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<li class="toctree-l2"><a class="reference internal" href="Generalfeatures.html#sub-models-filters">Sub Models - Filters</a></li>
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<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#understanding-variances">Understanding Variances</a></li>
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<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#conducting-what-if-analysis">Conducting what-if analysis</a></li>
<li class="toctree-l1"><a class="reference internal" href="Generalfeatures.html#getting-more-information-about-a-value-driver">Getting more information about a Value driver</a></li>
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<li class="toctree-l1"><a class="reference internal" href="valQ.html">valQ in Power BI</a></li>
<li class="toctree-l1 current"><a class="current reference internal" href="#">Model Tab</a><ul>
<li class="toctree-l2"><a class="reference internal" href="#new-tab">New Tab</a><ul>
<li class="toctree-l3"><a class="reference internal" href="#open-a-sample-model">Open a Sample Model</a><ul>
<li class="toctree-l4"><a class="reference internal" href="#general">General</a></li>
<li class="toctree-l4"><a class="reference internal" href="#configuration">Configuration</a></li>
<li class="toctree-l4"><a class="reference internal" href="#display">Display</a></li>
<li class="toctree-l4"><a class="reference internal" href="#simulation">Simulation</a></li>
<li class="toctree-l4"><a class="reference internal" href="#business-definition">Business Definition</a></li>
<li class="toctree-l4"><a class="reference internal" href="#conditional-formatting">Conditional Formatting</a></li>
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<li class="toctree-l4"><a class="reference internal" href="#import-from-an-export-file">Import from an Export File</a></li>
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<li class="toctree-l3"><a class="reference internal" href="#quick-editor-in-node-tab">Quick Editor in Node Tab</a></li>
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<li class="toctree-l3"><a class="reference internal" href="#color-theme">Color Theme</a></li>
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<li class="toctree-l1"><a class="reference internal" href="SimulateCategory.html">Simulate Tab</a></li>
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<div class="section" id="model-tab">
<h1>Model Tab<a class="headerlink" href="#model-tab" title="Permalink to this headline">¶</a></h1>
<p>The Model tab has two panels in which the left panel represents the Advanced Editor and the right panel
denotes the canvas which represents the Value Driver Tree visuals (see Figure below).</p>
<div class="figure align-center" id="id2">
<img alt="alternate text" src="_images/catg.png" />
<p class="caption"><span class="caption-text">Left Panel and Right Canvas</span><a class="headerlink" href="#id2" title="Permalink to this image">¶</a></p>
</div>
<p>The Model tab has five different Tab options (see Figure below).</p>
<div class="figure align-center" id="id3">
<img alt="alternate text" src="_images/tabs.png" />
<p class="caption"><span class="caption-text">Tab option for the Model tab</span><a class="headerlink" href="#id3" title="Permalink to this image">¶</a></p>
</div>
<p>The Tab options for the Model tab has been listed below:</p>
<ol class="arabic simple">
<li><p>New Tab – To configure the design for the Value Driver Tree using the
options such as Sample Demo Tree, Create a Simple Dynamic Tree,
Import an Advanced Tree and Create a New value driver tree from the
scratch.</p></li>
<li><p>Node Tab – To configure the settings of Nodes and Child Nodes for the
Value Driver Tree</p></li>
<li><p>Data Series Tab – To configure the data settings such as Data Series Manager, Time Aggregation Labels
and Data Sorting.</p></li>
<li><p>Settings Tab – To configure the settings parameters such as Navigational Panel, Nodes, Canvas, Number Formatting, Conditional Formatting and Color Theme.</p></li>
<li><p>General Tab – To configure the General settings such as License Registration, Export and Writeback functions.</p></li>
</ol>
<p>In the next sections, you will be able to understand on how to design a value driver tree
using these five different Tab categories in detail.</p>
<p>As an initial step, follow the below steps to configure the design for
the value driver tree in Power BI.</p>
<ol class="arabic simple">
<li><p>Navigate to the “Visualizations Panel” and “Fields” Panel in Power BI
(see Figure below).</p></li>
</ol>
<div class="figure align-center" id="id4">
<a class="reference internal image-reference" href="_images/11.1.png"><img alt="alternate text" src="_images/11.1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Power BI with Visualizations and Fields Panel</span><a class="headerlink" href="#id4" title="Permalink to this image">¶</a></p>
</div>
<ol class="arabic simple" start="2">
<li><p>In the Visualizations Panel, select the valQ Custom Visual and extend
the screen to its full view as shown in the Figure below.</p></li>
</ol>
<div class="figure align-center" id="id5">
<a class="reference internal image-reference" href="_images/eleven.png"><img alt="alternate text" src="_images/eleven.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ Screen - Measures to be assigned</span><a class="headerlink" href="#id5" title="Permalink to this image">¶</a></p>
</div>
<ol class="arabic simple" start="3">
<li><p>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.</p></li>
</ol>
<div class="figure align-center" id="id6">
<a class="reference internal image-reference" href="_images/11.2.png"><img alt="alternate text" src="_images/11.2.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Sample Data</span><a class="headerlink" href="#id6" title="Permalink to this image">¶</a></p>
</div>
<ol class="arabic simple" start="4">
<li><p>Now at least one Measure Value has to be assigned to the property
“Values” in Visualizations panel. In our example, we have assigned
the Measure Value “∑ Actual” to the property “Values” by clicking the
check box option against the Measure Value “∑ Actual” (see Figure
below).</p></li>
</ol>
<div class="figure align-center" id="id7">
<a class="reference internal image-reference" href="_images/11.3.png"><img alt="alternate text" src="_images/11.3.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Assigning the Measure Value</span><a class="headerlink" href="#id7" title="Permalink to this image">¶</a></p>
</div>
<div class="section" id="new-tab">
<h2>New Tab<a class="headerlink" href="#new-tab" title="Permalink to this headline">¶</a></h2>
<p>The Value Driver Tree can be created in Power BI using the below listed
options by clicking the New Tab in the left panel (see Figure below)</p>
<ul class="simple">
<li><p>Open a Sample Model</p></li>
<li><p>Create a Simple Model</p></li>
<li><p>Create an Advanced Model</p></li>
<li><p>Import an Advanced Model</p></li>
</ul>
<div class="figure align-center" id="id8">
<img alt="alternate text" src="_images/12.1.png" />
<p class="caption"><span class="caption-text">New Tab</span><a class="headerlink" href="#id8" title="Permalink to this image">¶</a></p>
</div>
<div class="section" id="open-a-sample-model">
<span id="osm"></span><h3>Open a Sample Model<a class="headerlink" href="#open-a-sample-model" title="Permalink to this headline">¶</a></h3>
<p>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 Loading sample screen as shown below and also you
can search for the specific sample to get loaded (see Figure below).</p>
<div class="figure align-center" id="id9">
<img alt="alternate text" src="_images/12.2a.png" />
<p class="caption"><span class="caption-text">Loading screen</span><a class="headerlink" href="#id9" title="Permalink to this image">¶</a></p>
</div>
<p>For our example, the sample “Mining Industry” has been selected.</p>
<div class="figure align-center" id="id10">
<img alt="alternate text" src="_images/12.2.png" />
<p class="caption"><span class="caption-text">Selection of sample model</span><a class="headerlink" href="#id10" title="Permalink to this image">¶</a></p>
</div>
<p>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 Advance Editor panel will be having an Icon
which represents the Node Type.</p>
<div class="figure align-center" id="id11">
<a class="reference internal image-reference" href="_images/12.3.png"><img alt="alternate text" src="_images/12.3.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen with Nodes settings</span><a class="headerlink" href="#id11" title="Permalink to this image">¶</a></p>
</div>
<p>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
nodes from the parent node “Net Profit”. By clicking the Parent Node,
you will be able to add number of child nodes as shown below. Also you
will be able to expand, collapse and delete the entire Nodes Hierarchy
using the options “Expand”, “Collapse” and “Delete” (see Figure above).</p>
<p>As part of the New Release, the “Lock” and “Unlock” options have been included in the
Advance Editor for the Node Tab (see Figure below). By clicking the lock option, you will not
be able to edit the configuration done for the Node (see Figure below).</p>
<div class="figure align-center" id="id12">
<a class="reference internal image-reference" href="_images/lck1.png"><img alt="alternate text" src="_images/lck1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Lock option in Node Tab</span><a class="headerlink" href="#id12" title="Permalink to this image">¶</a></p>
</div>
<p>By clicking the Unlock option, you will be able to edit the configuration done for the Node (see Figure below).</p>
<div class="figure align-center" id="id13">
<a class="reference internal image-reference" href="_images/lck2.png"><img alt="alternate text" src="_images/lck2.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Unlock option in Node Tab</span><a class="headerlink" href="#id13" title="Permalink to this image">¶</a></p>
</div>
<p>By providing the Node Name in the Search option on the right canvas, you
will be able to search for the particular Node when there are more
number of nodes appearing on the right canvas.</p>
<div class="figure align-center" id="id14">
<a class="reference internal image-reference" href="_images/12.4.png"><img alt="alternate text" src="_images/12.4.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Node Search option in right canvas</span><a class="headerlink" href="#id14" title="Permalink to this image">¶</a></p>
</div>
<p>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.</p>
<div class="figure align-center" id="id15">
<a class="reference internal image-reference" href="_images/12.5.png"><img alt="alternate text" src="_images/12.5.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Display of the Searched Node</span><a class="headerlink" href="#id15" title="Permalink to this image">¶</a></p>
</div>
<div class="figure align-center" id="id16">
<img alt="alternate text" src="_images/12.6.png" />
<p class="caption"><span class="caption-text">Nodes Structure with Add option</span><a class="headerlink" href="#id16" title="Permalink to this image">¶</a></p>
</div>
<p>In the above Figure, you can observe that by clicking the “+” button, a
Node “Copy of Net Profit” has been added. Similarly you can edit the
Parent Node details by clicking the Edit button as shown below. For our
example, the Edit button has been clicked.</p>
<div class="figure align-center" id="id17">
<img alt="alternate text" src="_images/12.7.png" />
<p class="caption"><span class="caption-text">Nodes Structure with Edit option</span><a class="headerlink" href="#id17" title="Permalink to this image">¶</a></p>
</div>
<p>By clicking the Edit option you will be able to view the Edit Settings
for the Node. The Edit Settings are categorized as follows:</p>
<ol class="arabic simple">
<li><p>General</p></li>
<li><p>Configuration</p></li>
<li><p>Display</p></li>
<li><p>Simulation</p></li>
<li><p>Business Definition</p></li>
<li><p>Conditional Formatting</p></li>
<li><p>Secondary KPI</p></li>
</ol>
<div class="section" id="general">
<h4>General<a class="headerlink" href="#general" title="Permalink to this headline">¶</a></h4>
<p>In General settings you will be able to configure the Node details such
as Unique ID, Title and the Title Prefix when outside the Tree with the
values as shown in the below Figure. The Title Prefix can be set at Node
Level and during simulation it is useful to identify at which node the
parameter value changes. The additional properties of the Node Tab has
been listed in Section 13.2.</p>
<div class="figure align-center" id="id18">
<img alt="alternate text" src="_images/12.8.png" />
<p class="caption"><span class="caption-text">Edit Node – General Settings</span><a class="headerlink" href="#id18" title="Permalink to this image">¶</a></p>
</div>
<p>Based on the above configuration, you will be able to view the valQ
screen as shown below.</p>
<div class="figure align-center" id="id19">
<a class="reference internal image-reference" href="_images/12.9.png"><img alt="alternate text" src="_images/12.9.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen with General settings</span><a class="headerlink" href="#id19" title="Permalink to this image">¶</a></p>
</div>
<p>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”.</p>
<p>In our other example as shown below, we have configured the Title Prefix
for two different Nodes (see Figures below).</p>
<div class="figure align-center" id="id20">
<img alt="alternate text" src="_images/12.10.png" />
<p class="caption"><span class="caption-text">Node with Prefix value as Spouse 1</span><a class="headerlink" href="#id20" title="Permalink to this image">¶</a></p>
</div>
<div class="figure align-center" id="id21">
<img alt="alternate text" src="_images/12.11.png" />
<p class="caption"><span class="caption-text">Node with Prefix value as Spouse 2</span><a class="headerlink" href="#id21" title="Permalink to this image">¶</a></p>
</div>
<p>Based on the above set of configurations, you will be able to view the
valQ screens as shown below.</p>
<div class="figure align-center" id="id22">
<a class="reference internal image-reference" href="_images/12.12.png"><img alt="alternate text" src="_images/12.12.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen with Spouse 1 Prefix</span><a class="headerlink" href="#id22" title="Permalink to this image">¶</a></p>
</div>
<div class="figure align-center" id="id23">
<a class="reference internal image-reference" href="_images/12.13.png"><img alt="alternate text" src="_images/12.13.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen with Spouse 2 Prefix</span><a class="headerlink" href="#id23" title="Permalink to this image">¶</a></p>
</div>
<p>From the above two Figures you can observe that the “Gross Salary” is
the common Title for two different Nodes. In order to differentiate
them, we have provided the value for “Title Prefix when outside the
Tree” as Spouse1 for one Node and Spouse 2 for the other Node. After
simulation, you can see which Node’s value has been changed.</p>
</div>
<div class="section" id="configuration">
<h4>Configuration<a class="headerlink" href="#configuration" title="Permalink to this headline">¶</a></h4>
<p>In Configuration Settings, you will be able to configure the Node
details such as Calculation Method, Time Aggregation, Desired Trend and
Value Range with the values as shown in the below Figure.</p>
<div class="figure align-center" id="id24">
<img alt="alternate text" src="_images/12.14.png" />
<p class="caption"><span class="caption-text">Edit Node – Configuration Settings</span><a class="headerlink" href="#id24" title="Permalink to this image">¶</a></p>
</div>
<p>Based on the above Configuration settings, you will be able to view the
valQ screen as shown in the below Figure.</p>
<div class="figure align-center" id="id25">
<a class="reference internal image-reference" href="_images/12.15.png"><img alt="alternate text" src="_images/12.15.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ with Configuration settings</span><a class="headerlink" href="#id25" title="Permalink to this image">¶</a></p>
</div>
<p>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
from minimum 10 to maximum 100 for a specific month based on the
configuration done for the Value Range. In our example, the calculation
method is selected as ‘Subtract Children (a-b-c)’ meaning that from the first child
node the other child nodes will get subtracted and its result will be displayed in the Parent Node. The
Time Aggregation is set to Sum of Periods where we have considered 12
months as period. As the result of simulation, each Node will display
the values based on the Sum of Periods. Also the “Desired Trend” has
been set to the Increase option. When simulated, the desired Trend for
the Revenue will be increasing and the value for the Total Cost will be
decreasing.</p>
<p>For the Calculation Method being selected as ‘Data Source’, you can follow the steps as explained in the following link : <a class="reference external" href="https://valq.com/blogs/3-methods-of-mapping-valq-nodes-to-data/">https://valq.com/blogs/3-methods-of-mapping-valq-nodes-to-data/</a></p>
<p>For other options of calculation method, you can refer the link: <a class="reference external" href="https://valq.com/blogs/assigning-values-to-nodes-in-valq/">https://valq.com/blogs/assigning-values-to-nodes-in-valq/</a></p>
<p>On selecting ‘Formula’ and clicking on the formula field, you will be able to see a dropdown of the formulas that are supported. For a list of formulas that are available in valQ, you can refer to the link <a class="reference internal" href="Functions.html"><span class="doc">List of Formulas and Functions</span></a></p>
<p><strong>Template Nodes</strong></p>
<p>Also you can create a Template Node for the already existing Node. It
is very specific that the Template Nodes should not map the Parent
Node. You need to select the particular Node and copy a Node under the
selected Node for creating the Template Node.</p>
<p>In the below Figure as an example, you can observe that a copy of
Revenue Node has been created by the right click copy and paste actions.
Now the copied Revenue Node version is labelled as “Revenue 2” in
General Property of the Edit Node Window (see Figure below).</p>
<div class="figure align-center" id="id26">
<img alt="alternate text" src="_images/13.3.png" />
<p class="caption"><span class="caption-text">Edit Node: Copy of Revenue Node labelled as Revenue 2</span><a class="headerlink" href="#id26" title="Permalink to this image">¶</a></p>
</div>
<p>Now navigate to the Configuration property of the Edit Node Window. Set
the Calculation Method to the option Template based on the node. Also
set the Node to use as Template to the option 1:Revenue (see Figure
below).</p>
<div class="figure align-center" id="id27">
<img alt="alternate text" src="_images/13.4.png" />
<p class="caption"><span class="caption-text">Edit Node: Calculation Method selected as Template based on other node and Revenue Node to be used as Template</span><a class="headerlink" href="#id27" title="Permalink to this image">¶</a></p>
</div>
<p>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.</p>
<div class="figure align-center" id="id28">
<a class="reference internal image-reference" href="_images/13.5.png"><img alt="alternate text" src="_images/13.5.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Templated Node</span><a class="headerlink" href="#id28" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="display">
<h4>Display<a class="headerlink" href="#display" title="Permalink to this headline">¶</a></h4>
<p>In the Display Settings, you will be able to configure the Node Display
settings such as Node Display, Scale, Value Decimal Places, Value
Prefix, Value Suffix and Details on Click with the
values as shown in the below Figure.</p>
<div class="figure align-center" id="id29">
<img alt="alternate text" src="_images/12.16.png" />
<p class="caption"><span class="caption-text">Edit Node – Display Settings</span><a class="headerlink" href="#id29" title="Permalink to this image">¶</a></p>
</div>
<p>Based on the above Display settings, you will be able to view the valQ
screen as shown in the below Figure.</p>
<div class="figure align-center" id="id30">
<a class="reference internal image-reference" href="_images/12.17.png"><img alt="alternate text" src="_images/12.17.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ with Display settings</span><a class="headerlink" href="#id30" title="Permalink to this image">¶</a></p>
</div>
<p>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
now you can edit the Scaling options in the Value Display under Settings
Tab. When the Scale is set to other options you will not be able to edit
the Scaling options in the Value Display. You can also view the Nodes
with the values configured with Value Decimal Places as “0”, Value
Prefix as “$” and Value Suffix as “r”.</p>
<p>Since the Details on Click option is enabled in the Display settings,
you can observe the Pop up screen being displayed after clicking the Node
“Net Profit” (see Figure below). If the Details on Click option is
disabled in the Display settings, then you will not be able to view the
Pop up screen.</p>
<div class="figure align-center" id="id31">
<a class="reference internal image-reference" href="_images/12.18.png"><img alt="alternate text" src="_images/12.18.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Pop up screen</span><a class="headerlink" href="#id31" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Composite Node Display</strong></p>
<p>A Node in a tree can now be added with a maximum of two composite nodes which can be taken from any nodes.
For our example, the below Figure shows the Tree structure with several nodes.</p>
<div class="figure align-center" id="id32">
<a class="reference internal image-reference" href="_images/cnd1.png"><img alt="alternate text" src="_images/cnd1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Tree with several nodes</span><a class="headerlink" href="#id32" title="Permalink to this image">¶</a></p>
</div>
<p>For our example, two child nodes from the Node “Total Cost” needs to be included as composite nodes to the
Node “Revenue”. For adding the composite nodes, go to the configuration settings window of the Node “Revenue”
by clicking the Edit and Configure Node option (see Figure below).</p>
<div class="figure align-center" id="id33">
<a class="reference internal image-reference" href="_images/cnd2.png"><img alt="alternate text" src="_images/cnd2.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Adding Composite Nodes</span><a class="headerlink" href="#id33" title="Permalink to this image">¶</a></p>
</div>
<p>In the Edit Node panel, go to the Display settings and add the Nodes “10:Production Cost” and
“36: Realisation Cost” as Composite Nodes to the Node Revenue (see Figure above). Now the Tree
structure will get configured based on the above settings (see Figure below).</p>
<div class="figure align-center" id="id34">
<a class="reference internal image-reference" href="_images/cnd3.png"><img alt="alternate text" src="_images/cnd3.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Tree with composite nodes</span><a class="headerlink" href="#id34" title="Permalink to this image">¶</a></p>
</div>
<p>You can observe that the Nodes “10:Production Cost” and “36: Realisation Cost” have been added as the
composite nodes to the node “Revenue”. Also when a simulation is done in the actual
Nodes (10:Production Cost” and “36: Realisation Cost), the similar simulation will get reflected in the
composite nodes and it is vice versa (see Figure below).</p>
<div class="figure align-center" id="id35">
<a class="reference internal image-reference" href="_images/cnd4.png"><img alt="alternate text" src="_images/cnd4.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Composite Node with simulated values</span><a class="headerlink" href="#id35" title="Permalink to this image">¶</a></p>
</div>
<p>The composite nodes will have no effect in the Table view structure of the Tree.
In the Quick Editor screen, you can view the composite node ids in a separate column by enabling
the composite node option from the “selected columns” drop down menu (see Figure below).</p>
<div class="figure align-center" id="id36">
<a class="reference internal image-reference" href="_images/cnd5.png"><img alt="alternate text" src="_images/cnd5.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Quick Editor with composite node id display</span><a class="headerlink" href="#id36" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="simulation">
<h4>Simulation<a class="headerlink" href="#simulation" title="Permalink to this headline">¶</a></h4>
<p>In the Simulation Settings, you will be able to configure Simulation details such as selection
of Default Simulation Method and assigning the Node for the Linked Simulation (see Figure below).
You have the option to enable/disable the Simulation function for the Node (see Figure below).</p>
<div class="figure align-center" id="id37">
<img alt="alternate text" src="_images/12.19.png" />
<p class="caption"><span class="caption-text">valQ with Simulation Settings</span><a class="headerlink" href="#id37" title="Permalink to this image">¶</a></p>
</div>
<p>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
below. The other options for the Default Simulation Method are Change
Percentage, Manual and Growth Percentage.</p>
<div class="figure align-center" id="id38">
<a class="reference internal image-reference" href="_images/12.20.png"><img alt="alternate text" src="_images/12.20.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen with Constant value selection</span><a class="headerlink" href="#id38" title="Permalink to this image">¶</a></p>
</div>
<p>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.</p>
<div class="figure align-center" id="id39">
<img alt="alternate text" src="_images/12.21.png" />
<p class="caption"><span class="caption-text">Net Profit Node</span><a class="headerlink" href="#id39" title="Permalink to this image">¶</a></p>
</div>
<p>Now click the Edit option in the pop window as shown in the Figure
below.</p>
<div class="figure align-center" id="id40">
<a class="reference internal image-reference" href="_images/12.22.png"><img alt="alternate text" src="_images/12.22.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Edit option</span><a class="headerlink" href="#id40" title="Permalink to this image">¶</a></p>
</div>
<p>By clicking the Edit option, you will be able to view and edit the input
values for the Simulation Period (see Figure below).</p>
<div class="figure align-center" id="id41">
<a class="reference internal image-reference" href="_images/12.23.png"><img alt="alternate text" src="_images/12.23.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Edit Inputs for Simulation Periods</span><a class="headerlink" href="#id41" title="Permalink to this image">¶</a></p>
</div>
<p>For our example, the value for March month has been edited and as a
result it gets reflected for all the Nodes.</p>
</div>
<div class="section" id="business-definition">
<h4>Business Definition<a class="headerlink" href="#business-definition" title="Permalink to this headline">¶</a></h4>
<p>Using this option, you will be able to configure the Business Definition
details such as Description, Header, Footer and Technical Notes with the
values as shown in the below Figure.</p>
<div class="figure align-center" id="id42">
<img alt="alternate text" src="_images/12.24.png" />
<p class="caption"><span class="caption-text">valQ with Business Definition Settings</span><a class="headerlink" href="#id42" title="Permalink to this image">¶</a></p>
</div>
<p>Based on the above settings, you will be able to view the Business
Definitions details in the Pop up screen as shown below.</p>
<div class="figure align-center" id="id43">
<a class="reference internal image-reference" href="_images/12.25.png"><img alt="alternate text" src="_images/12.25.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Pop up screen with Business Definitions</span><a class="headerlink" href="#id43" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="conditional-formatting">
<h4>Conditional Formatting<a class="headerlink" href="#conditional-formatting" title="Permalink to this headline">¶</a></h4>
<p>Using the Conditional Formatting option, you will be able to apply the Alert Thresholds and Rules at the specific Node Level (see Figure below). For our example, the Node “Revenue”
has been selected.</p>
<div class="figure align-center" id="id44">
<img alt="alternate text" src="_images/cfn1.png" />
<p class="caption"><span class="caption-text">Conditional Formatting Settings for Node</span><a class="headerlink" href="#id44" title="Permalink to this image">¶</a></p>
</div>
<p>In the Conditional Formatting settings for the Node “Revenue”, you have 3 different options as highlighted in the above Figure.</p>
<p>When the option “Global or Inherited Rule” is selected, then the Conditional Formatting Rules configured as Global Level in the Settings Tab
will be applied here.</p>
<p>Now set the option as “Custom Rule: Overwrites default or any inherited rules” as shown in the below Figure.</p>
<div class="figure align-center" id="id45">
<img alt="alternate text" src="_images/cfn2.png" />
<p class="caption"><span class="caption-text">Conditional Formatting Settings for Node - Custom Rule option with Percentage selection</span><a class="headerlink" href="#id45" title="Permalink to this image">¶</a></p>
</div>
<p>The Custom Rule option can be configured based on variance percentage values and the values applied at period level (see Figure above).</p>
<p>For our first example, set the option for the Custom Rule as “Percentage” and also enable the property “Apply to Descendants”. Set the Threshold values as shown in the above Figure.
After simulation, you can find that the Variance percentage value for the Node “Revenue” falls in the Threshold range (4%)* which is between -10% to -1% and based on that condition, the status bar for the Node Revenue is yellow color (see Figure below).</p>
<div class="figure align-center" id="id46">
<a class="reference internal image-reference" href="_images/cfn3.png"><img alt="alternate text" src="_images/cfn3.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Custom Rule option with Percentage value selection for the Node “Revenue”</span><a class="headerlink" href="#id46" title="Permalink to this image">¶</a></p>
</div>
<p>Also you can observe that the Descendant Node “Copper Price” has been updated with the same Threshold settings based on our configuration.
The Variance percentage value for the Descendant Node “Copper Price” falls in the Threshold range (8%)* which is Above 1% and based on that condition, the status bar for the Descendant Node “Copper Price” is green color (see Figure below).</p>
<div class="figure align-center" id="id47">
<a class="reference internal image-reference" href="_images/cfn4.png"><img alt="alternate text" src="_images/cfn4.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Custom Rule option with Percentage value selection for the Descendant Node “Copper Price”</span><a class="headerlink" href="#id47" title="Permalink to this image">¶</a></p>
</div>
<p>For our second example, set the option for the Custom Rule as “Value (applied at Period Level) - see Figure below.</p>
<div class="figure align-center" id="id48">
<img alt="alternate text" src="_images/cfn5.png" />
<p class="caption"><span class="caption-text">Custom Rule option with value selection for the Node “Revenue”</span><a class="headerlink" href="#id48" title="Permalink to this image">¶</a></p>
</div>
<p>Set the Threshold values as shown in the above Figure. After simulation, you can find that the
Metric value for the Node “Revenue” falls in the Threshold range (522.3)* which is Above 1
and based on that condition, the status bar for the Node Revenue is green color (see Figure below).</p>
<div class="figure align-center" id="id49">
<a class="reference internal image-reference" href="_images/cfn6.png"><img alt="alternate text" src="_images/cfn6.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Custom Rule option with Value selection for the Node “Revenue”</span><a class="headerlink" href="#id49" title="Permalink to this image">¶</a></p>
</div>
<p><strong>Note:</strong>
“*” denotes that the Metric values get calculated based on the Period Level. For example when it is a Year, it will take the value of 12 being multiplied with the range value that we provide.</p>
<p>Now set the option to “Hidden: No Rule will be applied to this Node”. You can observe that no range values can be provided for the Conditional Formatting and since there will be no status color for that Node being simulated.</p>
</div>
<div class="section" id="secondary-kpis">
<h4>Secondary KPIs<a class="headerlink" href="#secondary-kpis" title="Permalink to this headline">¶</a></h4>
<p>Secondary KPIs helps user to aggregate and visualize additional or alternate KPI values in the node widget.
Specifically, in a model with two data series, these are the set of secondary metrics captured under the primary value of the node</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPI.1.png"><img alt="alternate text" src="_images/SecKPI.1.png" style="width: 1000px;" /></a>
</div>
<p>As a default, there are three secondary values displayed for a dual series data in the following order
i. Full Period Variance between baseline and comparison metric (in % and absolute values)
ii. Baseline metric value for the first period in the series
iii. Variance for the first period between baseline and comparison metric (in % and absolute values)</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPI.2.png"><img alt="alternate text" src="_images/SecKPI.2.png" style="width: 1000px;" /></a>
</div>
<p>Secondary KPI option lets users to customize these secondary values or metric according to their preference</p>
<p>Users can achieve this using:
I. Secondary KPI option based on Formulas
II. Secondary KPI option based on Template</p>
<ol class="upperroman simple">
<li><p>Secondary KPI option based on Formulas</p></li>
</ol>
<p>In the below model screenshot, the user can display the data value from Operating Profit %’ and ‘Operating Expense Ratio’ as Secondary KPI values to the TOP node ‘Operating profit’.</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIF.1.png"><img alt="alternate text" src="_images/SecKPIF.1.png" style="width: 1000px;" /></a>
</div>
<p>Under the ‘Operating Profit’ node setting’s ‘Secondary KPI’ ribbon, user needs to select the ‘Formula’ button and fill-in the label name and the custom formula for his additional Secondary KPIs</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIF.2.png"><img alt="alternate text" src="_images/SecKPIF.2.png" style="width: 1000px;" /></a>
</div>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIF.3.png"><img alt="alternate text" src="_images/SecKPIF.3.png" style="width: 1000px;" /></a>
</div>
<p>Upon completing, the user can see ‘Operating Profit %’ and ‘Ops Expense Ratio’ values displayed as Secondary KPI values to ‘Operating profit’</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIF.4.png"><img alt="alternate text" src="_images/SecKPIF.4.png" style="width: 1000px;" /></a>
</div>
<ol class="upperroman simple" start="2">
<li><p>Secondary KPI option based on Template</p></li>
</ol>
<p>In the model, user can display ‘Contribution’ of each of the child nodes Water, Beverages, and Others to their parent node Gross Profit.
User should define ‘Contribution’ as a Formula in one of the nodes and call them out for ‘Contribution’ calculation using the Template option at the other nodes.</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIT.1.png"><img alt="alternate text" src="_images/SecKPIT.1.png" style="width: 1000px;" /></a>
</div>
<p>In this example, user can define the formula in ‘Water’ node under the node setting’s Secondary KPI by selecting ‘Formula’ button and defining the ‘Custom Formula’
Upon completion, ‘Contribution %’ is displayed as a Secondary value of the node widget.</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIT.2.png"><img alt="alternate text" src="_images/SecKPIT.2.png" style="width: 1000px;" /></a>
</div>
<p>To borrow this formula on other nodes, user can fo into the Secondary KPI setting of the ‘Beverages’ node, select the ‘Template’ button, and choose to display the same formula as the ‘Water’ node.
User can instantly see the corresponding ‘Contribution %’ at the ‘Beverage’ node.</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIT.3.png"><img alt="alternate text" src="_images/SecKPIT.3.png" style="width: 1000px;" /></a>
</div>
<p>Similarly, following the same steps for the ‘Other’ node helps the user to instantly visualize ‘Contribution %’ for the all the child nodes to Gross Profit</p>
<div class="figure align-center">
<a class="reference internal image-reference" href="_images/SecKPIT.4.png"><img alt="alternate text" src="_images/SecKPIT.4.png" style="width: 1000px;" /></a>
</div>
</div>
</div>
<div class="section" id="create-a-simple-model">
<h3>Create a Simple Model<a class="headerlink" href="#create-a-simple-model" title="Permalink to this headline">¶</a></h3>
<p>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
Simple Model option, you will be able to view the valQ screen as shown
in the below Figure.</p>
<div class="figure align-center" id="id50">
<a class="reference internal image-reference" href="_images/12.26.png"><img alt="alternate text" src="_images/12.26.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simple Dynamic Tree created with one single Measure</span><a class="headerlink" href="#id50" title="Permalink to this image">¶</a></p>
</div>
<p>By default, the Measure “Actual” has been selected as a Mandatory
criteria for getting the Tree widget. Now you can select the other
Measures and Dimensions based on your choice as indicated in the Figure
below.</p>
<div class="figure align-center" id="id51">
<a class="reference internal image-reference" href="_images/12.27.png"><img alt="alternate text" src="_images/12.27.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Simple Dynamic Tree created with Measures and Dimensions</span><a class="headerlink" href="#id51" title="Permalink to this image">¶</a></p>
</div>
<p>From the above Figure, you can observe that the other Measure “Forecast”
is assigned to “Value” and the Dimensions namely Account and Product has
been assigned to the “tab” and the Period_MON is assigned to “Time
period”. Now based the assigned data source, the Tree is being
configured. Hence now you can create a tree directly from your data. For
step by step instructions on how to get started to build a Dynamic
Model, please follow this link:
<a class="reference external" href="https://valq.com/wp-content/uploads/valq-for-microsoft-power-bi-beginners-tutorial.pdf">https://ValQ.com/wp-content/uploads/ValQ-for-microsoft-power-bi-beginners-tutorial.pdf</a>.</p>
<p><strong>Note</strong>: 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).</p>
<div class="figure align-center" id="id52">
<a class="reference internal image-reference" href="_images/dsm.png"><img alt="alternate text" src="_images/dsm.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Sub Models Section showing the Root Node and first three Nodes in the next level hierarchy</span><a class="headerlink" href="#id52" title="Permalink to this image">¶</a></p>
</div>
<div class="section" id="read-only-dynamic-tree-in-editor">
<h4>Read only Dynamic Tree in Editor<a class="headerlink" href="#read-only-dynamic-tree-in-editor" title="Permalink to this headline">¶</a></h4>
<p>When Dynamic Model is selected, you will be able to only view the value
driver tree with Parent and Children Nodes and you cannot undergo any
configuration part on it. But you can generate a copy of the Parent Node
and proceed with configuration part based on your choice (see Figure
below).</p>
<div class="figure align-center" id="id53">
<a class="reference internal image-reference" href="_images/12.28.png"><img alt="alternate text" src="_images/12.28.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Read Only Dynamic Tree</span><a class="headerlink" href="#id53" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="dynamic-scaling-on-dynamic-tree">
<h4>Dynamic Scaling on Dynamic Tree<a class="headerlink" href="#dynamic-scaling-on-dynamic-tree" title="Permalink to this headline">¶</a></h4>
<p>Based on your data source, the value driver tree will get generated and
the Number Scaling for all the Nodes will be updated appropriately based
on the data source (see Figure below). For our example, the Number
Scaling is “0.0b”.</p>
<div class="figure align-center" id="id54">
<a class="reference internal image-reference" href="_images/12.29.png"><img alt="alternate text" src="_images/12.29.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Dynamic Scaling on Dynamic Tree</span><a class="headerlink" href="#id54" title="Permalink to this image">¶</a></p>
</div>
<p>As part of the New Release, you have the option to convert the Dynamic Model to an Advanced Model (see Figure below).</p>
<div class="figure align-center" id="id55">
<a class="reference internal image-reference" href="_images/conv1.png"><img alt="alternate text" src="_images/conv1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Option for converting Dynamic Model to an Advanced Model</span><a class="headerlink" href="#id55" title="Permalink to this image">¶</a></p>
</div>
<p>When the option is clicked, now you will be prompted for the Message window as shown below.</p>
<div class="figure align-center" id="id56">
<img alt="alternate text" src="_images/conv1a.png" />
<p class="caption"><span class="caption-text">Confirmation Message</span><a class="headerlink" href="#id56" title="Permalink to this image">¶</a></p>
</div>
<p>After clicking Yes, you will be able to edit the configuration for all the level of Nodes similar
to the Advance Model (see Figure below).</p>
<div class="figure align-center" id="id57">
<a class="reference internal image-reference" href="_images/conv2.png"><img alt="alternate text" src="_images/conv2.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Dynamic Model converted to an Advanced Model</span><a class="headerlink" href="#id57" title="Permalink to this image">¶</a></p>
</div>
</div>
</div>
<div class="section" id="create-an-advanced-model">
<h3>Create an Advanced Model<a class="headerlink" href="#create-an-advanced-model" title="Permalink to this headline">¶</a></h3>
<p>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.</p>
<div class="figure align-center" id="id58">
<a class="reference internal image-reference" href="_images/12.38.png"><img alt="alternate text" src="_images/12.38.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Create New from Scratch</span><a class="headerlink" href="#id58" title="Permalink to this image">¶</a></p>
</div>
<p>For our example we have created a Parent Node and two child Nodes (see
Figure below).</p>
<div class="figure align-center" id="id59">
<a class="reference internal image-reference" href="_images/12.39.png"><img alt="alternate text" src="_images/12.39.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Tree with one Parent Node and two Child Nodes</span><a class="headerlink" href="#id59" title="Permalink to this image">¶</a></p>
</div>
<p>Now with the help of <a class="reference internal" href="#osm"><span class="std std-ref">Section: Open a Sample Model</span></a>, you will be able
to configure the General, Configuration, Display, Simulation, Business Definition and Conditional Formatting settings for the Tree (Please refer <a class="reference internal" href="#osm"><span class="std std-ref">Section: Open a Sample Model</span></a> for
more details).</p>
</div>
<div class="section" id="import-an-advanced-model">
<h3>Import an Advanced Model<a class="headerlink" href="#import-an-advanced-model" title="Permalink to this headline">¶</a></h3>
<p>Using the “Import an Advanced Model” option, you will be able to import
data through two different options as shown below.</p>
<div class="figure align-center" id="id60">
<img alt="alternate text" src="_images/12.30.png" />
<p class="caption"><span class="caption-text">valQ – Import from Excel</span><a class="headerlink" href="#id60" title="Permalink to this image">¶</a></p>
</div>
<div class="section" id="import-from-excel">
<h4>Import from Excel<a class="headerlink" href="#import-from-excel" title="Permalink to this headline">¶</a></h4>
<p>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.</p>
<div class="figure align-center" id="id61">
<img alt="alternate text" src="_images/12.31.png" />
<p class="caption"><span class="caption-text">Configuration Data from Excel Format</span><a class="headerlink" href="#id61" title="Permalink to this image">¶</a></p>
</div>
<p>Now based on the above configuration, you will be able to view the Tree
formed with Nodes in the valQ screen.</p>
<div class="figure align-center" id="id62">
<a class="reference internal image-reference" href="_images/12.32.png"><img alt="alternate text" src="_images/12.32.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen derived from Excel Data</span><a class="headerlink" href="#id62" title="Permalink to this image">¶</a></p>
</div>
<p>As part of the New Release, you will be able to retain the existing Navigation
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.</p>
<div class="figure align-center" id="id63">
<a class="reference internal image-reference" href="_images/12.33.png"><img alt="alternate text" src="_images/12.33.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Navigation Panel for the first tree configuration</span><a class="headerlink" href="#id63" title="Permalink to this image">¶</a></p>
</div>
<p>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.</p>
<div class="figure align-center" id="id64">
<img alt="alternate text" src="_images/12.34.png" />
<p class="caption"><span class="caption-text">Import a Tree</span><a class="headerlink" href="#id64" title="Permalink to this image">¶</a></p>
</div>
<p>Now select the option “I am reimporting the current model – retain my
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).</p>
<div class="figure align-center" id="id65">
<a class="reference internal image-reference" href="_images/12.35.png"><img alt="alternate text" src="_images/12.35.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Navigation Panel for the second tree configuration</span><a class="headerlink" href="#id65" title="Permalink to this image">¶</a></p>
</div>
</div>
<div class="section" id="import-from-an-export-file">
<span id="ief"></span><h4>Import from an Export File<a class="headerlink" href="#import-from-an-export-file" title="Permalink to this headline">¶</a></h4>
<p>Using this option “Import from an Export File”, you will be able to
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.</p>
<div class="figure align-center" id="id66">
<img alt="alternate text" src="_images/12.36.png" />
<p class="caption"><span class="caption-text">Configuration Data from Export File Data Format</span><a class="headerlink" href="#id66" title="Permalink to this image">¶</a></p>
</div>
<p>Now based on the above configuration, you will be able to view the Tree
formed with Nodes in the valQ screen.</p>
<div class="figure align-center" id="id67">
<a class="reference internal image-reference" href="_images/12.37.png"><img alt="alternate text" src="_images/12.37.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">valQ screen derived from Export File Data Format</span><a class="headerlink" href="#id67" title="Permalink to this image">¶</a></p>
</div>
</div>
</div>
<div class="section" id="additional-properties-of-new-tab">
<h3>Additional Properties of New Tab<a class="headerlink" href="#additional-properties-of-new-tab" title="Permalink to this headline">¶</a></h3>
<table class="docutils align-default">
<colgroup>
<col style="width: 50%" />
<col style="width: 50%" />
</colgroup>
<thead>
<tr class="row-odd"><th class="head"><p><strong>Property</strong></p></th>
<th class="head"><p><strong>Description</strong></p></th>
</tr>
</thead>
<tbody>
<tr class="row-even"><td><p>Open a Sample Model</p></td>
<td><p>Using this model, you can load
the required model from the
sample valQ Models. The sample
Models are Mining Industry, P&L
for Small and Medium-Size
Business, Personal Finance and
Simple Sales Projections.</p></td>
</tr>
<tr class="row-odd"><td><p>Create a Simple Model</p></td>
<td><p>Using this Model, you can build a
Dynamic valQ Model (For details,
please refer:
<a class="reference external" href="https://valq.com/wp-content/uploads/valq-for-microsoft-power-bi-beginners-tutorial.pdf">https://ValQ.com/wp-content/uplo
ads/ValQ-for-microsoft-power-bi-b
eginners-tutorial.pdf</a>
)</p></td>
</tr>
<tr class="row-even"><td><p>Create an Advanced Model</p></td>
<td><p>Using this Model, you can import
a Tree by selecting the data from
an Excel file or by selecting the
data from an Export File.</p></td>
</tr>
<tr class="row-odd"><td><p>Import an Advanced Model</p></td>
<td><p>This Model can be used for
creating a Tree with Nodes right
from the beginning.</p></td>
</tr>
</tbody>
</table>
<p><em>Additional Properties of New Tab</em></p>
</div>
</div>
<div class="section" id="node-tab">
<h2>Node Tab<a class="headerlink" href="#node-tab" title="Permalink to this headline">¶</a></h2>
<p>Each node represents a metric, and can contain the following:</p>
<ul class="simple">
<li><p>Name of the value driver or KPI</p></li>
<li><p>A sparkline graph indicating the recent trend</p></li>
<li><p>The value of the metric in bold letters</p></li>
</ul>
<div class="figure align-center" id="id68">
<img alt="alternate text" src="_images/13.1.png" />
<p class="caption"><span class="caption-text">Node Details</span><a class="headerlink" href="#id68" title="Permalink to this image">¶</a></p>
</div>
<p>In addition, each node also contains several performance metrics (see
Figure below). They are listed as follows:</p>
<ul class="simple">
<li><p>The Fiscal Year variance of the metric vs. a benchmark (in this case,
Sales Forecast vs. Sales Budget) – this is shown in both % and
absolute terms</p></li>
<li><p>Absolute value of the metric for the current month (usually the first
period in the series)</p></li>
<li><p>Variance of the metric vs. a benchmark for the current month – this
is shown in both % and absolute terms.</p></li>
</ul>
<p>A node may be decorated by a performance indicator color band on the
left – typically Green (for good), Amber (neither good nor bad) and Red
(Poor).</p>
<div class="figure align-center" id="id69">
<img alt="alternate text" src="_images/13.2.png" />
<p class="caption"><span class="caption-text">Node Details</span><a class="headerlink" href="#id69" title="Permalink to this image">¶</a></p>
</div>
<p>The entire configuration part of the Node Tab has been already explained
in detail in <a class="reference internal" href="#osm"><span class="std std-ref">Section: Open a Sample Model</span></a>.</p>
<div class="section" id="quick-editor-in-node-tab">
<h3>Quick Editor in Node Tab<a class="headerlink" href="#quick-editor-in-node-tab" title="Permalink to this headline">¶</a></h3>
<p>Using the Quick Editor 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.</p>
<div class="figure align-center" id="id70">
<a class="reference internal image-reference" href="_images/qe1.png"><img alt="alternate text" src="_images/qe1.png" style="width: 1000px;" /></a>
<p class="caption"><span class="caption-text">Normal Tree Hierarchy View</span><a class="headerlink" href="#id70" title="Permalink to this image">¶</a></p>