Organizational Tree Map Extension

Organizational Tree Map Extension

Overview

A treemap extension is a powerful data visualization tool that displays hierarchical data in a tree-like structure, using nested rectangles to represent the different categories and subcategories of data. It's an innovative and effective tool that can help users visualize and understand complex data sets quickly and intuitively.

Key Features

  1. Support multiple levels of data aggregation, making it easier to compare and analyze large data sets.
  2. Displays hierarchical data in a more visually appealing way.
  3. Easily navigate through different levels of the organizational hierarchy.
  4. Designed to expand or collapse nodes to reveal or hide sub-categories.

Installing the Extension

Installing the extension from Zoho Marketplace is easy, and it can be used as soon as it's installed. Follow these steps to learn more about installing extensions.
  1. Go to Zoho Marketplace. 
  2. Click Extensions and select Zoho Creator.
  3. Search for the 'Organizational Tree Map' extension and click Install.
The extension will be installed on your Creator account and you'll be ready to go.

Set-up the Extension

Prerequisites

  1. It is necessary to have the below mentioned fields in any of your forms in your application to record the data.

    Field type

    Description

    Name/ Single Line

    To record the employee name data.

    Image (Optional)

    To record the photo of the employee that to be displayed on the tree map.

    Single Line(Optional)

    To record the subtext that to be shown under each employee card.

    Lookup

    To record the name of the person whom the employee is reporting to.

  1. Create a new page and embed the extension, or use the extension in an existing page by following these steps.

Page Parameters

In order to get this extension working, you need to supply the dynamic values in the page parameter. The list of parameters required for the expected functioning of this extension is shown below.

Parameter

Description

appname
The link name of the application.
reportname

The link name of the report associated with the form created to visualize the hierarchical data.
employee
The link name of the field which has the employee name.
photo
(Optional)
The link name of the image field in the form which has the employee image
employeesubtext (Optional)
The link name of the field which has the employee subtext such as employee designation.
reportingto
The link name of the field which has the name of the superior of the designated employee.

Limitation

  1. The employee images will only be loaded in the production environment.

Example

Suppose you're using an employee management application in your organization to store information about all employees. To display hierarchical data in a more visually appealing way, you can embed this extension in any of your application page.
For configuring this extension:
  1. Create a form named employee details(link name employee_details) with the following details to capture the data in a report with the link name employee_details_report.

    Field Type

    Field Name

    Field Link name

    Name

    Employee Name

    employee_name

    Image

    Employee Image

    employee_image

    Singleline

    Employee Designation

    employee_designation

    Lookup

    Reporting To

    reporting_to

    2. NotesNote: The lookup field Reporting To is to be linked to the Name field in the same form.
  2. Embed this extension in any of your pages in your application and add the mentioned page parameters to the page. Here, we embedded the extension in the page named Employee Tree Map(link name employee_tree_map).
You can access this page through different methods like configuring workflows, functions, custom actions in reports, panel actions in pages, and so on. Here, we have used openUrl task within a custom function to supply the values for the specified page parameters as shown below. This function can be executed by configuring a button action from the application dashboard.
  1. openUrl("#Page:employee_tree_map?appname=employee-management&reportname=employee_details_report&employee=employee_name&photo=employee_image&employeesubtext=employee_designation&reportingto=reporting_to","same window");
Whenever this button is clicked by an employee form the dashboard, the Employee Tree Map page will be loaded and the hierarchical tree map structure of your organization will be shown.