orgvue 3.6b release notes

orgvue 3.6b is our most significant release to date and represents a step change in orgvue's modeling capability. We are proud to introduce nine new features which will greatly enhance orgvue's value to you.

Table of Contents

1. Views and Drafts: Share data securely using Views and collaborate on designs and scenarios with Drafts 
2. Report on changes: report and analyze the changes introduced by a Draft or since your last save
3. Improved search on the Homescreen: Find Datasets, Views or Drafts more easily
4. Open legacy branches: open branches created in orgvue 2 and save them as Drafts
5. Manage descendants: when re-parenting or deleting Nodes choose the action that is applied to that Node's descendants.
6. On-demand calculations: activate on-demand calculations from within orgvue 3
7. Custom color palettes: Create color palettes for your organization and use them in visualizations
8. Manage Pack permissions: share, delete and manage Packs
9. Bulk User Management: Download and upload user's data into orgvue
10. Master and sub-tenant support: Load Datasets from master tenants

And coming soon:

Master and sub-tenant support: Load Datasets from master tenants

1. Views and Drafts

"Views" allow you to securely share specific records and properties with your colleagues and collaborators. Drafts allow you to collaborate on multiple scenarios and alternative options for your organization.

The Views and Drafts wizard

The Views and Drafts wizard can be accessed from the Dataset card on the Homescreen if you are the owner of a Dataset or a tenant admin.

Open the wizard from a Dataset card:

Name, describe and tag your View

On the first page of the wizard you must give your View a name and you can choose to add a description and tags to help you find the View later. You can also choose if you want to create a Draft.

Apply permissions to your View

On the second page of the wizard you can choose who to share the View with and which properties you would like them to see.

Note that permissions applied via RBAC or ABAC take precedence over View permissions. E.g. if at the Dataset or Tenant level a user is unable to see property 'A' then they will not be able to see 'A' within a View.

Filter Nodes in your View

If the Dataset has been configured to allow you to filter Nodes you can do so on the third screen of the wizard. Nodes with the values you select will be included in the View.

Name, describe and tag your Draft

If you have chosen to create a Draft you can do so in the fourth screen of the wizard. Here you must give your Draft a name and you can choose to add a description and tags to help you find the Draft later.

Apply permissions to your Draft

In the final screen of the wizard you choose to share your Draft and, if you choose, allow others to edit particular properties and add and create Nodes (records).

Importing a Draft

You can import a Draft into a compatible Dataset when you are in a Pack by selecting Modeling from the menu bar in workspace.

Once a Draft is imported the changes stored in the Draft are applied to the Dataset. The changes applied can be seen in the Footer and then reverted if required.

Saving as a Draft

If you have opened a Dataset or View via a Pack you can Save as a Draft (whether or not you have made any changes in your session).

2. Report on changes

Once you have made changes to a Dataset or imported or edited a Draft you can analyze your changes using the Changes Report:

Creating a Changes Report

The Changes Report is a new slide type which can be added to your Pack:

The Changes Report

If there are changes present then you will be able to slice and dice your organization data and see changes to measures such as headcount, cost and FTE. Each measure that you wish to report is shown with the As-is (before changes), To-be (after the changes) and Net change values.

Increases in value are shown with an upward arrow and decreases with a downwards arrow.

3. Improved search on the Homescreen

Find Datasets, Views and Drafts more easily on the Homescreen with a brand new way to search. Start typing and results will appear in the context of your Datasets. Select the result you want and you will be navigated directly to the Dataset, View or Draft you have chosen.

4. Open legacy branches

For clients who have "branches" in orgvue 2 these can be opened in orgvue 3 and saved as a draft for continued use.

Note that Drafts cannot be opened in orgvue 2.

5. Manage descendants

When re-parenting or deleting a Node you can now decide what happens to that Node's descendants

1. Preserve children: Move children with the Node or Cascade delete: delete all the descendants of the Node
2. Re-parent to current grandparent: Move as children to current parent's parent
3. Orphan children: Detach all children from the tree

6. On-demand calculations

You can now create on-demand calculations in Settings and activate them in a Pack. An on-demand calculation runs only when you explicitly activate it. You can activate on-demand expressions via the flask icon in the top right hand corner of the screen or in the Data Tab.

7. Custom color palettes

Tenant admins can now create color palettes in Settings for users to work with in Packs.

Edit Standard Colors

Set a palette of Standard Colors which you can use to quickly color your visualizations.

Standard Colors are used for two reasons:

1. When creating a Pack the initial color of the visualization will be the first color defined in the Standard Colors
2. For quick use of coloring a chart or visualization using the organization's own brand colors

Create, edit and delete categorical color palettes

Categorical color palettes can be used to color discrete values within a text property. Coloring by a property such as Department in a bar chart will apply a different color to the individual department values based on the categorical palette chosen.

Within Settings, Tenant admins have the ability to:

1. Create up to 10 categorical palettes with a minimum of 2 and maximum of 36 colors in each
2. Set a default color palette which will be used in the platform as the defaulted color palette option when the user wishes to color by a property.

The color selector only accepts hex codes. Colors can either be selected through the color picker or entered as free text

8. Manage Pack permissions

The Pack management tab on the left-hand side of Settings will present a user with a list of the Packs they have access to. Within the Pack management tab the user can do the following:

1. Share a Pack via a role
2. Edit metadata of the Pack such as the Pack name and Pack owner
3. Delete and restore Packs

Below is the table presented to users from the Packs tab on the left-hand side.

Single Pack edit options allow the user to change metadata, delete and preview the Slides within the Pack.

On multi-select the user has the ability to delete and edit the metadata of the Pack.

The following can be edited through the edit metadata side menu:

1. Users can change the name of their Pack
2. Users can choose to provide read-only or modify access to other orgvue users within their tenant by typing in the role they wish to share the Pack with.

Restore a deleted Pack through the dropdown next to the Pack title.

Through the restore list page the user can restore either one or multiple Packs via selecting on the left-hand side panel or the restore button on the row of the Pack.

9. Bulk User Management

Tenant admins can now manage users in bulk by uploading and downloading user lists.

Download users

Tenant admins have the ability to download the users list in csv or tsv format via the Download button.

Upload Users

Tenant admins have the ability to upload users, in bulk, via csv or xlsx file. The file must have the following column headers and values:

1. Login column must be available with valid email addresses. The upload process will use the Login column to merge.
2. Enabled column must exist with valid values of either TRUE or FALSE
3. Role column must exist. Each user account must have the role of 'user' or 'admin'.

The upload process is made up of three steps.

Upload a csv or xlsx file. Other file types will not be accepted and the tenant admin will not be able to continue.

2. Select operation and worksheet for the file being uploaded. Options to 'Merge' and 'Merge and replace' will take place using Login as the key. Worksheet requires the columns Login, Enabled and Role for the tenant admin to continue.

3. Select the Properties that the tenant admin wants to upload with the users. 'Login', 'Enabled' and 'Role' are required fields and therefore the tenant admin cannot de-select these columns. All other columns can be deselected so that they are left out of the upload process.

10. Master and sub-tenant support

orgvue 3 now supports a master and sub-tenant model which allows Datasets and Packs from a master tenant to be loaded into a sub-tenant securely as a read-only object.