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.

Copy
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:

• Grouping Dimension
• Measure
• Individual Filter

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:

• Grouping dimension pill properties
• Measure pill properties
• Individual filter properties for a filter expression

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:

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:

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:

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:

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).

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.

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).

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 Aggregated Table.

While in the aggregated table view, you can:

• Download as CSV, XSLX, or PDF
• Send to Data Destination

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 Manage Dataset.
• 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.

Copy
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.

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:

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 Manage Dataset.
• 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.