-
Notifications
You must be signed in to change notification settings - Fork 8
/
Copy pathGeneralfeatures.html
1007 lines (895 loc) · 61.8 KB
/
Generalfeatures.html
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
<!DOCTYPE html>
<!--[if IE 8]><html class="no-js lt-ie9" lang="en" > <![endif]-->
<!--[if gt IE 8]><!--> <html class="no-js" lang="en" > <!--<![endif]-->
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>General Features of valQ Custom Visual — valQ Custom Visual for Microsoft Power BI 1.0.0 documentation</title>
<script type="text/javascript" src="_static/js/modernizr.min.js"></script>
<script type="text/javascript" id="documentation_options" data-url_root="./" src="_static/documentation_options.js"></script>
<script type="text/javascript" src="_static/jquery.js"></script>
<script type="text/javascript" src="_static/underscore.js"></script>
<script type="text/javascript" src="_static/doctools.js"></script>
<script type="text/javascript" src="_static/language_data.js"></script>
<script type="text/javascript" src="_static/js/theme.js"></script>
<link rel="stylesheet" href="_static/css/theme.css" type="text/css" />
<link rel="stylesheet" href="_static/pygments.css" type="text/css" />
<link rel="stylesheet" href="_static/theme_overrides.css" type="text/css" />
<link rel="index" title="Index" href="genindex.html" />
<link rel="search" title="Search" href="search.html" />
<link rel="next" title="valQ in Power BI" href="valQ.html" />
<link rel="prev" title="Definitions" href="Definitions.html" />
</head>
<body class="wy-body-for-nav">
<div class="wy-grid-for-nav">
<nav data-toggle="wy-nav-shift" class="wy-nav-side">
<div class="wy-side-scroll">
<div class="wy-side-nav-search" >
<a href="index.html" class="icon icon-home"> valQ Custom Visual for Microsoft Power BI
<img src="_static/vbilogo.png" class="logo" alt="Logo"/>
</a>
<div role="search">
<form id="rtd-search-form" class="wy-form" action="search.html" method="get">
<input type="text" name="q" placeholder="Search docs" />
<input type="hidden" name="check_keywords" value="yes" />
<input type="hidden" name="area" value="default" />
</form>
</div>
</div>
<div class="wy-menu wy-menu-vertical" data-spy="affix" role="navigation" aria-label="main navigation">
<p class="caption"><span class="caption-text">Contents:</span></p>
<ul class="current">
<li class="toctree-l1"><a class="reference internal" href="Copyright.html">Copyright</a><ul>
<li class="toctree-l2"><a class="reference internal" href="Copyright.html#trademark-information">Trademark Information</a></li>
<li class="toctree-l2"><a class="reference internal" href="Copyright.html#patent-information">Patent Information</a></li>
<li class="toctree-l2"><a class="reference internal" href="Copyright.html#microsoft-power-bi-trademarks">Microsoft Power BI Trademarks</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Introduction.html">Introduction</a><ul>
<li class="toctree-l2"><a class="reference internal" href="Introduction.html#document-history">Document History</a></li>
<li class="toctree-l2"><a class="reference internal" href="Introduction.html#who-should-read-this-guide">Who should read this guide?</a></li>
<li class="toctree-l2"><a class="reference internal" href="Introduction.html#what-is-the-visual-bi-valq-for-power-bi-as-a-custom-visual-component">What is the Visual BI valQ for Power BI as a Custom Visual Component?</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Definitions.html">Definitions</a></li>
<li class="toctree-l1 current"><a class="current reference internal" href="#">General Features of valQ Custom Visual</a><ul>
<li class="toctree-l2"><a class="reference internal" href="#instructions-for-valq-custom-visual">Instructions for valQ Custom Visual</a></li>
<li class="toctree-l2"><a class="reference internal" href="#input-data">Input Data</a></li>
<li class="toctree-l2"><a class="reference internal" href="#tree-drill-down">Tree Drill Down</a></li>
<li class="toctree-l2"><a class="reference internal" href="#zoom-and-pan">Zoom and Pan</a></li>
<li class="toctree-l2"><a class="reference internal" href="#expand-collapse-of-tree-view">Expand/Collapse of Tree View</a></li>
<li class="toctree-l2"><a class="reference internal" href="#value-display-and-simulation-period">Value Display and Simulation Period</a></li>
<li class="toctree-l2"><a class="reference internal" href="#sub-models-filters">Sub Models - Filters</a></li>
<li class="toctree-l2"><a class="reference internal" href="#kpis">KPIs</a></li>
<li class="toctree-l2"><a class="reference internal" href="#data-simulation">Data Simulation</a></li>
<li class="toctree-l2"><a class="reference internal" href="#key-inputs">Key Inputs</a></li>
<li class="toctree-l2"><a class="reference internal" href="#scenarios-functionality">Scenarios Functionality</a></li>
<li class="toctree-l2"><a class="reference internal" href="#constraints">Constraints</a></li>
<li class="toctree-l2"><a class="reference internal" href="#visualization">Visualization</a></li>
<li class="toctree-l2"><a class="reference internal" href="#contextual-help-information">Contextual Help Information</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="#understanding-variances">Understanding Variances</a></li>
<li class="toctree-l1"><a class="reference internal" href="#understanding-the-node-widget-information">Understanding the Node Widget Information</a></li>
<li class="toctree-l1"><a class="reference internal" href="#conducting-what-if-analysis">Conducting what-if analysis</a></li>
<li class="toctree-l1"><a class="reference internal" href="#getting-more-information-about-a-value-driver">Getting more information about a Value driver</a></li>
<li class="toctree-l1"><a class="reference internal" href="#saving-and-opening-scenarios">Saving and Opening Scenarios</a></li>
<li class="toctree-l1"><a class="reference internal" href="valQ.html">valQ in Power BI</a></li>
<li class="toctree-l1"><a class="reference internal" href="ModelCategory.html">Model Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#new-tab">New Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#open-a-sample-model">Open a Sample Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#general">General</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#configuration">Configuration</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#display">Display</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#simulation">Simulation</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#business-definition">Business Definition</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#conditional-formatting">Conditional Formatting</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#secondary-kpis">Secondary KPIs</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#create-a-simple-model">Create a Simple Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#read-only-dynamic-tree-in-editor">Read only Dynamic Tree in Editor</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#dynamic-scaling-on-dynamic-tree">Dynamic Scaling on Dynamic Tree</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#create-an-advanced-model">Create an Advanced Model</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#import-an-advanced-model">Import an Advanced Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#import-from-excel">Import from Excel</a></li>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#import-from-an-export-file">Import from an Export File</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-new-tab">Additional Properties of New Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#node-tab">Node Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#quick-editor-in-node-tab">Quick Editor in Node Tab</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-node-tab">Additional Properties of Node Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#data-series-tab">Data Series Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#data-series-manager">Data Series Manager</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#time-aggregation-labels">Time Aggregation Labels</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#data-sorting">Data Sorting</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-data-series-tab">Additional Properties of Data Series Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#settings-tab">Settings Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#navigation-panel">Navigation Panel</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#nodes">Nodes</a><ul>
<li class="toctree-l4"><a class="reference internal" href="ModelCategory.html#contribution-and-performance-variance-percentage">Contribution and Performance Variance Percentage</a></li>
</ul>
</li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#canvas">Canvas</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#number-formatting">Number Formatting</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#id1">Conditional Formatting</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#color-theme">Color Theme</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-settings-tab">Additional Properties of Settings Tab</a></li>
</ul>
</li>
<li class="toctree-l2"><a class="reference internal" href="ModelCategory.html#general-tab">General Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#license-registration">License Registration</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#export">Export</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#writeback">Writeback</a></li>
<li class="toctree-l3"><a class="reference internal" href="ModelCategory.html#additional-properties-of-the-general-tab">Additional Properties of the General Tab</a></li>
</ul>
</li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="PlanCategory.html">Plan Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="PlanCategory.html#understanding-the-features">Understanding the features</a></li>
<li class="toctree-l2"><a class="reference internal" href="PlanCategory.html#budgeting-allocation-scenarios">Budgeting & allocation scenarios</a></li>
<li class="toctree-l2"><a class="reference internal" href="PlanCategory.html#other-features">Other features</a><ul>
<li class="toctree-l3"><a class="reference internal" href="PlanCategory.html#adding-a-note">Adding a Note</a></li>
<li class="toctree-l3"><a class="reference internal" href="PlanCategory.html#view-history">View History</a></li>
</ul>
</li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="SimulateCategory.html">Simulate Tab</a></li>
<li class="toctree-l1"><a class="reference internal" href="AnalyzeCategory.html">Analyze Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="AnalyzeCategory.html#variance-analysis">Variance Analysis</a></li>
</ul>
</li>
<li class="toctree-l1"><a class="reference internal" href="Storage and Collaboration.html">Storage and Collaboration</a></li>
<li class="toctree-l1"><a class="reference internal" href="Knownissues.html">Known Issues and Limitations</a></li>
</ul>
</div>
</div>
</nav>
<section data-toggle="wy-nav-shift" class="wy-nav-content-wrap">
<nav class="wy-nav-top" aria-label="top navigation">
<i data-toggle="wy-nav-top" class="fa fa-bars"></i>
<a href="index.html">valQ Custom Visual for Microsoft Power BI</a>
</nav>
<div class="wy-nav-content">
<div class="rst-content">
<div role="navigation" aria-label="breadcrumbs navigation">
<ul class="wy-breadcrumbs">
<li><a href="index.html">Docs</a> »</li>
<li>General Features of valQ Custom Visual</li>
<li class="wy-breadcrumbs-aside">
</li>
</ul>
<hr/>
</div>
<div role="main" class="document" itemscope="itemscope" itemtype="http://schema.org/Article">
<div itemprop="articleBody">
<div class="section" id="general-features-of-valq-custom-visual">
<span id="gfv"></span><h1>General Features of valQ Custom Visual<a class="headerlink" href="#general-features-of-valq-custom-visual" title="Permalink to this headline">¶</a></h1>
<div class="section" id="instructions-for-valq-custom-visual">
<h2>Instructions for valQ Custom Visual<a class="headerlink" href="#instructions-for-valq-custom-visual" title="Permalink to this headline">¶</a></h2>
<p>The valQ Custom Visual provides various components that the Designer can
use in conjunction with Microsoft Power BI. The valQ custom visual also
offers many configuration options.</p>
<p>In this guide, we will describe the common end user functionality using
a demo as an example. It is however important to understand that your
specific implementation may differ.</p>
<p>Once your designer has implemented and configured the valQ Custom
Visual, it will be accessed the same way you access your current Power
BI Apps.</p>
<p>When you open a valQ Custom Visual, it will open in a similar manner at
the screenshot below:</p>
<div class="figure align-center" id="id1">
<a class="reference internal image-reference" href="_images/4.1.png"><img alt="alternate text" src="_images/4.1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ Screen</span><a class="headerlink" href="#id1" title="Permalink to this image">¶</a></p>
</div>
<p>The left panel is the navigation panel and on the canvas you will find
the value driver tree. By default, the tree is open on collapsed mode at
a level defined by the designer. This is typically completely collapsed.</p>
<p>As part of the New Release, you will be able to hide the Navigation Panel in the Runtime by clicking the Collapse button as shown in the below Figure.</p>
<div class="figure align-center" id="id2">
<a class="reference internal image-reference" href="_images/navp.png"><img alt="alternate text" src="_images/navp.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Hiding Navigation Panel in Runtime</span><a class="headerlink" href="#id2" title="Permalink to this image">¶</a></p>
</div>
<p>As part of the New Release, you can also switch over from Table View Mode to Tree View Mode and vice versa using the button as shown in
the below Figure.</p>
<div class="figure align-center" id="id3">
<a class="reference internal image-reference" href="_images/tbt.png"><img alt="alternate text" src="_images/tbt.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Table/Tree View Mode</span><a class="headerlink" href="#id3" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="input-data">
<h2>Input Data<a class="headerlink" href="#input-data" title="Permalink to this headline">¶</a></h2>
<p>The valQ Custom Visual works with two input data series – the primary
and the comparison data series. A common way of using this is to compare
Forecast vs Budget, Budget vs Last Year Actuals etc. The data series is
at a certain time grain. This would typically be 1 year by 12 months or
a multiyear view like 5 years plan by year.</p>
<p>The selecting of the time series will often be based on Filters or
Variables. A typical scenario is where the designer has defined 4
variables on the underlying data sources:</p>
<p>Primary:</p>
<p>Version: ie. Defaulted to Forecast</p>
<p>Year: ie. Defaulted to Current Year</p>
<p>Comparison:</p>
<p>Version ie. Defaulted to Budget</p>
<p>Year ie. Defaulted to Current Year</p>
<p>This allows the users to compare different versions and years in the
value driver tree model.</p>
<p>The valQ Custom Visual can display individual periods but can also apply
time aggregation such as Full Year, Year-to-Date. You can see the
currently selected Value Display aggregation on the Navigation Panel. In
the screenshot above, Full Year is selected. The primary value displayed
on the Widgets is therefore in this instance the Full Year aggregated
data.</p>
</div>
<div class="section" id="tree-drill-down">
<h2>Tree Drill Down<a class="headerlink" href="#tree-drill-down" title="Permalink to this headline">¶</a></h2>
<p>Nodes that has children will have an expand ‘>’ button to the right of
the Widget as highlighted below:</p>
<div class="figure align-center" id="id4">
<img alt="alternate text" src="_images/4.2.png" />
<p class="caption"><span class="caption-text">Nodes with children</span><a class="headerlink" href="#id4" title="Permalink to this image">¶</a></p>
</div>
<p>You can drill down the tree by clicking the expand button.</p>
<p>The tree will focus on the branches that are being expanded. You can
collapse any specific node by clicking the ‘<’ collapse button on the
right of a widget.</p>
<p>Value Driver Trees are in reality networks. The same driver may impact
multiple aspects of the Tree. The component therefore contains a concept
of linked nodes. Such nodes have a link <a class="reference internal" href="_images/image4.png"><img alt="..image::_static/image4" src="_images/image4.png" style="width: 0.14583in; height: 0.17708in;" /></a> icon that you can click
which will jump to where the linked node is defined and highlight the
node:</p>
<div class="figure align-center" id="id5">
<img alt="alternate text" src="_images/4.3.png" />
<p class="caption"><span class="caption-text">Link</span><a class="headerlink" href="#id5" title="Permalink to this image">¶</a></p>
</div>
<div class="figure align-center" id="id6">
<a class="reference internal image-reference" href="_images/4.4.png"><img alt="alternate text" src="_images/4.4.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Linked Nodes</span><a class="headerlink" href="#id6" title="Permalink to this image">¶</a></p>
</div>
<p>To collapse all nodes, click on the collapse icon on the bottom left of
the canvas <a class="reference internal" href="_images/image7.png"><img alt="..image::_static/image7" src="_images/image7.png" style="width: 1.26656in; height: 0.19667in;" /></a></p>
</div>
<div class="section" id="zoom-and-pan">
<h2>Zoom and Pan<a class="headerlink" href="#zoom-and-pan" title="Permalink to this headline">¶</a></h2>
<p>Value Driver Trees can be large. You can zoom and pan the canvas view.
If you are using an iPad or iPhone, you can zoom by pinching and pan by
dragging the same way you would navigate a map.</p>
<p>If you are using a mouse with a scroll wheel, you can point your curser
anywhere in the canvas and scroll the wheel to zoom in and out.</p>
<p>To pan, click and hold the left bottom of the mouse and drag the tree
around.</p>
<p>You can also use the zoom button to zoom if your device doesn’t support
other options <a class="reference internal" href="_images/image7.png"><img alt="..image::_static/image8" src="_images/image7.png" style="width: 1.26656in; height: 0.19667in;" /></a></p>
</div>
<div class="section" id="expand-collapse-of-tree-view">
<h2>Expand/Collapse of Tree View<a class="headerlink" href="#expand-collapse-of-tree-view" title="Permalink to this headline">¶</a></h2>
<p>As part of the New Release, you will be able to expand/collapse the Node Hierarchy at the required level using the Go To Level button (see Figure below).</p>
<div class="figure align-center" id="id7">
<a class="reference internal image-reference" href="_images/exl.png"><img alt="alternate text" src="_images/exl.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Expand/collapse one level</span><a class="headerlink" href="#id7" title="Permalink to this image">¶</a></p>
</div>
<p>For our example, the Node Hierarchy level has been selected as third level.</p>
</div>
<div class="section" id="value-display-and-simulation-period">
<h2>Value Display and Simulation Period<a class="headerlink" href="#value-display-and-simulation-period" title="Permalink to this headline">¶</a></h2>
<div class="figure align-center" id="id8">
<img alt="alternate text" src="_images/4.5.png" />
<p class="caption"><span class="caption-text">Value Display</span><a class="headerlink" href="#id8" title="Permalink to this image">¶</a></p>
</div>
<p>With the ‘Value Display’ functionality you can choose the time
aggregation you want to display as the primary value. The designer can
link certain nodes to a user selected scaling. You can select the scale
you wish to display by selecting this under the Value Display section.
Note that the options here can be configured so they may differ. It is
important to note that not all notes are scaled using this as the value
driver tree typically contains both amounts, prices, rates and physical
volumes.</p>
<p>In addition to the primary display value, the designer can also choose a
secondary value to be displayed. I.e. if you are showing Full Year as
primary, in the below example, it has been configured to visualize the
Month data as secondary:</p>
<div class="figure align-center" id="id9">
<a class="reference internal image-reference" href="_images/4.6.png"><img alt="alternate text" src="_images/4.6.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Value Display</span><a class="headerlink" href="#id9" title="Permalink to this image">¶</a></p>
</div>
<p>The time aggregation and display relates to the Simulation Period
selected.</p>
<p>When <strong>Month</strong> is selected, it shows the first month of the simulation
interval selected. By default, the simulation period is the selected
period and the future. This is an important concept as when we simulate,
we generally don’t want to apply a change to the past as we can’t change
it. It is possible to also set the ‘to’ period in a simulation, just
click <a class="reference internal" href="_images/image10.png"><img alt="..image::_static/image11" src="_images/image10.png" style="width: 0.25in; height: 0.23958in;" /></a> and highlight the month you want as the end period of a
simulation. This is however a special scenario.</p>
<div class="figure align-center" id="id10">
<a class="reference internal image-reference" href="_images/4.7.png"><img alt="alternate text" src="_images/4.7.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulation Period</span><a class="headerlink" href="#id10" title="Permalink to this image">¶</a></p>
</div>
<p><strong>YTD</strong> – the selected period -1 is the year to date data (eg. selected
simulation period is September to December, the YTD data will be from
Jan to August).</p>
<p>Note: Simulation of future periods will not impact the YTD data.</p>
<div class="figure align-center" id="id11">
<a class="reference internal image-reference" href="_images/4.8.png"><img alt="alternate text" src="_images/4.8.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Value Display and Simulation Period</span><a class="headerlink" href="#id11" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Full Year</strong> – Shows the full year cumulated data</p>
<div class="figure align-center" id="id12">
<a class="reference internal image-reference" href="_images/4.9.png"><img alt="alternate text" src="_images/4.9.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Value Display and Simulation Period</span><a class="headerlink" href="#id12" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Sim. Period</strong> – to simulate a specific period, for example a 3 month
rolling forecast from September to November, click the first month
September then click <a class="reference internal" href="_images/image10.png"><img alt="..image::_static/image15" src="_images/image10.png" style="width: 0.25in; height: 0.23958in;" /></a>and click the last month November for
simulation. You can then choose to only show the values aggregated for
the selected simulation periods</p>
<div class="figure align-center" id="id13">
<a class="reference internal image-reference" href="_images/4.10.png"><img alt="alternate text" src="_images/4.10.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Value Display and Simulation Period</span><a class="headerlink" href="#id13" title="Permalink to this image">¶</a></p>
</div>
<p>As part of the New Release, you will be able to view the Tooltip for all the Value Displays.
For our example, the Tooltip for the Month Value Display is shown in the below Figure.</p>
<div class="figure align-center" id="id14">
<img alt="alternate text" src="_images/vd1.png" />
<p class="caption"><span class="caption-text">Tooltip for Month Value Display</span><a class="headerlink" href="#id14" title="Permalink to this image">¶</a></p>
</div>
<p>Similarly you can view the Tooltip for other Value Displays.</p>
</div>
<div class="section" id="sub-models-filters">
<h2>Sub Models - Filters<a class="headerlink" href="#sub-models-filters" title="Permalink to this headline">¶</a></h2>
<p>If your Value Driver Tree is large, the designer may have defined
specific sub views. These would be listed under the Sub Models Section
of the Navigation Panel. When clicking on one of these views, the tree
will be filtered and the specific node will be made the top node.
Calculation dependencies are still respected but this significantly
improves the navigation as it focuses the tree on a specific area.</p>
<p>In this example, the options defined are:</p>
<ul class="simple">
<li><p>Open all company level: Net Profit</p></li>
<li><p>Open per department: Mining, Processing or the operational tree for
Mill Throughput</p></li>
</ul>
<div class="figure align-center" id="id15">
<img alt="alternate text" src="_images/4.11.png" />
<p class="caption"><span class="caption-text">Sub Models – Filters</span><a class="headerlink" href="#id15" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="kpis">
<h2>KPIs<a class="headerlink" href="#kpis" title="Permalink to this headline">¶</a></h2>
<p>The Navigation Panel can be configured to list a set of KPI’s from the
value driver tree. You are able to navigate to each of them for a fast
view on the simulation impact on a given KPI. Click on the KPI to
navigate to the node.</p>
<div class="figure align-center" id="id16">
<a class="reference internal image-reference" href="_images/4.12.png"><img alt="alternate text" src="_images/4.12.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">KPIs</span><a class="headerlink" href="#id16" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="data-simulation">
<h2>Data Simulation<a class="headerlink" href="#data-simulation" title="Permalink to this headline">¶</a></h2>
<p>There are 2 options to simulate:</p>
<ul class="simple">
<li><p>Hover over a desired node to simulate, slide the scaling button to
right for positive impact or left for negative impact. The simulation
will be showed on the right hand side. A window will open displaying
the changes. The pencil icon will display the change in percentage
that has been made: <a class="reference internal" href="_images/image17.png"><img alt="..image::_static/image19" src="_images/image17.png" style="width: 0.28125in; height: 0.29167in;" /></a>, and a legend with percentage showing
if the adjust has made the scenario better or worse <a class="reference internal" href="_images/image18.png"><img alt="..image::_static/image20" src="_images/image18.png" style="width: 0.5625in; height: 0.25in;" /></a>.</p></li>
</ul>
<div class="figure align-center" id="id17">
<img alt="alternate text" src="_images/4.13.png" />
<p class="caption"><span class="caption-text">Data Simulation</span><a class="headerlink" href="#id17" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>Click on the arrow icon of the node <a class="reference internal" href="_images/image20.png"><img alt="..image::_static/image22" src="_images/image20.png" style="width: 0.1875in; height: 0.16667in;" /></a> then click ‘Edit Key
Input’ <a class="reference internal" href="_images/image21.png"><img alt="..image::_static/image23" src="_images/image21.png" style="width: 0.16667in; height: 0.1875in;" /></a> and manually edit the changes in simulation per
period. Click X to close manual input table.</p></li>
</ul>
<p>Notes</p>
<ul class="simple">
<li><p>You can update the periods highlighted in YELLOW based on the
selected simulation period.</p></li>
</ul>
<div class="figure align-center" id="id18">
<a class="reference internal image-reference" href="_images/4.14.png"><img alt="alternate text" src="_images/4.14.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulation Periods</span><a class="headerlink" href="#id18" title="Permalink to this image">¶</a></p>
</div>
<p>The edit icon will indicate the months that have been edited.</p>
<div class="figure align-center" id="id19">
<a class="reference internal image-reference" href="_images/4.15.png"><img alt="alternate text" src="_images/4.15.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulation Periods</span><a class="headerlink" href="#id19" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>You can update the ‘Variation’ column which will overwrite the
numbers in the selected simulation periods. Any manual updates in
period will not be overwritten by the ‘Variation’ column. In the
example below, in blue are the months which were manually edited and
in orange are highlighted the variation and in this case the month to
which the variation was applied.</p></li>
</ul>
<div class="figure align-center" id="id20">
<a class="reference internal image-reference" href="_images/4.16.png"><img alt="alternate text" src="_images/4.16.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulation Periods</span><a class="headerlink" href="#id20" title="Permalink to this image">¶</a></p>
</div>
<p>Click reset icon to return to the original data <a class="reference internal" href="_images/image25.png"><img alt="..image::_static/image27" src="_images/image25.png" style="width: 0.21875in; height: 0.21875in;" /></a>.</p>
<p>As part of the New Release, you can simulate the Node having “0” as the value. When the slider is moved to the right end, it will show positive values and when the
slider is moved to the left end, it will show negative values. The property of the Simulation remains the same for the Change Percentage,
Manual, Growth Percentage and Constant options.</p>
<div class="figure align-center" id="id21">
<a class="reference internal image-reference" href="_images/zero1.png"><img alt="alternate text" src="_images/zero1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulated Node having “0” as values</span><a class="headerlink" href="#id21" title="Permalink to this image">¶</a></p>
</div>
<p>From the above Figure, you can observe that the Growth Percentage has been selected as an option.</p>
</div>
<div class="section" id="key-inputs">
<h2>Key Inputs<a class="headerlink" href="#key-inputs" title="Permalink to this headline">¶</a></h2>
<p>Key Inputs is available on the left side panel to directly simulate key
cost drivers without going into the node details.</p>
<p>Click the ‘Edit Key Input’ icon <a class="reference internal" href="_images/image26.png"><img alt="..image::_static/image28" src="_images/image26.png" style="width: 0.16665in; height: 0.18748in;" /></a> and manually edit the changes
in simulation per periods.</p>
<div class="figure align-center" id="id22">
<img alt="alternate text" src="_images/4.17.png" />
<p class="caption"><span class="caption-text">Key Inputs</span><a class="headerlink" href="#id22" title="Permalink to this image">¶</a></p>
</div>
<p>Notes:</p>
<ul class="simple">
<li><p>Can update the periods highlighted in YELLOW based on the selected
simulation period. All the changes in the Key Assumptions are
highlighted in the left side panel side.</p></li>
</ul>
<div class="figure align-center" id="id23">
<a class="reference internal image-reference" href="_images/4.18.png"><img alt="alternate text" src="_images/4.18.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulation Periods</span><a class="headerlink" href="#id23" title="Permalink to this image">¶</a></p>
</div>
<p>Click X to close manual input table.</p>
<ul class="simple">
<li><p>Click a Key Assumption or Key Performance Indicator and it will
highlight the source nodes to further check the details.</p></li>
</ul>
<div class="figure align-center" id="id24">
<a class="reference internal image-reference" href="_images/4.19.png"><img alt="alternate text" src="_images/4.19.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Key Inputs</span><a class="headerlink" href="#id24" title="Permalink to this image">¶</a></p>
</div>
<p>All simulations are highlighted in the upper right corner.</p>
<p><a class="reference internal" href="_images/image30.png"><img alt="..image::_static/image32" src="_images/image30.png" style="width: 2.31221in; height: 0.31246in;" /></a></p>
<p>Click <a class="reference internal" href="_images/image31.png"><img alt="..image::_static/image33" src="_images/image31.png" style="width: 0.14581in; height: 0.1354in;" /></a> to return to the original selected version without any
simulation.</p>
<p>When more number of simulations are done, you will be able to view the More button in the upper right corner. By clicking
the More button, you will be able to see the remaining simulations as shown in the below Figure.</p>
<div class="figure align-center" id="id25">
<a class="reference internal image-reference" href="_images/more.png"><img alt="alternate text" src="_images/more.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simulations - More option button</span><a class="headerlink" href="#id25" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="scenarios-functionality">
<h2>Scenarios Functionality<a class="headerlink" href="#scenarios-functionality" title="Permalink to this headline">¶</a></h2>
<p>You can create multiple scenarios in parallel, compare them as well as
sharing the collection with others.</p>
<p>This is how you do it.</p>
<ul class="simple">
<li><p>Create a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).</p></li>
</ul>
<div class="figure align-center" id="id26">
<img alt="alternate text" src="_images/sf1.png" />
<p class="caption"><span class="caption-text">Create Scenario</span><a class="headerlink" href="#id26" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>You can view the Context Drop Down Menu as shown in the below Figure.</p></li>
</ul>
<div class="figure align-center" id="id27">
<img alt="alternate text" src="_images/sf2.png" />
<p class="caption"><span class="caption-text">Context Drop Down Menu</span><a class="headerlink" href="#id27" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>After clicking the Context Drop Down Menu, you will be able to view
the Menu items such as Copy Scenario, Edit and Delete Functions (see
Figure below).</p></li>
</ul>
<div class="figure align-center" id="id28">
<img alt="alternate text" src="_images/sf3.png" />
<p class="caption"><span class="caption-text">Context Drop Down Menu Items</span><a class="headerlink" href="#id28" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>When you click the “Copy Scenario” Menu Item, you will be able to
create the Scenario 2 with the same configuration as done for
Scenario 1.</p></li>
</ul>
<div class="figure align-center" id="id29">
<a class="reference internal image-reference" href="_images/sf4.png"><img alt="alternate text" src="_images/sf4.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Scenario 1</span><a class="headerlink" href="#id29" title="Permalink to this image">¶</a></p>
</div>
<p>The above Figure shows the settings for Scenario 1. When you click the
“Copy Scenario” Menu Item, you will be able to view the Scenario 2 being
created with the same set of configuration done for Scenario 1 (see
Figure below).</p>
<div class="figure align-center" id="id30">
<a class="reference internal image-reference" href="_images/sf5.png"><img alt="alternate text" src="_images/sf5.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Scenario 2</span><a class="headerlink" href="#id30" title="Permalink to this image">¶</a></p>
</div>
<p>The copied scenario is the replicate of the last scenario (e.g. Scenario
2 will have the same data from the copied Scenario 1.</p>
<ul class="simple">
<li><p>By clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).</p></li>
</ul>
<div class="figure align-center" id="id31">
<img alt="alternate text" src="_images/sf6.png" />
<p class="caption"><span class="caption-text">Scenario 1 Edit</span><a class="headerlink" href="#id31" title="Permalink to this image">¶</a></p>
</div>
<p>From the above Figure, you can observe that you will be able to edit the
labels for the Title and Description for the selected Scenario.</p>
<ul class="simple">
<li><p>By clicking the “Delete” Menu Item, you will be able to delete the
entire Scenario.</p></li>
<li><p>Click ‘Create a new Scenario and make it the active scenario’ icon as shown below</p></li>
</ul>
<div class="figure align-center" id="id32">
<img alt="alternate text" src="_images/sfi1.png" />
<p class="caption"><span class="caption-text">Create a new Scenario and make it the active scenario icon</span><a class="headerlink" href="#id32" title="Permalink to this image">¶</a></p>
</div>
<p>This will create a new Scenario and will highlight the created Scenario as the active scenario.</p>
<ul class="simple">
<li><p>Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).</p></li>
</ul>
<div class="figure align-center" id="id33">
<img alt="alternate text" src="_images/sfi2.png" />
<p class="caption"><span class="caption-text">Compare Scenario icon</span><a class="headerlink" href="#id33" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>Comparison report compares all scenarios that have been created in
the active collection. It also shows the Simulated Data Scenario
(Baseline: Full Year), Comparison Version (Full Year) and Simulated
Data Scenario Year to Date (Baseline: YTD).</p></li>
<li><p>From the below Figure, the GREEN fonts denotes the most favorable
results and the RED fonts denotes the least favorable result in the
scenario comparison report.</p></li>
</ul>
<div class="figure align-center" id="id34">
<a class="reference internal image-reference" href="_images/sf7.png"><img alt="alternate text" src="_images/sf7.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Full Year Scenario Comparison</span><a class="headerlink" href="#id34" title="Permalink to this image">¶</a></p>
</div>
<div class="figure align-center" id="id35">
<a class="reference internal image-reference" href="_images/sf8.png"><img alt="alternate text" src="_images/sf8.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Full Year Scenario Comparison</span><a class="headerlink" href="#id35" title="Permalink to this image">¶</a></p>
</div>
<p>As part of the New Release, you will be able to download the excel file of the compared scenarios based on your choice by clicking the “Download to Excel” option
in the Scenario Comparison screen as shown below.</p>
<div class="figure align-center" id="id36">
<a class="reference internal image-reference" href="_images/scom1.png"><img alt="alternate text" src="_images/scom1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Download option in Scenario Comparison screen</span><a class="headerlink" href="#id36" title="Permalink to this image">¶</a></p>
</div>
<p>You can select the Scenario and download the excel file as shown in the below Figure.</p>
<div class="figure align-center" id="id37">
<img alt="alternate text" src="_images/scom2.png" />
<p class="caption"><span class="caption-text">Scenario selection</span><a class="headerlink" href="#id37" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>You have the option to make additional simulation in the new scenario
or click the icon appearing in the top most right pane to
return to the original selected version without any simulation and
then make a new simulation (see Figure below).</p></li>
</ul>
<div class="figure align-center" id="id38">
<img alt="alternate text" src="_images/sfi3.png" />
<p class="caption"><span class="caption-text">Reset All icon</span><a class="headerlink" href="#id38" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).</p></li>
</ul>
<div class="figure align-center" id="id39">
<img alt="alternate text" src="_images/sfi4.png" />
<p class="caption"><span class="caption-text">Download icon</span><a class="headerlink" href="#id39" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>Click the icon for write back functionality (see Figure below). By clicking
this option you will be able to write back/post valQ data to a
configured URL in the server.</p></li>
</ul>
<div class="figure align-center" id="id40">
<img alt="alternate text" src="_images/sfi5.png" />
<p class="caption"><span class="caption-text">Write back icon</span><a class="headerlink" href="#id40" title="Permalink to this image">¶</a></p>
</div>
<p>By clicking the Configure URL to write back the current scenario option, you will be able to select any one among the two different options to write back the current scenario
to the configured URL in the server (see Figure below).</p>
<div class="figure align-center" id="id41">
<a class="reference internal image-reference" href="_images/wb1.png"><img alt="alternate text" src="_images/wb1.png" style="width: 300px;" /></a>
<p class="caption"><span class="caption-text">Write back options</span><a class="headerlink" href="#id41" title="Permalink to this image">¶</a></p>
</div>
<ul class="simple">
<li><p>The created Scenarios can be reordered based on our choice by a
simple drag and drop options. For our example, you have reordered the
Scenarios as shown in the below Figure.</p></li>
</ul>
<div class="figure align-center" id="id42">
<img alt="alternate text" src="_images/sf9.png" />
<p class="caption"><span class="caption-text">Reordered Scenarios</span><a class="headerlink" href="#id42" title="Permalink to this image">¶</a></p>
</div>
<p>Based on the reordered scenarios, you will be able to view the
Comparison Report with the similar reordered hierarchy as shown in the
below Figure.</p>
<div class="figure align-center" id="id43">
<a class="reference internal image-reference" href="_images/sf10.png"><img alt="alternate text" src="_images/sf10.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Comparison Report with reordered Scenarios</span><a class="headerlink" href="#id43" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="constraints">
<h2>Constraints<a class="headerlink" href="#constraints" title="Permalink to this headline">¶</a></h2>
<p>Constraints are also available in the left side panel that identifies
the metrics that are overcapacity (highlighted in RED fonts) or still
have opportunities for further improvements (WHITE fonts).</p>
<p>Notes:</p>
<ul class="simple">
<li><p>RED fonts means over capacity as compared to the maximum limit. (e.g.
Production Rate 1.680 tonnes per hour is over capacity as compared to
the maximum limit of 1.600 tonnes per hour).</p></li>
<li><p>WHITE fonts means still have opportunities for improvement as
compared to the maximum limit.</p></li>
</ul>
<div class="figure align-center" id="id44">
<img alt="alternate text" src="_images/4.23.png" />
<p class="caption"><span class="caption-text">Constraints</span><a class="headerlink" href="#id44" title="Permalink to this image">¶</a></p>
</div>
<div class="figure align-center" id="id45">
<img alt="alternate text" src="_images/4.24.png" />
<p class="caption"><span class="caption-text">Constraints</span><a class="headerlink" href="#id45" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="visualization">
<h2>Visualization<a class="headerlink" href="#visualization" title="Permalink to this headline">¶</a></h2>
<p>Visualization is available in the left side Navigation panel which helps the users view the Tree in the Table or Tree format based on their choice.
By using the View Mode, the user can select three different view modes namely Full, Standard and Minimal to view the
Tree or Table Format.</p>
<p>The below Figure represents the Tree View Format with the View Mode being selected as “Full”. Here you can observe that the
Nodes will be displayed in Full mode.</p>
<div class="figure align-center" id="id46">
<a class="reference internal image-reference" href="_images/4.25.png"><img alt="alternate text" src="_images/4.25.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Visualization - Display as Tree and View Mode selected as Full</span><a class="headerlink" href="#id46" title="Permalink to this image">¶</a></p>
</div>
<p>The below Figure represents the Table View Format with the View Mode being selected as “Standard”. Here you can observe that the
Table view will show the Primary value, Comparison value, Variance and Variance % values for the Full Year.</p>
<div class="figure align-center" id="id47">
<a class="reference internal image-reference" href="_images/4.26.png"><img alt="alternate text" src="_images/4.26.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Visualization - Display as Table and View Mode selected as Standard</span><a class="headerlink" href="#id47" title="Permalink to this image">¶</a></p>
</div>
<p>When the View Mode is selected as “Full”, then you will be able to view the Table with Primary value, Comparison value, Variance and Variance % values for the Full Year and also the same set of values for the Month.</p>
<p>When the View Mode is selected as “Minimal”, then you will be able to view only the Primary value and Comparison value for the Full Year.</p>
</div>
<div class="section" id="contextual-help-information">
<h2>Contextual Help Information<a class="headerlink" href="#contextual-help-information" title="Permalink to this headline">¶</a></h2>
<p>As part of the New Release, the Contextual Help Information feature has been included in the Advance Editor window by which the user can be
directed to the specific help page. For our example, navigate to the Settings Tab and click the
Navigation Panel. You can view the Contextual Help Information icon (see Figure below).</p>
<div class="figure align-center" id="id48">
<img alt="alternate text" src="_images/con1.png" />
<p class="caption"><span class="caption-text">Icon for Contextual Help Information</span><a class="headerlink" href="#id48" title="Permalink to this image">¶</a></p>
</div>
<p>By clicking the Contextual Help Information icon, you will be redirected to the Help Information page for the Navigation Panel.</p>
</div>
</div>
<div class="section" id="understanding-variances">
<h1>Understanding Variances<a class="headerlink" href="#understanding-variances" title="Permalink to this headline">¶</a></h1>
<p>The starting point for a simulation is a selection of two versions -
<strong>Primary Version</strong> and a <strong>Comparison Version</strong> and a year. For
instance a forecast vs current budget.</p>
<p>Once we start simulating, changes are applied to the primary version. We
call this changing version the Simulation.</p>
<p>To understand the improvements we achieve, we also keep track of the
original values from the primary version without simulation changes. We
therefore have 3 data series in the model that we calculate and compare:</p>
<ol class="arabic simple">
<li><p>Simulation (The Primary Version including applied variations)</p></li>
<li><p>Original (The Primary Version without variations)</p></li>
<li><p>Target (The Comparison Version)</p></li>
</ol>
<p>Based on the above, we calculate the following variances:</p>
<ul class="simple">
<li><p>Simulated Variance (Simulation vs Target)</p></li>
</ul>
<p>Q: If we changed these things, would we hit target?</p>
<ul class="simple">
<li><p>Simulation Impact (Simulation vs Original)</p></li>
</ul>
<p>Q: How much would we improve if we made these changes?</p>
<ul class="simple">
<li><p>Original Variance (Original vs. Target)</p></li>
</ul>
<p>Q: What was our variance if we did nothing?</p>
</div>
<div class="section" id="understanding-the-node-widget-information">
<h1>Understanding the Node Widget Information<a class="headerlink" href="#understanding-the-node-widget-information" title="Permalink to this headline">¶</a></h1>
<p>The Node Widget for a Value Driver displays key information such as
value, variance, simulation impacts and trend without having to navigate
further.</p>
<div class="figure align-center" id="id49">
<a class="reference internal image-reference" href="_images/6.1.png"><img alt="alternate text" src="_images/6.1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Node Widget Information</span><a class="headerlink" href="#id49" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="conducting-what-if-analysis">
<h1>Conducting what-if analysis<a class="headerlink" href="#conducting-what-if-analysis" title="Permalink to this headline">¶</a></h1>
<p>One of the main aspects of the valQ Custom Visual is to be able to
simulate the impacts changes to key drivers such as prices have on the
full year forecast. As we can’t change the past, such a simulated change
should only be applied to future period. The valQ Custom Visual have
this capability. When performing what-if analysis, the period that a
simulation should be applied from is selected in the Side Panel (current
period is default):</p>
<div class="figure align-center" id="id50">
<a class="reference internal image-reference" href="_images/7.1.png"><img alt="alternate text" src="_images/7.1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">What-if-Analysis</span><a class="headerlink" href="#id50" title="Permalink to this image">¶</a></p>
</div>
<p>Assuming that we calculate fuel cost based on litre per month and price
as $/l and we are at the end of period 9, the simulated cost should be
calculated first at the monthly level with the % change applied to
period 9 and onwards. Once the individual months are calculated, they
can then be aggregated based on the rule of the node (sum for diesel
cost, weighted average for diesel price):</p>
<div class="figure align-center">
<img alt="alternate text" src="_images/formula.png" />
</div>
<p>When hovering over a node, the bottom half of the node becomes a slider.
Drag the slider left to vary the node by a negatively, drag right for
positive. As you drag, the values for the selected node is dynamically
recalculated and displayed. When releasing, the tree will immediately
recalculate all dependent nodes and show the result.</p>
<div class="figure align-center" id="id51">
<img alt="alternate text" src="_images/7.2.png" />
<p class="caption"><span class="caption-text">Simulation</span><a class="headerlink" href="#id51" title="Permalink to this image">¶</a></p>
</div>
<p>A simulation change is either a pct. Change, a fixed future price or a
pct. Growth depending on the simulation model defined for the value
driver.</p>
<p>The default method for the driver can be seen on the simulation tooltip.
You can also change the selected model by selecting at the bottom of the
tooltip.</p>
<div class="figure align-center" id="id52">
<img alt="alternate text" src="_images/7.3.png" />
<p class="caption"><span class="caption-text">Simulation Tooltip</span><a class="headerlink" href="#id52" title="Permalink to this image">¶</a></p>
</div>
<p>Understanding that a change is applied to the selected periods only is
particularly important to understand when displaying the Full Year value
and the node is using a weighted average. The displayed value is the
weighted average value for the full year, not the value for future
periods.</p>
<p>A simplified example will help understanding this critical concept.
Let’s assume that the diesel price is $1.014 for all periods and the
monthly fuel consumption is constant as well at 1m litres and we have
selected period 9 as we want to apply the simulation to the remaining
periods of the year.</p>
<p>We now drag the slider for the fuel price to the right and the node will
show the new weighted average value. Let’s say we drag it to the right
so the full year weighted average is $1.030. As the first 8 periods were
$1.014, the weighted average of $1.030 means that the simulated price
change is equivalent of a future fuel price of $1.20. To better
understand the individual future period simulations when looking a Full
Year aggregated number, it is useful to pay attention to the Month Data
also shown on the node. The real world is a little more complex as the
price is not necessarily the same every month and the fuel consumed is
unlikely to be constant as well. Below is an example of such a
simulation based on a real data set:</p>
<div class="figure align-center" id="id53">
<img alt="alternate text" src="_images/7.4.png" />
<p class="caption"><span class="caption-text">Simulation</span><a class="headerlink" href="#id53" title="Permalink to this image">¶</a></p>
</div>
<p>The weighted average price was 1.014. We now simulated a 2% increase in
the prices selected and future periods which equates to a new weighted
average price of 1.030. If you look at the month Value, you can see for
the selected month, this equates to the higher price of 1.195.</p>
<p>Multiple variations can be applied in parallel as they are expressed as
pct. The top left % indicate the cumulative impact on this particular
node of all simulation that impacts it.</p>
<p>Any node with a variation will have the blue pen icon in the top middle
showing the percentage the node has been varied with. For quick what-if
analysis at any level and a dynamic work process from the general to the
specific, you can apply a simulation on any level.</p>
<p>Certain nodes may have been locked from changes in the model. This is
generally when there is a specific reason not to vary this node directly
for consistency purposes. A locked node will not have the grey pen icon
<a class="reference internal" href="_images/image46.png"><img alt="..image::_static/image48" src="_images/image46.png" style="width: 0.19792in; height: 0.13542in;" /></a>or a slider when hovering.</p>
<p>Certain nodes may be displayed multiple times in the tree. An example is
Material Moved as it affects Mining and Mill Throughput. In these
scenarios, one node is linked to the other. If you simulate a change in
a linked node, the node it is pointing to is instead changed so it
applies both to the selected node and anywhere else where the driver is
used. If a node is a linked node, it has the Linked node text in the
bottom right corner:</p>
<div class="figure align-center" id="id54">
<img alt="alternate text" src="_images/7.5.png" />
<p class="caption"><span class="caption-text">Simulation</span><a class="headerlink" href="#id54" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="getting-more-information-about-a-value-driver">
<h1>Getting more information about a Value driver<a class="headerlink" href="#getting-more-information-about-a-value-driver" title="Permalink to this headline">¶</a></h1>
<p>If you click on a node Widget, a Pop up screen is displayed with
additional information on the selected node.</p>
<div class="figure align-center" id="id55">
<a class="reference internal image-reference" href="_images/8.1.png"><img alt="alternate text" src="_images/8.1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Information on Value Driver</span><a class="headerlink" href="#id55" title="Permalink to this image">¶</a></p>
</div>
<p>For some nodes, the designer may have added a description beyond the
title. If so, this will be displayed below the title.</p>
<p>If a node is calculated, a simplified version of the formula is
displayed. This is the technical formula that is used to calculate
individual period values. To calculate the real values, all simulation
variations that affects the node are applied to selected and future
periods and the aggregation rules for the node is applied (sum or
weighted average).</p>
<p>The trend chart compares the simulated value to the comparison version
as well as showing the original value as the dotted line on the bar if
simulation variations are active. If you hover over the bar, you will
the see the details for the period.</p>
<p>The table on the top right shows the period and full year values and the
variance calculations as per the definition previously in this document.</p>
<p>The valQ Custom Visual also analyses all the active simulations to see
if any impacts this particular node. If so, it then analyses how much
each of the active simulation changes contributes to the overall impact
on this node and generates a waterfall diagram with the break down which
is displayed in the bottom right panel.</p>
<p>In some scenarios, you may vary multiple factors impacting the same node
in a compound nature. I.e. you vary both sales volume and sales price
and want to know the impact on revenue. As the sum of both changes is
more than the impact of each individually, the waterfall chart breaks
down each of the individual impacts and a compound impact bar.</p>
<p>As part of the latest Release, you will be able to view the Value Display Tooltip by hovering the mouse over the Trend Chart Area
in the Pop up screen (see Figure below). Also you can view the data labels for the X Axis. The values representing the loss status will be in Red
color and the values representing the gain status will be in Green color as shown in the below Figure.</p>
<div class="figure align-center" id="id56">
<a class="reference internal image-reference" href="_images/12.25a.png"><img alt="alternate text" src="_images/12.25a.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Pop up screen Display</span><a class="headerlink" href="#id56" title="Permalink to this image">¶</a></p>
</div>
<p>For more details on Pop up screen, you can refer the link: <a class="reference external" href="https://valq.com/blogs/video-valq-pop-up-screen-nodes">https://valq.com/blogs/video-valq-pop-up-screen-nodes</a></p>
</div>
<div class="section" id="saving-and-opening-scenarios">
<h1>Saving and Opening Scenarios<a class="headerlink" href="#saving-and-opening-scenarios" title="Permalink to this headline">¶</a></h1>
<p>The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.</p>
<p>When clicking the Edit button <a class="reference internal" href="_images/image49.png"><img alt="..image::_static/image51" src="_images/image49.png" style="width: 0.21872in; height: 0.19789in;" /></a> , you will be asked to provide a
Scenario Title Name.</p>
<div class="figure align-center" id="id57">
<img alt="alternate text" src="_images/9.1.png" />
<p class="caption"><span class="caption-text">Scenario Title Name</span><a class="headerlink" href="#id57" title="Permalink to this image">¶</a></p>
</div>
<p>You will be also able to delete the existing scenario from there using
the Delete button <a class="reference internal" href="_images/image51.png"><img alt="..image::_static/image53" src="_images/image51.png" style="width: 0.18748in; height: 0.15623in;" /></a>.</p>
<p>There is also an option to export the value driver tree data set to xml.
It will create an unformatted spreadsheet with the tree and all the node
data.</p>
</div>
</div>
</div>
<footer>
<div class="rst-footer-buttons" role="navigation" aria-label="footer navigation">
<a href="valQ.html" class="btn btn-neutral float-right" title="valQ in Power BI" accesskey="n" rel="next">Next <span class="fa fa-arrow-circle-right"></span></a>
<a href="Definitions.html" class="btn btn-neutral float-left" title="Definitions" accesskey="p" rel="prev"><span class="fa fa-arrow-circle-left"></span> Previous</a>
</div>
<hr/>
<div role="contentinfo">
<p>
© Copyright 2019, Visual BI Solutions
</p>
</div>
</footer>
</div>
</div>
</section>
</div>
<script type="text/javascript">
jQuery(function () {
SphinxRtdTheme.Navigation.enable(true);
});
</script>