Visualize Screen

You can trigger the Visualize application as a stand-alone application from Modeling as well as from Process Management. In both of these cases the system opens the application in a separate browser tab. The application can also be used for embedded report elements in Report Management.

Key Features

The basic set of features is identical in both cases:

Key Feature Use
Annotations Palette If you have set the Enable Annotations checkbox for the chart in the properties panel, the Annotations Palette is available on the left-hand side of the screen where you can comment and annotate the data in the chart.
Save Saves the visualization. If the visualization is an embedded report element, the report itself is not affected by this, because it has to be saved separately.
Undo Performs an undo of the last editing operation in the visualization. The undo/redo stack is cleared when you save.
Redo Performs a redo of the last undone editing operation in the visualization. The undo/redo stack is cleared when you save.
Cut Cuts out the selected content of a visualization so that it is available for pasting.
Copy Copies the selected content of a visualization so that it is available for pasting.
Layout You can manage layout variants here. One layout is always marked as the default and the others can be selected as required.
Properties Panel
The properties on the right-hand side of the screen contain a chart structure panel to customize the visualization of the following chart types:
  • Bar/column
  • Stacked bar/column
  • Area
  • Line
  • Time series
  • Heat map
  • Numeric point
  • Dimension value
  • Donut
  • Pie
  • Sunburst
  • Sankey
  • Sheet
  • Process
  • Relationship
  • Waterfall

In addition to the data from the underlying input/output activity, additional calculated measures and calculated dimensions can be defined and filled using scripted calculations. These calculated measures and dimensions are then available and included in all further settings.

The data can be sorted by multiple fields, and in ascending or descending order if needed.

Under Chart Settings you can choose the measures and dimensions relevant for visualization. In addition you can define drilldown fields, which provide an easy and interactive way to go into details.

For certain chart types you can enable annotations. This allows the individual commenting of data points and the drawing of lines. For time series, there is also a list of predefined financial and mathematical annotations available (for xample, trends and regressions).

You can switch some chart types to “editable” which allows graphical changes of data. If data on aggregated level is changed (like a bar for example), the delta change is automatically distributed to all underlying data records. These data changes cannot be saved permanently, but are available for client-side simulations.

Under Field Settings you can maintain a value selection for each dimension . Based on the chart type, you can also define a pattern, color and icon. For measures, you can also maintain aggregations.

Under Styling you can set the background color and a background image, title position, axis labels and legend positions.

Advanced Features

The following advanced features are only available for embedded report elements and specific chart types.

Drill-Through

Drill-through is available for all report elements of a report and can beaccessed by right clicking a data point or node in the chart (on tables long touch). It offers all other report elements and their layout variants as a target. All filters, story filters, visualization field setting filters as well as the dimension values of the selected data point or node are handed over to the target chart.

Flow Animation

The flow settings for Flow Animation are available for process and relationship diagrams. If a Flow field is selected in the properties, its values are offered in the diagram for flow animation. It is especially helpful to animate the flow through activities in Process Mining Analysis.

Procedure

Follow the steps below to trigger Flow Animation:

  1. Open the context menu for a Process or Relationship diagram (right mouse click).

  2. Choose Flow Animation and select one or more flow animation values.