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Define a Model View Chart

Your model contains a great deal of information on both project design and project management, and a major benefit of the Chart feature is providing the facility to capture, summarize and present that information in the form of a Model View table that you can operate on both as a single element and as a list of selectable items. On one diagram you can put a number of Model View elements reporting on different aspects of the model, to create a tailored automatic status review of your project.

For a Model View Chart, the type is defined in the template and the content is defined in the SQL Query that you create as the data source. After you generate the Chart, you can perform a number of operations on the data it displays, including changing the organization of the columns in the display.

Access

Select a Chart element on a diagram or in the Project Browser, then use any of the methods outlined here to open the Chart element's 'Properties' dialog.

Ribbon

Design > Element > Manage > Properties > Source

Menu

Element | Properties | Source

Context Menu

Right-click on element | Properties | Source

Keyboard Shortcuts

Alt+Enter | Source

Other

Double-click on element | Source

Specify Content

Field/Button

Action

See also

data panel

Type in the SQL Query to define what type of data to extract from the model, and what structures in the model to extract it from. For example:

     SELECT t_object.Name, t_object.Status, t_object.Author FROM t_object WHERE t_object.Object_Type = 'Change'

This Query returns a list of Change elements, showing the element name, status and author. Column names will display as returned by the database (unless you are using a translated edition of the system, in which case translations might be automatically applied).  Columns can also be aliased by appending AS '<column name>' after the column reference.

You can also use #<macro>#s as string substitutions, as for other SQL Search Queries.

Create Search Definitions

OK

Click on this button to close the dialog and generate the Chart.

Cancel

Click on this button to abort the changes and close the dialog.

Edit Chart Entries

Having created the Model View Chart, you can drag the borders of the element to a suitable display size, manipulate the display as for other Search views, and work on individual entries through a context menu. Right-click on the element and select the 'Edit List View' option, then right-click on the element or a specific item to display the 'edit mode' context menu.

Context Menu Option

Action

See also

Exit Edit Mode

Close the Chart as a list of accessible entries and revert to the Chart as a single element.

Properties

Open the 'Properties' dialog for the selected item in the Model View.

Copy Selected to Clipboard

Copy the selected item to the clipboard.

Documentation

Display options to generate a report on the selected item or items, either as:

  • One report on all selected items, or
  • A separate report for each of the selected items

In either case, the 'Generate Documentation' dialog displays. If you have selected to generate separate reports, the 'Generate Documentation' dialog displays separately for each report in turn.

Generate Documentation

Create (Edit/Delete) Linked Document

Open the Linked Document Editor to create (or edit) a linked document on the selected item.

OR

Delete the existing linked document on the item.

Find in Diagrams

Locate the selected item in any diagrams in which it is used.

If the item is only used in one diagram, the display switches to that diagram with the item highlighted on that diagram.

If the item is not used in any other diagram, or is used in more than one diagram, the 'Element Usage' dialog displays.

Show Element Use

Find in Project Browser

Locate and highlight the selected item in the Project Browser.

Notes

  • As long as the SQL Query contains the alias ea_guid AS CLASSGUID, you can also drag items out of the list and drop them onto the diagram containing the Chart element, in the same way as you would from the Project Browser
  • Within edit mode, you can manipulate the column headings as for other search outputs, including changing the widths and sequence of columns, toggling the filter bar, moving headings into and back out from the 'Field Chooser' dialog, and grouping entries within a hierarchy of properties ('Group by Column'); the heading arrangement you set remains in place when you subsequently redisplay the diagram, until such time as you specifically change it

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