Snapshot Filtering (Temporal Views)

Snapshot filtering lets you view an ownership diagram at a specific point in time or across a date range. It filters relationships and entities based on temporal dates and surfaces excluded items in the stencil so you can reintroduce them if needed.

How to apply a snapshot filter

1. Open an Ownership diagram.
2. In the toolbar, select Snapshot (camera icon).
3. Set the As of date (required).
4. Optional: set an Until date to create a date range.
5. Choose your filtering options (see Advanced filtering below).
6. Click Apply.

To remove the snapshot, open the Snapshot popover and click Clear.

What changes when a snapshot is active

Relationships on the canvas

• A relationship is shown if it overlaps the snapshot window.
  • Single date: relationship start ≤ date, and (no end date or end ≥ date).
  • Date range: relationship start ≤ range end, and (no end date or end ≥ range start).
• Relationships without dates are included or excluded based on Include undated.

Entities on the canvas

• Entities connected by at least one visible relationship remain on the canvas unless their own dates exclude them.
• The focal entity (the diagram’s core entity) is always visible.
• Standalone entities (no relationships in the snapshot) are evaluated using their group join/exit dates.

Entities moved to the stencil

• Date-excluded entities (their own dates fall outside the snapshot) are removed from the canvas and appear in the stencil as disabled items with a camera icon.
• Orphaned entities (no relationships in the snapshot window) are removed from the canvas and appear in the stencil as draggable items with a camera icon.
• Entities the user manually placed on the canvas are not removed as orphans.

Advanced filtering

These options are available in the Snapshot popover:

Include undated

• On: Relationships and entities without date data are treated as in-scope for the snapshot.
• Off: Undated relationships are excluded; undated standalone entities are excluded.

Hide disconnected entities

• On: Entities with no relationships in the snapshot window are removed from the canvas and placed in the stencil as orphaned (draggable) items.
• Off: Disconnected entities remain on the canvas if their own dates are valid for the snapshot.

Date range vs. single-date snapshot

• Single date (only As of date set): Shows the structure active on that exact date.
• Date range (As of + Until): Shows any structure active at any time within the range.

Visual cues in the stencil

• Camera icon: Entity is affected by the snapshot.
  • Disabled (greyed) = excluded by its own dates.
  • Draggable = orphaned in the snapshot period.
• Eye-off icon: Entity was manually hidden from the canvas (not a snapshot effect).

Tips

• If you need to keep a disconnected entity visible, drag it back to the canvas or disable Hide disconnected entities.
• Use date ranges when you want to show transitions over a period, and single dates for point-in-time analysis.