Creating a Diagram from an Image

Prerequisites

The diagram image is no larger than 930 by 600 pixels. With larger images, users are required to scroll to see the full image in the Strategy tab.

You are running the goal diagram editor. For more information, see Adding a Diagram.

Context

You use the Custom Image format to create a diagram based on a custom image that you import into the application. This allows you to visualize the organization's overall strategy in a way that is visually consistent with the organization's branding.

Custom Image format is good for any goal, process, map or organizational diagram for which you have a pre-existing image.

You can also use this format to build a high-level diagram that links to the current context as well as to other contexts as defined in the administration application.

Procedure

  1. In the goal diagram editor, choose Custom Image from the Format drop-down field.
  2. In the Design section of the navigational panel, select Browse next to the File Name field to select a file for your custom image.

    You can import an image that is one of these file formats: BMP, GIF, JPEG, or PNG. You can use only one imported image per diagram.

  3. In the Select Items to Show on Diagram section of the navigational panel, select the objects you want to overlay on the diagram. You can select the context and KPIs if your diagram contains those objects.
  4. Drag each hotspot object to the appropriate area of the diagram so that the object overlays the image. The overlaid objects function as hotspots on the image.

    Hotspots are invisible in the published diagram, but allow users to click a part of the custom image and drill down into the Detail page for the mapped object.

  5. You can do any of the following functions as appropriate:

    Function

    Navigation

    More Information

    Add or remove objects in the diagram, including text objects

    In the Select Items to Show on Diagram section of the navigation panel, select or deselect the checkboxes depending on the objects you want to display.

    An object is any vision, mission, perspective, objective, or KPI that has been defined in the administration application.

    If you remove a perspective hotspot object from the diagram, its associated objectives still remain available as hotspots in the diagram.

    Change the image

    In the Design section of the navigation panel, select the Browse button next to the File Name field to select a new file for the image.

    You may need to readjust the position and size of all hotspot objects.

    Change the font color of all overlaid hotspot objects

    Choose Start of the navigation pathAction Next navigation step PropertiesEnd of the navigation path and specify the Border color.

    The font color is only useful while developing the diagram. When users see the diagram in the Strategy tab, the text is invisible.

    For more information, see Properties.

    Change the font color of a single overlaid hotspot object

    Double-click the object in the display area of the diagram and specify the Border color. This property overrides any default property.

    The font color is only useful while developing the diagram. When users see the diagram in the Strategy tab, the text is invisible.

    For more information, see Properties.

    Control the display of status indicators on objects in the diagram

    Select the Display Scorecard Status checkbox and/or select the Display Scorecard Trend to display these indicators in the diagram.

    Status and/or trend indicators appear only for objects whose performance is measured. For example, a perspective shows a status indicator when it is measured by an index of objectives.

    To display status and/or trend indicators for the mission, the scorecard administrator must first define the context to be measured by an index of perspectives or by an indexed KPI.

    Create a text object

    In the Text Items section of the navigator panel, click New and enter text and a URL link to add a text object to the diagram.

    You use text items to incorporate additional information that does not come directly from the defined strategy. You can also use text items to add a URL link that supports the information in the diagram. In the application, users can click the link to the Web page from the published diagram.

    When you exit the dialog box, drag each text object to the appropriate area of the diagram so that the object overlays the image. The overlaid text object functions as a hotspot on your image.

    Move an object

    Select the object and drag it to a new location. You can also double-click it and specify new coordinates in the Properties dialog box.

    None.

    Resize an object

    Select the object and use the resize cursor to change its size. You can also double-click it and specify a new size in the Properties dialog box using numbers.

    None.

Next Steps

Creating a Diagram Automatically

Creating a Diagram Manually

Publishing and Unpublishing Diagrams