Navigating Value Driver Tree

In the previous map of the value driver tree, each box that forms part of the value driver is called a Node. The relationship between nodes with arithmetic operands forms the value driver. Different types of nodes can be created in the value driver based on their purpose, by selecting the method.

Create Node

Click on + Add Rule on the level 2 header to open the node creation pane.

Value Driver Details pane:

General Tab

• Name: Node name to identify, recommended to be without spaces and no special characters.

• Description: Detailed description of the node for the user.

• Method: Select what type of method this node will be (details on types of methods below).

• Module: Select the module which will be identified with the node, meaning the module fields will be used for filtering on the node information for reading/posting the data.

• Formula: Enter the exact formula with arithmetic operands and combination of nodes.

  Note: Specify the driver/other nodes within single quotes.

  • The system auto-generates the input nodes when used as part of the formula in the formula node.

  • Enabled only for formula and calculation group type nodes.

  Example: "Unitssold" * 'AveragePrice'

  In this example, Unitssold and AveragePrice are input nodes.

• Dimensions: Based on the module selected above, the default fields from the module definition are displayed. Only row, column, and filter fields are displayed.

  • Select the filter to choose the specific field members to post the data.

Method

Four types of Nodes can be created by selecting the Method:

• Input: Used for input/driver nodes which form the base for any calculation. The system reads the model data from these input nodes identified and refers them to the calculation. The input method allows the user to update the dependency of the calculation.
• Formula: Used for formula/output metric nodes, which are calculated based on other drivers/input nodes. Hence, this node is a combination of other nodes with arithmetic operations. The formula for the metric is to be input in the formula input text field below.
• Calculation Group: Method selected when the node value is derived by a summation of other nodes' values. Calculation group is like grouping the calculation for aggregation and similar to the formula method, the user should be able to put the formula in the formula input text field.
• Advanced: Calculated from other metrics with a special function. Option for the user to have an advanced formula.

Input Tab

This tab is enabled only for formula and calculation group type nodes. It displays the list of input nodes defined in the formula input field. Each input node will have grouped details as:

• Name: Input node name (auto-populated from formula field).
• Module/Metric: Select the module this input node value is captured in.
• Relation: Select from dropdown (details of types of relation below).
• Lookup Metric: Enabled for relation as lookup to identify the source node to match..
• Field: Fields defined in the module definition selected above:
  • Filter: Each field will have a filter to select the field value to read the value from.
  • Hide: While using for lookup/union, hide ignores the field and aggregates the value.

Relation

When using formula or calculation group node, the relation between input nodes is defined using this relation dropdown. Based on the relation between input nodes, the calculation is derived accordingly.

Value driver tree provides three types of relation:

• Merge: Similar to select from, meaning for the input nodes of the formula node, the first node will have relation as merge, so it can be taken as base and then subsequent input nodes will be lookup.
• Lookup: Similar to Vlookup (Excel) or lookup refers to looking up the current input node values matching the source node selected in the Lookup Metric field as base.
• Union: Similar to join, this relation is used to join all input nodes when selected.