Ad hoc analysis

----

DigDash Enterprise provides an editing tool that allows users to modify their charts in real time: adding columns, totals, changing the sort order, etc.

6

7

This feature, also known as //Self-service BI//, gives users greater freedom. Changes to charts can be made easily without the need to reconfigure data flows within the information portfolio.

8

9

Ad-hoc analysis is available on all charts except: {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Charts, Tree Views, Text, Keyword Clouds, HTML Reports and Gantt Charts.

10

11

= Configuring ad hoc analysis =

12

13

Users can edit their charts directly from the dashboard editor.

14

15

== Enabling ad hoc analysis{{id name="Activer_adhoc"/}} ==

16

17

The ad hoc analysis feature in the dashboard editor (whether viewing the dashboard or opening the flow in a browser) is enabled when editing the flow (chart) in Studio:

18

19

* Click the **Ad-hoc Analysis** button in the flow configuration toolbar.

20

21

[[image:Activate_adhoc_en.png]]

22

23

== Advanced options for ad hoc analysis ==

24

25

You can customise the ad-hoc analysis interface to restrict or specialise certain functions for users of the chart. Please refer to the documentation [[Advanced options for the ad hoc analysis interface>>doc:Digdash.user_guide.dashboard.self_service_bi.adhoc_editor_options.WebHome]].

= Editing a chart =

When you view a chart in a browser or dashboard, the chart is displayed on the right and the editing toolbar on the left.

30

The editing toolbar can be collapsed: click the [[image:1742918186762-286.png]] button to hide it.

31

The help icon [[image:1742918088511-895.png||height="25" width="27"]] allows you to access this documentation directly.

32

33

[[image:1783433029098-558.png]]

34

35

This editing toolbar includes the list of dimensions and measures available in the data model, as well as a number of tools such as the option to save your chart view.

36

37

(% class="box infomessage" %)

38

(((

39

If a description has been entered in the data model for a dimension or measure, it is displayed in the tooltip when you hover over the dimension or measure.

40

)))

41

42

Dimension names followed by **… indicate **that the dimension includes a hierarchy or navigation path. Click on the dimension to display the list of available hierarchies.

43

[[image:Ad-hoc_hierarchy_en.png]]

44

45

46

If you are editing a chart other than a table, the list of axes is displayed on the chart so that you can modify their content:

47

48

[[image:Ad-hoc_axes_en.png]]

49

50

(% id="HAjouterdesdimensionsetmesuressurlegraphe" %)

51

== Adding dimensions or measures ==

52

53

Objects can be added to or removed from the chart by dragging and dropping them or by using the context menu (right-click) on the chart.

=== In a table ===

If you wish to add a dimension or measure to a table or cross-tab, drag and drop that object onto the header of the table column before which you wish to insert it.

58

59

[[image:Ad-hoc_axes_en.png]]

60

61

62

You can also add an object by right-clicking:

63

64

* Right-click on the column header before or after which you wish to insert the object and select **‘Insert a dimension (before or after) **’ **or ‘Insert a measure (before or after)**’.

65

66

In a table, you can reorder dimensions and measures freely by dragging and dropping the columns to the desired position. Measures can be placed at the top if you wish.

67

[[image:Ad-hoc_move_columns_FR.gif||alt="Déplacer colonnes"]]

68

69

==== Replacing a dimension or measure ====

70

71

If you wish to replace a dimension or a measure:

72

73

1. Right-click on the header of the relevant column, then select the **Replace Axis ( **or **Replace Measure**) menu command

74

1. Then select the new dimension (or measure) to use.

75

76

[[image:Replace_axis_en.png]]

77

78

==== Deleting a dimension or measure ====

79

80

If you want to delete a dimension or measure, right-click on the header of the relevant column and then select the **‘Delete Axis’ ( **or **‘Delete Measure’**) menu command.

=== In a chart ===

If you wish to add a dimension or measure to a chart (columns, bars, etc.), drag and drop the item directly onto the desired axis:

85

86

[[image:Insert_column_graph_en.png]]

87

88

To add a hierarchy level for a dimension, first click on the dimension to display the list of hierarchies, then select the level to add.

89

90

You can also add an object by right-clicking:

91

92

1. Right-click on the axis and choose **‘Add a dimension to the axis’ or ‘Add a measure to the axis**’.

93

[[image:Insert_column_graph_menu_en.png]]

94

1. Then select the dimension/measure.

95

[[image:Select_dimension_fr.png]]

96

97

==== Replacing a dimension or measure ====

98

99

To replace the existing dimension or measure:

100

101

1. Right-click on that object and select **‘Replace Dimension’ **or** ‘Replace Measure**’.

102

[[image:Replace_dimension_en.png]]

103

1. Then select the measure or dimension you wish to use.

104

If the dimension has hierarchies, the root level is automatically selected. To select a different hierarchical level, use drag-and-drop from the list of dimensions on the left.

105

106

==== Deleting a dimension or measure ====

107

108

If you wish to delete a dimension or measure, drag and drop the object you wish to delete from the chart onto the toolbar.

109

110

You can also delete objects from the context menu that appears when you right-click on the object or axis: click on **‘Remove dimension’ **or** ‘Remove measure**’.

111

112

== Add a formula{{id name="formule"/}} ==

To add a formula:

1. Drag and drop the **//‘Formula…’//** item at the end of the list of measures onto the measures axis.

117

[[image:Add_formula_en.png]]

118

➡ A dialog box will appear prompting you to enter the name and content of the formula

119

1. Enter the name of the formula and its content.

120

[[image:Formula_editor_en.png]]

121

You can insert a measure by clicking the **‘Insert measure into formula’** button, or a dimension (e.g. count of distinct members) by clicking the **‘Insert dimension into formula’** button.

122

The aggregation function shown in brackets is, by default, that of the data model. You can change this by clicking on the measure/dimension and then selecting the desired aggregation. See the section [[**Available aggregation functions for dimensions and measures**>>doc:||anchor="Fonctions_agreg"]] below for further details.

123

[[image:Formula_editor_aggreg_en.png]]

(% class="box" %)

(((

💡 You can also type the beginning of the name of the measure or dimension you wish to add directly into the formula editor. You will then be shown a list of matching measures and dimensions with the various possible aggregations.

128

[[image:Formula_editor_js_en.png]]

)))

(% start="3" %)

1. Select an output number format from the **Format** drop-down list.

133

1. Click **OK**.

134

➡ The formula is used in the chart.

135

The formula is also visible in the list of available measures. You can edit it by clicking on [[image:1708942787953-379.png]] or delete it by clicking on [[image:1708942807170-598.png]] .

136

[[image:Formula_added_en.png]]

137

138

=== Aggregation functions available for dimensions and measures{{id name="Fonctions_agreg"/}} ===

139

140

You can change the aggregation function shown in brackets for dimensions and measures included in a formula.

141

142

For dimensions, the **//dcount// **aggregation function is** **used by default. It calculates the distinct count of members in the dimension.

143

You can replace dcount with **//dmember//**, which returns the value of the dimension.

144

145

For measures, the//**‘sum’**// aggregation function is used by default. It calculates the sum of the measure’s values. You can replace it with one of the available aggregation functions:

146

147

* **Average** (avg)

148

* **Min**(min): minimum value

149

* **Max ( **max): maximum** value**

150

* **Cumulative along the axis **(arsum)

151

* **Or ( **or): logical ‘or’ (‘|’ in programming or ‘+’ in Boolean arithmetic) between the (integer) values of the measure. Example: 2+2=4 (arithmetic sum) but 2|2 =2, 2|1=3, 1|0=1… (logical OR).

152

* **Median** (med)

153

154

== Changing a measure’s aggregation{{id name="Agrégation1"/}} ==

155

156

You can change a measure’s aggregation function: click the **Options… **button**, then Aggregation below **the list of measures, then drag and drop the desired aggregation type onto the relevant measure.

157

[[image:Options_aggregations_en.png]]

158

159

It is also possible to change the aggregation directly from the measure on the axis: see the section [[Changing a measure’s aggregation>>doc:||anchor="Agrégation2"]] for further details.

160

161

== Adding a transformer ==

162

163

Transformers are applied to measures and allow you to display values for the previous year, the previous month, the previous week or the previous day.

164

165

To add a column transformer:

166

167

1. Click **Options... **then** Transformers **and drag and drop the selected transformer onto the desired measure.

168

[[image:Transformers_en.png]]

169

1. Edit the name of the measure using the transformer as required, then click **OK**.

170

[[image:Cost_year-1_en.png||alt="Adhoc_transfo_dialog_FR.png"]]

171

➡ This is displayed after the transformed measure and added to the list of measures.

172

173

Example: drag and drop the **Year -1 **transformer onto** **the //Communication Cost// measure. A //‘Communication Cost (Year -1)// ’ column is added after the //‘Communication Cost’// measure, and a//‘Communication Cost (Year -1) //’ measure //is //added to the list of measures.

174

175

[[image:Cost_year-1_added_en.png]]

176

177

== Adding a smoothing function or a predictive function ==

178

179

To add a smoothing function or a predictive function:

180

181

1. Click on **Options... **then **Smoothing Functions **and drag and drop the selected function onto the desired measure.

182

1. Enter the required parameters.

183

1. Rename the measure as required, then click **OK**.

184

➡ This is displayed after the selected measure and added to the list of measures.

185

186

(% class="box warningmessage" %)

187

(((

188

❗If the values are empty, the column may not be displayed.

189

)))

190

191

Example: drag and drop the **Moving Average** smoothing function// onto //the //Communication Cost// metric. A //Communication Cost (Moving Average) //column is added after the //Communication Cost// metric and to the list of metrics:

192

193

[[image:Smoothing_en.png]]

194

195

(% class="box infomessage" %)

196

(((

197

For more information on smoothing functions and predictive functions, see the [[Predictive Tutorial>>doc:Digdash.user_guide.tutorials.predictif_tutorial.WebHome]].

198

)))

199

200

== Managing and adding filters{{id name="Ajout_filtres"/}}{{id name="Ajout_filtres"/}} ==

201

202

=== Viewing and managing filters ===

203

204

To view all stream filters (dashboard filters and private flow filters), click the button [[image:Bouton_filtres_adhoc.png||alt="Bouton_filtres"]] to the right of **Dimensions**.

205

206

[[image:Dimensions_filter_en.png]]

207

208

➡ The **Filters** pane appears, showing the list of filters applied to the flow.

209

[[image:Filter_en.png]]

210

211

Private flow filters (defined in the ad hoc analysis or the Dashboard Editor) can be:

212

213

* edited: select the filter, click the button [[image:Bouton_editer_fonction.png||alt="Bouton_editer"]] and modify the filter as required.

214

* deleted: select the filter(s) and click the [[image:Bouton_supprimer.png||alt="Bouton_supprimer"]]button.

215

216

Filters created in Studio (with a dimension defined as non-navigable) are greyed out and cannot be edited or deleted here.

217

218

Filters using an exclusion take the following form:

219

220

[[image:Filter_exclude_en.png]]

221

222

=== Adding a filter ===

223

224

You can add a filter from the **Filters **box above** **:

225

226

1. Click the **‘Add a filter’** button.

227

1. Select the dimension to filter by, for example //Date//.

228

1. In the **‘Filter by //Dimension’//** box, set the filter as required and click **OK**.

229

[[image:Add_filter_en.png]]

230

231

You can also add a filter from the dimension:

232

233

1. Right-click on the dimension you wish to filter by, then click **Add filter**.

234

[[image:Add_filter_menu_en.png]]

235

1. In the **‘Filter by //Dimension’//** box, set the filter as required and click **OK**.

236

237

== Editing axis properties ==

238

239

=== Adding an overall ===

To add a total:

1. Right-click on the axis (or column header, if it is a table) to which you wish to add a total, then select **‘Add Overall**’.

244

[[image:Add_overall_en.png]]

245

1. In the **‘Add Overall’ **box that appears, select the **position of the **overall and **the aggregation** to use.

246

➡ The overall is displayed at the chosen position.

247

248

You can also add a total via the dimension options: click the **Options… **button **below **the list of dimensions, then drag and drop **Total (end) or Total (beginning) **onto the desired axis.

249

250

[[image:Overall_menu_en.png]]

251

252

To modify the total (position and aggregation), right-click on the axis and select **Change Overall**.

253

254

To remove a total, right-click on the axis and select **Remove Overall.**

255

256

[[image:Overall_options_en.png]]

257

258

=== Adding a measure filter ===

259

260

(% class="wikigeneratedid" %)

261

To add a measure filter of the type ‘Best’, ‘Worst’ or ‘Interval’:

262

263

1. Right-click on the axis and select **Add a measure filter**.

264

[[image:Add_measure_filter_en.png]]

265

1. In the **Add Measure Filter** box that appears, select the **measure** of your choice.

266

1. Then select:

267

1*. the **‘Top’** or **‘Bottom’ **type, then enter the number of values.

268

[[image:Add_measure_filter_top_en.png]]

269

1*. or the **‘Interval’ **type, **then **enter the **Min and Max** values**.**

270

1. Click **OK: **the chart will update.

271

272

[[image:Add_measure_filter_top_applied_en.png||height="381" width="574"]]

273

274

275

To remove the Top / Bottom / Interval filter, right-click on the axis and select **Remove Measure Filter**.

276

277

=== Adding a sort ===

To add a sort:

1. Right-click on the axis of your choice, then select **‘Add sort**’.

282

[[image:add_sort_en.png||alt="Add_measure_filter_top_applied_en.png"]]

283

1. In the **‘Add sort’** box that appears, select the **sort** type.

284

[[image:Add_sort_select_en.png]]

285

286

You can also add a sort from the dimension options: click the **Options… **button below the list of dimensions, then drag and drop **Sort (asc.) or Sort (dsc.) onto **the desired axis.

287

288

To edit a sort, right-click on the axis and select **Change sort**.

289

290

To remove a sort, right-click on the axis and select **Remove sort**.

291

292

=== Changing a measure’s aggregation{{id name="Agrégation2"/}} ===

293

294

To change a measure’s aggregation, right-click on the measure’s name, then select **Change aggregation and **choose the function: **Sum**, **Average**, **Min**, **Max**,**Cumulative or Median**.

295

296

[[image:Ad-hoc_change_agreg_FR.png||alt="Changer l'agrégation"]]

297

298

Aggregations can also be changed via the measure options: see the section [[Changing a measure’s aggregation>>doc:||anchor="Agrégation1"]] for further details.

299

300

=== Changing a measure’s format ===

301

302

To change a measure’s format:

303

304

1. Right-click on the measure or continuous dimension (e.g. time dimension), then select **Change Format.**

305

1. In the **Change Format** box, select the desired format and click **OK**.

306

307

[[image:Change_format_en.png]]

308

309

=== Setting / Changing a target{{id name="Objectif"/}} ===

310

311

When a metric has one or more targets defined (see the page [[Creating a target for a measure>>doc:Digdash.user_guide.studio.Create_datamodel.configure_data_model.Configure_columns.Create_target.WebHome]] for more details), you can set or change a target. To do this:

312

313

1. Right-click on the relevant metric.

314

1. In the context menu, select **‘Change objective’**, then choose the objective of your choice or **‘None’ **if** **you do not wish to use an objective.

315

[[image:Change_target_en.png]]

316

\\➡ The objective applies to the chart or table.

317

[[image:Change_target_applied_en.png]]

318

319

=== Adding an interaction ===

320

321

To add an interaction:

322

323

1. Right-click on the axis of your choice and select **‘Add interaction**’.

324

➡ The interface displays a list of possible interactions for each chart.

325

1. Select the desired interaction.

326

\\[[image:Add_interaction_en.png]]

327

328

(% class="box infomessage" %)

329

(((

330

See the page [[Configuring interactions>>doc:Digdash.user_guide.studio.Create_flow.Configure_flow.Configure_interactions.WebHome]] for more details on the different types of interactions.

331

)))

332

333

=== Changing teh color distribution ===

334

335

The colour scheme can be changed. To do this, right-click on the axis and select **Enable color distribution or Disable color distribution**.

336

337

Example: on a column chart, colour distribution is enabled by default on the stacking axis (a different colour is assigned to each element on this axis):

338

339

If you want the **colour** scheme to apply to the column axis, right-click on the Stacking axis and select **‘Disable color distribution**’. Then right-click on the column axis and choose **‘Enable color distribution**’.

340

341

[[image:Color_distribution_en.png]]

342

343

== Editing a chart’s properties ==

344

345

=== Changing the colour palette used ===

346

347

To change the colour palette:

348

349

1. Click on **Style… then Colours…**

350

[[image:1743090192013-217.png||alt="Couleurs"]]

351

1. Then select the desired palette from the drop-down list and click **OK**.

352

Additional colour palettes can be created in Studio: see the page [[Colour Palette Manager>>doc:Digdash.user_guide.studio.managers.colors.WebHome]] for further details.

353

[[image:Adhoc_color_palette_FR.png||alt="Palette de couleurs"]]

354

355

You can also choose a specific existing theme for your chart by clicking on **Style...** then **Themes....** Additional themes can be defined via Studio. See the [[Style Manager>>doc:Digdash.user_guide.studio.managers.Style_manager.WebHome]] page for further details.

356

357

=== Editing table styles ===

358

359

To edit the table’s styles:

360

361

1. Click on **Style...**then on **Context Menu: Styles **to open the styles context menu (click this button again to close the menu).

362

[[image:Table_styles_en.png]]

363

1. Right-click on the row, column or cell whose style you wish to edit to display the styles context menu.(((

364

[[image:Table_styles_menu_en.png]]

365

)))

366

1. (((

367

Modify the styles as required: see the page [[Changing a table’s style>>doc:Digdash.user_guide.studio.Create_flow.Flow_types_and_configuration.Flow_type_table.Modify_table_style.WebHome||style="background-color: rgb(255, 255, 255);"]] for more details on the available options.

368

)))

369

370

= Saving a view{{id name="vue"/}} =

371

372

You can save different views of the same chart.

== Save the view ==

To save the current view of your chart:

377

378

1. Click on **Views... **then click the **Save View** button.

379

[[image:Save_view_en.png]]

380

1. Enter the **Name of the view**.

381

1. You can assign a **Category** to the view by selecting an existing category or creating a new one.

382

Multiple levels of categories can be created. The categories will be displayed as a folder tree.

383

[[image:View_category_en.png]]

384

1. Tick the **‘Do not save current filters in the view’** box to save the view without the currently defined filters.

385

1. Tick the **‘Public view’** box if you wish to share the view with other users (who have access to the role).

386

[[image:Save_view_dialog_en.png]]

387

1. Click **OK**.

388

➡ The view is saved in the feed and added below**‘Views’ in **the specified category.

389

[[image:Save_view_added_en.png]]

390

391

== Viewing a saved view ==

392

393

To view a saved view, simply click on its name.

394

395

== Filtering private/public views ==

396

397

Private and public views can be identified by their icon:

398

399

[[image:Viw_private_public_en.png]]

400

401

[[image:View_list_en.png]]

402

403

You can filter the views displayed using the **Public** and **Private** buttons to the right of **‘Views**’. The filter is applied via the button shown in blue.

404

Below, the filter is set to show only private views.

405

[[image:View_list_filtered_en.png]]

406

407

== Resetting a view ==

408

409

To return to the initial view:

410

411

1. Click **Reset the view**.

412

➡ A message appears: **Do you want to reset the view? **

413

[[image:Reset_view_message_en.png]]

414

1. Click **OK.**

415

416

== Deleting a saved view ==

417

418

To delete a view, click the delete icon [[image:1708959223994-898.png]] next to the view’s name.

419

If it is the only view in the category, the category is also deleted.

420

421

== Correcting an incorrect view{{id name="Vue_erreur"/}} ==

422

423

When a dimension, measure or hierarchy is deleted, or when its identifier is changed in the data model, saved views (both public and private) may be affected.

424

425

In this case, a message appears to inform you that the data model has changed, and lists the missing objects.

426

427

[[image:Clean_view_en.png||height="270" width="399"]]

428

429

You can then remove the missing objects from the view by clicking the **‘Clean up view’** button.

430

Tick the **‘Also save the view after cleaning it up** **’** box to automatically save the view after cleaning it up.

431

432

Click the **Cancel** button if you wish to ignore the message. In this case, you will not be able to display the view and will remain on the current view.

433

434

The types of missing objects may include the following:

435

436

* **Dimension**

437

* **Filter: **‘Elements’ type filter

438

* **FilterRule: **Rule-type filter

439

* **Dim Set Dimension: **‘Set’ type filter