Legacy Value Driver Trees in Stories

Add a legacy value driver tree (VDT) to a canvas or responsive page in a story to help perform forecasting, budgeting, and decision making tasks.

Note
This topic relates to legacy value driver trees. See Set Up Value Driver Trees for Planning for details about creating a value driver tree in a story, where more features are available.

You add value driver tree tiles to a canvas or responsive page by selecting Start of the navigation path Next navigation step Value Driver TreeEnd of the navigation path.

You can use a value driver tree to simulate different scenarios by changing the version and currency, and by recalculating the tree with different node values.

The current version displayed in the value driver tree is shown beneath the title, and you can select it to change the version. For models with currency conversion enabled, you can also choose which conversion to display.

Note

If the value driver tree is displaying a private version or a public version in edit mode, the version only displays values for one conversion. For more information, see Plan with Currency Conversion.

To adjust or enter data, select a data source node value, or the base value of a YOY node. You can enter a value with the keypad that appears, or adjust a value using the slider. The data is entered for the model, and you can recalculate the rest of the value driver tree nodes by selecting (Open Simulation Panel) on the value driver tree toolbar, and selecting Run Calculation.

In the Simulation panel, the Consider external data changes for subsequent simulations switch determines which data will be included in the simulation. If you want to change model values in a table and include these changes in the value driver tree simulation, for example, turn this switch on. When you just want to include changes that you made in the value driver tree tile or the Examine panel, you can set the switch off for best performance.

Display and Navigation

To show or hide the unit and currency label on each node, select Start of the navigation path Next navigation step Show/Hide Next navigation step Currency/UnitEnd of the navigation path.

To navigate the tree, click and drag within the tile and use the mouse wheel to zoom. A map of the value driver tree is displayed in the lower-left corner by default, and you can drag the selected area in the map or use the zoom buttons to change the view of the value driver tree, or you can select Fit to Screen to show all nodes in the canvas. You can also hide the map or drag it to reposition it on the tile.

Using the Examine panel with a value driver tree

When a value driver tree tile or a node within it is selected, you can select (Examine) in the toolbar to open a table view of the data.

The data displayed in the Examine panel reflects the current data displayed in the value driver tree, including story and page filters. For data source nodes and YOY node base values, you can update booked values or create new values by typing in the corresponding table cells. These changes to the model data are reflected in the value driver tree.

Value driver trees in the Digital Boardroom

To add a value driver tree to a Digital Boardroom agenda or dashboard, add the value driver tree to a Responsive page instead of a canvas. For more information, see Preparing Stories for the Digital Boardroom.

During a presentation, you can select the current version or currency displayed by the value driver tree to change it, and you can change node values using the keypad that appears when you select them.

You can also right-click the value driver tree, or on touch devices long-tap, to open a new context-sensitive menu. Select Start of the navigation path Chart Actions Next navigation step  CalculateEnd of the navigation path to recalculate the value driver tree after making changes to node values.

The (Undo) and (Redo) buttons in this menu allow you to roll back node value changes and simulations, helping you quickly explore different scenarios.

For more information about presenting a Digital Boardroom agenda or dashboard, see Running Your Digital Boardroom Presentation.