Create a hierarchy graph type

Create a hierarchy graph type

The hierarchy view for the workspace admin is very useful but unfortunatley we cannot produce a graph that replicates this functionality for the end users.

As partners, we've been regularly asked by our clients to provide more graph related views of the underlying structure and data.

The idea of such a graph would be that you generate a hierarchy graph based on a defined list in a module that utilises the list hierarchy as the graph structure. You can then use any line item to populate the values in the different boxes. I have loaded an example as an attachement. In this example, the line item chosen to display in the boxes is just the item name.

7 Comments
Community Manager
 
Status changed to: Your support is needed
Certified Master Anaplanner

As a Work Space Admin, I can click a list and see it's hierarchical tree view, dig down into various levels and see how things roll up. In our model we have 3 major hierarchies that traverse the entirety of the model.  There are cases where a few non-WSA users need to be able to visualize the hierarchies (because some are 6 levels deep and very complicated)

 

The trouble is I can't show it to them without having to export it to Excel and let them do it manually.  I'd like an object that I can place on a dashboard that lets me display a list's hierarchy.  This object should be interactive so they can expand and collapse the levels as they need i.e. the same way I can in a list's settings "tree view" tab.  See the example image below for clarity.

 

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Community Manager
 
Status changed to: Your support is needed
Community Boss
 
Status changed to: Under Investigation
Occasional Contributor

In order to be able to do planning for HR, Anaplan needs to add an organization chart visual. This should show the hierarchy relationship between employees/positions as well as can be used to should other hierarchies in Anaplan. The visual will need to have a box around each member and then lines to show the relationship. Each box should have the ability to show attributes of that dimension (for example: Name and Title for an employee.)

Community Manager
 
Status changed to: Your support is needed
New Contributor

I would add that this visualization could be used for territories and sales crediting if it had the following:

- Attributes of the dimension are date effective

- Attributes of the Dim/Node can be categorized

- Hierarchy itself can be expanded / contracted / edited and also date effective or versioned

Thanks~

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