110
111 __Define export names:__
112
113 Once you have selected the data source and the visualization of your flow, you can enter a name that will be used when exporting the flow (as PDF, PPT,...).
114
115 === I.2.3 Manage flow history ===
116
117 __Keep flow history :__
118
119 By default, only the last item generated for the flow is kept . If you want to change this, select the flow, right-click and choose **Properties**. Open the **History **tab, then select the maximum number of items you want to keep. If you clear the **Keep flow history **box, only the latest item generated will be kept.
120
121 __Update history:__
122
123 Select the flow you want to update, right-click and choose **Update history**. The flow history is updated. A new item is created if necessary (example : change in visualization, in the data source,...) .
124
125 __Delete flow history :__
126
127 Select the flows, right-click and choose **Delete history**. All flow items are removed. If you also want to delete associated cubes, check the box **Also delete the associated data cubes in the selected flow**.** **You must update flow history to create a new item.
128
129 === I.2.4 Synchronize flow ===
130
131 You can synchronize a flow for a user or all the users of a role. Synchronization can be done manually or automatically by the scheduler. The two options described below correspond to manual synchronization (automatic synchronization is described in the chapter “schedule refresh”).
132
133 __Synchronize flows for a user__ :
134
135 Select the flows, right-click and choose **Synchronize**. The flows are synchronized for the user logged and the output devices selected (only checked items of the flows will be synchronized).
136
137 If you want to synchronize all flows of a wallet, select the wallet, right-click and choose **Synchronize**.
138
139 __Synchronize flows for all users of a role__ :
140
141 This option is available for role wallets only. It lets you synchronize flows for all users of a role.
142
143 Select the flows, right-click and choose **Synchronize for all users**. The flows are synchronized for all selected devices.
144
145 === I.2.5 Preview flow ===
146
147 __Preview flow as document:__
148
149 Select the flow, right-click and choose **Preview flow**. The preview takes into account the latest modifications you have made on the flow.
150
151 __Preview flow item as document:__
152
153 Select the flow item, right-click and choose **Preview as document**. The preview displays the item as it has been synchronized.
154
155 __Preview flow item as video__:
156
157 If your license includes video generation, you can generate a video. To do so, select the flow item, right-click and choose **Preview as video**.
158
159 === I.2.6 Search for a flow ===
160
161 A search field is displayed in the toolbar. Enter a flow name, a flow identifier or a category to display the corresponding flows:
162
163 [[image:studio_guide_en_html_94e34a00a180b775.jpg]]
164
165 === I.2.7 Copy flow ===
166
167 Select the flows you want to copy, right-click and choose **Copy **(or CTRL+C). Click **Paste **(or CTRL+V) in the location where you wish to copy it (same wallet or another wallet) .
168
169 If you copy a flow from a role to another role (where the data source doesn't exist), you will be asked whether you want to copy the data source as well.
170
171 [[image:studio_guide_en_html_b8b8c620abcb0c9e.jpg]]
172
173 Several options are available:
174
175 * If you want to share the data source with the destination role, click **OK **(the data source still belongs to the original role and can't be updated from the destination role. The modifications you make on the data source from the original role are available in the destination role).
176 * if you want to copy the data source to the destination role, clear the **Share the data model with the destination model **box, then click OK.
177 * if you don't want to copy the data source, neither share it, click **Cancel** (the flow will be copied but won't have any data source associated to it).
178
179 //I.2.8 Remove flow//
180
181 Select the flows you want to remove, right click and choose **Remove**.
182
183 === I.2.9 Copy flow URL ===
184
185 You can view a flow in a browser or embed it (graphic component) into an iframe
186
187 Select the flow, right-click and choose **Copy flow URL**. Paste the flow URL (using CTRL+V) in your browser or document (to get more information, refer to documentation “url_parameters_en.pdf”).
188
189 = II. Add a data model =
190
191 [[image:studio_guide_en_html_62ddc5caf470c20d.gif]]
192
193 Data models describe :
194
195 * The data source (Databases, excel, CSV files, Business Objects reports or Cognos report,OLAP cube,...),
196 * Dimensions and hierarchies,
197 * Indicators (coming directly from the data source or calculated),
198 * Refresh frequency
199
200 == II.1 Extract data from a data source ==
201
202 === II.1.1 Extract data from a file ===
203
204 Using DigDash Enterprise, you can extract data from a wild range of files:
205
206 * Business Intelligence reports: Business Objects, Cognos, BIRT,
207 * Excel files,
208 * Csv files,
209 * HTML tables,
210 * XML files.
211
212 You first need to define the connection parameters to the file, then configure the data source.
213
214 Step 1 : Setting the connections parameters:
215
216 * In the flows pane located on the left, click the **Data model** icon [[image:studio_guide_en_html_c933c17efc816aed.png]] . If the user has roles, the dialog box **Add flow **is displayed. Select the wallet in which you want to add the data model: current user or role. The **Chart **dialog box opens up.
217
218 [[image:studio_guide_en_html_8bf4e2c9acb834c8.png]]
219
220 * In the **Data source section**, click the **Select **button, then click the **New **button. Select the file type you want to use: Excel, Cognos, Business Objects, BIRT, CSV, HTML, XML,...
221 * Files available in the documents server are displayed. Select the appropriate file or add a new document to the documents server by clicking the **Add a file to the server **button and then selecting the file you want to add.
222 * Click the **OK **button
223 * The **Load data from... **dialog box is displayed
224
225 Step 2 : Configure the data source
226
227 * If you use an excel spreadsheet having several worksheets, select the worksheet in the **worksheet** drop-down list.
228 * Check **First row as header** if you want to use the names in the first row of the file as columns names.
229 * Limit the number of lines to be used:
230 ** To remove lines at the beginning of the files, check **Skip rows from head **then enter the number of lines you want to remove.
231 ** To remove lines at the end of the file, check **Maximum number of lines **then enter the maximum number of lines to take into account.
232 * Add filters on columns:
233 ** Check the **Disable empty columns **to remove empty columns from the data model.
234 ** Click the **Add **button to define filters on columns:
235
236 1. Select the column to filter in the drop-down list on the left
237 1. Select the operator in the list of available operators:(((
238 |**Operator**|**Description**
239 |Is not empty|Displays the line if the column value is not empty
240 |Is empty|Displays the line if the column value is empty
241 |Equals to|Displays the line if the column value is equal to the value set as the operand.
242 |Contains|Displays the line if the column value contains the value set as the operand.
243 |Doesn't contain|Displays the line if the column value doesn't contain the value set as the operand.
244 |Differs from|Displays the line if the column value differs from the value set as the operand.
245 |Match regular expression|Displays the line if the column value matches the regular expression set as the operand.
246 |Is superior to|Displays the line if the column value is greater than the value set as the operand.
247 |Is superior or equal to|Displays the line if the column value is greater or equal to the value set as the operand.
248 |Is inferior to|Displays the line if the column value is less than the value set as the operand.
249 |Is inferior or equal to|Displays the line if the column value is less or equal to the value set as the operand.
250 |Start with|Displays the line if the column value starts with the value set as the operand.
251 |Ends with|Displays the line if the column value ends with the value set as the operand.
252 |Is in|Displays the line if the column value is in the value set as the operand.
253 |Is not in|Displays the line if the column value is not in value set as the operand.
254 )))
255 1. Enter the operand used to compare the column:
256
257 The operand can be a fixed value (Example: //Name equals to John //Smith) or a variable. Variables allow data models personalizing .
258
259 You can use as variables all the attributes defined in your LDAP server. To add a filter using a variable, use the syntax: //column_name operator ${user.variable}.//
260
261 Example: //Name equals to ${user.displayName}. //When the chart is displayed, //{user.displayName} //is replaced by the name of the connected user. See annex 1 “user variables”.
262
263 1. Click OK to validate the filter creation
264
265 [[image:studio_guide_en_html_10a327fef1930e3c.jpg]]
266
267 Data preview is displayed:
268
269 [[image:studio_guide_en_html_e7a9051c55bbb770.jpg]]
270
271 === II.1.2 Extract data from a database ===
272
273 In the flow pane, click the **Data model **icon [[image:studio_guide_en_html_c933c17efc816aed.png]] . The **Chart dialog** box opens up. In the **Data source** section, click **Select **then click **New**, and choose **Database...**.
274
275 The **Load data from a database **dialog box shows up.
276
277 Enter the connection information:
278
279 * Select the JDC driver in the drop-down list:Oracle, SQL Server, MySQL, ODBC, DB2, DB2(AS 400) , PostgreSQL,Sybase , JDBC Proxy or H2
280 * In the **Database URL **field, enter the URL of your database using the syntax required by the driver (Syntax example for mysql: jdbc:mysql:~/~/[host] [,failoverhost...][:port]/[database][?propertyName1][=propertyValue1] [&propertyName2][=propertyValue2]... default port number is 3306).
281 * In the **User **field, enter the name of the user to use to connect to the database.
282 * In the **password **field, enter the password of the user to use to connect to the database.
283 * Click the **Advanced **button to enter the query timeout (in seconds)
284 * Click the **Test connection** button to get the connection status (connection success or connection error). In case of an error, you can modify the connection parameters.
285 * You can save the connection information as a favorite. To do so, click the **Favorites **button, then click **Add to favorites...**.and enter the name of the connection.** **
286
287 You can write your SQL query manually or use the SQL helper as described below:
288
289 ==== II.1.2.1 Write a SQL Query manually ====
290
291 * You can write your query directly in the **SQL query** field
292 * The query can include variables. Variables allow you to personalize data models . You can use as variables all the attributes defined in your LDAP server. To define a condition using a variable, use the syntax: //where column_name operator $ {user.variable}.// Example : //where Name = ${user.displayName} (//where //Name// is a column of your database//)//. When a chart using the data model is displayed, //$ {user.displayName}// is replaced by the name of the logged user. For more information on variable, see annex 1 “user variables”
293 * Click the **Preview** button. By default, 50 lines are displayed. You can modify this parameter by typing the value in the **Maximum number of rows for preview** field.
294 * You can save the query to reuse it later. To do so, click the **Favorites **button, then click **Add to favorites... **and enter the name of your SQL query.
295
296 [[image:studio_guide_en_html_253ad1a379a47887.jpg]]
297
298 ==== II.1.2.2 Generate a SQL Query using the SQL Helper ====
299
300 * You can generate your SQL query graphically using the SQL wizard. To do so, click **SQL Helper...**.
301 * The window **Support for the creation of sql query** shows up. This window has three tabs used for three distinct steps:
302
303 ◦ //Step 1// : Tables selection and tables joins
304
305 ◦ //Step 2// : Columns selection and filtering
306
307 ◦ //Step 3// : Preview of the generated query
308
309 ===== A) //Step 1// : Tables selection and tables joins =====
310
311 On the left pane, you can see tables and views available in your database:
312
313 ◦ select tables
314
315 ◦ apply joins between the selected tables
316
317 ◦ apply aliases on tables
318
319 Available operations:
320
321 :
322
323 (((
324 |**Operation**|**Execution**
325 |Add a table|**Drag-and-drop** table(s) containing the desired information on the drawing board located on the right.
326 |Delete a table|To remove a table placed on the drawing board, **right-click** the header of the table, then select **Delete the table**.
327 |Add a join|To add a join between two columns of tables placed on the drawing board, click successively on the two columns. A join between the two columns (represented by an arrow) is displayed.
328 |Delete a join|On a join, right click the circle at the middle of the arrow, then select **Delete the join**.
329 |Change the join type|(((
330 On a join, right click the circle at the middle of the arrow, then select **Change the join type**.
331
332 Select **Left join, Right join **or **full join**.
333 )))
334 |Change the direction of a join|On a join, right click the circle at the middle of the arrow, and then click **Reverse the direction of reading**.
335 |Add a table alias|Right-click the header of the table, and then click **Add or edit a table alias**. The alias table is displayed below the name of the table.
336 |Add a column alias|Right-click**     **the column, and then click **Add or edit an alias**. The alias is displayed besides the column name.
337 |Add an aggregation on a column|Right-click the column and then click** Add an aggregation**. Select the desired type of aggregation:Sum, Average,Minimum, Maximum
338 )))
339
340 Legend :
341
342 :
343
344 (((
345 |**Symbol**|**Signification**
346 |[[image:studio_guide_en_html_7c38d5ead868e443.png]]|Loaded catalog
347 | |Loaded schema
348 |[[image:studio_guide_en_html_1b2101d770d15006.png]]|Table not selected
349 |[[image:studio_guide_en_html_35ccaeee2cf9af09.png]]|Selected table, without join
350 |[[image:studio_guide_en_html_5f68bc4ca08358eb.png]]|Selected table with at least one join
351 |[[image:studio_guide_en_html_8983fd90ab0c7da1.png]]|View not selected
352 |[[image:studio_guide_en_html_6402fdf5d98750c0.png]]|Selected view, without join
353 |[[image:studio_guide_en_html_8250781a37bf5982.png]]|View with at least one join
354 |[[image:studio_guide_en_html_ac9e30213b8b2e61.jpg]]|LEFT JOIN
355 |[[image:studio_guide_en_html_60d7bf5424600e25.jpg]]|RIGHT JOIN
356 |[[image:studio_guide_en_html_4623f3cb547cb676.jpg]]|FULL JOIN
357 |[[image:studio_guide_en_html_a4d52acce2422b07.jpg]]|Table content:(((
358 * **employees** is the table name
359 * **MyEmployees** is the table alias
360 * **employe_id** and **firm**_**id** columns are in bold because they have at least one join.
361 * **NumberEmp **is the alias of the** number **column
362 * The **Sum **aggregation has been set on the **salary **column
363 )))
364 )))
365
366 You can save your schema to reuse it later. To do so, click **Favorites**, then click **Add to favorites **and enter the favorite name.
367
368 When your schema is complete, click **Next** **> **to continue the creation of your query. B) //**Step 2**//** : **Columns selection and filtering:
369
370 Three tables are displayed in the page:
371
372 * the table on the left contains the columns available in the schema created in step 1.
373 * the table at the top right is empty. Add the columns you want to display in this table.
374 * the table at the bottom right is also empty. Add the columns you want to filter in this table.
375
376 Available operations:
377
378 * (((
379 :
380
381 (((
382 |**Operations**|**Execution**
383 |Select a column|Drag and drop the desired column(s) on the table at the top right.
384 |Filter a column|Drag and drop the desired column(s) on the table at the bottom right. The **Edit filter rule** window shows up. Select the type of filter you want to apply.
385 )))
386 )))
387
388 When you are done with the selection and filtering of your columns click **Next>**.
389
390 ===== C) //Step 3// : Preview of the generated query =====
391
392 Click **Finish **to preview the query generated by the SQL helper
393
394 //Note: You can manually modify the query generated by the SQL helper. In that case,be aware that the changes won't be taken into account when you will reedit the query using the SQL Helper.//
395
396 * Click the **Preview** button. By default, 50 lines are displayed. You can modify this parameter by typing the value in the **Maximum number of rows for preview** field.
397 * //You can save the query to reuse it later. To do so, click the **Favorites **button, then click **Add to favorites... **and enter the name of your SQL query.//
398
399 __Example of a query generation:__
400
401 //Note: This example has been made using the sample database provided in the installation_folder/documentation/en/sample folder (**sales.sql**). This script was executed on a MySQL database.//
402
403 //Goals// :Select the **name** and **surname** of customers, the **vendor name** and **title,** the **model** of car purchased and the **price **of transactions above 50000$.
404
405 __Step 1 : Creation of a relational schema:__
406
407 1/ Once connected to your database via the SQL Helper, **select** all available tables: **customers**, **employees**, **firms**, **sales**, **car_categories**, **cars** and place them on the drawing board. clear the **Use names extended **box.
408
409 2/ join the tables:
410
411 * Create a join between the tables **sales **and **customers**: click the column **customer_id **in the **sales **table,** **and then, click the column **customer_id **in the **customers **table.
412 * Create a join between the tables **cars **and **sales**: click the column **car_id **in the **sales **table, and then click the column **car_id** in the **cars **table//.//
413 * Create a join between the tables **cars **and **car_categories**: click the column **car_category **in the **cars **table, and then click the column **category_id** in the **car_categories **table.
414 * Create a join between the tables **sales **and **employees**: click the column **employ_id **in the **sales **table, and then click the column **employe_id** in the **employees **table.
415 * Create a join between the tables **employees **and **firms**: click the column **firm_id** in the **employees **table, and then **click** the column **firm_id** in the **firms **table .
416
417 [[image:studio_guide_en_html_b2625cceb8689016.gif]]
418
419 //**Note** : When creating a join, the order in which you select the columns is important because it defines the direction of the join. If you want to change the direction of the join, right-click on the symbol of the join and select** Reverse**//
420
421 [[image:studio_guide_en_html_73acf11d6c79ef6e.gif]]
422
423 [[image:studio_guide_en_html_90e7ffd7aaf7301a.gif]]
424
425 [[image:studio_guide_en_html_5efc0fda83ee4b56.gif]]
426
427 === II.1.3 Extract data from a cognos portal ===
428
429 To get information on how to extract data from a cognos portal, refer to the documentation “//cognosconnector_technical_en.pdf// “
430
431 === II.1.4 Extract data from Business Objects XI portal ===
432
433 To get information on how to extract data from a Business Objects XI, refer to the documentation “bo//connector_technical_en.pdf”//
434
435 === II.1.5 Extract data from an OLAP query ===
436
437 * DigDash Enterprise allows you to extract data coming from OLAP database.
438 * In the flow pane, click the **data model** icon [[image:studio_guide_en_html_c933c17efc816aed.png]] . The **Chart dialog** box shows up. In the **Data source **section, click **Select**, then **New** and **OLAP query**.
439 * The dialog box **Load data from an OLAP query **is displayed.
440 * Enter the connection information:
441 * Select the driver in the drop-down list: Olap4j
442 * In the **OLAP URL **field, enter the URL of your database using the correct syntax (example: //jdbc:xmla:Server=http:~/~/localhost/olap/msmdpump.dll;Catalog=TestCatalog//).
443 * In the **User **field, enter the name to use when connecting to the database.
444 * In the **Password **field, enter the password to use when connecting to the database.
445 * Click **Test connection **to get the connection status (success or error). In case of an error, modify you connection settings.
446 * Enter you MDX query manually or use the MDX query helper to generate it.
447
448 ==== II.1.5.1 Write a MDX query manually ====
449
450 * You can directly enter your query in the **MDX query** field
451 * Click the **Preview **button to display the first fifty lines of the result. You can modify the number of lines displayed in the preview by updating the value in the **Maximum number of rows for previews** field.
452 * If you want to save your query, click the **Favorites **button below MDX. Select **Add to **favorites, then select the name of your query.
453
454 ==== II.1.5.2 Generate a MDX query using the MDX helper ====
455
456 • You can generate your MDX query graphically using the MDX wizard. To do this click **MDX Helper ...**.
457
458 ===== • The window Support for the creation of mdx query shows up, =====
459
460 * The first step is to select the cube that you want to query. In the available cubes list displayed at the top left of the window, select your cube. All measures and dimensions of the selected cube are displayed.
461 * The table displayed at the top left of the screen shows the available measures. Drag and drop the measures you want to use from this table to the table on the right.
462 * Available dimensions are displayed below available measures. Drag and drop the dimensions you want to use in your query from this table to the dimensions table on the right. You can then select the hierarchy and the level to analyze by selecting them respectively in the **Hierarchy **and **Level** drop down boxes.
463
464 [[image:studio_guide_en_html_fed9f37aa94f934b.png]]
465
466 * To apply filters on a dimension, click **Off > New....** The window **Edit filter** shows up. Choose the hierarchy and level you want to filter then select the members.
467
468 To add a filter on a dimension which is not displayed on an axis, click the **Filters **button. Click **Off <New... **on the line of the dimension you want to filter, then select the members you want to display.
469
470 * To modify properties of your axes, click the **Properties **button [[image:studio_guide_en_html_610628296f9978c1.png]] . The window **Axis parameters** shows up. You can choose to display the n top or n bottom values** **of a measure. The second line allows you to apply a sort on the axis.
471
472 [[image:studio_guide_en_html_c73ba9324c4c23c4.jpg]]
473
474 * When you have completed the selection of your dimensions, click **Next>**.The query generated by the MDX helper is displayed. At this stage you can still modify the query. Once you are done, click **Finish **to quit the MDX helper.
475
476 //**Note**: If you modify the MDX query generated by the wizard, changes will not be taken into account when you will come back to the MDX Helper.//
477
478 [[image:studio_guide_en_html_2e2404c2078faa37.gif]]
479
480 [[image:studio_guide_en_html_51af515952280c3b.gif]]
481
482 [[image:studio_guide_en_html_ebb5b7671e88c313.gif]]
483
484 === II.1.6 Mix data from several data sources (union) ===
485
486 With DigDash Enterprise, you can merge data coming from several data sources into a single data source.
487
488 * In the flow pane, click the **Data Model **icon [[image:studio_guide_en_html_c933c17efc816aed.png]] . The dialog box **Chart **is displayed. In the **Data source section**, click **Select**, then choose **Source Merger (union)...**
489 * The dialog box **Load and merge data from other data sources** shows up. Select the data sources you want to use by clicking the **add **button then by choosing **Existing **(in that case, select the data source in the list of existing data sources) or **New **(in that case, create a new data source).
490 * Dimensions and measures of each selected data source will be merged based on their name and type: if an object has the same name and type in the selected data sources, it will be considered as the same object and will appear only once in the result data source.
491 * Select the way you want to manage doubles by selecting one of the following options in the drop down box:
492 ** **No Exclusion**: This is the default value. Doubles will be kept.
493 ** **Deduplicate all**: Check the dimensions columns that will be used as keys to find out doubles. Only the first value of the key will be kept. All the doubles will be removed.
494 ** **Deduplicate all except those in first data source**: Check the dimensions columns that will be used as key to find out doubles. Doubles coming from the first data source are kept, those coming from other data sources are removed.
495 ** **Deduplicate all except those in the same data sources**: Check the dimensions columns that will be used as key to find out doubles. Doubles coming from the same data source are kept, those coming from other data sources are removed
496
497 * (((
498 :
499
500 (((
501 |(((
502 Example: Merge between 2 data sources: Source 1 based on sales1.xls and Source 2 based on sales2.xls.
503
504 File Sales1.xls :
505
506 :
507
508 (((
509 |**Date**|**Product**|**Unit price**|**Quantity**|**Total price**
510 )))
511
512 12/24/11 Ref2 32 11 352
513
514 12/24/11 Ref3 12 14 168
515
516 12/24/11 Ref5 10 6 60
517
518 12/24/11 Ref3 12 15 180
519
520 12/24/11 Ref2 32 24 768
521 )))
522 )))
523 )))
524
525 * (((
526 :
527
528 (((
529 |(% colspan="9" %)(((
530 File Sales2.xls :
531
532 :
533
534 (((
535 |**Date**|**Product**|**Unit price**|**Quantity**|**Total price**
536 )))
537
538 12/24/11 Ref2 32 6 192
539
540 12/24/11 Ref3 12 4 48
541
542 12/24/11 Ref6 18 6 108
543
544 12/24/11 Ref1 5 20 100 12/24/11 Ref4 40 23 920
545
546 12/24/11 Ref3 12 10 120
547
548 12/24/11 Ref7 10 3 30
549
550 12/24/11 Ref3 12 12 144
551
552 12/24/11 Ref2 32 23 736
553
554 12/24/11 Ref1 5 10 50
555
556 12/24/11 Ref4 40 7 280
557
558 * If you select Date and Product as key columns and choose the option **Deduplicate all**, only the first occurrence of each key value will be kept. The result will be:
559
560 :
561
562 (((
563 |**Date**|**Product**|**Unit price**|**Quantity**|**Total price**
564 )))
565
566 24/12/2011 Ref1 5 20 100
567
568 24/12/2011 Ref2 32 11 352
569
570 24/12/2011 Ref3 12 14 168
571
572 24/12/2011 Ref4 40 23 920 24/12/2011 Ref5 10 6 60 24/12/2011 Ref6 18 6 108
573
574 24/12/2011 Ref7 10 3 30
575
576 * If you select Date and Product as key columns and choose the option **Deduplicate all lines except those in first data source**, all occurrences of each key value will be kept except those of the first data source. The result will be:(((
577 |**Date**|**Product**|**Unit price**|**Quantity**|**Total price**
578 |24/12/2011|Ref1|5|20|100
579 |24/12/2011|Ref2|32|35|1120
580 |24/12/2011|Ref3|12|29|348
581 |24/12/2011|Ref4|40|23|920
582 |24/12/2011|Ref5|10|6|60
583 |24/12/2011|Ref6|18|6|108
584 |24/12/2011|Ref7|10|3|30
585 )))
586 * if you select Date and Product as key columns and choose the option **Deduplicate all lines except those in the same data source**, all occurrences of each key value will be kept except those coming from the same data source. The result will be:
587 )))
588 |(% rowspan="9" %) |**Date**|**Product**|**Unit price**| |**Quantity**|**Total price**|(% rowspan="9" %) |
589 |24/12/2011|Ref1| |5|30|150|
590 |24/12/2011|Ref2| |32|35|1120|
591 |24/12/2011|Ref3| |12|29|348|
592 |24/12/2011|Ref4| |40|30|1200|
593 |24/12/2011|Ref5| |10|6|60|
594 |24/12/2011|Ref6| |18|6|108|
595 |24/12/2011|Ref7| |10|3|30|
596 |(% colspan="3" %) |(% colspan="2" %) | |
597 )))
598 )))
599
600 === II.1.7 Mix data from several data sources (join) ===
601
602 With DigDash Enterprise, you can join data coming from several data sources into a new data source. Joining is done using one or more key dimensions.
603
604 * In the flow pane, click the **Data Model **icon [[image:studio_guide_en_html_c933c17efc816aed.png]] . The dialog box **Chart **is displayed. In the **Data source section**, click **Select**, then choose **Source Merger**
605
606 **(join)...**
607
608 * The dialog box **Load and combine data from other data sources** shows up. Select the data sources by clicking the **add **button then by choosing **Existing **(in that case, select the data source in the list of existing data sources) or **New **(in that case, create a new data source).
609 * In the **Key columns **table, check the dimension that will be used as key to join the data sources.
610 * Select the join mode in the drop down box**:**
611 ** **inner join**: Join will return rows where there is at least one match in all data sources.
612 ** **Outer join (first source)**: Outer joins return all rows of the first data source even if there is no matching rows in other data sources.
613
614 :
615
616 (((
617 |(((
618 __Exemple of join between two excel files :__
619
620 The first file contains customer information (customer.xls) and the second one sales done for those customers (sales.xls).
621
622 • Create a first data source customer using the file customer.xls:
623
624 |**CustomerID**|**FirstName LastName**|**Email**|**DOB**|**Phone**
625
626 1 John Smith John.Smith@yahoo.com 04/02/68 626 222-2222 2 Steven Goldfish goldfish@fishhere.net 04/04/74 323 455-4545 3 Paula Brow n pb@herow ndomain.org 05/24/78 416 323-3232
627
628 1. James Smith jim@supergig.co.uk 10/20/80 416 323-8888
629 1. Steven Cunningham steve.cunhingham@yahoo.com 11/04/69 480-10-2020
630
631 • Create a second data source sales using the file sales.xls:
632 )))
633 |(((
634 **CustomerID Date Sales amount**
635
636 1. 06/05/04 100.22 1 07/05/04 99.95 3 07/05/04 122.95
637 1. 05/13/04 100.22
638 1. 05/22/04 555.55
639
640 6 07/29/09 50
641
642 * Create a join between the 2 data sources: Click the icon **Data model**, then click **Select**, **New **and **Data source Merger (join)**.
643 * Add the data source “sales” then the data source “customer”.
644 * Select the key column “Customer ID”, then the join mode **Inner join**. Create a table based on this new data source. The result is as follows:(((
645 |**CustomerID**|**FirstName**|**LastName**|**Date**|**Sales amount**
646 |1|John|Smith|05/07/2004|99.95
647 |2|Steven|Goldfish|05/06/2004|100.22
648 |3|Paula|Brow n|05/07/2004|122.95
649 |3|Paula|Brow n|13/05/2004|100.22
650 |4|James|Smith|22/05/2004|555.55
651 )))
652 * Sales for customer 6 is not part of the result as there is no matching row in the customer table.
653 * Select the key column “customerID”, then the join mode **Outer join**. Create a table based on this new data source. The result is as follows:
654
655 * (((
656 :
657
658 (((
659 |**CustomerID**|**FirstName**|**LastName**|**Date**|**Sales amount**
660 |1|John|Smith|05/07/2004|100.0
661 |2|Steven|Goldfish|05/06/2004|100.2
662 |3|Paula|Brow n|05/07/2004|123.0
663 |3|Paula|Brow n|13/05/2004|100.2
664 |4|James|Smith|22/05/2004|555.6
665 |6| | |29/07/2009|50.0
666 )))
667 )))
668
669 This time, sales done for customer 6 is part of the result (it contains all rows of the sales table even if the customer ID is not in the customer file).
670 )))
671 )))
672
673 === II.1.8 Transform data from a data source ===
674
675 DigDash Enterprise lets you transform data from a data source. The data transformer offers several functions:
676
677 * __Compact data coming from the data source__: remove dimensions, measures, hierarchy levels or add filter on the original data source.
678 * __Translate data coming from the data source:__ use hierarchies levels of your original data source as dimensions of the transformed data source.
679
680 Example: On your original data source, create a hierarchy “country code” . This hierarchy has one level “Code” with values “FR” for France and “US” for United States. In the transformed data source, add the dimension “Country” and select the level “Code”. Codes will be directly usable as dimensions values of your transformed data source.
681
682 * __Concatenate dimensions__ : Group values of several dimensions in a single dimension (example: add the dimensions “customer ID” and “customer name” in one single dimension “customer ID-customer name”) .
683 * __Change the column types __: once you have selected your dimensions and measures, click **Next**. The **Data Source advanced configuration **dialog box opens up. Select the column, then the type in the **Type **drop down box.
684 * In the flow pane, click the **Data Model **icon [[image:studio_guide_en_html_c933c17efc816aed.png]] . The dialog box **Chart **opens up. In the **Data source **section, click **Select**, then choose **Source transformer**.
685 * The dialog box **Transform data from another data source** shows up. Select the data source you want to use by clicking the **Select **button then by choosing **Existing **(in that case, select the data source in the list of existing data sources) or **New **(in that case, create a new data source). The content of the data source is displayed.
686
687 [[image:studio_guide_en_html_f152064214774b6c.png]]
688
689 * Use drag and drop to remove measures or order them differently
690 * Use drag and drop to remove dimensions or reorder them. Place the dimensions you want to concatenate on the same column. If you want to use specific hierarchy levels, select them in the **hierarchy** and **Level** columns.
691
692 [[image:studio_guide_en_html_f714ae3620eea20b.png]]
693
694 * Click **Next**. The dialog box **Data source advanced configuration **shows up. Enter the name of the data source, then modify the columns parameters (name, type) if you want to.
695
696 [[image:studio_guide_en_html_aa8f2c59ede0582f.png]]
697
698 == II.2 Configure the data model ==
699
700 DigDash Enterprise Selects the columns properties automatically.
701
702 You can change these properties in the **Data source advanced configuration **dialog box showing up when clicking the **Next **button in the **Load data from...** dialog box
703
704 [[image:studio_guide_en_html_c567d27a8eb7bae.png]]
705
706 From this dialog box, you can modify the data source parameters:
707
708 * Change the data source name: type the name in the Name field,
709 * Modify the refresh frequency (by default, the data source is refreshed everyday at 8pm).
710 * Add a description to the data source
711 * Display data source revisions
712 * Define the cube processing mode: on the server or automatic (client or server depending on the cube size)
713 * Define data search options (used by Query Text)
714
715 You can also modify the column properties:
716
717 * Type
718 * Name
719 * Aggregation function
720 * Format
721 * Sort
722 * Time zone (for time dimensions)
723 * Caption
724 * Display and navigation properties
725 * Display or not of the column (in the visualization configuration dialog box)
726 * Category
727
728 You can create a hierarchy on a column, add an objective on a measure or create a derived measure.
729
730 === II.2.1 Modify the refresh frequency ===
731
732 By default, the data source is refreshed every day at 8PM. You can modify this refresh frequency or add a new refresh frequency.
733
734 To add a new refresh frequency, open the **Refresh frequency** tab, then click **Add** and select the refresh frequency.
735
736 To edit an existing schedule, select it then click the **Edit** button and choose the refresh frequency.
737
738 To get more information on schedule, refer to chapter “schedule refresh”
739
740 === II.2.2 Modify the column type ===
741
742 Select the column, then in the columns properties on the right, select the type you want to use in the drop-down list:
743
744 * **Dimension**: alphanumeric data used to analyze data (examples: City, Product,...) . If you use numeric value, indicate whether the dimension is continuous (you can create specific hierarchies on continuous dimensions)
745 * **Dimension (time)** : Date. Default hierarchies are created on time dimension to allow exploration of data by years or months.
746
747  The first hierarchy, “Date”, has three levels: “Day”, “Month” and “Year” (example: for the date “02/25/2011”, the day level will display 02/25/2011”, the month level “February” and the year level “2011”) l
748
749  The second hierarchy “Month Year” has four levels: “Day”, “Month”, “Quarter” and “Year” (example: for the date “02/25/2011”, the day level will display 02/25/2011”, the month level will display “February 2011”, the quarter level will display “Q1 2011” and the year level “2011”)
750
751  the third hierarchy “week Year” has two levels: “Week” and “Year”, (example: for the date “25/02/2011”, the week level displays “ 8-2011 “ and the year level “2011”)
752
753 * **Dimension (geographic)**: Geographic dimension (example : State) that can be used in map charts. A geographic hierarchy with levels “State”, “Country” and “Continent” is automatically created on those dimensions.
754 * **Measure**: Numeric data measuring a number or a quantity. Measures are automatically aggregated by dimensions used as analysis axes (examples :
755
756 Turnover , Margin,...)
757
758 //Notes ~://
759
760 * //You can modify the type of several columns at once. To do so, select the columns, then choose the desired type.//
761 * //DigDash Enterprise shows dimensions with a blue cube//[[image:studio_guide_en_html_63cd74e9fc02d094.png]] //and measures with an orange cube //[[image:studio_guide_en_html_f365e02f164580a4.png]] // //
762
763 === II.2.3 Modify the column identifier ===
764
765 Select the column, then type the name in the **identifier:** field.
766
767 By default, this identifier is used as the dimension name.
768
769 Use the multilingual edition [[image:studio_guide_en_html_445ea7218f3f3ff0.jpg]] to translate the column name in different languages. In that case, the column name displayed depends on the language of the user.
770
771 Note: if you change the identifier of a column, it will be removed from all the flows using it (which can result in making flows invalid). If you want to rename a dimension without impacting the flows, modify its label from the multilingual edition.
772
773 === II.2.4 Modify the aggregation function of a measure ===
774
775 By default, the aggregation function used for a measure is the sum. To modify it, select the measure, then choose the aggregation function in the drop-down list: Average, Min, Max or Running sum (running sum of the measure values).
776
777 The function will be used to aggregate measure value on the dimensions axes.
778
779 === II.2.5 Modify the column format ===
780
781 You can modify measure and dimension (time) formats.
782
783 Select the format you want to use it in the drop down box besides Format: or edit the format by clicking the edit** **button. The dialog box **Format editor **shows up.
784
785 Select the format you want to use or create a new format (see chapter “Format data”).
786
787 === II.2.6 Sort a column ===
788
789 Select the dimension, then choose the sort type in the drop down box **Sort:**
790
791 Alphabetic, Numeric (choose this sort type to sort time dimensions) or Manual...
792
793 If you select Manual, the dialog box **Sort root members on dimension **shows up. Drag and drop the items at the correct position or use the move up [[image:studio_guide_en_html_3d7bed869b99d48c.png]] and move down [[image:studio_guide_en_html_c61a3ef9b55a59ae.png]] icons
794
795 === II.2.7 Modify the time zone ===
796
797 You can modify the time zone of time dimensions by specifying the time zone of the data source (first drop down box) and the time zone in which you want to display the date (second drop down box).
798
799 === II.2.8 Add a caption ===
800
801 You can add a caption to a column. In that case, values of the caption will be displayed instead of values of the column. For example, if you add a caption B on a dimension A, then display the dimension A in a chart, the values of the caption B will be displayed. You must have a relation 1-1 between the dimension and the caption. It can be used for example to set a caption on numeric dimensions.
802
803 === II.2.9 Modify display and navigation parameters ===
804
805 * If you don't want to display a dimension in the interactive filters bar, clear the **Display **box. This property will be used by default on all information flow using the dimension. It is then possible to modify it in the information flow itself.
806
807 [[image:studio_guide_en_html_c8405f9581893f1.jpg]]
808
809 * If you don't want to navigate on a dimension, clear the **Navigation **box.
810
811 === II.2.10 .Hide/Show a column ===
812
813 Right click a column, then select **Show/hide **to hide the columns that you don't want to use in your charts (hidden columns are not displayed in the configuration of the visualization).
814
815 These measures are still visible in the Data Source (you can for example hide measure that are only used to create derived measures)
816
817 === II.2.11 Assign to a category ===
818
819 Right click the column, then select **Assign to category**. Choose **New... **to create a new category or select an existing category.** **
820
821 === II.2.12 Create a hierarchy on a column ===
822
823 You can create hierarchies on dimensions to allow exploration of data by hierarchy levels.
824
825 On a time dimension, three date hierarchies are automatically created: “Date//”// “Month Year//” and “//Week Year//”//. Date and Month Year hierarchies have three levels: day, month and year. Use the “Date//” //hierarchy to display the months with the month name only (January, February,...) . Use the “Month Year” to display the months with the month and year name (Jan 2010).
826
827 [[image:studio_guide_en_html_903e6f26e601f53e.gif]]
828
829 To create a hierarchy, select the column then click **Add **under **hierarchies**. Depending of the dimension you select (discrete or continuous), you can create different types of hierarchies.
830
831 ==== II.2.12.1 Create a hierarchy on discrete dimensions ====
832
833 You can create three types of hierarchy on discrete dimensions:
834
835 * **Automatic**: hierarchy levels are based on dimensions of your data model
836 * **Manual**: hierarchies levels are created by selecting values for each level manually.
837 * **Drill path**: define the navigation path between the dimensions of your data models.
838
839 If your dimension contains geographic values, you can also create geographic hierarchies.
840
841 __Create an automatic hierarchy:__
842
843 In the **Hierarchies** section, click **add **then **Automatic grouping**.
844
845 The default hierarchy name is group0. You can rename it by entering a new name in the **group **field.
846
847 The path of the hierarchy is displayed in the **Complete path **field. Each hierarchy level is separated from the following one by a /. The column on which you create the hierarchy is the first level of the hierarchy. You must select the columns to use for the following levels in the drop-down lists available for each level.
848
849 Following options are advanced settings of the hierarchy:
850
851 * For undefined groups, you can either choose to rename or ignore them. You can also balance the hierarchy. The default option is to rename undefined groups as “other”. You can change this label by clicking the **Edit... **button then updating the translation. You can also select one of the 2 other options: **Handle un-balanced hierarchy **or **ignore undefined groups**.
852 * By default, the hierarchy is simple. It means that each element has only oneparent (example: a country belongs to only one continent). If you want to use a multiple hierarchy (an element can have several parents), clear the **Simplify hierarchy **box.
853
854 [[image:studio_guide_en_html_763a5bd8fa08690.jpg]]
855
856 __Create a manual hierarchy:__
857
858 In the hierarchies section, click **Add **then **Manual grouping**. The **Group editor **dialog box shows up.
859
860 * The name of the hierarchy is Group0. You can rename it by entering the new name in the **group** field. A first level called level0 contains all the column values. You can rename this level by entering a name in the **Current level **field.
861 * To add a new hierarchy level click the **Add level **button and enter the hierarchy level name.
862 * To remove a level, select it in the path then click the **Remove level **button. Selected level as well as following levels are removed.
863 * To add a member in the selected level, click the **Add **button at the bottom left of the dialog box and enter the member name. Check the values that you want to add to this hierarchy member (in the list of values displayed on the right). Click the next page [[image:studio_guide_en_html_afebbb689099fa76.jpg]] and previous page [[image:studio_guide_en_html_99e9e033bffb9f0f.jpg]] icons to display following or previous value.
864 * To create one group for each member of the dimension, click **Tools**, then **Assign one member per group**.
865 * To assign all members which are not part of a group to a specific group, select the group, then choose **Tools-Assign unselected members to the selected group**
866 * To remove some groups of a hierarchy level, select them, then click the **Remove **button or right click and select **Delete**.
867 * To remove some members of a group, select the group then clear the boxes of the members you want to remove from the group. If you want to remove all members of a group, right-click the group, then select **Remove all members**.
868 * To rename a group, click F2 or right-click the group and choose **Rename**.
869 * To translate a group name, select the group, right click and choose **Multilanguage edition**. Enter the name for each language.
870 * To modify sort used on groups (by default, the sort used is the sort of the dimension), click **Inherited from **button, then choose alphabetic, Numeric or Manual. If you select Manual, drag and drop groups at the correct position.
871
872 __Create a drill path:__
873
874 In the **Hierarchies **section, click **Add** then **Drill path**. The **Drill path editor **opens up.
875
876 * Enter the drill path name.
877 * The path is displayed in the **Complete path **field. Each level is set on a different line and is made of a dimension and possibly its hierarchy level.
878 * The column on which you create the drill path is the first level of the drill path and is displayed on the first line.
879 * To add the second level, unfold the drop-down box on the second line then select the dimension to use. If a hierarchy is available, a drop-down box **Hierarchy **is displayed besides the dimension name. Select one if you want to.
880 * Do the same for the following levels:
881
882 [[image:studio_guide_en_html_2566600d2c15dbd7.jpg]]
883
884 ==== II.2.12.2 Create a hierarchy on continuous dimensions ====
885
886 You can create hierarchies (calculated or explicit) or drill paths on continuous dimensions.
887
888 __Create a hierarchy__:
889
890 Click **Add **then **Hierarchy**. The dialog box **Grouping for continuous dimension **shows up. This dialog box contains two tabs: **New Hierarchy **and **Shared hierarchies**. To create a new hierarchy, select the type of hierarchy (explicit ot calculated), then enter the values of the hierarchy (for more information, refer to section **Add a hierarchy **in the paragraph **Hierarchy manager**).
891
892 [[image:studio_guide_en_html_caa79a6017e35190.jpg]]
893
894 You can share the hierarchy. In that case, the hierarchy can be used on every dimension and all data models.
895
896 If you want this hierarchy to be automatically added to all the new time dimensions, check the box **Add to all upcoming time dimensions**.
897
898 If you want to use a shared hierarchy, open the **Shared hierarchies **tab, then select the hierarchy in the dictionary.
899
900 === II.2.13 .Create a target on a measure ===
901
902 You can define targets on measures. These targets can be used in charts like gauges or indicators for example.
903
904 To create a target on a measure, select the measure, then in the **Target **section, click the **Add **button.
905
906 The **Target definition **dialog box is displayed.
907
908 * Enter the name of the target in the **Target **field.
909 * In the definition section, enter the main parameters of the target:
910 ** Select the target type in the **Good when **drop-down list: Increasing , Decreasing or stable
911 ** Enter the difference that you consider acceptable (**Acceptable **field) and bad (**Bad **field) between the value and the target. These values can be percentages or added values.
912 ** Select the colors that you want to use for each area. By default, green is used for values greater or equal to the target, yellow for acceptable values and red for bad values.
913
914 In the **Allocation **section, select the type of allocation you want to use:
915
916 * **Automatic**: the target is shared equally between all members of the dimension (example: the target of your turnover is 10 million dollars. This target is equally shared on each branch of your company. If you have 10 branches, each branch has to reach 10% of the target).
917 * **Manual:** define manually the distribution of the target between each member of the dimension (in percentage)
918 * **Ignore**: the target is the one you have defined initially and is not shared between dimension members (example: on time dimensions, the target is the same regardless of the date).** **
919
920 In the **Target over time **section, select the evolution type:
921
922 * **Fix**: If your target is fixed, select **Fix **then enter the target value.
923 * **Measure**: if your target is defined by a measure value, select **Measure**, then select the measure.
924
925 :
926
927 (((
928 |(((
929 Example: You want to create a target of 3 Millions on your turnover . You consider acceptable a difference of 5% compare to the target and you consider bad a difference of 10% compare to the target.
930
931 • In the definition section, select **Good when **Increasing.
932 )))
933 )))
934
935 [[image:studio_guide_en_html_1c302faf90f40e78.gif]]
936
937 === II.2.14 Create a derived measure ===
938
939 You can create measures based on existing measures or dimensions.
940
941 These new measures can use variables that can be changed in the dashboard.
942
943 Click the **Add **button besides **Derived measure:**. The dialog box **Derived measure **shows up.
944
945 [[image:studio_guide_en_html_7c8c03e3517d07ec.jpg]]
946
947 Enter the name and the formula (in JavaScript) of the measure.
948
949 * __Add a measure in your formula:__ typing the first letters of your measures in the formula field displays all the corresponding measures. You can also click **Add measure **then select the measure that you want to use. “Measure(sum)” is added to the formula. Sum is the default aggregation function used for a measure. You can modify this function by clicking “Sum”**  **then by selecting the function you want to use (Average, Min, Max,Axis Running sum) in the **Associated measure **dialog box.
950
951 You can also add parameters to the selected measures (filters, exploration levels,...) to the selected measure. To do so, click the measure. The dialog box **Associated Measure **shows up.
952
953 [[image:studio_guide_en_html_774302fb4b5aea48.jpg]]
954
955 In this dialog box, you can specify parameters to use for each dimension.
956
957 * **Navigation**: if you don't want to activate navigation on a dimension (and get the overall value of the measure for this dimension), add the dimension to the table on the right, then clear the **Navigation **box.
958
959 __Example :__
960
961 You want to create a measure calculating the percentage of the communication costs for each department compare to the value for all departments:
962
963 [[image:studio_guide_en_html_46653f6630993f44.gif]]
964
965 * **Filter**: to add filter on a dimension, add the dimension, then click “Off” in the filter column. Enter the filter values after selecting the filter type:
966 ** **Elements : **select the values manually,
967 ** **Min/Max : **only available on date dimensions. Enter minimum and maximum values used for the date,
968 ** **Rule : **describe the rule to follow for the filter
969 ** **Function **: only available on date dimensions. The minimum and maximum functions define limit values of the date. They are stored in a function dictionary and can be reused. Select one of the existing JavaScript functions or use your own functions.
970
971 [[image:studio_guide_en_html_b52c5ed7a1e8a101.gif]]
972
973 :
974
975 (((
976 |(((
977 if you want to use a minimum and a maximum based on the current year (and not a fixed year), you can use the following Minimum and Maximum functions : minimum = return new Date(new Date().getFullYear()-1 , 0,
978
979 1).getTime()/1000
980
981 maximum = return new Date(new Date().getFullYear()-1 , new
982
983 Date().getMonth(), new Date().getDate()).getTime()/1000 )
984 )))
985 )))
986
987 * **Transformer: **a transformer allows you to transform a filter used on a chart. This can be used to follow an evolution for example (from Year N-1 to Year N or from month N-1 to Month N). To add a transformer on a dimension, add the dimension, then click **Off **in the transformer column. The dialog box **Edit transformer for dimension **shows up. Select an existing JavaScript function or create a new one.
988
989 [[image:studio_guide_en_html_2cd1631ec7a1fe4f.gif]]
990
991 * **Exploration level**: enter the hierarchy level to use compare to the one used in the visualization. You can select levels between +1 to +10: +1 is the parent level, +2 means two levels above the current selection,.... For example, if you use a date dimension which has a “month year” hierarchy (with levels “Day”, “Month”, “Quarter” and “Year”): If you display values using “Day” level, a derived measure displaying Date with level +1 will return values for the month level (if you select +2, it will return values for the quarter level,...) .
992
993 [[image:studio_guide_en_html_e08644b7f955835c.gif]]
994
995 * __Add a dimension to your formula:__ typing the first letters of your dimensions in the formula field displays all the corresponding dimensions. You can also click **Add dimension **then select the dimension you want to use. “Dimension (dcount)”// //is added to your formula. Dcount calculates the count distinct of your dimension values. If you click the dimension, the dialog box **Associated measure **shows up. From this dialog box, you can change the aggregation function to use **Dmember**. DMember returns the dimension value.
996 * __Add a variable to your formula:__ typing the first letters of your variables names in the formula field displays all the corresponding variables. You can also click **Add a variable **to add a new variable**.**
997 ** Enter the **name**,** **
998
999 ==== ➢ Enter the default value, ====
1000
1001 * select the type of variable you want to use:
1002 ** **Calculated: **define a range of values that can be used for the variable. Define the **Minimum **and **Maximum **values (give the same value for the minimum and maximum if you don't want to use a maximum and a minimum) and an increment value.
1003 ** **Explicit:** define all possibles values for your variable. Enter each value and its name.
1004 ** **Manual:** Enter the default value only. User will manually enter the value in the dashboard.
1005 * select the variable format
1006
1007 * (((
1008 :
1009
1010 (((
1011 |(((
1012 __Example :__
1013
1014 You want to create a measure Turnover_Euro which converts a turnover in $ (Turnover_dollar) in €. This measure is based on a variable which is the dollar exchange rate. The formula you want to use is Turnover_Euro
1015
1016 ~= Turnover_Dollar * Dollar exchange rate
1017
1018 * Click **Add **besides **Derived measure**
1019 * Enter “Turnover_Euro” in the **measure name** field
1020 * Click the **Measure** button, then select “Turnover_Dollar”. “Turnover_Dollar(sum)” is inserted in the formula
1021 * Type * in the Formula.
1022 * Click **Add a variable** to define your “Dollar exchange rate” variable:
1023 ** Name = Dollar exchange rate
1024 ** Type = Calculated
1025 ** Default value =0.70
1026 ** Minimum = 0 ➢ Maximum = 2
1027 ** Increment = 0.1
1028 )))
1029 )))
1030 )))
1031
1032 [[image:studio_guide_en_html_c527eca0a35611c8.gif]]
1033
1034 === II.2.15 Add a description to the data source ===
1035
1036 In the first tab, **Description**, click the multilingual edition icon [[image:studio_guide_en_html_d11459b2036d0398.jpg]] then enter the description for each language.
1037
1038 === II.2.16 Display data source revisions ===
1039
1040 Open the **Revisions** tab to display all versions of the data source. Comments entered for each revision are displayed. Each time you modify the data source, you are asked to enter a comment. If you do so, a new revision will be added. If you don't want to enter comments when you modify the data source, clear the **Prompt for a comment when saving **box.
1041
1042 === II.2.17 . Modify indexation options ===
1043
1044 Indexing data model allow you to use them in text query (refer dashboard_editor_guide_en.pdf for more information).
1045
1046 To modify indexing options, open the **Advanced **tab then choose one of the three different options:
1047
1048 * **Automatic** (default value): only the models used by flows will be indexed.
1049
1050 Data models that are not used directly by a flow won't be indexed
1051
1052 (intermediate models used to build other models)
1053
1054 * **Always**: data model will be indexed even if it is not used directly by a flow
1055 * **Never**: data model won't be indexed even if it is used directly by a flow
1056
1057 === II.2.18 .Modify the cube processing mode ===
1058
1059 The cube can be processed on the client or the server (depending on the number of
1060
1061 lines in the cube as defined by parameters LARGE_ROW_LIMIT and SMALL_ROW_LIMIT in the server settings page) .
1062
1063 If you want to process your cube on the server, open the **Advanced **tab then select **Always on server** in **Cube Processing mode**.
1064
1065 == II.3 Select a visualization ==
1066
1067 Once you have selected a data source, you must select a graphical representation.
1068
1069 In the **Chart dialog** box “No configuration”// //is displayed in the **Visualization **section.
1070
1071 Click **Visual wizard... **or **Axes editor (advanced) **to select a chart type.
1072
1073 [[image:studio_guide_en_html_5b9f6572fc666080.jpg]]
1074
1075 The visual wizard shows axes in a visual way and automatically displays the resulting chart after each modification.
1076
1077 [[image:studio_guide_en_html_5c791c7606f0c9f5.jpg]]
1078
1079 The axes editor is designed for users knowing DigDash Enterprise. Data must be added on each axis but the resulting chart is not displayed until you click the **Preview **button. Building a chart using axes editor can be quicker than with the visual wizard as the chart is not updated each time you modify it.
1080
1081 [[image:studio_guide_en_html_37015d281d1c2f99.jpg]]
1082
1083 === II.3.1 Select the chart type ===
1084
1085 DigDash Enterprise offers a wild range of charts types: bar, columns, gauges, lines, maps, pies,.... Depending on your data and the analysis you want to perform, you can pick up the one that best suits your needs.
1086
1087 Charts type are grouped in different categories according to their usage:
1088
1089 * __Compare__: compare charts are used for data comparison
1090 * __Maps__: maps charts are used to visualize data in geographic map
1091 * __Performance__: performance charts are used to visualize achievement of a measure compare to a target
1092 * __Tables__: table charts are used to visualize data in rows and columns
1093
1094 [[image:studio_guide_en_html_c0d84f2d0b35535e.jpg]]
1095
1096 //Note: //Depending on your data, some charts might not be available. For example, if you don't have any measure in your data source, you won't be able to select charts in which measures are mandatory (performance charts for example).
1097
1098 You will find below a description of available charts.
1099
1100 ==== II.3.1.1 Arrow Indicator [[image:studio_guide_en_html_72a144bf3fb34c67.png]] ====
1101
1102 __Description__:
1103
1104 An arrow indicator is used to compare a measure with a goal and visualize its trend (2^^nd^^ measure as a percentage) __Usage__:
1105
1106 * Drag and drop the measure along the measure axis.
1107 * Select the measure target:
1108 ** if you use the axes editor, select the target in the drop down list of the target column (you must have defined your target in the data source first.)
1109 ** if you use the visual wizard, right click the measure, then choose **Select target **and the objective.
1110 * Select a second measure representing the trend of the measure (as a percentage)
1111
1112 The color of the arrow represents the behavior of the measure compare to the target (by default, green means good, yellow means acceptable and red means bad).
1113
1114 The arrow direction (up, down or flat) shows the trend. The value displayed besides the arrow is the values of the trend.
1115
1116 //Note//: you must have at least two measures to use this chart
1117
1118 __Example:__
1119
1120 Indicator showing that the value of the measure is good compare to the target. The trend is increasing and its value is 10.3%:
1121
1122 [[image:studio_guide_en_html_c28185b2f3021fd1.png]]
1123
1124 ==== II.3.1.2 Bar [[image:studio_guide_en_html_ba6ba5f3d985b6a7.png]] ====
1125
1126 __Description__:
1127
1128 A bar chart is used to compare items.
1129
1130 __Usage__:
1131
1132 * If you use the axes editor, add the measures on the measures table, then select the measure axis in the drop down list under the table. If you use the visual wizard, add directly the measures on the desired axis:
1133 ** **Stacking **(default axis)** : **Values of each measure are displayed side by side on a same bar.
1134
1135 [[image:studio_guide_en_html_2a28a51a31ef059f.jpg]]
1136
1137 *
1138 ** **Bar**: Each measure is displayed on a different bar. Bars are displayed one below the other, horizontally:
1139
1140 [[image:studio_guide_en_html_85331f667f805a37.jpg]]
1141
1142 *
1143 ** **Grouping:** Each value of the measure is a different group on the Y axis:
1144
1145 [[image:studio_guide_en_html_f0c8f3e572af8c5a.jpg]]
1146
1147 * Drag and drop the dimensions on the desired axis
1148 ** stacking, bar and grouping: see the description above.
1149 ** Multiplier: the chart will be replicated for each value of the dimension: example: year is set on multiplier axis, so one chart is displayed for each year
1150
1151 [[image:studio_guide_en_html_4f86deaf4b41f61f.png]]
1152
1153 //Note//: you must have at least one measure to use this chart
1154
1155 ==== II.3.1.3 Bubbles [[image:studio_guide_en_html_cbcf193c28229a50.png]] ====
1156
1157 __Description__:
1158
1159 This diagram shows the correlation between three sets of values. The first two ones are used as X and Y axes.
1160
1161 The third value determines the size of the bubble marker.
1162
1163 __Usage__:
1164
1165 * Add the 3 measure you want to display: one along the X horizontal axis, one along the Y vertical axis and the last one representing the size of the bubble.
1166
1167 If you use the axes editor, the selection of X, Y and size is done using the dropdown lists at the left of the measures names.
1168
1169 If you use the visual wizard, drag and drop the measures on the X,Y and size axes.
1170
1171 * Drag and drop the dimension that you want to display on the bubbles axis
1172 * You can add a dimension on the multiplier axis: the chart will be replicated for each value of the dimension __Example__:
1173
1174 [[image:studio_guide_en_html_888514a5a1cd8101.png]]
1175
1176 //Note//: you must have at least three measures to use this chart
1177
1178 ==== II.3.1.4 Cloud text [[image:studio_guide_en_html_5971603ebac1f64b.png]] ====
1179
1180 __Description__:
1181
1182 A cloud text is used to represent measures values in a visual way. The cloud gives the largest font sizes to the dimensions values that have the highest measures values __Usage__:
1183
1184 * Drag and drop the measure in the measure axis.
1185 * Drag and drop the dimension in the Words axis
1186
1187 //Note//: you must have at least one measure and one dimension to use this chart
1188
1189 __Example:__
1190
1191 Cloud text showing the cost by department:
1192
1193 [[image:studio_guide_en_html_433aa63818fe00ea.jpg]]
1194
1195 ==== II.3.1.5 Column and column plus line [[image:studio_guide_en_html_f2c6a6b710a112d1.png]] ====
1196
1197 __Description__:
1198
1199 A column chart is used to show changes over time.
1200
1201 __Usage__:
1202
1203 * Add the measures on the measures axis (if you use the axes editor, you must select the measures axis in the drop-down list displayed under the measures table):
1204 ** **Stacking **(default axis)** : **Values of each measure are displayed one over the other on a same column.
1205
1206 [[image:studio_guide_en_html_629b65f42a7c9257.jpg]]
1207
1208 If you want to display some measures on columns and other on lines. Edit
1209
1210 the Stacking axis properties by clicking the properties icon [[image:studio_guide_en_html_610628296f9978c1.png]] . Click the **Show members **link, then select the measures you want to display as line.
1211
1212 If you want to display your measures on two different scales, check the measure that you want to **display to the right**.
1213
1214 [[image:studio_guide_en_html_652d46f9499f3d3f.jpg]]
1215
1216 The chart displayed is as follows:
1217
1218 [[image:studio_guide_en_html_27430017c1c4283c.jpg]]
1219
1220 *
1221 ** **Column**: Each measure is displayed on a different column. Columns are displayed one besides the other, vertically:
1222
1223 [[image:studio_guide_en_html_da75bcb3dec66d63.jpg]]
1224
1225 *
1226 ** **Grouping**: Each value of the measure is a different group on the X axis:
1227
1228 [[image:studio_guide_en_html_4db9f96c96c4c1de.jpg]]
1229
1230 * Drag and drop the dimensions that you want to display on the appropriate axis ➢ stacking, bar and grouping: see the description above.
1231 ** Multiplier: the chart will be replicated for each value of the dimension: example: if you set year on multiplier axis, one chart will be displayed for each year
1232
1233 //Note: //you must have at least one measure and one dimension to use this chart
1234
1235 ===== II.3.1.6 Cross table [[image:studio_guide_en_html_ae947064510adb5a.png]] =====
1236
1237 __Description__:
1238
1239 A cross chart is used to show data in columns and rows.
1240
1241 __Usage__:
1242
1243 * Add the measures on the desired axis:
1244 ** if you use the axes editor, add the measures in the measures table then select the measures axis in the drop-down list (column or row )
1245 ** if you use the visual wizard, drag and drop the measures in the desired axis (column or row )
1246 * Drag and drop the dimensions in column and lines axes: you must add at least one dimension on the line axis and one dimension on the column axis. //Note//: you must have at least one measure and two dimensions to use this chart
1247
1248 __Example__:
1249
1250 Chart showing a “Turnover” ( on column2) per “quarter” ( on column 1) and “product family” (on row 1).
1251
1252 [[image:studio_guide_en_html_4fa1e51e7822e00d.jpg]]
1253
1254 ==== II.3.1.7 Energy Bar [[image:studio_guide_en_html_1f9dea3a5ae7bfe7.png]] ====
1255
1256 __Description__:
1257
1258 Energy bars are used to compare a measure with a goal and give a score between A and G.
1259
1260 __Usage__:
1261
1262 Add the measure you want to display on the measure axis then select the target:
1263
1264 * If you use the visual wizard, right click the measure and then choose **Select a target **and select your objective.
1265 * If you use the axes editor, select the target in the **Target **column. __Example__:
1266
1267 [[image:studio_guide_en_html_261a29d88b48ea2f.png]]
1268
1269 //Note//: you must have at least one measure to use this chart
1270
1271 ==== II.3.1.8 Gauge [[image:studio_guide_en_html_e54bafd4fe24d69f.png]] ====
1272
1273 __Description__:
1274
1275 A gauge is used to compare a measure with a goal __Usage__:
1276
1277 * Drag and drop the measure along the measure axis.
1278 * Select the measure target:
1279 ** if you use the axes editor, select the target in the drop down list of the target column (you must have defined your target in the data source first.)
1280 ** if you use the visual wizard, right click the measure, then choose **Select target **then choose the objective.
1281 * Select the gauge type in the drop down list in the visualization type tool bar (from gauge 1 to gauge 6)
1282
1283 //Note//: you must have at least one measure to use this chart
1284
1285 __Example:__
1286
1287 Value of the measure is 149K which is greater than the target value:148K
1288
1289 [[image:studio_guide_en_html_9647c0977a24486b.jpg]]
1290
1291 ===== II.3.1.9 HTML report [[image:studio_guide_en_html_a13d570dab065995.png]] =====
1292
1293 __Description__:
1294
1295 HTML report shows data based on an HTML template.
1296
1297 __Usage__:
1298
1299 * Drag and drop the measures on the measures axis
1300 * Drag and drop the dimensions in column axes
1301 * Edit the HTML template by clicking **Parameters/Extra Configuration**. This template must have an item whose class is row_template
1302
1303 ==== II.3.1.10 Indicator [[image:studio_guide_en_html_1114e75824131359.png]] ====
1304
1305 __Description__:
1306
1307 An indicator is used to compare a measure with a goal __Usage__:
1308
1309 * Drag and drop the measure on the measure axis.
1310 * Select the measure target:
1311 ** if you use the axes editor, select the target in the drop down list of the target column (you must have defined your target in the data source first.)
1312 ** if you use the visual wizard, right click the measure, then choose **Select target **then choose the objective.
1313 * You can select a second measure representing the trend of the measure (the trend can be positive if the trend is good, negative if the trend is bad or null)
1314
1315 The color of the indicator represents the behavior of the measure compare to the target (by default, green means good, yellow means acceptable and red means bad).
1316
1317 If you have selected a trend, it will be represented by an icon (up arrow, down arrow or equal).
1318
1319 //Note//: you must have at least one measure to use this chart
1320
1321 __Example:__
1322
1323 Indicator showing that the value of the measure is good compare to the target:
1324
1325 [[image:studio_guide_en_html_ede56a1d51abe7e5.png]]
1326
1327 Indicator showing that the value of the measure is bad compare to the target. The trend is increasing:
1328
1329 [[image:studio_guide_en_html_713efe15b10333ff.jpg]]
1330
1331 ===== II.3.1.11 Lines [[image:studio_guide_en_html_10cffe8ddd41d519.png]] =====
1332
1333 __Description__:
1334
1335 A line chart is used to compare several trends of data __Usage__:
1336
1337 * If you use the axes editor, drag and drop the measures in the measures table then select the measures axis in the drop down list.
1338 * If you use the visual wizard, drag and drop the measures directly on the desired axis:
1339 ** **Lines** (default axis): Each measure is displayed on a different line:
1340
1341 [[image:studio_guide_en_html_6e4e7b0fcad247a4.jpg]]
1342
1343 *
1344 ** **X** : Each value of the measure is displayed on the horizontal X axis:
1345
1346 [[image:studio_guide_en_html_aa7a0d92620dcdab.png]]
1347
1348 * Drag and drop the dimensions that you want to display on the appropriate axes (see the axes description above)
1349
1350 //Note//: you must have at least one measure and one dimension to use this chart
1351
1352 ===== II.3.1.12 Maps [[image:studio_guide_en_html_bd16ca740fba1515.png]] =====
1353
1354 __Description__:
1355
1356 A map is used to compare components in a geographic dimension
1357
1358 __Usage__:
1359
1360 * Drag and drop the measure in the measures axis.
1361 * Drag and drop a geographic dimension on the geography axis (example: state).
1362
1363 Note: if you don't use a geographic dimension, Open the **Parameters – Extra configuration **dialog box and select the values to use for each level till the level you want to use. For example, if you want to use the state level, select values for World, Continent, Country and State. You can either select a fixed value for the level (for example, for the continent level, in the **selection **column, select //Preselection//, then in the value column, select America//)// or select a level of a hierarchy you have created (See chapter //create a hierarchy on a column//). To do so, select the hierarchy level in the **selection **column.
1364
1365 __Example__:
1366
1367 [[image:studio_guide_en_html_f4107644d850d866.jpg]]
1368
1369 //Note//: you must have at least one measure and one dimension to use this chart
1370
1371 ===== II.3.1.13 Maps flow [[image:studio_guide_en_html_9615f17b41bd5453.png]] =====
1372
1373 __Description__:
1374
1375 A map flow is used to present links from source to destination on map __Usage__:
1376
1377 * Drag and drop the measure in the measures axis.
1378 * Drag and drop a geographic dimension on the geography source axis (example: departure state).
1379 * Drag and drop a geographic dimension on the geography destination axis (example: destination state).
1380
1381 Note: if you don't use the first level of the hierarchy, open the **Parameters – Extra configuration **dialog box and select the values to use for each level till the level you want to use. For example, if you want to use the state level, select values for Continent and Country. You can either select a fixed value for the level (for example, for the continent level, in the **selection **column, select //Preselection//, then in the value column, select America//)// or select a level of a hierarchy you have created (See chapter //create a hierarchy on a column//). To do so, select the hierarchy level in the **selection **column.
1382
1383 __Example__:
1384
1385 [[image:studio_guide_en_html_a78049214c33f567.jpg]]
1386
1387 //Note//: you must have at least one measure and two dimensions to use this chart. One dimension must represent the source area and the other the destination area.
1388
1389 ===== II.3.1.14 OLAP table [[image:studio_guide_en_html_b1ea26f8db8a66b3.png]] =====
1390
1391 __Description__:
1392
1393 An OLAP chart is used to show data in columns and rows. A dimension is used to filter data.
1394
1395 __Usage__:
1396
1397 * Add the measures on the desired axis:
1398 ** if you use the axes editor, add the measures in the measures table then select the measures axis in the drop-down list (column or row )
1399 ** if you use the visual wizard, drag and drop the measures in the desired axis (column or row )
1400 * Drag and drop the dimensions in column and row axes: you must add at least one dimension on the row axis and one dimension on the column axis.
1401 * Drag and drop a dimension on the filter axis
1402
1403 When displaying the OLAP chart, you can:
1404
1405 * Filter the values of the dimension set on the filter axis by selecting values in a drop down list (Example: select Area “New York” for the are dimension set as filter)
1406 * Modify the filter axis: right click the dimension you want to filter, then select **Filter Dimension**.
1407
1408 //Note//: you must have at least one measure and three dimensions to use this chart __Example__:
1409
1410 Chart showing a “cost” (set on column2) per “quarter” (set on column 1) and “departments” (on row 1) in the company. The dimension “Area” has been set on the filter axis. You can select values to filter by clicking the arrow besides “Area”, then selecting values
1411
1412 [[image:studio_guide_en_html_c7fe20121bc4b130.png]]
1413
1414 ===== II.3.1.15 Pie [[image:studio_guide_en_html_a0a8a498fda8336d.png]] =====
1415
1416 __Description__:
1417
1418 A pie chart is used to compare components.
1419
1420 __Usage__:
1421
1422 * Drag and drop the measures on the measures axis
1423 * Drag and drop the dimension on the sector axis (optional as a pie chart can be made of measures only)
1424
1425 //Note//: you must have at least one measure to use this chart
1426
1427 __Example__:
1428
1429 Chart showing a cost for 3 types of line: ”Mobile”, “Land” and “VoIP”
1430
1431 [[image:studio_guide_en_html_c5a706d1a762cd34.jpg]]
1432
1433 ==== II.3.1.16 Progress bar [[image:studio_guide_en_html_352668ba0cf16202.png]] ====
1434
1435 __Description__:
1436
1437 A progress bar shows the progression of the measure towards a limit. You can add additional measures as markers on the bar.
1438
1439 __Usage:__
1440
1441 * Add the measure and its target on the measure axis (you must have defined the target in the data source first):
1442 ** If you use the axes editor, use the drop down list in the target column to select it.
1443 ** If you use the visual wizard, right click the measure then choose **Select a target **and select your target.
1444
1445 This measure must be at the first position on the axis
1446
1447 * Add the limit measure as the second measure
1448 * Add additional measures that will be used as markers (8 measures maximum) //Note//: you must have at least 2 measures to use this chart __Example__:
1449
1450 Progress bar with three markers: [[image:studio_guide_en_html_dd75137640fd5a93.jpg]]
1451
1452 ==== II.3.1.17 Radar [[image:studio_guide_en_html_b5c07687e6830d0e.png]] ====
1453
1454 __Description__:
1455
1456 A radar diagram allows you to compare values of several categories having a large number of indicators __Usage__:
1457
1458 * If you use the axes editor, Drag and drop the measures in the measures table (at least one measure) then select the measure axis.
1459 * If you use the visual wizard, drag and drop the measure on the desired axis:
1460 ** Lines: ** **(default value) each measure is displayed on a different line of the radar.
1461 ** Axes: Each value is displayed on the radar perimeter.
1462 * Drag and drop the dimension on the appropriate axis (see description above)
1463
1464 __Example:__
1465
1466 Chart showing the temperature of 3 cities over the year (the temperature measure has been set on the “line” axis, the “city” dimension on line and the “month” dimension on axes)
1467
1468 [[image:studio_guide_en_html_cf903f86b14c66e8.png]]
1469
1470 //Note//: you must have at least one measure and one dimension to use this chart
1471
1472 ===== II.3.1.18 Ring [[image:studio_guide_en_html_88b3c03af1e94dcb.png]] =====
1473
1474 __Description__:
1475
1476 A Ring chart is used to compare components.
1477
1478 __Usage__:
1479
1480 * Add the measures on the desired axis: ring or sector.
1481 ** **Ring**: each measure is displayed on a different ring (default axis).
1482
1483 Each ring is divided into sectors showing the measure value for each dimension member. The size of each sector is proportional to the measure value.
1484
1485 Example: chart showing the measure Cost (on ring axis) by Area (on sector axis)
1486
1487 [[image:studio_guide_en_html_b3d04c4f7167ad09.png]]
1488
1489 *
1490 ** **Sector**: each measure is placed on a different sector
1491 * Drag and drop the dimension on the axis of your choice (see axis description above)
1492
1493 //Note//: you must have at least one measure to use this chart
1494
1495 ===== II.3.1.19 Scatter [[image:studio_guide_en_html_6c6448a3a4ea1c8.png]] =====
1496
1497 __Description__:
1498
1499 This diagram allows you to study the correlation between two variables. The size of the bubble is fixed.
1500
1501 __Usage__:
1502
1503 * Add two measures: one for the horizontal X axis, the other one for the vertical Y axis
1504 ** If you use the axes editor, select X and Y axis in the drop-down lists at the left of the measures names.
1505 ** If you use the visual wizard, drag and drop the measures directly on the desired axes
1506 * Drag and drop the dimension that you want to display on the bubbles axis
1507 * You can add a dimension on the multiplier axis: the chart will be replicated for each value of the dimension
1508
1509 //Note//: you must have at least two measures and one dimension to use this chart __Example__:
1510
1511 Chart showing the price (on X axis) and the number of products (on Y axis) by product (dimension set on bubbles axis)
1512
1513 [[image:studio_guide_en_html_6eac45968a80e57a.png]]
1514
1515 ==== II.3.1.20 Surface [[image:studio_guide_en_html_d1b991c43d90fbd3.png]] ====
1516
1517 __Description__:
1518
1519 A surface chart is used to compare several trends of data __Usage__:
1520
1521 * Add the measures on the measures axis:
1522 ** if you use the axes editor, add the measures in the measures table then select the measures axis in the drop-down list
1523 ** if you use the visual wizard, drag and drop the measures on the desired measures axis:
1524 ** **zone** (default axis): Each measure is displayed on a different zone:
1525
1526 [[image:studio_guide_en_html_cb2a7a2037a14fb2.jpg]]
1527
1528 *
1529 ** **X** : Each value of the measure is displayed on the horizontal X axis
1530 * Drag and drop the dimensions that you want to display on the appropriate axes (see the axes description above)
1531
1532 //Note//: you must have at least one measure and one dimension to use this chart
1533
1534 ===== II.3.1.21 Table [[image:studio_guide_en_html_c2ce08b3368569f6.png]] =====
1535
1536 __Description__:
1537
1538 A table is used to show data in columns __Usage__:
1539
1540 * Add the measures on the desired axes:
1541 ** If you use the axes editor, drag and drop the measures in the measures table
1542 ** If you use the visual wizard, drag and drop a first measure on the column marked with an orange cube [[image:studio_guide_en_html_f365e02f164580a4.png]] . Click the + button at the top right of the measure column to add another measure.
1543 * Drag and drop the dimensions on the desired columns
1544
1545 Dimensions, will be displayed first, then measures. You can reorder the measures and dimensions by drag and dropping them at the desired position.
1546
1547 //Note//: you must have at least one dimension to use this chart
1548
1549 __Example__:
1550
1551 table showing department (on column 1), type of line (on column 2), Cost per minute and duration:
1552
1553 [[image:studio_guide_en_html_9bb164a1fa4a009f.jpg]]
1554
1555 ===== II.3.1.22 Text [[image:studio_guide_en_html_dda12f3231cfc06d.png]] =====
1556
1557 __Description__:
1558
1559 A text chart is used to format data into text paragraphs __Usage__:
1560
1561 * Add the measure in the measures axis
1562 * Drag and drop the dimensions in column axes
1563 * Configure the text to generate from the **Parameters/Text setup** menu. From this dialog, you can describe the way to display data.
1564
1565 __Example__:
1566
1567 [[image:studio_guide_en_html_c9c6831e6c2ab149.jpg]]
1568
1569 //Note//: you must have at least one dimension or one measure to use this chart
1570
1571 ===== II.3.1.23 Treemap [[image:studio_guide_en_html_5a85eb00af1dd7a4.png]] =====
1572
1573 __Description __:
1574
1575 A treemap is a representation of hierarchical data in a limited space.
1576
1577 __Usage__:
1578
1579 * Add measures on the desired axis:
1580 ** if you use the axes editor, add measures on the measures table, then select the axis in the drop-down list (Axis 1, Axis 2 or Axis 3).
1581 ** If you use the visual wizard, drag and drop the measures on one of the axis: Axis 1, Axis 2 or Axis 3
1582 * Drag and drop the dimensions on the desired axes.
1583
1584 The chart is divided into rectangles (the larger one is at the top left). The size of each rectangle is proportional to the value it represents. Each rectangle can itself be divided into sub rectangles (if you add dimensions on several axes).
1585
1586 Example 1 : The measure «Cost» is along axis 1 and the dimension “Department” along Axis 2:
1587
1588 [[image:studio_guide_en_html_d5dc50c1f076340a.jpg]]
1589
1590 Exemple 2 : the measure « Cost » is along Axis 1 the dimension « Department » along Axis 2 and the dimension « Type of line » along Axis 3.Each rectangle corresponding to Axis 1 members are divided into rectangles corresponding to Axis 2 members:
1591
1592 [[image:studio_guide_en_html_fe1412e45d6afbe2.jpg]]
1593
1594 ==== II.3.1.24 Tree table [[image:studio_guide_en_html_143683a1a9ce1831.png]] ====
1595
1596 __Description__:
1597
1598 A tree table is used to show hierarchical data in columns __Usage__:
1599
1600 * Add the measures on the desired axes:
1601 ** If you use the axes editor, drag and drop the measures in the measures table
1602 ** If you use the visual wizard, drag and drop a first measure on the column
1603
1604 marked with an orange cube [[image:studio_guide_en_html_f365e02f164580a4.png]] . Click the + button at the top right of the measure column to add another measure.
1605
1606 * Drag and drop the dimensions in the dimensions list
1607
1608 Dimension placed on the first column of the tree will be displayed. Click a value to display the following dimension in the tree (set on the second column). //Note//: you must have at least one dimension to use this chart
1609
1610 __Example__:
1611
1612 Tree table showing “turnover” by “Product Family” (on column 1). Dimension “Area” is on column 2. Clicking a product Family display “Turnover “values for areas of this “Product family”
1613
1614 [[image:studio_guide_en_html_fdc61cf51fc50928.jpg]]
1615
1616 === II.3.2 Define axes properties ===
1617
1618 You can modify following properties on each dimension axis:
1619
1620 * Add sorts on axes,
1621 * Filter values to display: Top n values, bottom n values, values between a minimum and a maximum
1622 * Add a total on an axis (overall value)
1623 * Add filters on dimensions • Modify the dimensions formats,
1624 * Select the hierarchy levels.
1625
1626 Depending on whether you use the visual wizard or the axes editor to configure your chart, axes properties are accessible as follow:
1627
1628 * Axes editor: the dimensions table (displayed at the bottom of the **Visualization configuration **dialog box) displays dimensions added on each axis. Click the **Properties **icon displayed at the right of the axis name to display the properties
1629
1630 [[image:studio_guide_en_html_23129dbb5f60b7ea.png]]
1631
1632 [[image:studio_guide_en_html_f52bf95f0bcacdef.gif]]
1633
1634 ==== II.3.2.1 Add sorts on axes ====
1635
1636 * Click the **Properties **icon [[image:studio_guide_en_html_610628296f9978c1.png]] **displayed **on the line of the axis you want to sort.
1637 * The **Axis parameters** dialog box is displayed.
1638 * Check the sort button.
1639 * Select the sort that you want to use:
1640 ** Data model sort: sort defined for the dimension in the data model (by default, alphabetic for dimensions and numeric for time dimensions)
1641 ** Alphabetic sort,
1642 ** Numeric sort or
1643 ** Measure sort: select the measure to sort in the drop down list on the right
1644 * Select a sort order: Ascending or Descending,
1645 * Click the **OK **button.
1646
1647 [[image:studio_guide_en_html_f67b69f043ada908.jpg]]
1648
1649 ==== II.3.2.2 Select the top or the bottom n values ====
1650
1651 * Click the **Properties **icon[[image:studio_guide_en_html_610628296f9978c1.png]] **displayed **on the line of the axis. The **Axis parameters** dialog box shows up.
1652 * Check the box on the left of the **Measure **field
1653 * Select the measure that you want to use for your top or bottom sort in the dropdown list.
1654 * Select **Top **or **Bottom **in the drop-down list.
1655 * Select the number of values that you want to display
1656 * Check **Group others** to group remaining values in a field called other.
1657
1658 [[image:studio_guide_en_html_572319d35e65a94e.jpg]]
1659
1660 ==== II.3.2.3 Select values in a range ====
1661
1662 * Click the **Properties **icon[[image:studio_guide_en_html_610628296f9978c1.png]] **displayed **on the line of the axis. The **Axis parameters** dialog box shows up.
1663 * Check the box on the left of the **Measure **field
1664 * Select the measure that you want to filter in the drop-down list.
1665 * Select the radio button besides Minimum, then enter values for minimum and
1666
1667 maximum
1668
1669 [[image:studio_guide_en_html_1854fab25987e07c.gif]]
1670
1671 ==== II.3.2.4 Add the overall value ====
1672
1673 To add an overall value on your chart (overall aggregation of the measure values), click the **Properties **icon [[image:studio_guide_en_html_610628296f9978c1.png]] **displayed **on the line of the axis. The **Axis parameters** dialog box shows up. Check the box **Add the overall value**. By default, the overall value is displayed at the end. If you want to display it at the beginning, select **add at start**.
1674
1675 [[image:studio_guide_en_html_1e7c2cb10eda54ab.gif]]
1676
1677 ==== II.3.2.5 Add a filter on a dimension ====
1678
1679 To add a filter on a dimension:
1680
1681 * __From the axes editor__:Click the **Off **button in the **Filter/Transformation **column, then select **New filter... **on the same line as the dimension you want to filter:
1682
1683 [[image:studio_guide_en_html_b7c6bcd1503dc92f.png]]
1684
1685 * __From the visual wizard__: right click the dimension, then select **Apply a filter **and **New...**
1686
1687 [[image:studio_guide_en_html_f6d90cda64911e1.jpg]]
1688
1689 * The dialog box **Edit filter for dimension** shows up.
1690 * Select the type of filter you want to use:
1691 ** **Rule** : Select the hierarchy and level you want to filter in the drop down lists **Hierarchy **and **Level **then enter the filter rules (you can use javascript). You can add several rules. In that case, select whether the lines must match **all **rules or **any** in the drop down box.
1692
1693 [[image:studio_guide_en_html_24395f0d19827737.jpg]]
1694
1695 *
1696 ** **Elements**: Select the hierarchy and level you want to filter in the drop down lists **Hierarchy **and **Level **then check values to use in the filter:
1697
1698 [[image:studio_guide_en_html_f6fd7852b40b5a.jpg]]
1699
1700 *
1701 ** **Range** : this filter type available for continuous dimensions only allows you to select a range of value (you can use JavaScript).
1702
1703 Example: filter displaying values of the two lasts months for the “week” dimension.
1704
1705 [[image:studio_guide_en_html_86e15227c4ffd983.jpg]]
1706
1707 *
1708 ** **function **: this filter type available for continuous dimensions only allows you to select a JavaScript function. You can create a new function or use one of the existing functions:
1709
1710 |**Function name**|**Description**
1711 |Year (Selection)|(((
1712 Cumulative value from the beginning of the year to the selected date (included)
1713
1714 Example: if the selected date is January 26 2015, returns the cumulative value from January 1^^st^^ 2015 to January 26 2015.
1715 )))
1716 |Year -1 (Selection)|(((
1717 Cumulative value from the beginning of the year to the selected date (included) for the previous year.
1718
1719 Example: if the selected date is January 26 2015, returns the cumulative value from January 1^^st^^ 2014 to January 26 2014.
1720 )))
1721 |Full Year -1 (Selection)|(((
1722 Cumulative value for the year preceding the selected year
1723
1724 Example: if the selected date is January 26 2015, cumulative value from January first 2014 to December 31 2014.
1725 )))
1726 |Current year|(((
1727 Cumulative value for the current year
1728
1729 Example: if the current date is January 26 2015, cumulative value for 2014
1730 )))
1731 |Month (Selection)|(((
1732 Cumulative value from the first day of the month to the selected date.
1733
1734 Example: if the selected date is January 26 2015,
1735 )))
1736 | |cumulative value from January first to January 26.
1737 |Current month|(((
1738 Cumulative value from January first to the current month
1739
1740 (non included)
1741
1742 Example: if the current month is December 2014,
1743
1744 cumulative value from January first 2014 to November 30^^th^^ 2014
1745 )))
1746 |Current month (Variable)|(((
1747 Cumulative value for the month specified by a variable. To use this function, you must create a variable. By default, the name of this variable is VAR_M (you can modify this name in the function script). Months are numbered from 0 to 11 (0 is for January and 11 is for December)
1748
1749 Example: if VAR_M=4, cumulative value is displayed for May.
1750 )))
1751 |Previous month|(((
1752 Cumulative value for the previous month
1753
1754 Example: if the current date is January 26 2015, cumulative value from December first 2014 to December 31^^st^^ 2014.
1755 )))
1756 |Last N months (Variable)|(((
1757 Cumulative value for the last N months.
1758
1759 To use this function, you must create a variable
1760
1761 VAR_NB_MP representing the number of months.
1762
1763 Example: if VAR_NB_M = 2, cumulative value for the last two months.
1764 )))
1765 |Période Year -1 (Selection)|(((
1766 Cumulative value for the selected period of the previous year.
1767
1768 Example: if the selected month is January 2015, cumulative value for January 2014.
1769 )))
1770 |Previous week|Cumulative value for the previous week.
1771
1772 ==== II.3.2.6 Add a transformer on a dimension ====
1773
1774 You can add a filter transformer on continuous dimensions. When a filter is selected in the dashboard, the transformation is applied on the specified chart.
1775
1776 For example, you can display data of the year preceding the selected year ia a chart (selecting year 2015 displays values for 2014).
1777
1778 To add a transformer on a dimension:
1779
1780 * __From the axes editor__:Click the **Off **button in the **Filter/Transformation **column, then select **New transformer... **on the same line as the dimension you want to filter:
1781
1782 [[image:studio_guide_en_html_3ea4a526fa3bdfef.png]]
1783
1784 * __From the visual wizard__: right click the dimension, then select **Apply a transformer **and **New...**
1785
1786 [[image:studio_guide_en_html_9e730fbe1c586697.png]]
1787
1788 * The dialog box **Edit filter for dimension** shows up. Select the function you want to use to transform the filter (for example “”Full year -1 (selection)” to display data for the year preceding the selected year) or click + at the bottom of the dialog box to add a new function.
1789
1790 //Note//: the list of functions is described above in the chapter **Add a filter on a dimension**.
1791
1792 ==== II.3.2.7 Modify the format of a dimension ====
1793
1794 You can modify formats used for time dimensions .By default, the formats used are the ones defined in the data source. To change it:
1795
1796 __From the axes editor__: open the drop-down list in the **Format** column. Available formats are displayed. Select the format you want to use or click the **Properties** icon [[image:studio_guide_en_html_3a3d7678b66f3b40.gif]] to create a new format (see chapter “format data”).
1797
1798 Form the visual wizard : right click the dimension, then select **Apply a format. **Select the format you want to use or click the … at the end of the list to create a new format (see chapter “format data”).
1799
1800 [[image:studio_guide_en_html_a37862564059b50b.jpg]]
1801
1802 ==== II.3.2.8 Select a hierarchy level for a dimension ====
1803
1804 Available hierarchies are the ones created by the user in the data source or those automatically created by DigDash Enterprise on the time dimension and geographic columns.
1805
1806 To select a hierarchy level:
1807
1808 __From the axes editor__: select the hierarchy in the **Hierarchy **drop-down list, then select the level in the **Level **drop-down list.
1809
1810 [[image:studio_guide_en_html_d767601a104e7d2f.jpg]]
1811
1812 __From the visual wizard__: right click the dimension, then choose **Select a hierarchy**. Available hierarchies are displayed. Select the hierarchy and the level you want to use.
1813
1814 [[image:studio_guide_en_html_9fc96fd97aefc968.jpg]]
1815
1816 === II.3.3 Define measures properties ===
1817
1818 Following actions are available on measures:
1819
1820 * Add a target on a measure,
1821 * Modify a measure format,
1822 * Modify the aggregation function of a measure.
1823
1824 ==== II.3.3.1 Add a target on a measure ====
1825
1826 Available targets are the ones defined by the user on the data source.
1827
1828 To add a target on a measure:
1829
1830 __From the axes editor__: measures table (at the top of the dialog box) displays measures used in your chart. Select the target in the drop-down list of the **Target **column.
1831
1832 [[image:studio_guide_en_html_6ffca53ec3bd8774.png]]
1833
1834 __From the visual wizard__: right click the dimension, then choose **Select a target **and choose the objective.
1835
1836 [[image:studio_guide_en_html_bed3a5d7532792b.png]]
1837
1838 ==== II.3.3.2 Modify a measure format ====
1839
1840 By default, the formats used are the ones defined in the data source. To modify the format:
1841
1842 __From the axes __editor: measures table (at the top of the **Visualization configuration **dialog box) displays measures used in your chart.
1843
1844 Open the drop-down list in the **Format **column. The list of available formats is displayed. Select the one you want to use or click the **Properties **icon [[image:studio_guide_en_html_610628296f9978c1.png]] to create a new format (see chapter “Format data” for more information)
1845
1846 [[image:studio_guide_en_html_d03df840d3833391.jpg]]
1847
1848 __From the visual wizard__: right click the measure then choose **apply a format**
1849
1850 [[image:studio_guide_en_html_1cec21e46c314089.jpg]]
1851
1852 ==== II.3.3.3 Modify the aggregation function of a measure ====
1853
1854 By default, the aggregation function used for a measure is the one defined in the data model. To change it:
1855
1856 __From the axes editor__: open the drop-down list in the **aggregation **column and select the desired function:Sum, Average, Min, Max, Running sum
1857
1858 [[image:studio_guide_en_html_6b220934a443f882.png]]
1859
1860 __From the visual wizard__: right click the measure, then choose **Apply an aggregation **then choose the aggregation.
1861
1862 [[image:studio_guide_en_html_df427131fa561469.png]]
1863
1864 === II.3.4 Configure the visualization parameters ===
1865
1866 Visualization parameters can be modified from the **Parameters **section at the top of the **Visualization configuration **dialog box:
1867
1868 [[image:studio_guide_en_html_c20e9eaa7cbc421e.png]]
1869
1870 * Click the **Display** button to modify the colors parameters, the tooltips, the fonts,...
1871 * Click the **Interaction **button to modify the user interactions on the chart,
1872 * Click the **Scale/labels **button to modify the scale or the labels displayed on charts,
1873 * Click the **Advanced parameters **button then **Visualization Parameters **and open the **Specific Features **tab to modify specific features of the chart
1874
1875 ==== II.3.4.1 Modify the colors of the chart ====
1876
1877 To modify the colors palette:
1878
1879 * From the **Visualization configuration** dialog box, click the **Display **button,
1880 * In the **Colors parameters **section, the colors palette used is selected by default. Click **Edit**. ** **The **Color palette setup **opens up.
1881 * To modify a palette, select it using the radio button, then select the color you want to modify. Choose the color or enter its RGB or HTML code. You can also choose a pattern and a color for the border.
1882
1883 [[image:studio_guide_en_html_4b97aca0c86a0d30.jpg]]
1884
1885 * To add a palette, click the + button below the list of palettes. To add a color to a palette, select the palette, then click the + button in the selected palette section.
1886 * The colors cycle is done on one axis (for example, for a column chart, the colors cycle is done on the stacking axis by default). A different color will be applied for each value of the selected axis. You can modify the axis on which the colors cycle is one by checking the appropriate axis.
1887 * By default, colors used can be different on each chart even if they use the same dimension (for example, the same area can have two different colors in two different charts). If you want the charts of the same page to share the same colors, check the box **Share colors between analytics on the same page**.
1888
1889 ==== II.3.4.2 Modify the tooltips ====
1890
1891 The tooltip is the value displayed on the chart when you put your mouse over an item.
1892
1893 [[image:studio_guide_en_html_15a3e13fdf0a6a71.jpg]]
1894
1895 To modify the text showing up in the tooltip:
1896
1897 * Click the **Display** button
1898 * In the **Tooltip **section, clear the **Default tooltip **box
1899 * Enter the text that you want to display in the tooltip. You can use keywords available when clicking the **Add keyword **button:
1900 ** //Member Axis name//: displays the value of the axis member selected
1901 ** //Value//: displays the measure value
1902 ** //Percent value//: displays the measure value as a percentage
1903
1904 [[image:studio_guide_en_html_3cfe65373b7049c0.jpg]]
1905
1906 :
1907
1908 (((
1909 |(((
1910 __Example of a tooltip on a column chart showing turnover per product:__
1911
1912 **${Member Column}**
1913
1914 **${Member Stacking}**: **${Value}**
1915
1916 ${Member Column} displays the value of the column member , ${Member Stacking} displays the member of the stacking axis and ${Value} displays the measure value.
1917
1918 When positioning the mouse over the Salad//     //column, the tooltip displays //Salad Turnover// //27.6K//
1919 )))
1920 )))
1921
1922 ==== II.3.4.3 Modify data parameters ====
1923
1924 To modify display options for empty values, open the display tab then select the appropriate options:
1925
1926 * **Show empty values from the cube**: by default, empty values from the cube are not displayed (example: if you display a turnover by Area and don't have any values for California, California won't be displayed). Check this option if you want to display the empty values.
1927 * **Show all possible members**: display all possible members of the cube (Cartesian product)
1928
1929 To add values: click **Add values **and then enter values to display in the chart. Click the + button to add a new line. You can use the drop-down lists to select an existing measure or a dimension value. You can also add your own values.
1930
1931 [[image:studio_guide_en_html_b68ad3b837b1a347.jpg]]
1932
1933 ==== II.3.4.4 Configure user interactions ====
1934
1935 Click the **Interaction **button in the parameters section.
1936
1937 If you are adding an action on a table chart (Table, cross table, OLAP table, Tree, Text cloud, HTML report), select the axis (column n, row n,...) then click **Edit action **to choose the action.
1938
1939 [[image:studio_guide_en_html_b0c4f3a84fd440a7.jpg]]
1940
1941 To add an action on charts other than tables, you must first select the action, then the axis.
1942
1943 Select the action in the drop-down list:
1944
1945 * **Navigate on hierarchy**: Select the axis you want to navigate on. When the user clicks the appropriate axis, the values of the next hierarchy level are displayed. You can add an URL that will be executed when user clicks the last level of the hierarchy (root level) . The URL can use key words.
1946
1947 __Example__:
1948
1949 a column chart displays a turnover by year (turnover is on the stacking axis and a date using the hierarchy “Date” and the level “Year” is on the column axis). In the user interaction, select **Navigate on hierarchy **action then select the column axis. Clicking a year will display the turnover by month for the selected year.
1950
1951 [[image:studio_guide_en_html_370f2937f0a13314.gif]]
1952
1953 Clicking a day (most detailed level of the hierarchy) opens the URL set in the field **Function to execute on the root level**. To add a key word, click the **Add key word **button, then select the appropriate word: “//Dimension Axis name” //to retrieve the name of the dimension, “//Member Axis name” //to retrieve the value of the selected axis member or “//Value”// to retrieve the value of the selected measure
1954
1955 [[image:studio_guide_en_html_9932503c27feca63.gif]]
1956
1957 * **Navigate on hierarchy (synchronized)**: When the user clicks the appropriate axis, the values of the next hierarchy level are displayed. The navigation is synchronized between all charts using this interaction on the same hierarchy level.
1958 * **Change dimension : **When the user clicks the axis, DigDash Enterprise changes the analysis dimension (by displaying the following dimension in the hierarchy or the first one if the dimension on which the click is done is the latest of the hierarchy). Unlike “Navigate on hierarchy”, no filter is applied on the selected value of the dimension.
1959 * **Change dimension (synchronized):** When the user clicks the axis, DigDash Enterprise changes the analysis dimension (by displaying the following dimension in the hierarchy or the first one if the dimension on which the click is done is the latest of the hierarchy). Unlike “Navigate on hierarchy”, no filter is applied on the selected value of the dimension. The changes is synchronized with other charts using this interaction on the same hierarchy level.
1960 * **Activate filter**: when the user clicks a chart item, a filter is set on the selected item. This filter applies to all the charts displayed in the dashboard.
1961 * **Launch URL**: when the user clicks a chart item, DigDash Enterprise opens the URL displayed in the **URL to execute **field. The URL can use keywords. To add a key word, click the **Add key word **button, then select the appropriate word: //Member Axis name //to retrieve the value of the selected axis member or //Value// to retrieve the value of the selected measure (URL example:
1962
1963 //http:~/~/127.1.0.1:80/show_bug.cgi?id=${Member Column2}//)
1964
1965 * **Execute Javascript function: **when the user clicks an item of the chart, the javascript function is executed. You can use key words available when clicking **Add key word**:
1966
1967 *
1968 ** //__Dimension Axis__// : ${Dimension Axis}
1969 ** //__Member Axis__// : ${Member Axis}
1970 ** //__Filter__// : filter('${Dimension Axis}', '${Member Axis}'): when user click an item of the chart, a filter is set on the dimension '${Dimension Axis}' and the member '${Member Axis}'. The filter is applied to all charts of the dashboard.
1971 ** //__Open flow in popup__//: openFlowInWindow('flow identifier', width, height); When user clicks an element of the chart, a window opens up with the specified chart. This identifier is visible in the flow properties (right click the flow, then select **Properties**). You can specify width and height of the window. To let the default height and width, just indicate the flow identifier (openFlowInWindow('flow identifier')
1972 ** //__Open flow in popup with filters__//: openFlowInWindowWithFilter('flow identifier', width, height, '${Dimension Column1} ', '${Member Column1}'); This function is the same as openFlowInWindow except that you can add some filters. You can filter as many dimensions as you want by adding in the JavaScript '${Dimension ColumeN}' ,'${Member ColumnN}' for each filter.
1973
1974 Example : openFlowInWindowWithFilter(''6bec84', 400, 600, '${Dimension Column1} ', '${Member Column1}','$Dimension Column2}','${Member Column2}') ;
1975
1976 Filters are applied only when the flow is displayed as popup.
1977
1978 *
1979 ** //__switch page__//: switch_page('Page name'): when user clicks the chart item, the page specified opens up. To display a role page, the role name must be indicated before the page name (example: to open a page 'page2' of a role 'sales', enter switch_page('sales.page2')
1980 ** //__switch page and filter__//: switch_page_filter('Page name','${Dimension Axis}', '${Member Axis}'): when user clicks the chart item, the page specified opens up. A filter on dimension '${Dimension Axis}' and member '${Member Axis}' is also applied.
1981
1982 In the section **Filters on dimensions**, select dimensions used for interactive filter These filters are displayed in a bar of the dashboard. User can select values he wants to display for each dimension.
1983
1984 In the example below, the user has selected the year 2010 for the dimension Date which is part of the interactive filters bar.
1985
1986 [[image:studio_guide_en_html_c8405f9581893f1.jpg]]
1987
1988 By default, properties regarding interactive filtering are defined in the data model (the box is full for each dimension which means “inherited from the dimension”).
1989
1990 * If you don't want to display a dimension in the bar, clear the **Display **box.
1991 * If you don't want to navigate on a dimension, clear the **Navigation **box.
1992
1993 //Note //: If the dimension belongs to several information flows, you must clear the **Display **box for all flows. You can also deactivate the display of a dimension in the dashboard editor (see “dashboard_editor_guide_en.pdf” for more information).
1994
1995 For example: clear the **Display **box** **for dimension “Product” removes the dimension from the bar:
1996
1997 [[image:studio_guide_en_html_564eb6620a256dd8.png]]
1998
1999 [[image:studio_guide_en_html_6f9cc29eba34a48d.jpg]]
2000
2001 ==== II.3.4.5 Modify scales ====
2002
2003 Click the **Scales/labels **button in the Parameters section. For each axis you can:
2004
2005 * modify minimum and maximum values: clear the **Automatic **box** **then enter the Minimum and Maximum values.
2006 * select a format: click the **Select... **button besides the Format field, then select an existing format or create a new one.
2007
2008 [[image:studio_guide_en_html_6c979274da702fca.jpg]]
2009
2010 ==== II.3.4.6 Modify axes labels ====
2011
2012 DigDash Enterprise generates labels displayed on axes automatically. Labels depend on the type of chart you are using.
2013
2014 For example, on a column chart displaying a cost by product (measure “turnover” is on the stacking axis and dimension “product” is on column), product names are displayed under each column. No label is displayed for the turnover:
2015
2016 [[image:studio_guide_en_html_15a3e13fdf0a6a71.jpg]]
2017
2018 To modify labels:
2019
2020 * Click the **Scales/labels **button in the Parameters section,
2021 * In the **Labels **section, check the axes on which you want to display labels and clear the “others”** **box.
2022 * Enter labels to display: They can use some of the key words available when clicking **Add key word**:
2023 ** //Member //: displays the member value
2024 ** //Absolute Value// : displays the measure value
2025 ** //Percent value //: displays value of the measure in percentage
2026
2027 :
2028
2029 (((
2030 |(((
2031 __Example:__
2032
2033 A bar chart displays a turnover by area. You want to display labels for turnover (on the stacking axis) and the percentage of the turnover for each product
2034
2035 * Check **Axis:stacking** and let the default value **${Absolute value}**
2036 * Modify the label available on the bar axis as follows: **${Member}:${Percent value}**
2037 )))
2038 )))
2039
2040 [[image:studio_guide_en_html_277599138f32733.gif]]
2041
2042 ==== II.3.4.7 Adding specific features ====
2043
2044 Specific features are available on each chart. To add one of them, click the **Advanced Parameters **button then **Visualization Parameters**. Open the **Specific features **tab, then add the feature you want to use.
2045
2046 Some features are directly available in the user interface. To add other features, click the **Add **button, then enter the feature name and value.
2047
2048 The specific features are documented in « specific_features_en.pdf »**.**
2049
2050 === II.3.5 Configure the text generation ===
2051
2052 Text generation is used in two cases:
2053
2054 * to configure the text displayed in text charts: to access it, click the **Advanced parameters **button then **Text setup**
2055 * to configure the audio/video generation (in case your license allows thegeneration of audio/video output): to access it, click the **Advanced parameters **button then **Audio/video setup**
2056
2057 Dialog box showing up displays default navigation parameters (for audio/video setup, default parameters depend on the selected chart).
2058
2059 __Example :__
2060
2061 You have created a text chart displaying a turnover per product. (//Product //dimension is on the part (1) axis and the //Turnover //measure is on the stacking axis).
2062
2063 Chart displayed is as follow:
2064
2065 [[image:studio_guide_en_html_685caa12db8cced.gif]]
2066
2067 * Modify the order of the navigation axes
2068 * Modify the navigation axes
2069 * Modify the sentences displayed (in case of video generation, you can modify sentences read while the video is played)
2070
2071 __Modify the order of the navigation axes__ :
2072
2073 Drag and drop the navigation axis at the position you want.
2074
2075 __Modify the navigation axes__:
2076
2077 For video setup only, you can add dimensions.
2078
2079 To do so, click the + button under the table displaying the axes and then select the dimension or axis that you want to add to your video.
2080
2081 To remove an axis, click the - button.
2082
2083 __Modify the sentences displayed and read during the navigation__:
2084
2085 You can add an introduction or a conclusion sentence. To do so, select the sentences in the drop-down lists besides the **Introduction **and **Conclusion **fields (you can use the default Introduction and Conclusion sentences available in the sentences list).
2086
2087 You can also add sentences describing target achievement. To do so, select desired sentences in the drop-down lists** good in regards to the target**, **acceptable in regards to the target **, **bad in regards to the target**
2088
2089 You can modify the sentences by creating new sentences or editing sentences you have previously created (default DigDash Enterprise sentences are not editable).
2090
2091 To add a sentence, click the **Sentences manager **button. List of available sentences is displayed. Right click the list and choose **Add **to add a sentence.
2092
2093 To edit an existing sentence, select it in the list.
2094
2095 [[image:studio_guide_en_html_3f3dbc9b50d01692.jpg]]
2096
2097 * Select the language of the sentence in the drop-down list
2098 * If you are creating a new sentence, enter the sentence name .
2099 * Enter the sentence to be displayed (sentence used in text chart). You can use one of the available key words by clicking the **Add key word **button:(((
2100 |**Keyword**|**Description**
2101 |Member|Displays the current value of the dimension.
2102 |Percent value|Displays the measure value in percentage.
2103 |Dimension name|Displays the name of the dimension.
2104 |Absolute value|Displays the measure absolute value.
2105 |Measure //measure_name//|(((
2106 Displays the value of the //measure_name //measure.
2107
2108 (you can display values of all the measures of your data model).
2109 )))
2110 |Target name|Displays the target name
2111 )))
2112 * Enter the sentence to be read (sentence read while the item is displayed during the video). You can use key words by selecting them in the key words list available when clicking the **Add key word **button.
2113
2114 === II.3.6 Preview flow ===
2115
2116 If you use the visual wizard, the chart preview is automatically displayed.
2117
2118 If you use the axes editor, click **Preview flow **to display it
2119
2120 [[image:studio_guide_en_html_dcbb65546d140007.jpg]]
2121
2122 === II.3.7 Modify table styles ===
2123
2124 If you creat a table chart (or cross table, OLAP table, tree table, cloud text and HTML report), you can modify the format and style of the table:
2125
2126 * To modify column width: drag and drop the border of the column header till you get the appropriate width.
2127 * To modify the style of a column, a line or a cell:
2128 ** select the cell, right click and select the element you want to modify:cell, line or column
2129 ** Select the type of modification: background, Text or Border:
2130
2131 [[image:studio_guide_en_html_c77629b7a80e7c7e.jpg]]
2132
2133 * You can also:
2134 ** Hide a row or a column: select row or column then choose **Hide row** or **Hide column**
2135 ** Change cell text: select cell, then in the **options** section, select **Text **and enter the text to display. The text can include variable like ${Filter Dim}, where Dim is the name of the filtered dimension. When the chart is displayed, the variable is replaced by the filter value on the dimension Dim.
2136 ** Insert a row: select **Insert row**, then choose whether you want to display it before or after the current row. You must then enter values for each cell of the row.
2137 ** Reset all table styles
2138
2139 The style is automatically saved when you close the preview. If you want to cancel the modifications, click **Cancel **in the **Visualization Configuration **dialog box.
2140
2141 [[image:studio_guide_en_html_ead97ad354431a01.gif]]
2142
2143 [[image:studio_guide_en_html_5708ea7896b683bf.gif]]
2144
2145 You can modify the format of measures and time dimensions in the data source or the visualization of the chart:
2146
2147 * From the data source (dialog box **Advanced **configuration), select the object that you want to modify. The default format is displayed in the field **Format**: Click **edit...**, the **Format Editor **dialog opens up.
2148 * From the **visualization configuration** dialog box, click the **Edit **icon in the format column of the object you want to modify
2149
2150 [[image:studio_guide_en_html_a7a6ee80954fa1b1.jpg]]
2151
2152 From the format editor dialog, you can:
2153
2154 * **Create a format: **In the left pane, select the format type you want to create (Number, Date, Icon, Month, Percentage or Alerter), right click and choose **New**. Enter the format name then click **OK**. Enter the format parameters as specified in the formats descriptions below.
2155 * **Duplicate a format**: Select the format, right click and choose **Duplicate**. Enter the format name and click the **OK **button.
2156 * **Remove a format **: Select the format, right click and choose **Remove**. Confirm that you want to remove the format by clicking the **OK **button
2157 * **Rename a format**: Select the format, right click and choose Rename. Enter the format name and then click OK.
2158
2159 You can use different formats for different languages (for example, dates and numbers can have different formats in English and french)
2160
2161 When creating a format, the language **Default **is selected (in the drop down box, at the top right of the window). The default format will be applied to all languages unless a specific format is specified for a language. To specify a format for a language, select the language in the drop down box, then specify the format.
2162
2163 __Description of number formats :__
2164
2165 :
2166
2167 (((
2168 |**Parameter**|**Description**
2169 |Thousands separator|Example : using the point as thousands separator, 10000 will be displayed 10.000
2170 |Decimal separator|Example: use. or comma as decimal separator
2171 |Formatting a negative number|(((
2172 Select the desired formatting for negative values:
2173
2174 Examples :
2175
2176 * **Unchanged**: the value -5212 will be displayed -5212
2177 * **Between parenthesis**: the value
2178
2179 -5212 will be displayed** **(5212)
2180
2181 * **Absolute value**: -5212 will be displayed 5212
2182 )))
2183 |Prefixing a positive number with the sign +|Example : 5212 will be displayed +5212
2184 |Replace NaN values|(((
2185 Choose the value to display if the value returned by the measure is not a number.
2186
2187 Else, NaN (Not a Number) will be displayed.
2188 )))
2189 |Maximum Decimal number|Enter the number of decimals to display. If the value to display has more decimals that the
2190 | |(((
2191 specified number, the value will be rounded.
2192
2193 Check **Force **to display the display the number of decimals specified even if the number to display has less decimals
2194
2195 Example : if you have selected 2 decimals and check the box Force, the value 8.2 will be displayed 8.20. The value 5,452 will be displayed 5,45.
2196 )))
2197 |Non significant zeros|(((
2198 Enter the number of digits to display before the decimal (zeros will be added at the beginning of the number if needed)
2199
2200 Example: if you enter 5, the number 8.25 will be displayed 00008.25
2201 )))
2202 |Unit|(((
2203 Enter the unit. The unit will be displayed after the value unless you check **Before**.
2204
2205 Example: if you enter $ and check Before, the value 42 will be displayed $42.
2206 )))
2207 |Value multiplier|Enter the number by which you want to multiply the result (by default, 1)
2208 |Color|Select colors to display positive, negative and null values.
2209 |Use abbreviations|(((
2210 Check this box to use numeric abbreviations (k for thousands, M pour millions, G pour billions)
2211
2212 Example: if you check this box, the value 5000 will be displayed 5K.
2213 )))
2214 )))
2215
2216 __Date formats description:__
2217
2218 :
2219
2220 (((
2221 |**Format code**|**Format**
2222 |y|(((
2223 year :
2224
2225 yy displays the year on 2 digits (example : 2013 is displayed 13 ) yyyy displays the year on 4 digits
2226 )))
2227 |M|(((
2228 Month :
2229
2230 M displays the month as a number between 1 and 12.
2231
2232 MM displays the month as a number between 01 and 12.
2233
2234 MMM displays the month as Jan, Feb,..
2235
2236 MMMM displays the month a January, February,...
2237 )))
2238 |Q|(((
2239 Quarter :
2240
2241 Q displays the quarter as a number between 1 et 4
2242
2243 QQ displays the quarter as a number between 01 et 04
2244
2245 QQQ displays the quarter as a number between Q1 and Q4
2246
2247 QQQQ displays the quarter as first quarter, 2^^nd^^ quarter,...
2248 )))
2249 |w|Week in the year
2250 |W|Week in the month
2251 |d|Day of the month (d displays a number between 1 and 31, dd displays a number between 01 and 31)
2252 |D|Day in the year
2253 |F|Day of week in month
2254 |E|Day in week
2255 |a|AM / PM marker
2256 |H|Hour displayed between 0 and 23
2257 |k|Hour displayed between 1 and 24
2258 |K|Hour from 0 to 11 followed by AM for the morning and PM for the afternoon.
2259 |h|Hour from 1 to 12 followed by AM for the morning and PM for the afternoon.
2260 |m|minutes
2261 |s|seconds
2262 )))
2263
2264 __Icon formats description:__
2265
2266 These formats can be used to visualize a trend or a target.
2267
2268 Select icons and colors to use for numbers positive, negative, null or equal to zero.
2269
2270 __Month formats description:__
2271
2272 The month format is used to associate a month name to a month number (1 = January, 12 = December)**.**
2273
2274 __Percent format description:__
2275
2276 The percent format is used to display a number as a percentage. (example : 0.4567 = 45.67 %).
2277
2278 Enter the number of decimals to display (2 by default). Check **Force **to display the number of decimals specified even if the value to display has less decimals.
2279
2280 You can also choose to replace NaN values (not a number) by other values. To do so, check the box **Replace NaN **values, then enter the value. Else, NaN will be displayed.
2281
2282 Example: If you select 2 decimals and check the box **Force**, the value 0.823 will be displayed %82.30 .
2283
2284 __Time format description:__
2285
2286 The time format is used to associate a time in seconds to a duration in year, month, days, hours, minutes and seconds.
2287
2288 Example : value 70 will be displayed 0:1:10 (1 minute ,10 seconds), the value 100000 will be displayed 1d 3:46:40 (1 day 3 hours 46 minutes and 40 seconds)
2289
2290 __Alerters formats description__:
2291
2292 The alerter format is used to highlight particularly high or low values with specific texts, colors or icons
2293
2294 * In the **Alerter **section, right click and select **New **to create a new format, then enter its name
2295 * Click **Add **to add a new value or new range of values to format
2296 * In the section **Input type**, select **Value **or **Range**, then enter the value or the range of values to format. If you select Range, you must enter a Minimum and a Maximum values. Minimum can be //-∞ //and Maximum +//∞// (select these values by clicking the arrows besides Minimum and Maximum fields)
2297 * In the section **Output type**, select **Text**, **Color **or **Icon**
2298 ** if you select **Text**, enter the text to display in the **Value **field and select a color if you want to.
2299 ** If you select **Color**, ** **click the box besides color and select the color to use. You can use a specific format if you want to.
2300 ** If you select **Icon**, select the icon in the drop-down box
2301 * Click **Add** again to create a new range of values to format
2302 * Select the value that will be used as the default
2303
2304 :
2305
2306 (((
2307 |(((
2308 Example of an alerter creation:
2309
2310 You want to create an alerter displaying in red turnover greater than
2311
2312 7500$
2313
2314 * Select **alerter**, then right click and choose **New**. Enter the alerter name “Turnover > 7500”
2315 * Click **Add **to enter the first range of values:
2316 ** Input type: “Range”, Minimum : //-∞, //maximum : 7500
2317 ** Output type: select color and choose black
2318 )))
2319 )))
2320
2321 [[image:studio_guide_en_html_d09bd8f6a479d363.gif]]
2322
2323 [[image:studio_guide_en_html_376d8a72cfc1b864.gif]]
2324
2325 == II.5 Schedule refresh ==
2326
2327 DigDash Enterprise allows you to automatically refresh data. You must first configure the scheduler, then start it (the configuration has to be done from the “server settings” page).
2328
2329 You can schedule refresh at three different levels:
2330
2331 * Information wallet,
2332 * information flow,
2333 * Data model.
2334
2335 DigDash Enterprise first checks what flows have to be refreshed (depending on their schedule time). If a flow must be refreshed, the scheduler checks if the data model used by the flow must be refreshed as well.
2336
2337 If this model uses other data models (join, union, transformers,...), these flows are refreshed as well if needed (depending on their schedule time).
2338
2339 __Schedule example__: two flows “monthly data” and “ daily data” use the same data model. This model is refreshed every day. The first flow “monthly data” is refreshed every month and the second flow “daily data” is refreshed every day.
2340
2341 By default, the wallet is refreshed every day at 8PM and the flows are refreshed with the wallet. When you create a data model, a default schedule is also defined every day at 8PM (same as the wallet).
2342
2343 You can add or modify existing schedules.
2344
2345 To access wallets and flows schedules, right click the wallet or flow, select **Properties** and open the **Schedule **tab. If you want to schedule the flow at a different time than the wallet, clear the **With wallet **box.
2346
2347 To access data models schedules, in the **Data source advanced configuration **dialog box, open the **Refresh frequency **tab (at the bottom of the window).
2348
2349 To add a schedule, click **Add**. The dialog box **Refresh frequency **opens.
2350
2351 [[image:studio_guide_en_html_b088b3b740704002.jpg]]
2352
2353 Enter the refresh frequency (every day, month, year,...) and the start date of the schedule.
2354
2355 You can also enter an external event ID.
2356
2357 This event allows you to trigger a refresh using an URL “fire event” working with the scheduler. The refresh is done as soon as the URL is executed.
2358
2359 To configure this event, you must add a schedule on the flow and the cube, enter the External event ID and specify a frequency (which defines in this case the minimum time between 2 refresh).
2360
2361 For example, the schedule below indicates that the flow and the cube will be refreshed when “EVENT1” will be received but not more than once every minute. If no event is received, the flow and cube won't be refreshed (unless another schedule is setup)
2362
2363 [[image:studio_guide_en_html_b687fef7cb032a46.jpg]]
2364
2365 You can define several events for a flow or cube and the same event can be used for several flows or cubes. It can be used to define several channels of refresh.
2366
2367 The URL to call from a browser or an external process (like Windows scheduler) is: [[__http:~~/~~/localhost:8080/ddenterpriseapi/fireevent?eventid=EVENT1__>>url:http://localhost:8080/ddenterpriseapi/fireevent?eventid=EVENT1]][[ >>url:http://localhost:8080/ddenterpriseapi/fireevent?eventid=EVENT1]](be careful, the event name is case sensitive).
2368
2369 If you execute the URL from your browser, a connection screen is displayed if needed, then the event is fired. You will get a message mentioning that the event has been fired.
2370
2371 This doesn't mean that the event has been handled. In fact, if the scheduler is already busy, the event will be wait listed. Moreover, if the previous event has been sent too recently (minimum time requirement between 2 refresh is not fulfilled), the event will be ignored.
2372
2373 In case, you fire the event using an external process, you must add "&user=<user name>&pass=<user pass>" at the end of the URL. The user must have the authorization “schedule refresh”.
2374
2375 = III. Add a podcast =
2376
2377 Podcasts are audio and video programs published on the internet. DigDash Enterprise provides a directory of podcasts you can add to your information wallet.
2378
2379 * In the flows pane located on the left, click the **Podcast **[[image:studio_guide_en_html_21d927759862172b.png]] ** **icon. The **Podcast selection dialog **box shows up. These podcasts are grouped into categories designed to facilitate browsing (Business and Finance, Computer,...).
2380 * Click on the category of your choice, then select a podcast and click **OK**. The podcast is added to your information wallet.
2381 * Each time the information flow is refreshed, the new podcast episodes will be downloaded.
2382
2383 = IV. Add a RSS flow =
2384
2385 RSS feeds are free contents feeds published on the internet.
2386
2387 DigDash Enterprise Provides a directory of RSS feeds that you can add to your information wallet.
2388
2389 * In the flows pane located on the left, select the **RSS **icon** ** [[image:studio_guide_en_html_71d40d4e1db01860.png]] . The **RSS selection **dialog box shows up.
2390 * RSS feeds are grouped into categories designed to facilitate browsing (News,...). Click the category of your choice, then select a RSS feed and click **OK**. The RSS feed is added to your information wallet.
2391 * Each time the information flow is refreshed, the new RSS feed contents are downloaded.
2392
2393 = V. Add emails =
2394
2395 In the flows pane on the left, click the **Emails **icon [[image:studio_guide_en_html_448c8ed1e4fb41a8.png]] . The **Chart dialog** box shows up. Enter the emails parameters :
2396
2397 [[image:studio_guide_en_html_1e57456c4e6087c0.jpg]]
2398
2399 * Select the **Server type** in the drop-down list: pop3 or IMAP
2400 * In the **Server name **field, enter the name of the user emails server (for example, mail.example.com)
2401 * In the **Server port **field, enter the server port (by default 110)
2402 * Select the user account. To do so, click the **Select **button besides the **User name **field. In the **Password Manager **dialog box, select an existing account** **or create a new account:
2403 ** The default user account displays the emails of the logged user. It uses the variables ${user.digdashMail} and ${user.digdashMailPassword}. When mails are displayed, ${user.digdashMail} and ${user.digdashMailPassword} are replaced by the email address and the password of the logged user (fields
2404
2405 //Email //and //Email password// set for the user )
2406
2407 *
2408 ** To create a new account, select the **New account **button. The **Account **dialog box shows up. Enter the name you want to use for the account in the **Account name **field. Enter the email address in the **User name **field and the email password in the **Password **field. Click **OK**.
2409
2410 [[image:studio_guide_en_html_5c830f7d4ef89333.jpg]]
2411
2412 * Select the security level in the drop-down list: //nothing, TLS if available, TLS //or //SSL.//
2413 * Check the **secured authentication **box if needed.
2414 * Click the **Test **button. The account status is displayed: //Connection success// or C//onnection error//.
2415 * Click **OK **to add the emails to your information wallet.
2416
2417 = VI. Add a calendar =
2418
2419 [[image:studio_guide_en_html_2132c8e8ee4e08bc.gif]]
2420
2421 In the flows pane located on the left, click the Calendar icon **dialog** box shows up. Enter the parameters of the calendar you want to use:
2422
2423 [[image:studio_guide_en_html_89247612e389aa0c.jpg]]
2424
2425 * Select the Ical calendar provider
2426 * Enter you calendar URL
2427 * Select the agenda account. To do so, click the **Select **button besides the user name. In the **Password manager **dialog box, select an existing account or create a new one. To create a new account, click the **New account **button. The **Account **dialog box shows up. Enter the name you want to use for the account in the **Account name **field. Enter the email address in the **User name **field and the email password in the **Password **field. Click **OK**.
2428
2429 [[image:studio_guide_en_html_5c830f7d4ef89333.jpg]]
2430
2431 * In the field **Choice of number of items per** select //Number of days// or //Number of events.//
2432 * Enter the number of days or the number of events you want to display in the **Value **field..
2433 * //Click //OK //to add the calendar to the wallet.//
2434
2435 = VII. Add documents builder =
2436
2437 [[image:studio_guide_en_html_62ddc5caf470c20d.gif]]
2438
2439 Documents builder lets you build PowerPoint documents including information flows generated by DigDash Enterprise. You can also add legends for these information flows.
2440
2441 You can create Microsoft Office PowerPoint 2007, Microsoft Office PowerPoint 2010 or Microsoft Office PowerPoint 2013 documents.
2442
2443 Two steps are required:
2444
2445 * Step1: create a PowerPoint document including the identifiers of the flows and the legends
2446 * Step 2: create a document builder flow using the PowerPoint document created previously.
2447
2448 == VII.1 Add an information flow or a legend in a Microsoft PowerPoint document ==
2449
2450 * Open Microsoft Office PowerPoint, then the document in which you want to insert flows,
2451 * Open the menu **Insert-Shapes**, then draw a shape (rectangle) in which you want to include your flow or legend
2452
2453 [[image:studio_guide_en_html_ef28fa59ef20b097.png]]
2454
2455 * From Microsoft Office PowerPoint 2007: right-click the rectangle, choose **Size and position**, then open the **Alt text **tab.
2456 * From Microsoft Office PowerPoint 2010 or PowerPoint 2013: right click the rectangle, choose **Format shape**, then open the **Alt text **menu.
2457 * __To add a flow__:
2458
2459 ➢ In the **Alt Text **field on PowerPoint 2007 or **Description **field on powerpoint 2010 and PowerPoint 2013, enter « digdash_id= » followed by
2460
2461 the flow identifier (to get the flow identifier, right click the flow then select Properties).
2462
2463 [[image:studio_guide_en_html_db676f9dfdb42e3d.jpg]]
2464
2465 Note: To get the flow identifier, right click the flow then select Properties:
2466
2467 [[image:studio_guide_en_html_c29e15d2ff9507fb.png]]
2468
2469 * __To add a legend:__
2470
2471 *
2472 ** in the **Alt Text **field on PowerPoint 2007 or **Description on **PowerPoint 2010 and PowerPoint 2013, enter « legend= » followed by the legend parameters. You must use the following syntax:
2473
2474 legend=[all|id].[horizontal|vertical].[noname|showname].[size].
2475
2476 *
2477 ** **all**: displays the legend of all charts on the slide. By default, the legend is displayed vertically.
2478 ** **id**: displays the legend of the information flow whose identifier is specified (the identifier is visible when you right click the flow and choose **Properties**).
2479 ** **horizontal**: displays the legend horizontally.
2480 ** **Vertical**: displays the legend vertically (default value).
2481 ** **showname**: displays the axes names (default value).
2482 ** **noname**: doesn't display the axes names.
2483 ** **size**: display each label in the size defined in pixels.
2484
2485 Examples :
2486
2487 *
2488 ** **legend=all**: displays the legend for all the charts on the slide.
2489 ** **legend=all.horizontal**: displays the legend horizontally for all charts on the slide.
2490 ** **legend=fc2a7d06.vertical.noname.40**: displays the legend for the chart whose identifier is fc2a7d06. The display is vertical. Axes names are not displayed and the size of each label is 40 pixels. //VII.2 Create a documents builder information flow//
2491
2492 In the flows pane located on the left, click the documents builder icon [[image:studio_guide_en_html_fc45a5aa2119b274.jpg]] . The dialog box **Chart **shows up.
2493
2494 Click **Search** then select the PowerPoint document you created previously.
2495
2496 By default, existing filters on flows are not taken into account. clear the **Ignore existing filters **box** **to take them into account.
2497
2498 If you want to add filter on dimensions used in your information flows, click **Select **besides Filters, then select the values to use in the filters.
2499
2500 [[image:studio_guide_en_html_9c227433522c965.png]]
2501
2502 Click OK to create the information flow
2503
2504 //Note//~:// //if you create a flow in a role wallet, it can only use flows of this role (else, you will get an error message when displaying the document).
2505
2506 = VIII. Publish an information flow =
2507
2508 [[image:studio_guide_en_html_62ddc5caf470c20d.gif]]
2509
2510 == VIII.1 Publish an information flow for mobile ==
2511
2512 === • Open the menu **Tools-device manager** ===
2513
2514 * Unfold the **Mobile** section then select the devices on which you want to publish flows (example: **Android-Document **to display flows as interactive documents on your Android mobile, **Mail device **to send flow as emails).
2515
2516 [[image:studio_guide_en_html_28d772382a579116.jpg]]
2517
2518 * In your information wallet, select the information flow you want to publish on your mobile. Right click and choose **Properties**. Open the **Devices **tab, then select the device (example : Android-Document) then click **OK**.
2519
2520 [[image:studio_guide_en_html_d2355595e6ccb0ef.jpg]]
2521
2522 * Check the flow item you want to publish, then choose **Synchronize**.
2523 * From your mobile, connect to the URL **http:~/~/servername:serverport/ddenterpriseapi/mobile**.
2524 * Enter your user name and password and then click **Connection**
2525
2526 [[image:studio_guide_en_html_e4402347ab3b3637.png]]
2527
2528 the number of flows synchronized for the device is displayed:
2529
2530 [[image:studio_guide_en_html_ad59f8ae14a4b007.jpg]]
2531
2532 * display the list of flows by clicking **Click for details**. If you have synchronized videos, click the video icon in the toolbar [[image:studio_guide_en_html_6858bcb029e6cff.png]] to display them.
2533
2534 [[image:studio_guide_en_html_1c3cf46267180e34.jpg]]
2535
2536 To display the list of documents as icons, click the “view icons” icon [[image:studio_guide_en_html_57963e93b44220be.png]]
2537
2538 [[image:studio_guide_en_html_7d3380db1e289a01.png]]
2539
2540 * Click the flow to display it:
2541
2542 [[image:studio_guide_en_html_afdf40694af2e5e5.jpg]]
2543
2544 Click the previous [[image:studio_guide_en_html_32763e1ac037268b.png]] or next [[image:studio_guide_en_html_e7437018337fa3af.png]] icons to display the previous or the next flow.
2545
2546 * Click the filter icon [[image:studio_guide_en_html_17fce30b8c2480cb.png]] to modify filters or variables:
2547
2548 [[image:studio_guide_en_html_8414259ee214d60e.png]]
2549
2550 * Click Back to display the chart taking into account the modifications.
2551 * User interactions (navigate on hierarchy, activate filter,...) work on your mobile.
2552 * To log out, click the logout icon ** ** [[image:studio_guide_en_html_f9609effd0079d98.png]]
2553
2554 == VIII.2 Publish an information flow through email ==
2555
2556 === • Open the **Tools-device manager **menu ** ** ===
2557
2558 * Unfold the **Others **section,** **then select Mail-device and click **Add**
2559 * The **Configuration of device Mail device **dialog box opens up.
2560
2561 [[image:studio_guide_en_html_cff975f7b931b2f4.jpg]]
2562
2563 * Open the **Synchronization **tab to enter information regarding the mail server used to send emails:
2564 ** name
2565 ** port: by default 1025
2566 ** Mail protocol: smtp, pop3
2567 ** Mail address and password
2568 * Enter the mail address of the recipient in the **To mail address **field. By default, the email address is ${user.digdashMail}. When sending the flow, the variable $ {user.digdashMail} is replaced by the user email (the **Email **is visible** **in the users management page after selecting the user). If you publish a role flow, the variable will be replaced for all users of the role.
2569 * Enter the mail format in the **File Format tab** (pdf, ppt, image, ...)
2570
2571 [[image:studio_guide_en_html_ffb9e94ff7dd3e5e.jpg]]
2572
2573 * Click **OK **to validate the device creation.
2574 * To rename the device,right click “Mail device”, select **Rename **and enter the desired name (for example “Mail PDF”).
2575 * Select the information flow you want to publish as email in your wallet. Right click and choose Properties. Open the **Output **tab, then check the Mail** **device, then click OK.
2576
2577 [[image:studio_guide_en_html_2fc734471519f197.jpg]]
2578
2579 * Select the flow, right click and choose **Synchronize**. The flow is published through email using the specified format.
2580
2581 == VIII.3 Publish an information flow based on a condition ==
2582
2583 If you want to publish a flow based on a condition, select this flow, right click and choose **Properties**. Click the **Edit **icon besides the device on which you want to add a condition.
2584
2585 [[image:studio_guide_en_html_f328ba1fdfe00820.png]]
2586
2587 The dialog box **Conditional synchronization **opens up. Create a formula which describes the condition to fulfill for the flow synchronization.
2588
2589 [[image:studio_guide_en_html_89115a376851b3da.jpg]]
2590
2591 = IX.Menus =
2592
2593 [[image:studio_guide_en_html_62ddc5caf470c20d.gif]]
2594
2595 == IX.1 File ==
2596
2597 **Create Chart**
2598
2599 Create a chart flow
2600
2601 **Create Calendar**
2602
2603 Create a calendar flow
2604
2605 **Create Emails**
2606
2607 Create an emails flow
2608
2609 **Create RSS**
2610
2611 Create RSS flow
2612
2613 **Create Podcast**
2614
2615 Create a podcast flow
2616
2617 **Create Documents builder**
2618
2619 Create a documents builder flow
2620
2621 **Open**
2622
2623 Open the wallet of the current user or a role
2624
2625 **Exit**
2626
2627 Closes DigDash Enterprise
2628
2629 == IX.2 Edit ==
2630
2631 **Undo paste**
2632
2633 Undo the latest Paste action
2634
2635 **Redo**
2636
2637 Redo the last executed action
2638
2639 === **Copy** ===
2640
2641 Copy the selected items to the clipboard **Paste**
2642
2643 Paste items from the clipboard
2644
2645 **Delete**
2646
2647 Delete the selected items
2648
2649 **Select all**
2650
2651 Select all the items in the page displayed
2652
2653 == IX.3 View ==
2654
2655 **Toolbar**
2656
2657 You can hide or show the toolbar by clicking the **View/Toolbar **menu.
2658
2659 === **Tabs** ===
2660
2661 By default, the only tab displayed in the administration console is **Wallet**. You can display others tabs by selecting them in the **View/Tabs **menu. The available tabs are: **Dashboard editor**, **Server Settings**, **Users Settings**, **License manager**, **Documents management **and **Server status**.
2662
2663 === **Skins** ===
2664
2665 You can select one of the skin provided by DigDash: RedCaptor, DigDash or Classic
2666
2667 (which is the default skin)
2668
2669 **Refresh**
2670
2671 Refresh the content of the wallet
2672
2673 == IX.4 Flow ==
2674
2675 **Preview as document**
2676
2677 This command allows you to view the flow or item selected.
2678
2679 === **Update history** ===
2680
2681 This command allows you to update the history of the selected flows. If a wallet is selected, it updates the history of all the flows contained in the wallet.
2682
2683 === **Delete history** ===
2684
2685 This command allows you to delete the history of the selected flows. If a wallet is selected, it deletes the history of all the flows contained in the wallet.
2686
2687 === **Synchronize** ===
2688
2689 This command allows you to synchronize the selected flows. If a wallet is selected, it synchronize all flows contained in the wallet.
2690
2691 === **Synchronize for all users** ===
2692
2693 This command is available for role flows only.
2694
2695 It allows you to synchronize the selected flows for all users of a role. If a wallet is selected, it synchronize all role flows contained in the wallet.
2696
2697 == IX.5 Tools ==
2698
2699 The tools menu provides access to centralized meta data of DigDash enterprise (data source, formats, colors,...).
2700
2701 === IX.5.1 Datasource model manager ===
2702
2703 The datasource model manager lets you view and edit data sources of the user and his roles:
2704
2705 [[image:studio_guide_en_html_7ca97a3b5c6cf448.png]]
2706
2707 The first tab shows the user data models, the next tabs show the roles data models. In the example above, the user john smith has two roles: marketing and sales. In the sales role, the user has two data models: retail and telecom.
2708
2709 * The column “shared by” indicates the role who shares the data source when applicable
2710 * The column “used by (flows)” lists the flows using the data model
2711 * The column “used by (data source)” list the source mergers using the data models
2712
2713 You can perform actions on data sources and metadata in datasources:
2714
2715 1. __actions you can perform on data sources:__
2716 1*. __Share a data source__ (only available for role data sources): click the **Share **button to share a data source with other roles. The data source is owned by the original role but can be used by other roles to create flows. The data model can only be modified in the original role.
2717 1*. __Copy a data source__: select the data source, right click and choose **Copy**. Open the destination tab, right-click and choose **Paste**.
2718 1*. __Edit a data source__: Click the **Edit **button to edit properties of the data source
2719 1*. __Delete a data source__: select one or several data sources and click **Delete**
2720 1*. __Delete associated cubes__: select data sources and click **Delete associated cubes**
2721 1*. __Create a new data source__: click **New **to create a new data source. If you select several data sources and click **New **then **source Merger**, the resulting Source merger will use the selected data sources.
2722 1*. __Search for a data source__: enter the name or part of the name of the data source you are looking for in the search field (besides the magnifying glass). List of models is filtered accordingly.
2723 1*. __Analyze your data model__: click the **Analysis tool **link at the bottom of the window. The analysis tool lets you visualize information regarding your data model (data model identifier, columns information, dependencies with other data models, flows using the data model...) and your wallets.
2724 1. __Actions you can perform on metadata__
2725
2726 To display metadata, click the arrow on the right of the search field. You can then select the data you want to display (select **Show all**) to display all the meta data.
2727
2728 Click the arrow besides the data model name to display the data (columns, then groups, targets or formats,... depending on the selected meta data. Click the + button to display all the data (or - to hide them all).
2729
2730 [[image:studio_guide_en_html_272845a44cf49e32.jpg]]
2731
2732 You can edit, remove or copy meta data (targets, groups, formats, variables,...) from a data model to another one.
2733
2734 1.
2735 1*. __Edit/Copy/Remove a hierarchy__:
2736 1**. Edit a hierarchy: select the hierarchy, then click **Edit **or right click and select **Edit**
2737 1**. Copy a hierarchy: select the hierarchy, right click and select **Copy**. Select the dimension on which you want to copy the hierarchy and select **Paste**.
2738
2739 //Note: some groups can use values that are not available in the dimension where you copy the hierarchy. In that case, groups are copied but don't include missing values.//
2740
2741 1.
2742 1*.
2743 1**. Remove a hierarchy: select the hierarchy, then click **Delete **or select the hierarchy, right click and choose **Delete**.
2744
2745 * __Edit/Copy a format__:
2746 ** Edit a format: select the format, then click **Edit **or right click and select **Edit**
2747 ** Copy a format: select the format, right click and select **Copy**. Select the column (measure or continuous dimension) on which you want to copy the format and select **Paste**.
2748 * __Edit/Copy/Remove a target__:
2749 ** Edit a target: select the target, then click **Edit **or right click and select **Edit**. The **target definition** dialog box shows up.
2750 ** Copy a target: select the target, right click and select **Copy**. Select the measure on which you want to copy the format and select **Paste**.
2751
2752 Remove a target: select the target, then click **Delete **or select the hierarchy, right click and choose **Delete**.
2753
2754 === IX.5.2 Dictionary manager ===
2755
2756 The dictionary manager lets you view and modify the translation of meta data (flow names, dimensions names,...).
2757
2758 [[image:studio_guide_en_html_dbd33289ce76617.jpg]]
2759
2760 Meta data are displayed in a tree:
2761
2762 * In the **DM** section (Data Model), you can find translations defined for Hierarchies (HIERARCHY section), Dimensions (DIM section), Measures (MEASURE section), derived measures (ASSOC_MEASURE section) , drill paths (DRILLPATH section) and targets (TARGET section)
2763 * In the **FLOW **section, you can find translations of flow names.
2764 * In the **RM **section (Rendering Model), you can find translations added to the chart.
2765
2766 From the dictionary manager, you can:
2767
2768 * __Search for a label__: type the label or part of the label in the search field besides the magnifying glass. Corresponding labels will be displayed.
2769 * __Add a label__: select the section in which you want to add a label (example:FLOW), then select **Add**. Enter the name and its translations. For each language, you can define three different names:
2770 ** Display name: name that will be displayed in the user interface.
2771 ** Spoken name: if you have a license allowing you to generate audio/videocontent, the spoken name will be used in the audio content.
2772 ** Synonyms: this name can be used in query text in replacement of the dimension or measure name. If you want to add several synonyms, use the carriage return to separate them.
2773
2774 Example: if you create a synonym T/O for the measure turnover, you can create a query “T/O by year”.
2775
2776 Note: the list of available languages must be defined in the server settings page.
2777
2778 * __Duplicate a label__: right-click the label, then select **Duplicate**
2779 * __Rename a label__: right-click the label, then select **Rename **and enter the name
2780 * __Remove label__: right-click the label, then select **Remove**
2781
2782 === IX.5.3 Device manager ===
2783
2784 The device manager lets you manage favorite devices that can be used to synchronize flows.
2785
2786 [[image:studio_guide_en_html_28d772382a579116.jpg]]
2787
2788 From the device manager, you can:
2789
2790 * __Search for a device:__ type the name or part of the name of the device you are looking for in the field **Find a device**. List of appropriate devices will be displayed.
2791 * __Add a favorite device__: select the device you want to add to your favorites and then click **Add**.
2792 ** A device named “Dashboard” is automatically part of your favorites. You can always synchronize flows for dashboard on your computer.
2793 ** In the mobile section, you will find available mobile devices: SMS device or mobile phones. Each mobile phone comes in one or two versions: “Mobiledocument” (to display interactive documents on your mobile) and “mobilevideo” (to display video on your mobile. “Mobile-video” is available only if your license authorize video content generation).
2794
2795 You can configure favorite devices by selecting the device, then clicking **Configure**. Mobile devices can be configured in the following way:
2796
2797 **SMS device**: enter the phone number and signature content. By default,the phone number is ${user.mobile} (“mobile” LDAP field for the user) and the signature content is ${user.displayName} (“display name” LDAP field for the user). Before using the SMS device, you must configure the SMS service in the server settings page (for more information, refer to the guide configuration_guide_en.pdf).
2798
2799 [[image:studio_guide_en_html_70eecbddd7b663df.jpg]]
2800
2801 **Mobile device**: by default, the configuration is the one that best suits your device. You can modify it by selecting another output type (image, video or document) and other files formats (example BMP for images).
2802
2803 [[image:studio_guide_en_html_8c3754ff86202aad.jpg]]
2804
2805 *
2806 ** in the Others section, you will find three types of devices:
2807
2808 **File server device**: use this device, to synchronize flows on a file server. In that case, you must select the file server on which you want to synchronize the flows and the format of the file you want to generate (pdf, ppt,excel...)
2809
2810 [[image:studio_guide_en_html_b1813a617e55bd34.jpg]]
2811
2812 **Http query device:**
2813
2814 Enter the URL and the output file format **Mail device:**
2815
2816 Select the mail used for synchronization and the output file format (refer to chapter “publish flows for email” for more information)
2817
2818 [[image:studio_guide_en_html_8b4ce2b4469bccf7.jpg]]
2819
2820 * __Remove a favorite device__: select one or several devices and click **Remove**
2821
2822 === IX.5.4 Format manager ===
2823
2824 This menu lets you access the format editor. For more information regarding format edition, refer to chapter “Format data”.
2825
2826 === IX.5.5 Server URL manager ===
2827
2828 This menu lets you access the documents server manager. From the documents server manager, you can add, edit or remove documents server.
2829
2830 === IX.5.6 Color palette manager ===
2831
2832 From this menu, you can create modify or remove color palette. To get more information on colors settings, please refer to chapter “Modify the colors of the chart”
2833
2834 === IX.5.7 Predefined functions manager ===
2835
2836 From this menu, you can create, edit or remove predefined functions. These functions can be used when filtering time dimensions for example.
2837
2838 === IX.5.8 CSS manager ===
2839
2840 From this menu, you can create, edit or remove CSS. These CSS can be used to customize flows visualization.
2841
2842 === IX.5.9 Hierarchy manager ===
2843
2844 Shared hierarchies are automatically created on time dimensions: Date, Month Year and Week Year.
2845
2846 You can also share hierarchies created on continuous dimensions (time dimensions or other).
2847
2848 To display shared hierarchies, open the menu **Tools-Hierarchy Manager**.
2849
2850 The hierarchies are displayed on the left. When you select a hierarchy, its definition shows up on the right.
2851
2852 From the hierarchy manager, you can:
2853
2854 __Add a hierarchy __:
2855
2856 Right click the hierarchies list, then click **Add**. Enter the hierarchy name then select the hierarchy type: explicit or calculated .
2857
2858 To define a hierarchy using calculated values, you must fill up the following fields: • **function**: JavaScript formula returning the level value. Example: for the date hierarchy, the formula of the day level is **new** **Date**(t*1000).getDate() (t corresponds to the date timestamp in the data source. We multiply this timestamp by 1000 as the value is in milliseconds) .
2859
2860 * **Minimum formula** and **Maximum formula**: these formulas are used to drill into hierarchies (if you don't want to drill, it is not necessary to fill up these fields). When you drill down, a filter is set using the functions “minimum formula” and “maximum formula”. The formula used to display the value is the one of the lower level.
2861
2862 Example: in the “Month Year” hierarchy, when you drill down from “Year” to “Quarter”, a filter is set using the year minimum and maximum formulas:
2863
2864 *
2865 ** minimum formula=(**new** **Date**(s, 0, 1)).getTime()/1000 (s représente la
2866
2867 sélection courante)
2868
2869 *
2870 ** maximum formula= (**new** **Date**(s+1, 0, 1)).getTime()/1000–1
2871 * The calculation of the quarter is done using the quarter function : **new** **Date**(**new Date**(t*1000).getFullYear(), **Math**.floor(**new** **Date**(t*1000).getMonth() / 3)*3, 1).getTime()/1000
2872
2873 [[image:studio_guide_en_html_db12317c9e49e3fe.jpg]]
2874
2875 To define an explicit hierarchy, you must enter manually the limits of each group. The values of a group are greater or equal to the value **Start **and strictly less than the value **End**.
2876
2877 Click + to add a group then enter the limit values. You can rename, remove, or translate a group. To do so, right click the group and select the appropriate menu.
2878
2879 Example: to add a hierarchy “Quarter” on numeric values between 1 to 12, add a group Q1 with start value 1 and end value 4, a group Q2 with start value 4 and end value 7, Q3 with start value 7 and end value 10 and Q4 with start value 10 and end value 13.
2880
2881 [[image:studio_guide_en_html_9a4aff3d3a2ca491.jpg]]
2882
2883 If you want to add the hierarchy to all the time dimensions, check the box **Add to all upcoming time dimensions**.
2884
2885 __Remove a hierarchy:__ select a hierarchy, right click and choose **Remove**.
2886
2887 __Duplicate a hierarchy__: select a hierarchy, right click and choose **Duplicate**. Enter the name of the hierarchy.
2888
2889 __Rename a hierarchy:__ select a hierarchy, right click and choose **Rename**. Enter the name of the hierarchy.
2890
2891 === IX.5.10 Options ===
2892
2893 __General__
2894
2895 From the **Options/General** menu, you can choose to display or not the **splash screen** when starting DigDash Enterprise.
2896
2897 You can also select the **user interface language** (languages available are the one you selected in the server settings page)
2898
2899 In the HTML browser section, you can select the browser that will be used when viewing document (the default brower used is Chromium).
2900
2901 To use mozilla Firefox, you must install XULRunner first (by clicking the link **Install XUL Runner**).
2902
2903 [[image:studio_guide_en_html_57ed7e8a6393cd23.jpg]]
2904
2905 __Security__
2906
2907 You can protect password manager with a global password
2908
2909 [[image:studio_guide_en_html_227838940c74388c.jpg]]
2910
2911 __Interface__
2912
2913 In the tabs section, check the tabs that you would like to display in the administration console (by default the tab Wallet is the only one to be displayed).
2914
2915 In the defaults section, you can choose to **restore hidden dialog** (dialog that show up only once to ask for global settings) , **Restore tool tips seen once,...**.
2916
2917 For example, if you edit a data source, a warning message is displayed. If you check the box **Do not ask again**, this warning message won't be displayed again.
2918
2919 [[image:studio_guide_en_html_9f259698aa7a84b8.jpg]]
2920
2921 Click **Restore hidden dialogs **to display it again.
2922
2923 [[image:studio_guide_en_html_c0ed3bbbac07fcf9.jpg]]
2924
2925 __Advanced__:
2926
2927 In the advanced tab, you can configure the HTTP proxy (by default, no proxy) and define Storage options
2928
2929 [[image:studio_guide_en_html_7d7597c88f8d1ea2.jpg]]
2930
2931 == IX.6 Help ==
2932
2933 From this menu, you can access available documentations (admin console, dashboard editor, tutorial)
2934
2935 = Annex 1 : User variables =
2936
2937 [[image:studio_guide_en_html_62ddc5caf470c20d.gif]]
2938
2939 Variables let you personalize charts by user.
2940
2941 Variables examples :
2942
2943 :
2944
2945 (((
2946 |**Variable**|**Description**
2947 |user.displayName|(((
2948 Returns the value of the field **Display Name **field (defined in the **Users Settings **page).
2949
2950 Example of a filter: //Name equals to $//
2951
2952 //{user.displayName}//
2953 )))
2954 |user.uid|(((
2955 Returns the value of the field **LDAP login (uid) **(defined in the **Users Settings **page).
2956
2957 Example of a filter: //uid equals to ${user.uid}//
2958 )))
2959 |user.cn|(((
2960 Returns the value of the field **Common name(cn) **(defined in the **Users Settings **page).
2961
2962 Example of a filter: //uid equals to ${user.cn}//
2963 )))
2964 |user.sn|(((
2965 Returns the value of the field **sn **(defined in the **Users Settings **page).
2966
2967 Example of a filter: //uid equals to ${user.sn}//
2968 )))
2969 |user.SAMAccountName|(((
2970 Returns the value of the field **LDAP connection id (SAMAccountName) **(defined in the **Users Settings **page).
2971
2972 Example of a filter: //uid equals to $//
2973
2974 //{user.//SAMAccountName**     **//}//
2975 )))
2976 |user.mobile|(((
2977 Returns the value of the field **mobile **(defined in the **Users Settings **page).
2978
2979 Example of a filter: //uid equals to ${user.//mobile** **//}//
2980 )))
2981 |User.digdashMail|(((
2982 Returns the value of the field **Email **(defined in the **Users Settings **page).
2983
2984 Exemple de filtre : //email equals to $//
2985
2986 //{user.digdashMail}//
2987 )))
2988 |User.digdashMailPassword|(((
2989 Returns the value of the field **Email password **(defined in the **Users Settings **page).
2990
2991 Exemple de filtre : //emailpassword equals to $//
2992
2993 //{user.digdashMailPassword}//
2994 )))
2995 )))
2996
2997 **Administration Console Guide** **Copyright ©2006-2015 DigDash SAS 122**