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Version: 12.0

Working with Views

The following sections provide an overview of the most important functions for working with views.

Available Views#

Views enable you to visualize — and in some cases even edit — object attributes or relations between objects in ADONIS. They can be generated using the following starting points:

  • Reporting Board

  • Model Catalogue

  • Object Catalogue

  • Graphical editor

  • Tabular editor

  • Textual view

  • Query result

  • Reference entry within a Notebook

  • Opened views in ADONIS

There are five types of views in ADONIS:

note

All views provide the possibility to capture and / or maintain visualized elements and values. Changes are updated in the respective view immediately. If relations are modified between the displayed objects the view can be refreshed by clicking Update all relations in the context menu.

note

The provision of views depends on the configuration of your ADONIS installation. Further views can be configured in the Administration Toolkit.

Visualize Relations of the Business Process Architecture with the Matrix View#

The Matrix View is used to show explicit and implicit dependencies between core elements of businesses (e.g. processes, organisational units and roles, documents, applications, risks, controls etc.). The Matrix View can be applied to visualise the connection of two levels of the metamodel. The links can be, for example, the inputs and outputs of processes or the controls that are associated with risks.

 Example of a Matrix View

Compare Objects with the Portfolio View#

In a Portfolio View objects can be compared by using up to three attributes. For managing a portfolio the Portfolio View offers a concise way to evaluate portfolio elements.

A possible use case is the evaluation of controls based on effectiveness, method and execution or the evaluation of risks based on a FMEA.

 Example of a Portfolio View

Visualise Cross-Layer Dependencies with the BIA View (Dependency Analysis)#

The BIA (Dependency Analysis) facilitates the visualisation of (critical) connections and dependencies of individual elements of the process and enterprise architecture across multiple architectural layers. A possible use case is to show which risks and controls have direct or indirect impact on business processes and which control objectives are affected.

 Example of a BIA View

Compare Objects with the Gantt View#

In a Gantt View single attributes of architectural objects can be compared, either directly or in an aggregated form. The Gantt View provides a quick orientation by using simple, intuitive data visualisation.

One possible use case is the visualisation of the lifecycles of processes or planning and controlling data of initiatives which are depicted as horizontal bars together with a timeline.

 Example of a Gantt View

Visualise Hierarchies and Relations between Objects in a Cluster Map#

Cluster Maps in ADONIS visualise hierarchies and relations between objects. The cluster map must be configured in the Administration Toolkit before it is available in the web client. Many different hierarchies can be easily displayed using different configurations.

 Cluster Map

The Matrix View#

Follow these steps to create a Matrix View:

  1. Select the objects or the model to be shown on one axis in the Matrix View.

  2. Right-click the selection, point to Reports, and then click Matrix. A support dialogue opens.

  3. Choose the desired Matrix View configuration (selection criteria depend on both the selected objects and the options pre-configured in the Administration Toolkit).

The Matrix View is generated. The Matrix View will automatically add all objects which have a relation to the earlier selected objects according to the Matrix View configuration.

In addition to the standard view certain matrix configurations support additional viewing options.

Expand Matrix View Manually#

  • Drag additional objects from the Explorer into the Matrix View. The legend shows you which objects can be used.
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If you cannot insert objects, contact your ADONIS administrator to enable the option in the Administration Toolkit.

Complete Matrix#

To automatically complete a Matrix View:

  • Click the Complete matrix button .

The Matrix View will automatically add all objects which have a relation to the currently visible set of objects according to the Matrix View configuration.

Modify Relations between Objects#

If relations between objects are being modified, all changes will become effective immediately in the corresponding objects. Depending on the type of the matrix there are several options for modifying the relations between the objects.

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Matrix Views that contain modelling objects are read-only. You cannot edit the relations between the objects in such Matrix Views.

Modify Relations in a 3-dimensional Matrix#

In a 3-dimensional matrix relational objects are displayed in the cells. You have the following options for modifying relations:

Add Cell Objects

  • Add new objects to the Matrix View by drag and drop or via the context menu item Create <object type>.

Delete Cell Objects

  • Delete cell objects and also the corresponding objects on each axis via the context menu item Remove from cell.
caution

All newly added or deleted relations are also added or deleted in the corresponding Notebooks of the affected object.

Modify Relations in a 2-dimensional Matrix#

In a 2-dimensional matrix objects in a cell represent a relation between the objects on each axis. You have the following options for modifying relations:

Create Relation

  • Select context menu - Create relation.

Remove Relation

  • Select context menu - Remove relation.
caution

All newly added or deleted relations are also added or deleted in the corresponding Notebooks of the affected object.

Change Visualisation#

Change the visualisation of the view upon predefined criteria:

  • Click the Change visualisation button , and then select the desired visualisation.

Different values of an attribute which is shared by objects in a Matrix View can be displayed in a heat map. The values will be coloured and marked with a matching symbol according to the configuration to e.g. indicate the probability of the occurrence of a risk.

The responsibilities of various roles for each step in a process according to a RACI matrix can also be displayed in this way.

 A heat map

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Heat map features are dependent on the Application Library and product configuration.

Level of Impact#

A changed visualisation is available for Matrix Views based on the configuration "Process Cross-Impact-Analysis". This view is a cross-impact analysis. It shows in detail how strongly Processes influence each other.

The impact of the x-axis objects on the y-axis objects is displayed in the cells (from 0 - 3). This allows you to see at a glance:

  • Processes where even small changes have a large impact on the process landscape (= high active sum).

  • Processes that are strongly influenced even by small changes in the process landscape (= high passive sum).

 A &quot;Process Cross-Impact-Analysis&quot;

To create the necessary relations between Processes for a "Process Cross-Impact-Analysis":

  • The relation Impacts processes allows you to assign all other Processes that are influenced by this Process.

  • At the target object, this relation is displayed as an incoming relation (Impacted by following processes).

  • The relation is displayed for both the source and target objects in the Notebook chapter "Dependencies".

  • In the properties of the relation (symbol ) you set the Level of impact (from 0 - 3).

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The availability of this view depends on the Application Library and product configuration.

Adjust View#

Adjust the view to display or hide columns and rows without cell objects. In a 3-dimensional Matrix View you can also highlight cell objects which occur multiple times:

  • Click the Adjust view button , and then select the desired setting.

Export View#

In order to export the view as an Excel spreadsheet (XLSX format), PDF or image file (PNG format):

  • Click the Export button , and then select an export format.

In all three formats, the graphical representation of the view and the legend are exported. Additionally, when exporting an Excel spreadsheet, the objects and relations included in the view are listed on a separate sheet. When exporting a PDF, you can select the page layout and the page orientation.

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Due to technical limitations of the browser, when exporting a very large Matrix View as an Excel spreadsheet, the graphical representation may not be included.

Save View#

There are two different scenarios:

  • Save as Model

    Matrix Views based on objects can be saved as a model. Click the Save as model button .

  • Save changes

    To save changes to a Matrix View based on a model, click the Save changes button .

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If you cannot save the Matrix view, contact your ADONIS administrator to enable the option in the Administration Toolkit.

The Portfolio View#

Follow these steps to create a Portfolio View:

  1. Select the objects or the model to be displayed in the Portfolio View.

  2. Right-click the selection, point to Reports, and then click Portfolio. A support dialogue opens.

  3. Choose the desired Portfolio View configuration (selection criteria depend on both the selected objects and the options pre-configured in the Administration Toolkit).

Expand Portfolio View#

To manually expand the Portfolio View:

  • Drag additional objects from the Explorer into the Portfolio View. The legend shows you which objects can be used.

New objects will be positioned according to the existing objects in the view.

Adjust View#

Adjust the view to activate or deactivate tooltips, invert the x-axis and y-axis and to display or hide the legend and bubble slices.

  • Click the Adjust view button , and then select the desired setting.

Export View#

In order to export the view as an Excel spreadsheet (XLSX format), PDF or image file (PNG format):

  • Click the Export button , and then select an export format.

Save View#

There are two different scenarios:

  • Save as Model

    Portfolio Views based on objects can be saved as a model. Click the Save as model button .

  • Save changes

    To save changes to a Portfolio View based on a model, click the Save changes button .

The BIA View (Dependency Analysis)#

Follow these steps to create a BIA View:

  1. Select the objects or the model to be displayed in the BIA View.

  2. Right-click the selection, point to Reports, and then click BIA. A support dialogue opens.

  3. Choose the desired BIA View configuration (selection criteria depend on both the selected objects and the options pre-configured in the Administration Toolkit).

The Gantt View#

Follow these steps to create a Gantt View:

  1. Select the objects or the model to be displayed in the Gantt View.

  2. Right-click the selection, point to Reports, and then click Gantt. A support dialogue opens.

  3. Choose the desired Gantt View configuration (selection criteria depend on both the selected objects and the options pre-configured in the Administration Toolkit).

Expand Gantt View#

To manually expand the Gantt View:

  • Drag additional objects from the Explorer into the Gantt View. The legend shows you which objects can be used.

The new objects will be added at the bottom of the view.

Adjust View#

Adjust the view to activate or deactivate tooltips and to display or hide attribute values.

  • Click the Adjust view button , and then select the desired setting.

Similarly, in the Gantt View, alphabetical sorting and sorting by the attribute values is possible:

  • Click the arrow icon in the header of the column you want to sort by.

Export View#

In order to export the view as an Excel spreadsheet (XLSX format), PDF or image file (PNG format):

  • Click the Export button , and then select an export format.

Save View#

There are two different scenarios:

  • Save as Model

    Gantt Views based on objects can be saved as a model. Click the Save as model button .

  • Save changes

    To save changes to a Gantt View based on a model, click the Save changes button .

The Cluster Map#

Follow these steps to create a Cluster Map:

  1. Select the objects to be displayed in the Cluster Map or the model template (= the source model).

  2. Right-click the selection, point to Reports, and then click Cluster Map. A support dialogue opens.

  3. Choose the desired Cluster Map configuration (selection criteria depend on both the selected objects and the options pre-configured in the Administration Toolkit).

  4. Confirm with OK.

Optionally you can also:

Adjust Evaluation Path#

When you select objects (e.g. in a model or in the Object Catalogue) and generate a Cluster Map, you can adjust the number of displayed objects.

Cluster Maps with a reduced evaluation path decrease the number of displayed objects. Only objects that have a relation to the earlier selected objects are displayed. This relation must be defined in the Cluster Map configuration.

Cluster Maps with a reduced evaluation path (top down) decrease the number of displayed objects even further. Only objects that both have a relation to the earlier selected objects and are lower in the hierarchy of the Cluster Map are displayed.

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The provision of path evaluation options depends on the configuration of your ADONIS installation. They can be configured in the Administration Toolkit.

Use Model Template#

The option „Use model template“ can be activated when generating a Cluster Map. The selection of a template enables you to represent the objects in the Cluster Map according to a specific graphical structuring. When you generate a Cluster Map on a model that is already the case. Therefore, this option is only available when you generate a Cluster Map on an object.

Create Model Template#

Set a specific layout for a cluster map with a model template. To do this you have to be familiar with the Cluster Map configuration. In order to create a model template:

  1. Create a new model with a meaningful name. Select the model type according to the configuration. Usually this should be a Analysis Model.

  2. Place all objects of the first layer which should be displayed in the Cluster Map on the drawing area. To do this use drag and drop from the Object Catalogue. Select the object type according to the configuration.

  3. Double-click the objects on the drawing board to open their Notebooks.

  4. In the chapter "Representation", deactivate the option Display as Icon. The objects will now appear on the drawing area as rectangles of modifiable size.

  5. Adjust the size and alignment of the objects to specify the layout you have in mind.

  6. Click the Save button in the menu bar of the open model.

Optionally you can also:

  • Repeat steps 2 - 5 for the objects of the layers below the first layer, if you want to set a specific layout for them as well. Place the objects entirely on those objects of the layer above they have a relation with according to the configuration.
important

Only place objects of the layers below the first layer, if they have a relation to other objects in the model template which is defined both in their notebooks and the configuration.