User Guide

Contents

• About & Getting Started
  • Introduction to Valsight
  • The Basic Concepts of Valsight — Learn about the core elements in Valsight: models, simulation workspaces, scenarios, assumptions and charts.
  • V2 - Building a First Model - Step by Step
    • V2 - Create the Tutorial Project
    • V2 - Create a new Model
    • V2 - Create First Nodes in the Model and Define Driver Logic
    • V2 - Basic Data Upload & Model Definition
    • V2 - Adding a Custom Dimension
    • V2 - Defining Simulation Nodes
    • V2 - Building Simulations
    • V2 - Summary & Next Steps
  • [DE] Schritt für Schritt zum ersten Valsight Modell
  • Generic Model Tutorial
    • 1. MDE Base Data and Dimensions
    • 2. MDE Submodels
    • 3. MDE Product
    • 4. MDE Service
    • 5. MDE OPEX
    • 6. MDE P&L
  • Working with Multiple Users — Learn the basics of collaboration in Valsight.
    • Copy Workspaces that are Used by Another User
    • Advanced users only! Working in Parallel Mode
  • Demo Models
    • [DE] Kantinen Modell
    • Financial Statement Model of Winside Aerospace, Inc.
    • GEM - Good Enough Motors
  • Recommendations for Building Real-World models
• Operations / Node Formulas
  • ABS
  • ADDEACH
  • ADDITION (+)
  • DATA
  • DEPRECIATION
  • DISAGGREGATE
  • DISTRIBUTE
  • DIVISION (/)
  • DROPLEVEL
  • EXPAND
  • EXPANDSINGLE
  • FILTER
  • IF
    • Comparisons and boolean operators
      • GTE (>=)
      • NEQ (!=)
      • NOT (!)
      • IS_NA
      • EQ (=)
      • GT (>)
      • LT (<)
      • LTE (<=)
      • OR
      • AND
      • XOR
  • IRR
  • MAP
  • MAX
  • MIN
  • MOVINGAVG
  • MOVINGSUM
  • MULTIPLICATION (*)
  • POWER
  • PREVIOUS
  • RATIO
  • ROLLFORWARD
  • ROLLUP
  • ROUND
  • RUNNINGPROD
  • RUNNINGSUM
  • SHIFT
  • SQRT
  • SUBTRACTION (-)
  • TIMELAG
  • Compare Values
    • MOM_ABS
    • MOM_REL
    • PM
    • PQ
    • PW
    • PY
    • QOQ_ABS
    • QOQ_REL
    • WOW_ABS
    • WOW_REL
    • YOY_ABS
    • YOY_REL
  • Combined Operations
    • 1-X Pattern
    • Break-down Data by Dimensions
    • Combined Growth Pattern
    • Rollforward data with average growth rate from actuals
    • SUBEACH Pattern
    • YOY-Growth Pattern
    • Calculate runtime of projects
    • Calculate Weighted Average along a hierarchy
    • Move yearly data by 6 months
    • FINDFIRST
  • Operations
  • SCHEDULEPROJECTS
  • FALSE
  • TRUE
  • LN
  • EXP
  • LOG
  • SIGNUM
  • STRETCH_CURVE
  • ARIMA
• Projects
  • Copy a Project
  • Create a new Project
  • Exporting and Importing Projects
  • Imported Scenarios
  • Locking and Unlocking of Projects
  • Project Overview: Assign Project Thumbnails
  • Project Settings
    • Access Rights
    • Calendar Months Dimension
    • Change time horizon
    • Data Permissions
    • Project Rights
  • Project Variables
• Creating Models
  • Introduction to Building Models — Learn how to use the graphical model editor to build your value driver model and connect it to data sources.
    • Units
    • Aggregation
    • Advanced Node Settings — Advanced node settings allow to further fine-tune the behaviour of a node. You can configure which values are shown in the scenario managers overview using effect proxies, hide technical nodes by default or mark nodes as base assumptions.
    • Calculations with Non-Overlapping Dimensions
    • Node Actions: Copy/Paste, Move, Delete
  • Dimensions & Hierarchies
    • Creating Dimensions
      • Link/Unlink attributes in hierarchies
    • Managing Dimension: possible feedback messages for your uploaded Excel file
    • Manipulating Dimensions
    • Using Excel for creating Dimensions & Hierarchies
  • Data Upload
    • Naming Guidelines
    • Example Excel Sheets
    • Create Upload Tables
    • Multidimensional Data Upload (2D/3D/4D Tables)
    • Debugging Upload Problems
    • Validate Dimensions
    • Create one Excel Sheet for Multiple Data Nodes
    • Predefined Keywords
    • Create and Update Data Sources - Step by Step
    • Data Upload Errors, Warnings and Infos Explained
    • Restructuring Data in Excel using Power Query
  • Example Models
    • Model One-Time Effects to Correct the Simulation Basis
    • Simulate Future Values of your Data with Rollforward — Learn how to use the Rollforward function to simulate your existing data into the future.
    • Example Model with absolute market data and correlation
    • Creating a Model with periodic Loops — Learn how to use the previous function to correctly model periodic loops.
  • Sharing Models — Manage access rights for models
  • Configure Impact Columns — Configure additional columns to show in the scenario manager.
  • Working with Submodels
    • Hands-On Example: Defining Submodels
  • Aggregation Settings
  • Working with Multiple Currencies
  • Scenario, Workspace and Model Validation
  • Displaying Simulation Scenarios in the Model Editor
  • Introduction of the workflow — Structure and advantages due to the workflow feature
    • Workflow Manual — Create and configure a workflow for your project
• Assumptions and Scenarios
  • Creating Assumptions — Learn how to create assumptions with multiple line items and how to edit, duplicate, sort or delete them.
    • Uploading Assumptions via Excel
  • How to use Assumption Templates — Learn how to create assumptions from templates and how to define new assumption templates for common use-cases.
  • Manage Assumptions and their Impacts — Learn how to manage assumptions by structuring them with properties and how to view assumption impacts.
  • Sharing Scenarios — Share scenarios with others and use shared scenarios as assumptions in the scenario manager.
  • Shifting Assumptions
  • Understanding the Impact Column
• Visualizing Data
  • Comparisons
  • Data Visualization with Different Chart Types — Learn how to visualize your data using line and column charts, mixed charts, tables and waterfalls.
  • How to Create Charts & Tables — Learn how to add and configure charts to flexibly display your data using basic chart types like line or column charts.
  • Scenario, Time or Dimension Level Comparison (Delta %) — Learn how to compare scenarios
  • Assumption Effects
  • Year-over-Year Bridge (YoY)
  • Sorting and Formatting Charts — Learn how to sort your data in different charts and tables and how to structure them with colors or indentations.
  • Configuring and Pivoting Data Displayed in Charts and Tables
  • Images in Dashboards
• Common Tasks
  • Creating a Model Copy
  • Creating a new Simulation Workspace
  • Copy / Migrate Workspaces to New Models — How to define a new underlying model for an existing workspace.
  • Exporting a Scenario as CSV
  • Sharing Workspaces — Manage Access to Workspaces
  • Using the Presentation Mode — The presentation mode helps you to share and present your work to others
  • Copying Sheets in Workspaces
  • Linking an Valsight CSV Export to Word
  • Modelling Seasonality
• Versioning
  • Scenario Versioning
  • Assumption Versioning
• Other
  • Troubleshooting Browser Issues — If Valsight does not work as expected, follow these steps.
  • Troubleshoot unexpected Results — In this article you can learn how to use some quick tricks to analyze possible deviations of the displayed data from your expectations.
  • Change Password — Learn how to change your password.
  • Quickly and easily manage Charts — Save complex charts or tables as templates or simply copy common charts.
  • Accessing the new Model Editor (Beta)
  • Expected Levels
  • Supported Archiving Methods
  • Workspace & Assumption Validation
  • Translating Stock and Flow Diagrams to Valsight Models
  • Edit a Dimension: Add a level in the middle
  • Base Assumption Validation
  • Connect Node with Drag & Drop
  • [DE] Änderungen Dimensionsmanagement
  • Tutorial Entry Point
  • Target Upload (Line item configuration)
  • [DE] Training Modelle
• Glossary — Words and Expressions commonly used in the Valsight Application.