Learn how to create and leverage tree maps using UPM-X
Why use Tree Maps?
Tree Maps are a great way of displaying large quantities of data that are hierarchically-structured. In UPM-X, we use a Rectangular tree map which means that the map is divided into boxes representing different data elements. These boxes are sub-divided into smaller sections which represents any nested elements.
How to build a Tree Map in UPM-X
This will depend on the version of UPM-X that you currently have installed. For version 4.3.1 and older, use these instructions.
Version 4.3.1 and older
1. Select a table that contains the data you want to arrange in a tree map. More details on Portfolio elements selection and filtering can be found here.
2. Run the Tree Map visualization.
A. This is the title of your tree map. It shows the name of the root table from which the tree map was generated.
B. This shows the element at the top-most level of the selected hierarchy. Nested in this section are the child elements. For visual ease of recognition, the lighter the color of the element's box, the lower its hierarchical level with respect to the top-most element.
C. This is the tree map settings pane.
Hierarchy Levels: From here, you can change how many levels of hierarchy are shown in shown in the tree map. Ranges from 0 to 10.
Indicators: Show indicators which have been defined in the backend tables for each element on the tree map.
Hierarchy Picker: Shows the entire structure of all the data stored in the root table, starting with the Level 0 elements. These elements can be expanded to reveal child elements, from which the user is free to add or remove elements from the tree map by checking/unchecking them in the picker.
Tip: Selecting a parent element in the Hierarchy picker automatically selects all the nested elements as well. If you do not want to show all the nested elements, expand the parent and unselect the undesired elements.
These selections are reflected on the tree map after the user clicks the "Apply" button. To return to the initial view of the tree map, click "Reset".
D. Tooltips allow you to see more detailed information about an element when you hover over it. This applies as well to elements that are shown in condensed view (ie. only the box outline of the element appears to avoid a cluttered viewing experience). The tooltip shows three things;
- The type of Portfolio element: In this case, it is an element from the Principles table.
- The name of the element: In this case, a Principle called "Business Continuity"
- The Indicators applied on that element: In this case, Business Continuity element has been assigned a "Business Criticality" indicator of "Mission critical" which has the color red.
Tip: The indicators shown on the tooltip are based on the current Indicators selection in the Settings pane. Changing the Indicators settings will allow the tooltip to show if the element has any values for the selected indicators defined on it.
Tree Map Drill-down
Clicking on any element in the tree map will change the visualization to show that element as the top level. This allows you to take a closer look at the elements nested in it (if any). To ensure full ease of navigation, a breadcrumb is included allow you return to a previous view. An example is shown below:
It is possible to make changes to some properties of an element when using the tree map (for example, if you notice a typographical error). Right-clicking on an element shows the option "Open Form". Selecting this will open the ServiceNow form view of the element from which you can make changes to certain fields, depending on your user role and access rights.