Getting Started Home Page
This page acts as a central hub, providing a well-organized overview of all the articles designed to help you get started. It serves as a go-to resource where you can easily find guidance on various aspects of the platform. Whether you're a new user or need a quick reference, this collection of articles covers essential topics and step-by-step instructions to ensure a smooth and efficient experience as you navigate through the system. By having all the necessary resources in one place, it streamlines the process of learning and using the platform effectively.
Log in to your Account
This article offers a step-by-step guide to logging into ValueCore for the first time, covering everything from accessing the login page to troubleshooting common issues, ensuring a smooth start.
Introduction to Building your Model
This article covers the key factors essential for constructing a mathematical model, which represents a system or process using mathematical concepts. These factors serve as the foundational components guiding the model’s creation.
Formulas Supported in the Excel Model
This article lists the Excel formulas compatible with ValueCore, detailing which formulas can be used for calculations and data analysis within the platform. It also highlights any limitations or special instructions for their use.
Create a Simple Generic Excel
This article helps create an Excel model that captures key data points, such as current performance, expected improvements, and monetary benefits.
Upload your Model / Create a Visualizer Type
This article guides you through uploading a model or creating a Visualizer Type in ValueCore, including required administrative access and troubleshooting tips.
Add a Simple Table in Value Collaborator
This article provides details on creating a table, defining rows and columns, adding data, customizing its appearance, and saving it. Preview and deploy the table when ready.
Add/Change Colors in Value Collaborator
This article explains your ability to choose any color to style the Prototype page, tables, and charts, allowing you to match your branding and design preferences. This customization helps create a cohesive and visually appealing user interface.
Add a Help Text in Value Collaborator
This article explains how to create help texts and their benefits. It shows how help texts clarify features, offer tips, and improve user understanding, making prototypes more user-friendly and reducing confusion.
Add a Chart in Value Collaborator
This article explains how to create various charts—Pie, Bar, Column, Group, Stack, and Waterfall—each serving a unique purpose in data visualization. It provides step-by-step instructions and customization options to help you choose the right chart for your data.
Add Dynamic Variables for Word Export in Value Collaborator and Discovery Wizard
This article explains how to export values from a Prototype to a Microsoft Word document. Clients can update values and export them, eliminating the need to recreate documents. Word export is done on client request with the provided template. This guide covers exporting Word documents from Value Collaborator (VC) and Discovery Wizard (DW).
Add Dynamic Variables for PPT Export in Value Collaborator and Discovery Wizard
This article explains how to export values from a Prototype to a PowerPoint presentation. Clients can update values in the Prototype and export them directly to PowerPoint, avoiding manual input in Excel. PPT export is done on client request, with the client providing the template or style. This guide covers exporting PowerPoint presentations from Value Collaborator (VC) and Discovery Wizard (DW).
Add a Table in Discovery Wizard
This article explains how to create a table in Discovery Wizard by selecting the table option, defining rows and columns, inputting data, and customizing its appearance for clarity and readability. This ensures organized and easily understandable information.
Add Variables in Discovery Wizard
This article explains that the "Add Variable" option allows you to display only the essential facts by selecting relevant data and filtering out unnecessary details, ensuring a clearer and more focused presentation.
Add/Change Colors in Discovery Wizard
This article explains how to add or change colors in Discovery Wizard to customize your project’s look. You can adjust elements like backgrounds, text, and buttons to align with your branding and improve the visual appeal. The guide provides step-by-step instructions for easy color customization.
Add a Chart in Discovery Wizard
This article explains how to add a chart in Discovery Wizard, including selecting the chart type, inputting or importing data, and customizing its appearance to effectively present your data.
View the Visualizer Type Data
This article explains visualizer type data, including details like version, user, contact, persona, last modified date, and whether the data is real or simulated, helping you manage and understand the data better.
View/Download Activity Report
This article explains that user activities in ValueCore are tracked in real-time, with the Activity Report providing an overview of these actions. The report can be downloaded for further analysis, helping administrators monitor behavior and review activity trends.