Clarity PPM

OBS Data for Microsoft Visio 

12-12-2014 10:43 PM

Here's our contribution to the toolkit for OBS visualizations. This is a portlet that will export OBS information to Microsoft Excel in a format that you can turn into a visual representation in Microsoft Visio via Visio's Organization Chart Wizard.


1) Xog in attached OBS Data for Visio portlet to your CA PPM instance. Add it to your UI as you see fit.



2) In the OBS Filter pick an OBS then click Filter to run the portlet. Export the data to Excel and save the Excel file.



3) In Microsoft Visio, start the Organization Chart Wizard.




4) Select Information that's already stored in a file or database and click Next.




5) Select A text, Org Plus or Excel file and click Next.




6) Navigate to & select the excel file created in step #2. Click Next.




7) Select Name: OBS Level ID and Reports to: Parent OBS Level ID as shown below. Click Next.




8) Select OBS Level Name as the Display fields. Click Next.




9) Select Level Name for Shape Data fields. Click Next.




10) Click Next - let the system paint your whole OBS before you experiment with pagination & breaking it up.




11) The final dialog should look similar to this. Click Finish.




12) You should see a Viso of your OBS.


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07-07-2017 03:58 PM

Just tested it! Wonderful 

Thanks for sharing with the community

07-22-2015 04:15 PM

Works great, as advertised!  But oh boy, the mess it shows after 10+ years of OBS hacking!!!  Can't hide from it anymore when its made this visible.  After showing the results, I finally have some people agreeing with me that we need to do something, to clean things up!


Thanks Rob!


07-17-2015 01:07 PM

If you are on an older version of content pack, may need to update value in xml file, or you will get an error when xog'ing in.  We changed "content pack" to version and it works, now.


Expect this is safe to do for several past versions, as OBS design hasn't changed in years.  Of course, try on DEV/Test system first!


We've started our upgrade to 14.2 - we will catch up!

07-17-2015 09:35 AM

Sent to app team for installation.  Visio license ordered, yesterday - perfect timing.  Can't wait to run this!


07-16-2015 06:36 PM

Hey! I had to communicate a proposed OBS change today. This thing comes in darn handy and it's great that I can come back here to the community site to see how it works! Thanks Communities!

12-23-2014 03:57 PM

Thanks Rob!

12-15-2014 10:23 AM

This is really nice.  Thanks.

12-13-2014 06:11 PM

Great Tool!  Thanks.

12-13-2014 03:35 PM

Thanks for sharing this with the community Rob!

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