You can generate data value and relationship graphs at anytime using default add-on functionality, or you can generate custom graphs after an administrator has created a configuration within the add-on that determines how graph elements display. When tables have multiple configurations, you may select the configuration to load.
To generate a graph:
Navigate to a table containing the data you want to view in a graph.
Select at least one record. Each selection displays in the graph as a node.
From the table's Actions menu, select Visualization > Display selected data.
To generate a graph using a custom configuration:
Navigate to a table associated with a data value graph configuration.
When generating:
A Standard graph: Select at least one record. Each selection displays in the graph as a node.
An Org chart graph with the default view set to Standard: Select at least one record. The graph displays all selected nodes and their corresponding hierarchy until the lowest common parent node is reached. If no common ancestor is found, nodes display individually.
An Org chart graph with the default view set to Step by step: Select only one record. The graph displays the selected record and its immediate children.
From the table's Actions menu, select Visualization > Display data using configuration.
If multiple configurations exist, select the desired option and click Generate.
The add-on hides any graph nodes that correspond to tables or records for which you do not have sufficient permission to view. This behavior applies to linked nodes. For example, a graph configuration may link Node A to Node C via Node B. After expanding A, you cannot view C without sufficient permission on B.