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
- [DE] Schritt für Schritt zum ersten Valsight Modell
- Generic Model Tutorial
- Working with Multiple Users — Learn the basics of collaboration in Valsight.
- Demo Models
- Recommendations for Building Real-World models
- Operations / Node Formulas
- ABS
- ADDEACH
- ADDITION (+)
- ARIMA
- Combined Operations
- Compare Values
- DATA
- DEPRECIATION
- DISAGGREGATE
- DISTRIBUTE
- DIVIDE
- DIVISION (/)
- DROPLEVEL
- EXP
- EXPAND
- EXPANDSINGLE
- FALSE
- FILTER
- IF
- IRR
- LN
- LOG
- LOOKUP
- MAP
- MAX
- MIN
- MOVINGAVG
- MOVINGSUM
- MULTIPLICATION (*)
- MULTIPLY
- Operations
- POWER
- PREVIOUS
- RATIO
- ROLLFORWARD
- ROLLFORWARD_MUL
- ROLLUP
- ROUND
- RUNNINGPROD
- RUNNINGSUM
- SCHEDULEPROJECTS
- SHIFT
- SIGNUM
- SQRT
- STRETCH_CURVE
- SUBTRACTION (-)
- TIMELAG
- TRUE
- Projects
- 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, Search
- 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
- 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
- Workflow Scenario Names
- Introduction to Building Models — Learn how to use the graphical model editor to build your value driver model and connect it to data sources.
- Assumptions and Scenarios
- Creating Assumptions — Learn how to create assumptions with multiple line items and how to edit, duplicate, sort or delete them.
- 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
- Sliders in Scenario Manager
- Understanding the Impact Column
- Working with model scenarios
- Visualizing Data
- 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.
- Sorting and Formatting Charts — Learn how to sort your data in different charts and tables and how to structure them with colors or indentations.
- Bridges
- Scenario, Time or Dimension Level Comparison (Delta %) — Learn how to compare scenarios
- Assumption Effects
- Configuring and Pivoting Data Displayed in Charts and Tables
- Images in Dashboards
- Visualizing Data - Example Workspace
- 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
- 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 XLSX Export to PowerPoint
- Modelling Seasonality
- 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.
- 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
- Connect Node with Drag & Drop
- [DE] Änderungen Dimensionsmanagement
- Tutorial Entry Point
- Target Upload (Line item configuration)
- [DE] Training Modelle
- Keyboard shortcuts
- Glossary — Words and Expressions commonly used in the Valsight Application.