Edit a diagram view

You can edit a diagram view.

Steps

  1. Open a diagram view.
  2. Click .
    The General properties form appears.
  3. Edit the general properties as required.
    FieldDescription
    Layout

    Select the layout of your diagram view.

    Diagram layoutDescription
    Flow / Context

    Nodes and edges are shown in a flow and a context region.

    In the flow region, nodes are shown mostly from left to right.

    The context region is shown above the flow region. The edges that begin or end with a node in the context region are shown with less emphasis (thinner and light gray). You can choose which nodes are in the context region by selecting the Context checkbox in the node properties form.

    If there are no nodes in the context region, this layout produces the same result as Hierarchy left -> right.

    Note For an edge between a flow node and a context node, the 'from' node must be in the flow region and the 'to' node in the context region.

    Hierarchy left - rightNodes and edges are shown in a flow, predominantly from left to right. This is the default layout.
    Hierarchy top - downNodes and edges are shown in a flow, from top to bottom.
    Hierarchy bottom - upNodes and edges are shown in a flow, from bottom to top.
    Circular

    Nodes and edges are arranged in a circular fashion.

    Boxing nodes are not supported in this layout, therefore:

    • The diagrampicture is completely redrawn.
    • The explored nodes are removed from the diagrampicture.
    • The nodes expand or collapse to their initial state.
    • Returning to a layout that supports boxing nodes completely redraws the diagrampicture.
    Radial

    Nodes and edges are shown in a radial fashion, with no overlaps, few edge crossings and few bends.

    Boxing nodes are not supported in this layout. This has the same consequences as described for the Circular layout.

    Smart OrganicNodes and edges are distributed in a well-balanced manner, with few edge crossings.
    Traversal strategy

    Indicates which nodes and edges have to be traversed and displayed.

    Traversal strategyDescription
    End-to-end

    For the start node, Collibra Data Intelligence Platform traverses the relations of the types that occur in the diagram in all directions, incoming and outgoing, and adds all the nodes and edges that it encounters to the diagram.

    For each encountered node, Collibra traverses the relations only in the same direction as that in which they were encountered. If a node was encountered while traversing an outgoing relation, Collibra looks for outgoing relations of that node and vice versa. This behavior is like traversing a hierarchy.

    This is the default traversal strategy.

    Upstream

    For the start node, only the incoming edges are traversed and shown.

    For each node encountered, only the incoming edges are traversed.

    Downstream

    For the start node, only the outgoing edges are traversed and shown.

    For each node encountered, only the outgoing edges are traversed.

    Complete

    For the start node, the relations are traversed in both directions. All encountered nodes and edges are added to the diagram.

    For each encountered node, both incoming and outgoing edges are traversed. Essentially, this means that each encountered node is treated as a start node.

    Warning This strategy can result in a very large diagram that can take a long time to load.

    Overview

    Select to show the overview inset in the initial diagram.

    LabelsSelect to show the edge and node labels in the initial diagram.
    LegendSelect to show the legend in the initial diagram.
    PreviewSelect to show the preview in the initial diagram.
    Max node label length

    Type the maximum number of characters for node labels. If a label is longer than this value, it is truncated.

    Type 0 if you always want to show the entire label.

    The default setting is 50.

    Max edge label length

    Type the maximum number of characters for edge labels. If a label is longer than this value, it is truncated.

    Type 0 if you always want to show the entire label.

    The default setting is 30.

  4. Select a node.
    The Node properties form appears.
  5. Edit the node properties as required.
    FieldDescription
    General

    This section allows you to edit the general properties of the selected node.

    Tip Click it to collapse and expand this section.

    Name

    Type a name for the selected node.

    Tip By default, this is the name of the asset type or complex relation type. For readability, it is recommended to use the name of the asset type or complex relation type.

    You can refer to this node by using its ID in the from and to fields of the edge properties form.

    This ID must be unique in the current diagram view.

    Type

    Choose an asset type.

    By default, this is the asset type of the selected node.

    Display name

    Choose the characteristic to use as the display name of the node in the diagram.

    If you leave this field empty, the node shows the name of the asset or the name of the complex relation. You can also choose a characteristic, for example, attribute or relation.

    The drop-down displays all the characteristics that apply.

    Tip You can filter the list by starting to type.

    Overlays

    Choose fields that you want to show on the node. For example, you can show characteristics, the status or the parent domain.

    The drop-down displays all the fields that you can show.

    Tip You can filter the list by starting to type.

    Context

    Select to place the node in the context region of the diagram.

    If not selected, the node is placed in the flow region.

    Note This influences the traversal strategy: an edge from a flow node to a context node is always included in the diagram. This edge has to be outgoing from the flow node and incoming to the context node. This means that, when you switch a node from flow to context, you have to flip any edge that is outgoing from this context node and incoming to a flow node. For more information about the traversal strategy, see Which nodes and edges are included in a diagram?.

    Boxing nodes options

    The options to determine how you want to show boxed nodes by default.

    Tip The start node is always visible in the diagram, even when it is boxed inside of a collapsed or locked node.

    Expanded

    Select to show boxing nodes and their boxed nodes.

    Collapsed

    Select to show boxing nodes, but not their boxed nodes. In the resulting diagram, you can expand these boxing nodes.

    Collapsed (hide boxed nodes)

    Select to show boxing nodes, but not their boxed nodes. In the resulting diagram, these nodes are locked, so you cannot expand them.

    Tip 
    • Diagrams with locked nodes are also called summary diagrams.
    • The boxed nodes of a locked node are not loaded when you open the diagram. As a consequence, opening the diagram may be a lot faster if some of the boxing nodes are locked.
    • You can still explore locked nodes to see the boxed nodes.
    Edges

    This section allows you to add, edit and delete the edges.

    Tip Click it to collapse and expand this section.

    Outgoing
    		 
    <outgoing edges>
    		The outgoing edges that currently exist.
    Add
    		Click to add an outgoing edge.
    Incoming
    		 
    <incoming edges>
    		The incoming edges that currently exist.
    Add
    		Click to add an incoming edge.
    Filters

    This section allows you to work with filters.

    Tip Click it to collapse and expand this section.

    Filtering by business qualifier

    Enable users to filter diagrams by a chosen Business Qualifier asset.

    This feature is only available if it is enabled in Collibra Console.

    <existing filters>
    		The filter criteria that currently exist.
    Add filter criteria
    		Click to create a filter.
  6. Select an edge.
    The Edge properties form appears.
  7. Edit the edge properties as required.
    FieldDescription
    Relation type

    Select a relation type to define the relation type of the currently selected edge.

    The drop-down list shows all available directed relation types.

    Role direction

    Indicates the direction in which instances of this relation type are traversed.

    • Selected: The edge is traversed from head to tail. The edge label is the role of the relation type.
    • Cleared: The edge is traversed from tail to head. The edge label is the co-role of the relation type.
    from

    Select the node from which the edge starts.

    In the drop-down list of nodes, the nodes that match the current type of edge are shown first (under Matching types). Nodes that do not match the current type are shown after the matching types (under All types). It is also indicated if the node is already in the diagram (on diagram).

    A matching node is (a parent of) the head asset type of the current relation type (when Role direction is selected) or (a parent of) the tail asset type of the relation type (when Role direction is cleared).

    Selecting a node that is already in the diagram view adds this edge to that node.

    Selecting a node that is not yet in the diagram view adds this node to the view.

    to

    Select the node in which the edge ends.

    You must select an ID from the drop-down list of nodes. The list contains nodes that match the current type of edge.

    A matching node is (a parent of) the tail asset type of the current relation type (when Role direction is selected) or (a parent of) the head asset type of the relation type (when Role direction is cleared).

    Selecting a node that is already in the diagram view adds this edge to that node.

    Selecting a node that is not yet in the diagram view adds this node to the view.

    Style

    Select the style of the edge.

    • Arrow: An arrow from the outgoing side to the incoming side. The pointer is on the incoming side of the arrow. This is the default setting.

      Business Asset is the selected node.

    • Boxed: The node on the outgoing side is enclosed by the node on the incoming side.

      Business Asset is the selected node. It is boxed by Employee.

    • Boxing: The node on the outgoing side encloses the node on the incoming side.

      Business Asset is the selected node. It is boxing Employee.

    Label

    Type a label for the edge.

    If you do not specify a label, either the role or co-role name of the relation type from the operating model is used in both the diagram view and the diagram.

    If the Role direction check box is selected, the label is the role of the relation. If it is cleared, it uses the co-role.

  8. Click Save.