Search results for create a visualizer

223 articles found

  • Create a Visualizer

    Overview You can create Visualizers only from those Visualizer Types that you own and that have been pushed into production. Step-by-Step Guide Follow the steps to Push a Visualizer Type into

  • How to create a visualizer with sample data?

    Follow the steps to Create a Visualizer. Just ensure to slide the toggle button to disable Live Analysis. Then click Create. A visualizer is created with sample data which would be specifically

  • STEP 5: Upload your Model / Create a Visualizer Type

    Previous - Create a Simple Generic File Overview For uploading a model or creating a Visualizer Type, you must have administrative access to your organization in ValueCore. If you are unsure or do

  • Copy a Visualizer using the Sales Dashboard

    Overview You can easily copy a visualizer on the Sales Dashboard page. Step-by-Step Guide Follow the steps to Create a Visualizer. Click Actions and then click Copy from the drop-down list. Enter a

  • Close a Visualizer using the Sales Dashboard

    Overview You create a visualizer with a sales objective. You have the option to close the visualizer as either won or Lost. Step-by-Step Guide Follow the steps to Create a Visualizer. Click Actions

  • Delete a Visualizer using Sales Dashboard

    Overview In Sales Dashboard, you can easily delete a visualizer. Step-by-Step Guide Follow the steps to Create a Visualizer. Click Actions and then click Delete from the drop-down list. The Delete

  • Open Visualizer Type/Visualizer on a Specific UI with Configuration Option

    Overview You can use the configuration option to take you to a specific UI. Note: This method is applicable only for those Visualizer Types that are configured with both Value Collaborator and

  • Create a Share Link

    Overview Share links are created to send a copy of the Visualizer to a teammate or prospective customer. You can create a share link in three ways. Step-by-Step Guide Creating Share Link using the

  • STEP 4: Create a Simple Generic Excel

    Previous - Formulas Supported in the Excel Model Overview The ValueCore application helps visualize the ROI and evaluate the efficiency of any investment. For that, a model needs to be created in an

  • Transfer Ownership of a Visualizer using the Sales Dashboard

    Overview Using Sales Dashboard you can easily transfer the ownership of your visualizer to another member of your organization. Step-by-Step Guide Follow the steps to Create a Visualizer. Click

  • Send a Copy of the Visualizer using the Sales Dashboard

    Overview In the Sales Dashboard, you have the option to send a visualizer to a member of your organization. Step-by-Step Guide Follow the steps to Create a Visualizer. Click Actions and then click

  • Export the Visualizer in PPT Format using the Sales Dashboard

    Overview Once a visualizer has been created, you can get a report in PPT format. Step-by-Step Guide Follow the steps to Add Dynamic Variables & Charts for PPT Export. Follow the steps to Create a

  • Export the Visualizer in Word Format using the Sales Dashboard

    Overview Once a visualizer has been created, you can get a report in Word format. Step-by-Step Guide Follow the steps to Add Dynamic Variables for Word Export. Follow the steps to Create a

  • Integrate VC Visualizer with Salesforce

    Overview You can easily integrate ValueCore with Salesforce by simply clicking a button on the Visualizer created. Step-by-Step Guide Follow the steps to Create a Visualizer. Hover the mouse over the

  • Hide a Visualizer Type in the Production Stage

    Overview When you hide a visualizer type in the Production stage then it will not be available for creating and upgrading visualizers. Step-by-Step Guide Follow the steps to Push a Visualizer Type

  • Transfer / Request Ownership of a Visualizer

    Overview Once a visualizer has been created, you have the option to transfer the ownership of your visualizer to another person and even request ownership of visualizers from others. It is possible

  • Export Excel to get Visualizer Type Details in Excel Format in VC

    Overview You can get details of the variables, code references, and extensions added in an Excel format. Step-by-Step Guide Follow the steps to Upload your Model /Create a Visualizer Type. Click

  • Save the Value Collaborator Visualizer as a Template

    Overview The Save as Template option helps you to save your visualizer as a template. However this feature is available in Classic UI at present. Step-by-Step Guide Follow the steps to Add a Simple

  • Change the Name and Description of the Visualizer Type

    Overview Every time you create a Visualizer Type, you are asked to provide a name and description. Though providing a name is mandatory, giving a description is optional. But even after creating a

  • Push a Visualizer Type into Production

    Overview You can push into production only the visualizer type that you own. Only when you push a visualizer type to production, you can create a visualizer. Step-by-Step Guide Select the Visualizer

  • Create Visualizer Quickly with One Click Import

    Previous - Enhance Capabilities with Advanced Settings Overview Use this feature to create/update a Visualizer in no time. Step-by-Step Guide If you are on the Advanced Settings page, click One Click

  • Archive Visualizers using the Sales Dashboard

    Overview On the Sales Dashboard, you can easily archive and restore visualizers. Step-by-Step Guide Follow the steps to Create a Visualizer. Click Actions and then click Archive from the drop-down

  • Role of Separate Panel in Value Collaborator

    Overview Step-by-Step Guide Follow the steps to Upload your Model / Create a Visualizer Type. Click Value Collaborator on the Home page. In tabs, where there is more than one table, you can see a

  • Add Range Input Slider to Variables in Discovery Wizard

    Overview A range input slider helps to have an engaging interaction with websites and applications. Step-by-Step Guide Open your flat file and in the VROI-INPUTS sheet, add range input slider to

  • Edit/Delete a Tab/Section in Value Collaborator

    Overview You can easily edit or delete a tab or a section custom-created via Add Navigation or created automatically by uploading a flattened file. Step-by-Step Guide Follow the steps to to Upload

  • Get to Know the Variable Types Page

    Overview The Variable Types page contains details such as the input and output variables, the tags, etc. Step-by-Step Guide Follow the steps to Upload your Model or Create a Visualizer Type. Follow

  • Export Excel to get Visualizer Type Details in Excel Format in DW

    Overview You can get details of the variables, code references, and extensions added in an excel format. Step-by-Step Guide Follow the steps to Upload your Model or Create a Visualizer Type in case

  • Change the Width of Tables and Extensions in VC using Tags

    Overview You can make the tables and extensions appear full width or half width by default in several ways. One method is through code change and the other method is by using tags. Step-by-Step Guide

  • Translate Tooltips in Value Collaborator

    Overview You can easily translate the tooltips with the following method. Step-by-Step Guide Selecting Languages Follow the steps to Access the Visualizer Types Page. Select a Visualizer Type or

  • Add Sections and Categories in Discovery Wizard

    Overview You can create multiple sections and categories in Discovery Wizard. Step-by-Step Guide Follow the steps to Upload your Model/ Create a Visualizer Type. Click Discovery Wizard. On the

  • STEP 6: Add a Simple Table in Value Collaborator

    Previous - Upload your Model / Create a Visualizer Type Overview The following are the steps to create a table in UI Builder. Step-by-Step Guide Follow the steps to Upload your Model / Create a

  • Functions of the Buttons in the Settings Tab of the Sales Dashboard

    Overview The Sales Dashboard has different buttons which you can decide whether to display or not depending upon your needs. Step-by-Step Guide Click Sales Dashboard. Click your name on the top right

  • STEP 8: Add a Help Text in Value Collaborator

    Previous - Add / Change Colors in Value Collaborator Overview Help texts are a great way to provide information to anyone who views a Prototype. Step-by-Step Guide Follow the steps to Upload Your

  • STEP 13: Add Variables in Discovery Wizard

    Previous - Add a Table in Discovery Wizard Overview If you want to show only the essential facts, you can choose the Add Variable option. Step-by-Step Guide Follow the steps to Upload your Model/

  • Add a YouTube Video in Value Collaborator

    Previous - Add an Image in Value Collaborator Overview You can easily add a YouTube video as an extension in Value Collaborator. Step-by-Step Guide Follow the steps to Create a Visualizer Type. Open

  • Get to Know the Advanced Tab on the Visualizer Type Page

    Overview Once you create a Visualizer Type, you can access a feature-rich Advanced tab. The different menu buttons in the Advanced tab help you do multiple things concerning your Visualizer Type. So

  • Add a YouTube Video in Discovery Wizard

    Overview You can easily add a YouTube video as an extension in Discovery Wizard. Step-by-Step Guide Follow the steps to Upload your Model/ Create a Visualizer Type, if you are using a Model or follow

  • Import Customer/Partner Logo for Visualizers and Exports

    Overview You must be the owner of the Visualizer Type you wish to edit. If you are not, please reach out to your ValueCore specialist or email support@valuecore.ai. Step-by-Step Guide Follow the

  • Download/Export Files in Discovery Wizard

    Overview The Discovery Wizard has a download button that helps you to download Excel sheets, word documents, PPTs, PDFs, etc. Step-by-Step Guide Follow the steps to Upload your Model/ Create a

  • Get to Know the Settings Tab in Value Collaborator

    Overview You can easily customize your prototype and visualizer using the Setting tab. Step-by-Step Guide Click Value Collaborator on the Visualizer Type page. The Setting tab is seen as selected and

  • 28 July 2023 Release

    Enhancements Value Collaborator Visualizer Transfer Ownership Create a Visualizer and then on the Value Collaborator page, click Transfer Ownership from the Tools menu. On the Transfer Ownership

  • Get to Know the Discovery Wizard Page

    Overview Like Value Collaborator, the Discovery Wizard comes with several features that make prototype creation extremely easy. Step-by-Step Guide Follow the steps to Upload your Model/ Create a

  • Add an Image in Discovery Wizard

    Previous - Enable the Hide/Show Feature in Discovery Wizard Overview You can add an image in the Discovery Wizard. Step-by-Step Guide Follow the steps to Upload your Model/ Create a Visualizer Type,

  • Enhance Capabilities with Advanced Settings

    Previous - Create an Outbound Campaign Overview To access all the sections of the Advanced Settings tab, you need to be the owner of the organization. Step-by-Step Guide Follow the steps to Access

  • Add an Image in Value Collaborator

    Previous - Enable the Hide/Show Feature in Value Collaborator Overview You can easily add an image as an extension in Value Collaborator. Step-by-Step Guide Follow the steps to Create a Visualizer

  • Get to Know the Sales Dashboard

    Previous - Create Folders and Sub-Folders for Visualizer Types Overview Get to know the new Sales Dashboard powered with many new capabilities. Step-by-Step Guide Click Sales Dashboard. The Sales

  • STEP 12: Add a Table in Discovery Wizard

    Previous - Add Dynamic Variables & Charts for PPT Export Overview You can provide details in a tabular form easily. Step-by-Step Guide Follow the steps to Upload Your Model/ Create a Visualizer Type.

  • Get to Know the Visualizer Type Page

    Overview The Visualizer Type page may seem daunting at first, but it's quite simple. Step-by-Step Guide Click Help on the top navigation to get support documentation. Click Sales Dashboard on the top

  • Enable Email Notifications in your Visualizer Type

    Overview You can enable email notifications for visualizers created not only by you but also by members of your organization. You have to ensure that the email notifications are enabled in each

  • STEP 15: Add a Chart in Discovery Wizard

    Previous - Add/Change Colors in Discovery Wizard Overview Column Group Chart You can create different types of charts such as Pie charts, Bar charts, Column (Single) charts, Column Grouped charts,