Views
A view shows part of your atlas. The points and paths live in the atlas once; a view chooses which of them to show and how. Hiding a point from a view does not delete it.
Create a view
- In Atlas Explorer, click New View under the atlas, type a name and press Enter.
- Or hover the atlas name, click + (Create New View), name it and click Create View.
- Inside a folder, open the folder's More actions menu and choose Create View.
Navigator can also create views for you as part of a proposal.
Map and table
Every view has a Map and a Table. Use the Map and Table buttons in the view's toolbar to show or hide each one.
- Map draws the points as cards and the paths as arrows. It has two modes, Diagram and Canvas. See Diagram and Canvas.
- Table lists the points in rows with their properties in columns. Search, sort, filter and edit cells in place. View Fields chooses which columns show.
The view toolbar
| Button | What it does |
|---|---|
| Add | Add a point or a path |
| Points | Open the Point & Path Manager |
| Paths | Show or hide path types in this view |
| Map | Show the map, and switch between Diagram and Canvas |
| Table | Show or hide the table |
| Layout | Rearrange a Canvas map: Auto, Tree or Flow (Canvas only) |
| Direction | Top to bottom, Bottom to top, Left to right or Right to left |
| Lanes | Set up swim lanes (Swimlane diagrams only) |
| Auto / Elbows | Switch how paths are drawn (Canvas only) |
| Export | Download the map as a PNG image or PDF document |
Choose what a view shows
Point & Path Manager
Click Points to open the Point & Path Manager. It lists everything in the atlas on two tabs, Points and Paths.
- Filter by All, Visible or Hidden, and by type.
- Toggle any point or path on or off for this view.
- Select several and show or hide them together.
A path shows only when both of its points are visible.
Paths
Click Paths to show or hide whole path types, for example every reports_to path. Show All and Hide All reset the list.
Right-click a point
Right-click a point on the map (or a selection of points):
- Properties: open its details
- Add to view: put it in another view as well
- Show Connected: pick connected points to bring into this view
- Hide from view: remove it from this view without deleting it
- Show as container / Ungroup Container: draw a Process, Group or Organization as a box with its members inside, or as a card again
- Collapse Point: draw it as a small pill on the card it connects to, instead of a card of its own
- Expand Projected Points: turn the pills on a card back into cards
- Duplicate and Delete: Delete removes the point from the whole atlas
With exactly two points selected, Add Path connects them.
Show Connected
Start with one point, right-click it and use Show Connected to bring in its neighbours. Repeat on a neighbour to walk outward. This is how you go from "show me Dana" to "show me everything Dana touches".
Tips
- Start small. Hide what you do not need, then add back what matters.
- Collapse attributes. Who performs a step and which system it uses often read better as pills than as cards.
Organize views
Folders
Views sit in folders in Atlas Explorer. A new atlas starts with default folders (People, Entities, Business Model, Process, Systems and Metrics). Group further however suits you:
- By audience: Executive, Team, Auditor, New Hire
- By domain: Finance, Engineering, Operations
- By process: Monthly Close, Onboarding, Vendor Management
To add a folder, hover the atlas name and click the folder icon. A folder's More actions menu has Create View, Create Subfolder, Rename, Move to Root and Delete. Drag views and folders to move them.
Keep folders two or three levels deep at most.