Configuring the Tree Map template

Configuring a view by using the Tree Map template

The following video (3:41) demonstrates how to configure a custom view by using a Tree map template:

Open the view page with the Tree Map template:

When creating a new view, click Add View, and select Tree Map as the template. For detailed steps, see Adding-a-custom-view.
When creating a new page in an existing view, use the Add a new page option, and select Tree Map as the template. For detailed steps, see To add a page to an existing custom view.

To configure the map, click in the map section. In the edit screen, select one of the following options and configure the properties:

Based on Template
Based on System types
Based on Data mart

To create a tree map template based on a template

A tree map template is a configuration that is available in BMC Helix Continuous Optimization. A template represents some of the most common use cases that are applicable to a tree map. These templates are mainly used by the out-of-the-box capacity views.

Select a preconfigured template to use to display data in the tree map and click Apply. The tree map displays data of all available entity types.

To create a tree map template based on system types

Customize the hierarchy of the data to be displayed (selecting a parent entity and its child entities) based on the system type.

Show group options: Select to group the entities by Domain or Business Service at the first level. When there are too many domains or services displayed in the tree map, use this option to filter the data in the tree map.
Level 1: Select the top-level entity to display. The parent entity contains the rest of the child entities within it.
For example, to select child entities as AIX LPAR, Virtual Machine - AIX Shared Processor LPAR, and Virtual Machine - AIX VIO LPAR, select System type as Virtual Host - AIX PowerVM.
Related information: Click + Add link to add related links. In the edit box, type a name for the link, select the page you want to link to, and click Apply.
The links are displayed under Related information. Enter a label for the link and select the target page where you want to link.
Size: Click + Add metric to select the metric for the capacity size for the selected system. The selected size metric determines the size of the rectangle that represents that entity.
The Metrics panel lists all available metrics for the selected system types. The metrics are grouped by category such as CPU, Storage, and Memory. Click a category to expand it and select the metrics. You can also search for a metric. The selected metrics are listed in the Selected Metrics panel. Click Done.
Utilization: Click + Add metric to select the metric for the utilization of the selected system. This metric determines the color of the rectangle that represents that entity. For example, if you select CPU UTIL, the rectangle representing that entity is displayed in the color based on the usage of the entity.

The Metrics panel lists all configuration and performance metrics for the selected system types. The metrics are grouped by category such as CPU, Storage, Memory, and By Disk. Click a category to expand it and select the metrics. You can also search for a metric. The selected metrics are listed in the Selected Metrics panel. Click Done.
We recommend that you select two distinct metrics for Size and Utilization.
Compute size and utilization of Level 1 by aggregating metrics of Level 2: Enable the computation of metrics by aggregating the values of the child levels. For example, you might want to collect the custom metrics at the host level and display the aggregated values at the capacity pool level in the Tree map.
By default, the size and utilization metrics is retrieved from the metrics of the entity.
To add child entities, click Add system type. You can add multiple levels of child entities. The entities that are listed in consecutive lists are based on the parent entity selected in the previous step. For example, if you select Virtual Cluster VMware as the parent entity, the System type list contains only the children of Virtual Cluster VMware.
When you add multiple levels of child entities, the Size and Utilization metrics selection for the previous child entity is cleared. Select the metrics again for the new child entity. These metrics for the child entity level are summarized at the parent entity level.

To create a tree map template based on data mart

Customize the hierarchy of the data to be displayed (selecting a parent entity and its child entities) based on the custom data mart. Make sure that you create a data mart that provides the required details about the entities to display in the map. For details, see Creating-a-SQL-based-data-mart-for-a-custom-view.

Data mart: Select the data mart from the list. The options in the subsequent fields are displayed according to the data mart selected.
Level 1: Select the column that represents top-level entity to display. This is, the parent entity that contains the rest of the child entities within it. This field displays the columns with meaning as Name or Identifier.
Related information: Click + Add link to add related links. In the edit box, type a name for the link, select the page you want to link to, and click Apply.
The links you add are displayed under Related information.
Size: Select the column to identify the size of the selected level 1 column. The size column determines the size of the rectangle that represents the level 1 entity. This field displays the columns that are numeric, non-percentile, and has unit of measure set.
Utilization: Select the column to identify the utilization of the selected level 1 column. The utilization column determines the color of the rectangle that represents the level 1 entity. This field displays the columns that are numeric, percentile, and has unit of measure set.
To add further levels, click Add level. Depending on the selected data mart, you can add multiple levels.
When you add multiple levels, the Size and Utilization column selection for the previous level is cleared. Select the size and utilization columns again for the new level. These columns for the child level are summarized at the parent level.

To add custom text

(Optional) To add custom text, click Add custom text. To update an existing custom text, click Change in the custom text panel. You can add descriptions, instructions, links, or any other textual information for the users of the view page. Use markdown tags to format the content of custom text and to add images, links, and tables. For example, add a description such as “Displays performance metrics for Payroll application”, or a label such as "NY Datacenter - Capacity Metrics".
- Title: Type the required title for the custom text.
- Always expand custom text: Select to display the custom text as expanded or collapsed.
- Editor: Type the required content and format it by using markdown tags such as * to create an unordered list and # to increase the font size. A preview of the formatted content is displayed in the Preview section.
- Insert image: Enable you to add an image. The selected image is displayed in the Preview section.
The following image illustrates the preview of the commonly-used standard markdown language tags. For more information about markdown tags, see Showdown's Markdown syntax.
Click Apply. The changes are updated in the view, and you continue in the edit mode.
Click Save.
The custom view page is created with the defined configuration.