Adding Connected Reference Data

What is Reference data and what can it be used for?

Reference data that is available to be interacted with the Matrix builder will appear down the left hand menu of the page. From here you can choose what data that you wish to be used when creating your Matrix view by clicking a layer’s button. 

After the first layer has been added to the Matrix view. The left hand menu will only show layers that have a connection defined to/from that layer.

Hierarchy on Matrix View

The background colour & left border of the Matrix builder represent the hierarchy of the items, with higher level items having a deeper coloured background & thinner border.

Adding Connected layers to the Matrix View

Click to add a layer as a column to the Matrix to view the connected items for each row. The phrase in brackets is the defined relationship between the items and the arrow represents the direction of the connection. For example, the application 'Tableau' is updated with data sent via the ‘Finance Documents & Balances’. If required you can toggle on/off the relationship names within the column header settings .

Connections of Connections

When connected layers have been added to the Matrix, it's then possible to add layers which connect to that layer, which may be useful when building out from processes to applications to interfaces. To do this click the button on the connected layer to choose the next layer to bring in.

Adding Reference Data

Use properties and classifications to build out a more tailored and comprehensive view of the data before discovering how it connects and impacts other data. To add more reference detail such as descriptions, dates and statuses, click the Properties icon  on the added layer's menu, and click the icon to add a layer’s classification to the Matrix.

Column widths and row heights are optimised so that data is arranged and aligned more clearly. Column widths can be adjusted by dragging the column slider and double clicking a column slider resets the column back to its original width.

Editing within the Matrix View

Any item on the matrix view, except column headers, can be double clicked to open up its  properties box. This can be edited & saved like on the canvas or card views to make changes to a specific item. Any newly created or deleted connections are immediately made and items updated within any connected columns in the Matrix.

Removing Data 

There are two ways to remove a specific column from the Matrix. You can select ‘Remove Column’ from the column’s header settings , or alternatively you can click the tick next to the layer in the layer menu. If the removed column was a data layer then any classification or property columns related to it will also be removed from the Matrix. For example clicking the Business Processes tick will remove the Business Processes Name, Date From and Business Criticality columns.