To start creating a new diagram, select the Diagrams tab, go to Create new diagram and choose a diagram type.
There are three types of diagrams that allow you to visualize your data flow:
With Free Draw you can draw your custom report and make use of live data from your Inventory.
A Data Flow diagram is a way to insert and expand applications and traverse their interfaces to understand the flow of data in your environment.
If you already have a Lucidchart account, you are able to create a new diagram using this integration and link it automatically back to LeanIX.
Data Flow Diagrams automatically add the respective parents of added Factsheets
To simplify the usage of Data Flow diagrams, the upper hierarchies of Application Factsheets (parents) are automatically included when adding a Factsheet. This saves time when trying to display the data flow between related Applications and helps to fully expose hierarchies and connections. You may also notice that dragging Factsheets around is more rigid than in the Free Draw, this again was intentionally added to support a clear structure in Data Flow diagrams.
Note: You can also save diagrams for permanent use (see section "Save Diagrams- Do not lose your changes). Please note that a diagram always represents the view when it was saved "last-time-saved view". This might differ from a current view of the architecture, if changes to the architecture happened after the diagram was saved (see below "Check for updates" how to refresh the view).
In the "Create new diagram" pop-up scree select "Create Free Draw".
Click on the blue plus sign to insert elements of your cluster. The Select button can be used to select several Fact Sheets which are already in your diagram to e.g. highlight them.
Once you are in the Insert Fact Sheets pop-up window, you can use the Filters function (similar to Inventory) to select the Fact sheets you would like to insert to the report. In this case, we filtered for Business Capability Fact sheet type, Hierarchy Level 1.
After inserting the factsheets, you have 2 options to arrange the factsheets in your report. Right click on the Newly inserted Fact Sheets container to select Layout options.
Automatic: Fact sheets will be automatically rearranged as you expand the container, you can then drag and drop the individual Fact sheet to create the view you desire.
Manual: Fact sheets will stay where they are, you can drag and drop the individual Fact sheet to create the view you desire.
Right click on an individual Fact sheet to select:
Show Dependency: add Fact sheet relations as a separate container.
Drill down: add Fact sheet relations inside Business Capability factsheet container.
Roll up: add Business Capability factsheet inside Factsheet relation container.
We are going to select all Business Capabilities then Right click to select Drill down > Business Capability > Children option.
Click on the Plus sign (+) on the top left corner of the Factsheet to expand the container to include the Fact sheet relations. Since we selected Drill down > Business Capability > Children option in previous step, after you click on the Plus sign, the Customer Relationship factsheet container will expand to include its children factsheets.
After arranging the fact sheets, you can then choose 8 different views based on fields on fact sheet, fields on related fact sheets, tags.
Fields on fact sheet:
Fields on related fact sheets:
- Projects: Project Risk
- Projects: Project Status
- Projects: Business Value
- Applications: Functional Fit
- Applications: Technical Fit
- Applications: Business Criticality
Project Risk view shows you 4 different levels of Risk associated with Projects for the Business Capabilities.
Diagrams do not take into account relations that have a later "Active By" date
Please be aware that you will not be able to see relations that have an "Active By" date that is set beyond the date the diagram is created. This becomes most evident when creating a Data Flow diagram and wondering why only some Interfaces are shown. In that case, double-check if there is a future "Active By" date added for the relation.
Lifecycle view shows 5 different lifecycle phases of Business Capability fact sheet accordingly.
If you make changes to the factsheets that have already been inserted into the diagram, you can select "Check for Updates" to have the updates reflected in your diagram without having to refresh the page.
Considerations when creating a diagram
Please always save the diagram when the text of the items is within the limits, if the text exceeds the size of the box, then the drill-down function may not work properly
Updated 7 months ago