Analytic Charts Module

Analytics Charts

Objective: View Links between Entities on an Analytics chart

Prerequisite – Entity links have been created within Documents

References: Help Centre Analytic Charts and the Analytic Charts Video Series

Analytics Charts

View Analytic Charts

There are three options for viewing Analytics

1. From the Workspace menu on the left, select the Analytics button.
2. Open a Document (that has Entities and links) go the Document Links page and select Chart View.
3. Open an Entity Profile (that contains Links) and select Chart View

Note: Analytics always opens in a new tab alongside the main ModalConnect site.

Charts page Layout

1. On the Analytics page note the layout with the chart surface in the center, chart tools on the left, the search pane, filters and layout options on the right.
2. Note that a time-bar runs along the bottom of the page with the date range showing between the markers.
3. Hover over the information icon (i) next to ‘Search Criteria’ and note the search tip information.
4. The default search uses the Data Source. Once Charts have been created the Search Chart option can be used to search a Chart for Entities or links.

Note that the search pane can be collapsed (or reopened) by clicking the 3 bar toggle.

Create a Chart

1. Create a Chart by entering an Entity first and last name and /or ID in the Search field and click the Search button (with the default setting of ‘Search data Source’ and the Entities filter selected).
2. The default for the Entity Types filter is All – the types can be set either before or after the search. Click into the Filter to view the selector.
3. Note the Chart results with the searched for Entity circled and the name/title highlighted with any direct Links to other Entities shown for the date range showing on the time-bar.
4. Results are shown by the Group All filter (Individual link description detail not visible)
5. Select the ‘Group By Direction’ filter to view the direction of links between Entities.
6. Select the ‘Show All’ filter to view the individual link detail – description, status and direction.

1. Chart navigation tools are available on the left – using the directional arrows move the chart in a direction or use the hand tool (click on the arrow to select) to move/drag the chart around, or to move individual Entities. The Chart can be zoomed in or out using the slider.
2. Click on an Entity to highlight it in the Chart. Note how this creates a graph on the time-bar to identify the Entity and its events.
3. From the results, note a Link name (e.g 'known Associate', suspect, 'Gang member' etc and enter this in the Search field - check 'Search Chart' and select the Links button. Click Search.
4. Note how the searched for Link type and the linked Entities are highlighted.
5. Expand links – where there are additional Links from Entities on the Chart, these show with a highlighted (+), click on this to add those Links to the Chart. Note that only links that fall within the date range are added.
6. Time-bar, drag the time-bar to the right, note how this brings previous dates into view along with Entities and links with date stamps for the visible date range. Use the time-bar controls to jump back or forward and note how the double arrow control brings all Entities and links onto the chart.

View Entity Profile

1. Right click on an Entity on the chart and select ‘View Entity Profile’.
2. Note how this opens the selected Entity’s Profile in a new tab

View Documents

1. Right click on a Link and select ‘View Documents’.
2. Note how this opens a list of Documents that contain that Link for the Entity in a new tab.
3. Note how a selected Document from the list can be opened in the current tab or right click to open in a new tab.

Delete Items from a Chart

1. Delete items (Entities and or Links) of a Chart by dragging over the chart (with the arrow tool selected) or click to select Entities (Hold Shift down + click to select multiples) and click Delete from your keyboard or right click and select ‘Delete Selected items’.
2. Invert selection (requires at least 2 Entities sharing a link) – highlight 2 Entities and the link between them (hold Shift + click to select), right click and select ‘Invert Selection’. Note how the highlighted Entities and Links were the ones not selected previously. Now right click and select ‘Delete Selected Items’. Note how the unwanted Entities are deleted allowing the focus to be on the initially selected Entities and links.

Return Deleted Entities and Links to Chart

1. Click on the + sign next to an Entity.
2. Note how this returns the deleted links and Entities (where these fall within the current date range).

Search the Chart for an Entity

1. In the Search box enter the Entity’s name\title.
2. Click the checkbox for ‘Search Chart’.
3. Click Search – Note how the result is highlighted on the chart.

Search the Chart for a Link

1. In the Search box enter the Link description.
2. Click the checkbox for ‘Search Chart’.
3. Select the Links filter.
4. Click Search – Note how the results are highlighted on the chart.

Add an Entity to an existing Chart

1. With an existing Chart created; clear the search box and enter another Entity name.
2. Click Search.
3. Note how the result is highlighted on the chart.

Layout Options

Layouts provide 6 options for displaying Entities & Links. The default is Organic

1. Select each filter to view the layout of the chart.
2. For the Hierarchy and Radial options, select the Entity first then select the layout.
3. Orientation – apply these options against the Sequential and \ or the Hierarchy Layouts.
4. Run Layout – click this to view variations of the layout.

Combine Options

This function combines Entities and their links into groups.

1. Create a Group – use Shift + click to select 2 or 3 Entities (they should show highlighted) then click Combine. Groups default to the Circle but can be changed to a Rectangle.
2. Double click on the Group label and give it a name then Enter to save.
3. Combine a second Group and give it a name.
4. Double click on a combined Group to view how it minimizes.
5. Combine 2 Groups – Shift + click to select the Groups then click Combine.
6. Apply a different Arrangement for the details – note how it applies to all Groups.

Save a Chart Create a Snapshot

Charts can be Saved as Snapshots - which are only available to the User that created them.

1. Edit a Snapshot - Select Snapshot (or the camera icon on a smaller screen) from the top of the Search pane to view your previously saved charts. Select the Chart Name to view or select from the snapshots listed which populates the Chart view with the snapshot. Click Edit in the Search menu to edit and Save changes. Every time a snapshot is edited and saved it is added to the list of Snapshots for the selected Chart.
2. Edit a saved Chart’s name (must be in edit mode) in the top field above the chart list and save (if no edits have been made to the snapshot yet - move an Entity slightly to enable the save button).

Delete a Snapshot

1. To remove a Snapshot from the list of Snapshots click the X alongside the snapshot image listing.
2. To delete a Chart from Snapshots (including all its Snapshots) - select the Chart Name and click the Delete (bin icon).

Close Snapshots

1. Click Close to close the Snapshot being viewed and return to the Search page

End of Analytic Charts Exercise

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