How to Create a Viewpoint and a View in Ardoq Using New Viewpoint Builder | Ardoq Help (2024)

The new approach to accessing your data is supported by the Viewpoint Builder functionality.

Let’s look at a specific example of when you might want to create a viewpoint.

You are an enterprise architect and you want to share a list of experts who can support your organization with all existing business capabilities with your COO.

How to Create a Viewpoint

Step 1. Access The Viewpoint Builder.

On the home screen, click 'Create new' -> 'Viewpoint'.

Alternatively, click the ‘See all’ button in the top right corner of the Viewpoint Builder section on the home page or navigate to the Viewpoints menu section.

You're in the Viewpoint section now.

Click 'Create New' to create a viewpoint.

Step 2. Select a context component.

You’re in the Viewpoint Builder now!

💡 Assuming you have a final image in mind of what you’d like to see:

Select the component type you’d like to visualize. This will be the main component you start traversing from.

Step 3. Select references.

At this step, you can see the list of traversal options for the selected component in the reference sidebar. You can now filter by type in the reference section to find what you need faster.

You will be able to see your traversal on the screen once you have selected your references.

Steps 4, 5, 6. Select filter, group, format.

The next three steps are optional where you can add filters, grouping, and formatting if required.

We've added even more filters to help you narrow things down. Jump to the filters section to filter your data.

Step 5. Manage viewpoint details.

Make sure you pick simple and clear name for your viewpoint ,select a view style, and add a few words in the description section so other users can understand the purpose of the viewpoint you have created.

🤔 If you don’t have a specific image of what you’d like to see, you can click the "Metamodel Information" button in the bottom left corner of the viewpoint builder.

Creating a View And Saving It as a Presentation Slide

Step 1. Select a viewpoint.

On the Ardoq home page or in the Viewpoint Overview section, select any viewpoint you'd like to use to create a view.

Step 2. Select a context component.

On the next step, select one or more context components that you want to add to your slide.

Step 3. Open the view.

Click 'Open' to access the viewport.

At this step you can preview how the dataset is visualized and make changes.

Step 4. Edit the view (Optional)

In the configuration panel, under the "Option" button, you can update or add grouping, formatting, labels.

With the datasets and components window on the left side of the screen, you can make changes to the dataset or preview the components.

You can also select a view style, add data view options, and save your work for later or to share it with others.

If you'd like to edit the data you see, you can do this, using the Grid Editor at the bottom of the screen.

Step 5. Save to presentation.

If you’re happy with the visualization, navigate to the "Save & Export" button in the top right corner menu. This gives you three options:

The "Save as presentation" option saves your view as a slide.

You can also choose "Save as Viewpoint": Use this option if you'd like to reuse this as a template to access this or other data sets in the future.

Choose "Export as PNG" to download this as an image.

How to Share Access to Viewpoint

Today, there is no need to share access to a viewpoint with a user. A user with any role accessing the main application can see the list of the viewpoints created. However, access to the datasets displayed in views that can be built using these viewpoints is based on workspace permissions. If a user doesn’t have access to the component type selected to construct this viewpoint, they’ll be unable to create a view and access data from the workspace to which this component type belongs.

Please reach out to us via online chat if you have any questions.