Running Visualizations

This knowledge base article provides the basis to run the advanced UPM-X visualizations.

UPM-X is providing a rich set of additional visualizations which you can run through the list views of any Portfolio Element. To run a visualization, it is important to start with the table you want to have as the "starting point" e.g. to see Business Applications grouped by Business Capabilities, run the Hierarchy Map  form the Business Capabilities table.

💡Your starting table is essential to see the data in the right context!

 

There are 2 different options to run the UPM-X visualizations from a table view:

1. From the Related Links

Select the items you want to include within the visualization, or select all. Now click on one of the visualizations listed under "Related Links".

🙋 Extra Tip

Some visualizations do not require any selection and will include all entries, when you click on the visualization!

2. From the Right-click Context Menu

Another option to run the visualizations is the context menu. Just right-click and select the visualization under "Visualizations". 


Adding UPM-X Visualizations to other tables

For Admins Only❗

The instructions provided below are for ServiceNow admins only, and can't be executed with normal user privileges.

If you want to add UPM-X visualizations to another ServiceNow table, just create a new UI Action with these settings:

Here are the UI page names for the various visualization types you can use within your script:

CHORD DIAGRAM:  x_inpgh_upmx_chord_diagram.do
HIERARCHY MAP: x_inpgh_upmx_hierarchy_map.do
SANKEY DIAGRAM: x_inpgh_upmx_sankey_diagram.do
TREE MAP: x_inpgh_upmx_tree_map.do

function YOUR-FUNCTION-NAME() {
    if (g_list.getChecked().length == 0) {
        g_navigation.openPopup("/x_inpgh_upmx_hierarchy_map.do?table=" + g_list.getTableName(), '_blank');
    } else {
        g_navigation.openPopup("/x_inpgh_upmx_hierarchy_map.do?table=" + g_list.getTableName() + "&checked_elements=" + g_list.getChecked(), '_blank');
    }
}

 

The Lifecycle Roadmap can be shown with the following script:

function YOUR-FUNCTION-NAME() {
    
    if(g_list.getChecked().length == 0){
        alert("Please select at least one record.");
    }else{
        var ga = new GlideAjax('RoadmapRequestUtil');
        ga.addParam('sysparm_name', 'createRoadmapRequest');
        ga.addParam('sysparm_checkedList', g_list.getChecked());
        ga.addParam('sysparm_tableName', g_list.getTableName());
        ga.getXML(showRoadMap);
    }
}

function showRoadMap(response) {
    var answer = response.responseXML.documentElement.getAttribute("answer").split(",");
    var url = "https://"+answer[1]+".service-now.com/upmx/?id=custom_report_roadmap&sysparm_domain_restore=false&sysparm_stack=no&roadmap_request="+answer[0];
    window.open(url,'_blank');
}