Visualizations → Organizational

About an Organizational visualization

An organizational visualization is a graphical representation of data hierarchy in a physical schema object. You can use this type of visualization to represent the parent-child relationships between nodes and how these nodes are organized. For example, you can plot the structure of departments and the reporting relationship across an organization.

Information in an organizational visualization, such as employee names and titles, is generally depicted in boxes or cards with lines linking them constituting data branches. By looking at an organizational visualization, you can gain a quick understanding of how the organization is designed, its number of levels, and where each item fits into the organization.

With two dimensions, an organizational visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values. The result is an organizational chart on a dashboard tab that shows:

  • a grouping dimension and additional attributes as the labels and information on chart cards
  • a measure as an aggregated or calculated value on each card

The distinction between a visualization and an insight is that an insight is an instance of the visualization. As an instance, an organizational insight has unique configurations that a dashboard developer determines for displaying an organizational chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension.

Prerequisites to create an organizational chart

Data source prerequisites

Before you can create an organizational chart, you must prepare the data source you will use. An organizational insight requires a physical schema object with a self-join relationship where both the foreign and primary keys exist in the same physical schema object. An example is the following where the ManagerID in one or more rows is equal to the EmployeeID in another row.

EmployeeID,EmployeeName,Title,ManagerID

1,Lili Mark,QA Engineer,7

2,Tommy Joseph,SW Engineer,5

3,Daniel Frank,Marketing Manager,9

4,Ally McBeal,Senior Lawyer,9

5,Jim Carlton,Development Manager,8

6,Sally Khan,Marketing Specialist,3

7,Samir William,QA Manager,8

8,Mariam James,CTO,9

9,Ahmed Kamel,CEO,

Employee images prerequisites

To be able to add the image for each employee to the organizational chart, you must make sure that Incorta Analytics can access these images. Images can be stored either in the data source in a supported format (such as base64 format) or in a shared directory that Incorta Analytics can access. In the case that they exist in a shared directory, the image name must be the same as the value of a column in the data source.

To show the images, you must define the Image URL in the grouping dimension pill properties.

  • If images are stored in the data source, all you need to do is to add the fully qualified name of the column that has the images between curly brackets preceded by the suitable reference to the image type. For example, in the case of base64 format, use the following syntax: data:image/png;base64,{PhysicalSchema.Object.Column}
  • If images are in a shared directory, you must add the URL to this shared directory along with the fully qualified name of the column that has the corresponding image name: http://my.website.com/{PhysicalSchema.Object.Column}

Configurations for an organizational insight

A dashboard developer first selects an organizational visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the organizational chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the organizational chart.

The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.

Each pill has configurable properties. The parent tray determines the available properties of a pill.

The available trays for an organizational insight are:

Note

An organizational insight requires at least one measure pill and one grouping dimension pill.

Grouping Dimension

To create an organizational insight that shows data hierarchy, from the Data panel, you have to add only one column to the Grouping Dimension tray. The organizational insight shows the values of the grouping dimension pill and all its attributes in the chart cards. The order of the attributes determines the card title and the order of other displayed information. Each attribute you add in the Grouping Dimension pill properties is a filterable column for the insight.

Measure

To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.

An organizational insight shows the aggregation or calculation for each data branch starting from the current level and downwards the last card in the insight data branch. For example, you can show the total salaries or the total number of employees for each department and sub-department.

You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.

Individual Filter

To filter individual rows for the organizational insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.

To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.

Pill properties

The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:

You can edit the properties of a grouping dimension or a measure pill with the Properties panel for an organizational insight.

To create a filter expression, you can edit the properties of an individual filter pill with the Filter panel.

For the Filter property of a measure pill, you can open the Filter panel from the Properties panel to create the filter expression.

To open the Properties panel or Filter panel, select the pill arrow.

Grouping dimension pill properties

Here are the properties of a pill in the grouping dimension tray in an organizational insight:

Property Control Description
Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray.
Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
Formula text box Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Label text box Enter the label for the grouping dimension column or formula pill
Data → Date Part drop down list When the selected column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Data → Image URL text box Enter the fully qualified name of the column that has the images in the supported format, or enter the URL of the shared directory that has the images and the column that has the corresponding image name.
    For details, see Employee images prerequisites.
    Data → Attributes list Drag and drop the columns that you want to display its data on the chart cards and order them as required. Select the pill arrow to define the column label.
    Data → Hierarchy Depth text box This option is available only for columns from objects with data hierarchy (physical schema objects with self-join).
    Specify the level of data in the hierarchy that you want to include in the insight for the respective column.
    Data → Sort By drag and drop Drag and drop a column or formula to use for sorting the chart cards in each level
    Format select Select the data format. This option is available only when you edit the pill properties for a date column or a formula.
    Format → Date Mask text box Enter a customized date format or select a predefined one to appear in this text box
    Drill Down → Dashboards Drill Down link Select + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the insight
    Add Dashboard → Include Runtime Filters toggle Enable this property to pass the applied filter, if any, from one dashboard to another
    Add Dashboard → Search Dashboard text box Enter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
    Warning

    Using a formula or a column from a physical schema object that does not have a data hierarchy or self-join relationship results in an insight with unconnected cards.

    Measure pill properties

    The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

    Here are the properties of a pill in the Measure tray in an organizational insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column. This property is available only when you edit the properties of a column in the Measure tray.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Formula text box Select to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
    Data → Column Label text box Enter the label for the measure pill. This will be the label of the column or formula on the chart cards.
    Data → Date Part drop down list When the selected column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Data → Aggregation drop down list Select the aggregation option for the measure values. The available options vary according to the column or formula data type. The options are:
  • Average
  • Count
  • Distinct
  • Median
  • Min
  • Max
  • Sum
  • Formula
  • None
  • Data → Scale drop down list Select the chart scale. The options are:
  • None
  • Percent (%)
  • Thousands (K)
  • Millions (M)
    The default is None.
  • Data → Running Total toggle Enable this property to display the measure values as a running total
    Data → Filter drag and drop Drag and drop a column or formula to filter the measure values by
    Format select Select the format of the measure (Dollar Rounded for example)
    Format → Decimal Places text box This property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the measure values.
    Format → Thousands Separator toggle This property appears for all number format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
    Advanced → Base Field drag and drop Drag and drop a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table.
    Advanced → Query Plan button Select to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measure

    Individual filter properties for a filter expression

    To filter individual rows for the organizational insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

    Individual filter properties for a filter expression with a column as a pill

    Here are the properties of a filter expression for a column as a pill in the Individual Filter tray for an organizational insight:

    Property Control Description
    Column fully qualified name label The fully qualified name of the selected column.
    Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also use the Copy Column Name option (two paper sheets icon) to copy the column’s fully qualified name.
    Data → Column Label text box Enter the label for the individual filter pill
    Date Part drop down list When the filter column is a date or timestamp, select the part of the date used. The options are:
  • Full (default)
  • Year
  • Quarter
  • Month
  • Day
  • Operator drop down list Select the operator to use in the filter expression
    Values multi-select Select the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between.
    If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
    Advanced → Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.
    Individual filter properties for a filter expression with a formula as a pill

    Here are the properties of a filter expression for a formula as a pill in the Individual Filter tray for an organizational insight:

    Property Control Description
    Formula label label The formula pill label
    Data → Column Label text box Enter the label for the individual filter formula pill
    Formula → Dynamic toggle Enable this property to select a filter expression session variable as a value
    Formula text box Disable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
    Operator drop down list Select the operator to use in the filter expression
    Values multi-select Select the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. In the case that you enable Dynamic, select a filter expression session variable. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
    Advanced → Disable Filter toggle Enable this property to disable the filter. Disabled filters are deleted when you save the insight.

    Settings panel

    With the Settings panel, you can configure additional properties for the organizational insight. To open the Setting panel, in the Analyzer, in the Action bar, select Settings (gear icon).

    Property Control Description
    General → Page Size text box Enter the maximum number of rows to include in the chart. A value lower than the number of the insight query returned rows will restrict results. A value of 0 will include all rows.
    General → Auto Refresh toggle Enable this property to automatically refresh the insight preview while editing it in the Analyzer. A tenant configuration in the CMC Clusters Manager can globally enable or disable this feature at the tenant level.
    Advanced → Max Groups text box Set the maximum number of groups that cannot be exceeded in the insight
    Advanced → Join Measures drop down list Select Yes to calculate the group-by function across joined tables

    User interactions for an organizational insight

    As a dashboard consumer, you can interact with an organizational insight on a dashboard tab. Some interactions will affect only the organizational chart. Other interactions will affect both the organizational chart and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.

    Note

    Some user interactions require specific configurations by a dashboard developer and therefore may not be available.

    Here are the possible types of user interactions for an organizational insight:

    • Select a card on the chart to drill down into the grouping dimension and in doing so, create a dashboard runtime filter. This shows only cards starting from the selected card and down to the last card in the branch.
    • Select - (minus icon) to collapse the respective branch
    • Select + (addition icon) to expand the respective branch
    • Use the chart toolbar to do the following:

      • Select the magnifying glass with a plus icon to zoom in the chart so it looks much larger and nearer
      • Select the magnifying glass with a minus icon to zoom out the chart so it looks much smaller and further away
      • Select the 4 right angles icon to reset the chart size
      • Select the icon with a left arrow to collapse the chart tree
      • Select the icon with a right arrow to expand the chart tree
    • Select a card on the chart to open the Filter by menu and select to drill down into the grouping dimension, and in doing so, create a dashboard runtime filter
    • Select a card on the chart to open the Go to menu and select a dashboard tab to navigate to (requires a dashboard drill down configuration for the grouping dimension pill).
    Note

    A dashboard runtime filter that affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.

    More Options menu for an organizational insight

    Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight. For more information about RBAC and DAC, review Tools → Security Manager.

    In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.

    View as Table

    You can view an organizational chart as an Aggregated Table. A CMC Administrator must enable the Insight ‘View As’ Menu feature in the Tenant Configurations and the Default Tenant Configurations before you can do so.

    Follow these steps to view the organizational chart as an Aggregated Table:

    • For the organizational insight, select More Options (⋮ vertical ellipsis icon).
    • Select View as Table, and then select Aggregated.

    While in the aggregated table view, you can:

    Note

    The Export Server automatically converts Organizational insights to a tabular form and includes them in the generated file(s) when you send all supported insights on a tab or a dashboard to a data destination, or when you schedule the delivery of supported insights on the dashboard. However, you cannot send this type of visualizations individually unless you preview the insight as a table first.

    Set Alert

    You can set an alert that identifies specific changes to an organizational insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter in an aggregated table or a listing table.

    • For the organizational insight, select More Options (⋮ vertical ellipsis icon).
    • Select Set Alert. The Analyzer opens with an aggregated table insight that has the Grouping dimension pill and the measure pill from the organizational insight. Refer to the Scheduler document for additional information on Data Alerts.

    Steps to create an organizational insight

    For an existing dashboard, to create an organizational insight in a given dashboard tab, follow these steps:

    • If not already open, open a dashboard.
    • To add a new insight to the dashboard, in the Action bar, select +.
    • If needed, in the Analyzer, in the Data panel, select Add Data Set.
    • In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
    • To close the Manage Data Sets panel, select X or any other area of the Analyzer.
    • In the Insight panel, first, select V.
    • In Charts, select the Organizational.
    • From the Data panel, drag and drop various columns to various trays in the Insight panel:

      • Grouping Dimension
      • Measure
      • Individual Filter
    • Configure the pill properties using the Properties panel or Filter panel.
    • Configure various insight properties using the Settings panel.

    Example of an organizational insight

    In this example, you will create an organizational insight that shows the organization’s structure. An organizational insight requires a physical schema object with a self-join relationship. If you do not have a physical schema object that you can use, follow these steps to create one,

    Insight example prerequisites

    Prepare a data source

    You can copy the following data and save it to a CSV file to use to create an external data source and a physical schema object for the organizational insight.

    EmployeeID,EmployeeName,Title,ManagerID
    
    1,Lili Mark,QA Engineer.,7
    
    2,Tommy Joseph,SW Engineer,5
    
    3,Daniel Frank,Marketing Manager,9
    
    4,Ally McBeal,Senior Lawyer,9
    
    5,Jim Carlton,Development Manager,8
    
    6,Sally Khan,Marketing Specialist,3
    
    7,Samir William,QA Manager,8
    
    8,Mariam James,CTO,9
    
    9,Ahmed Kamel,CEO,

    To learn how to create an external data source for a CSV file and create a physical schema object, review Connectors → File System.

    Note

    For this example, name the physical schema HR and the physical schema table Employees

    Create a self-join relationship

    The organizational insight requires a physical schema object that makes a self-referential join representative of a hierarchy where the child foreign key left outer joins to the parent primary key, for example, ManagerID left outer joins to EmployeeID.

    After creating the physical schema (HR) and the physical schema table (HR.Employees), you must create a data hierarchy for this table through a self-join relationship as follows:

    Child Join Operator Parent
    HR.Employees.ManagerID = HR.Employees.EmployeeID

    To learn more about how to create a join, review Tools → Table Editor → Manage Joins and Tools → Join Editor → Add a join condition.

    Add an insight

    • In the Action bar, select +.
    • In the Data panel, select Add Data Set.
    • In the Manage Data Sets panel, in Tables, select the HR schema.
    • Close the Manage Data Sets panel.
    • In the Insight panel, under Charts, select Organizational.
    • From the Data panel, drag and drop the following columns from the Employees table to the respective tray:

      • Drag and drop EmployeeName to the Grouping Dimension tray.
      • Drag and drop EmployeeID to the Measure tray.
    • Select the arrow to the right of EmployeeName to open the Properties panel, and then do the following:

      • Drag and drop Title to Attribute.
      • For Hierarchy Depth, enter 3.
    • Select the arrow to the right of EmployeeID to open the Properties pane, and then do the following:

      • For Column Label, enter No. of Employees.
      • For Aggregation, select Distinct.
    • Name the insight Organization Structure.
    • Select Save.