A downloadable pdf version of both these release notes and the full OrgVue Dashboard Catalogue are available at the bottom of this article.
On Demand Column Refresh
On Demand, calculated properties are created to assist performance by only calculating when you choose to update them. In the past, to do so, you would have to open a node's properties, find the calculated property and select to calculate. Now, if the property is displayed as a column, you can click the Calculate button at the top of the column to calculate the fields.
When opening a large dataset with its full range of properties, it can take a long time to load. If you're only planning to use a sub-set of the properties, spending time opening ones you don't plan to use could be frustrating. Now when you open a dataset, you can be given the option to select which properties you want to load, if one or more properties have been tagged "aggregate". You can do this from the Edit Property dialogue:
Please Note: when you edit the property tag, you may notice that the property name turns green. This signifies that something has changed with the property. See property name colours for more details.
When you re-open the dataset, you will be presented with an additional filter, enabling you to filter by property. (This is in addition to the existing aggregate functionality which enables you to select a sub-set of nodes to load).
The left hand side of the filter shows the tagged properties and allows you to filter nodes by those properties. The right hand side of the filter shows the list of all available properties and allow you to select which ones to open.
Certain properties will be mandatory, such as:
- Parent ID
Other properties can be made mandatory, from their settings dialogue.
Please Note: If you select a property which has dependent properties, but do not select the dependants, the property will not work. You must remember to select dependants too. Dependent properties are not automatically selected or highlighted. If you do not know which ones they are, you'll need to look in the property values and find them. For example, a Salary Roll-up property which calculates the salary costs for managers, would need the Current Salary field to be present.
Open or Add
When you've selected the nodes and properties required for the server-side filter, you can choose to Open or Add:
- Open will open the dataset with the filters applied. Saving will apply any changes you've made to the data, but server-filtered data will remain available to open next time.
- Add will add a filter to your main screen, allowing you to filter the dataset this way any time you like. Add also gives you the option to create a branch with this server filtered data (from which the rest of the data would not be available).
Including ghost records
If you were to use the above method to filter the nodes you choose to load, by department for example, ghost records would not be included in the results. To enable ghost records, you need to tag the parent property with the tag "index".
Please Note: A ghost is created when a filter removes nodes, without which the results would not make as much sense. For example, if you filter by department = HR and the HR Director is in the "Executive" department, the HR Director will appear as a ghost (as a 'greyed' record) because they are not part of the HR department.
The Properties panel now includes a search function, allowing you to quickly find the property that you want to display. Any part of the word will display results. For example, "rol" might return "Role", "Salary Rollup", "Bonus Rollup" etc.
Save As With Selected Properties
This allows you to create your own "slim" dataset, by reducing the number of properties which get saved.
Please Note: This will not create a branched dataset. The data will not be refreshed with the original dataset.
- Open the dataset.
- Select the properties you want to see. Don't forget any dependencies
- Click the Save button.
- Enter a Name for the new dataset.
- Check the "Selected properties" box.
- Click Save.
Dynamic cards have been introduced to allow you to display different card types for different nodes, in Tree View. You may choose to use this to display different levels of detail for different types of node, for example.
To use the dynamic cards, you need to have a property which specifies which type of card to use for each node:
Please Note: There are several ways to set up a property for this, including as a simple text field, in which you enter the card type for each node.
Then you can select the Dynamic card type and that property from the Card panel.
After months of experimental uses, we've formally introduced Process Card to the standard Card family in Tree view. In a process mapping and re-design workshop, Process cards with additional information are useful for understanding and analysing works. Unlike other Cards, the Process Card is only available from the Processes tab because of its specific use case.
Process cards allows you to design and generate graphical Process cards depending on the data available and how you want to use it.
- For each process, it displays title, subtitle and icon.
- The cards can display up to 6 additional properties with chosen icons representing property names.
- There's also space for displaying one or two selected measures using star rating if relevant. Or you can choose to use this space for displaying description for your activities.
- If you've applied colours to the data, the colour will affect the card border, sub-title and icon.
The Process Cards defined in Tree view can be loaded and printed from the Print Cards dashboard that will be available soon.
Home Screen & Login UI
The OrgVue login screen and home page have been updated and improved to make them easier to use and to improve the functionality.
If you have multiple tenants available, the following screen will allow you to select which one you want to open. Checking the Remember tenant box will bypass that screen and take you straight into the OrgVue home page.
Please Note: The remember tenant option will keep you in the same tenant in case you should need to refresh the browser, or to close and re-open the browser for any reason. After logging out of OrgVue, your selection will be reset and you'll be presented with the tenant selection screen again.
You will see that the background colour is now white, and the tabs have been improved. You may also note that the Dataset Search is now on the left-hand side of the header bar, and the Group By control is now on the right.
Drag and Drop
Previously, if you accidentally uploaded Role data into the People tab, for example, you would have no choice but to delete it and re-upload in the correct tab. Should you accidentally upload a dataset into the wrong tab, now you can drag it to the correct tab and release to move it. It is also possible to select multiple datasets and move them, or drag to the delete button to delete them.
Please Note: If you have set up any links in the dataset, moving it to a different tab will break those links. If you need to move a branch, it cannot be moved on its own. Branches are automatically moved with their parent dataset.
The Filter dialog now includes a search function to allow you to find your filter criteria quickly without having to scroll through the whole list.
The previous behaviour of the filter control was that you had to click "Apply Filter" to apply your selections, but clicking on "Clear Filter" would clear your selections and apply that to the view immediately. To improve performance and to allow for further changing of selections, the new behaviour is that when you click "Clear Filter", it will only clear your selections.
- To clear the filter selections from the view, you must click "Apply Filter", or hold down the CTRL key on your keyboard, whilst clicking the "Clear Filter" button.
Set Property Node Count
When using the filter control to "Paint with data" (that is, to drag a filter category onto another, thereby changing the properties of that category), OrgVue now displays the number of records that will be affected.
Some additions have been made to the syntax that will be accepted in the Search Pane:
The operators AND and NOT can now be used to improve your search, for example
Similarly, method application also works, for example:
Search Parking Lots
At the top of the search pane, you will now see a drop down list, with "People" selected by default. Now you can select your current Parking lots to apply search criteria to.
Please Note: for the parking lots to appear in the drop down list, you need to refresh the data after creating the parking lots.
Search Properties to Select Pages
Previously, to select one or many properties to page by, you had to scroll through the list, select one, then move onto the next list, scroll through and select another, and so on; with this version of OrgVue, you can search for your required property by entering all of part of the property name, and select multiple properties to be added to your list.
Improved Error Messaging
Error messages are now simplified to make it easier to report the issue to the support desk.
A ghost is created when a filter removes nodes, without which the results would not make as much sense. For example, if you filter by department = HR and the HR Director is in the "Executive" department, the HR Director will appear as a ghost (as a 'greyed' record) because they are still part of HR. As part of this new release, if you copy data which includes ghost records, OrgVue will give you the choice to copy the ghosts or not.
Property name colours
Changes to property names are now highlighted with colours meaning:
- Blue - A new property has been created
- Green - An existing property has been edited
As before, a change to the value of the property will make the property name bold, until the changes have been saved.
Drag Multiple Properties to Delete/Revert
If, for example, you wanted to delete all date related properties from your dataset, maybe as part of getting rid of identifiable data; up until now, you would have to find each property and drag each one to the delete button, or open each property's settings and click the delete button. Now you can use an expression, or the property search to identify all required properties, then drag them to the delete button.
Similarly, dragging multiple properties this way, to the Revert button, will revert any node changes to those properties.
Create Links improvements
In a dataset which includes links, the dialogue now allows you to further change your original selections, and save time by allowing you to complete multiple operations in one.
For example, when you drag a link to another node, the Create links dialogue opens. Now you can drag further nodes and/or links into the dialogue to make more changes in one go.
Hierarchical Expressions Automatically Update
Where you have hierarchical expressions (as defined in the properties for rollups, for example), and a value is changed in that hierarchy, the values above it in the hierarchy are now automatically updated, thereby saving the need to recalculate all of the data.
For example: If you have a dataset with a salary rollup column, and you change the salary of one of the level 4 nodes, the salary rollup value for the level 3, 2, and 1 nodes will be automatically updated for you.
Refresh Prompts On-Demand Recalculation
Previously, if you changed the data of a dependency of an on-demand column, the only way to update the on-demand column was to find the property in the node properties pane and update it from there. Refreshing the data would have no effect. Now, when you refresh the data, if there are on-demand columns which would be affected, the system will present you with a list of those columns and allow you to choose whether to update them or not.
Please note: These properties were likely to have been made "on-demand" to improve loading and refresh performance. Please bear that in mind when selecting to recalculate them.
Holding the Ctrl key and clicking Refresh will automatically refresh the data without opening the dialogue box. All properties which have been selected in that dialogue previously will be recalculated. As above, please bear in mind performance when choosing to do this.
Save with Comments
The save function now includes the ability to attach comments to the dataset each time you save it. This is to help find the reasons for changes when auditing. Your comments will not be available to view from within the main OrgVue window, but they will be visible in the transaction endpoint (available to administrators).
The 2.26 release introduces two new dashboards:
- Word Cloud
- Chart Matrix by Measures
Bar Chart Matrix has been renamed Chart Matrix by Dimensions (see below) and a few improvements made, and significant improvements have been made to a number of existing dashboards.
With introduction of Word Cloud, we’ve made a step forward to qualitative analysis. You can create a cloud of words sized by any chosen measure - not just frequency. Applying size directly to the words, it allows readers to quickly identify the most prominent group and compare relative prominence between groups in an engaging way.
Figure. Reasons for absence are sized by frequency
The dashboard provides controls over maximum number of words displayed, linear or logarithmic scale for word sizes, shape of clouds and word orientation.
Figure. Presenting the word clouds in a way you like
Please note: The current version does not create usable outputs straight from free form text. To create a word cloud out of qualitative survey answers for example, it requires pre-processing of the text using a third party tool, then use OrgVue to visualise the final output.
Chart Matrix by Dimensions
Renamed from Bar Chart Matrix
Given the popularity of this dashboard, we have added a few more configuration options for improved charting experience including:
- Display value labels as percentages
- Choose to show or not show empty buckets
Figure. Distribution of employees by gender, age, department and recruit channel in percentages
Chart Matrix by Measures
This dashboard is related to Chart Matrix by Dimensions. It lets you compare multiple measures for the same set of categories or bins.
Incorporating user feedback we’ve re-engineered the Numerical Analysis dashboard (now deprecated) and developed Chart Matrix by Measures with improved usability.
It gives you more control over how multiple charts are presented such as alignment, axis scales, sort and number of buckets shown.
Figure. Two measures for different areas and genders (colour) sorted in descending order respectively
Using the Paging feature, you can bring in new dimensions or measures to the charts for further slicing and dicing, and get subtotals.
Figure. Two measures for different areas for female employees, sorted in descending order for the first measure
Before 2.26 it served a single use case, i.e. getting overview of headcount split. Now it provides additional aggregation and label options so it can be used more widely.
Figure. Gender split in total FTE labelled with %
The most noticeable change is the look and feel. The Processes dashboard now has a cleaner look as well as an optimised layout.
Figure. Example sales process map
In process mapping, it is common practice to use symbols and icons to indicate different process types. We have improved the workflow for assigning and displaying icons including the Color Panel showing the icon legend available across Views.
Please note: The icons should be defined and managed through a Lookup dataset. This way the icons are available to use globally in other Dashboards and Views.
Figure. Example HR process map with icons and icon & colour legend displayed on Color Panel
With introduction of icons() , the Help button that used to give you the icon catalogue on the canvas has been removed.
Please note: icons() Expression is currently only available while you are in the Processes Dashboard. It will be available everywhere soon like other Gizmo Expressions.
We have added a series of features to support milestone mapping and management. Now the Gantt Chart dashboard can be used to chart not only items defined with date range but also items defined with a single date, typically due date.
- Using the same method described above in the Process dashboard, the Gantt Chart can display icons for your milestones.
Figure. Milestone shapes defined with icons
- It lets you group milestones by multiple dimension and shift groupings easily.
Figure. Milestones grouped by Work Stream and Product
Figure. Milestones grouped by Product and Work Stream
- Set custom date range to zoom into a certain period.
Figure. Custom date controls
- To update plans, double-clicking on an item will open a dialogue to change the relevant date property value.
Figure. Changing end date for a milestone
With a refresh of the dataset, the new end date will appear on the dashboard and the card.
Figure. Summary card shown when you hover the cursor over a milestone
This dashboard is one of the core features for the Competency Management Module that is in development. It presents a skills matrix that lets you scan the competencies you have in your organisation and read how each proficiency level is defined.
Figure. Example competencies with their proficiency level description
With assessment data the dashboard shows average and number of people for each competency with a heatmap.
Figure. Number of people for each proficiency level is indicated as a heat-map
Further it shows who those people are.
Figure. Employee names are displayed underneath each proficiency level
Improved usability and consistency
Alongside developing new features, we have continued to improve and iterate on the overall User Interface in order to ensure the user's dashboard experience is consistently good. In this 2.26 release, we focused on unifying and improving Side Panel controls and getting common behaviours across all dashboards. For example,
- Copy data feature added to Box Grid.
- Show empty buckets option added to Chart Matrix by Dimensions and Diversity.
- Property search bar added to all relevant dashboards, to make it easier to find and select the properties.
Figure. Searchable properties list
- Date selection made quicker with the calendar widget.
Figure. Date range control in 2.24 and 2.26