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Data Model and Data Visualization Add-on Documentation > User Guide > Data value graphs > Using data value graphs
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Using configured data value graphs

Overview

If you have the necessary permissions enabled for your role or profile, you can create data value graph configurations and generate graphs based on configurations created by others.

There are two primary types of data value graphs: Standard and Org chart. The Standard graph can display values from multiple tables and represent relationships using both lines and containers. In contrast, an Org chart displays values from a single table in a conventional tree-like hierarchy. Org charts have two available view modes that rely solely on the line relationship type.

The following sections provide additional details on data value graphs:

Using standard data value graphs

When viewing graphs, you can:

The following image and table highlight the available features when viewing a data value graph:

/data-value-graph-options.png
Note

It is not shown in the image above, but a double arrow displays to indicate nodes are linked multiple times using the same link.

1)

Export a PDF, PNG, or SVG of the current graph.

2)

Undo your last action, change graph orientation, toggle the filter pane (shown), edit graph configuration options, and zoom.

3)

Enter and exit fullscreen mode and select the '?' to view the documentation related to data value graphs.

4)

In the filter pane, the search field allows you to search for data values in the graph. As you enter text in the field the list of nodes narrows to only those that include the entered text. Once you find the element you are looking for, select the node to center the graph on it. The filter pane also allows you to toggle display of nodes in the graph.

5)

Selected nodes and relationships are highlighted in red.

6)

Right-click nodes and relationships to expand their context menus.

7)

Drag the mini-map in the Overview tab to re-orient the graph. You can also drag the box to any of the graph's four corners. The tables tab contains a legend to help you identify the tables containing the values displayed in the graph.

An arrow icon on a node indicates the availability and display type of related nodes. Administrators set display types during configuration. As shown in the following image, a given node can hold up to four relationship types:

/data_value_node_expand_arrows.png

Context menus

When you right-click a node or relationship, its related context menu displays and allows you to:

Using Org chart graphs

An Org chart displays a tree-like hierarchy and has the following view modes:

The following image and table highlight the available features Org charts displayed in Standard mode:

/org-chart-options-1.png

1)

Export a PDF, PNG, or SVG of the current graph.

2)

Search (not shown in above image), undo your last action, edit graph configuration options, and zoom.

3)

Hover your mouse over a node. Use the small arrows that display above and below the node display the nodes parents and children, respectively.

4)

Right-click nodes to expand their context menus and select:

  • Open record to view the record's details.

  • Switch to Step by step mode to change the view mode.

5)

Hover your mouse over a node to display a pop-up with additional details.

6)

Drag the mini-map in the Overview tab to re-orient the graph. You can also drag the box to any of the graph's four corners.

When viewing an Org chart in step mode, many of the options described above are available. The following image and table describe features unique to graphs configured to use Step by step mode:

/org-chart-options-2.png

1)

The breadcrumb tracks your progress as you navigate through the chart. Select an item in the breadcrumb to jump to that node.

2)

The number of a node's immediate children displays above each node.

3)

Not shown in the image above are the Show more and Show less buttons. When a node has many children, the add-on automatically caps the number of nodes displayed initially. These buttons allow you to increase or decrease the number of nodes displayed.