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erwin Evolve 2020.1.1 - User Guide

erwin_Evolve_User_Guide
erwin_Evolve_User_Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading

Working with Vector Maps

Working with Vector Maps

Vector Maps require that you have a specific Single Line Text property on your object which is used to store a country code value, or a latitude/longitude value. The map will not work without one of these codes.

Vector Maps enable you to highlight countries or places on a map so that the user can click through to see more detailed information about that area.

You can use them on an Index Page, or on an Object Page to show locations that are associated to the main object.

It works by using a single object in your model to represent an area on the map - either a country, or a place within a country - that area is highlighted and is clickable so that a supporting Object Page can be used to show additional information.

Example

Use Location objects to highlight each country where your organization has an office, and then use an Object Page for the Location to show detailed information about each one, such as which Functions (associated) are performed there.

There are two types of map available, each with several different built-in maps available:

Worldwide maps (used to show countries): World, Europe

Country maps (used to show places): Belgium, France, India, Italy, Netherlands, Philippines, South Africa, United Kingdom, United States.

If you want to view another map not currently on the list, please review this list of available maps, then raise a request with your Account Manager or with the erwin Support Team.

Highlighting countries on Worldwide maps

When using Worldwide maps, you must have a user-defined property on the object to store the country code. This must be a Single-Line Text property.

The country code is a two-letter code which adheres to the ISO 3166-1 standard, such as GB, US, FR. Read more about ISO 3166 here, or here on Wikipedia.

Highlighting places on Country maps

When using Country maps, you must have a user-defined property on the object to store the latitude and longitude reference for the place you want to show. This must be a Single-Line Textproperty.

The format for the value is '[latitude],[longitude]' - such as 48.856614,2.352222 for Paris.

Latitude values can be either North (N) or South (S), while Longitude values are either East (E) or West (W).

When entering these values in Evolve, please use a plus sign '+' instead of N and E, and use a minus sign '-' instead of S and W.

What do you want to do?

Create a new Vector Map for your page

These instructions assume that you have already created your page, including any filtering you may want so that only the objects you want displayed are shown.

To create a new Vector Map for your page:

          1. Ensure the Layout node for your element is set to List (Simple)

          For an Index Page the Layout node is the one directly under the Object Type node.

          For an Object Page the Layout node is the one directly under the Association Type node

          2. Right-click the Layout node and choose Add Behaviors > Maps > World Map (jVectorMap)

          A World Map (jVectorMap) node is added below the Layout node

          3. Select the World Map (jVectorMap) node and set the properties:

i.Use the Map drop-down to select the map you want to use

ii.If you are using a Country Map to show places in a country, use the Lat Lang field to enter the Scriptname of the Property Type used to store the latitude/longitude value

iii.If you are using a Worldwide Map to show countries, use the ISO Code field to enter the Scriptname of the Property Type used to store the ISO value

          Always use lower case for Scriptnames.

          4. Save your Site.

          The Site is saved and the map is created.

 

Working with Bar Charts (Simple)

Working with Bar Charts (Simple)

The Simple Bar Chart behavior requires that you have a specific Whole Number or Decimal Number property on your object which is used to store the value you want displayed on the chart.

The Simple Bar Chart behavior displays a simple bar chart on your Index Page, listing objects on the y axis and referencing number properties on the x axis.

You can specify the maximum number of objects to display.

To create a Simple Bar Chart display on your Index Page:

          1. Ensure the Layout node for your element is set to Layout (Empty)

          2. Right-click the Layout node and choose Add Behaviors >Bar Charts > Bar Chart (Simple)

          A Bar Chart (Simple) node is added below the Layout node.

          3. Select the Bar Chart (Simple) node and set the properties:

i.Use the Node Name field to set the title of the chart as it is displayed in the web page.

ii.Use the Unit field to enter the name of the unit that is displayed on the x axis.

iii.Use the Limit Number field to enter the maximum number of objects to display in the chart.

The name displayed on the legend at the top of the bar chart is taken from the Name of the Property Type you are using on the x axis.

          4. Right-click the Object Type node and choose New Property Group > Empty Group

          An Empty Property Group is added below the Object Type node

          5. Select the Property Group and in the Selected Properties area, select the property you want to base the bar chart on

          6. Save your Site.

          The Site is saved and the bar chart is created.

 

Working with Multi-Axis Bar Charts

Working with Multi-Axis Bar Charts

The Multi-Axis Bar Chart behavior requires that you have a two specific Whole Number or Decimal Number properties on your object which are used to store the values you want displayed on the chart.

The Multi-Axis Bar Chart behavior displays a simple bar chart on your Index Page, which compares the values of two properties of the objects referenced.

The chart has two scales, one for each property shown.

To create a Multi-Axis Bar Chart on your Index Page:

Make sure you use the Filter Properties controls on the Object Type node to ensure you filter the list of displayed objects so that not too many are returned.

Always use lower case to enter Scriptnames.

          1. On the Object Type node, in the Selected Properties area, select the two properties you want to be referenced on the chart

          2. Ensure the Layout node for your element is set to List (Empty)

          3. Right-click the Layout node and choose Add Behaviors > Bar Charts > Bar Chart (Multi-Axis)

          A Bar Chart (Multi-Axis) node is added below the Layout node

          4. Select the Bar Chart (Multi-Axis) node and set the properties:

                              i. Use the Node Name field to set the title of the chart as it is displayed in the web page.

                              ii. Use the Value Axis-1 field to enter the Scriptname of the first property you want to be displayed.

                              iii. Use the Value Axis-2 field to enter the Scriptname of the second property you want to be displayed.

                              iv. Use the Axis-1 Unit field to enter the name of the unit that is displayed for the first property.

                              v. Use the Axis-2 Unit field to enter the name of the unit that is displayed for the second property.

The name displayed on the legend at the top of the bar chart is taken from the Name of the Property Types you are referencing.

 

                              vi. Use the Direction drop-down to choose whether you want the chart to be displayed horizontally or vertically

                              vii. Use the Legends Min/Max/Step field to specify the scale of each axis, setting the low end of the scale, the top end of the scale and the interval value                               - using for format low:high:int,low:high:int

                    For example 0:100:10,0:500:100 means that Axis 1 starts at zero and ends at 100 with steps of 10 units, while Axis 2 starts at zero, ends at 500                     and has steps of 100.

                              viii. Use the Hide Empty Data check box to specify that the chart should not display any objects where the two properties referenced have no value

          5. Save your Site.

          The Site is saved and the chart is created.

Working with Simple Bubble Charts

Working with Simple Bubble Charts

A Simple Bubble Charts allow you to compare objects of the same type, by analyzing three levels of data and using the values to affect the size and position of the representations on the chart.

One value is used to position the bubble on the X-axis, another value is used to position the bubble on the Y-axis, while the size of the bubble is based on the third property.

With its accompanying Data Quality Chart, it also enables you to see where your data is incomplete, by highlighting objects that do not have values set for the properties you are referencing.

If you want to use a Bubble Chart that visualizes data from associated or indirectly associated objects, see Working with Cluster Bubble Charts.

The Simple Bubble Chart requires three properties to compare - and these must all be either Whole Number or Decimal Number properties - or they can be Drop-Down properties where the Abbreviation contains a number.

Why and how should you use one?

You should use a Simple Bubble Chart when you want to visualize a comparison between objects based on three properties.

A typical example would be to have some Application objects with three useful properties:

1. Cost - a Whole Number property to represent the monetary cost of the application

2. Business Alignment - a Drop-Down property ranging from '0 - Unknown' to '5 - Very High', which represents how important the application is to the business

3. IT Alignment - a Drop-Down property with the same range as Business Alignment, which represents how well aligned the application is to your current IT infrastructure, support and competencies

In this example the IT Alignment is used as the X-axis, the Business Alignment is the Y-axis, and the size of each bubble is based on the Cost.

Where and when can you use one?

Use the table below to see where you can use a Simple Bubble Chart:

Page Type

Parent node

Tabs

Number on page

Editable

Index Page

Object Type node

The chart must be in a Tab, but there can only be one Tab

The Bubble Chart must be the only item on the page

No

What would you like to do?

Add a Simple Bubble Chart to your page

These instructions assume you have an Index Page node, containing a Tab Controller with one Tab that includes an Object Type node.

The result will be an Index Page including two Tabs, one which you created and named yourself and that holds the Bubble Chart, and the second which is automatically created and is used for the Data Quality Chart.

          1. Select the Object Type node and ensure all the properties you want to reference are selected in the Selected Properties area

          2. If you want to filter the list of objects displayed, use the Filter Properties area to apply any filtering

          3. Switch the Layout node beneath the Object Type node to Empty

          To do this: Right-click the Layout node and choose Switch Layout > CW > Empty

          4. Add the Bubble Chart (Simple) behavior to the Layout node

          To do this: Right-click the Layout node and choose Add Behaviors > Bubble Charts > Bubble Chart (Simple)

          A Dashboard Bubble Chart node is added

          5. Select the Bubble Chart (Simple) node and configure the following settings:

oUse the Node Name to set the title of the chart as it appears in the web page

oUse Circle to specify the Scriptname of the property you want to use to affect the size of the bubble

Always use lower case when referring to Scriptnames

oUse X to enter the Scriptname of the property you want to use on the X-axis

oUse Y to enter the Scriptname of the property you want to use on the Y-axis

oUse the three Data Quality settings to choose whether the corresponding properties are Drop-Downs (Lookups) or number properties

Choose 'Lookup_Abbreviation_Not_o' if the property is a Drop-Down

Choose 'Not_Equal_To_o' if the property is a number

oUse Circle Unit to specify the text to be displayed on the chart for the bubble size value

oUse X Unit to specify the text to be displayed on the X-axis - leave blank to use the Property Type Name

oUse Y Unit to specify the text to be displayed on the Y-axis - leave blank to use the Property Type Name

oUse Circle Intersection Object Type to specify the Scriptname of the Object Type used on the Object Type node

          6. Save your Site.

 

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