Use Analysis Views

What do you want to do?

Analysis Views can help you make better decisions by prioritizing and categorizing your mapped topics. This feature allows you to display topics of your choosing on a customizable 2x2 analytic chart, and position them to reflect their relative rankings using the chart's axes values as criteria. Markers are applied to the topics based on their chart positions.

Using this qualitative, visual method (as opposed to a method based solely on numerical data) allows you to evaluate information and ideas using criteria that are not easily quantified. Unlike standard “table generation” products, an Analysis View allows you to dynamically add, remove, and move topics on the chart to reflect your evaluation based on these criteria.
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You can create multiple Analysis Views on a map, and these Views can use any map topics you choose. That is, a topic on the map may appear in one, several, or no Analysis Views. This offers you a variety of ways to evaluate distinct or overlapping sets of topics using different criteria.

The Views you create are automatically saved with the map, and you can create a template from any view to use its settings again on another map. You can also copy any View as a graphic that you can paste into your map or another document to demonstrate your decision-making process.




Create a new View

When you create a new Analysis View, you select the topics to use in the View, configure the View's parameters, and then position the topics in the View to reflect their rankings. Markers that indicate these rankings are automatically added to the topics in the View based on their positions. Once you are finished with your analysis, you can apply the markers shown in the View to the topics on your map.

Select topics to include in the View.

  1. Select the topics you want to include on your map. See Select topics and objects for hints on how to select multiple topics.

These can be from various locations on your map (they do not all need to be from a single branch) and can include floating topics and callouts. You can add or remove topics from the View later, so you are not "locked into" using only the topics that you add now.

  1. On the Advanced tab, click the Analysis arrow, then click New.

  2. When the Analysis Window appears, you’ll see a tab for the new View with the topics you selected in the Unsorted Topics list.

If this map already has other Analysis Views defined, they will each display a tab in the Analysis Window.

Configure the view

In the Analysis Window, at the top of the tab for the new View, click Configure to set the View's parameters:

View Name – Enter the name for the View. This will be displayed as the View's title.

View Template – Select a template to use its pre-defined configuration settings. You can customize these at will for this View.

View Type – Determines how the axes are configured. 2-Axis and Segmented views allow either quadrant or subjective groupings defined by bands. (Bands divide the chart diagonally into 3 regions used for applying markers, in contrast to the quadrant view with 4 regions.)

Axis Labels or Quadrant Labels – Define the criteria you use for ranking your ideas, and the directions of arrows on 2-Axis Views.

Markers – Select the markers that will be applied to topics based on their positions in the View. You can choose from any of the markers that are in the current map’s marker list. If your View Type can use bands, you can choose Bands and select 3 markers (assigned from lower-left to upper-right), or select Quadrants and select 4 markers.

When you are satisfied with the View's configuration settings, click Done. You can modify these settings again at any time to fine-tune your View by clicking Configure again.

Position topics in the View

Once you have set the initial configuration options, you can move topics from the Unsorted Topics list into the View and then position them to reflect their ranking. You do not have to include all the Unsorted Topics in the View.

To move topics into or out of the View:

To rank topics:

If you have configured your chart to use Bands to define regions for applying markers, you can adjust their position on the View to fine-tune the subjective grouping of your topics. As you adjust them, the topic markers will change to reflect this grouping.

To adjust Bands:

Apply the View markers to the map

To apply the markers you see in the Analysis View to the topics on your map:

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Modify or remove an existing View

Once you have created an Analysis View, you can modify it by adding more topics to it from the map. You can open the View to further configure it by adding, editing, or removing topics directly in the Analysis Window, or by changing the configuration settings.

Add more map topics to the View

  1. On your map, select the topics you want to add to the View.

  2. On the ribbon's Advanced tab, click the Analysis arrow, then click Add and select a view from the list of existing views.

The topics are added to the Unsorted Topics list for the View. You can add them to the View, position them, and then apply the markers from the View to the map topics.

Open an existing Analysis View

To open the View:

The View will open in the Analysis Window.

To switch to another View:

Add, edit, or remove topics used in the View

To add a new topic to the list of unsorted topics:

To edit a topic in the Unsorted Topics list or in the View:

To remove a topic from the View, move it back to the Unsorted Topics list:

To remove topics from the Unsorted Topics list:

Change the View Configuration

You can change the configuration settings used by a view at any time.

  1. In the Analysis Window, select the View, and click Configure.

  2. You can select a different template, or modify the configuration settings manually. If you select a new template or change the View Type, you will be asked whether you want to keep the current topic positions on the View, or discard them.

  1. Click Done.

The view will be updated to show the new configuration settings.

Remove an Analysis View from the map

When you remove an Analysis View from a map, only the view is removed. The map topics and any markers that have already been applied from the view are not affected.

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Save and manage Analysis View templates

You can save the configuration settings from any View you have created as a template for re-use on other maps. In addition, you can modify any of the standard templates or the templates that you have created, create a new template from scratch, and delete templates.

Save a template

To save the current View configuration settings as a template:

A new template will be created with the current configuration settings. This template will be available on any map, each time you create a new Analysis View  or modify an existing View.

Edit a template

To edit an existing template:

  1. In the Analysis window click Manage Templates.

  2. In the Manage Templates dialog, select the template you want to change.

  3.  At the bottom of the dialog, click .

  4. Modify the information in the Configuration dialog, and then click Done.

Delete a template

When you delete a template it is deleted from disk, and is no longer available for use on any map.

To delete a template:

  1. In the Analysis Window, click Manage Templates.

  2. In the Manage Templates dialog, select the template you want to remove and then click .

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Copy the Analysis View chart

Once you have conducted your analysis, you may want to show how it was conducted. You can copy any Analysis View chart as a graphic that you can paste into your map or another document to demonstrate your decision-making process.

To copy the chart as an image:

The image of the chart is copied to the Clipboard. You can paste the image into your map or into another document.