General Features of ValQ Custom Visual¶
+General Features of valQ Custom Visual¶
Instructions for ValQ Custom Visual¶
-The ValQ Custom Visual provides various components that the Designer can -use in conjunction with Microsoft Power BI. The ValQ custom visual also +
Instructions for valQ Custom Visual¶
+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.
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.
-Once your designer has implemented and configured the ValQ Custom +
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.
-When you open a ValQ Custom Visual, it will open in a similar manner at +
When you open a valQ Custom Visual, it will open in a similar manner at the screenshot below:
-ValQ Screen
+valQ Screen
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 @@ -275,7 +276,7 @@
Instructions for ValQ Custom Visual
Input Data¶
-The ValQ Custom Visual works with two input data series – the primary
+
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
@@ -291,7 +292,7 @@
Input Data
Expand/Collapse One Level¶
+In the Runtime, you will be able to expand/collapse the Node Hierarchy at one level using the “<” and “>” buttons (see Figure below).
+
+Expand/collapse one level
+For our example, the Node Hierarchy level has been driven from second level to third level.
+Value Display and Simulation Period¶
-
Value Display
Value Display and Simulation Period
+
Value Display
@@ -369,7 +379,7 @@ Value Display and Simulation Period
and highlight the month you want as the end period of a
simulation. This is however a special scenario.
-
+
Simulation Period
@@ -377,12 +387,12 @@ Value Display and Simulation Period
+
Value Display and Simulation Period
Full Year – Shows the full year cumulated data
-
+
Value Display and Simulation Period
@@ -391,10 +401,17 @@ Value Display and Simulation Periodand click the last month November for
simulation. You can then choose to only show the values aggregated for
the selected simulation periods
-
+
Value Display and Simulation Period
+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.
+
+
+Tooltip for Month Value Display
+
+Similarly you can view the Tooltip for other Value Displays.
Sub Models - Filters¶
@@ -410,7 +427,7 @@ Sub Models - Filters
+
Sub Models – Filters
@@ -421,7 +438,7 @@ KPIs¶
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.
-
+
KPIs
@@ -437,7 +454,7 @@ Data Simulation
, and a legend with percentage showing
if the adjust has made the scenario better or worse 
.
-
+
Data Simulation
@@ -451,12 +468,12 @@ Data Simulation
+
Simulation Periods
The edit icon will indicate the months that have been edited.
-
+
Simulation Periods
@@ -468,7 +485,7 @@ Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs
and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button 
, you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button 
and Exit Design Mode
button 
at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Value Display
and highlight the month you want as the end period of a
simulation. This is however a special scenario.
-
Simulation Period
Value Display and Simulation Period
+
Value Display and Simulation Period
Full Year – Shows the full year cumulated data
-
+
Value Display and Simulation Period
@@ -391,10 +401,17 @@ Value Display and Simulation Periodand click the last month November for
simulation. You can then choose to only show the values aggregated for
the selected simulation periods
-
+
Value Display and Simulation Period
+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.
+
+
+Tooltip for Month Value Display
+
+Similarly you can view the Tooltip for other Value Displays.
Sub Models - Filters¶
@@ -410,7 +427,7 @@ Sub Models - Filters
+
Sub Models – Filters
@@ -421,7 +438,7 @@ KPIs¶
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.
-
+
KPIs
@@ -437,7 +454,7 @@ Data Simulation, and a legend with percentage showing
if the adjust has made the scenario better or worse .
-
+
Data Simulation
@@ -451,12 +468,12 @@ Data Simulation
+
Simulation Periods
The edit icon will indicate the months that have been edited.
-
+
Simulation Periods
@@ -468,7 +485,7 @@ Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Value Display and Simulation Period
Value Display and Simulation Period
Value Display and Simulation Periodand click the last month November for
simulation. You can then choose to only show the values aggregated for
the selected simulation periods
-
+
Value Display and Simulation Period
+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.
+
+
+Tooltip for Month Value Display
+
+Similarly you can view the Tooltip for other Value Displays.
Sub Models - Filters¶
@@ -410,7 +427,7 @@ Sub Models - Filters
+
Sub Models – Filters
@@ -421,7 +438,7 @@ KPIs¶
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.
-
+
KPIs
@@ -437,7 +454,7 @@ Data Simulation, and a legend with percentage showing
if the adjust has made the scenario better or worse .
-
+
Data Simulation
@@ -451,12 +468,12 @@ Data Simulation
+
Simulation Periods
The edit icon will indicate the months that have been edited.
-
+
Simulation Periods
@@ -468,7 +485,7 @@ Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Value Display and Simulation Period
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.
+
+Tooltip for Month Value Display
+Similarly you can view the Tooltip for other Value Displays.
Sub Models - Filters¶
@@ -410,7 +427,7 @@Sub Models - Filters
+
Sub Models – Filters
@@ -421,7 +438,7 @@ KPIs¶
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.
-
+
KPIs
@@ -437,7 +454,7 @@ Data Simulation, and a legend with percentage showing
if the adjust has made the scenario better or worse .
-
+
Data Simulation
@@ -451,12 +468,12 @@ Data Simulation
+
Simulation Periods
The edit icon will indicate the months that have been edited.
-
+
Simulation Periods
@@ -468,7 +485,7 @@ Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Sub Models – Filters
KPIs
Data Simulation, and a legend with percentage showing
if the adjust has made the scenario better or worse .
-
+
Data Simulation
@@ -451,12 +468,12 @@ Data Simulation
+
Simulation Periods
The edit icon will indicate the months that have been edited.
-
+
Simulation Periods
@@ -468,7 +485,7 @@ Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Simulation
Data Simulation
+
Simulation Periods
The edit icon will indicate the months that have been edited.
-
+
Simulation Periods
@@ -468,7 +485,7 @@ Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Simulation Periods
Simulation Periods
Data Simulation
+
Simulation Periods
@@ -480,7 +497,7 @@ Key Inputs and manually edit the changes
in simulation per periods.
-
+
Key Inputs
@@ -490,7 +507,7 @@ Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Simulation Periods
and manually edit the changes
in simulation per periods.
-
Key Inputs
Key Inputs
+
Simulation Periods
@@ -499,7 +516,7 @@ Key Inputs
+
Key Inputs
@@ -517,14 +534,14 @@ Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Simulation Periods
Key Inputs
Scenarios FunctionalityCreate a Scenario 1 by clicking the “+” button in the Navigation
Panel (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
-
+
Context Drop Down Menu
@@ -533,7 +550,7 @@ Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Create Scenario
- You can view the Context Drop Down Menu as shown in the below Figure.
Context Drop Down Menu
Scenarios Functionality
-
+
Context Drop Down Menu Items
@@ -542,7 +559,7 @@ Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Context Drop Down Menu Items
Scenarios Functionality
-
+
Scenario 1
@@ -550,7 +567,7 @@ Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Scenario 1
Scenarios Functionality
-
+
Scenario 2
@@ -560,7 +577,7 @@ Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Scenario 2
Scenarios FunctionalityBy clicking the “Edit” Menu Item, you will be able to edit the
Scenario (see Figure below).
-
+
Scenario 1 Edit
@@ -571,7 +588,7 @@ Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Scenario 1 Edit
Scenarios Functionality
- Click ‘Create a new Scenario and make it the active scenario’ icon as shown below
-
+
Create a new Scenario and make it the active scenario icon
@@ -579,7 +596,7 @@ Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Create a new Scenario and make it the active scenario icon
Scenarios Functionality
- Click ‘Compare Scenario’ icon to generate a report comparison format with the key Assumptions and KPI’s (see Figure below).
-
+
Compare Scenario icon
@@ -592,37 +609,43 @@ Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Compare Scenario icon
Scenarios Functionality
-
+
Full Year Scenario Comparison
-
+
Full Year Scenario Comparison
+As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option
+in the Scenario Comparison screen as shown below.
+
+
+Download option in Scenario Comparison screen
+
- 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).
-
+
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
-
+
Download icon
- 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
+this option you will be able to write back/post valQ data to a
configured URL in the server.
-
+
Write back icon
@@ -631,14 +654,14 @@ Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Full Year Scenario Comparison
Full Year Scenario Comparison
As part of the New Release, you will be able to download the excel file of the compared scenarios by clicking the “Download to Excel” option +in the Scenario Comparison screen as shown below.
+
+Download option in Scenario Comparison screen
+- 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).
Reset All icon
- Click the Download icon located in the Scenarios Section to extract the report in xml format (see Figure below).
Download icon
- 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 +this option you will be able to write back/post valQ data to a configured URL in the server.
Write back icon
Scenarios Functionality
-
+
Reordered Scenarios
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.
-
+
Comparison Report with reordered Scenarios
@@ -656,11 +679,11 @@ Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Reordered Scenarios
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.
-
Comparison Report with reordered Scenarios
Constraints
+
Constraints
-
+
Constraints
@@ -700,21 +723,21 @@ Understanding the Node Widget Information
+
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to
+
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
+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):
-
+
What-if-Analysis
@@ -732,7 +755,7 @@ Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with
+
If you click on a node Widget, a detail page is displayed with
additional information on the selected node.
-
+
Information on Value Driver
@@ -820,7 +843,7 @@ Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for
+
The standard valQ Custom Visual template contains functionality for
saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
-
+
Scenario Title Name
@@ -848,9 +878,9 @@ Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Constraints
Constraints
Understanding the Node Widget Information
+
Node Widget Information
Node Widget Information
Conducting what-if analysis¶
-One of the main aspects of the ValQ Custom Visual is to be able to +
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 +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):
-
What-if-Analysis
Conducting what-if analysis
+
Simulation
@@ -742,7 +765,7 @@ Conducting what-if analysis
+
Simulation Tooltip
@@ -767,7 +790,7 @@ Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Simulation
Simulation Tooltip
Conducting what-if analysis
+
Simulation
@@ -793,16 +816,16 @@ Conducting what-if analysis
+
Simulation
Simulation
Simulation
Getting more information about a Value driver¶
-If you click on a node Widget, a detail screen is displayed with +
If you click on a node Widget, a detail page is displayed with additional information on the selected node.
-
Information on Value Driver
Getting more information about a Value driver
+
+Detail Page Display
+
Saving and Opening Scenarios¶
-The standard ValQ Custom Visual template contains functionality for +
The standard valQ Custom Visual template contains functionality for saving and opening a scenario collection.
When clicking the Edit button , you will be asked to provide a
Scenario Title Name.
Scenario Title Name
Saving and Opening Scenarios
-ValQ in Power BI¶
-The ValQ Custom Visual has two different panels along with the
-VISUALIZATIONS and FIELDS input screen from Power BI. The left panel
+
valQ in Power BI¶
+The valQ Custom Visual has two different panels along with the
+Visualizations and Fields input screen from Power BI. The left panel
represents the Advanced Editor and Navigation Panel. The right canvas is
provided with Enter Design Mode button and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
ValQ in Power BI
+
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor
options and they are listed below:
@@ -892,25 +922,25 @@ Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
and Exit Design Mode
button at the top rightmost corner. When the Enter Design Mode
@@ -859,9 +889,9 @@
-ValQ Panel in Power BI
+valQ Panel in Power BI
The left panel has five different Tab categories as Advanced Editor options and they are listed below:
@@ -892,25 +922,25 @@Designing a Value Driver Tree in Power BI
+
Power BI with Visualizations and Fields Panel
-- In the Visualizations Panel, select the ValQ Custom Visual and extend
+
- In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.
-
+
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-- To create a value driver tree (ValQ) in Power BI, it is mandatory to
+
- To create a value driver tree (valQ) in Power BI, it is mandatory to
assign a Data Source to the value driver tree. For our example, a
data source (sample data shown below) has been assigned to the value
driver tree.
-
+
Sample Data
@@ -921,7 +951,7 @@ Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Power BI with Visualizations and Fields Panel
-ValQ Screen - Measures to be assigned
+valQ Screen - Measures to be assigned
-
-
- To create a value driver tree (ValQ) in Power BI, it is mandatory to +
- To create a value driver tree (valQ) in Power BI, it is mandatory to assign a Data Source to the value driver tree. For our example, a data source (sample data shown below) has been assigned to the value driver tree.
Sample Data
Designing a Value Driver Tree in Power BI
+
Assigning the Measure Value
@@ -936,7 +966,7 @@ New Tab
+
New Tab
@@ -944,18 +974,23 @@ New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Assigning the Measure Value
New Tab
New TabOpen a Sample Model¶
Click the “New” Tab in the left panel. Now navigate to the Open a Sample
Model option. You will be able to explore a Demo Tree. By clicking the
-Open a Sample Model option, you will be able to view the pop up as shown
-below.
-
+Open a Sample Model option, you will be able to view the Loading sample screen as shown below and also you
+can search for the specific sample to get loaded (see Figure below).
+
+
+Loading screen
+
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
-For our example, the sample “Mining Industry” has been selected. Based
-on the selection, you will be able to view the ValQ screen as shown
-below.
-
+Based on the selection, you will be able to view the valQ screen as shown
+below. As part of the latest Release, each Node in the Navigation panel will be having an Icon
+which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as
shown in the above Figure. Here you will be able to add number of child
@@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
+Loading screen
+For our example, the sample “Mining Industry” has been selected.
+
Selection of sample model
For our example, the sample “Mining Industry” has been selected. Based -on the selection, you will be able to view the ValQ screen as shown -below.
-Based on the selection, you will be able to view the valQ screen as shown +below. As part of the latest Release, each Node in the Navigation panel will be having an Icon +which represents the Node Type.
+
-ValQ screen with Nodes settings
+valQ screen with Nodes settings
The Nodes hierarchy will be displayed in the Advance Editor option as shown in the above Figure. Here you will be able to add number of child @@ -966,18 +1001,18 @@
New Tab
+
Node Search option in right canvas
For our example, the Node name is given as “Operating Hours” and based
on the search you will be able to view the Node as shown in the Figure
below.
-
+
Display of the Searched Node
-
+
Nodes Structure with Add option
@@ -985,7 +1020,7 @@ New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Node Search option in right canvas
Display of the Searched Node
Nodes Structure with Add option
New Tab
+
Nodes Structure with Edit option
@@ -1006,37 +1041,37 @@ General
+
Edit Node – General Settings
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent
Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).
-
+
Node with Prefix value as Spouse 1
-
+
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the
-ValQ screens as shown below.
-
+valQ screens as shown below.
+
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-
+
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
@@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Nodes Structure with Edit option
Edit Node – General Settings
Based on the above configuration, you will be able to view the ValQ +
Based on the above configuration, you will be able to view the valQ screen as shown below.
-
-ValQ screen with General settings
+valQ screen with General settings
From the above Figure, you can observe that the Unique ID for the Parent Node is “TOP” and the Title of the Parent Node is “Net Profit”.
In our other example as shown below, we have configured the Title Prefix for two different Nodes (see Figures below).
-
Node with Prefix value as Spouse 1
Node with Prefix value as Spouse 2
Based on the above set of configurations, you will be able to view the -ValQ screens as shown below.
-
-ValQ screen with Spouse 1 Prefix
+valQ screen with Spouse 1 Prefix
-ValQ screen with Spouse 2 Prefix
+valQ screen with Spouse 2 Prefix
From the above two Figures you can observe that the “Gross Salary” is the common Title for two different Nodes. In order to differentiate @@ -1049,15 +1084,15 @@
Configuration
+
Edit Node – Configuration Settings
Based on the above Configuration settings, you will be able to view the
-ValQ screen as shown in the below Figure.
-
+valQ screen as shown in the below Figure.
+
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the
value that is displayed in the Constraints section will lie in the range
@@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Edit Node – Configuration Settings
-ValQ with Configuration settings
+valQ with Configuration settings
From the above Figure you can observe that in the Navigation Panel, the value that is displayed in the Constraints section will lie in the range @@ -1079,15 +1114,15 @@
Display
+
Edit Node – Display Settings
-Based on the above Display settings, you will be able to view the ValQ
+
Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.
-
+
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to
“Show” option. The Scale has been set to the User Selected option and
@@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Edit Node – Display Settings
-ValQ with Display settings
+valQ with Display settings
From the above Figure, you can observe that the Node Display is set to “Show” option. The Scale has been set to the User Selected option and @@ -1104,7 +1139,7 @@
Display
+
Detail Page
@@ -1114,36 +1149,36 @@ Simulation
+
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as
“Constant” for the Simulation and you have selected the Node for the
Linked Simulation as “First Node” (see Figure above). Based on the above
-settings you will be able to view the ValQ page as shown in the Figure
+settings you will be able to view the valQ page as shown in the Figure
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.
-
+
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown
in the above screen by clicking the Arrow icon in the Net Profit Node as
shown in the Figure below.
-
+
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure
below.
-
+
Edit option
By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).
-
+
Edit Inputs for Simulation Periods
@@ -1155,13 +1190,13 @@ Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Detail Page
-ValQ with Simulation Settings
+valQ with Simulation Settings
In this Simulation Settings, you have selected the Default Method as “Constant” for the Simulation and you have selected the Node for the Linked Simulation as “First Node” (see Figure above). Based on the above -settings you will be able to view the ValQ page as shown in the Figure +settings you will be able to view the valQ page as shown in the Figure below. The other options for the Default Simulation Method are Change Percentage, Manual and Growth Percentage.
-
-ValQ screen with Constant value selection
+valQ screen with Constant value selection
From the above Figure, you will be able to view the pop window as shown in the above screen by clicking the Arrow icon in the Net Profit Node as shown in the Figure below.
-
Net Profit Node
Now click the Edit option in the pop window as shown in the Figure below.
-
Edit option
By clicking the Edit option, you will be able to view and edit the input values for the Simulation Period (see Figure below).
-
Edit Inputs for Simulation Periods
Business Definition
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Based on the above settings, you will be able to view the Business
Definitions details in the Detail Page as shown below.
-
+
Detail Page with Business Definitions
@@ -1171,9 +1206,9 @@ Business Definition¶
Using this option, it is very simple for the beginners to create a tree
automatically based on their own data source. By clicking the Create a
-Dynamic Model option, you will be able to view the ValQ screen as shown
+Dynamic Model option, you will be able to view the valQ screen as shown
in the below Figure.
-
+
Simple Dynamic Tree created with one single Measure
@@ -1181,7 +1216,7 @@ Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
-ValQ with Business Definition Settings
+valQ with Business Definition Settings
Detail Page with Business Definitions
Business Definition¶
Using this option, it is very simple for the beginners to create a tree automatically based on their own data source. By clicking the Create a -Dynamic Model option, you will be able to view the ValQ screen as shown +Dynamic Model option, you will be able to view the valQ screen as shown in the below Figure.
-
Simple Dynamic Tree created with one single Measure
Create a Dynamic Model
-
+
Simple Dynamic Tree created with Measures and Dimensions
@@ -1196,7 +1231,7 @@ Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Simple Dynamic Tree created with Measures and Dimensions
Create a Dynamic ModelNote: For Dynamic Model, you will be able to view the Root Node and
first three Nodes in the next level hierarchy under the Sub Models
section of the Navigation Panel (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
@@ -1207,7 +1242,7 @@ Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy
Read only Dynamic Tree in Editor
+
Read Only Dynamic Tree
@@ -1218,7 +1253,7 @@ Dynamic Scaling on Dynamic Tree
+
Dynamic Scaling on Dynamic Tree
@@ -1228,23 +1263,23 @@ Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.
-
+
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON
File Data Format text into the Text Editor as shown in the below Figure.
-
+
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Read Only Dynamic Tree
Dynamic Scaling on Dynamic Tree
Dynamic Scaling on Dynamic Tree¶
Using the “Import an Advanced Model” option, you will be able to import data through two different options as shown below.
-
-ValQ – Import from Excel
+valQ – Import from Excel
Import from Excel¶
Using the option “Import from Excel”, you will be able to paste the JSON File Data Format text into the Text Editor as shown in the below Figure.
-
Configuration Data from Excel Format
Now based on the above configuration, you will be able to view the Tree -formed with Nodes in the ValQ screen.
-
-ValQ screen derived from Excel Data
+valQ screen derived from Excel Data
Retain Existing Navigation Panel Configuration and overwrite only Tree Configuration¶
@@ -1252,14 +1287,14 @@Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
Panel configuration and apply the same for the next Tree configuration.
For our example, the Figure below shows the Navigation panel for the
first Tree configuration.
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste
the JSON File Data Format text for the second tree into the Text Editor
as shown in the below Figure.
-
+
Import a Tree
@@ -1267,7 +1302,7 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Navigation Panel for the first tree configuration
Now navigate to the Import an Advanced Model option in New Tab and paste the JSON File Data Format text for the second tree into the Text Editor as shown in the below Figure.
-
Import a Tree
Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
settings” so that you will able to view the second tree configuration
being applied with the Navigation Panel settings already configured for
the first tree (see Figure below).
-
+
Navigation Panel for the second tree configuration
@@ -1279,30 +1314,30 @@ Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Navigation Panel for the second tree configuration
Retain Existing Navigation Panel Configuration and overwrite only Tree Confi
paste the Export file data format from an already exported tree data as
shown in the below Figure. This Export File will be generated by
navigating to the Settings Tab and by clicking the Export button.
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree
-formed with Nodes in the ValQ screen.
-
+formed with Nodes in the valQ screen.
+
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based
+
This option is used to create a Tree in valQ manually Node by Node based
on your choice. By clicking the Create New from Scratch option, you will
-be able to view the ValQ screen as shown in the below Figure.
-
+be able to view the valQ screen as shown in the below Figure.
+
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see
Figure below).
-
+
Tree with one Parent Node and two Child Nodes
@@ -1327,7 +1362,7 @@ Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Configuration Data from Export File Data Format
Now based on the above configuration, you will be able to view the Tree -formed with Nodes in the ValQ screen.
-
-ValQ screen derived from Export File Data Format
+valQ screen derived from Export File Data Format
Create New from Scratch¶
-This option is used to create a Tree in ValQ manually Node by Node based +
This option is used to create a Tree in valQ manually Node by Node based on your choice. By clicking the Create New from Scratch option, you will -be able to view the ValQ screen as shown in the below Figure.
-
Create New from Scratch
For our example we have created a Parent Node and two child Nodes (see Figure below).
-
Tree with one Parent Node and two Child Nodes
Additional Properties of New TabOpen a sample Model
Using this model, you can load
the required model from the
-sample ValQ Models. The sample
+sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
@@ -1335,7 +1370,7 @@ Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Additional Properties of New TabCreate a simple Dynamic Model
Using this Model, you can build a
-Dynamic ValQ Model (For details,
+Dynamic valQ Model (For details,
please refer:
https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
@@ -1366,7 +1401,7 @@ Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Node Tab
+
Node Details
@@ -1384,7 +1419,7 @@ Node Tab
+
Node Details
@@ -1400,7 +1435,7 @@ Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Node Details
Node Details
Templated Nodes
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
@@ -1408,14 +1443,14 @@ Templated Nodes
+
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated
Node Revenue 2 having all its Nodes similar to the Revenue Node as per
our example.
-
+
Templated Node
@@ -1425,7 +1460,7 @@ Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Edit Node: Copy of Revenue Node labelled as Revenue 2
Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template
Based on the above configuration, you will be able to view the Templated Node Revenue 2 having all its Nodes similar to the Revenue Node as per our example.
-
Templated Node
Quick Edit in Node TabUsing the Quick Edit option in the Node Tab, you will be able to view
the entire Tree Hierarchy in a Grid View. For our example, the below
Figure shows the normal Tree Hierarchy View.
-
+
Normal Tree Hierarchy View
@@ -1434,7 +1469,7 @@ Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Normal Tree Hierarchy View
Quick Edit in Node Tab
-
+
Grid View
@@ -1443,38 +1478,38 @@ Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Grid View
Quick Edit in Node Tab
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid
View. The below Figure shows the collapsed form of the Grid View.
-
+
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file
using the Import from Excel and Export to Excel buttons as shown in the
below Figure.
-
+
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web
version of the Power BI (see Figure below).
-
+
Export to Excel File
The exported file can be edited and it can be imported by clicking the
Import from Excel File button.
-
+
Import from Excel File
The import function can be done by browsing the location of the file
(see Figure below).
-
+
File Location
@@ -1482,20 +1517,20 @@ Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Grid View in Expanded Form
For our example, the above Figure shows the expanded form of the Grid View. The below Figure shows the collapsed form of the Grid View.
-
Grid View in Collapsed Form
You will be able to import and export the data in the form of excel file using the Import from Excel and Export to Excel buttons as shown in the below Figure.
-
Grid View - Import from Excel and Export to Excel
The Export to Excel File button will be only functional in the web version of the Power BI (see Figure below).
-
Export to Excel File
The exported file can be edited and it can be imported by clicking the Import from Excel File button.
-
Import from Excel File
The import function can be done by browsing the location of the file (see Figure below).
-
File Location
Quick Edit in Node Tab
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they
are displayed in the grid. The user can scroll the Horizontal scroll bar
in order to view the remaining columns.
-
+
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in
the grid.
-
+
Grid Display with the selected columns
@@ -1504,14 +1539,14 @@ Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Filtering Columns in the grid
The below Figure shows that all the columns are being selected and they are displayed in the grid. The user can scroll the Horizontal scroll bar in order to view the remaining columns.
-
Grid Display with all the columns being selected.
The below Figure shows that only the selected columns get displayed in the grid.
-
Grid Display with the selected columns
Quick Edit in Node Tab
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has
been edited. As another example, the below Figure shows that the
Calculation Method has been edited.
-
+
Grid view edit for Calculation Method Column
@@ -1522,11 +1557,11 @@ Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Grid view edit for Formula Column
The above Figure shows that the Formula for the row item Copper Sold has been edited. As another example, the below Figure shows that the Calculation Method has been edited.
-
Grid view edit for Calculation Method Column
Quick Edit in Node Tab
The below Figures represents the screen shots for both Manual Data for
Primary and Manual Data for Secondary.
-
+
Grid View Edit for Primary Data
-
+
Grid View Edit for Comparison Data
@@ -1535,14 +1570,14 @@ Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Grid View Edit for Primary Data
Grid View Edit for Comparison Data
Quick Edit in Node Tab
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down
List showing the Nodes from the assigned Data Source and the user can
select the appropriate Node from the Drop Down List (see Figure below).
-
+
Node Search for Source Key Column
@@ -1551,25 +1586,25 @@ Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Node Search for Linked Simulation Node Column
Similarly the Node Search for the Source Key Column will be in Drop Down List showing the Nodes from the assigned Data Source and the user can select the appropriate Node from the Drop Down List (see Figure below).
-
Node Search for Source Key Column
Quick Edit in Node Tab
The below Figure shows the Locked Simulation in the Grid View.
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can
be imported to the Grid view.
-
+
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a
Parent Node. The below Figure shows the Grid view before reordering the
child nodes.
-
+
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
+
Grid view after reordering the child nodes
@@ -1868,7 +1903,7 @@ Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Locked Simulation in Grid View
The below Figure shows the Locked Simulation in the Excel File which can be imported to the Grid view.
-
Locked Simulation in Excel File
The rows can be reordered for the child nodes which exists under a Parent Node. The below Figure shows the Grid view before reordering the child nodes.
-
Grid view before reordering the child nodes
The below Figure shows the Grid view after reordering the child nodes.
-
Grid view after reordering the child nodes
Additional Properties of Node Tab
Data Series Tab¶
Using the “Data Series” Tab, you will be able to configure the Data settings
-for the Tree created in ValQ. There are 6 different options as listed
+for the Tree created in valQ. There are 6 different options as listed
below to configure the data settings for the Tree.
- Data Series Labels
@@ -1884,15 +1919,15 @@ Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Series Labels
+
Data Series Tab – Data Series Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node
Copper Price, you will be able to view the Baseline data in comparison
@@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Series Tab – Data Series Labels
-ValQ screen with Data Series Labels
+valQ screen with Data Series Labels
You can observe from the above Figure that after simulating the Node Copper Price, you will be able to view the Baseline data in comparison @@ -1903,15 +1938,15 @@
Time Period Labels
+
Data Series Tab – Time Period Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows
the Time Period Labels from January Month till December Month based on
@@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Series Tab – Time Period Labels
-ValQ screen with time period labels
+valQ screen with time period labels
From the above Figure, you can observe that the Node Total Cost shows the Time Period Labels from January Month till December Month based on @@ -1922,14 +1957,14 @@
Setting Active Period for Simulation
+
Set Active Period for Simulation
Based on the above configuration, you will be able to view the
Navigation Panel as shown in the below Figure. You can observe that the
Simulation Period in the Navigation Panel is active from April to May.
-
+
Configured Simulation Period
@@ -1940,18 +1975,18 @@ Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Set Active Period for Simulation
Configured Simulation Period
Time Aggregation LabelsUsing the option “Time Aggregation Labels”, you will be able to
configure the Active Period, Till Prior Period, All Periods and
Simulation Period settings (see Figure below).
-
+
Data Label – Time Aggregation Labels
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation
-Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.
Periods of Interest¶
@@ -1959,15 +1994,15 @@ Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Label – Time Aggregation Labels
Based on the above configuration, you will be able to view the ValQ +
Based on the above configuration, you will be able to view the valQ screen as shown below.
-
-ValQ screen with time aggregation labels
+valQ screen with time aggregation labels
From the above Figure, you will be able to view the Time Aggregation -Labels as highlighted in the ValQ screen.
+Labels as highlighted in the valQ screen.Periods of Interest¶
@@ -1959,15 +1994,15 @@Periods of Interest
+
Data Label – Period of Interest
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full
Year” is being compared with the simulated secondary values for Active
@@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Label – Period of Interest
-ValQ screen with Periods of Interest
+valQ screen with Periods of Interest
From the above Figure, you can observe that the Primary Value “Full Year” is being compared with the simulated secondary values for Active @@ -1978,7 +2013,7 @@
Node Mapping
- Automatic mapping based on whole field value - For example, you can
@@ -1993,17 +2028,17 @@
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Node Mapping
+
Excel Data Source with Node Mapping
From the above Figure, you will be able to view the Node ID as 6 and
Category as 6:SparklingWater_GrossSales.
-Based on the above configuration, you will be able to view the ValQ
+
Based on the above configuration, you will be able to view the valQ
screen as shown below.
-
+
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text
format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@ Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Excel Data Source with Node Mapping
-ValQ screen with Node Mapping
+valQ screen with Node Mapping
From the above Figure, you will be able to observe that the key-text format here is 6:SparklingWater_GrossSales.
@@ -2016,7 +2051,7 @@Data Manager
+
Data Manager Settings
@@ -2038,7 +2073,7 @@ Additional Properties of Data Series Tab
Data Series Labels
-ValQ uses a primary
+ valQ uses a primary
data series as the
baseline for
simulation.
@@ -2414,28 +2449,28 @@ Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Data Manager Settings
Appearance Tab
+
Appearance Tab
-Based on the above settings you will be able to view the ValQ screen as
+
Based on the above settings you will be able to view the valQ screen as
shown below.
-
+
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit”
shows only two levels namely Node “Revenue” and Node “Total Cost”. Also
by switching to Navigation Panel, you can view the Hint in the canvas
before simulation is done (see Figure below).
-
+
Appearance Tab
-ValQ screen with configured Appearance settings
+valQ screen with configured Appearance settings
From the above Figure, you can observe that the Top Node “Net Profit” shows only two levels namely Node “Revenue” and Node “Total Cost”. Also by switching to Navigation Panel, you can view the Hint in the canvas before simulation is done (see Figure below).
-