Last modified by fperrier on 2022/04/11 12:35
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1 {{info}}
2 ⏱ This tutorial is intended to be completed independently **in two hours**.
3 {{/info}}
4
5
6 {{ddtoc/}}
7
8 ----
9
10 = Introduction =
11
12 During this tutorial, we will discover the **Dashboard Creation Wizard**.
13
14 Included in the dashboard editor, this feature allows you to quickly create your charts from your data file, without any intermediate step.
15
16 From an example dataset of the human resources of a company in Ile de France (the France's capital administrative region), we will carry out all the stages from the loading of the data to the creation of the graphs and their integration into the dashboard pages.
17
18 {{info}}
19 The screenshots for this tutorial were generated using the Chrome browser.
20
21 Depending on your browser, some presentations may differ slightly.
22 {{/info}}
23
24 = Prerequisite =
25
26 In order to be able to perform this tutorial, it is required to:
27
28 * have an installation of DigDash Enterprise of version 2020R2 or more recent;
29 * be part as a user of the "End User for Self-Service BI" authorization group;
30
31 This part discusses this two prerequisites.
32
33 == Prerequisite 1 : DigDash Enterprise (2020R2 ou plus récent) ==
34
35 (% class="wikigeneratedid" id="HInstallation" %)
36 **Installation**
37
38 * In case you need to perform the installation yourself, contact your administrator or your contact, and follow this tutorial to perform the installation. Then go to the Connection part of this tutorial.
39 * If you already have a link to connect to a DigDash Enterprise installation, as well as connection identifiers, go directly to the Connection part of this tutorial.
40
41 (% class="wikigeneratedid" id="HVersion" %)
42 **Version**
43
44 * To be able to follow this tutorial, it is necessary to use a version 2020R2 or more recent of DigDash Enterprise ;
45 * To find out which version you are currently accessing, go to the address given to you by your DigDash administrator ;
46 * In the page that appears, at the bottom left, in the white area, you can find out which version of the installation is in use.
47
48 (% style="text-align:center" %)
49 [[image:en_verifier_version.gif]]
50
51 == Prerequisite 2 : authorizations group "End User for Self-service BI" ==
52
53 * To be able to use the Dashboard Creation Wizard functionality, your DigDash Enterprise user account must be part of the** "End User for Self-service BI"** authorization group.
54 * If you do not have administration rights, or in case of doubt, contact your DigDash Enterprise administrator.
55
56 = Connection to the dashboard editor =
57
58 Once the prerequisites of the previous part have been verified, we can now proceed to the connection to the Dashboard Editor.
59
60 It is from this editor that we will launch the Dashboard Creation Wizard.
61
62 This part will allow us to connect for the first time to DigDash Enterprise and to briefly tour the home page that you will access, before accessing and discovering the Dashboard Editor
63
64 == Connection to DigDash Enterprise ==
65
66 === Connection to home page ===
67
68 (% class="wikigeneratedid" id="HConnexiondanslecasd27uneinstallationenlocalsurvotreordinateur" %)
69 **Connection in the case of a local installation on your computer**
70
71 * First, make sure your DigDash Enterprise installation is already started.
72 ** If it's not the case :
73 *** go to the DigDash Enterprise installation directory on your computer.
74 *** double click on the start_tomcat.bat file to run it.
75 *** double-click on the home_page.bat file to run it: your default browser will open the DigDash Enterprise home page.
76 ** You can also directly follow the following link from your browser: [[http:~~/~~/localhost:8080/>>http://localhost:8080/]]
77
78 (% class="wikigeneratedid" id="HConnexiondanslecasd27uneinstallationenlignemiseE0disposition" %)
79 **Connection in the case of an online installation**
80
81 * First, make sure you have the Internet address of the DigDash Enterprise installation as well as your username and password.
82 ** This information must have been provided to you previously by your DigDash Enterprise administrator.
83 ** In case of any doubt, do not hesitate to contact your DigDash Enterprise administrator
84 * Go, using your internet browser, to the address given to you.
85
86 === Home page tour ===
87
88 * Once the previous connection step has been completed, you will see the following page appear in your browser:
89
90 (% style="text-align:center" %)
91 [[image:en_admin_console.png]]
92
93 (% class="wikigeneratedid" id="HAideaccessibledepuislapaged27accueil" %)
94 **Help accessible from the home page**
95
96 * A documentation section is present in the white triangular insert at the bottom left;
97 * Within this insert, you will be able to find the various documentations if necessary.
98
99 (% style="text-align:center" %)
100 [[image:en_adminconsole_encart_documentation.gif]]
101
102 (% class="wikigeneratedid" id="HMenudelaconsoled27administration" %)
103 **Home page menu**
104
105 (% class="wikigeneratedid" id="HDashBoard" %)
106 //DashBoard//
107
108 (% style="text-align:center" %)
109 [[image:bouton_dashboard.png]]
110
111 * This menu item allows you to access dashboards already completed by you or your team.
112 * It is from this menu that you will be able to view the dashboard built in the wizard.
113
114 (% class="wikigeneratedid" id="HEditeurdetableauxdebord" %)
115 //Dashboard Editor//
116
117 (% style="text-align:center" %)
118 [[image:en_bouton_editor.png]]
119
120 * This menu item takes you to the dashboard edit.
121 * In this tutorial, we will mainly focus on this part of DigDash Enterprise
122
123 (% class="wikigeneratedid" id="HAutresE9lE9mentsdumenu" %)
124 //Other menu items//
125
126 * As you will have noticed, the home page contains three other menus: Configuration, Desktop Studio and Web Studio;
127 * These menus cover advanced configuration features and items that are not covered in this tutorial.
128
129 == Access to the dashboard editor ==
130
131 === Connection to the editor ===
132
133 * From the home page click on the "Dashboard editor" button ;
134 * A login page then opens;
135 * Enter your username and password.
136
137 (% style="text-align:center" %)
138 [[image:en_dashboardEditor_connexion.gif]]
139
140 (% class="wikigeneratedid" id="HDE9couvertedel27E9diteur" %)
141 **Editor tour**
142
143 (% class="wikigeneratedid" id="HBarresupE9rieure" %)
144 //Top bar//
145
146 La barre supérieure de l'éditeur de tableaux de bord présente différentes fonctionnalités et options :
147
148 The top bar of the dashboard editor presents several features and options :
149
150 * a help menu
151 * the dashboard creation wizard
152 * switching to consultation mode of the dashboard being edited
153 * a menu that can be deployed from the username with several advanced options
154
155 (% style="text-align:center" %)
156 [[image:en_dashboardEditor_bandeauSuperieu.gif||alt="en_dashboardEditor_bandeauSuperieur.gif"]]
157
158 (% class="wikigeneratedid" id="HRF4lesetpages" %)
159 //Roles and pages//
160
161 * In the central space are presented the dashboard pages;
162 * When you log in for the first time, a page called "My Dashboard" is automatically created;
163 * The list of roles is presented above the list of pages;
164
165 (% style="text-align:center" %)
166 [[image:en_dashboardEditor_rolesEtPages.gif]]
167
168 {{info}}
169 Roles are a collection of data sources and charts attached to these sources.
170
171 * Each user has a personal role, created automatically in DigDash Enterprise;
172 ** It is in this role that each user can create their graphics;
173 ** **It is also in this role that the data source and the graphics generated in the wizard will be positioned;**
174 * In addition to this personal role, your organization may have common roles, useful for collaborative work and for sharing dashboards between multiple team members.
175 {{/info}}
176
177 * Each page of the dashboard is associated with a role:
178 ** thus, the "My Dashboard" page belongs to the "Luke" role;
179 ** this role is personal: it bears the name of the user, and only him has access to it;
180
181 (% class="wikigeneratedid" id="HAccE8sE0l27Assistant" %)
182 //Access to the wizard//
183
184 * From the dashboard editor, in the top banner, click the icon [[image:dashboard-editor-assistant.svg||height="22" width="22"]] ;
185 * The wizard window then opens ;
186
187 = Loading data and editing the data model =
188
189 After making the first connection to DigDash Enterprise and familiarizing ourselves with the home page and the dashboard editor, we will now learn about the Dashboard Creation Wizard.
190
191 The first step will be to load the data. Secondly, we will edit the model in order to configure new measures and make sure we have the correct model to make our first graphs.
192
193 {{info}}
194 **💡 Good to know **: In the Wizard interface, dark blue items are displayed to guide you.
195 In these sections, the texts in light blue can be hovered to display contextual help.
196
197 (% style="text-align:center" %)
198 [[image:contextual_info.png||alt="Example of contextual help inside the Wizard"]]
199 {{/info}}
200
201 {{warning}}
202 In the context of this tutorial we will rely on a file available here : [[**RH_dataset_tutorial_EN.xlsx**>>attach:RH_dataset_tutorial_EN.xlsx]]
203
204 * This Excel file contains a dummy data set of the human resources of a company located in Ile de France;
205 * This dataset is historized by month, and also presents geographic data;
206 {{/warning}}
207
208 == Loading data ==
209
210 === File selection ===
211
212 * To move through the Wizard and create our charts, we have two choices:
213 ** use a demonstration source;
214 ** or use a local file;
215 * These two choices are offered to us when the wizard opens;
216 * Click on **Select a file from your computer;**
217 * A window from your operating system will then open;
218 * Browse your folders to the folder where you saved the **RH_dataset_tutorial_EN.xlsx** file;
219 * Select this file and click Open ;
220
221 (% style="text-align:center" %)
222 [[image:en_load_dataset_excel.gif]]
223
224 === Loading file ===
225
226 * The progress bar, in green, is completed to indicate the correct and complete loading of the uploaded file;
227 * A **Loading completed** message confirms the successful loading;
228 * Then click on the blue button at the bottom: **Next**
229
230 {{info}}
231 **💡 **​​​​​​**Good to know **: if your Excel file contains several pages, the wizard will automatically ask you from which page you want to work
232
233 Here, our file for this tutorial contains only one page, so this choice is not offered by the Assistant.
234 {{/info}}
235
236 === Editing the data model ===
237
238 * After loading the file, a new screen appears;
239 * Click **Edit data source**;
240
241 This step will allow us to put our data model in order to better build our first charts.
242
243 (% style="text-align:center" %)
244 [[image:en_goto_edit_DM.gif]]
245
246 === Data preview ===
247
248 * The screen that appears is divided into two tabs: the first allows you to preview the data
249 * In this tab, you can modify the sheet to be used in the Excel workbook.
250 * Options also allow:
251 ** to choose the first line as the header;
252 ** disable empty columns;
253 ** and ignore a number of header lines.
254 * Here, with our file, everything is already preconfigured due to the analysis carried out during the loading by DigDash Enterprise to offer you an optimal preconfiguration.
255 * Now click on the second tab **Configure the data model**
256
257 (% style="text-align:center" %)
258 [[image:en_goto_edit_DM_tab2.gif]]
259
260 === Configuration of data model ===
261
262 {{error}}
263 ❗​​ ​ **Warning**: it is **essential to follow this step**. Changes can no longer be made after validation of the configuration.
264 {{/error}}
265
266 * In this second tab, we will configure the data model, that is to say:
267 ** give it a name;
268 ** check that the columns are well distributed between dimensions and measures;
269 ** if necessary modify this pre-assignment;
270 ** add calculated measures;
271 ** change the display labels for certain measures or dimensions.
272
273 {{info}}
274 **💡 **​​​​​​**Good to know **:
275
276 * A **dimension** is composed of a finite set of members possibly organized according to one or more hierarchies. 
277 In the wizard, **a dimension is symbolized by this blue cube : [[image:dimension.svg||height="22" width="22"]]**
278 * A **measure** is a quantity to represent that can be calculated.
279 In the wizard, **a measure is symbolized by this blue circle** ** : [[image:measure.svg||height="22" width="22"]]**
280 {{/info}}
281
282 (% class="wikigeneratedid" id="HNommagedumodE8lededonnE9es" %)
283 **Naming the data model**
284
285 * In order to clearly identify the data model, which will promote its future reuse, we will name this data model "**HR datas**";
286 * By default, the data model takes the name of the Excel file
287 * To rename it, enter the desired text in the first field corresponding to **Datamodel's name**.
288
289 (% style="text-align:center" %)
290 [[image:en_rename_DM.gif]]
291
292 (% class="wikigeneratedid" id="HVE9rificationdesassignationdimensionsetmesures" %)
293 **Verification of dimension and measure assignments**
294
295 * Below the name of the data model, a list shows the columns of the file and indicates for each column:
296 ** its index (starting at 0)
297 ** the name (from the identified column header)
298 ** the type :
299 *** dimension
300 *** geographic dimension
301 *** time dimension
302 *** measured
303 ** and the display caption (or displayed value)
304
305 {{info}}
306 **💡 **​​​​​​**Good to know **: a measure calculating the number of rows is automatically created: this is the **Row Count** measure (index 13).
307 {{/info}}
308
309 * Let's go through the list of columns:
310 ** in column 7, we observe that the Postal Code is identified as a measure and not as a dimension
311 *** this is explained by the fact that the Postal Code is a sequence of numbers, and is therefore identified as a number and therefore a measure by DigDash Enterprise
312 *** to correct this oddity, we can select Dimension in the drop-down list associated with this colum
313
314 [[image:en_Edit_DM_change_measure_to_dimension.gif]]
315
316 * in column 8, we see that Satisfaction is identified as a dimension. However, this is a measure assessing employee satisfaction from 0 to 10
317 ** this time we can select Measure in the drop-down list associated with the column to correct this
318
319 [[image:en_Edit_DM_change_dimension_to_measure.gif]]
320
321
322 (% class="wikigeneratedid" id="HAjoutdemesurescalculE9es" %)
323 **Adding calculated measures**
324
325 * Calculated measures allow you to create the measures you want from the measures and the dimensions yet included in the file.
326 * In the wizard, three types of calculated measures are proposed:
327 ** **general functions**: these are classic functions:
328 *** calculating a percentage of progress
329 *** calculating a percentage of the total
330 *** calculating a percentage of a measure
331 *** calculating a rank
332 ** **transformers**: these functions are used to create a measure returning the value of the measure:
333 *** of the day - 1
334 *** of the week - 1
335 *** of the month - 1
336 *** of the year - 1
337 ** **formula**: this calculated measure allows you to apply your own arithmetic formulas on the available measures.
338 * We will see together how to create one or more measures of each of these three types
339 * These measures can then be integrated like all the other measures and dimensions in the graphs in the next step.
340
341 (% class="wikigeneratedid" id="HTauxd27absentE9isme28formule29" %)
342 **//Absenteeism rate (formula)//**
343
344 Here we are going to create the measure calculating the absenteeism rate.
345
346 This calculated measure will use the following formula: //Number of days of absence over a month for an employee divided by 30 //(30 being considered here as the number of days over a month).
347
348 * At the bottom of the column list, click on the **Add a calculated measure** button;
349 * A context menu appears ;
350 * Click on **Formula ...**;
351 * The **Formula Editor** window is displayed;
352
353 (% style="text-align:center" %)
354 [[image:en_Edit_DM_ajout_measure_formule.gif]]
355
356 * First, indicate the name of the new calculated measure being created in the first field: **Absenteeism rate**;
357
358 (% style="text-align:center" %)
359 [[image:en_Edit_DM_ajout_measure_formule_name_measure.gif]]
360
361 * To compose your formula, you must add the measures and dimensions involved and perform the desired arithmetic operation in the** Formula Script** part:
362 ** You can add measures and dimensions by selecting them from the drop-down lists corresponding to each of the categories;
363 *** In our case, click on **Insert Measure In Formula**
364 *** Then choose the **Absenteeism days** measure
365 *** The measurement is added in the text box below.
366 *** Before adding the other measure, complete by writing: **"/ (30 ***"
367 *** Then insert the measure **Number of lines**
368 *** **Finish by closing the parenthesis**
369 ** The final formula should be as follows:
370
371 {{code}}
372 'Absenteeism days(sum)'/(30 * 'Row Count(sum)')
373 {{/code}}
374
375
376 (% style="text-align:center" %)
377 [[image:en_Edit_DM_ajout_measure_formule_write_formula.gif]]
378
379 * Finally you can indicate the format in which this calculated formula will be displayed.
380 ** Here, choose the format **Pourcentage (Percentage)**.
381
382 (% style="text-align:center" %)
383 [[image:en_Edit_DM_ajout_measure_formule_change_format.gif||alt="Edit_DM_ajout_measure_formule_change_format.gif"]]
384
385 * Complete the creation of this measurement by clicking on **Ok**
386 * The newly created calculated measure** Absenteeism Rate** is displayed at the end of the column list.
387
388 (% style="text-align:center" %)
389 [[image:en_Edit_DM_ajout_measure_formule_valider_measure.gif||alt="Edit_DM_ajout_measure_formule_valider_measure.gif"]]
390
391 (% class="wikigeneratedid" id="HTauxd27absentE9ismedumoisprE9cE9dent28transformateurm-129" %)
392 //**Absenteeism rate of previous month (transformer m-1)**//
393
394 Here we are going to create the calculated measure returning the absenteeism rate for the previous month, based on the calculated measure "Absenteeism rate" that we have just created.
395
396 * At the bottom of the columns' list, click on **Add a calculated measure**  ;
397 * A context menu appears ;
398 * Click on** Transformers **then on **Month- 1** ;
399 * The window **Month - 1** appears then ;
400
401 (% style="text-align:center" %)
402 [[image:en_Edit_DM_ajout_measure_transformateur.gif||alt="Edit_DM_ajout_measure_transformateur.gif"]]
403
404 * First, enter the name of the new calculated measure being created in the first field: **Absenteeism rate (previous month)** ;
405 * Int he drop-down list **Source Measure**, choose the measure to which you want to apply the transformer to obtain the value of the previous month of this source measure. 
406 ** Here, choose the recently created calculated measure : **Absenteeism rate**
407
408 (% style="text-align:center" %)
409 [[image:en_Edit_DM_ajout_measure_transformateur_create.gif||alt="Edit_DM_ajout_measure_transformateur_create.gif"]]
410
411 * Complete the creation of this measure by clicking on **Ok** ;
412 * The newly created calculated measure **Taux d'absentéisme du mois précédent **is displayed at the end of the list of columns.
413
414 (% style="text-align:center" %)
415 [[image:en_Edit_DM_ajout_measure_transformateur_validation.gif||alt="Edit_DM_ajout_measure_transformateur_validation.gif"]]
416
417 (% class="wikigeneratedid" id="HTauxd27E9volutiondutauxd27absentE9isme28gE9nE9raledeprogression29" %)
418 //**Evolution rate of absenteeism (general function : progression)**//
419
420 Here we are going to create the calculated measure returning the evolution between the previous absenteeism rate and the current rate by relying on the first two calculated measures that we have just created.
421
422 * In the bottom of the columns' list, click on **Add a calculated measure** ;
423 * A context menu appears ;
424 * Click on **General functions **then on **% Progression** ;
425 * The window **% Progression** appears ;
426
427 (% style="text-align:center" %)
428 [[image:en_Edit_DM_ajout_measure_progression.gif||alt="Edit_DM_ajout_measure_progression.gif"]]
429
430 * First, enter the name of the new calculated measure being created in the first field: **Evolution rate of absenteeism** ;
431 * To calculate a progression type measurement, we must indicate the first measure from which we will measure the evolution with the second measure. We will therefore insert the temporally "oldest" measure in the first measure and the most recent in the second.
432 ** Here, on the drop-down list **First measure**, choose **Absenteeism rate (previous month)** ;
433 ** Then, on the drop-down list **Second measure**, choose **Absenteeism rate** ;
434 * Complete the creation of this calculated measure by clicking on **Ok** ;
435 * The newly created calculated measure **Evolution rate of absenteeism** is displayed at the end of the columns' list.
436
437 (% style="text-align:center" %)
438 [[image:en_Edit_DM_ajout_measure_progression_creation.gif||alt="Edit_DM_ajout_measure_progression_creation.gif"]]
439
440 (% class="wikigeneratedid" id="HMassesalarialedel27annE9eprE9cE9dente28transformateurn-129" %)
441 //**Payroll of previous year (transformer y-1)**//
442
443 Now, we are going to create a calculated measure returning the payroll of the previous year, relying on a already existing measure : **Annual salary**.
444
445 * In the bottom of the columns' list, click on **Add a calculated measure** ;
446 * A context menu appears ;
447 * Click on **Transformers **then on **Year - 1** ;
448 * The window **Year - 1** appears ;
449
450 (% style="text-align:center" %)
451 [[image:en_Edit_DM_ajout_measure_transformation_annee.gif||alt="Edit_DM_ajout_measure_transformation_annee.gif"]]
452
453 * First, enter the name of the new calculated measure being created in the first field: **Payroll (previous year)** ;
454 * On the drop-down list **Source measure**, choose the measure to which you want to apply the transformer to obtain the value of the previous year of this source measure. 
455 ** Here, choose the measure : **Annual salary** ;
456 * Complete the creation of this calculated measure by clicking on **Ok** ;
457 * The newly created calculated measure displays at the end of the columns' list.
458
459 (% style="text-align:center" %)
460 [[image:en_Edit_DM_ajout_measure_transformation_annee_creation.gif||alt="Edit_DM_ajout_measure_transformation_annee_creation.gif"]]
461
462 (% class="wikigeneratedid" id="HTauxd27E9volutiondelamassesalariale28gE9nE9raledeprogression29" %)
463 //**Evolution rate of payroll (general function : progression) **//
464
465 We are now going to create the measure that will return the rate evolution of payroll between a year and a previous year, relying on the already existing measure **Annual salary** and the the recently created calculated measure **Payroll (previous year)**.
466
467 * In the bottom of the columns' list, click on **Add a calculated measure** ;
468 * A context menu appears ;
469 * Click on **General functions** then on **% Progression** ;
470 * The window **% Progression** appears ;
471
472 (% style="text-align:center" %)
473 [[image:en_Edit_DM_ajout_measure_evolution_masse_salariale.gif||alt="Edit_DM_ajout_measure_evolution_masse_salariale.gif"]]
474
475 * First, enter the name of the new calculated measure being created in the first field : **Taux d'évolution de la masse salariale** ;
476 * To calculate a progression type measurement, we must indicate the first measure from which we will measure the evolution with the second measure. We will therefore insert the temporally "oldest" measure in the first measure and the most recent in the second.
477 ** Here, on the drop-down list **First Measure**, choose **Payroll (previous year)** ;
478 ** Then, on the drop-down list  **Second Measure**, choose **Annual salary** ;
479 * Complete the creation of this measure by clicking on **Ok** ;
480 * The newly created calculated measure **Evolution rate of payroll **is displayed at the end of columns' list.
481
482 (% style="text-align:center" %)
483 [[image:en_Edit_DM_ajout_measure_evolution_masse_salariale_creation.gif||alt="Edit_DM_ajout_measure_evolution_masse_salariale_creation.gif"]]
484
485 {{info}}
486 **💡 Good to know : ** a calculated measure can be created directly from an already existing measure :
487
488 * place your cursor on the line of **Annual salary**
489 * click on **More...**
490 * on the context menu displayed, place the cursor on **Create a calculated measure from 'Annual salary'**​​​​​, then on **Transformers**
491 * click on **Year - 1**
492 * the window for the creation of the calculated measure appears, already configured
493 * in our case, we have already created a similar function, click then on **Cancel**
494
495 (% style="text-align:center" %)
496 [[image:en_Edit_DM_creation_mesure_depuis_mesure_existante.gif||alt="Edit_DM_creation_mesure_depuis_mesure_existante.gif"]]
497
498
499 {{/info}}
500
501 (% class="wikigeneratedid" id="HModificationdeslibellE9sd27affichage" %)
502 **Changes to display labels**
503
504 * Last step in the configuration of our data model, we will now see how to rename the column identifiers.
505 * Indeed, taken from the columns of the Excel file, these identifiers may not be very representative of your business area, or speak little, etc.
506 * It is therefore entirely possible to rename them to allow a clear display in the graphics.
507
508 * In the current example that we are following during this tutorial, we can observe that the measure of column #10 is named "Annual salary". That is not consistent with the other recently created measures that have been named with "Payroll" wording.
509 * We are going then to rename the name "Annual salary" of column #10 by "Payroll" :
510 ** Place the cursor on the line of the column #10 "Annual salary"
511 ** The line become grey and a link **More...** appears.
512 ** Click on **More...**
513 ** On the context menu that just appears, click on **Edit display name**
514 ** The field containing the displayed value is now editable. Enter **Payroll**.
515 ** Click anywhere outside the field to complete the entry.
516
517 (% style="text-align:center" %)
518 [[image:en_Edit_DM_changement_libelle_affichage_masse_salariale.gif||alt="Edit_DM_changement_libelle_affichage_masse_salariale.gif"]]
519
520 * We can follow the same process to rename **Department code (ISO) ** to **Department code**:
521
522 (% style="text-align:center" %)
523 [[image:en_Edit_DM_changement_libelle_affichage_code_departement.gif||alt="Edit_DM_changement_libelle_affichage_code_departement.gif"]]
524
525 (% class="wikigeneratedid" id="HValidation" %)
526 **Validation**
527
528 We have arrived at the end of these steps of loading the data then configuring the data model.
529
530 Yoy can now click on the blue button at the bottom of the columns' list : **Validate the configuration**
531
532 (% style="text-align:center" %)
533 [[image:en_Edit_DM_validation_configuration.gif||alt="Edit_DM_validation_configuration.gif"]]
534
535 = Personalized dashboard creation : first charts =
536
537 After loading the data and editing the model of this data, we will now see the construction of the graphs to finally build our first dashboard on** absenteeism in the company**.
538
539 We will first choose how to create the dashboard, before configuring the charts.
540
541 We will then be able to insert them into the dashboard using a proposed smart layout.
542
543 == Personalized dashboard creation ==
544
545 === Choice of personalized creation mode ===
546
547 In its Wizard, DigDash Enterprise offers you two ways to create a new dashboard page from the data model we have just loaded and configured:
548
549 * **automatically **: the graphics are automatically preselected and preconfigured for you;
550 * **in a personalized way **: you create your charts while being free to choose the different axes of analysis.
551
552 In the case of this tutorial, we are going to create this new dashboard page by following the personalized way :
553
554 * In the page currently displayed, click on **Dashboard personalized** ;
555 * Click then on **Next** ;
556 * The page **Build your own dashboard** is now displayed
557
558 (% style="text-align:center" %)
559 [[image:en_Premiers_graphiques_choix_personnalise.gif||alt="Premiers_graphiques_choix_personnalise.gif"]]
560
561 === Charts construction ===
562
563 === Presentation ===
564
565 * In this part, the Wizard is divided into two vertical parts : 
566 ** **on the left, you will find the chart configuration part** : this is where you can configure the wanted chart, before adding them to the list of charts to be inseted in the dashboard page being currently created ;
567 ** **on the right, you find the list of charts to insert in the dashboard page being created.**
568
569 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral" %)
570 **General process**
571
572 The charts construction follows the following process :
573
574 1. Choice of a chart among the custom charts or the charts offered by DigDash Enterprise; ;
575 1. Configuration of dimensions and measures ;
576 1. Addition to the list of charts of the dashboard page being created.
577
578 This operation is to be repeated as many times as you wish to add a chart to the dashboard.
579
580 {{info}}
581 **💡 Good to know : **in this part of the wizard, the graphics are divided into two categories:
582
583 * **custom graphics **: you have the hand to choose the type of graphic representation and up to 3 dimensions and 3 measures ;
584 * **suggested graphics **: these are the graphics proposed by the intelligence of DigDash Enterprise because they can respond to an interesting use case.
585 {{/info}}
586
587 (% class="wikigeneratedid" id="HCrE9ationdesgraphiques" %)
588 **Charts creation**
589
590 First, we are going to create four graphs related to absenteeism in the company.
591
592 (% class="wikigeneratedid" id="HEvolutiondutauxd27absentE9isme" %)
593 //**Evolution of absenteeism rate**//
594
595 In this first graph, we will build a **line chart** showing the **evolution of the absenteeism rate over time**. This graph is already almost ready, because the intelligence of DigDash Enterprise has detected that it could respond to an interesting use case. This is why it is proposed in the **Suggested graphics**, which will allow us to configure it even more quickly!
596
597 To create this chart :
598
599 1. In the **Suggested graphics**, locate the **Trend Analysis**.
600 1. The dimension is automatically fixed on the Date. Choose **Absenteeism rate** from the drop-down list of measures.
601 1. Click on the button +.
602 1. The **Trend (Date) Absenteeism rate** graph is now integrated into the page being created. You will be able to see it, rename it, and even configure it in more detail in the next step !
603
604 (% style="text-align:center" %)
605 [[image:en_Premiers_graphiques_taux_absenteisme_par_date.gif||alt="Premiers_graphiques_taux_absenteisme_par_date.gif"]]
606
607 {{info}}
608 **💡 Good to know :** it is possible to delete one of the graphics already added in the list..
609
610 To do this, click on the cross associated with this graphic in the list.
611
612 (% style="text-align:center" %)
613 [[image:en_Premiers_graphiques_exemple_suppression.gif||alt="Premiers_graphiques_exemple_suppression.gif"]]
614
615
616 {{/info}}
617
618 (% class="wikigeneratedid" id="HNombredejoursd27absentE9ismeparservice" %)
619 //**Absenteeism days by service**//
620
621 In this second chart, we are going to build a **histogram **presenting the **number of days of absenteeism by service**. This time, the chart will be created from the **Custom graphics**.
622
623 To create this chart :
624
625 1. Locate the **Custom graphics** part in the left side;
626 1. By default, the chart type for Custom graphics is a horizontal bar chart. Click on the button representing this graphic representation to select a column representation.
627 1. By default, the number of dimension and measure is 1. This corresponds to the graph that we want to create. So, we do not have to modify these values.
628 1. Into the drop-down list of dimensions, choose **Service** ;
629 1. Into the drop-down list of measures, choose **Absenteeism days** ;
630 1. Click on the button +.
631 1. The chart **Absenteeism days by service** is now integrated into the page being created. You will be able to see it, rename it, and even configure it in more detail in the next step !
632
633 (% style="text-align:center" %)
634 [[image:en_Premiers_graphiques_jours_absenteismes_par_service.gif||alt="Premiers_graphiques_jours_absenteismes_par_service.gif"]]
635
636 (% class="wikigeneratedid" id="HCausesd27absentE9isme" %)
637 //**Absenteeism causes**//
638
639 In this third graph, we will construct a **pie chart** presenting the **distribution of the causes of absenteeism**.
640
641 To create this chart :
642
643 1. Locate the **Custom graphics** part in the left side;
644 1. By default, the chart type for Custom graphics is a horizontal bar chart. Click on the button representing this graphic representation to **select a pie chart representation**.
645 1. By default, the number of dimension and measure is 1. This corresponds to the graph that we want to create. So, we do not have to modify these values.
646 1. Into the drop-down list of dimensions, choose **Absenteeism reasons**
647 1. Into the drop-down list of measures, choose **Absenteeism days**
648 1. Click on the button +.
649 1. The chart **Absenteeism days by Absenteeism reasons **is now integrated into the page being created. You will be able to see it, rename it, and even configure it in more detail in the next step !
650
651 (% style="text-align:center" %)
652 [[image:en_Premiers_graphiques_jours_absenteismes_par_raison.gif||alt="Premiers_graphiques_jours_absenteismes_par_raison.gif"]]
653
654 (% class="wikigeneratedid" id="HCartographie:nombredejoursd27absentE9ismepardE9partement" %)
655 //**Map: absenteeism rate by department**//
656
657 In this fourth graph, we will construct a **map** representing the **absenteeism rate by department**. This graph is already almost ready, because the intelligence of DigDash Enterprise has detected that it could respond to an interesting use case. This is why it is proposed in the **Suggested graphics**, which will allow us to configure it even more quickly!
658
659 To create this chart :
660
661 1. In the **Suggested graphics**, locate the **Geographic Analysis**.
662 1. The dimension is automatically fixed on the department code (as it is the only geographic dimension of the data model). Choose **Absenteeism rate** from the list of measures.
663 1. Click on the button +.
664 1. The chart A**bsenteeism rate by department code **is now integrated into the page being created. You will be able to see it, rename it, and even configure it in more detail in the next step !
665
666 (% style="text-align:center" %)
667 [[image:en_Premiers_graphiques_jours_absenteismes_par_geographie.gif||alt="Premiers_graphiques_jours_absenteismes_par_geographie.gif"]]
668
669 === Naming the dashboard ===
670
671 * Before continuing, don't forget to name the dashboard.
672 * At the top of the page, the **Dashboard Name** field allows you to enter what will be the name of the new page being created.
673 * Here, enter "**Absenteeism**".
674
675 (% style="text-align:center" %)
676 [[image:en_Premiers_graphiques_nommage_dashboard.gif||alt="Premiers_graphiques_nommage_dashboard.gif"]]
677
678 === Choice of layout ===
679
680 We have just created 4 charts, which will be the charts of the "Absenteeism" dashboard.
681
682 To arrange these graphics within a page, several layouts are offered by DigDash Enterprise. These layouts automatically arrange the graphics on the page, to save you time.
683
684 * At the bottom of the list of the charts to be inserted in the page being created, locate the **Selected layout : automatic**
685 * By clicking on the button, several layout choices are available in a scroll list displayed at the right of the window.
686 * At the top, the first choice is **Automatic** : DigDash Enterprise will take care of all the layout logic.
687 * At the bottom of this first choice, you can choose several orientation of automated layout according to your preferences : 
688 ** notice the different symbols in the pre-layout areas : they correspond to the content that will be automatically added there : 
689 *** graphic
690 *** dimensions for filtering
691 *** filtered items
692 * Choose the second choice : **Charts + Filters on the left**
693 * Close the drop-down list using the cross.
694 * Check the choice we just made: **Selected layout: Graphics + Filters on the left**
695
696 (% style="text-align:center" %)
697 [[image:en_Premiers_graphiques_choix_disposition.gif||alt="Premiers_graphiques_choix_disposition.gif"]]
698
699 After this last step, we will exit the Wizard to find ourselves in the Dashboard Editor. From this editor, we will refine the dashboard just created.
700
701 * Click on **Finish and build the dashboard**
702
703 (% style="text-align:center" %)
704 [[image:en_Premiers_graphiques_terminer.gif||alt="Premiers_graphiques_terminer.gif"]]
705
706 = Finalization of the dashboard : absenteeism =
707
708 After loading the data, then editing the data model, and finally configuring the graphs that we want to see in our first dashboard dedicated to absenteeism in the company, we finally reach our goal! Indeed, we have just returned to the Dashboard Editor, and the 4 configured graphs are already arranged in our "Absenteeism" page.
709
710 Also, this part of the tutorial will show us how to polish the page we just created. Thus, we will see in particular:
711
712 * how to add dimensions as filters;
713 * how to modify the graphics already built;
714 * how to rename and access graph properties.
715
716 Finally, this part will also be an opportunity to familiarize ourselves more with the editor.
717
718 == Back in the Dashboard Editor ==
719
720 In the previous part, we configured the first charts.
721
722 Having requested the construction of the dashboard, they are now arranged in your first dashboard page, which you now see in the editor.
723
724 Let's observe several things:
725
726 * the page created belongs to your personal role and bears the name chosen in the previous step;
727 * the section of filtered elements has been automatically added (top left): this space will list the filtered dimensions (and the members to which these filters relate)
728 * on the left, the section "**Information Flow (Existing Graphics)**" is open:
729 ** this section contains all the graphs we just created in the previous step;
730 ** notice that the open role (or portfolio) is your personal role; later, you will be able to open another portfolio in your organization;
731 ** in the event that you delete by mistake one of the graphics inserted in the page, you can rearrange it in the page from this space by simply dragging and dropping to the desired area on the page;
732 ** also notice that the 4 dashboard charts present are all grouped together in a category with the same name as the page created.
733 * at any time, you can consult the dashboard in its final state by clicking on the consult button located in the upper banner of the editor.
734 ** this switch to consultation also allows you to save the modifications made in the editor.
735
736 (% style="text-align:center" %)
737 [[image:en_Finalisation_retour_editeur.gif||alt="Finalisation_retour_editeur.gif"]]
738
739 After these observations, let's move on to finalizing this first page dedicated to absenteeism.
740
741 == Finalization of the page ==
742
743 === Adding dimensions as filters ===
744
745 Any dashboard must be able to offer its users to filter on its dimensions, and this is what we are going to put in place from now on. We will now add the dimensions "Date", "Department" and "Gender" as a filter.
746
747 To do this :
748
749 * Notice on the left column of the page being edited, the three rectangles inviting you to "**Drag and drop Dimension**"
750 * It is on these three areas that we will insert our three dimensions.
751 * Click on the "Dimension" link of the first rectangle
752 * Note that in the left banner, the "**Filters / Variables**" part opens
753 * Drag and drop successively in the three identified areas:
754 ** the **Date **dimension
755 ** the **Service **dimension
756 ** and the **Gender **dimension
757
758 (% style="text-align:center" %)
759 [[image:en_Finalisation_insertion_dimensions.gif||alt="Finalisation_insertion_dimensions.gif"]]
760
761 {{info}}
762 💡 **Good to know :** did you notice that an asterisk appeared in the name of the page? It just means that changes in progress are not yet saved.
763 {{/info}}
764
765 * Notice that the **Date dimension presents its members in day / month / year format**.
766 * To switch to year format:
767 ** hover over this **Date **dimension with the mouse
768 ** click on the **toothed wheel** that appears
769 ** select **Properties **from the context menu, then **Settings**
770 ** in the **Hierarchy **drop-down list, select **Date**
771 ** then, in the **Level **drop-down list, select **Year**
772 ** finally, choose, below, in the **Type of visualization drop-down list: Horizontal list**
773
774 (% style="text-align:center" %)
775 [[image:en_Finalisation_modification_format_affichage_dimension_date.gif||alt="Finalisation_modification_format_affichage_dimension_date.gif"]]
776
777 {{info}}
778 As this part of the tutorial progresses, do not hesitate to switch from editor mode to consultation mode, to view the modifications generated on the final result by our changes!
779
780 **How to go directly back to the editor from the consultation mode?**
781
782 * click on your username
783 * in the contextual menu that opens, click on **Editor**
784
785 (% style="text-align:center" %)
786 [[image:en_Finalisation_back_to_editor.gif||alt="Finalisation_back_to_editor.gif"]]
787
788
789 {{/info}}
790
791 === Renaming the charts ===
792
793 As you may have noticed, automatically constructed graphs feature automatically generated names, which can be complex to understand.
794
795 Also, in this part, we will rename the graphics so that they have a more meaningful name.
796
797 To do this,
798
799 * hover over the graph **Trend (Date) Absenteeism rate**
800 * click on the **toothed wheel** displayed at the top right
801 * click on **Rename **in the context menu
802 * enter the new name: **Evolution of absenteeism rate**.
803 * click OK to validate the renaming
804
805 Do the same to rename:
806
807 * //Absenteeism days by Service// in **Number of days of absenteeism per service**
808 * //Absenteeism days by Absenteeism reason// in **Causes of absenteeism**
809 * //Absenteeism rate by Department code// in **Absenteeism rate by department**
810
811 (% style="text-align:center" %)
812 [[image:en_Finalisation_renommage_chart.gif||alt="Finalisation_renommage_chart.gif"]]
813
814 === Modification of already constructed graphics ===
815
816 Now that your page is starting to take shape, that it contains filters and that its graphics have meaningful names, it is important that the graphics do not bear inconsistencies, and follow rules that may be unique to your business. or operation of your service.
817
818 This is why we have the possibility to modify in depth the graphics already built, always from the editor.
819
820 So, we will see here how:
821
822 * change the level of the Date dimension of the Absenteeism rate by date graph to display the dates at the quarter level;
823 * change the colors of the columns of the histogram Number of days of absenteeism per service so that each service has a different color;
824 * change the colors of the absenteeism rate map by department.
825
826 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral-1" %)
827 **General process**
828
829 First, let's discuss the general operation of modifying graphics already created in the editor:
830
831 * When the mouse hovers over a graph, a pencil icon appears at the top right of the graph area: [[image:edit.svg||queryString="width=22&height=22" height="22" width="22"]]
832 * Click on it to open the chart modification area
833 * On this modification space:
834 ** the central space presents the preview of the modifications made;
835 ** the left column presents multiple elements and options, including in particular the dimensions and measures that can be added or substituted for each graph;
836 ** hovering over this left column, a configuration area appears over the central preview area:
837 *** it is here that we can add measures and dimensions by dragging and dropping from the left column;
838 *** it is here again that we can modify the configuration of the dimensions and measures already in place;
839 * Once the modifications are completed, it is possible to save the changes by clicking on the appropriate icon at the top right: [[image:save-round.svg||queryString="width=22&height=22" height="22" width="22"]].
840
841 (% style="text-align:center" %)
842 [[image:en_Finalisation_principe_edition.gif||alt="Finalisation_principe_edition.gif"]]
843
844 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardate:afficherlesdatesauformattrimestre" %)
845 //**Absenteeism rate by date: display dates in quarter format**//
846
847 In this first graph, we are going to enter edit mode to display the dates of the line graph in quarter format.
848
849 To do this :
850
851 * On the editor page, hover over the area of the **Absenteeism rate by date** graph
852 * Click on the pencil icon that appears
853 * The edit space for this graphic appears
854 * In the left column, in the **Dimensions **section, click **Date ...**
855 * Locate the hierarchy / level couple **Month Year / Quarter**
856 * Drag and drop this hierarchy / level couple to the configuration area X
857 * Save the modification using the appropriate icon at the top right
858 The dates in the chart are now displayed in quarter format!
859
860 (% style="text-align:center" %)
861 [[image:en_Finalisation_edition_graphique_ligne_format_date.gif||alt="Finalisation_edition_graphique_ligne_format_date.gif"]]
862
863 {{info}}
864 **💡 Good to know :** if a dimension sees its name juxtaposed with "...", it means that it offers one or more hierarchies and allows you to choose the level to display in your chart.
865 {{/info}}
866
867 (% class="wikigeneratedid" id="HNombredejoursd27absentE9ismesparservice:colorerl27histogrammeparserviceettrierselonlamesure" %)
868 //**Number of days of absenteeism by service : color the histogram by service and sort according to the measure**//
869
870 In this second graph, we will enter the edit mode of the graph to color the columns according to the service. We will also take the opportunity to find out how to filter on the measure.
871
872 To do this :
873
874 * On the editor page, hover over the graph area **Number of days of absenteeism by service**
875 * Click on the pencil icon that appears
876 * The edit space for this graphic appears
877 * In the configuration area, right-click on **Column**
878 * In the context menu that appears, click on **Activate the color cycle**
879 * Notice that each column, for each department, is a different color.
880
881 (% style="text-align:center" %)
882 [[image:en_Finalisation_edition_graphique_colonnes_cyclage_couleur.gif||alt="Finalisation_edition_graphique_colonnes_cyclage_couleur.gif"]]
883
884 * Again, right-click on **Column**
885 * In the contextual menu that appears, hover the mouse over** Add sort on measure(desc.)**
886 * Click on the **Absenteeism Days** measure in the submenu that appears
887 * The columns are now sorted from the most important to the least important number of days of absenteeism
888 * Save the modification using the appropriate icon at the top right
889
890 (% style="text-align:center" %)
891 [[image:en_Finalisation_edition_graphique_colonnes_tri_mesure_desc.gif||alt="Finalisation_edition_graphique_colonnes_tri_mesure_desc.gif"]]
892
893 (% class="wikigeneratedid" %)
894 //**Absenteism rate by department : change the colors used by the map**//
895
896 In this third graph, we will enter the edit mode of the graph to change the colors used in the graph to color the departments. In fact, in the current state, the colors assigned by default do not make it possible to differentiate the rate shades at first glance.
897
898 * On the editor's page, hover over the area of the Absenteeism rate by department graph;
899 * Click on the pencil icon that appears;
900 * The edit space for this graphic appears;
901 * In the left area, click on **Style ...**, then on **Colors ...**;
902 * By default, the "Flat Design" color palette is selected;
903 * Click the drop-down list to choose **Flat Design 04**;
904 * Save the modification using the appropriate icon at the top right;
905
906 (% style="text-align:center" %)
907 [[image:en_Finalisation_edition_graphique_map_choix_palette_couleur.gif||alt="Finalisation_edition_graphique_map_choix_palette_couleur.gif"]]
908
909 = Creation of the second page: payroll =
910
911 After having created a first page of our dashboard relating to absenteeism, we are now going to create a second page dedicated to the payroll.
912
913 We will see as follows:
914
915 * how to add a new page;
916 * how to create new graphs from the data source added and modeled in the previous parts;
917 * and how to insert and configure these new graphics in the new page;
918
919 == Adding a new page and choosing a layout ==
920
921 As we have observed previously, the **Absenteeism **page belongs to your personal role, with your username. We will add a second page, still in this personal role. During creation, we will choose layout for our new page.
922
923 * Click on the symbol [[image:14-plus.png||height="22" width="22"]] to the right of the **Absenteeism **page;
924 * The **Add page **window appears;
925 * Enter the name of the page: **Payroll**;
926 * We are now going to choose a design mode for the page: in the **Display mode** drop-down list, click **Templates ...**;
927 * The **Templates **window appears;
928 * For more consistency with the previous page, we will choose the same layout: click on **Graphics + filters on the left**;
929 * Validate this choice by clicking on **OK**;
930 * Then validate the creation of the new page by clicking on **OK **again;
931 * Our new **Payroll **page is then displayed.
932
933 (% style="text-align:center" %)
934 [[image:en_Seconde_page_creation_nouvelle_page.gif||alt="Seconde_page_creation_nouvelle_page.gif"]]
935
936 == Creation of new graphics ==
937
938 Our new **Payroll **page has now been created! We will now configure new graphics.
939
940 === Creation of new graphics from the Editor : general process ===
941
942 * Note that on the left of our pages, the **Information Flow (Existing Graphics) **section is open and presents the information flows that already exist;
943 * Let's open the panel below **Creating new graphics** by clicking on it;
944 * We find the similar graph configuration tool that we took in hand earlier in the wizard;
945 * Note that the "**HR Datas**" data model is automatically selected;
946 * It is from this data model that we will create our new graphs about **payroll**.
947
948 (% style="text-align:center" %)
949 [[image:en_Seconde_page_creation_ouverture_panel_creation_graphique.gif||alt="Seconde_page_creation_ouverture_panel_creation_graphique.gif"]]
950
951 === Evolution of the payroll by service over the last year ===
952
953 This first graph, in the form of a table, will represent the evolution of the payroll by service. We will then apply a filter to show the changes in each service only over the last year.
954
955 (% class="wikigeneratedid" id="HConfiguration" %)
956 **Configuration**
957
958 * In the **Creating new graphics** section, locate the **Custom graphics **subsection;
959 * Click on the icon representing a table;
960 * In this table, we will represent, for each service, the payroll for the previous year, the payroll for the current year and the rate of change between these two years.
961 * We will therefore need **one dimension** and **three measures** to configure this table.
962 * Enter **3** in the **number of measures;**
963 * Then select the dimension from the drop-down list: **Service**;
964 * Then select the three measures:
965 ** **Payroll for the previous year**;
966 ** **Payroll**;
967 ** **Evolution rate of payroll**;
968 * Finally click on the + symbol to add the graphic to the page.
969
970 (% style="text-align:center" %)
971 [[image:en_Seconde_page_graphique_tableau_masse_salariale.gif||alt="Seconde_page_graphique_tableau_masse_salariale.gif"]]
972
973 (% class="wikigeneratedid" id="HRenommage" %)
974 **Renaming**
975
976 * Let us rename the graph by **Evolution of the payroll by service**:
977 ** position your mouse cursor on the graph;
978 ** at the top right of the graph, a toothed wheel appears: click on it;
979 ** in the context menu that appears, click on **Rename**;
980 ** enter the new name of the graph: **Evolution of the payroll by service**;
981 ** validate by clicking on **OK**;
982
983 (% style="text-align:center" %)
984 [[image:en_Seconde_page_graphique_tableau_masse_salariale_renommage.gif||alt="Seconde_page_graphique_tableau_masse_salariale_renommage.gif"]]
985
986 (% class="wikigeneratedid" id="HFiltrage" %)
987 **Filters**
988
989 * We will then filter this chart to take into account the last year of our dataset.
990 * The filter we are going to create here will be exclusive to this chart and will not be propagated to other charts.
991 ** position your mouse cursor on the graph;
992 ** at the top right of the graph, a toothed wheel appears: click;
993 ** in the context menu that appears, click **Properties**;
994 ** in the window that appears, click the **Filters **tab (under the **Parameters **tab);
995 ** in this tab, the filterable dimensions are displayed: there is currently no filter configured;
996 ** click on the **All **filter corresponding to the **Date **dimension;
997 ** a window allowing you to configure the filter for this dimension is displayed;
998 ** in the **Filter type** drop-down list, select **Predefined**;
999 ** in the second **Context **drop-down list, select **Max data date**;
1000 ** in the last **Member **drop-down list, select **Year**;
1001 ** validate by clicking on **OK**;
1002 ** validate again by clicking on **OK**;
1003
1004 (% style="text-align:center" %)
1005 [[image:en_Seconde_page_graphique_tableau_masse_salariale_filtrage_last_year.gif||alt="Seconde_page_graphique_tableau_masse_salariale_filtrage_last_year.gif"]]
1006
1007 === Payroll evolution ===
1008
1009 We are now going to create a second graph, in curve, which will represent the evolution of the wage bill over the years.
1010
1011 (% class="wikigeneratedid" id="HConfiguration-1" %)
1012 **Configuration**
1013
1014 * Into the **Creating new graphics** section, locate **Trend Analysis** (in **Suggested graphics** part);
1015 * Choose the measure on the drop-down list : **Payroll** ;
1016 * Finally, click on the plus symbol (+) to add the graphic to the page.
1017
1018 (% style="text-align:center" %)
1019 [[image:en_Seconde_page_graphique_courbe_masse_salariale.gif||alt="Seconde_page_graphique_courbe_masse_salariale.gif"]]
1020
1021 (% class="wikigeneratedid" id="HRenommage-1" %)
1022 **Renaming**
1023
1024 * As in the previous step, let's rename this graph by **Payroll evolution **: 
1025 ** position your mouse cursor on the graph;
1026 ** at the top right of the graph, a toothed wheel appears: click on it;
1027 ** in the context menu that appears, click on **Rename**;
1028 ** enter the new name of the graph: **Payroll evolution**;
1029 ** validate by clicking on **OK**;
1030
1031 === Payroll by service ===
1032
1033 We are now going to create a third chart : it will be a pie chart representing the repartition of payroll by service.
1034
1035 (% class="wikigeneratedid" id="HConfiguration-2" %)
1036 **Configuration**
1037
1038 * Into the **Creating new graphics** section, locate the **Custom graphics** part ;
1039 * Click on the icon of the pie chart representation
1040 * Choose then the dimension in the dropdown list : **Service** ;
1041 * Then choose the measure : **Payroll **;
1042 * Finally, click on the plus symbol (+) to add the graphic to the page.
1043
1044 (% style="text-align:center" %)
1045 [[image:en_Seconde_page_graphique_secteur_masse_salariale_par_service.gif||alt="Seconde_page_graphique_secteur_masse_salariale_par_service.gif"]]
1046
1047 (% class="wikigeneratedid" id="HRenommage-2" %)
1048 **Renaming**
1049
1050 * As in the previous steps, let's rename this graph by **Payroll by service **: 
1051 ** position your mouse cursor on the graph;
1052 ** at the top right of the graph, a toothed wheel appears: click on it;
1053 ** in the context menu that appears, click on **Rename**;
1054 ** enter the new name of the graph: **Payroll by service**;
1055 ** validate by clicking on **OK**;
1056
1057 === Payroll by service and gender ===
1058
1059 Finally, we will create a fourth chart : it will be a histogram presenting the repartition of payroll infunction of service and gender.
1060
1061 (% class="wikigeneratedid" id="HConfiguration-3" %)
1062 **Configuration**
1063
1064 * Into the **Creating new graphics** section, locate the **Custom graphics** part ;
1065 * Click on the icon presenting the histogram representation ;
1066 * In this diagram, we are going to represent, for each service, then for each gender, the payroll.
1067 * So we will need two dimensions and a measure to configure this diagram.
1068 * Enter 2 in the number of dimensions;
1069 * Then select the two dimensions in the drop-down lists: **Gender **then **Service**;
1070 * Then choose the measure : **Payroll **;
1071 * Finally, click on the plus symbol (+) to add the graphic to the page.
1072
1073 (% style="text-align:center" %)
1074 [[image:en_Seconde_page_graphique_secteur_masse_salariale_par_service_et_genre.gif||alt="Seconde_page_graphique_secteur_masse_salariale_par_service_et_genre.gif"]]
1075
1076 (% class="wikigeneratedid" id="HApplicationd27unepalettedecouleuradE9quate" %)
1077 **Applying an appropriate color palette**
1078
1079 The histogram that we have just created presents a uniformity of color which does not make it possible to distinguish at first glance the two genders represented.
1080
1081 To correct this:
1082
1083 * with your mouse, position the cursor on the graph;
1084 * at the top right, a pencil appears: click on it;
1085 * the graph editing window appears;
1086 * in the configuration area, right-click on **Column**;
1087 * in the context menu that appears, click on **Enable the color cycle**;
1088 * in the left area, click on **Style ...** then on** Colors ...**;
1089 * a window allowing you to choose a color palette appears;
1090 * select from the **Color Gender** drop-down list;
1091 * automatically, the correct colors are applied;
1092 * save by clicking on the "floppy disk" logo at the top right.
1093
1094 (% style="text-align:center" %)
1095 [[image:en_Seconde_page_graphique_secteur_masse_salariale_par_service_et_genre_couleur_HF.gif||alt="Seconde_page_graphique_secteur_masse_salariale_par_service_et_genre_couleur_HF.gif"]]
1096
1097 (% class="wikigeneratedid" id="HRenommage-3" %)
1098 **Renaming**
1099
1100 * As in the previous step, let's rename this graph by **Payroll by service and gender **: 
1101 ** position your mouse cursor on the graph;
1102 ** at the top right of the graph, a toothed wheel appears: click on it;
1103 ** in the context menu that appears, click on **Rename**;
1104 ** enter the new name of the graph: **Payroll by service and gender**;
1105 ** validate by clicking on **OK**;
1106
1107 == Adding dimensions as filters ==
1108
1109 Our page is almost ready. We still have, as we did before for the previous page, to add the dimensions in order to allow us to filter in consultation mode.
1110
1111 To do this :
1112
1113 * Notice on the left column of the page being edited, the three rectangles inviting you to "**Drag and drop Dimension**"
1114 * It is on these three areas that we will insert our three dimensions.
1115 * Click on the "Dimension" link of the first rectangle
1116 * Note that in the left banner, the "**Filters / Variables**" part opens
1117 * Drag and drop successively in the three identified areas:
1118 ** the **Date **dimension
1119 ** the **Service **dimension
1120 ** and the **Gender **dimension
1121
1122 (% style="text-align:center" %)
1123 [[image:en_Seconde_page_ajout_dimension_filtrage.gif||alt="Seconde_page_ajout_dimension_filtrage.gif"]]
1124
1125 * Notice that the **Date dimension presents its members in day / month / year format**.
1126 * To switch to year format:
1127 ** hover over this **Date **dimension with the mouse
1128 ** click on the **toothed wheel** that appears
1129 ** select **Properties **from the context menu, then **Settings**
1130 ** in the **Hierarchy **drop-down list, select **Date**
1131 ** then, in the **Level **drop-down list, select **Year**
1132 ** finally, choose, below, in the **Type of visualization drop-down list: Horizontal list**
1133
1134 (% style="text-align:center" %)
1135 [[image:en_Seconde_page_modif_format_dimension_date.gif||alt="Seconde_page_modif_format_dimension_date.gif"]]
1136
1137 = Conclusion =
1138
1139 == Congratulations ! ==
1140
1141 From our Excel file, we were able to build a real dashboard thanks to the Dashboard Creation Wizard of DigDash Enterprise.
1142
1143 We saw :
1144
1145 * how to load a file;
1146 * how to edit the data configuration and thus model a data model;
1147 * how to configure charts from this data model;
1148 * how to configure dashboard pages to add filters;
1149 * how to modify the visualization generated by default, entering in more detail in the parameters;
1150
1151 == To go further... ==
1152
1153 It is possible to go even further!
1154
1155 With the Studio, DigDash Enterprise allows you to go into more detail in the configuration of your data models, to connect to your databases or to be able to join or join several data sources.
1156
1157 Do not hesitate to get in touch with your DigDash Enterprise administrator or your DigDash referent contact to discuss this matter!