Hierarchy Controller Component

Owned by amani imtiyas
Last updated: Feb 21, 2024

This article contains:

1. Overview

  • The hierarchy controller component is mandatory to configure the drill-down of your dashboard. When a hierarchy controller component is added on to a page, it will show the hierarchy nodes that are linked underneath (the next hierarchy level). Hence, hierarchy controller should be repeatedly used in order to show the drill down of the dashboard as it’s setup in Camms.Strategy.

Figure 1.1

2. Configuring the Hierarchy Controller component

Figure 2.1

  • Once the component is dropped on to the page design section, click Edit to enable the configuration mode.

  1. Title – Title will be displayed on the dashboard as a button, and you have the flexibility to edit the name, as it will then display on the dashboard.

  2. Description – You can add a description to your hierarchy summary which will be displayed on the dashboard.

  3. Show Image? – This toggle button is placed to control the visibility of node images in the hierarchy. It will be disabled by default. If you enable this toggle button, you will be able to see the node images added in the hierarchy summary. 

  4. Number of Visible Nodes for Carousel View – You can configure the number of nodes to be displayed on the dashboard home page.

  5. Enable Node Title Height – This toggle button is placed to control the size of the node titles, once enabled you will be able to give a size for the node title.

  6. Number of Characters to Display on the Title – You can define the number of characters to be displayed for the hierarchy node name. 

  7. Hierarchy Node View Mode – You can select a view mode of hierarchy nodes to be displayed on the dashboard home page.

  8. Enable Tooltip for Hierarchy Node Description – This toggle button will enable the tooltip for the description of the hierarchy nodes. Once enabled, Tool tip “Description” will be displayed when you hover over the description of the Hierarchy nodes. 

  • You can configure the summary components to be shown through the above configuration grid. 

  • The project section would have two sections;

    • Project Performance Section.

      • Only for the Project Performance's 'Performance Field' you would be able to tick on the 'Visibility' checkbox of any number of Performance RAGs in the configuration menu of the Hierarchy Controller.

      • You would have the option to either configure the default and custom RAGs manually or select all of them at once using the Select All check-box.

      • The Search functionality has been enabled as well so that you would be able to search for a RAG by its name.

    • Budget Variance Performance Section.

  1. Label Name – You could add a label name to be displayed on the dashboard, as per your requirement.

  2. Sub Label Name – You could add a label name for each Project section, to be displayed on the front end of the  dashboard.  

  3. Visibility – The visibility check-box will be kept unticked by default. If you want the summary to be displayed on the dashboard, you should tick this check box.

  4. Performance Field – This would refer to the performance fields added in your CAMMS product suite. The default would always refer to the default performance indicator. If you have any custom RAGs configured in your CAMMS product, you could use the RAG options placed in the configuration field to extract the performance summary against each item.

  5. Display Mode – You could select the mode to display the summary from the dropdown, either ‘Legend’ or ‘Donut’. For the Map the options would be 'Default' and 'Inline', wherein 'Default' would showcase the Map below the Actions, KPIs, Projects and Risks Summaries, whereas 'Inline' would showcase the Map, right aligned and inline with the Summaries.

  6. Items to Display – You can select which items should be displayed in the controller, either directly linked items to the node or items linked to projects as well. (ex: linked KPI s, Linked KPIs and Project KPI s, Project KPI s).

Notes: 

  • The 'Performance Field' column would be set to 'Default' Project Performance option within the multi-select dropdown.

  • Once the field map is ticked on it will show you a map view on your dashboard with all the locations of actions and projects. (Locations will be shown only if you have entered them in Camms.Strategy and only if you have ticked-on the visibility check boxes of actions and projects in performance summary grid.

  • The configuration grid would enable components to be displayed in the final summary view as depicted in the first image.

  • When you scroll down through the Hierarchy Controller Component, you will see all the level 2 nodes of the selected hierarchy.

  • Configuring the hierarchy nodes – In order to configure the hierarchy nodes, you can click the Edit button placed in the right corner which enables an editable view. The hierarchy controller grid enables for in-line editing. 

  1. Visibility – The visibility of the hierarchy nodes in the dashboard can be controlled via this check box. If you check the visibility box, that particular hierarchy node will be displayed on the dashboard. However, it will be unticked by default.

  2. Hierarchy Node – Displays the name of hierarchy nodes added in cammsstrategy. You could edit the name of hierarchy node if you require.   

  3. Description – You could add a description against a hierarchy node. However, this will be visible when you hover on the node.

  4. Logo – You could upload an image node from your local drive through the ‘Logo’ image uploader. (The recommended file format is PNG).

  5. Selected Logo – If the view of node image needs to be changed when it’s selected, you have to upload another image which gets displayed at the click event on the dashboard. (The recommended file format is PNG).

  • Once, all the required data is entered, you could click on the Save button placed at the right corner of the row. Likewise, you could configure rest of the hierarchy nodes from the hierarchy controller component and click save to apply these additions on the dashboard.

Important Note: In order to configure your dashboard through the hierarchy drilldown, you have to click on the Configure button placed at the right corner of your hierarchy node which will then take you to the next level of the hierarchy.

  • The breadcrumb placed above will indicate where you are configuring in the dashboard hierarchy. Similar to the Level 2 configuration, you could drag and drop components from ‘Dashboard Components’ section on to ‘Page Design’.