Editable Hierarchy Map V4.4+

The editable hierarchy map allows you to visualize hierarchical data in nested containers which you can color by realtime indicators. Additionally, you can quickly create new elements and change the parent/child hierarchy via drag & drop.

If you don't know how to run this visualization in UPM-X, please read this KB article first!

The Hierarchy Map visualizes data in a hierarchical view by using the parent/child reference field of a table—if available. Additionally, it shows all downstream related elements connected via CI relationships.

💡Quick Tip — Relationships in ServiceNow

Parent/child reference field: Technically, this is a reference field called "Parent" in ServiceNow referencing to the table itself. This will allow you to cascade data in a hierarchical structure. The hierarchy starts with level 0. A level 1 element is the child of level 0; and level 0 element is the parent of any level 1 element. 

CI Relationships: All relationships within the CMDB & UPM-X scope are stored within the cmdb_rel_ci table. Relationships have a base (starting) and dependent (ending) element. Two elements are connected via a relationship type which is defined as a suggested relationship. 

Main Sections

The Editable Hierarchy map consists of 3 main areas:

  1. Hierarchy Map
    This is the main section where the content of the visualization is rendered. Read more...
  2. Overlay Menu
    The Overlay Menu provides quick access to main features like editing, export, full screen etc. Read more...
  3. Sidebar
    The collapsable side-bar helps to change the content of the visualization by applying various filters, or changing the background color of the containers based on indicators. 
    The sidebar automatically disappears after 2 seconds. Just move your mouse over the visualization to see it again. Read more...

💡Quick Tip — Realtime Indicators

Realtime Indicators allows the user to color data based on any fields value. The resulting heated maps and visualizations helps the target audience to quickly identify risks and issues for further analysis. See the KB article to configure Realtime Indicators here.

Hierarchy Map

Hierarchy maps are a great way to visualize complex information in a management consumable way. The relationships between the objects are removed and the content rendered as nested containers.  

  1. Level 0 
    Based on the starting table type, you will see the top-level capability (level 0) as the first (parent) container.   
  2. Level 1
    The level 1 container is the child of level 0, and parent of level 2 (see #3).
  3. Level 2
    The level 2 container is the child of level 1, and parent of level 3. 
  4. Icon
    Based on the table (object) type the associated table will be shown. 
  5. Table Name
    Showing the table name for all nodes (elements) within the hierarchy containers.
  6. Element Name
    The name of the element (node) itself.
  7. Rollup Count
    Shows the total count of the objects rolled up. You can change the settings in the "Rollup Count" widget within the sidebar.  
  8. Close / Open Container
    Use this icon to close / open the containers, which will hide or show its content.  
  9. Colored by Realtime Indicator
    The selected "Indicators" in the sidebar widget will change the color of the containers and nodes per definition.  
  10. Open Form (Right-click)
    Right-click on a node or container to access its form view in ServiceNow. 

Overlay Menu

The Overlay Menu provides quick access to the following main features: 

  1. Edit Button / Stop Edit
    Clicking the "Edit" button will enter the editing mode, so you can add new nodes to the hierarchy map (see point #6). Once the editing mode is entered, the edit button changes to "Stop Edit". Click "Stop Edit" to leave the editing mode. 
    Please note, that the filtering options in the sidebar will disappear and the history feature will be shown. 
  2. Options
    Click on the options menu to see additional options. 
    Click the "Export PNG" icon to download a Portable Graphics Format (PNG) version of the current view of the visualization. 
  3. Scale down to fit
    This feature will ensure to scale down the visualization to the width of the screen.
  4. Fullscreen
    The fullscreen mode will remove the controls of your web browser, so you and your consumers can focus purely on the visualization. Click the icon again to escape the fullscreen mode. 
  5. Toogle Sidebar
    The Toogle Sidebar option collapses the sidebar so you can utilize the full width of the screen for the hierarchy map content. 
  6. Add new Node
    Once you have entered the editing mode, click the "+" button to add new nodes. Please see further details in the Editing Mode.

 

Sidebar

The sidebar contains various widgets to change the visualization content. 

Level Selector

Use the "Level" widget in the sidebar to quickly compress the containers. This will save space on your visualization.

 

Hierarchy Selector

The "Hierarchy" widget allows you to search within the hierarchy tree and to select/unselect elements within the hierarchy. 

Rollup Count

The "Rollup Count" widget provides the ability to count all elements (node) within the hierarchy and visualizes it with a number on the level 0 container. 

Click on the rollup count number to see a list of the actual nodes. 

Indicators

Realtime Indicators allows the user to color data based on any fields value. The resulting heated maps and visualizations helps the target audience to quickly identify risks and issues for further analysis. See the KB article to configure Realtime Indicators here.

To color nodes and containers of the hierarchy map, select a defined Indicator from the "Indicator" widget within the sidebar. You can click on the labels to hide/show the corresponding nodes and containers in the hierarchy map.  

Class Filters

Class Filters helps you to quickly remove a specific object type (table) from the hierarchy view. 

There are 2 major function

  1. Hover on a table name to highlight the nodes on the hierarchy map. 
  2. Click on a table name to unselect and hide the nodes from the hierarchy map. Click on the table name again to select and show the nodes on the hierarchy map.  

Editing Mode

A major functionality of the Hierarchy Map is the "Edit" function.

Creating a new Node

Clicking the "Edit" button will enter the editing mode, so you can add new nodes to the hierarchy map (see point #6). Once the editing mode is entered, the edit button changes to "Stop Edit". Click "Stop Edit" to leave the editing mode. 
Please note, that the filtering options in the sidebar will disappear and the history feature will be shown. 

Now, click the "+" button and enter a Name. Click the "Create" button to create the new node. 

Moving a Node via drag & drop

Drag the new created node and move it to the target position. Drop it at the hierarchy position where you want to add it as a child or parent. Of course, you can change the hierarchy levels for any node of the starting table. 

Undo changes

The "history of node movements" in the sidebar is visible during the edit mode and will show you the recent movements done.

Click the arrow button to undo the change.

Please note, that the creation process can't be undo!