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The matrix chart supports using hierarchy in the X- and Y-population. By defining hierarchy you can show the chart for only population elements that are defined at a certain level. Use of hierarchy is supported for each matrix type. When hierarchy is defined, the chart has selection boxes on the X- and/or Y-axis in which you can select the level that must be shown in the chart.

In the figure below, the chart has 3 levels on the X-axis and 2 levels on the Y-axis. The chart on the left shows the application components that link business processes and devices. This looks the same as when you would create the chart without hierarchy. To create hierarchy, the business processes are connected to locations (in two levels, national and international) and the devices to nodes ("Server cluster"). By selecting different levels the chart will show the application components at location level and/or cluster level. The charts in the middle and on the right show examples of different levels.


Example of a chart with hierarchy


In a chart with hierarchy, the objects of the additional levels need to be connected to the objects of the X- and/or Y-population using composition or aggregation relations. You can choose to use hierarchy for both the X- and Y-population, but also for only one of them. To be able to use hierarchy in a matrix chart, the chart's advanced options must be activated.

To illustrate the use of levels, the following example is used for creating a matrix chart with levels.

Example

You want to create a chart showing the relationships between business processes and devices, indirectly connected via application components, serving relations, and realization relations, showing the application components in the cells (matrix type "Intermediate object"). Levels of hierarchy are added to show the application components on busines process level and location level, resulting in 3 levels for the X-axis, and on device level and node level, resulting in 2 levels for the Y-axis.

The figure below shows the structure of the model and the view with objects and relations the chart is based on. As can be seen in the view, the business processes are connected to locations via composition relations. The devices are connected to nodes via composition relations. These connections are used to create the hierarchy. Please take note that only one of the locations on top level in the view below is linked for the hierarchy. When creating the chart, these unlinked objects will be shown in the chart, but they do not have any relations to other objects.

The result will be a chart as shown in the figure above.


Example model:

Matrix chart with hierarchy.xma

Creating a matrix chart with population levels

  1. Add a chart of type matrix  to the view using the quick-create popup window.

  2. Select the chart, click , and on the Definition tab, in Matrix type, select the type of your choice.

    For the example chart, the type "Intermediate object" is selected. Also, t
    he chart is renamed to "Intermediate object".



  3. On the Definitions tab, click the red cross  next to Advanced options to activate it. The window now shows additional settings for hierarchy. Determine for which axis you want to use hierarchy, and select the relation through which the hierarchy runs for the x-axis and/or y-axis in Hierarchy relation on x-axis and/or Hierarchy relation on y-axis. It can be a Composition relation or Aggregation relation.

    For the example chart, the Composition relation is selected for both axes because that relation type is used in the example view as shown above.



  4. Click the Representation tab and activate Use hierarchy in x-population and/or Use hierarchy in x-population in accordance with the populations you are going to use hierarchy in.

    For the example chart, both settings are activated.



  5. In the chart, click and select the objects that must be shown in the top row of the chart. They form the X population. Because of the hierarchy that you want to create for the x-axis, not only select the elements on the lowest level, but also the elements of the upper levels that will be used in the hierarchy. 

    If needed, add filters. Filters can, for example, be used to select a specific element type by filtering on the basic profile of that type. If you use more than one filter you may need to switch to using OR filtering. By default, filtering in the population window behaves like AND filtering. To switch to OR filtering, click , and then click  in the filter section title. It turns to .

    For the example chart, the Business layer (containing the Business process objects) and Composite elements container (containing the Location objects) are selected. Basic profile filters are added for the Business process objects and the Location objects to show only the objects (the layer and the container also contain relations). Filtering is set to OR.



    As a result, the chart now shows levels for the X-population. By clicking the  you can select the different levels and view them.



  6. Click , and select the objects that must be shown in the left column of the chart, the Y-population. Add filters if needed.

    For the example chart, the Technology layer is selected and Basic profile filters are added for the Device objects and Node objects to only show the objects (the layer also contains relations). Filtering is set to OR.



    As a result, the chart now also shows levels for the Y-population. By clicking the  you can select the different levels and view them.



  7. Click , and select the objects that link the objects from the X- and Y-population indirectly via two relations. The Z-population is used in the chart cells. If there is a relation between the objects via the object of the Z-population, the object name will be shown in the chart cell. Add filters if needed.

    For the example chart, the Application layer is selected. That is where the Application component objects are located (the intermediate objects). A Basic profile filter for the Application component object is added to only show the objects (the layer also contains relations).



  8. Click and select the relations between the objects of the Z-population and the X-population. Select the layer in which these relations are located. Do not select the Relations folder within the layer.

    If the relations are located in different layers, you could also choose to select a higher-level section of the model as the population, for example the model itself. This higher-level selection will automatically include all layers in the model. If multiple types of relations are available in this population, add a filter to specify the relation type that must be used in the population.

    Make sure to set the relation direction in accordance with the existing relation direction(s) by clicking  in the population window until the correct direction is shown.

    For the example chart, the Application layer is selected for the ZX-population because that is where the serving relations between the application components (Z-population) and business processes (X-population) are located. There is no need to set a filter.



  9. Click , and select the relations between the objects of the Y-population and the Z-population. Select the layer in which these relations are located. Just like the ZX-population, do not select the Relations folder within the layer and select a higher-level section of the model as population if needed. Use filters if needed and set the correct relation direction.

    For the example chart, the Technology layer is selected because that is where the realization relations between the devices (Y-population) and application components (Z-population) are located. There is no need to set a filter.



Your chart with levels is now ready. To make the object names in the cells more readable, the cell width and height can be adjusted on the Representation tab of the chart properties window.



Please take note that when publishing the matrix chart to HoriZZon, make sure you have selected the levels that you want to present in the chart. The levels cannot be changed in the view in a HoriZZon site.