Once you've created a viewpoint, you're ready to visualize your data in a view. To access a view:

Click on the “View style, options, and settings” button at the top right corner of the screen to personalize your view.

Choose between Block diagram, Dependency map, Relationships, and Timeline to easily see how your data is structured and connected.

Customize your view by grouping your data, adding conditional formatting, and using label formatting to display the name, type or field values on the components and references.

You can also further personalize your view by using the specific settings available for that view.

There are two ways in which you can quickly update your graph:

2. Directly from the view, double-click or right-click on a component, select “See component details”, and click the “Open new dataset” tab. Here, you can select new references and see your changes instantly.

Once you’re happy with your view, navigate to the "Save as viewpoint" button at the top right corner of your screen and click the arrow to expand the menu. From there, you can save your view as either a viewpoint or a presentation slide. You can also download your view as a .png file.

Click on the “Save as a viewpoint” button at the top right corner of your screen to save your viewpoint.

👉 Note: The button will be disabled if you have multiple datasets open in your configuration panel. Saving as a viewpoint is possible only when one viewpoint is open at a time.

Give your viewpoint a name, then review all configurations by scrolling to the "Viewpoint setup" section in the "Save as Viewpoint" dropdown menu. All applied configurations will be saved, ensuring everyone sees the information exactly as you intended.

To make your viewpoint accessible to the rest of the organization, please refer to the “How to Share Access to Viewpoint” section below.

Click on the arrow next to “Save as viewpoint” and select “Presentation slide”. You’ll be prompted to create or select a new presentation where to add the slide to.

Enter a title and a description for your slide and click on the “Save description & title” button.

If you need to export your view as .png file, click on the “Export as PNG” button next to “Save as viewpoint” instead.

Share your view by saving it as a viewpoint or a presentation slide. Learn how to share presentations with your stakeholders in this KB article.

When sharing your view as a viewpoint, keep in mind that you're sharing both the configured component types, references, and view settings. Each person who uses your viewpoint will be able to explore relevant components based on the settings you've applied. Find out how to share a viewpoint in this KB article.