Last modified by Aurelie Bertrand on 2025/07/04 17:22
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2 (((
3 🙋 This tutorial is intended for **advanced users**.
4
5 ⏱ It is designed to be followed independently **in 2 hours.**
6 )))
7
8 ----
9
10 {{ddtoc/}}
11
12 ----
13
14 = Introduction =
15
16 In this tutorial, we're going to find out how to create a PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}.
17
18 To do this, we are going to produce a PDF report on the turnover (CA) achieved for different product families of a company. It is based on the retailfr.xls dataset, which corresponds to fictitious data from a retail company containing information on products and data such as prices, sales, margins, etc.
19
20 The various stages of this tutorial are as follows:
21
22 * Creation of the data model based on the retailfr.xls file
23 * Creation of the 6 charts to be used in the report:
24 ** Summary table of turnover by product family
25 ** Breakdown of turnover by product
26 ** {{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} showing sales growth by month
27 ** Breakdown of sales by region
28 ** Comparison of sales by product
29 ** Table listing product families for each section
30 * Creation of the {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}}
31 * Creation of the dashboard page used to generate the PDF report
32
33 = Prerequisites =
34
35 In order to complete this tutorial, you need to :
36
37 * have installed DigDash Enterprise version 2025R1 or higher ;
38 * be a member of the**"Data Model Designer**" and**"Dashboard Designer**" authorisation groups;
39 * download the resources archive [[tutoriel_fabrique_pdf_ressources.zip>>attach:tutoriel_fabrique_pdf_ressources.zip]] containing the retailfr.xls file and the images used.
40
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42 (((
43 ℹ The screenshots in this tutorial were created using the Chrome browser. There may be slight differences depending on the browser.
44 )))
45
46 = Step 1: Creating and configuring the data model =
47
48 (% class="box infomessage" %)
49 (((
50 This entire part of the tutorial takes place in the Studio.
51 )))
52
53 == Import the retailfr.xls data source ==
54
55 Here we're going to import the data from the retailfr.xls Excel file we downloaded earlier. To do this
56
57 1. Launch the Studio.
58 1. Click on the **Templates** tab.
59 1. Click on the **New template** button.
60 [[image:New_model_all_files_FR.png||alt="Nouveau modèle Fichiers"]]\\
61 1. In the **Create a new data model** box, select **All types **in the **Files** section.
62 1. In the **Search for remote files** box, select "**Common Datasources**" from the **Server** drop-down list and click the **Add file to server...** button.
63 [[image:Search_remote_files_FR.png]]\\
64 1. In the **Select a file** box, select **From your computer**, click the **Browse... **button and find the file //retailfr.xls//
65 1. Click **OK**.
66 ➡ The file is now saved on the DigDash Common Datasources server and accessible to all users.
67
68 (% start="5" %)
69 1. In the **Remote File Search** box, select the //retailfr.xls //file and then click **OK**.
70
71 The **Excel File **window appears. It offers data selection options and a preview of the data. Here we will configure the data model.
72
73 == Configuring the data model ==
74
75 The elements in the first row of the table correspond to the heading of the data in each column. We are therefore going to use them as column headings. To do this, in the **Data selection** section, tick the **First row as header** box.
76
77 === Filtering product families ===
78
79 Here we are going to concentrate on the product families:
80
81 * Cold meats
82 * Dessert
83 * Sport & leisure
84 * Telecom
85
86 We are therefore going to filter the rows for which the **Family **field is equal to the above values. To do this, in the **Data selection** section :
87
88 1. Click on the **Add...** button.
89 1. In the **Edit filter rule** box, select** Family**, then **respond to the regular expression **and enter **Charcuterie|Dessert|Sport & leisure|Telecom**.
90 [[image:Rule_filter_family_FR.png]]
91 1. (% style="color:#36525b; font-size:14.6667px; white-space-collapse:preserve" %)Click(%%)** OK**.
92 ➡ The other members of the **Family **dimension are greyed out.
93 1. Click the **Next** button at the bottom right to open the data model configuration window.
94
95 === Create the measures CA (Year - 1) and CA ~(% Progression) ===
96
97 We are now going to create 2 new measures calculated with the wizard: CA (Year - 1) and CA ~(% Growth). To do this
98
99 1. In the **Columns** tab, click on the **New measure** button.
100 1. Click on **Calculated measure**:
101 1*. For the **CA (Year-1)** measure, drag and drop the **Year-1** function from the **Transformer **tab onto the** CA** measure.
102 [[image:New_calculated_measure_revenue_FR.png||alt="Nouvelle mesure CA N-1"]]\\
103 1*. For the **AC** measurement **~(% Progression):**
104 1**. Drag and drop the **% Progression** function from the **General **tab onto the** CA** measurement.
105 1**. Define the progression between the **First measurement**: //CA (Year-1) //and the **Second measurement**: //CA.//
106 1**. Select the **Format **: //Percentage //and click **OK**.
107 [[image:New_measure_revenue_progression_FR.png||alt="Progression CA"]]
108 ➡ The calculated measures are added to the list of columns.
109 1. In the** Properties** tab, name the **Retail** data model and then click **Finish **at the bottom right to save it.
110
111 Now that the Retail data model is configured, we can create the charts based on this model.
112
113 = Step 2: Creating the charts =
114
115 (% class="box infomessage" style="line-height: 1.2; text-align: justify;" %)
116 (((
117 ℹ This entire part of the tutorial takes place in the Studio.
118 )))
119
120 We are now going to create the graphs that we will insert into our {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}}.
121 All the graphs created in this tutorial will be based on the retail data model.
122
123 To create a chart (flow), click on the **New {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** button and then select the desired flow.
124
125 [[image:New_flow_FR.png||alt="Nouveau flux" height="526" width="938"]]
126
127 (% style="line-height: 1.2; text-align: justify;" %)
128 == Summary table of sales by product family ==
129
130 1. Create a new {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} of the **{{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}}** type.
131 1. Select the data model and enter the name **Summary of sales by product family**.
132 1. Drag the **Family **dimension onto the **Column 1** axis.
133 1. Place the measures **Sales**, **Sales (Year-1)** and **Sales ~(% Growth)** on the **Line 1** axis.
134 [[image:Flow_revenue_synthesis_FR.png||alt="Synthèse du CA par famille"]]\\
135 1. Click on the sort button for the **Column 1** axis and apply a descending sort to the Sales measure.
136 [[image:Family_sort_measure_FR.png||alt="Tri sur la mesure"]]
137
138 We are now going to add an alert format to the **Sales ~(% Growth) **measure **:**
139
140 1. Right-click on the **Sales **measure **~(% Growth) **and then click on **Apply a format -> Format manager... **
141 [[image:1738318144425-934.png||alt="Format CA progression"]]\\
142 1. In the**Format Editor**, select **Alerter** and then click on the **+** button to create a new alerter format **_tutoriel_progression.
143 [[image:New_format_tuto_progression_FR.png]]**\\
144 1. Click on the **+** button in the **Format Editor** section on the right to create the following alerts with an **Output Type of** //Colour + icon// in the //Percentage// **Format** //~://
145 1*. Value **0**: equal sign
146 [[image:New_alerter_tuto_progression_FR.png||alt="Nouvel alerteur ="]]\\
147 1*. Interval **-infinite to 0 **: red down arrow
148 [[image:New_alerter_tuto_progression_neg_FR.png||alt="Nouvel alerteur négatif"]]\\
149 1*. Interval **0 to +infinite**: green up arrow
150 [[image:New_alerter_tuto_progression_pos_FR.png||alt="Nouvel alerteur +"]]
151
152 (% class="box warningmessage" %)
153 (((
154 ℹ The order in which alerts are created must be respected.
155 )))
156
157 (% start="4" %)
158 1. Click **OK** and select the** _tutor_progression** alert format for the measurement.[[image:1738319323337-417.png||alt="Format _tutoriel_progression"]](((
159 ➡ We obtain the following display in the table:
160 [[image:1738319397544-607.png||alt="Tableau avec alerteur"]]
161 )))
162 1. Click **OK **at the bottom right of the editing window to save the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
163
164 == Breakdown of turnover by month ==
165
166 (% start="1" %)
167 1. Create a new {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} of the **{{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}}** type.
168 1. Select the data model and enter the name **Breakdown of turnover by month**.
169 1. Drag the **Date** dimension onto the **Column 1 **axis (at Month level in the Date hierarchy).
170 [[image:Date_hierarchy_selection_FR.png||alt="Hiérarchie date"]]\\
171 1. Place the **Turnover**, **Turnover (Year - 1)** and **Turnover ~(% Growth)** measures on the **Line 1** axis.
172 1. Apply the **_tutoriel_progression** alert format created earlier to the **CA ~(% Progression)** measure **.**(((
173 [[image:Apply_format_alerter_revenue_date_FR.png||alt="Appliquer le format alerteur _tutoriel_progression"]]
174 )))
175 1. Click on the sort button [[image:Sort_button_FR.png||alt="Bouton Tri"]] on the **Column 1** axis and apply the **Data Model Sort **to sort the months in chronological order.
176 [[image:Sort_date_DM_FR.png||alt="Tri modèle de données"]]
177 1. Click **OK **at the bottom right of the edit window to save the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
178
179 == {{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} showing sales by month ==
180
181 (% start="1" %)
182 1. Create a new **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}}** flow.
183 1. Select the data model and enter the name **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} by Month**.
184 1. Place the **Date** dimension on the **Abscissa** axis (at the Month level of the Date hierarchy).
185 1. Place the **Sales** measure on the **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}}** axis.
186 1. From the **Specific parameters** tab in the right-hand panel, add the **Circle** marker (contained in the **Other** category).
187 [[image:Add_marker_lines_FR.png||alt="Courbe d’évolution du CA par mois"]]\\
188 1. Click **OK **at the bottom right of the edit window to save the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
189
190 == Breakdown of turnover by region ==
191
192 1. Create a new {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} of the **Map** type.
193 1. Select the data model and enter the name **Breakdown of sales by region**.
194 1. Drag the **Sales** measure onto the **Measure Axis**.
195 1. Drag the **Warehouse Region** dimension onto the **Geography** axis: select the **Continent** level of the **Geography** hierarchy and tick the **Add the "Navigate hierarchies" action** box.
196 [[image:Region_hierarchy_selection_FR.png||alt="Hirérarchie région magasin"]]\\
197 1. In the **Interaction **tab of the right-hand pane, tick the **Navigate in hierarchy** box **if a filter is applied**.
198 [[image:Map_revenue_region_FR.png||alt="Naviguer dans la hiérarchie si un filtre est appliqué"]]\\
199 1. Click on **Colours **in the toolbar** to **display the colour options.
200 1. Click on the **Edit **button ** [[image:Edit_button.png||alt="Editer" height="28" width="27"]] to the right of the main palette to open the Colour Palette Manager**.
201 1. Click on the **+** button to create a new colour palette:
202 1*. Enter the name **_tutoriel_carte**.
203 1*. Define the 2 palette colours: colour codes #FFEBD7 and #B15900.
204 [[image:Color_map_tuto_map_FR.png]]\\
205 1*. Click** OK**.
206 ➡ The new colour palette is applied to the map.
207 [[image:1738328590656-399.png||alt="Carte nouvelle palette" height="417" width="651"]]
208 1. Click **OK **at the bottom right of the editing window to save the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
209
210 == Comparing turnover by product ==
211
212 (% start="1" %)
213 1. Create a new **Bar** type {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
214 1. Select the data model and enter the name **Comparison of turnover by product**.
215 1. Drag the **Product **dimension onto the **Bar** axis.
216 1. Place the **Sales** measure on the **Stacking** axis.
217 1. Modify the colour distribution in the colour options: activate the colour distribution on the **Bars** axis.
218 [[image:CA par produit.png||alt="CA par produit"]]\\
219 1. Click on the sort button on the **Bar** axis and apply a descending sort on the **CA** measure.
220 [[image:Sort_bar_product_revenue_FR.png||alt="Tri décroissant CA"]]\\
221 1. Apply the **Nb Abbrev** format to the **CA** measure.
222 [[image:Apply_nb_abbrev_revenue.png]]\\
223
224 (% start="8" %)
225 1. In the **Labels **tab of the right-hand panel:
226 1*. activate **Bar Content**.
227 1*. Tick the **Automatic text colour** box.
228 [[image:1738329396496-547.png||alt="Comparaison du CA par produit"]]
229 1. Click **OK **at the bottom right of the editing window to save the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
230
231 == Table listing the product families ==
232
233 We are going to create a table listing the product families that we are going to use to create a section. This section will be used to duplicate the sales details page for each product family contained in the table.
234
235 (% start="1" %)
236 1. Create a new {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} of type **Table**.
237 1. Select the data model and enter the name **Product Family List**.
238 1. Drag the **Family** dimension onto the **Column 1** axis.
239 1. Click on the sort button for the **Column 1** axis and apply an ascending alphabetical sort.
240 [[image:Sort_alphabetic_family_measure_FR.png||alt="Liste des familles de produit"]]
241
242 (% start="5" %)
243 1. Click **OK **at the bottom right of the edit window to save the {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}.
244
245 We have created all the graphs required for the report. Now we're going to create the {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}}.
246
247 = Step 3: Configuring the {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}} =
248
249 (% class="box infomessage" %)
250 (((
251 ℹ This entire part of the tutorial takes place in the Studio.
252 )))
253
254 (((
255 (% role="presentation" %)
256 Here we're going to create and configure the PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}. We're going to add the graphics we created earlier, as well as text boxes, images, page numbers, etc. to create a complete report.
257
258 (% id="HCrE9ationetpropriE9tE9sdelafabriquePDF" role="presentation" %)
259 == Create and define the properties of the {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}} ==
260 )))
261
262 1. Create a new **PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}** type {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} then, in the **Properties** tab :
263 1. Name this {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} **PDF Report**.
264 1. Define the output name of the PDF file in the **Export name** field: tutorial_report_CA_${filter.Date}_${filter.Region Warehouse}_${date.yyyyMMddhhmm}.
265
266 (% class="box infomessage" %)
267 (((
268 💡 The text **${date.yyyyMMddhhmm}** put in the **Export Name** field corresponds to a DigDash keyword used to obtain the current date in the format YYYYMMDDhhmm.
269 )))
270
271 (% start="4" %)
272 1. Click on the **Editor** button.
273 [[image:New_PDF_builder_FR.png||alt="Nouvelle fabrique PDF"]]
274
275 ➡ The PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} editor opens. Here we will configure the {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}} template.
276
277 (((
278 == Modifying the page parameters ==
279
280 First of all, we're going to modify the page layout:
281 )))
282
283 * In the **Settings **tab of the right-hand panel, change the document to **A4 landscape** format **(297 x 210 mm)**.
284
285 [[image:Page_size_landscape_FR.png||alt="Page paysage"]]
286
287 == Configure the cover page ==
288
289 On the first existing page, which will act as the cover page, we're going to add :
290
291 * A header banner that will be repeated on every page (image)
292 * A footer banner that will be repeated on every page (image)
293 * Page numbering, repeated on every page (text)
294 * A logo (image)
295 * A title (text)
296
297 === Add the header banner ===
298
299 To add the image corresponding to the header banner :
300
301 1. Click on the **Image** button.
302 1. Click on an empty zone on the right-hand side of the page to create an image zone.(((
303 [[image:Add_image_area_FR.png||alt="Ajout image"]]
304 )))
305 1. Click on the [[image:1716900965745-365.png]] button in the created zone and then click **Edit** to open the **Icon Manager**.
306 [[image:Edit_picture_area_FR.png||alt="Editer image"]]\\
307 1. In the **Indicators** tab, click **Add a custom icon**.
308 1. Add the 2 images **_custom_tutoriel_pdf_banniere_haut.png** and **_custom_tutoriel_pdf_banniere_bas.png **(downloaded previously) then click **OK** in the **Add a custom icon** window.
309 (% style="border:none; color:#36525b; display:inline-block; font-family:~"Open Sans~",sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:309px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:709px" %)[[image:Add_custom_picture_FR.png]]
310
311 (% start="6" %)
312 1. In the **Icon Manager** window, select the image **_custom_tutoriel_pdf_banniere_haut.png** then click **OK**.
313
314 The first image is now present in the PDF template. To move and resize it, you can select it then drag and drop it or hold down one of the corners. To be more precise, you can also enter values directly in the fields in the toolbar above the page:
315
316 * **X** (X coordinates from the left edge of the page)
317 * **Y** (Y coordinates from the top edge of the page)
318 * **W** (element width)
319 * **H** (height of the element)
320
321 (% class="box warningmessage" %)
322 (((
323 ❗These values vary depending on the screen resolution. For the same positioning, the values in your editor may differ from the values illustrated here.
324 )))
325
326 (% start="7" %)
327 1. Resize it to the width of the page and position it at the top of the page.
328 1. Click the [[image:1716900965745-365.png]] button again, click on **Type** and then select **Header **:** this **will allow this element to be repeated on all the pages of the PDF report.
329 [[image:Picture_type_header_FR.png||alt="Type En_tête"]]\\
330
331 === Add the footer banner ===
332
333 To add the footer banner, perform the same actions as above. For this element :
334
335 (% start="1" %)
336 1. Select the image **_custom_tutoriel_pdf_banniere_bas.png**.
337 1. Resize it to the width of the page like the previous one and position it at the bottom of the page.
338 1. Select the **Footer type**.
339
340 (% style="line-height: 1.2; text-align: justify;" %)
341 === Add the logo ===
342
343 (% style="line-height:1.2; text-align:justify" %)
344 To add the logo :
345
346 1. Click on the **Image** button.
347 1. Click on an empty zone on the right-hand side of the page to create an image zone.
348 1. Click on the [[image:1716900965745-365.png]] button of the created area and then on **Edit**.
349 ➡ The **Icon Manager** appears.
350 1. In the **Infographics** tab, click **Add a vector icon**.
351 [[image:Ajout_logo1.png||alt="Ajout infographie"]]\\
352 1. Add the image **_custom_tutoriel_pdf_logo_digdash.svg** (downloaded previously)
353 1. Select the image **_custom_tutoriel_pdf_logo_digdash.svg** from the list and click **OK**.
354 [[image:Add_vector_icon_digdash_logo_FR.png||alt="Logo DigDash"]]\\
355 1. Resize it and position it as shown below:
356 [[image:Logo_position_FR.png||alt="Logo positionné"]]
357
358 (% style="line-height: 1.2; text-align: justify;" %)
359 === Add text ===
360
361 (% style="line-height:1.2; text-align:justify" %)
362 To add text :
363
364 1. Click on the **Text** button.
365 1. Click on an empty area of the page on the right to create a text zone.
366 1. Click on the menu button for the zone you have created and then click on **Edit**.
367 1. In the text zone, fill in the texts below, adding a line break between them:
368 1*. CA indicators report
369 1*. Report date: ${date.dd/MM/yyyy}
370 1. Select the first line of text, set the font size to 72 and centre.
371 1. Select the second line of text, set the font size to 16 and centre.
372 1. Click** OK**.
373 [[image:Add_report_title_FR.png||alt="Ajout texte"]]\\
374 1. Resize and position the text box as shown below:[[image:Title_added_FR.png||alt="Titre ajouté"]]
375
376 === Add page numbers ===
377
378 To add page numbering:
379
380 1. Click the **Page Number** button and then select **Page Number (Footer)**.
381 ➡ Page numbering is added automatically at the bottom right of the page.
382 [[image:Page_numbers_added_FR.png||alt="Numéro de page"]]
383
384 (% style="line-height:1.2; text-align:justify" %)
385 The cover page is now complete. We're going to add a new page to our PDF. To do this, click on the **+ **button **in **the toolbar above the page.
386
387 (% style="line-height: 1.2;" %)
388 You can move between the different pages using the arrows at the bottom.
389 [[image:Add_page2_FR.png||alt="Ajout page 2"]]
390
391 (% style="line-height: 1.2;" %)
392 == Configuring the summary page ==
393
394 (% style="line-height:1.2; text-align:justify" %)
395 In this second page, which will be the summary of the sales indicators, we are going to add :
396
397 * A title (text)
398 * 2 description texts (text)
399 * Graphs:
400 ** Summary of sales by product family
401 ** Sales trend by month
402 ** Breakdown of sales by region
403
404 (% style="line-height: 1.2; text-align: justify;" %)
405 === Add title ===
406
407 (% style="line-height:1.2; text-align:justify" %)
408 To add a title :
409
410 1. Click on the **Text** button.
411 1. Click on an empty zone on the right-hand side of the page to create a text zone.
412 1. Click on the menu button for the zone you have created and then click on **Edit.**
413 1. In the text editor, enter the title: //Global summary//.
414 1. Set the font size to 28 and centre.
415 [[image:Page2_title_FR.png]]\\
416 1. Click **OK**.
417 1. Resize the text box and position it as follows:
418 [[image:Page2_title_added_FR.png||alt="Titre ajouté"]]\\
419
420 (% style="line-height: 1.2; text-align: justify;" %)
421 === Add the description texts ===
422
423 (% style="line-height:1.2; text-align:justify" %)
424 To add the description texts, follow the same steps as above:
425
426 1. In the first text box, enter the following text: //Below is a table summarising the turnover achieved by the different product families for the year _KEYWORD_YEAR_ compared with the previous year.//
427
428 (% class="box infomessage" %)
429 (((
430 **_KEYWORD_YEAR_** is a keyword that will be replaced by the value for the year selected when the PDF report is generated.
431 )))
432
433 (% start="2" %)
434 1. In the second text box, enter the following text: //The following pages detail sales by product family//.
435 1. Resize and position the text boxes to obtain a result similar to the illustration below:
436 [[image:Text_areas_added_FR.png||alt="Zones de texte ajoutés"]]
437
438 === Add graphics ===
439
440 To add graphs :
441
442 1. In the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} by role** tab on the left-hand panel, select the role containing your charts.
443 1. Find the chart **Summary of sales by product family**.
444 1. Drag and drop the **Summary of sales by product family** graph from the list of Flows onto the page.
445 1. Do the same for the other 2 graphs: **Change in turnover by month** and **Breakdown of turnover by region**.
446 1. Resize and position the graph areas to obtain the following model:
447 [[image:Page2_flows_added_FR.png||alt="Graphiques ajoutés"]]
448
449 (% class="box infomessage" %)
450 (((
451 💡 You can multi-select the flows (Ctrl + left-click) to drag and drop several simultaneously.
452 )))
453
454 (% start="6" %)
455 1. You can check the rendering of the various elements by activating **Final Rendering** in the toolbar above the page. If the area is not suited to the content, you can resize it.
456 [[image:Page2_rendering_FR.png||alt="Rendu final"]]
457
458 Now that the summary page is complete, we're going to add a new page to our PDF. To do this, click on the **+** button as before.
459
460 == Configuring the details page ==
461
462 In this third page, which will detail the sales indicators by product family, we are going to add :
463
464 * A title (text)
465 * A description (text)
466 * Graphs:
467 ** Sales details by month
468 ** Comparison of turnover by product
469 ** Breakdown of sales by region
470
471 This third page will use the notion of section, i.e. this page (and the elements it contains) will be repeated and filtered according to the values in a table (List of product families).
472
473 === Adding the title ===
474
475 (% style="line-height:1.2; text-align:justify" %)
476 To add the title :
477
478 1. Click on the **Text** button.
479 1. Click on an empty zone on the right-hand side of the page to create a text zone.
480 1. Click on the menu button for the zone you have created and then click on **Edit**.
481 1. In the text box, enter the following text: **Details for product family _KEYWORD_CATEGORY_**
482
483 (% class="box infomessage" %)
484 (((
485 💡 **_KEYWORD_CATEGORY_** is a keyword which will be replaced by the value of the product family concerned when the PDF report is generated.
486 )))
487
488 (% start="5" %)
489 1. Select the text then set the font size to **28** and centre.
490 1. Click on **OK**.
491 1. Resize and position the text box as shown below:
492 [[image:Page3_title_added_FR.png||alt="Titre ajouté"]]
493
494 (% style="line-height: 1.2; text-align: justify;" %)
495 === Add graphics ===
496
497 (% style="line-height:1.2; text-align:justify" %)
498 To add graphics :
499
500 1. In the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} by Role** tab of the left panel, select the role containing your charts.
501 1. Find the **Turnover Breakdown by Month** chart.
502 1. Drag and drop the **Breakdown of turnover by month** graph from the left-hand panel onto the page.
503 1. Do the same for the other 2 charts: **Comparison of turnover by product** and **Breakdown of turnover by region**.
504 1. Resize and position the graph areas to obtain the following model:
505 [[image:Page3_flows_added_FR.png||alt="Graphiques ajoutés"]]\\
506 1. As on the previous page, activate **Final rendering **to check the rendering.\\
507
508 (% class="box infomessage" style="line-height: 1.2; text-align: justify;" %)
509 (((
510 💡 If there are too many elements on your page, you can access each element from the **Objects **tab **on the page **and then access their properties by right-clicking on them.
511 [[image:Objects_on_page_FR.png||alt="Objets sur la page"]]
512 )))
513
514 === Adding a section ===
515
516 (% class="wikigeneratedid" %)
517 We're going to define a section to display this third page for each product family. To do this
518
519 1. Select the **Sections** tab in the right-hand panel.
520 1. The index corresponds to the page number. Select index **3** then click on **Add...**
521 ➡ The **Section Source** dialog box is displayed.
522 1. Select the role used and then the **Product family list** table.
523 [[image:Add_section_FR.png||alt="Ajout section"]]\\
524 1. Click **OK**.
525 ➡ The section is added. It is also displayed below the page.
526 [[image:Section_added_FR.png||alt="Section ajoutée"]]
527
528 (% class="wikigeneratedid" %)
529 The template is now complete. Click **OK** at the bottom right of the window to save it and close the editor.
530
531 == Configuring word substitution ==
532
533 The PDF report contains certain keywords which will need to be replaced by the data value when the report is generated. To do this, we set up a keyword substitution:
534
535 1. In the **Properties **tab of the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} Properties** box, click on **Configure**.
536 [[image:Configure_PDf_builder_FR.png||alt="Configurer"]]
537 1. Click on the **Word Substitution** tab.
538 1. Click on the **Add...** button.
539 1. In the **Key** field,** enter **the keyword **_KEYWORD_CATEGORY_.**
540 1. In the **Value** field, enter **${filter.Family}** then click** OK.**
541 [[image:Wod_substitution_FR.png||alt="Substitution de mots"]]\\
542 1. Repeat the operation to add a second substitution:
543 1. In the **Key** field, enter the keyword **_KEYWORD_YEAR_.**
544 1. In the** Value** field, enter **${filter.Date}**.
545 1. Click **OK**.
546
547 The {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}} is now complete.
548 We will now create a dashboard with a button to run the PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}.
549
550 = Step 4: Create the dashboard and generate the PDF report =
551
552 (% class="box infomessage" style="line-height: 1.2; text-align: justify;" %)
553 (((
554 ℹ This part of the tutorial takes place in the Dashboard Editor and then in the Dashboard.
555 )))
556
557 == Creating the dashboard page ==
558
559 To create the **PDF Report **dashboard page **:**
560
561 1. Launch the Dashboard Editor.
562 1. Select the role you are using.
563 1. Click the **+** button to create a new dashboard page and name it **PDF Report**.
564 [[image:New_page_PDF_report_FR.png||alt="New page"]]
565
566 == Adding a {{glossaryReference glossaryId="Glossary" entryId="Fabrique PDF"}}PDF builder{{/glossaryReference}} run button ==
567
568 We're now going to add a button that will allow us to generate the PDF report from the dashboard page.
569
570 1. From the **Additional content** tab, drag and drop a button onto the newly created empty page.
571 1. Select the button and in the **Display** section of the right-hand panel, enter PDF in the **Text** field.
572 1. In the **Actions** section, click the **Add** button.
573 1. In the **Action** dialog box, select the **Run a PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}} type {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}}** action and then select the **PDF Report** flow.
574 [[image:Add_PDF_button_FR.png||alt="Ajout bouton PDF"]]
575
576 == Add a Date filter ==
577
578 Here we add a Date filter which will allow us to select the desired year for the report.
579
580 1. As it is not possible to add a filter to a page that does not contain any graphs, add the **Breakdown of turnover by region** graph from the **{{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} information **tab **(Existing graphs) **on the page.
581 [[image:Add_graph_dashboard_FR.png||alt="Ajout graphique"]]\\
582 1. From the **Filters/Variables** tab, add a filter on the **Date** dimension.
583 1. In the filter properties panel, select **Date** and **Year **from the** Hierarchy **and **Level** drop-down lists.
584 1. The report data will be filtered on a given year. In the **Display** section of the same panel:
585 1*. Check the **Hide "All" item **box **.**
586 1*. Check the box **Prohibit empty selection**.
587 1*. Uncheck the **Multiple selection** box.
588 [[image:Add_filter_date_FR.png]]
589
590 == Generate the PDF report ==
591
592 All that remains is to access the Dashboard and generate the PDF report.
593
594 1. Click on the Dashboard access button [[image:1738571706912-923.png||alt="Accès Dashboard"]] and save your changes.
595 [[image:Save_DB_message_FR.png]]
596 1. In the dashboard, select a year and then click on the **PDF** button to generate a PDF report.
597
598 For example, if we select 2019, we get the following report [[ tutoriel_rapport_CA_2019_Tous_202502031041.pdf>>attach:tutoriel_rapport_CA_2019_Tous_202502031041.pdf]] .
599
600 If we filter geographically at country level for France for the year 2018, we obtain the following report [[ tutoriel_rapport_CA_2018_France_202502031047.pdf>>attach:tutoriel_rapport_CA_2018_France_202502031047.pdf]]
601
602 = Congratulations! =
603
604 You've successfully created your first PDF {{glossaryReference glossaryId="Glossary" entryId="fabrique de documents"}}document builder{{/glossaryReference}}.
605 Now all you have to do is create your own report using your data!