Cluster Matrix

In order to do cluster analysis on the assets, the result of a custom query can be clustered by up to two criteria in the cluster matrix. The data is displayed as a table, with the x- and y-axes configurable by the user. It can be clustered either by properties or by the relation of the assets from the query to other asset types (relates to type).

Configuration

Follow these steps to create a new cluster matrix:

1. Use the query to create custom queries.
2. Click on Customize axis and select a property or relation (relates to type) for the x- and y-axis. Assets from the query will be categorized based on those properties or their relation to the set asset type.
3. Use the Save button on the right to save the configuration of your cluster matrix.

For both the horizontal and the vertical axis, the header can be configured separately. By clicking on the sort icon within the Customize axis menu, you can switch between descending and ascending order for each axis. Note that the order is based on the number of elements in the row/column. If several rows/columns have the same number of elements, they are also sorted alphabetically. The header is generated by selecting one or more elements for clustering. It can be clustered either by properties (a.) or by links to other asset types (b.):

a. Property-based clustering

Property-based clustering creates a new column or row for containing all assets with a common value. For example, by adding a horizontal Type categorization you get multiple columns, each containing all assets of the specific asset type.

Multiple headers can be configured to further cluster the assets. The order of headers depends on your configuration.

For example, if you categorize by memory size first, and asset type second. In this case, you get the following header structure as the assets are first categorized by memory size, and then by type.

b. Link-based clustering

Link-based clustering generates one or multiple header rows/columns based on how each asset is connected to assets of a specified target asset type. These clustering options are named Related to type X where the X is the target asset type.

Let's assume you use a query that adds all applications to the report and you want to cluster them by the responsible stakeholder: You chose the "Related to type Stakeholder" and get a row per stakeholder showing all the applications the stakeholder is related to.

If there are multiple links from your applications to the stakeholder, but you are only interested in a single one, you have the option to restrict the considered link types. In our example, the two link types caretaker and owner connect the application and stakeholder asset types. If you are only intereste in one link type, you can select that link type in the filter.

Display Modes

Count assets

Count assets is an alternative view mode where the number in the cell indicates the number of assets matching the two criteria (defined by the axis).

The small bar below the number indicates the relative size of the individual count compared to the biggest count in the report.

List assets

Showing all assets in a list is the default view mode for the cluster matrix. It shows a list of assets matching the two criteria (defined by the axis). Each entry contains the assets icon, name and (optionally) the caption and colors defined by property based styling.

Additional functionalities can be used in this view mode:

Show all assets

Only a limited number of assets is shown by default. For example, a cell with 20 assets will show the first few and allows a show more button to show the rest. The Show all assets button can be used to expand all cells at once.

Show Neighbors

When show neighbors is enabled, each asset in the cell will be viewed with its neighboring assets. By default all neighbors are shown. This can be filtered using the hide links functionality.

Styling

All configured conditional stylings are applied on the shown assets and there is full asset detail sidebar support as known from the table report. Note that conditional styling rules can be applied globally and per report.

Export

The Cluster Matrix can printed or exported as a spreadsheet-file by using the report menu in the upper right corner.