Wiki source code of Tutoriel Avancé

Last modified by jhurst on 2022/06/17 14:55
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1 {{ddtoc/}}
2
3 ----
4
5 = Source file download =
6
7
8 In order to be able to carry out this tutorial, you will need to recover two Excel files "telecomen.xls" and "retailen.xls" (click on each file name to download them).
9
10 = Creation of the “telecom” data model =
11
12 __Objective __: Import into DigDash Enterprise the Excel file “telecomen.xls” (downloaded previously) which represents the data of a (fictitious) telecommunications company. Enrich this source to build a data model to create relevant graphs.
13
14 This data model will then be used by several graphs.
15
16 * From the home screen, click on **Web Studio**
17 * [[image:web-studio.png||alt="1600030302328-951.png"]]
18 * In the login box, enter your account information in the Username and Password fields.
19
20 {{warning}}
21 **In any case, **you must use in the login interface** the username and password** provided by your administrator to log in. This person will be able to help you in the event of a **connection problem**.
22 {{/warning}}
23
24 [[image:2022R1_adminconsole_1.jpg||queryString="width=538&height=460" alt="2021-login.png"]]
25
26 == Step 1 : Import a data source ==
27
28 {{warning}}
29 **This tutorial assumes that you are going to import your data sources and create your charts in your personal wallet.**
30 {{/warning}}
31
32 * In the toolbar at the top of the main window, click on the **Sources**... button, then **All types** in the** Files** section[[image:2022R1_webstudio_1.jpg||queryString="width=587&height=312" alt="2021R2-Sources-Studio2.png"]]
33
34 The Search for **Remote Documents** box appears:
35
36 [[image:2022R1_webstudio_2.jpg||alt="1652102891300-756.png"]]
37
38 * Click **Select **at the top of the dialog then choose the “**Common Datasources**” document server.
39 * Click the **Add File to Server... **button. The **Select Local File or URL** box will appear.
40 * Select **Choose a local file** and then click **Browse** to select the "**telecomen.xls**" file retrieved earlier.
41
42 {{warning}}
43 **Reminder: **The **telecomen.xls** file can be downloaded by following **this link**.
44 {{/warning}}
45
46 [[image:2022R1_webstudio_3.jpg||queryString="width=818&height=416" alt="1600031148404-257.png"]]
47
48 * Click on **OK**.
49
50 The file is now saved on the DigDash "**Common Datasources**" server and accessible to **all users**.
51
52 {{info}}
53 NB: if the **UserDocs **document server is selected, the documents are **only accessible to the user who uploaded them**.
54 {{/info}}
55
56 * In the **Search for remote documents** box, select “**telecomen.xls**”.
57
58 [[image:2022R1_webstudio_4.jpg||queryString="width=773&height=392" alt="1600031248631-694.png"]]
59
60 * Click on **OK**
61
62 The box **Load data from an Excel spreadsheet **appears.
63
64 [[image:2022R1_webstudio_6.jpg||queryString="width=842&height=439" alt="2021R2-previsu.png"]]
65
66 * Check the box **First row as header**.
67 [[image:2022R1_webstudio_7.jpg||queryString="width=242&height=136" alt="1600031668568-919.png"]]
68 * Click on the button **Add…**, to the right of the button **Disable empty columns**.
69
70 The popup **Edit filter rule** appears :
71
72 [[image:2022R1_webstudio_8.jpg||queryString="width=743&height=386" alt="2021R2-previsu-date.png"]]
73
74 * Let the default values (**Date **in the first drop-down list and “**is not empty**” in the second drop-down list)
75 * Click on **OK **then **Next >**.
76
77 == Step 2 : Configure the data model ==
78
79 * Name the data model “**telecom**” :
80
81 [[image:2022R1_webstudio_9_1.jpg||alt="2021R2-modele_telecom.png"]]
82
83 __Next steps __:
84
85 Create a **manual hierarchy** of corporate departments. Create an **automatic hierarchy** on phone hardware.
86
87 Create a communication cost **target**. Create a calculated measure that varies communication costs based on the €/$ exchange rate.
88
89 === Creation of a Manual hierarchy ===
90
91 * Select **Departement**, then click on **Add **and choose **Manual grouping**.
92 [[image:2022R1_webstudio_10.jpg||alt="2021R2-hierarchie-manuelle.png"]]
93 * The popup **Creating a hierarchy on the dimension 'Department"** appears.
94 [[image:2022R1_webstudio_11.jpg||queryString="width=1155&height=583" alt="2021R2-hierarchie-manuelle.png"]]
95 * The default name of the group is Groupe 0. Rename it to **Type of service**.
96
97
98 A first level named Level 0 contains all the values of the column.
99
100 * Rename this level to **Function**.
101 * To create groups on this level, click on **Add… **on the bottom left of the popup.
102
103 The popup **Group name **appears.
104
105 [[image:2022R1_webstudio_13.jpg||alt="1600071797076-676.png"]]
106
107 * Type **Commercial** and do the same with **Management**, **Production **and **Administration**.
108
109 (% class="wikigeneratedid" id="HAllocationdemembresauxgroupes:" %)
110 __**Allocation of members to groups :**__
111
112 * Select **Administration **then check **Purchasing**, **Legal **and **IT **in the list on the right.
113 [[image:2022R1_webstudio_14.jpg||queryString="width=937&height=477" alt="2021R2-hierarchie-manuelle-liste-groupe-administration.png"]]
114
115 Do the same with :
116
117 * **Commercial **: Marketing and Sales
118 * **Management **: Management, Finance and HR
119 * **Production **: Production and R&D
120
121 Add a second level by clicking the "+" button and name it **Activity**.
122
123 Add two groups **Main **and **Support**, and add the following members to them:
124
125 * **Main **: Commercial, Production
126 * **Support**: Management, Administration
127
128 [[image:2022R1_webstudio_15.jpg||alt="1600072199298-363.png"]]
129
130 * Click **OK **to validate the two-level hierarchy.
131
132 === Creation of an Automatic grouping ===
133
134 * Select **Phone Hardware** then click **Add** and select **Automatic grouping**.[[image:2022R1_webstudio_16.jpg||queryString="width=962&height=465" alt="2021R2-hierarchie-auto.png"]]
135
136 The pop-up **Group editor **appears.
137
138 * The default group name is **Group 0**, rename it to **Hardware Type**.[[image:2022R1_webstudio_17.jpg||alt="2021R2-hierarchie-auto-titre.png"]]
139
140 The full path to the hierarchy is displayed on the **Complete path** line. Each hierarchical level is separated from the next by a /. **Phone hardware **is the first level of th hierarchy.
141
142 * Open the drop-down list of the second level then select **Type of line**.[[image:2022R1_webstudio_18_1.jpg||alt="2021R2-hierarchie-auto-niveau.png"]]
143 * Click **OK **to validate.
144
145 === Creation of decreasing communication costs target to 21 000€ ===
146
147 * Select the **Communication Cost** column and click **Add..**.[[image:2022R1_webstudio_19.jpg||alt="2021R2-objectif.png"]]
148
149 * Name the target **Decreasing cost**.
150 * In the drop-down list **Type of target **select **Decreasing**.
151 * In the drop-down list **Type **select **Allocation **then type the value **21 000**.
152 [[image:2022R1_webstudio_20_1.jpg||alt="2021R2-objectif-valeurs.png"]]
153 * Click **OK **to validate.
154
155 === Creation of a Euro / Dollar conversion variable. ===
156
157 * Click on the **Variables** tab and then the** "+" icon to add a variable**[[image:2022R1_webstudio_21.jpg||alt="2021R2-variables.png"]]
158
159 In the variable editing window, fill in the following fields, then click the **Apply** button:
160
161 * **Name**: Euro Dollar
162 * **Default value **: 1.4
163 * **Minimum **: 0.6
164 * **Maximum **: 2
165 * **Increment**: 0.01
166
167 [[image:2022R1_webstudio_22.jpg||alt="2021R2-variables-creation2.png"]]
168
169 === Creation of a measure calculating communication costs based on the Euro/Dollar exchange rate ===
170
171 * Switch to the "**Columns**" tab, then click **Create calculated measure (advanced)... **under the list of columns.[[image:2022R1_webstudio_23.jpg||alt="2021R2-mesure-calculee.png"]]
172
173 The pop-up for editing calculated measures appears.
174
175 * Name the measure **Cost Euro Dollar** and press **Enter**.
176 * Double click on **communication cost** within **Available measures**.
177 [[image:2022R1_webstudio_24.jpg||alt="2021R2-mesure-calculee-euro-dollar.png"]]
178 * Type //***1.4/ **//and add the variable created earlier.
179 [[image:2022R1_webstudio_25.jpg||alt="2021R2-mesure-calculee-ajout-variable.png"]]
180
181 Our data model is now complete.
182
183 * Click **Finish **then Ignore the dialog box **Add a comment on the modification.**
184 [[image:2022R1_webstudio_26.jpg||alt="2021R2-telecom-appliquer.png"]]
185
186 The list of data models created in your wallet appears, you can click on the "**Flows**" panel to go to the next step.
187
188 = Creation of the graph “Communication cost by Type of service” =
189
190 __Objective __: Display a **bar graph** showing Communication Cost by Service Type. From his dashboard, the user will be able to navigate in the **Type of service** hierarchy.
191
192 * Click **Flows...**, then **Bar chart **on the **Compare **category.
193 [[image:2022R1_webstudio_27.jpg||alt="2021R2-graph-barres.png"]]
194 * Then select the model created previously.[[image:2022R1_webstudio_28.jpg||alt="2021R2-graph-barres-modele.png"]]
195 * Drag and drop the **Communication Cost** measure onto the** Stack axis**.
196
197 * Drag and drop the **Department **dimension onto **Bar axis**.
198 * Select the hierarchy **Type of service** and the level **Activity**.
199 * Check **Add the action “Navigate hierarchies”**.
200
201 [[image:2022R1_webstudio_30.jpg||alt="2021R2-graph-barres-config.png"]]
202
203 In the **Interaction** tab ( two twirling arrows icon), you can verify that the **Navigate Hierarchies** action has been applied.
204
205 [[image:2022R1_webstudio_31.jpg||alt="2021R2-graph-barres-interaction.png"]]
206
207 * Use the “**Refresh**” button to preview the graph.
208
209 The drop-down menu also allows you to enable automatic preview.
210
211 [[image:2022R1_webstudio_32.jpg||alt="2021R2-graph-barres-raffraichissement.png"]]
212
213
214 **Main **and **Support **bars can now be clicked to **drill-down the manual hierarchy** prepared in the data model.
215
216 [[image:2022R1_webstudio_33.jpg||alt="1600102614507-459.png"]]
217
218 * Rename the new chart to **Communication Cost by Service**.
219
220 [[image:2022R1_webstudio_34.jpg||alt="1600102642116-267.png"]]
221
222 * Click OK to save the chart.
223
224 = Creating the "Communication Cost by Region" Chart =
225
226 __Objective __: Creation of a map showing **communication costs** by continent. When viewing the dashboard containing this graph, the user can navigate to the continents to view **costs by country** and then by **region**.
227
228 This graph uses the **telecom **data model created earlier.
229
230 __[[image:Formation_Niveau_1_Tutoriel_2020R1_FR-_2__html_d51edeef6e19accb.jpg||queryString="width=444&height=264" height="264" width="444"]]__
231
232 == Step 1: Selecting the chart type and an existing data source ==
233
234 * In the toolbar at the top of the main window, click **Flows **then **New **In the **Maps **category//, //select **Map chart**.
235 [[image:2022R1_webstudio_35jpg.jpg||alt="1600116153079-739.png"]]
236 * Select the **telecom **data source previously created.[[image:2022R1_webstudio_28.jpg||alt="1600116200232-630.png"]]
237
238 The pop-up **Flow properties** appears.
239
240 == Step 2 : Flow properties ==
241
242 * Drag and drop the measure **Communication cost **on the **measure axis**.
243 * Drag and drop the dimension **Area **on the **Geography axis**
244 * Keep the default hierarchy, then check **Add the action "Navigate hierarchies"**.
245
246 [[image:2022R1_webstudio_36.jpg||queryString="width=555&height=308" alt="config_carte.jpg"]]
247
248 * After refreshing the chart preview, you can click on **Europe** to view the cost details in that area.
249 * Name the chart **Communication Cost by Region**
250 * Click **OK **to save the visualization.
251
252 = Creation of the “Cost target” graph =
253
254 __Objective __: The company wants to reduce its communication costs. Create a **gauge **comparing **communication costs** to a goal.
255
256 __[[image:2021R2-graph-jauge-visuel.png||queryString="width=389&height=346" alt="Formation_Niveau_1_Tutoriel_2020R1_FR-_2__html_9e2b012aaf68747d.jpg"]]__
257
258 == Step 1: Selecting the chart type and an existing data source ==
259
260 This graph uses the telecom data model created earlier.
261
262 * As seen previously, create a **Gauge **type chart, always using the **telecom **source.[[image:2022R1_webstudio_37.jpg||alt="1600117630243-609.png"]]
263
264 == Step 2 : Flow properties ==
265
266 [[image:2022R1_webstudio_38.jpg||queryString="width=583&height=384" alt="Formation_Niveau_1_Tutoriel_2020R1_FR-_2__html_35b8406fbe0d1c51.jpg"]]
267
268 * Set the measure **Communication cost  **in measure axis. The target **Decreasing cost **should be enabled by default.
269 * Rename the chart to **Cost target**//.//
270 * Click **OK **to save the visualization and add the graph to your wallet.
271
272 = Creation of the “Euro Dollar Simulation” chart =
273
274 __Objective __: The company wishes to visualize the impact of the variation of the Euro/Dollar exchange rate on its **communication costs**.
275
276 __[[image:2021R2-studio-courbe.png||queryString="width=563&height=270" alt="ac81e432d3ac998.jpg" height="290" width="527"]]__
277
278 This chart uses the **telecom **data model.
279
280 == Step 1: Selecting an existing data source ==
281
282 * Create a **lines **graph (in the **Compare **category) always using the **telecom **source.
283 [[image:2022R1_webstudio_39.jpg||alt="1600117838009-422.png"]]
284
285 == Step 2 : Flow properties ==
286
287 * Drag and drop the measures **Communication cost **and **Euro Dollar **on the** Line axis**.
288 * Drag and drop the dimension **Date **on the **Abscissa axis**. Edit the hierarchy to **Month Year **and the level to** Year**.Check **Add the action "Navigate hierarchies".**
289
290 [[image:2022R1_webstudio_40.jpg||queryString="width=431&height=309" alt="b683a866f5e99938.jpg"]]
291
292
293 Rename the chart to **Euro Dollar Simulation** and click OK to save the chart.
294
295 = Creation of the "retail" data model =
296
297 == Step 1: Import a data source ==
298
299 __Objective __: Import into **DigDash Enterprise the Excel file** “retailen.xls” (retrieved earlier) that represents the product sales of a fictitious company.
300
301
302 * In the left of the window, click on **Models**, **New **then** Any types** in the **Files** category.
303 [[image:2022R1_webstudio_41.jpg||alt="1600117909123-199.png"]]
304
305 The pop-up **Search remote files **appears :
306
307 * Click Select at the top of the dialog then choose the "**Common Datasources**" server URL.[[image:2022R1_webstudio_42.jpg||alt="1600118027406-371.png"]]
308 * Click **//Add a file to the server..//.** The popup **Select local file or URL **appears.
309 [[image:2022R1_webstudio_43.jpg||alt="1600118289399-143.png"]]
310 * Select **Choose a local file **then click **Browse **to select the** retailen.xls** file that you previously downloaded.
311
312 {{warning}}
313 **Reminder: **The **retailen.xls** file can be downloaded by following this link.
314 {{/warning}}
315
316 * Click **OK**
317
318 The file is now saved on the DigDash server and accessible to all users.
319
320 * In the pop-up **Search remote files**, select **retailen.xls **then click **OK**.
321
322 [[image:2022R1_webstudio_44.jpg||alt="1600118581045-776.png"]]
323
324 {{warning}}
325 NB: if the UserDocs document server is selected, the documents are only accessible to the user who uploaded them.
326 {{/warning}}
327
328 The window **Load data from an Excel spreadsheet **appears.
329
330 [[image:2022R1_webstudio_45.jpg||alt="1600118640524-894.png"]]
331
332 Check the box//** **//**First row as header**
333
334
335 [[image:2022R1_webstudio_46.jpg||alt="1600118756797-755.png"]]
336
337 * Click **Add…,** to the right of** Disable empty columns.**
338 [[image:2022R1_webstudio_47.jpg||alt="1600118865065-390.png"]]
339
340 The pop-up **Edit filter rule **appears :
341
342 * Keep the default values (**Date **on the first drop-down list and** is not empty**// to the second drop-down list//)
343 [[image:2022R1_webstudio_48.jpg||alt="1600118896120-639.png"]]
344 * Click **OK **then **Next.**
345
346 == Step 2: Configure the data model ==
347
348 * Name the model “retail”.[[image:2022R1_webstudio_49.jpg||alt="1600118993918-365.png"]]
349 * Click **Finish **to close the **Data model advanced configuration** window.
350
351 = Creation of the graph “ top 3 sales by products” =
352
353 __Objective__: Create a cross table showing the sales made on the 3 best products. The trend of sales and the target regarding to the marginare displayed in the table as icons.
354
355 __[[image:2022R1_webstudio_50.jpg||queryString="width=507&height=296" alt="61b03ecd54797732.jpg"]]__
356
357 This chart uses the “retail” data model.
358
359 * Create a **cross table **graph, then add two columns and drag and drop :
360 ** **Column 1 **: //Product//
361 ** **Column 2 **: //Sales//, //Target margin //et //Trend//
362 ** **Line 1 **: //Area then// remove the hierarchy.
363
364 [[image:2022R1_webstudio_51.jpg||alt="1600120768276-313.png"]]
365
366 * Right click on **Target margin **and apply a format **Target (icon).** Do the same with **Trend** with the “**Trend (icon)**” format.
367 [[image:2022R1_webstudio_52.jpg||alt="1600121501859-223.png"]]
368 \\[[image:2022R1_webstudio_53.jpg||alt="1600121558656-322.png"]]
369
370 * Click the cog wheel at the top right of "**Column 1**" and then click **Properties...**[[image:2022R1_webstudio_54.jpg||alt="1600121652793-225.png"]]
371 * Make a ranking of the 3 best sales (revenue) by product.
372 * Apply a descending sort on the sales mesure.
373 [[image:2022R1_webstudio_55.jpg||queryString="width=977&height=477" alt="1600121708655-516.png"]]
374 * Name the chart “**Top 3 Products sales**” and close the visualization setup.
375
376 = Creation of the dashboard =
377
378 Return to the DigDash Enterprise home screen, then click on "**Dashboard Editor**"
379
380 [[image:dashb-editor.jpg||alt="1618492515265-387.png"]]
381
382
383 [[image:2022R1_adminconsole_1.jpg||alt="editeur-tdb.png"]]
384
385 * Log in with the same credentials as before.
386 * You should see your username at the top of the page, along with a "**My Dashboard**" page.. Right click on it, then "**Display mode**" then "**Templates..**"
387
388 [[image:2022R1_dashboard_editor_1.jpg||alt="04.png"]]
389
390 A pop-up appears, select the model "**Charts + filters on top**" :
391
392 [[image:2022R1_dashboard_editor_2.jpg||alt="04.png"]]
393
394
395 * Your page now contains areas where you can drag graphics or filters. Drag and drop the following charts into the “My Dashboard” page:
396 ** //Communication cost by service//
397 ** //Communication cost by region//
398 ** //Cost target//
399 ** //Top 3 Products sales//
400 * To do this, in the left side menu, select **Information flow (Existing Graphics)** then drag and drop the graphs related into the zones "**Drag and drop chart**" of your page.
401
402 [[image:2022R1_dashboard_editor_3.jpg||alt="06.png"]]
403
404
405 To add filters on the page, select the "**Filters / Variables**" side menu, then drag and drop **Type of line** in a template named "**Dimension**"
406
407 [[image:2022R1_dashboard_editor_4.jpg||alt="06.png"]]
408
409
410 * Click on the “+” icon to the right of **My Dashboard **to create a **Simulation** page.
411 * Select the **Proportional ~(%)** page mode
412 * From the left side panel click **Information flow (Existing Graphics)**, drag and drop the **Simulation Euro Dollar** chart into the new page.
413 * From the **Filters/Variables** tab add the** Euro Dollar** variable.
414 * Do the same with **Type of line**//.//
415
416 [[image:2022R1_dashboard_editor_5.jpg||queryString="width=596&height=293" alt="Formation_Niveau_1_Tutoriel_2020R1_FR-_2__html_69592df1b663b635.jpg"]]
417
418 Save the dashboard by clicking on the **floppy **icon located at the top right of the window.
419
420 = Dashboard display =
421
422 * Click the gauge icon in the top right to access the dashboard.
423
424 [[image:2022R1_dashboard_editor_3.jpg||alt="2022R1-editeur_3.png"]]
425
426 You can now manipulate your dashboard by clicking on charts, filters, or changing pages.