Last modified by Aurelie Bertrand on 2025/06/13 15:31
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1 {{info}}
2 🙋 This tutorial is intended for advanced users.
3
4 ⏱ It is designed to be completed independently in 2 hours.
5 {{/info}}
6
7 ----
8
9 {{ddtoc/}}
10
11 ----
12
13 = Introduction =
14
15 In this tutorial, we're going to find out how to design a dashboard using relatively advanced functions.
16
17 We'll look at how to :
18
19 * import data;
20 * configure a data model, and in particular enrich the imported data by creating hierarchies, a target, a variable and a measure;
21 * create different types of charts : column chart, map, gauge, etc;
22 * create a dashboard using these charts;
23 * display the dashboard.
24
25 This tutorial uses 2 fictitious data sets:
26
27 * a dataset from a telecommunications company containing information such as call cost and duration, line type, call quality, etc.
28 * a retail company dataset containing product information and data such as price, turnover, margin, etc.
29
30 We'll start by preparing the data, from importing the data to creating the graphs using the **Studio**.
31 We can then create the dashboard in the **Dashboard Editor** and display it using the **Dashboard**.
32
33 Before we do that, however, we'll check that the prerequisites for completing this tutorial have been met.
34
35 (% class="box" %)
36 (((
37 ℹ The screenshots in this tutorial were generated using the Chrome browser. Depending on your browser, some presentations may differ slightly.
38 )))
39
40 = Prerequisites =
41
42 In order to complete this tutorial, you need to :
43
44 * have installed DigDash Enterprise version 2025 R1 or later ;
45 * be a member of the**"Data Model Modeler**" and**"Dashboard Designer**" authorization groups.
46
47 These requirements are detailed below.
48
49 == Version DigDash Enterprise 2025 R1 or higher ==
50
51 To be able to follow this tutorial, you must be using version 2025 R1 or later of DigDash Enterprise.
52
53 To find out which version you are currently using:
54
55 1. Log in to the DigDash Enterprise home page as described in the section [[Login to DigDash Enterprise>>||anchor="Connexion"]] section of this tutorial.
56 1. Explore the central area at the bottom of the page: the version of the installation currently in use is displayed at the bottom.
57 [[image:homepage.png||alt="Homepage"]]
58 1. If you do not have a sufficiently recent version of DigDash Enterprise, contact your administrator or your DigDash contact. You can also consult the [[Update Guide>>doc:Digdash.deployment.installation.upgrade_dde.WebHome]].
59
60 If you do not have DigDash Enterprise and need to install it yourself, please contact your administrator or your DigDash contact. You can also consult the [[Installation guides>>doc:Digdash.deployment.installation.WebHome]]. Then go to the [[Connection >>||anchor="Connexion"]]section of this tutorial.
61
62 == Authorization group ==
63
64 In order to be able to use the required functionalities, in particular the Studio, your DigDash Enterprise user account must be a member of the **Dashboard Designer** authorization group.
65
66 If you do not have administrative rights, or if in doubt, contact your DigDash Enterprise administrator.
67
68 = Source files =
69
70 In order to complete this tutorial, you must first retrieve the source data files: the Excel files  "[[telecomen.xls>>attach:telecomen.xls]]" and "[[retailen.xls>>attach:retailen.xls]]" 
71 Please click the name of each file to download it.
72
73 = Step 1: Connect to the Studio{{id name="Connexion"/}} =
74
75 Once you have checked the prerequisites in the previous section and retrieved the source files, you are ready to start this tutorial!
76
77 We're going to use the Studio to prepare the data for our future dashboard. We'll start by connecting to DigDash and the Studio.
78
79 == Log in to DigDash Enterprise ==
80
81 === Connect to the home page ===
82
83 1. First of all, make sure you have the internet address of the DigDash Enterprise installation as well as your user name and password.
84 1*. Your DigDash Enterprise administrator should have given you this information beforehand.
85 1*. If in doubt, please contact your DigDash Enterprise administrator.
86 1. Using your web browser, go to the address you have been given: the DigDash Enterprise home page will be displayed.
87
88 === Home page overview ===
89
90 Once you have completed the previous connection stage, the following home page will be displayed in your browser.
91
92 [[image:Homepage_items.png||alt="Homepage items"]]
93
94 This home page contains a main menu giving access to the various components of DigDash Enterprise as well as an insert giving access to various items such as documentation or the software version.
95
96 The numbered items are the ones we are interested in for this tutorial. They are detailed in the table below:
97
98 |=(% style="width: 194px;" %)__**1**__**: **Help and version|(% style="width:853px" %)In the central area at the bottom of the home page, you can access help on DigDash Enterprise in the form of online documentation and a forum.
99 The version currently in use is also displayed in the lower part of this area.
100 |=(% style="width: 194px;" %)__**2**__: DashBoard|(% style="width:853px" %)(((
101 The **DashBoard** button gives you access to the dashboards you or your team have already created. This is where you can view the dashboard you've built.
102 )))
103 |=(% style="width: 194px;" %)__**3**__: Dashboard editor|(% style="width:853px" %)The **Dashboard Editor **button gives you access to dashboard editing. From this menu you can insert graphs in the dashboard, add filters, etc.
104 |=(% style="width: 194px;" %)__**4**__: Studio|(% style="width:853px" %)The **Studio **button provides access to** **data preparation. This is where you can import data, configure the data model and create flows (graphs, tables, etc). This is why, in this tutorial, we will concentrate mainly on this part of DigDash Enterprise.
105
106 As you can notice, the main menu also provides access to the **Configuration** component. This contains advanced configuration elements that are not covered in this tutorial.
107
108 == Connect to the Studio ==
109
110 1. From the home page, click the **Studio **button: a login page opens.
111 [[image:Login_dialog_FR.png||alt="Connexion"]]
112
113 (% start="2" %)
114 1. (((
115 (% class="wikigeneratedid" %)
116 Enter your username and password, then click the **Login **button: the **Studio** window appears.
117 [[image:First_view_Studio_EN.png]]
118 )))
119
120 (% class="wikigeneratedid" %)
121 The window opens to the** Flows** page, which contains all the graphs, tables, etc., that are available in the Studio. We'll come back to this later when we talk about creating charts. First, we'll look at the Data models section.
122
123 = Step 2: Create the data model 'telecom'{{id name="modele_telecom"/}} =
124
125 (% class="box infomessage" %)
126 (((
127 A **data model **is an intelligent representation of raw data in a business language to be adapted to the end user.
128 DigDash Enterprise detects the source data types (temporal or geographical dimension).
129 )))
130
131 Here we will import data from the Excel file "telecomen.xls" (retrieved earlier), which represents data from a fictitious telecommunications company. We will then enrich this source to build a data model that will enable us to create relevant charts.
132
133 To do this, switch to the **Models **page by clicking the **Models** button on the left of the window.
134
135 [[image:Models_tab_EN.png||alt="Models tab"]]
136
137 In the central area** (1)**, you can view the list of existing data models for each role. In this illustration, no role has been created, so there is only the **Personal models** tab attached to the automatically created Personal role.
138
139 At the top right **(2)**, you can access the help menu [[image:Bouton aide.png||alt="Bouton_aide"]].
140
141 {{info}}
142 Roles are a collection of data sources and charts attached to these sources.
143
144 * Each user has a personal role automatically created in DigDash Enterprise.
145 ** It is in this role that each user can create their charts;
146 ** It is also in this role that the data source and charts generated in the Wizard will be positioned;
147 * In addition to this personal role, your organization may have common roles, useful for collaborative work and sharing dashboards between multiple team members. These roles are generally given a business-related name, for example, HR, Finance, or Production.
148 {{/info}}
149
150 == Import the data source "telecom"{{id name="Import_telecom"/}} ==
151
152 {{warning}}
153 This tutorial assumes that you will import your data sources and create your charts in your personal role.
154 {{/warning}}
155
156 To import data from the "telecom" source file:
157
158 1. Click the **New model** button.
159 1. In the **Create a new data model** box, select **All types** in the **Files** section.
160 [[image:Create_new_model_file_EN.png]]
161 ➡ The **Search remote files **box appears:
162
163 [[image:Search_remote_files_dialog_EN.png||data-xwiki-image-style-alignment="center" height="370" width="684"]]
164
165 1. In the **Server** drop-down list, select "**Common Datasources**".
166 1. Click the **Add file...** button.
167 1. In the **Select file** dialog** **that appears, keep the default selection** From your computer**.
168 1. Click **Add **to select the "**telecomen.xls**" file retrieved earlier.
169 1. Click **OK**.
170
171 The file is now saved on the DigDash **"Common Datasources**" server and accessible to all users.
172
173 {{info}}
174 ℹ If the //UserDocs// document server is selected, the documents are only accessible to the user who uploaded them.
175 {{/info}}
176
177 (% start="6" %)
178 1. In the **Search remote files** box, select "**telecomen.xls**".
179 [[image:Search_remote_files_telecom_EN.png||alt="telecom file" height="403" width="634"]]
180 1. Click **OK.**
181
182 The **Excel File **window appears. It offers options for selecting and transforming data, as well as a preview of the data.
183
184 [[image:Preview_telecom_EN.png||alt="Preview"]]
185
186 The elements in the first row of the table correspond to the data types in each column. We will therefore use them as column headers. For example, Region for column 1. To do this:
187
188 * In the **Data selection** section, check the **First row as header** box.
189 [[image:Data_selection_EN.png||alt="Data selection" height="161" width="304"]] [[image:1749636742275-649.png||height="139" width="472"]]
190
191 We are now going to filter out any rows where the Date field is empty. To do this :
192
193 1. In the **Data selection** section, click on the **Add... **button under** Lines must match ... next rules**.
194 The **Edit filter rule** box appears:
195 [[image:Filter_rule_EN.png||alt="Règle filtre"]]
196
197 (% start="2" %)
198 1. Leave the default values: **Date **in the first drop-down list and "**is not empty**" in the second drop-down list.
199 1. Click **OK**.
200
201 The rule is then added in the corresponding field.
202
203 [[image:Filter_rule_added_EN.png||alt="Filter rule added"]]
204
205 (% class="wikigeneratedid" %)
206 We can now move on to configuring the data model: click the **Next **button at the bottom right** **to** **open the **Advanced onfiguration** window.
207
208 == Configure the data model ==
209
210 The **Excel File **window opens on the first **Columns** tab. You will notice that the title of the second **Properties **tab is preceded by a cross on a red background.
211 [[image:1749204281282-831.png||alt="Properties"]]
212
213 A name needs to be entered for the data model.
214
215 1. Click the **Properties** tab**.**
216 1. Name the data model "**telecom**".
217 [[image:DM_name_FR.png||alt="Model name"]]
218
219 We are now going to enrich the source data in order to create a data model that will enable us to create relevant charts. We will create :
220
221 * a manual hierarchy of company departments (Management, Production, etc)
222 * an automatic hierarchy for hardware (phone models)
223 * an objective on consumption costs
224 * a calculated measure to simulate communication costs according to the €/$ exchange rate.
225
226 To do this, go back to the **Columns** tab.
227
228 === Create a manual hierarchy ===
229
230 (% class="box" %)
231 (((
232 💡Remember to save your data model regularly by clicking the **Apply **button at the bottom right of the screen.
233 )))
234
235 Here we are going to create a manual hierarchy of the company's departments. We will first group the departments into Functions. We will then group these functions into Activities. For example, the **Administration** function will group together the **Purchasing**, **Legal **and **IT **departments and will be attached to the **Support** activity.
236
237 1. In the list of columns, select **Department.**
238 1. In the **Hierarchies** section of the right-hand panel, click the **Add** button symbolised by a** + **and select **Manual Grouping**.
239 [[image:New_manual_grouping_EN.png||alt="Manual grouping"]]
240
241 ➡ The **Create a hierarchy on the "Department" dimension **box appears.
242
243 (% start="3" %)
244 1. The default **Identifier** is **Group 0**. Rename it to **Department Type**.
245 [[image:New_hierarchy_department_EN.png||alt="New hierarchy" height="586" width="1091"]]
246 1. A first level called **Level 0** contains all the values in the column, rename this level **Function**.
247 1*. Click the pencil button [[image:Rename_button_FR.png||alt="Renommer"]] button to the right of the field.
248 1*. Change the name in the **Rename level "Level 0"** box.
249 1*. Click **OK.**
250
251 [[image:Rename_level0_EN.png||alt="Rename level" data-xwiki-image-style-alignment="center" height="110" width="318"]]
252
253 **Create Function groups**
254
255 To create groups at this **Function** level **:**
256
257 1. Click the **Add... **button in the bottom left-hand corner.
258 1. In the **Group Name** dialog box which appears, enter the name of the first function: **Sales**.
259
260 [[image:Add_sales_gp_EN.png||alt="Add function" data-xwiki-image-style-alignment="center" height="523" width="973"]]
261
262 (% start="3" %)
263 1. Repeat the operation for the **Management**, **Production **and **Administration** functions.
264
265 (% class="wikigeneratedid" id="HAllocationdemembresauxgroupes:" %)
266 **Allocate members to function groups**
267
268 (% class="wikigeneratedid" %)
269 We are now going to allocate members to each group, i.e. assign activities to each function.
270
271 1. In the **Group **list on the left, select **Administration **and then tick **Purchasing**, **Legal **and **IT **in the **Member** list on the right.(((
272 [[image:Allocating_memebres_sales_EN.png||alt="Members Administration" data-xwiki-image-style-alignment="center" height="412" width="1094"]]
273 )))
274 1. Repeat the operation for :
275
276 * **Sales**: Marketing and Sales
277 * **Management **: Management, Finance and HR
278 * **Production **: Production and R&D
279
280 **Add a second level and create Activity groups**
281
282 Let's add a second **Activity **level which will allow us to group the functions into 2 activities: **Main and Support.**
283
284 1. Add a second level by clicking the **+** button.
285 1. A level called **Level 1** is added after Function. Rename this level **Activity**.
286 1*. Click the pencil button [[image:Rename_button_FR.png||alt="Renommer"]] to the right of the field.
287 1*. Change the name in the **Rename level "Level 1"** box.
288 1*. Click **OK.**
289
290 [[image:Level_activity_added_EN.png||alt="Leven Activity" data-xwiki-image-style-alignment="center"]]
291
292 To create groups at this **Activity** level **:**
293
294 1. Click the **Add... **button at the bottom left.
295 1. In the **Group Name** dialog box which appears, enter the name of the first activity: **Main**.
296 1. Repeat the operation for the second activity: **Support**.
297
298 **Allocate members to activity groups**
299
300 1. In the **Group **list on the left, select **Main **and then,** **in** **the **Member** list on the right, tick **Sales** and **Production.**
301 1. Repeat the operation for **Support: **Management, Administration.
302
303 [[image:Allocating_members_support_EN.png||alt="Activity level" data-xwiki-image-style-alignment="center" height="576" width="941"]]
304
305 (% start="3" %)
306 1. Click **OK **to confirm the two-level hierarchy.
307
308 === Create an automatic hierarchy ===
309
310 Here we are going to build a group hierarchy based on other dimensions of our data model. We will group the different types of equipment by row type.
311
312 1. In the list of columns, select **Phone hardware**.
313 1. In the **Hierarchies** section of the right-hand panel, click on the **Add** button symbolised by a** + **and select **Automatic grouping**.[[image:1749214269824-217.png||alt="Automatic grouping"]]➡ The **Group Edit **box is displayed.
314 1. The default group name is **Group 0**, rename it **Hardware type**.
315 The complete path of the hierarchy is displayed on the **Complete path** line.
316 Each hierarchy level is separated from the next by a /.
317 **Hardware **is the first level of the hierarchy.
318 1. Open the drop-down list for the second level and select **Type of line**.
319 [[image:Group_editor_EN.png||alt="Group editor" height="461" width="643"]]
320 1. Click **OK** to confirm.
321
322 === Create a target ===
323
324 We are now going to create a target for the **Cost** measure. Here we want to achieve less than €21,000 in communication costs.
325
326 1. In the list of columns, select **Cost**.
327 1. In the **Targets** section of the right-hand properties panel, click on the **Add** button, symbolised by a** +**.
328 [[image:New_target_cost_EN.png||alt="New target"]]
329 ➡ The **Target Definition** box appears.
330 1. Enter the name of the target: **Decreasing cost**.
331 1. In the **Target type** drop-down list, select **Decreasing**.
332 1. In the **Type** drop-down list,** select Allocation **and then, in the **Target** field, enter the value **21,000**.
333 [[image:Target_decreasing_cost_EN.png||height="647" width="771"]]
334 1. Click **OK **to confirm.
335
336 === Create a variable ===
337
338 We are going to create a Euro/Dollar conversion variable which we will later use to create a measure calculating communication costs as a function of the Euro/Dollar exchange rate.
339
340 To do this :
341
342 1. Click the **Variables** tab.
343 1. Click the **Add **button symbolised by a **+ **to** **add a variable.
344 1. In the variables edit window that appears, fill in the following fields:
345 1*. **Name**: Euro Dollar
346 1*. **Default value **: 1.4
347 1*. **Minimum value **: 0.6
348 1*. **Maximum value **: 2
349 1*. **Increment **: 0.01
350
351 [[image:New_variable_EN.png||alt="New variable" data-xwiki-image-style-alignment="center" height="419" width="1001"]]
352
353 (% start="4" %)
354 1. Click the **Apply **button to confirm: the variable is added to the list on the left.
355
356 [[image:New_variable_added_EN.png||alt="Variable added" data-xwiki-image-style-alignment="center"]]
357
358 === Create a calculated measure ===
359
360 (% class="wikigeneratedid" %)
361 Here we are going to create a measure enabling us to calculate the communication cost as a function of the Euro/Dollar exchange rate. To do this, we'll use the Euro/Dollar conversion variable that we've just created.
362
363 1. Return to the** Columns** tab.
364 1. Click the **New Measure** and select **Calculated Measure (advanced user)...**
365 [[image:1749218409483-410.png||alt="New measure"]]
366 1. In the **Calculated Measure **window that opens, enter the desired name in the** Measure** field: //Euro Dollar Cost //then click [[image:1737989213477-565.png||alt="Valider" height="22" width="23"]] to confirm.
367 1. Enter the calculation formula:
368 1*. In the **Measures** list on the left, double-click **Communication cost **: the measurement is added to the** Formula** field on the right.
369 [[image:Euro_dollar_cost1_EN.png||alt="Calculated measure" height="574" width="1147"]]
370 1*. After// <Communication cost(sum)>,// type //***1.4/.**//
371 1*. In the **Variables **list on the left, double-click **Euro Dollar **to add it after the formula.
372 [[image:Euro_dollar_cost2_EN.png||alt="Calculated measure" height="557" width="1150"]]
373 1. A preview of the result of the formula is shown on the right. The measurement is displayed as a temporary measurement with the extension //tmp.//
374 1. Click **OK **to validate the formula.
375
376 Our data model is now complete.
377 Click **Finish **then **Ignore **in the **Add a comment on modification** dialog box.
378
379 [[image:Save_telecom_model_EN.png||alt="Save comment" height="668" width="1027"]]
380
381 You are now back on the Models page and your "telecom" data model is now listed.
382
383 [[image:Telecom_model_EN.png||height="284" width="1160"]]
384
385 We can now move on to creating the graphs which will later be used to build our dashboard.
386
387 = Step 3: Create the charts 'telecom' =
388
389 (% class="wikigeneratedid" %)
390 Here we are going to create several graphs and charts from the data model we have just prepared:
391
392 * a bar chart showing the cost of communication by type of department
393 * a map showing communication cost by region
394 * a gauge graph comparing communication cost** **to** **a target
395 * a {{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} chart showing the impact of variations in the Euro/Dollar exchange rate on communication cost.
396
397 (% class="wikigeneratedid" %)
398 Charts and tables are called **Flows **in DigDash Enterprise. They are created from the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page in the Studio.
399
400 (% class="box infomessage" %)
401 (((
402 An information **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **is connected to a **data model**.
403 It can be a **graph**, a **table, **a **map **or a **{{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}**.
404 )))
405
406 (% class="wikigeneratedid" %)
407 [[image:Flow_manager_EN.png||alt="Flow manager" height="557" width="997"]]
408
409 (% class="wikigeneratedid" %)
410 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page lists the flows previously created in each role. Here, only personal Flows are visible, as there are no other roles.
411 The panel on the right shows the properties of the selection and provides access to a number of options and functions that we won't go into here.
412
413 == Create the chart 'Communication cost per department' ==
414
415 {{warning}}
416 This tutorial assumes that you will import your data sources and create your charts in your personal role.
417 {{/warning}}
418
419 __**Purpose **__: Create a bar chart showing the **Cost per Department**. From their dashboard, users can navigate the **Department type** hierarchy.
420
421 1. On the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create flow such as a chart or {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} **window is displayed.
422 [[image:Select_flow_type_EN.png||height="671" width="897"]]
423
424 (% start="2" %)
425 1. In the** Comparison** category, select** Bar chart**: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
426 [[image:Flow_properties.png||alt="Flow properties" height="621" width="1114"]]
427
428 First we need to select the data model to be used.
429
430 1. In the **Data model** section, click the hamburger button to the right of the **Name **field and then, in the pop-up menu, on **Existing**.
431 [[image:1749221098677-316.png||alt="Data model"]]
432
433 (% start="2" %)
434 1. In the **Data model manager **window that appears, select the model //**telecom**// from the list and click **OK.**
435
436 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window is then populated with the elements of the data model, such as the measurements and dimensions available in the** Measurements/Dimensions** panel on the left.
437 In the middle is the automatic preview, which will give a preview of the chart once the axes have been selected.
438 Around this area, the various rectangles (Bar, Stack, Multiplier, etc) are used to define the axes of the chart. Simply drag and drop the desired measures and dimensions into these rectangles.
439
440 [[image:Flow_properties_model.png||alt="DM selected" height="652" width="1152"]]
441
442 1. Drag and drop the measure **Cost** onto the **Stacking** axis**.**
443 1. Drag and drop the dimension **Department **onto **Bar **axis**: **the **Dimension** **"Department": automatic selection** **of a level** window appears. We have already created a hierarchy for this dimension. It is therefore necessary to define the selected level.
444 1. Keep the automatic selection: **Department type **hierarchy and **Activity** level.
445 1. Check **Add the action "Navigate** **hierarchies" **so that you can then navigate the hierarchies directly on the chart.
446 [[image:Add_dimension_dept.png||alt="Hierarchy" height="287" width="571"]]
447
448 (% start="5" %)
449 1. In the **Interaction** tab of the right-hand panel,** **you** **can check that the **Navigate on hierarchy** action has been applied.
450 [[image:Hierarchy_navigation_interaction_EN.png||alt="Interaction" height="622" width="1099"]]
451
452 (% start="6" %)
453 1. Use the **Preview** button [[image:1749222109865-692.png||height="48" width="59"]] to view the graph.
454 You can activate automatic refresh by clicking this button and selecting **Automatic** from the context menu.
455 [[image:Auto_refresh_EN.png||height="160" width="236"]]
456
457 You can now click the **Main **and **Support **members to move down the manual hierarchy prepared in the data model.
458
459 [[image:Navigating_hierarchy_EN.png||alt="Navigate hierarchy" data-xwiki-image-style-alignment="center" height="341" width="677"]]
460
461 You can finish by entering the name of this new chart: **Communication cost per department, **then clicking** OK **at the bottom right of the window to save the chart.
462
463 The chart **Communication cost** **per department **now appears in the list of your** Personal flows.**
464
465 [[image:1749222623896-716.png||height="336" width="988"]]
466
467 == Creating the chart 'Communication cost per area' ==
468
469 **__Purpose__** **: **Create a map showing communication cost by continent. When the dashboard containing this chart is displayed, users can navigate through the continents to display cost by country and then by region.
470
471 [[image:Formation_Niveau_1_Tutoriel_2020R1_FR-_2__html_d51edeef6e19accb.jpg||queryString="width=444&height=264" data-xwiki-image-style-alignment="center" height="264" width="444"]]
472
473 1. On the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click on the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create a chart or {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} **box is displayed.
474 1. In the** Maps** category, select** Map chart**: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
475
476 First we need to select the data model to be used.
477
478 1. In the **Data model** section, click the hamburger button to the right of the **Name** field: the** "telecom" **model is now directly proposed in the pop-up menu.[[image:1749223034131-875.png||alt="Select_model_FR" data-xwiki-image-style-alignment="center" height="200" width="559"]]
479 1. Click it to select it.
480
481 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window is now populated with the elements of the **"telecom"** data model.
482 We can now configure the map.
483
484 1. From the **Measures / dimensions** tab, drag and drop the **Cost **measure onto the **Measure axis**.
485 1. Drag and drop the dimension **Area **dimension onto the **Geography **axis**: **the** Dimension "Area" dimension: automatic selection of a level** window opens.
486 1. Keep the default hierarchy, and tick **Add the action "Navigate in hierarchies" **to be able to navigate in the different levels of the map.[[image:1749223237983-840.png||alt="Hierarchy area" height="331" width="637"]]
487 1. Refresh the chart preview if necessary.
488 1. Click, for example, on **Europe** to see the detailed cost in this area.
489
490 [[image:Map_cost_area_EN.png||alt="Cost per area" data-xwiki-image-style-alignment="center" height="434" width="749"]]
491
492 (% id="cke_bm_9737S" style="display:none" %)You (%%)We can finish by entering the name of this new chart: **Communication cost per area, **then clicking** OK **at the bottom right of the window to save the chart.
493
494 [[image:1749539820699-334.png||alt="Flow name" height="68" width="404"]]
495
496 (% class="wikigeneratedid" %)
497 The chart **Communication cost per area** now appears in the list of your **Personal flows**.
498
499 == Create the gauge chart 'Cost target' ==
500
501 **__Purpose__: **Create a gauge comparing communication cost** **with a target, which we have previously defined in the data model.
502 As a reminder, the company wants to achieve a €21,000 reduction in communication costs.
503
504 1. (% id="cke_bm_9831S" style="display:none" %)On (%%)On the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** page, click the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create a flow such as a graph or {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} window** is displayed.
505 1. In the** Indicators** category, select** Gauge**: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
506 1. As with the previous chart, start by selecting** **the **"telecom**" data model.
507
508 The **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window is then populated with the elements of the **"telecom**" data model.
509 We can now configure the gauge.
510
511 1. From the **Measures/Dimensions** tab, drag and drop** the Communication cost **measure into the **Measure** area.
512 1. Right-click the dropped measure to check that the selected target is the **Decreasing cost **as defined in the data model.
513
514 [[image:Gauge_target_EN.png||alt="Target decreasing cost" data-xwiki-image-style-alignment="center" height="157" width="468"]]
515
516 (% start="3" %)
517 1. Refresh the preview if necessary to view the gauge with the cost reduction target of 21,000 euros.
518
519 [[image:Gauge_telecom_EN.png||alt="Gauge" data-xwiki-image-style-alignment="center"]]
520
521 (% start="4" %)
522 1. You can change the style of the gauge to the right of the **Type **at the top of the window.
523
524 [[image:Gauge_style_FR.png||alt="Style jauge" data-xwiki-image-style-alignment="center"]]
525
526 (% start="5" %)
527 1. Rename the chart: **Cost target**.
528 1. Click **OK **to save the chart and add it to your **Personal flows**.
529
530 == Creat the chart 'Euro Dollar Simulation' ==
531
532 **__Purpose:__** Create a chart showing the impact of variations in the euro/dollar exchange rate on communication costs.
533
534 (% class="box infomessage" %)
535 (((
536 We have already created several charts. So we're only going to cover the main steps now.
537 )))
538
539 1. Create a **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} **chart (in the **Comparison** category).
540 1. In the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** window, select the **"telecom"** data model.
541 1. From the **Measures / dimensions** tab**,** drag and drop the measures **Communication Cost **and **Euro Dollar Cost **onto **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}}**.
542 1. Drag and drop the dimension **Date **onto the axis **Abscissa**.
543 Change the hierarchy to **Month Year **and the level to **Year, **then tick **Add the action "Navigate hierarchies"**.
544 1. Refresh the graphical preview if necessary to view the chart.
545 [[image:Lines_telecom_EN.png||alt="Lines chart" height="580" width="1020"]]
546 1. Rename the chart: **Euro Dollar Simulation.**
547 1. Click **OK **to save the it and add it to your **Personal flows**.
548
549 = Step 4: Create the data model 'retail' =
550
551 Here we are going to import the data from the Excel file "retailen.xls" (retrieved earlier) which represents the data from a fictitious retail business.
552
553 To do this, switch to the models page by clicking the **Models** button on the left of the window.
554
555 == Import a data source ==
556
557 To import data from the "retail" source file :
558
559 1. Click the **New template** button.
560 1. In the **Create a new data model** window, select **All types** in the **Files** section.
561 [[image:Create_new_model_file_EN.png||height="440" width="890"]]
562 ➡ The **Search for remote files **box is displayed
563 1. In the **Server** drop-down list, select "**Common Datasources**".
564 1. Click the **Add a file to the server...** button.
565 1. **The Select a local file or URL **box appears, keep the default selection** From your computer**.
566 1. Click **Browse **to select the**"retailen.xls**" file retrieved earlier
567 1. Click **OK**.
568 ➡ The file is now saved on the DigDash **"Common Datasources**" server and accessible to all users.
569
570 {{info}}
571 **Note:** If the UserDocs document server is selected, the documents are only accessible to the user who uploaded them.
572 {{/info}}
573
574 (% start="8" %)
575 1. In the **Search for remote documents** box, select "**retailen.xls**".
576 [[image:Serach_retailen_RN.png||height="326" width="543"]]
577 1. Click **OK.**
578
579 The **Excel File **box appears. It offers data selection options and a preview of the data.
580
581 [[image:Preview_retailen_RN.png||alt="Prévisualisation"]]
582
583 The elements in the first row of the table correspond to the data types in each column. We will therefore use them as column headings. For example, Store area for column 1. To do this:
584
585 1. In the **Data selection** section, check the **First row as header** box.
586 [[image:Data_selection_EN.png||alt="First row as header" height="155" width="292"]] [[image:1749560769773-292.png||height="136" width="637"]]
587
588 We are now going to filter out any rows where the **Date** field is empty. To do this :
589
590 1. In the **Data selection** section, click the **Add**... button
591 The **Edit filter rule** box appears:
592 [[image:Filter_rule_EN.png||alt="Filter rule" height="297" width="661"]]
593
594 (% start="2" %)
595 1. Leave the default values: **Date **in the first drop-down list and "**is not empty**" in the second drop-down list.
596 1. Click **OK **then **Next**.
597
598 The rule is then added in the corresponding field.
599
600 [[image:Filter_rule_added_EN.png||alt="Filter rule added" height="132" width="565"]]
601
602 We can now move on to configuring the data model: click the **Next **button at the bottom right to** **open the advanced data model configuration window.
603
604 == Configure the data model ==
605
606 The **Advanced configuration** window** **opens** **on the **Columns** tab. You can notice that the title of the second **Properties **tab is preceded by a cross on a red background.
607
608 This means a name needs to be entered for the data model.
609
610 1. Click the **Properties** tab **.**
611 1. Name the data model "**retail**".
612 [[image:DM_name_retail_EN.png||alt="Date model name" height="277" width="496"]]
613
614 (% start="3" %)
615 1. Click **Finish **to close the **Advanced configuration** window.
616 ➡ The "retail" data model is then added to the list of your **Personal models**.
617
618 = Step 5: Creating a "retail" chart =
619
620 We are now going to create a chart from the data model **"retail"** we have just prepared.
621
622 **__Purpose:__** Create a {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}} showing the sales achieved on the three best products. The sales trend and margin target will be displayed in the table in the form of icons.
623
624 1. On the **Flows** page, click the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **button: the **Create Chart or Document Builder **box is displayed.
625 1. In the** Tables** category, select** {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}} **: the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties **window appears.
626 1. Select the**"retail"** data model.
627 [[image:Crosstable_retail1_EN.png||alt="Flow properties"]]
628 1. From the **Measures / Dimensions** tab, drag and drop the dimension **Product** into the **Measures or dimensions** area at the top.
629 1. Drag and drop the measure **Sales **on the right of Column 1. (Column 2 is created)
630 1. Drag and drop the measures** Target Margin** and **Trend** into **Column 2**.
631 1. Drag and drop the dimension **Store area **into the left-hand **Measures or dimensions **area.
632 1. In the **Dimension "Store area"** **: automatic selection of a level **window is displayed, click **OK **and then remove the hierarchy.
633
634 [[image:Remove_hierachy_retail_EN.png||alt="Remove hierarchy"]]
635
636 We are now going to apply a format to the **Margin **and **Trend **measurements in order to display them as icons in the table.
637
638 1. Right-click on **Target Margin **and apply the **Target** format **(icon)** to it.(((
639 [[image:Format_icon_target_EN.png||height="289" width="662"]]
640 )))
641 1. Right-click on **Trend **and apply the **Trend** format **(icon)**.(((
642 [[image:Format_icon_trend_EN.png||alt="Trend" height="301" width="637"]]
643 )))
644
645 Here we want to rank the top 3 sales figures by product. To do this :
646
647 1. Click the medal icon at the top of "**Column 1**" and then enter the following options:(((
648 [[image:Top3_sales_EN.png||alt="Top 3" height="221" width="735"]]
649 )))
650 1. In **Column 1,** click the sort option:
651 1*. Check the "**Sort**" box.
652 1*. Choose **"Sort by measure**".
653 1*. Select **"Descending"**.
654 1*. Click **Close**.
655 [[image:Sort_sales_EN.png||alt="Tri"]]
656
657 (% start="3" %)
658 1. (((
659 Refresh the graphical preview if necessary to view the {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}}.
660 [[image:Table_sales_top3_EN.png||alt="Table"]]
661 )))
662 1. (((
663 Rename the chart: **Sales for top 3 products.**
664 )))
665 1. (((
666 Click **OK **to save the table and add it to your **Personal flows**.
667 )))
668
669 = Step 6: Create the dashboard =
670
671 We've finished creating the flows (charts, map, table). We can now leave the **Studio **and move on to creating the dashboard.
672 To do this, we're going to work in** the Dashboard Editor.**
673
674 == Connect to the Dashboard Editor ==
675
676 1. Return to the DigDash Enterprise home screen. From **Studio**, you can :
677 1*. Click the DIGDASH STUDIO logo at the top left of the page.
678 [[image:1738054854124-316.png||alt="Logo DigDash"]]
679 1*. Click **Start Page** in the expandable menu at the top right.
680 [[image:Studio_menu_FR.png]]
681 1. Once on the **Home page**, click the **Editor** button: a login page will open.
682 1. Enter your user name and password, then click the **Login **button: the **DIGDASH Editor** window will appear.
683 [[image:Dashboard_editor_EN.png||alt="Dashboard editor" height="622" width="1122"]]
684
685 Let's have a quick look at the **Dashboard Editor.**
686
687 |=__1__: Roles and pages|(((
688 The central area displays the dashboard pages (2nd line) for each role (1st line).
689
690 When you log on for the first time, a personal page called **My Dashboard **is automatically created in your personal role (in this example: John). The personal role bears the user's name, and only the user has access to it.
691 )))
692 |=__2__: Menu bar|The menu bar contains various functions and options:(((
693 * a help menu [[image:1738055877742-421.png||height="29" width="28"]]
694 * the dashboard creation wizard [[image:ACTB_button.png||alt="Assistant tableau de bord" height="28" width="28"]]
695 * switch to view mode for the dashboard you are editing [[image:Dashboard_button.png||alt="Bouton Dashboard" height="27" width="33"]]
696 * a save button ​​​​​​​​​​​​​​[[image:1749802596998-751.png]]
697 * a menu that can be expanded from the user name, with a number of advanced options [[image:1738055900327-125.png||alt="Menu utilisateur" height="30" width="105"]]
698 )))
699 |=__3__: Page content menu|This menu provides access to the content elements, filters and variables that you can add to the dashboard.
700
701 == Choose a dashboard template and insert charts ==
702
703 First we will choose a dashboard template, i.e. a layout for the elements on the dashboard page. We can then add the desired charts.
704
705 1. Select **My Dashboard **then, in the panel to the right of **My Dashboard**, click the cogwheel to the right of** Display mode.**(((
706 [[image:Diplay_mode_EN.png||alt="Display mode"]]
707 )))
708 1. In the window which appears, select **Templates** from the **Display mode** drop-down list, then click the cogwheel to access the available templates.
709 1. In the **Templates **window that appears, select the**"Graphics + Filters at top**" template.
710 [[image:Dashboard_template_FR.png||alt="Template" height="575" width="547"]]
711
712 Your page now contains areas where you can drag and drop charts or filters.
713
714 [[image:Dashboard_template_EN.png]]
715
716 (% class="box infomessage" %)
717 (((
718 You may notice an asterisk * to the right of **My Dashboard**. This means that changes made to the dashboard have not been saved.
719 Remember to save your work regularly by clicking the **Save **button in the menu bar at the top right of the screen.
720 )))
721
722 We are going to insert the following graphs:
723
724 * //Communication cost per department//
725 * //Communication cost per area//
726 * //Target cost//
727 * //Sales for top 3 products//
728
729 To do this
730
731 1. In the left-hand side panel, select **Information flow (Existing graphics) **to display the list of existing charts**.**
732 1. From this list, drag and drop the charts into the **"Drag and Drop Chart**" areas of your page.
733
734 [[image:Dashboard_charts_added_EN.png||alt="Charts added" height="825" width="1349"]]
735
736 == Add a filter ==
737
738 We're going to add a filter for the Type of line to the page.
739
740 1. In the left-hand side panel, select **Filters / Variables** to display the available filter elements and variables.
741 1. Drag and drop **Type of line **into the first **Dimension **area of the dashboard page.
742 [[image:Filter_added_EN.png||alt="Type of line"]]
743
744 == Add a dashboard page ==
745
746 Here we are going to add a dashboard page in which we are going to create a simulation of the communication cost according to the Euro Dollar conversion rate.
747
748 1. Click the** + **icon to the right of **My Dashboard **to create a new dashboard page.
749 1. In** **the **Add page** box that appears :
750 1*. enter the name **Simulation**;
751 1*. select **Proportional **mode then click** OK.
752 [[image:Add_page_simulation_EN.png||alt="Add page"]] **
753 ➡ The new page is added.
754
755 (% start="3" %)
756 1. From the **Information {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} (Existing Charts) **section of the left-hand side panel, drag and drop the **Euro Dollar Simulation **chart into the new page.
757 1. From the **Filters/Variables** section, drag and drop the **Euro Dollar** variable below the chart.
758 1. Then drag and drop the **Line Type **filter to the left of the chart.
759 1. Save the dashboard by clicking the **Save** button at the top right of the window.
760
761 [[image:Simulation_EN.png||alt="Simulation"]]
762
763 = Step 7: Display the dashboard =
764
765 You can now view the final result of your work!
766
767 To do this, click the button **Access the dashboard **button [[image:Dashboard_button.png||alt="Bouton Dashboard" height="27" width="33"]] at the top right of the window.
768
769 (% class="box infomessage" %)
770 (((
771 If you haven't saved your changes, the editor will prompt you to save the dashboard: click **Save**.
772 [[image:Save_dashboard_EN.png||alt="Save dashboard"]]
773 )))
774
775 You can now manipulate your dashboard by clicking on the charts and filters, or by changing pages.
776
777 [[image:Final_dahsboard_EN.png||alt="Final dashboard"]]
778
779 = Congratulations! =
780
781 You've managed to create a real dashboard from Excel source files.
782
783 We've seen how to :
784
785 * load a file ;
786 * configure a data model
787 * configure charts based on this data model;
788 * create and configure dashboard pages.
789
790 == Going further ==
791
792 You can go even further!
793
794 With the Studio, DigDash Enterprise lets you go into even more detail in configuring your data models, connect to your databases and join or combine several data sources.
795
796 Don't hesitate to get in touch with your DigDash Enterprise administrator or your DigDash referral contact to discuss this!