Last modified by Aurelie Bertrand on 2026/07/23 16:05
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1 {{info}}
2 🙋 This tutorial is intended for intermediate users.
3
4 ⏱ It is designed to be completed independently in 2 hours.
5 {{/info}}
6
7 ----
8
9 {{toc depth="3"/}}
10
11 ----
12
13 = Introduction =
14
15 This tutorial introduces you to the **Dashboard Creation Assistant**.
16
17 The **Dashboard Creation Assistant**, included in the **Dashboard Editor**, allows you to create a dashboard from your data file intuitively, without any intermediate steps.
18
19 This tutorial uses a human resources dataset from a company in the Paris region, containing information on staff and data such as salaries, absenteeism, etc.
20
21 We will carry out all the steps from loading the data to creating the graphs and integrating them into the dashboard pages.
22
23 Before we do that, however, we'll check that the prerequisites for this tutorial have been met.
24
25 {{info}}
26 The screenshots in this tutorial were created using the Chrome browser.
27
28 Depending on your browser, some presentations may vary slightly.
29 {{/info}}
30
31 = Prerequisites =
32
33 In order to complete this tutorial, you will need to :
34
35 * have installed DigDash Enterprise version 2026R1 or later;
36 * be a member of the "End-user for Self-Service BI" authorisation group;
37
38 These requirements are detailed below.
39
40 == (% style="background-color:#ffffff" %)DigDash Enterprise version (2026R1 or later)(%%) ==
41
42 (% class="wikigeneratedid" %)
43 To be able to follow this tutorial, you need to be using version 2026R1 or later of DigDash Enterprise.
44
45 To find out which version you are currently using:
46
47 1. Log in to the DigDash Enterprise home page as described in the section [[Login to DigDash Enterprise>>||anchor="Connexion"]] section of this tutorial.
48 1. Explore the central area at the bottom of the page: the version of the installation currently in use is displayed at the bottom.
49 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 [[Upgrade guide>>doc:Digdash.deployment.installation.upgrade_dde.WebHome]].
50 [[image:homepage_loupe_fr.png]]
51
52 (% class="wikigeneratedid" %)
53 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>>doc:Digdash.deployment.installation.WebHome]] guide. Then go to the [[Connection >>||anchor="Connexion"]]section of this tutorial.
54
55 == (% style="color:inherit; font-family:inherit" %)Authorisation group "End-user for BI Self-service(%%) ==
56
57 In order to use the Dashboard Creation Assistant functionality, your DigDash Enterprise user account must be a member of the**"End User for BI Self-service**" authorisation group.
58
59 If you do not have administrative rights, or if in doubt, contact your DigDash Enterprise administrator.
60
61 = Retrieving the source file =
62
63 In order to complete this tutorial, you must first retrieve the source data file: the Excel file [[HR_dataset_tutorial.xlsx>>attach:HR_dataset_tutorial.xlsx]].
64 Please click on the file name to download it.
65
66 = Step 1: Connecting to the Dashboard Editor{{id name="Connexion"/}} =
67
68 Once you have checked the prerequisites in the previous section, you can connect to the Dashboard Editor.
69
70 It is from this editor that we will launch the Dashboard Creation Assistant.
71
72 In this section, we will log in to DigDash Enterprise for the first time and take a brief tour of the home page before accessing and exploring the Dashboard Editor.
73
74 == Logging to DigDash Enterprise ==
75
76 === Logging to the home page ===
77
78 1. First of all, make sure you have the internet address of the DigDash Enterprise installation as well as your user name and password.
79 1*. Your DigDash Enterprise administrator must have given you this information beforehand.
80 1*. If in doubt, please contact your DigDash Enterprise administrator.
81 1. Using your web browser, go to the address you have been given: the DigDash Enterprise home page will be displayed.
82
83 === Home page overview ===
84
85 Once you have completed the previous connection stage, the following home page will be displayed in your browser.
86
87 [[image:homepage_description_actb_fr.png||alt="Homepage_items_FR.png"]]
88
89 (% class="wikigeneratedid" %)
90 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.
91
92 (% class="wikigeneratedid" %)
93 The numbered items are the ones we are interested in for this tutorial. They are detailed in the table below:
94
95 |=(% scope="row" style="width: 240px; text-align: left; vertical-align: middle; border-color: grey;" %)__**1**__**: **Help and version|(% style="border-color:grey; text-align:left; vertical-align:middle; width:808px" %)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.
96 The version currently in use is also displayed in the lower part of this area.
97 |=(% style="width: 240px; text-align: left; vertical-align: middle; border-color: grey;" %)__**2**__: DashBoard|(% style="border-color:grey; text-align:left; vertical-align:middle; width:808px" %)(((
98 The **DashBoard** button gives you access to the dashboards you or your team have already created. From this menu, you can view the dashboard built in the Assistant.
99 )))
100 |=(% style="width: 240px; text-align: left; vertical-align: middle; border-color: grey;" %)__**3**__: Dashboard editor|(% style="border-color:grey; text-align:left; vertical-align:middle; width:808px" %)The **Dashboard Editor **button gives you access to dashboard editing. This is why, in this tutorial, we will concentrate mainly on this part of DigDash Enterprise.
101
102 (% class="wikigeneratedid" %)
103 As you will have noticed, the main menu also provides access to the **Configuration **and **Studio** components. These provide advanced functionality and configuration elements that are not covered in this tutorial.
104
105 == Connecting to the Dashboard Editor ==
106
107 1. From the home page, click the **Dashboard Editor **button: a login page opens.
108 [[image:Editor_login_en.png||alt="Login box"]]
109 1. Enter your user name and password, then click the **Log in** button: the **Dashboard Editor** window appears.
110 [[image:Iverview_editor_EN.png||alt="Editeur" height="556" width="969"]]
111
112
113 |=(% scope="row" style="width: 241px; vertical-align: middle; border-color: grey; background-color: white;" %)__1__: Roles and pages|(% style="background-color:white; border-color:grey; width:807px" %)(((
114 The central area displays the dashboard pages (2nd line) for each role (1st line).
115
116 When you log in for the first time, a 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.
117 )))
118 |=(% style="width: 241px; vertical-align: middle; background-color: white; border-color: grey;" %)__2__: Menu bar|(% style="background-color:white; border-color:grey; width:807px" %)The menu bar contains various functions and options:(((
119 * a help menu [[image:1737628167511-945.png||alt="Aide" height="29" width="33"]]
120 * the dashboard creation Assistant [[image:ACTB_button.png||height="28" width="28"]]
121 * switch to view mode for the dashboard you are editing [[image:Dashboard_button.png||alt="Consultation Dashboard" height="27" width="33"]]
122 * a save button [[image:1750408605686-166.png||alt="Save"]]
123 * a menu that can be expanded from the user name, with a number of advanced options [[image:1750408636384-393.png||alt="Menu" height="28" width="190"]]
124 )))
125 |=(% style="width: 241px; vertical-align: middle; background-color: white; border-color: grey;" %)__3__: Page content menu|(% style="background-color:white; border-color:grey; width:807px" %)This menu provides access to the content elements, filters and variables that you can add to the dashboard.
126
127 {{info}}
128 **Roles** are a collection of data sources and charts linked to these sources.
129
130 * Each user has a personal role that is automatically created in DigDash Enterprise.
131 It is within this role that each user can create their charts.
132 **This is also the role where the data sources and charts generated by the Assistant will be stored.**
133 * In addition to this personal role, your organization can have shared roles, useful for collaborative work and for sharing dashboards among multiple team members. These shared roles are usually given business-related names, such as HR, Finance, or Production.
134 {{/info}}
135
136 === Accessing the Dashboard Assistant ===
137
138 To access the Dashboard Assistant, click the **Dashboard Assistant **[[image:ACTB_button.png||height="28" width="28"]] on the menu bar. The Assistant is displayed.
139
140 [[image:Dashboard_assistant_home_en.png||alt="Asssitant home" height="594" width="944"]]
141
142 {{info}}
143 **💡 **​​​​​​**Good to know:** In the Assistant interface, dark blue sections are displayed to guide you.
144 In these sections, light blue text can be hovered over to display contextual help.
145
146 [[image:Help_EN.png||alt="Help"]]
147 {{/info}}
148
149 = Step 2: Loading data and editing the data model =
150
151 Now we have logged to DigDash Enterprise for the first time and familiarised ourselves with the home page and the dashboard editor, we're going to discover the Dashboard Creation Assistant.
152
153 First, we will load the data. Next, we'll edit the data model to configure new measures and make sure we have the right model for our first charts.
154
155 (% class="box infomessage" %)
156 (((
157 A **data model **is an intelligent representation of raw data in a business language to be adapted to the end user.
158 DigDash Enterprise detects the source data types (temporal or geographical dimension).
159 )))
160
161 (% class="box errormessage" %)
162 (((
163 **❗ Warning: **The data model will only be saved at the end of the **Create Custom Dashboard** step, once you have clicked the **Finish and Build Dashboard** button.
164 If you exit the Dashboard Creation Assistant beforehand, all the changes you have made (type of data, addition of calculated metrics, etc.) will be lost.
165 )))
166
167 == Loading data ==
168
169 {{warning}}
170 For this tutorial, we will use the following file: RH_dataset_tutorial.xlsx
171
172 * This Excel file contains a fictitious human resources dataset for a company located in the Île-de-France region;
173 * This dataset is historically displayed by month and also includes geographic data;
174
175 If you haven't already, please click on the file name above to download it.
176 {{/warning}}
177
178 === Selecting the file ===
179
180 To move through the Assistant and create our charts, you have three choices when you open the Assistant.
181
182 1. Click the first button **Select a file.**
183 1. In the** Selecting a data source** box, choose **From a file on your computer **and then click **Choose a file...**
184 A window for your operating system will open.
185 1. Browse your folders to the folder where you saved the **RH_dataset_didacticiel.xlsx **file **;**
186 1. Select the file and click **Open.**
187
188 [[image:Select_datasource_EN.png||alt="Select data source"]]
189
190 === Loading the file ===
191
192 A green progress bar will appear to indicate that the file has been correctly and completely downloaded.
193
194 A **Download completed** message confirms that the file has been successfully uploaded.
195
196 1. Click the **Next** button.
197
198 {{info}}
199 **💡 **​​​​​​**Good to know:** If your Excel file contains multiple sheets, the Assistant will automatically prompt you to select which sheet you want to work with.
200
201 In this tutorial, our file contains only one sheet, so this option is not offered by the Assistant.
202 {{/info}}
203
204 == Editing the data model ==
205
206 Once the file has been downloaded, the data preview screen appears.
207
208 This step will enable us to put our data model in order so that we can build our first charts as effectively as possible.
209
210 === Data preview ===
211
212 On the screen **Analysis results of your data**, click the **Edit data model** at the bottom right to switch to the edit mode.
213
214 In the **Data selection** section, there are options for:
215
216 * choose the Excel spreadsheet to be used
217 * choose the first row as the column header ;
218 * disable empty columns ;
219 * ignore a number of header rows.
220
221 Here, with our file, everything is already pre-configured thanks to the analysis carried out during loading by DigDash Enterprise to propose an optimal pre-configuration.
222
223 Now click the second tab, **Configure the data model.**
224
225 [[image:Preview_data_EN.png||alt="Preview data"]]
226
227 === Configuring the data model ===
228
229 {{error}}
230 **❗​​ ​Warning:** This step is mandatory. No further modifications can be made after the configuration has been validated.
231 {{/error}}
232
233 In this second tab, we will configure the data model, i.e. :
234
235 * give it a name ;
236 * check that the columns are correctly distributed between dimensions and measurements;
237 * if necessary, modify this pre-assignment;
238 * add calculated measurements;
239 * change the display labels for certain measurements or dimensions.
240
241 {{info}}
242 **💡​Good to know:**
243
244 * A dimension is qualitative data. It is generally filterable and explorable (time data, geography, etc.).
245 In the Assistant, a** dimension is symbolized by this blue cube: [[image:dimension.svg||height="22" width="22"]]**.
246
247 * A measure is quantifiable data to be represented. It can be calculated.
248 In the Assistant,** a measure is symbolized by this blue abacus: [[image:measure.svg||height="22" width="22"]]**.​​​
249 {{/info}}
250
251 (% class="wikigeneratedid" id="HNommagedumodE8lededonnE9es" %)
252 __**Naming the data model**__
253
254 In order to clearly identify the data model, which will make it easier to re-use in the future, we are going to name this data model **"HR data**".
255
256 By default, the data model takes the name of the Excel file. To rename it :
257
258 1. Enter the desired text in the first field **Datamodel name**.
259
260 [[image:Data_preview_EN.png||alt="Data preview"]]
261
262 (% class="wikigeneratedid" id="HVE9rificationdesassignationdimensionsetmesures" %)
263 __**Checking dimension and measurement assignments**__
264
265 Below the name of the data model is a list of the columns in the file, indicating for each column :
266
267 * its index (starting at 0)
268 * name (taken from the identified column header)
269 * the type :
270 ** dimension
271 ** geographical dimension
272 ** time dimension
273 ** measurement
274 * and the display name (or displayed value)
275
276 {{info}}
277 **💡 ​​​​​​Good to know**: a measure for counting the number of lines is automatically created. It's called **Row Count** (index 13).
278 {{/info}}
279
280 Here we are going to check that the type assigned to each column in the file is correct, and modify it if necessary. To do this, let's look at the list of columns:
281
282 * In **column 7**, we can see that the **Postal Code **is identified as a measure and not as a dimension.
283 ** This is because the Postal code is a series of numbers, and is therefore identified as a number and therefore a measure by DigDash Enterprise.
284 ** To correct this, we can select **Dimension **from the **Type **drop-down list on the right-hand panel corresponding to the settings in the Postal Code column.
285 [[image:Postal_code_type_EN.png||alt="Dimension type"]]
286 * In **column 8**, we see that **Satisfaction **is identified as a dimension. However, this is a measure which evaluates employee satisfaction from 0 to 10.
287 ** This time we can select **Measure** from the **Type** drop-down list in the column parameters panel to correct this.
288
289 (% class="wikigeneratedid" id="HAjoutdemesurescalculE9es" %)
290 __**Adding calculated measures**__
291
292 Calculated measures allow you to create the measures you want from measures in the file.
293
294 The Assistant offers three types of calculated measurement:
295
296 * **general functions**: these are standard functions:
297 ** calculation of a percentage of progress
298 ** calculating a percentage of the total
299 ** calculating a percentage of a measure
300 * **transformers **: these functions can be used to create a measure that returns the value of the measure:
301 ** of the day - 1
302 ** of the week - 1
303 ** of the month - 1
304 ** of the year - 1
305 * **formula **: this calculated measurement lets you apply your own arithmetic formulas to the available measurements.
306
307 Together, we'll look at how to create one or more measures of each of these three types. These measures can then be integrated like all the other measures and dimensions in the charts in the next step.
308 Here we are going to add measures calculated in relation to absenteeism and payroll.
309
310 (% class="wikigeneratedid" %)
311 //**Formula type measure: Absenteeism rate**//
312
313 Here we are going to create a measure calculating the absenteeism rate. This calculated action will use the following formula:
314 //Number of days of absence in a month for an employee divided by 30 //(30 being considered here as the number of days in a month).
315 To create this action:
316
317 1. Click on the **Add a calculated measure** button located above the parameters panel.
318 [[image:New_formula_EN.png||alt="Add formula"]]
319
320 (% start="2" %)
321 1. In the drop-down list which appears, click **Formula...**
322 1. The **Formula Editor** window appears.
323
324 [[image:Formula_editor_EN.png||data-xwiki-image-style-alignment="center"]]
325
326 (% start="4" %)
327 1. Enter the name of the new calculated measure in the first field: **Absenteeism rate.**
328
329 To compose your formula, you need to add the measures and dimensions involved and perform the desired arithmetic operation in the **Formula Script** section. You can add measures and dimensions by selecting them from the drop-down lists for each category.
330
331 (% start="5" %)
332 1. In our case, click **Insert Measure in Formula**.
333 1. Then select the measure **Days Absent**:** **the** **measure is added in the text box below.
334 1. Before adding the other measure, complete it by writing: " **/ (30 *) **".
335 1. Then insert the measure **Row count.**
336 1. Finish by closing the brackets.
337
338 The final formula should be as follows:
339
340 {{code cssClass="notranslate"}}
341 'Days absent(sum)' / (30 * 'Row Count(sum)')
342 {{/code}}
343
344 (% start="11" %)
345 1. Finally, you can indicate the format in which this calculated formula will be displayed: choose the **Percent** format here.
346
347 [[image:Formula_editor_absenteeism_rate_EN.png||data-xwiki-image-style-alignment="center"]]
348
349 (% start="12" %)
350 1. Finish creating this measure by clicking **OK**.
351
352 The calculated **Absenteeism rate** measure that has just been created is displayed at the end of the column list.
353
354 [[image:Measure_absenteeism_rate_added_EN.png||alt="Measure added"]]
355
356 (% class="wikigeneratedid" id="HTauxd27absentE9ismedumoisprE9cE9dent28transformateurm-129" %)
357 //**Measure with Transformers type: Absenteeism rate for the previous month**//
358
359 Here we are going to create the calculated measure that returns the absenteeism rate for the previous month, based on the calculated measure  "Absenteeism rate" that we have just created.
360
361 1. Click the **Add a calculated measure** button above the parameters panel.
362 1. In the drop-down list that appears, click **Transformers** and then on **Month - 1**.
363
364 [[image:Measure_absenteeism_rate_M-1_EN.png||alt="Measure month-1"]]
365
366 (% start="3" %)
367 1. In the **Month - 1** window which then appears, enter the name of the new calculated measure in the first field: **Absenteeism rate for the previous month**.
368 1. In the **Source Measure** drop-down list, choose the measure to which the transformer should be applied to obtain the previous month's value for this source measure.
369 1*. Here, choose the measure calculated just recently: **Absenteeism rate**.
370
371 [[image:Abs_month-1_EN.png||data-xwiki-image-style-alignment="center"]]
372
373 (% start="5" %)
374 1. Finish creating this measure by clicking **OK.**
375
376 The calculated measure **Absenteeism rate for the previous month **that has just been created is displayed at the end of the list of columns.
377
378
379 (% class="wikigeneratedid" id="HTauxd27E9volutiondutauxd27absentE9isme28gE9nE9raledeprogression29" %)
380 //**Measure with the general function type (percentage progression) : Evolution of the absenteeism rate**//
381
382 Here we are going to create the calculated measure that returns the evolution between the previous month absenteeism rate and the current rate, based on the first two calculated measures that we have just created.
383
384 1. Click the **Add a calculated measure** button above the parameters panel.
385 1. In the drop-down list that appears, click on **General Functions** and then **% Progression**.
386 1. In the **% Progression** window which then appears, enter the name of the new calculated measure in the first field: //**Evolution of the absenteeism rate**//.
387
388 To calculate a progression type measure, we need to indicate the first measure from which we will measure the evolution with the second measure. We will therefore insert the "oldest" measure in time in the first measure and the most recent in the second.
389
390 (% start="1" %)
391 1. In the **First measure** drop-down list, choose **Absenteeism rate for the previous month.**
392 1. In the **Second measurement** drop-down list, choose **Absenteeism rate.**
393 1. Finally, in the **Format** drop-down list, leave **Percentage **selected by default.
394 1. Finish creating this measure by clicking **OK.**
395
396 The calculated measure //**Evolution of the absenteeism rate**// just created is displayed at the end of the list of columns.
397
398 [[image:1757084244271-404.png||alt="Progression" data-xwiki-image-style-alignment="center"]]
399
400 (% class="wikigeneratedid" id="HMassesalarialedel27annE9eprE9cE9dente28transformateurn-129" %)
401 //**Transformer type measure: Payroll for the previous year**//
402
403 We are now going to create the calculated measure returning the total payroll for the previous year, based on the measure that already exists: **Annual salary**.
404
405 1. Click the **Add a calculated measure** button above the parameters panel.
406 1. In the drop-down list which appears, click on **Transformers** and then on **Year - 1.**
407 1. In the **Formula Editor** window which then appears, enter the name of the new calculated measure in the first field: **Payroll for the previous year**.
408 1. In the **Source measure** drop-down list, choose the measure to which the transformer should be applied to obtain the previous month's value for this source measure.
409 1*. Here, choose the measure: **Annual Salary**.
410 [[image:1757084081018-268.png||alt="Payroll Y-1" data-xwiki-image-style-alignment="center"]]
411
412 (% start="5" %)
413 1. Finish creating this measure by clicking **Ok.**
414
415 The calculated measure that has just been created is displayed at the end of the list of columns.
416
417
418 (% class="wikigeneratedid" id="HTauxd27E9volutiondelamassesalariale28gE9nE9raledeprogression29" %)
419 //**General function measure (percentage increase) : Evolution of the payroll**//
420
421 We are now going to create a measure to calculate the change in the total payroll between one year and year -1, using the existing measure **Annual Salary** and the newly created calculated measure **Payroll for the previous year**.
422
423 1. Click on the **Add a calculated measure** button above the parameters panel.
424 1. In the drop-down list that appears, click on **General functions** and then on **% Progression**.
425 1. In the **% Progression** window which then appears, enter the name of the new calculated measure in the first field: **Evolution of the payroll**.
426
427 To calculate a progression type measure, we need to indicate the first measure from which we will measure the change with the second measure. We will therefore insert the "oldest" measure in time in the first measure and the most recent in the second.
428
429 (% start="1" %)
430 1. In the **First measure** drop-down list, choose **Payroll for the previous year**.
431 1. In the **Second measure** drop-down list, choose **Annual salary**.
432 1. Finally, in the **Format** drop-down list, leave **Percentage **selected by default.
433
434 [[image:1757315819028-826.png||data-xwiki-image-style-alignment="center"]]
435
436 (% start="4" %)
437 1. Finish creating this measure by clicking **OK**.
438
439 The calculated measure, **Evolution of the payroll**, which has just been created, is displayed at the end of the list of columns.
440
441 {{info}}
442 💡 **Good to know:** Calculated measures can be created directly from existing measures:
443
444 1. Place your cursor on the **Annual Salary** measure row.
445 1. Click **More...**
446 1. In the contextual menu that appears, hover over **Create a calculated measure from 'Annual Salary'**, then over **Transformers**.
447 1. Click **Year - 1**.
448
449 The measure creation window appears, already configured.
450
451 In this case, we have already created this measure, so click  **Cancel**.
452
453
454 [[image:1757062089134-996.png||data-xwiki-image-style-alignment="center"]]
455
456 [[image:1757062152994-949.png||data-xwiki-image-style-alignment="center"]]
457
458
459 {{/info}}
460
461 (% class="wikigeneratedid" %)
462 We have now finished adding calculated measures.
463
464
465 (% class="wikigeneratedid" id="HModificationdeslibellE9sd27affichage" %)
466 __**Modifying display labels**__
467
468 As the final stage in configuring our data model, we will now look at how to rename the column identifiers.
469
470 These identifiers, taken from the columns in the Excel file, may not be very representative of your business area, or very meaningful, etc. It is therefore entirely possible to rename them so that they can be displayed clearly in the graphs.
471
472 In the example we are following in this tutorial, we see that the measure in column #10 is called "Annual Salary", which is inconsistent with the other measures recently created bearing the name "Wage bill".
473
474 We will therefore first rename the name "Annual salary" in column 10 to "Payroll":
475
476 1. Move the mouse over the line in column 10 **"Annual salary**": the line is coloured grey and a **More...** button appears.
477
478 [[image:1757062089134-996.png||data-xwiki-image-style-alignment="center"]]
479
480 (% start="2" %)
481 1. Click **More...**
482 1. In the pop-up menu that appears, click** Edit value displayed**.
483
484 [[image:1757062313106-157.png||alt="Edit display name" data-xwiki-image-style-alignment="center"]]
485
486 The field containing the value displayed can now be modified.
487
488 (% start="2" %)
489 1. Enter **Payroll**.
490 1. Click anywhere outside the field to complete the entry.
491
492 [[image:1757062397921-300.png||alt="Rename annual salary" data-xwiki-image-style-alignment="center"]]
493
494
495 We can do the same to rename **Department Code (ISO) **to **Department Code :**
496
497 [[image:1757062481617-360.png||alt="Rename department code" data-xwiki-image-style-alignment="center"]]
498
499
500 (% class="wikigeneratedid" id="HValidation" %)
501 __**Validate**__
502
503 We have now completed the steps of loading the data and configuring the data model.
504
505 You can now click on the blue button at the bottom of the list of columns: **Validate the configuration**.
506
507 [[image:Validate_config_FR.png||alt="Valider"]]
508
509 = Step 3: Creating the customised dashboard: first charts =
510
511 Once we've loaded the data and edited the data model, we'll move on to creating the charts we'll use to build our first** Absenteeism** dashboard **.**
512
513 We can insert these charts into the dashboard using an intelligent layout proposed by the Dashboard Creation Assistant.
514
515 (% class="wikigeneratedid" id="HCrE9ationdutableaudebordpersonnalisE9" %)
516 To proceed with the creation of the dashboard, click **Continue **from the **Analysis results** page **of your data**.
517
518 The **Build your own dashboard** page then appears.
519
520 [[image:Build_dashboard_EN.png||alt="Build dashboard"]]
521
522 In this section, the assistant is divided into two vertical sections:
523
524 * **on the left is the chart configuration section**: this is where you can configure the charts you want, before adding them to the list of charts to be inserted in the dashboard page you are creating.
525 * **on the right is the list of charts selected for display on the dashboard page.**
526
527 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral" %)
528 **General operation**
529
530 The charts to be displayed on the dashboard page are prepared as follows:
531
532 1. Choose a chart from the custom charts or charts offered by DigDash Enterprise;
533 1. Configure dimensions and measurements;
534 1. Add it to the list of charts on the dashboard page being created.
535
536 This process must be repeated as many times as necessary to add a chart to the dashboard.
537
538 {{info}}
539 **💡 Good to know**: in this part of the Assistant, charts are divided into two categories:
540
541 * **Custom charts**: you have control over the type of chart and can select up to 3 dimensions and 3 measures.
542 * **Recommended charts**: these are the charts proposed by DigDash Enterprise’s intelligence, as they may address an interesting use case.
543 {{/info}}
544
545 == Creating the charts ==
546
547 First, we are going to create and add four charts relating to absenteeism in the company:
548
549 * Trend in absenteeism rate
550 * Number of days of absenteeism per department
551 * Causes of absenteeism
552 * Map: absenteeism rate by department
553
554 (% class="box errormessage" %)
555 (((
556 **❗ Please note: **The charts created will only be saved at the end of the Custom Dashboard Creation step, once you have clicked the **Finish and Build Dashboard** button.
557 If you exit the Dashboard Creation Assistant beforehand, all the charts created and the data model will be lost.
558 )))
559
560 === Creating the "E**volution of the absenteeism rate" chart** ===
561
562 In this first chart, we are going to create a **{{glossaryReference glossaryId="Glossary" entryId="Courbes"}}Lines{{/glossaryReference}} chart** showing the** evolution of the absenteeism rate**.
563
564 This chart is already almost ready, because DigDash Enterprise's intelligence has detected that it could be used in an interesting way. That's why it's included in the **Recommendations**, which will enable us to configure it even more quickly!
565
566 To do this
567
568 1. In the **Select a graphic** drop-down list, select **Recommendations.**
569 1. From the available charts, click **Trend analysis**.
570 In the data selection box that appears, the dimension is automatically set to **Date**.
571 1. Select **Absenteeism rate** from the list of measures.
572
573 [[image:Select_trend_analysis_EN.png||data-xwiki-image-style-alignment="center"]]
574
575 (% start="4" %)
576 1. Click the **Add to dashboard** button.
577 The **Trend (Date) Absenteeism Rate** chart is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
578
579 [[image:Trend_analysis_added_EN.png||alt="Chart added" data-xwiki-image-style-alignment="center"]]
580
581 {{info}}
582 **💡 Good to know:** it is possible to delete one of the charts that has already been added to the list.
583
584 To do so, click the cross icon associated with that chart in the list.
585
586 [[image:Delete_chart_EN.png||data-xwiki-image-style-alignment="center"]]
587 {{/info}}
588
589 === Creating the "Number of days of absenteeism by department" chart ===
590
591 For this chart, we're going to create a **histogram** showing **the number of days of absenteeism per department**.
592
593 To do this
594
595 1. In the **Select a graphic** drop-down list, select **Compare**.
596 1. From the available charts, click **Columns** to select a columnar representation.
597 A data selection box is displayed below.
598 1. In the **Choose a dimension** drop-down list, select **Department**.
599 1. In the **Choose a measure** drop-down list, select **Days absent**.
600
601 [[image:Select_columns_EN.png]]
602
603 (% start="5" %)
604 1. Click the **Add to Dashboard** button.
605 The **Days Absent by Department** chart is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
606
607 === Creating the “Causes of Absenteeism” chart ===
608
609 We're now going to build a **pie chart** representing the distribution of **causes of absenteeism**.
610
611 To do this:
612
613 1. From the **Select a graphic **drop-down list, select **Compare**.
614 1. From the available charts, click **Sectors **to select a pie chart.
615 A data selection box is displayed below.
616 1. In the **Choose a dimension** drop-down list, select **Reason for absence.**
617 1. From the **Choose a Measure** drop-down list, select **Days Absent**.
618
619 [[image:Select_sectors_EN.png||data-xwiki-image-style-alignment="center"]]
620
621 (% start="5" %)
622 1. Click the **Add to Dashboard** button.
623 The **Days absent by reason for absence chart **is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
624
625 === Creating the "Absenteeism rate per French department" chart ===
626
627 (% class="wikigeneratedid" id="HCartographie:nombredejoursd27absentE9ismepardE9partement" %)
628 We're now going to create a **map** showing the **absenteeism rate per department**. This chart is already almost ready, because DigDash Enterprise's intelligence has detected that it could meet an interesting use case. This is why it is included in the **Recommendations**, which will enable us to configure it even more quickly!
629
630 To do this
631
632 1. In the **Chart type** drop-down list, select **Recommendations.**
633 1. From the available charts, click on **Geographic Analysis**.
634 1. In the data selection box that appears, select **Department Code **from the list of dimensions.
635 1. Then select **Absenteeism rate** from the list of measures.
636
637 [[image:1759848351212-111.png||alt="Georgraphic analysis" data-xwiki-image-style-alignment="center"]]
638
639 (% start="4" %)
640 1. Click on the **Add to dashboard** button.
641 The **Number of days of absenteeism by department** graph is then added to the **Dashboard** section. You can view it, rename it and even configure it in more detail in the next step!
642
643 [[image:All_charts_added_EN.png||alt="Chart list" data-xwiki-image-style-alignment="center"]]
644
645 == Naming the dashboard ==
646
647 Before continuing, don't forget to name the dashboard.
648
649 At the very top of the page, in the **Dashboard name **field, you can enter the name of the new page being created.
650 Enter **Absenteeism** here.
651
652 [[image:Dashboard_name_EN.png]]
653
654
655 == Choosing the layout ==
656
657 We have just created 4 charts, which will be the charts of the **Absenteeism** dashboard.
658
659 DigDash Enterprise offers several layouts for arranging these charts on a page. These layouts automatically arrange the charts on the page, to save you time.
660
661 At the bottom of the list of charts to be inserted into the page you are creating, notice**"Layout selected: Automatic"**.
662
663 [[image:1759843950532-383.png||data-xwiki-image-style-alignment="center"]]
664
665 By clicking the [[image:Assistant_bouton_dispo_auto.png||queryString="width=25&height=25" alt="Bouton_disposition" height="25" width="25"]] button, a drop-down list appears with several layout choices.
666 At the very top, the first choice is **Automatic **: DigDash Enterprise will take care of all the layout logic.
667 At the bottom of this first choice, you can adjust the automated layout according to your preferences.
668
669 Note the different symbols in the layout zones: they correspond to the content that will be added automatically:
670
671 * charts
672 * dimensions for filtering
673 * filtered elements
674
675 1. Select the layout **Charts + Filters on the left.**
676 1. Close the drop-down list using the cross at the top right.
677 1. The** selected layout **is then updated with: **Charts + Filters on the left.**
678
679 [[image:1759844025323-929.png||alt="Charts+filters left" data-xwiki-image-style-alignment="center"]]
680
681 After this last step, we'll leave the Assistant and return to the **Dashboard Editor **to fine-tune the dashboard.
682
683 Click **Finish and build the dashboard **at the bottom right of the **Dashboard Creation Assistant** window **:**
684
685 * The **Dashboard** **Creation Assistant **closes.
686 * The data model is saved.
687 * The **Absenteeism **dashboard page is displayed in the **Dashboard Editor **with the 4 charts we have just created.
688
689 = Step 5: Finalising the Absenteeism dashboard page =
690
691 Once we've loaded the data, edited the data model and configured the graphs we want to see in our first corporate absenteeism dashboard, we've nearly reached the end of the road! We've just returned to the Dashboard Editor, and the 4 configured charts are already displayed on our 'Absenteeism' page.
692
693 So this part of the tutorial will show us how to fine-tune the page we've just created. In particular, we'll see :
694
695 * how to add dimensions as filters ;
696 * how to modify charts that have already been created;
697 * how to rename and access the properties of charts.
698
699 This part will also be an opportunity to familiarise ourselves further with the editor.
700
701 == Back to the Dashboard Editor ==
702
703 In the previous section, we configured the first charts.
704
705 They are now arranged on your first dashboard page, which you are now viewing in the editor.
706
707 [[image:Dashboard_created_EN.png||alt="Dashboard page"]]
708
709 Let's look at a few things by following the numbered elements above:
710
711 1. The page created belongs to your personal role and has the name you chose in the previous step: **Absenteeism** page belonging here to the personal role **John**.
712 1. The **Filtered elements **section has been automatically added: this space will allow you to list the dimensions that have been filtered (and the members to which these filters apply).
713 1. The **Information {{glossaryReference glossaryId="Glossary" entryId="Flux"}}Flow{{/glossaryReference}} (Existing Graphics)** section has been opened:
714 1*. This section contains all the charts we created in the previous step;
715 1*. Note that the role (or wallet) open is your personal role; later, you will be able to open another wallet for your organisation;
716 1*. In the event that you accidentally delete one of the charts inserted on the page, you can reposition it on the page from this space by simply dragging and dropping it to the desired area on the page;
717 1*. Note also that the 4 charts on the current dashboard are all grouped together in a category with the same name as the page created.
718 1. At any time, you can view the dashboard in its final state by clicking on the **Access the dashboard** button **.**
719 This switch to viewing also allows you to save the changes you have made in the editor.
720
721 Let's now move on to finalising this first page dedicated to absenteeism.
722
723 == Finalising the page ==
724
725 === Adding filters ===
726
727 Any self-respecting dashboard should be able to offer its users the option of filtering on its dimensions. That's what we're going to do now. We're going to add the "Date", "Department" and "Gender" dimensions as filters.
728
729 To do this:
730
731 1. In the left-hand column of the page you are editing, notice the three rectangles inviting you to **"Drag and Drop Dimension".**
732 It is in these three zones that we are going to insert our three dimensions.
733 1. Click on the** Dimension **link in the first rectangle: the **Filters/Variables **section opens in the left-hand banner with the list of **Dimensions**.
734 1. Drag and drop the **Date** dimension onto the first rectangle: the date filter elements will then be displayed there.
735 1. Repeat the operation for the **Department** dimension and the **Gender **dimension, using the other 2 rectangles.
736 [[image:Filters_EN.png||alt="Filters"]]
737
738 {{info}}
739 💡 **Good to know : **Have you noticed that an asterisk has appeared in the page name? It simply means that there are unsaved changes.​
740 ​​​​​​[[image:1764236258114-273.png]]
741 {{/info}}
742
743 Note that the **Date** dimension displays its members in** day/month/year** format**.**
744 To switch to year format :
745
746 1. Hover the mouse over this **Date** dimension.
747 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears.
748 1. Select **Settings** in the pop-up menu, then **Properties: **the **Date **panel then opens in the **Properties **section on the right of the dashboard.
749
750 [[image:1764236426182-261.png||alt="Properties" data-xwiki-image-style-alignment="center"]]
751
752 (% start="4" %)
753 1. In the **Hierarchy** drop-down list, select **Date.**
754 1. In the **Level** drop-down list, select **Year.**
755 1. Further down, in the **View Type **drop-down list**, **select **Vertical List.**
756
757 [[image:Date_filter_properties_EN.png||alt="Date filter properties" data-xwiki-image-style-alignment="center"]]
758
759 (% start="7" %)
760 1. Click on **OK.**
761
762 {{info}}
763 As you go through this part of the tutorial, feel free to switch between editor mode and view mode to see how the changes you make affect the final result!
764
765 **How do you return directly to the editor from view mode?**
766
767 1. Click on your username.
768 1. In the context menu that appears, click **Editor**.
769
770 [[image:1764236771666-775.png]]
771
772 [[image:1764236859466-448.png]]
773 {{/info}}
774
775 === Renaming charts ===
776
777 As you will no doubt have noticed, automatically created charts have automatically generated names which are sometimes difficult to understand.
778
779 In this section, we are going to rename the charts so that they have a more meaningful name.
780
781 To do this:
782
783 1. Hover the mouse over the graph **Trend (Date) Absenteeism rate.**
784 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears in the top right-hand corner.
785 1. Click **Rename** in the context menu.
786 1. In the **Rename **dialog box that appears, enter the new name: **Evolution of the absenteeism rate.**
787 1. Click **OK **to confirm.
788
789 You can also open the **Rename **box by double-clicking on the title of the chart.
790
791 [[image:1764236999503-576.png||data-xwiki-image-style-alignment="center"]]
792
793 [[image:1764237115152-365.png||alt="Rename" data-xwiki-image-style-alignment="center"]]
794
795 Do the same to rename :
796
797 * //Days absent by Department// to **Number of absenteeism days by department**
798 * //Days absent by Reason for absence //in** Causes of absenteeism**
799 * //Absenteeism rate by Department Code// to **Absenteeism rate by French department**
800
801 === Modifying graphs that have already been created ===
802
803 Now that your page is taking shape with filters and clearly named charts, it’s important to ensure the charts are consistent and comply with any company or departmental rules.
804
805 That’s why we offer you the option to make in-depth changes to existing charts directly from the editor.
806
807 Here, we will look at how to :
808
809 * change the level of the **Date** dimension of the **Evolution of absenteeism rate** graph to display dates at quarter level ;
810 * add sorting on the measure for the **Number of days of absenteeism by department** histogram;
811 * change the colours of the **Absenteeism rate by French department** chart.
812
813 (% class="wikigeneratedid" id="HFonctionnementgE9nE9ral-1" %)
814 **General operation**
815
816 First of all, let's explain how to modify charts already created in the editor:
817
818 * When you hover the mouse over the chart area, a chart icon [[image:Icone graphique.png||alt="Icone_graphique"]] appears in the top right-hand corner.
819 * Click on it to open the chart editing window.
820 * In this editing window :
821 ** the central area shows a preview of the changes you have made ;
822 ** the left-hand column shows a number of elements and options, including the dimensions and measurements which can be added to or substituted for each graph;
823 ** When you hover over this left-hand column, a configuration zone appears above the central preview area:
824 *** This is where you can add measurements and dimensions by dragging and dropping from the left-hand column;
825 *** This is also where you can modify the configuration of the dimensions and measurements already in place;
826 * Once you have completed your modifications, you can save them by clicking on the **Save** button [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button at the top right.
827 \\[[image:1764250304788-391.png]]
828
829 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardate:afficherlesdatesauformattrimestre" %)
830 //**Evolution of the absenteeism rate: display dates in quarter format**//
831
832 In this first chart, we're going to enter edit mode to display the dates in the online chart in quarter format.
833
834 To do this:
835
836 1. Hover over the //**Evolution of the absenteeism rate**// chart area in the editor page **.**
837 1. Click on the chart icon [[image:Icone graphique.png||alt="Icone_graphique" height="23" width="25"]] that (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears: the editing window for this chart is displayed.
838 1. In the left-hand column, in the **Dimensions** section, click on **Date...**
839 1. Locate the hierarchy/level pair **Month Year / Quarter**
840 1. Drag and drop this hierarchy/level pair onto the **Abscissa** axis.
841 1. Save your changes using the** Save** icon in the top right-hand corner
842 The dates in the chart are now displayed in quarter format!
843
844 [[image:1764250697285-182.png]]
845
846 {{info}}
847 **💡Good to know**: if a dimension has its name followed by '...', it means it offers one or more hierarchies, allowing you to choose the level to display in your chart.
848 {{/info}}
849
850 (% class="wikigeneratedid" id="HNombredejoursd27absentE9ismesparservice:colorerl27histogrammeparserviceettrierselonlamesure" %)
851 //**Number of days of absenteeism by department: sort by measure**//
852
853 In this second chart, we're going to enter chart editing mode to define a sort by measure.
854
855 To do this:
856
857 1. Hover over the **Number of days of absenteeism by department** chart area in the editor page.
858 1. Click on the chart icon [[image:Icone graphique.png||alt="Icone_graphique" height="23" width="25"]] that (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears: the editing area for this chart is then displayed.
859 1. In the configuration area, right-click on **Column.**
860 1. In the pop-up menu that appears, click on **Change the sort**: the **Add Sort **dialog box appears.
861
862 [[image:Chnage_sort_EN.png||data-xwiki-image-style-alignment="center"]]
863
864 (% start="5" %)
865 1. In the **Sort** drop-down list, select **Descending sort on measure**.
866 1. In the **Measure** drop-down list, keep the **Days absent** selection.
867
868 [[image:Add_sort_EN.png||alt="Add sort" data-xwiki-image-style-alignment="center"]]
869
870 (% start="6" %)
871 1. Click **OK**:** **The** **columns are now sorted from the highest to the lowest number of days of absenteeism.
872
873 [[image:Columns_sorted_EN.png||alt="Sorted columns" data-xwiki-image-style-alignment="center"]]
874
875 (% start="7" %)
876 1. Save the changes using the **Save **button in the top right-hand corner. [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]].
877
878 (% class="wikigeneratedid" id="HTauxd27absentE9ismepardE9partement:changerlescouleursutilisE9es" %)
879 //**Absenteeism rate per French department: changing the colours used**//
880
881 Here we are going to enter the chart editing mode in order to change the colours used in the mapping. As it stands, the default colours do not allow you to differentiate between the different rates at first glance.
882
883 1. Hover over the Absenteeism rate by department chart area in the editor page.
884 1. (((
885 Click on the chart icon [[image:Icone graphique.png||alt="Icone_graphique" height="23" width="25"]] that (% id="cke_bm_8888S" style="display:none" %)icon [[image:Icone graphique.png||alt="Icone_graphique"]](% id="cke_bm_8888E" style="display:none" %) which (%%)appears: the editing window is displayed.
886 )))
887 1. In the left-hand area, click on **Style...**, then on **Colors **. **.. **
888 The **Select color palette** box appears.
889 By default, the "Flat Design" colour palette is selected.
890 1. Select the **Color gender** palette.
891 [[image:Select_color_palette_EN.png||alt="Color palette" data-xwiki-image-style-alignment="center"]]
892 1. Click **OK **: the colours are modified for better viewing.
893
894 [[image:1764254801080-199.png||data-xwiki-image-style-alignment="center"]]
895
896 (% start="6" %)
897 1. Then save the changes using the **Save** button. [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button at the top right.
898
899 = Step 6: Creating a second "Payroll" dashboard page =
900
901 Having created the first page of our absenteeism dashboard, we're now going to create a second page dedicated to payroll.
902
903 We'll be looking at
904
905 * how to add a new page ;
906 * how to create new charts from the data source added and configured in the previous sections; and
907 * and how to insert and configure these new charts in the new page.
908
909 == Adding a new page and choosing a layout ==
910
911 As we saw earlier, the **Absenteeism** page belongs to your personal role, with your user name. We're going to add a second page, still in this personal role. During creation, we will choose a layout for our new page.
912
913 1. Click on the + symbol to the right of the **Absenteeism** page.
914
915 [[image:Add_page_EN.png||alt="Add page" data-xwiki-image-style-alignment="center"]]
916
917 1. The **Add page** box appears.
918 1. Enter the name of the page: **Payroll**.
919 1. We are now going to choose how the page is displayed: click on **Templates... **
920 ➡ The **Template selection **section appears.
921 1. For greater consistency with the previous page, we're going to choose the same layout: click on **Charts + filters on the left.**
922
923 [[image:Template.png||alt="Add page" data-xwiki-image-style-alignment="center"]]
924
925 (% start="6" %)
926 1. Confirm the creation of the new page by clicking **OK **again in the **Add page** box.
927 ➡ The **Payroll **page now appears.
928
929 == Creating new charts ==
930
931 The new **Payroll** page has now been created! We're now going to configure the new charts.
932
933 === How to create new charts from the editor ===
934
935 On the left-hand side of our pages, the **Information flows (Existing graphics) tab **is open and shows the information flows that already exist.
936
937 Let's open the **Creating new graphics **tab** **by clicking on it. The chart configuration tool is similar to the one we used earlier in the Assistant.
938
939 Note that the **HR Data **data model is automatically selected. We are going to use this data model to create our new charts.
940
941 [[image:1764257289625-776.png||alt="Creating new graphics"]]
942
943 === Creating the "Payroll trend by department" chart ===
944
945 This first chart, in the form of a table, will show changes in the total payroll by department. We will then apply a filter to show changes in each department over the last year only.
946
947 (% class="wikigeneratedid" id="HConfiguration" %)
948 **Configuration**
949
950 1. In the **Creating new graphics** section, select the **Chart type** option if required and locate the **Tables** sub-section.
951 1. Select** {{glossaryReference glossaryId="Glossary" entryId="Tableau croisé"}}Cross table{{/glossaryReference}}** and drag and drop to the first rectangle **Drag and drop Chart **at top left.
952
953 [[image:Add_crosstable_EN.png||alt="Add cross table"]]
954
955 ➡ The **Creating a new chart** box appears.
956
957 (% start="3" %)
958 1. Enter the name of the chart: **Payroll trend by department.**
959
960 In this table, we are going to represent, for each department, the payroll for the previous year, the payroll for the current year and the rate of change between these two years. We will therefore need one dimension and three measures to configure this table.
961
962 (% start="4" %)
963 1. In the **Choose a dimension** drop-down list, check the **Department** dimension.
964 1. In the **Choose a measure** drop-down list, check the measures:
965 1*. **Payroll**
966 1*. **Payroll for the previous year**
967 1*. **Evolution of the payroll**
968
969 [[image:1764259513633-105.png||data-xwiki-image-style-alignment="center"]]
970
971 (% start="6" %)
972 1. Click **Add the chart** to confirm: the //Payroll trends by department// table is added to the dashboard page.
973
974 [[image:Croos_table_EN.png||alt="Cross table" data-xwiki-image-style-alignment="center"]]
975
976 (% class="wikigeneratedid" id="HFiltrage" %)
977 **Filtering**
978
979 We are now going to filter this chart so that it takes into account the last year of our dataset. The filter we create here will be exclusive to this chart and will not be propagated to the other charts.
980
981 1. Position the mouse cursor over the chart.
982 1. Click on the cogwheel [[image:Roue_crantee2.png||alt="Roue_crantée"]]which appears at the top right of the graph.
983 1. In the pop-up menu that appears, click on **Parameters** then **Properties: **the **Payroll trend by department **panel then opens on the **Properties **section on the right of the dashboard.
984 1. Below **Properties**, click on the **Filters** tab.
985 In this tab, the dimensions that can be filtered are displayed: there are currently no filters configured.
986 1. Click on the **All** filter corresponding to the **Date** dimension.
987
988 [[image:1764260175280-917.png||alt="Filters" data-xwiki-image-style-alignment="center"]]
989
990 ➡ The **Filter: Date** dialog box appears, allowing you to configure the filter.
991
992 (% start="6" %)
993 1. From the **Filter Type** drop-down list, select **Predefined**.
994
995 (% class="box infomessage" %)
996 (((
997 The **Predefined** filter type is used to create a dynamic filter on temporal data (Date) based on the current date or the last date of the data.
998 )))
999
1000 (% start="7" %)
1001 1. In the second **Context** drop-down list, select **Max data date.**
1002 1. In the **Member** drop-down list, select **Year.**
1003
1004 [[image:Filters_date_defined_en.png||alt="Date filter" data-xwiki-image-style-alignment="center"]]
1005
1006 (% start="9" %)
1007 1. Click **OK** to confirm: the chart is updated on the dashboard page.
1008
1009 === Creating the "Payroll trend" chart ===
1010
1011 We are now going to create a second chart, in the form of a curve, which will represent the evolution of the total payroll over the years. To do this:
1012
1013 1. In the **Creating new graphics** tab, select **Recommendations**.
1014 1. From the list of suggested charts, select **Trend analysis **and** **drag and drop to the second rectangle **Drag and drop Chart **at top right. The **Creating a new chart **appears.
1015 1. Enter the name of the chart: **Payroll trend**.
1016 1. The dimension is automatically set to **Date**.
1017 1. In the **Measure** drop-down list, check **Payroll**.
1018
1019 (% class="wikigeneratedid" %)
1020 [[image:Trend analysis_en.png||alt="Trend analysis" data-xwiki-image-style-alignment="center"]]
1021
1022 (% start="6" %)
1023 1. Click on **Add the chart **: the new //Payroll trend// chart is added to the dashboard page.
1024
1025 [[image:Trend analysis_added_en.png||alt="Trend analysis" data-xwiki-image-style-alignment="center"]]
1026
1027 === Creating the "Payroll by department" chart ===
1028
1029 We are now going to create a third chart, this time in sectors, which will represent the breakdown of payroll by department.
1030
1031 1. In the **Creating new graphics** section, select **Chart type**.
1032 1. Locate the **Compare** sub-section.
1033 1. Select** Sectors** and drag and drop it to the third rectangle **Drag and drop Chart **at the bottom left.
1034 ➡ The **Create a new chart box appears**.
1035 1. Enter the name of the chart: **Payroll by department.**
1036 1. In the **Choose a dimension** drop-down list, check **Department**.
1037 1. In the **Choose a measure** drop-down list, check **Payroll**.
1038
1039 [[image:1764260895074-571.png||alt="Sectors" data-xwiki-image-style-alignment="center"]]
1040
1041 (% start="7" %)
1042 1. Click on **Add the chart **: the new //Payroll by department// chart is added to the dashboard page.
1043
1044 [[image:1764260993390-450.png||alt="Payroll by department" data-xwiki-image-style-alignment="center"]]
1045
1046 === (% style="color:inherit; font-family:inherit; font-size:23px" %)Creating the "Payroll by department and gender" chart(%%) ===
1047
1048 Finally, we're going to create a fourth chart, a column chart, which will show the breakdown of payroll by department while also allowing the gender distinction to be represented.
1049
1050 (% class="wikigeneratedid" id="HConfiguration-3" %)
1051 **Configuration**
1052
1053 1. In the **Creating new graphics** section, select **Chart type**.
1054 1. Locate the **Compare** sub-section**.**
1055 1. Select** Columns** and drag and drop to the fourth rectangle **Drag and drop Graph** at bottom right.
1056 ➡ The **Create a new chart** box appears.
1057 1. Enter the name of the graph: **Payroll by department and gender.**
1058 1. In the **Choose a dimension** drop-down list, check **Gender** then **Department**.
1059 1. In the **Choose a measure** drop-down list, check **Payroll**.
1060
1061 [[image:1764344864540-344.png||alt="Column chart" data-xwiki-image-style-alignment="center"]]
1062
1063 (% start="7" %)
1064 1. Click on **Add the chart **: the new //Payroll by department and gender// chart is added to the dashboard page. 
1065 Dimensions are not placed on the desired axes. We want to group by department and not by gender.
1066 1. Click on the **Continue editing** button.
1067
1068 **Modification of the axis**
1069
1070 To place dimensions on the right axes:
1071
1072 1. Remove dimensions from the **Grouping **axis : right click **Grouping **and click **Remove**.
1073 1. Drag and drop **Gender** on the Column axis to replace **Department**.
1074 1. Drag and drop the **Gender** dimension to the **Column **axis and the **Department **dimension to the **Grouping** axis.
1075 [[image:1764345467257-468.png]]
1076
1077 (% class="wikigeneratedid" id="HApplicationd27unepalettedecouleuradE9quate" %)
1078 **Application of a meaningful colour palette**
1079
1080 1. In the left-hand area, click on **Style...**, then on **Colors **: the **Select color palette** box appears.
1081 1. Select the **Color Gender** colour palette.
1082
1083 [[image:https://doc.digdash.com/xwiki/wiki/dev/download/Digdash/user_guide/tutorials/didacticiel_assistant_onepage/WebHome/Select_color_palette_EN.png?rev=1.1||alt="Color palette" data-xwiki-image-style-alignment="center"]]
1084
1085 The colours in the palette are applied automatically and a warning message is displayed. The new color palette is automatically applied in the edit area of the graph, but not necessarily on the dashboard page. Applying the new color palette in the dashboard may therefore require a refresh of the dashboard page.
1086
1087 [[image:1764345567039-540.png||alt="Message" data-xwiki-image-style-alignment="center"]]
1088
1089 [[image:1764345655002-465.png||alt="Color palette changed"]]
1090
1091 (% start="7" %)
1092 1. Save by clicking on the **Save **button [[image:1737715102568-470.png||alt="Enregistrer" height="23" width="24"]] button in the top right-hand corner: the graph editing area closes.
1093
1094 == Adding filters ==
1095
1096 Our page is almost ready. All that remains, as we did for the previous page, is to add the dimensions to enable us to filter in view mode.
1097
1098 To do this:
1099
1100 1. In the left-hand column of the page you are editing, notice the three rectangles inviting you to**"Drag and Drop Dimension".**
1101 That is where we are going to insert our three dimensions.
1102 1. Click on the** Dimension **link in the first rectangle: the **Filters/Variables **section opens in the left-hand banner with the list of **Dimensions**.
1103 1. Drag and drop the **Date** dimension onto the first rectangle: the date filter elements will then be displayed there.
1104 1. Repeat the operation for the **Department** dimension and the **Gender **dimension, using the other 2 rectangles.
1105 [[image:1764345803086-471.png||alt="Filters"]]
1106
1107 Note that the **Date** dimension displays its members in** day/month/year** format**.**
1108 We're going to switch to year format:
1109
1110 1. Hover the mouse over this **Date** dimension.
1111 1. Click on the **cogwheel** [[image:Roue_crantee2.png||queryString="width=26&height=27" height="27" width="26"]] which appears.
1112 1. Select **Parameters** in the pop-up menu, then **Properties: **the **Date **panel then opens in the **Properties **section on the right of the dashboard.
1113 1. In the **Hierarchy** drop-down list, select **Date.**
1114 1. In the **Level** drop-down list, select **Year.**
1115 1. Further down, in the **View Type **drop-down list**, **select **Horizontal list.**
1116
1117 [[image:1764345921687-773.png||alt="Date filter properties" data-xwiki-image-style-alignment="center"]]
1118
1119 = Step 7: Viewing the dashboard =
1120
1121 You can now view the final result of your work!
1122
1123 To do this, as you saw before, click on the **Access to the dashboard** button at the top right of the window.
1124
1125 (% class="box infomessage" %)
1126 (((
1127 If you haven't saved your changes, the editor will prompt you to save the dashboard.
1128 [[image:1764346080353-647.png]]
1129 Click **Save**.
1130 )))
1131
1132 You can now navigate your 2 //Absenteeism// and //Payroll //dashboard pages and test the use of the filters.
1133
1134 [[image:1764346352182-734.png]]
1135
1136 = Congratulations! =
1137
1138 From our Excel file, we were able to create a real dashboard using the DigDash Enterprise Dashboard Creation Assistant.
1139
1140 We saw how to :
1141
1142 * load a file ;
1143 * edit the data configuration and create a data model;
1144 * configure charts based on this data model;
1145 * configure dashboard pages to add filters;
1146 * modify the default view generated by going into more detail in the parameters.
1147
1148 == Going further ==
1149
1150 You can go even further!
1151
1152 With the Studio, DigDash Enterprise lets you go into more detail about configuring your data models, connect to your databases or join or combine several data sources.
1153
1154 Don't hesitate to get in touch with your DigDash Enterprise administrator or your DigDash referral contact to discuss this!