Search results for create a visualizer

227 articles found

• Find Leads in ValueCore

  Overview The Lead Report is an essential feature within our tool that allows users to generate comprehensive summaries of potential leads. This report consolidates valuable information, enabling

• Delete Extensions in the Value Collaborator

  Overview Once an extension is created whether it is an image, video, or chart it can be easily deleted. Step-by-Step Guide Click Value Collaborator on the Visualizer Type page. Click the tab from

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

  Overview It is easy to add charts in DW enabled with Google Sheets. Step-by-Step Guide Follow the steps to Integrate with Google Sheets. Click Discovery Wizard on the Visualizer Type page. Follow the

• Access your Profile Page

  Overview There are three ways to access your profile page. Step-by-Step Guide First Method Click the drop-down arrow next to your name and then select Edit Profile. Your Profile page appears. Second

• How do I change the color of my labels globally?

  To change to black "global_label_color": "#000000", under main "style" First, in your Visualizer, you will want to go to "Group Variable" Click "Advanced" in the dropdown Click inside the window so

• Insert a Line Break in a Tooltip via Value Collaborator

  Overview It is the easiest method for inserting one or more line breaks in a tooltip. Step-by-Step Guide Follow the steps to Add a Tooltip in Value Collaborator. Copy the code given below and place

• Insert a Line Break in a Tooltip via Group Variable

  Overview It is the advanced way to insert one or more line breaks in a tooltip. Step-by-Step Guide Follow the steps to Edit Group Variable. Enter the tag <br> or the code (given below) at the exact

• How to add multiple text strings and variables to a Chart title?

  Click Extensions on the Visualizer Type page. Find the chart you want to add a title to. Scroll down until you see the following: title: { useHTML: true, text: "", style: { fontWeight: "bold", color:

• Keep Extensions in the Value Collaborator Collapsed by Default

  Overview Sometimes you need to add many extensions with lots of data. So when you open the visualizer, it may look cluttered and divert your attention from focusing on the main aspect. There is an

• Add a Hide Variable/Code Reference in the Model

  Overview You can easily add a hide code reference in the model. However, this hide code reference works only when certain conditions are met. There are different ways to set a condition for the hide

• Override Values in Discovery Wizard (Google Sheets Version)

  Overview You can override values in Sheets-enabled Discovery Wizard. For that, you need to have three values -Calculated Value, Input Value, and Resolved Value. The Calculated Value is the default

• Suspend Membership of a User

  Overview Once you register and verify a member, you can easily suspend the membership of the user. Step-by-Step Guide Follow the steps to Add a New User/ Multiple Users to an Organization. On the

• Translation Feature in Discovery Wizard (Google Sheets Version)

  Overview The translation feature is designed to enhance the accessibility of the platform for users who speak different languages, ensuring that all users can navigate and utilize its features

• Can I use a hide variable to hide a graph/chart unless specific conditions are met?

  To hide a graph/chart in ValueCore, the best practice is to create a duplicate tab without the graph/chart and use the hide tab function to show or hide the tab based on the conditions set.

• Promote a User to an Admin

  Overview You must have admin access to promote another user to admin. If you do not see the described options please reach out to your customer service specialist or email us at help@valuecore.ai.

• Add a Tooltip in Discovery Wizard

  Overview A tooltip is a short description that appears when the user holds the mouse pointer over a screen element. Tooltips offer a great way to clarify an element or component that might seem

• 14 January 2023 Release

  Discovery Wizard Enhancement Design of the top menu buttons You can select any color of your choice as the Primary Color for all the tabs. Click Settings on the Discovery Wizard page. On the Style

• Add a Logo and Images for Word Export

  Previous - Enable the Hide/Show Feature on Word Export Overview Logos and images could be added to the Word document. Step-by-Step Guide Logo Open the Word document, click Insert, and then click

• Move a Table to Another Tab/Section in Value Collaborator

  Overview You can move the table to another tab or section within the Value Collaborator very easily. Step-by-Step Guide Follow the steps to Add a Simple Table in Value Collaborator. Click Copy on the

• Change the Default Input Values of a VC Prototype

  Overview Once a prototype is created using Value Collaborator, you can easily change the default input values without uploading a new Excel model. Step-by-Step Guide Follow the steps to Add a Simple

• Add a New User/ Multiple Users to an Organization

  Overview There are times when you need to add a new user or many users to an organization. Step-by-Step Guide Adding a New User Follow the steps to Access the Manage Organization Page. Click Register

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

  Overview A tooltip is a short description that appears when the user holds the mouse pointer over a screen element. Tooltips offer a great way to clarify an element or component that might seem

• How to move a chart to another tab/section in Value Collaborator?

  Follow the steps to Add a Chart in Value Collaborator. Click the Edit button. Click inside the Tag textbox and then select the tab/section from the drop-down list you want the chart to be moved to.

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

  Overview You can use the Notes feature to include comments or explanations. Step-by-Step Guide Follow the steps to Add a Table in Discovery Wizard (Google Sheets Version). You can see the Notes

• What is the tag format to be used when developing an Email Template?

  Tag Format for Extensions Use the number from inside the Extension Tag. For instance, For instance, {ext_index_height_width} {ext_0} or {ext_0_100,100} Tag Format for Variable Name and Value Replace

• How do I choose the best complementary colors when creating charts?

  The “Data Color Picker” https://learnui.design/tools/data-color-picker.html site provides up to 8 complementary colors for a single color entry. It provides different palettes depending upon whether

• Enable the Hide/Show Feature in Value Collaborator

  Previous - Role of VLOOKUP Overview The hide/show feature in Value Collaborator can be enabled in tabs, sections, tables, rows, columns, and extensions. You can also hide PowerPoint, Excel, Word,

• Add Checkbox in Discovery Wizard

  Overview You can easily create a checkbox in Discovery Wizard by making appropriate changes in the Excel model. Step-by-Step Guide Enter the Enum code in the VROI_ENUMS sheet of the Excel file. Call

• Why do I have duplicate values in my model?

  This generally means that a model was uploaded multiple times. The Code Reference values are created each time the model is uploaded, leading to multiple copies of the same variables and equations.

• 25 March 2023 Release

  Discovery Wizard Enhancement Create Tables You can create tables by clicking Add Table. Export as Google Slides Click Download. Click the highlighted button to export the file as Google Slides. Merge

• How to use override values?

  The best way to do this is to create two input variables. One will be an estimated value (and will be hidden from the user) and one will be the override (set to 0 by default but will allow the user

• Lead Harvester

  Overview A Lead Harvester provides you with real-time ROI calculations. With Lead Harvester you can offer a simple and interactive ROI calculator to engage and educate buyers. You can also use Lead

• STEP 3: Formulas Supported in the Excel Model

  Previous - Introduction to Building Your Model Overview Here is a list of the Excel formulas that are accepted within ValueCore. Arithmetic Operations Supports +,-,*,/,^ in any combination or order

• STEP 14: Add/Change Colors in Discovery Wizard

  Previous - Add Variables in Discovery Wizard Overview You can select the color of your choice for styling the prototype pages, tables, and charts. Step-by-Step Guide Variables Follow the steps to Add

• Why do recreated uploads cause errors?

  Problem: When creating an upload file that starts based on an existing Blockly model (Such as a model that does not have an existing upload file), some formulas do no work on a new upload such as the

• Integrate with OKTA

  Overview Only organization owners can integrate ValueCore with OKTA. Step-by-Step Guide Follow the steps to Access the Manage Organization Page. Click Advanced Settings. Click the SSO Settings tab.

• Convert the Excel Model into Google Sheets

  Overview When converted to Google Spreadsheets, Excel models offer a faster means to create a value model. Step-by-Step Guide First Method Click open the Excel sheet. Click Open with and then select

• Lead Harvester Integration

  Overview ValueCore integrates with any marketing automation system that can create a web form or embed code in a web form. As part of the integration, you just require a standard form from your CRM

• Interchange Labels and Inputs in Discovery Wizard (Google Sheets Version)

  Overview In Sheets enabled Discovery Wizard, you have the option to convert labels to inputs and vice versa. Besides, in the same section but in two different tables, you can have the same data

• Lead Harvester Best Practices

  Overview Here are the best practices that must be followed to get great results. Creating Landing Pages Reference industry research on the landing page. Describe customer challenges thoughtfully.

• Enable the Hide/Show Feature on Word Export

  Previous - Add a Logo and Extensions for PPT Export Overview To enable the Hide/Show feature, you need to add code references to the flattened file. Step-by-Step Guide Follow the steps to Add Dynamic

• Role of Enums

  Overview An Enum or enumeration is a complete list of all the items in a collection. It is used to list options in the form of checkboxes, drop-downs, or radio buttons. So if a given value has a set

• Change Order of Sections in Discovery Wizard

  Overview You can easily change the order of the sections that you create in Discovery Wizard. Step-by-Step Guide Follow the steps to Add Sections and Categories in Discovery Wizard. Click Change

• Enable the Hide/Show Feature on PPT Export

  Previous - Add an Image or a Video in Discovery Wizard Overview To enable the Hide/Show feature, you need to add code references to the flattened file. Step-by-Step Guide Follow the steps to Add

• Enable the Hide/Show Feature in Discovery Wizard

  Previous - Add a YouTube Video in Value Collaborator Overview The hide/show feature in Discovery Wizard can be enabled in sections, variables, tables, rows, columns, and extensions. However, please

• Use the Help Button to Access the ValueCore Documentation

  Overview ValueCore is a platform with innumerable features that help ease the burden of the marketing and sales teams. Step-by-Step Guide Click Help on the Home page. Search for your query or click

• Role of VLOOKUP

  Previous - Role of Enums Overview VLOOKUP or Value Lookup is a built-in Excel function that helps to find the required value from a range of cells. It helps to quickly return the value from a table

• How should I organize my model for sales adoption?

  First, we typically suggest some kind of introduction; a context for what is about to be presented. Second, would be a Discovery section where the sales rep can collect information from the customer

• 17 March 2023 Release

  Model via Excel Enhancement String Output Variable You can now include a string as an output variable in Excel. String Input Variable for Multiple Languages Instead of a single language, you can now

• Enable Scroller to view Entire Data in Discovery Wizard (Google Sheets Version)

  Overview If there is a great amount of data in Google Sheets, you can easily enable scroller to move the table to left and right to view the entire data. Step-by-Step Guide Follow the steps to Add a