Search results for create a visualizer

227 articles found

  • Create an Outbound Campaign

    Previous - Create an Email Template Overview Outbound Campaign refers to the process of making Visualizers en masse. Step-by-Step Guide Follow the steps to Access the Visualizer Types Page. Select

  • Create an Email Template

    Previous - Edit Group Variable Overview Instead of sending the Share Link via mail, you can send the details through the Email Template. Step-by-Step Guide Follow the steps to Create a Share Link.

  • Create Help Panels using Tags

    Overview Help Panels could be easily created in Value Collaborator. However, you can also create help panels using tags. Step-by-Step Guide Follow the steps to Edit your Visualizer Type. On the

  • 30 June 2023 Release

    Enhancements Sales Dashboard NEW Sales Dashboard design New End User Capabilities Close Visualizer - the user can close Visualizers as "Won" or "Lost" (Hover on the "Actions" menu > click "Close" >

  • STEP 10: Add Dynamic Variables for Word Export in VC and DW

    Previous - Add Charts in Value Collaborator Overview When you create a Prototype, you have the option to export the values to a Microsoft Word document. As part of business, your client might need to

  • STEP 11: Add Dynamic Variables for PPT Export in VC and DW

    Previous - Add Dynamic Variables for Word Export Overview When you create a Prototype, you can export the values to a Microsoft PowerPoint presentation. As part of business, your client might need to

  • Edit Group Variable

    Previous - Add a Logo and Images for Word Export Overview We can make changes to the Visualizer Type using the Value Collaborator. But for certain changes, hard coding needs to be done. Such changes

  • Enable/Disable Notification Preferences for your Profile

    Overview You can enable/disable notification preferences for your profile. Step-by-Step Guide Follow the steps to Access your Profile Page. On the Edit Profile page, click Notification Preferences.

  • Enable the Template Option for Visualizers

    Overview By activating the template option in the Settings, you can enable the template option when creating visualizers. Step-by-Step Guide Follow the steps to Add a Simple Table in Value

  • How to create native charts for Google Slides?

    Overview All Google Slides presentations need to be uploaded into ValueCore as PowerPoint or .pptx files. However, you need to be careful when formatting native PowerPoint charts when using Google

  • Activate Extension Buttons for Custom Created Tabs/Sections

    Overview The extension buttons that are not activated in custom created tabs or sections can easily be activated using the Tag feature in Variable Types.. Step-by-Step Guide Follow the steps to

  • Why can't I upload a new Excel spreadsheet to the model?

    First, you will want to check that you are the owner of the model. The owner will be displayed in the upper righthand corner of the Visualizer under "Copy" and "Delete". Contact the owner or a

  • Flag Admin True/False to Hide/Unhide from the Sales Team/Users

    Overview There are times when you want the changes made in the Visualizer Type to be hidden from the Sales team or the users. By flagging the admin as true or false, you can hide or unhide the

  • Add Single Variables in Discovery Wizard (Google Sheets Version)

    Overview You can easily add variables in Discovery Wizard. Step-by-Step Guide Follow the steps to Integrate with Google Sheets. Click Discovery Wizard on the Visualizer Type page. Follow the steps to

  • Add Tags to Admins/Users in the Manage Organization Page

    Overview You can add tags to users and admins based on geographical regions, locations, designations, or roles within a company. Step-by-Step Guide Click Manage Tags on the Manage Organization page.

  • Get to Know the Close Visualizers Tab on the Sales Dashboard

    Overview This page provides details about visualizers that have been closed. Step-by-Step Guide Click Sales Dashboard. Click Close Visualizers on the top navigation. The Close Visualizers page

  • Restore Archived Visualizers using the Sales Dashboard

    Overview Once you have archived visualizers, you can easily restore them. Step-by-step Guide Follow the steps to Archive Visualizers using the Sales Dashboard. Click the Archived Visualizers tab on

  • Dynamic Variables for Word and PPT Export

    Overview While exporting visualizers to Word and Export, you need to use dynamic variables. The format of dynamic variables differs for each purpose. System Variables Visualizer Date <VRDateVR>

  • Change the Panel Name of the Extensions using the Extensions Tab

    Overview While adding extensions primarily images, videos, and charts to the prototype you are required to add a Panel Name. But it can be changed easily using the Extensions tab on the Visualizer

  • 1 September 2023 Release

    Enhancements Import Model via Excel Support operations with percentages (X*2%) Supports '=+' from Excel Blockly supports X*-1 formula type Add VROI_STRING_TRANSLATION tab to automatically generate an

  • Move an Extension to Another Tab/Section using the Extensions Tab in Advanced

    Overview You can move an extension added to a tab or section to another tab or section. Step-by-Step Guide Follow the steps to Edit your Visualizer Type. Click Advanced and then click Extensions on

  • How to generate an API key?

    Overview With ValueCore you can easily generate API keys to facilitate authentication and authorization. Note: You can generate API keys only for those Visualizer Types that have been pushed into

  • STEP 17: View/Download Activity Report

    Previous - View the Visualizer Type Data Overview The user activities in ValueCore are tracked every moment. The Activity Report shows these activities of the Users. You can also download this

  • STEP 2: Introduction to Building Your Model

    Previous - Log in to your Account 1. Value Drivers Before you construct a model to quantify your solution or product’s ROI, you must determine the key drivers that propel the supposed returns. That

  • Switch Between Multiple Images

    Overview Create a Graphic Chooser that enables switching the video display extension between multiple pictures. The example below supports 5 different graphics. Step-by-Step Guide Create a variable

  • Switch Between Multiple Videos

    Overview Create a Video Chooser that enables switching the video display extension between multiple videos. The example below supports 4 different videos. Step-by-Step Guide Create a variable to

  • 19 May 2023 Release

    Enhancements Import Model via Excel Generic File The Excel sheet named "VC_Notes" will be ignored during the import process. Table rows and columns starting with "VC_Notes" will be ignored during the

  • Get to Know the Settings Tab in Discovery Wizard

    Overview You can easily customize your prototype using the Settings tab. Step-by-Step Guide Click Discovery Wizard on the Visualizer Type page. Click Settings. Style Click to select from the Font

  • STEP 7: Add/Change Colors in Value Collaborator

    Previous - Add a Simple Table in Value Collaborator Overview Panel Background Color You can select the color of your choice for styling the Prototype page, tables, and charts. Step-by-Step Guide

  • Get to Know the Settings Tab on the Sales Dashboard

    Overview The Settings tab allows you to make different changes to the Sales Dashboard page. Step-by-Step Guide Click Sales Dashboard. Click your name on the top right corner of the page. Click to

  • Change the Order of Tabs in Value Collaborator

    Overview The tabs appear in the same order as given in the generic file or the flat file. But on the UI Builder page, you have the option to change the order of the tabs. Step-by-Step Guide Open your

  • Display the Same Charts, Images, or Videos on Multiple Tabs & Sections of a Prototype

    Overview There are times you want the same Charts, Images, and Videos, collectively known as Extensions, to appear on multiple tabs and sections of a prototype. Step-by-Step Guide Open your

  • Get to Know the Flat File: Variables, Initial Testing, and Advanced Layout

    1. Template Once you have built your model in Excel/sheets (if any of these terms seem unfamiliar, read the introduction guide for a better understanding), you must configure it to upload into our

  • Add Dynamic Charts for PPT Export

    Overview In PPTs, you can also add dynamic charts. Step-by-Step Guide Insert the chart in the PowerPoint presentation and provide the correct values. Follow the steps to Export Excel to get

  • Setting the Save-to-Finish Redirect in Discovery Wizard

    Overview When you save the prototype created, You can decide which page to be redirected to. Step-by-Step Guide Click Discovery Wizard on the Visualizer Type page. Follow the steps to Add Variables

  • Make the Tables and Extensions Appear Full Width using Group Variable

    Overview Through a code change, the different segments in Value Collaborator such as tables and extensions can be made to appear full-width. Step-by-Step Guide Open your Visualizer Type by following

  • How to use commas in Enumerated Values?

    To put a comma in Enum listings, (the part that displays IN the visualizer) - you can’t use a real comma: ‚ It’s a German character that looks like a comma, Unicode character Name Oct Dec Hex HTML ‚

  • How do I upload PowerPoint presentations for download?

    On the Visualizer Type page, click Upload a Custom PowerPoint 1 for Download. The PowerPoint upload panel will then prompt you to upload the presentation. You can upload up to 5 separate

  • Add a Note or a Caption to a Chart

    Overview Highcharts allow for an array of customization to any charts. Hence, you can easily add a caption or a note below a chart. Step-by-Step Guide Follow the steps to Add Charts in Value

  • Add a Table in Discovery Wizard (Google Sheets Version)

    Overview You can easily add a table in Discovery Wizard by importing Google Sheets. Step-by-Step Guide Follow the steps to Integrate with Google Sheets. Click Discovery Wizard on the Visualizer Type

  • Can I upload a PDF for a PDF export?

    No, you cannot directly upload a PDF for a PDF export. To be able to export PDF, click Upload a Custom PowerPoint for Export on the Visualizer Type page to upload a PowerPoint presentation in your

  • Enable Google Sheets Mapping

    Overview You can easily know the cell reference by enabling Google Sheets mapping. Step-by-Step Guide Click Discovery Wizard on the Visualizer Type page. Click the Settings tab on the top navigation.

  • Get to Know the Settings Tab in Discovery Wizard (Google Sheets Version)

    Overview The Settings tab in Discovery Wizard offers you more control such as font color, font type, table settings and much much more. Step-by-Step Guide Click Discovery Wizard on the Visualizer

  • Transfer Ownership of an Organization to Another Member

    Overview It may be necessary to transfer ownership of an organization or Visualizer Type to someone else such as a Salesforce administrator or single sign-on specialist so that they can integrate

  • 31 May 2024 Release

    Enhancements Discovery Wizard (User Interface) Currency button (with currency conversion) Admin users (model owners) can turn the currency button on/off in the Discovery Wizard UI. Discovery Wizard

  • Choose a Different Persona for a Member

    Overview There are times we need to change the role of a member or user. You must have admin access to change the persona of a member or user. If you do not see the described options please reach out

  • How to troubleshoot if a video or an image newly added doesn't appear?

    Go to the Visualizer Type page. Click Advanced and then select Extensions. Click the name of the extension created. The Extension page appears. Click to select Default from the Tag drop-down list.

  • Reorder Tables, Help Panel, and Extensions in VC using Group Variable

    Overview Normally the tables, help panel, and extensions appear in default order i.e., at first tables followed by the help panel and then extensions. As an admin, you can easily rearrange each tab

  • Enable the AutoSave Feature in Value Collaborator

    Overview You need to click the Save button often on the top navigation to avoid rework. But by enabling the AutoSave feature you can save time and avoid rework. Step-by-Step Guide Click Value

  • How do I enable the PowerPoint download?

    Click Value Collaborator on the Visualizer Type page. Click Export Settings. The Export Settings section expands to show the different file formats you can export the values to. Slide the toggle