Last modified by Aurelie Bertrand on 2026/06/23 15:35
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1 {{ddtoc}}{{/ddtoc}}
2
3 ----
4
5 = Preamble =
6
7 (((
8 The dashboard creation wizard is designed to help you create a dashboard in just a few clicks from a data source, in an intuitive way.
9
10 DigDash will endeavour to provide you with dashboards that meet your needs.
11
12 The types of dashboards on offer can be customised to best suit users’ habits and usage patterns.
13 )))
14
15 (((
16 {{info}}
17 A data source is the place where data is retrieved before being structured in the data model.
18 {{/info}}
19
20 {{info}}
21 A dashboard is a set of pages that allows you to visualize information flows on the web and interact with the data."
22 {{/info}}
23
24 = (% style="color:inherit; font-family:inherit; font-size:29px" %)Required permissions(%%) =
25 )))
26
27 (((
28 Users wishing to access the wizard must first be members of the authorisation group named “**End User for Self-service BI**”.
29 )))
30
31 = Using the wizard =
32
33 (% class="box errormessage" %)
34 (((
35 **❗​​ ​Please note: The **data model (whether newly created or modified) and the charts created will only be saved once you have clicked the **‘Finish and build dashboard’ **button **on **the **‘Build your own dashboard’** page**.**
36 If you exit the Dashboard Creation Wizard before this point, all charts created, as well as the data model (if newly created), will be lost.
37 )))
38
39 From the Dashboard Editor, select**the Dashboard Creation Wizard **from the toolbar at the top right** **[[image:1734366114590-450.png]].
40
41 [[image:1734365990340-662.png||alt="Bouton ACTB"]]
42
43
44 == Selecting the data source ==
45
46 The first screen offers two options for loading your data source:
47
48 * Load a file directly from your computer.
49 * Upload an existing data model from DigDash.
50
51 :
52 : [[image:ACTB_home_FR.png||alt="Accueil" height="531" width="867"]]
53 :
54
55 (((
56 === Selecting a data file ===
57
58 [[image:1636107356129-174.png||queryString="width=207&height=174" height="174" width="207"]]
59 )))
60
61 (((
62 ==== Selecting a local file ====
63
64 Select the **‘From a file on your computer’** radio button to choose a local data file in xls, xlsx, csv, xml or json format.
65
66 [[image:1636107631359-906.png||queryString="width=720&height=166" height="166" width="720"]]
67
68 ==== Selecting a file from a document server ====
69
70 Select the **‘From a file on your document servers’** radio button to choose a file from one of your document servers.
71
72 [[image:1636107700831-854.png||queryString="width=727&height=186" height="186" width="727"]]
73
74 === Selecting an existing data template ===
75
76 [[image:1636107388698-579.png||queryString="width=204&height=172" height="172" width="204"]]
77
78 The templates you have access to are limited to your current role. For a user, only the templates for the roles to which they have access will appear.
79
80 **A model is **considered **fully editable** when it is a data model **created using the Dashboard Creation Wizard, **i.e.** **a file-based data model created entirely within the Wizard.
81
82 **A model** is considered **partially editable** if it is a data model **not created using the Dashboard Creation Wizard, **i.e. a file-based data model created in Studio. In such cases, you can only add calculated measures and change the column types in the model.
83
84 **Any data models of types other than xls, xlsx, csv, xml or json are not editable**. It is possible to select a data model sourced from a database, but it cannot be modified: it will be set to **‘Not editable**’.
85
86 [[image:1757320920970-282.png]]
87
88 == Loading the data source ==
89 )))
90
91 : At this stage, you can monitor the progress of your data source upload. For Excel files, you can select the worksheet you wish to work on, as shown in the example below.
92
93 : [[image:1636109158405-811.png]]
94 :
95 : As you continue, the tool will perform a contextual analysis of the file to suggest the most appropriate dashboards.
96 :
97
98 (((
99 == Selecting the dashboard ==
100
101 At this stage, you will be prompted to select the dashboard that best suits your needs after reviewing your data.
102
103 A brief preview of your data will also allow you to check whether the data model created by DigDash has been generated correctly. For example, you will be able to check how DigDash has detected and distinguished your columns as dimensions or measures. If your data has been interpreted incorrectly, you can edit this data model (see the ‘Editing the data source’ section).
104
105 In some cases, DigDash may detect that your data matches a pre-configured dashboard. It will then suggest a dashboard with charts relevant to your data, which you can, however, customise.
106 )))
107
108 (((
109 === Case 1: no pre-configured dashboard has been detected ===
110
111 It is possible that no pre-configured dashboard matches the loaded data source.
112
113 ==== Selecting a custom dashboard ====
114
115 In this case, you will, by default, be prompted to create a **custom **dashboard **by **clicking the **Continue** button.
116
117 The custom dashboard gives you complete freedom to create the charts you want in your dashboard, based on the various analysis axes explained below.
118
119 (((
120 (% class="wikigeneratedid" id="H" %)
121 [[image:1650450415897-458.png]]
122
123 ==== Choosing charts ====
124 )))
125
126 Selecting a custom dashboard will take you to a view similar to the one below.
127
128 The left-hand side of this interface gives you access to the list of charts that can be added to your dashboard.
129
130 The right-hand side displays the content of the dashboard you are building.
131
132 [[image:ACTB_general.png||queryString="width=957&height=613" alt="Choix_graphiques" data-xwiki-image-style-alignment="center" height="613" width="957"]]
133
134 The dimensions and measures from the data source are recognised automatically. The user can therefore easily create the desired charts.
135 In the **‘Chart type’** drop-down list, several chart types are available:
136
137 * The **‘Recommendations’**option displays a list of charts based on the objects available in the selected data model. For example, geographical analysis is only offered if a geographical dimension exists in the model. Four types of analysis are available:
138 ** //Trend analysis//: a time dimension has been detected. The line chart showing the trend of a measure over time is suggested automatically.
139 ** //Geographical analysis//: a geographical dimension has been detected. A map visualisation is automatically suggested.
140 ** //List: //one or more dimensions have been detected. A tabular representation is automatically suggested.
141 ** Tiles: one or more measures have been detected. A tile view is automatically suggested.(((
142 [[image:Recommandations.png||alt="Recommandations" data-xwiki-image-style-alignment="center"]]
143 )))
144 * The other types – **Comparison**, **Tables**, **Indicators** and **Maps** – allow you to carry out a custom analysis: select the chart type you want from the drop-down list, choose the desired chart, and select the dimensions and measures to include.
145
146 [[image:Choix_graphique_exemple.png||alt="Choix_graphique" data-xwiki-image-style-alignment="center"]]
147
148 Once you have defined the chart type and the data, click the**‘Add to dashboard’ **button**next **to the chart to add it to the dashboard.
149 )))
150
151 (((
152 === (% style="color:inherit; font-family:inherit; font-size:29px" %)Case 2: Pre-configured dashboards have been detected(%%) ===
153 )))
154
155 : DigDash can detect whether a pre-configured dashboard matches the data from your source.
156
157 (((
158 ==== Selecting the pre-configured dashboard ====
159 )))
160
161 (((
162 You can then select this dashboard with pre-configured charts, or choose to create a custom dashboard, which is always an option.
163 )))
164
165 : In our example, the file retail_v7_de_world.xls corresponds to the pre-configured ‘Retail’ dashboard, which has a very good score.
166
167 (((
168 [[image:1650450301493-721.png]]
169
170 By selecting this, the dashboard will include charts specific to sales (sales map, turnover, etc.).
171
172 (((
173 ==== Choosing charts ====
174 )))
175
176 : Selecting this dashboard then generates a list of relevant charts that will make up your dashboard: in this case, sales-specific charts (sales map, turnover, etc.).
177 :
178 : The pre-configured charts are added directly to the content of the dashboard you are creating.
179
180 [[image:1636109959245-192.png]]
181
182 You can then enhance the content of your dashboard and add your own charts in the **‘Additional Charts’** section.
183
184 [[image:Graphiques_supplémentaires.png||alt="Graphiques_supplementaires" data-xwiki-image-style-alignment="center"]]
185
186 (((
187 == Editing the data source ==
188
189 We strongly recommend that you familiarise yourself with how your data model is formatted and make any necessary corrections.
190
191 The [[image:1602853746744-718.png]] button will allow you to find out more about your data source. In particular, you’ll be able to preview your data and configure it.
192
193 === Previewing source data ===
194
195 The **‘Preview Data’ **tab allows you to view a brief summary of your data to understand its nature.
196
197 [[image:1636112035431-638.png]]
198
199 Options are available to help you configure your data source as effectively as possible.
200
201 These options depend on the type of data source imported. For example, in the screenshot above, the source is an Excel file. You are prompted to select either the workbook or the worksheet.
202
203 ==== Column transformation ====
204
205 (% class="box warningmessage" %)
206 (((
207 Column transformation options are only available for newly created data models, as well as for existing data models if and only if they were created using the Dashboard Creation Wizard.
208 )))
209
210 (% class="wikigeneratedid" %)
211 You can apply transformations to your columns either via the button [[image:1636111836544-291.png]] or directly on your column headers.
212
213 [[image:1650458909866-641.png]]
214
215 (% class="wikigeneratedid" id="HFonctions" %)
216 This allows you to apply the functions pre-defined in the product as well as formatting options.
217
218 === Data Model Configuration ===
219
220 {{info}}
221 Le **modèle de données **est une représentation "intelligente" d’une source de données. Le modèle de données est composé de mesures et de dimensions.
222 {{/info}}
223
224 {{info}}
225 Une **dimension **est composée d’un ensemble de membres organisés selon une ou plusieurs hiérarchies.
226 {{/info}}
227
228 {{info}}
229 Une **mesure **est une quantité à représenter qui peut être agrégée avec une formule d’agrégation.
230 {{/info}}
231
232 The **‘Configure Data Model’ **tab allows you to configure the dimensions and measures detected by DigDash.
233
234 You can then change their type and display name, and even create calculated measures.
235
236 [[image:1650455916483-310.png]]
237
238
239
240 )))
241
242 (((
243 ==== Column settings ====
244
245 The side panel allows you to view the definition of each selected column.
246
247
248 ===== Dimension settings =====
249
250 As well as being able to change the nature of a dimension at any time, you can also add hierarchies to it through automatic grouping or via shared hierarchies.
251
252 [[image:1650457399549-926.png]]
253
254 ===== Measure settings =====
255
256 As well as being able to change the type of a measure at any time, you can also add targets to it.
257
258 [[image:1650457181559-809.png]][[image:1650457224390-702.png]]
259
260
261 ==== Adding calculated measures ====
262
263 The [[image:1650458653912-616.png]] allows you to add calculated measures to your data model.
264
265 {{info}}
266 Une** mesure calculée** ou **mesure dérivée** est une mesure dont la définition est issue d’une formule basée ou non sur d’autres mesures / dimensions.
267 {{/info}}
268
269 (% class="wikigeneratedid" %)
270 There are several ways to create them. You can use existing predefined functions (or formulas) – either general or transformation functions – or define the formula to be applied yourself.
271
272 (% class="box warningmessage" %)
273 (((
274 The name of a calculated measure or derived measure cannot be edited once it has been created.
275 )))
276
277 ===== General functions =====
278
279 [[image:1650458342219-420.png]]
280
281 General functions provide basic formulas such as percentage change.
282
283 ===== Transform functions =====
284
285 [[image:1650458529775-292.png]]
286
287 Transformation functions are applied to measures and allow you to display values for the previous year, the previous month, the previous week or the previous day.
288
289 ===== Formula =====
290 )))
291
292 : Selecting ‘Formula…’ will bring up the following dialogue box:
293 :
294 : [[image:1636110973085-813.png||queryString="width=282&height=321" height="321" width="282"]]
295 :
296 : This dialogue box allows you to freely define the formula for your measure by inserting the measures or dimensions of your choice.
297 : You will be prompted to enter a name and the formula.
298
299 == (% style="color:inherit; font-family:inherit; font-size:29px" %)Building the dashboard(%%) ==
300 )))
301
302 : You can manage various elements to customise the display of your dashboard.
303 :
304
305 (((
306 === (% style="color:inherit; font-family:inherit; font-size:23px" %)Name of your dashboard(%%) ===
307 )))
308
309 (((
310 (% class="wikigeneratedid" %)
311 Give your dashboard a name. This is **mandatory**. This name will be used as the category name for the charts created in the current user’s or role’s portfolio.
312
313 {{info}}
314 Le **portefeuille** d'un rôle ou d'un utilisateur est un espace de travail dont les droits peuvent être donnés au cas par cas.
315 {{/info}}
316
317 === Chart layout ===
318
319 DigDash offers templates to help you arrange your charts in the best possible way on the dashboard you are creating. The default template is the automatic layout.
320
321 [[image:1602856226445-298.png]]
322
323 The automatic layout automatically arranges the charts to best suit your content, with no limit on the number of charts.
324
325 Each template supports a limited number of charts (displayed when you hover over the template with the mouse).
326
327 [[image:1602857685204-489.png]]
328
329
330 (% class="wikigeneratedid" id="HOrdredesgraphiques" %)
331 On the left-hand side, you can drag and drop the charts onto your dashboard to arrange them within the selected layout template. The layout template takes the order of the elements into account when arranging them. Please note that the first chart is the most important.
332
333 [[image:1602857767860-961.png]]
334
335 === Validating and building the dashboard ===
336
337 Click the button [[image:1602855958729-795.png]] to finalise the creation of your dashboard.
338
339 Please wait a few moments.
340
341 The wizard will close and you’ll see your dashboard in the Dashboard Editor.
342
343 If you wish, you can continue to customise your dashboard (adding filters, dimensions, etc.).
344 )))
345
346 === Editing the dashboard afterwards ===
347
348 You can further customise your newly created dashboard using the Self-Service BI tool, where you can, for example, change the colours of your charts, modify the icons on your tiles, and so on.
349
350 To access the Self-Service BI interface, hover over one of the charts on the dashboard you have created and select the  [[image:Digdash.user_guide.dashboard.dashboard_editor_guide.edit_dashboard.WebHome@Bouton_edition_graphique_icone.png||alt="Edition_graphique"]].
351
352 [[image:Edition_graphique.png||alt="Edition_graphique" data-xwiki-image-style-alignment="center"]]
353
354 = Editing the data model afterwards =
355
356 A data model created when building a dashboard using this wizard can be edited afterwards. For example, you can add calculated measures.
357
358 [[image:1650458139080-561.png]]
359
360
361 To access the editing interface, there are two options:
362
363 * hover over one of the charts on the dashboard you have created and select the **‘Edit data model’** sub-menu via the icon  [[image:1636117832252-592.png||queryString="width=34&height=48" height="48" width="34"]].
364 [[image:Edit_data_model_ACTB_FR.png]]
365
366 * via the**Edit** button when creating new charts from this data model.
367 [[image:Edit_data_model_from_newgraph.png]]