Creating a Legacy Value Driver Tree

You can still create legacy value driver trees, although more features are available when creating a value driver tree in a story instead.

Context

Note

It’s recommended to create value driver trees in the story, instead. See Adding a Value Driver Tree to learn how.

Before you begin, you must have authorizations for working with legacy value driver trees; for example, the Modeler role.

Procedure

From the Main Menu (), select Create Process Value Driver Tree.
In the Create Value Driver Tree dialog, type a unique name for the tree, and select the Underlying Model that contains the data that you want to use.

Only planning models are available in the Underlying Model list.
Select Create.

The Time & Model tab for the new value driver tree is displayed. You can configure the time period for the value driver tree in this panel. In the current release, the only available option for Default Calculation Period and Default Presentation Period is Year.
Select a Default Calculation Start Date and a Default Calculation End Date.

These dates set the years for which node values will be calculated in the tree. The dates must fall within the Start Date and End Date set up for the underlying model.
Select a Default Presentation Start Date and a Default Presentation End Date that fall within the default calculation dates that you set.

These dates set the years for which node values will be displayed when you add a value driver tree to a story.
Select (Save).

Results

The value driver tree is created and added to the list in the main value driver tree page. You can begin to add nodes to the calculation flow and the consumption flow.