Grouping rules can be added in the grouping dialog found in the perspectives menu. You can find the menu on the left hand side under the navigator as you see below (eye icon):

Ardoq perpectives menu

and from the third tab called "Groups"

Ardoq groups

There are two sets of grouping rules, simple grouping and groups which use components to build a group. 

The simple grouping rules are attribute base including:

  • By Workspace
  • By Component Types
  • By Field
  • By Tag

The grouping rules which use components to build groups are:

  • By Reference
  • By Parent
  • By Parent All

Simple Grouping Rules

This is an example of a simple grouping rule:

Ardoq simple grouping rules

Which for example results in this diagram:

Ardoq diagram example

These simple rules can be nested, for example:

Ardoq nested rules

with this result:

Ardoq diagram example

The order of the rules in the dialog matter, they are processed in order.

Grouping with components

A bit more complex are the grouping rules using components as groups. But they all work in the same way. Basically a group is built by a reference type. 

All components which are connected to another component by the selected reference type are grouped into the referenced component. 

This works in both direction, either incoming or outgoing. An example is having capabilities organized by their domains and subdomains (parent hierarchy):

Ardoq grouping with components

with this grouping rule:

Ardoq grouping rule

will get displayed like this:

Ardoq diagram example

These groupings with components only work with components which are already in the view, the grouping rule doesn't add any additional components. So it is crucial to configure the view so that the components we would like to use for the grouping are included in the view. Without grouping, the above view has to look like this:

Ardoq diagram example

Duplicating Components and References by Grouping Rules 

Duplicating components or references is a very common result of grouping. Let's consider this small family tree:
 

Ardoq duplicating components and reference by grouping rules

With this grouping rule

Ardoq grouping rule

we get this result:

Ardoq digram example

The duplicated children make perfectly sense here, each child has two parents. Similar situations are e.g. very common with capabilities realizing applications.

If there are duplication a small info dialog is displayed explaining the situation. If you feel this is just noise you can click the checkbox at the bottom and you will no longer get these kind of dialogs.

The grouping also works the other way around with a flipped direction:

Here the group labels don't make much sense. They can be changed here:

Ardoq grouping labels

so we get this result:

Ardoq diagram example

Grouping Errors

Grouping errors occur basically only with groups using components. The main rule is that a component cannot be used as a group if the component is already grouped by some other grouping rule. It looks typically like this:

Ardoq grouping errors

Collapsing groups

Each group in Block Diagram has an expand/collapse button. Collapsing a group will hide the nodes inside that group, and display a count of all descendent nodes and groups next to the group label.

The references inside a collapse groups will also be aggregated to their parent, as long as they are distinct by label, reference type, and URL field values. A count of aggregated references will be displayed over the reference.

Below is a Block Diagram of Applications, People, and Departments, grouped by Component Type, with all groups collapsed.

Ardoq collapsing groups

Expanding the "Departments" group in the above diagram produces the diagram below. Note how references from individual departments are still aggregated, due to the fact that the Applications group is collapsed.

Ardoq aggregated references

Expand and Collapse All

For convenience, two buttons on the view toolbar are provided to expand or collapse all groups in the view.

Ardoq expand and collapse all

After clicking this button, this setting will persist in the view until a group is manually collapsed or expanded. If "Collapse All" is enabled, then all groups will remain collapsed even when changing the context or changing the grouping rules.

Progressive Layout and the Optimize Layout Button

Collapsing and expanding groups results in a progressive layout where graph elements are biased to remain close to their previous positions. This is so human eyes can easily follow the transition when a group's collapsed state changes.

However, this may not produce the most optimal layout for the new state of the graph, since the size of the collapsed or expanded group has changed. Furthermore, when saving to view to a presentation, it will use a reset and optmized layout, which may not match the current one.

Ardoq optimize layout

Clicking the Optimize layout button (near the zoom controls in the upper-right corner of the view) will rebuild the graph with the most optimal use of the available space, while retaining the state of collapsed and expanded groups, and produce the same layout that would appear in a presentation slide.

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