Last modified by Aurelie Bertrand on 2025/07/17 09:46
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3 🙋 This tutorial is intended for **advanced users**.
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5 ⏱ It is designed to be followed independently **in 1 hour.**
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7
8 ----
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10 {{ddtoc/}}
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12 ----
13
14 = Introduction =
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17 In this tutorial, we are going to find out how to compare data against a selectable reference year.
18 It will be possible to choose the year of analysis and the year of comparison (reference). Two date filters will be available on the dashboard for this purpose.
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22 💡 In this example, we are using a year, but it could be a month, a quarter, etc.
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25 This tutorial uses a fictitious dataset from a telecommunications company containing information such as call cost and duration, line type, call quality, etc. This data is contained in the Excel file "[[telecomen.xls>>attach:telecomen.xls]]".
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27 We will begin by preparing the data, from importing the data to creating a table using **Studio**. We can then create a page in the **Dashboard Editor** and compare our data in the **Dashboard**. Here we will compare the company's communication costs between different years.
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29 = Prerequisites =
30
31 In order to complete this tutorial, you will need to :
32
33 * have installed DigDash Enterprise version 2025R1 or higher;
34 * be a user with the **"Data Model Designer**" and **"Dashboard Designer"** authorization groups
35 * download the Excel file "[[telecomen.xls>>attach:telecomen.xls]]"
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39 ℹ The screenshots in this tutorial were produced using the Chrome browser. There may be slight differences depending on the browser.
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41
42 = Step 1: Create and configure the data model =
43
44 == Import the data "Telecom" ==
45
46 If you have not already created the data model Telecom, follow the instructions in [[Step 2: Create the data model 'telecom'>>doc:Digdash.user_guide.tutorials.tutorial.WebHome||anchor="modele_telecom"]] of the Advanced Tutorial to the end of the //Import the data source "telecom" //section. You will then see the following screen:
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48 [[image:TelecomEN_FR.png]]
49
50 == Modify the model columns ==
51
52 We're going to rename the column **Date **and duplicate it to create a comparison date.
53
54 1. Click the header of the **Date **column and then, in the pop-up menu which appears, click **Rename**.
55 [[image:Rename_column_date_EN.png]]
56 1. Enter the new name **Analysis Date **and click **OK**.
57 ➡ The column is now called **Analysis Date**.
58 [[image:Column_analysis_date_EN.png]]
59 1. Click the **Analysis Date **column header and then click **Duplicate**.
60 ➡ A new **Copy of Analysis Date** column is added.
61 1. Rename it to **Comparison Date**.
62 [[image:Comparison_date_EN.png]]
63
64 You now have 2 date columns which you can use to select the 2 dates to be compared. However, the duplicate column is not identified as a date. You therefore need to specify it.
65
66 1. Click **Next** to access the data model configuration.
67 1. In the **Columns** tab, select **Comparison Date** and then modify the** Type **: select **Dimension (time)**.
68 [[image:Comparison_date_type_EN.png]]
69
70 == Creating communication cost measures ==
71
72 We are now going to create 3 new measures for communication costs.
73
74 First, we are going to create 2 communication cost measures impacted by different dates: one by Analysis Date, the other by Comparison Date. Then we'll create a measure to calculate the progression between these 2 measures.
75
76 === First measure: Communication cost Analysis date ===
77
78 1. In the **Columns** tab, click the **New measure **button and then select **Calculated measure** **(advanced user**).
79 [[image:New_calculated_measure_EN.png||alt="New measure"]]
80 1. (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Add the measure to be compared using drag-and-drop: in this case, we have chosen **Cost**.
81 1. (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Right-click the measure and select **Edit**.
82 [[image:Edit_measure_EN.png||alt="Edit" height="326" width="728"]] (%%)
83 ➡ The **Associated measure** **"Cost" **window appears.
84 1. Select** Comparison date** in the **Add a dimension** drop-down list, then click the **+** button on the right.
85 1. Uncheck the **Navigation **box for this **Comparison Date **dimension and click **OK.**
86 [[image:Associated_measure_cost_EN.png||height="686" width="976"]]
87 1. Name the calculated measure: (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)**Communication cost Analysis date**.(%%)
88 [[image:1752582367680-620.png||alt="Model name"]]
89 1. Confirm and click **OK**.
90
91 === Second measure: Communication cost Comparison date ===
92
93 1. Follow the same procedure as above to create the second measurement up to point 3.
94 1. In the **Associated measure** **"Cost"** window, select** Analysis date** in the **Add a dimension** drop-down list, then click the **+** button on the right.
95 1. Uncheck the **Navigation **box for this **Analysis date **dimension and click **OK.**
96 [[image:Associated_measure_cost2_EN.png||alt="Measure 2" height="482" width="1044"]]
97 1. Name the calculated measure: (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)**Communication cost Comparison date.**
98 1. Confirm and click **OK**.
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101 (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)We have created two measures, each impacted by a different date
102
103 === Third measure: Change in communication cost between the analysis date and the comparison date ===
104
105 1. In the **Columns** tab, click the **New Measure **button and then select **Calculated Measure**.
106 ➡ The **Calculated Measure via Assistant **box appears.
107 1. Drag and drop the **General -> % Progression** function onto the **Communication cost Analysis date** measure.
108 [[image:New_measure_progression_EN.png]]
109 ➡ The **% Progression **box is displayed.
110 1. Rename the measurement. Here, we enter (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Com cost evol between analysis and comparison.**
111 1. Select(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** Communication cost Comparison date **(%%)as the (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**First measure **(%%)and (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Communication Cost Analysis date **(%%)as the (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Second measure **(%%)then, click(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** OK.**
112
113 == Save the data model ==
114
115 You can now save the data model:
116
117 1. Go to the **Properties** tab and enter the desired **Name**, for example: telecomen.
118 1. Click the **Finish** button at the bottom right of the screen.
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120 (% style="line-height: 1.38;" %)
121 = Step 2: Create a table "Communication Cost Evolution" =
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123 Here we are going to create a table showing the change in communication cost between the analysis date and the comparison date, depending on the type of line.
124
125 1. From the Studio **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **tab, create a new flow **Table**. Go to the [[Table>>doc:Digdash.user_guide.studio.Create_flow.Flow_types_and_configuration.Flow_type_table.Table.WebHome]] page for more details.
126 1. Add the dimension **Type of line** and then the measures **Communication cost Comparison date**, **Communication cost Analysis date** and (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Com cost evol between analysis and comparison**(%%).
127 1. Modify the flow **Name **as desired. Here, we choose //Communication Cost Evolution.//
128 [[image:Table_cost_evolution_FR.png||alt="Table cost evolution"]]
129 1. Click **OK** to save and close.
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131 (% style="line-height: 1.38;" %)
132 = Step 3: Create the dashboard page =
133
134 1. In the Dashboard Editor, create a [[new page>>doc:Digdash.user_guide.dashboard.dashboard_editor_guide.create_dashboard.WebHome||anchor="Ajout_page"]] **Comparison reference year**.
135 1. Drag and drop the table //Communication Cost Evolution// from the **Information {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** tab **(Existing Charts)**.
136 [[image:Dashboard_add_table_EN.png||alt="Add table"]]
137 1. Drag and drop the **Analysis date **and **Comparison date **dimensions from the **Filters / Variables** tab.
138 [[image:Dashboard_add_filters_EN.png||alt="Add dimensions"]]
139 1. Click the **Analysis Date** filter and open the properties panel on the right of the window.
140 1. Select **Vertical list** as **Visualization type**.
141 1. Modify the **Hierarchy **and **Level** as required: in this case **Date **and **Year**.
142 1. (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)For the **Display elements without values** option, select **Display elements.
143 [[image:Analysis_date_properties_EN.png||alt="Properties"]]**
144 1. Do the same for the **Date comparison** window and save.
145
146 Our dashboard page is ready!
147
148 = Step 4: Navigate the data =
149
150 We can now view the results and compare communication costs between different years.
151
152 1. Switch to view mode using the [[image:1737734321231-150.png]] button at the top right of the window and save the dashboard.
153 ➡ The default display is as follows:
154 [[image:Dashboard_page_EN.png||alt="Default display"]]
155 1. If you change the **Comparison Date**, only the measure **Communication cost** **Comparison date** is impacted.
156 [[image:Dashboard_page_comp_date_EN.png]]
157 1. If you then change the **Analysis Date**,** **only the measure **Communication cost Analysis date **is impacted.
158 [[image:Dashboard_page_2dates_EN.png]]
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160 (% style="line-height: 1.38;" %)
161 = Congratulations! =
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163 (% style="line-height:1.38" %)
164 You've successfully compared data between 2 selectable dates.
165 Now all you have to do is apply it to your data!