Search results for create a visualizer

235 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 This article provides a detailed guide on how to upload a model or create a Visualizer Type in ValueCore. It outlines the step-by-step process,

• 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

• 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

• 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

• 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 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

• 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

• Integrate ValueCore 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

• 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

• Export Excel to get Visualizer Type Details in Excel Format in Value Collaborator

  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

• 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

• 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

• Create Visualizer Quickly with One Click Import

  Previous - Enhance Capabilities with Advanced Settings Overview This article explains how to quickly create or update a visualizer in ValueCore using the one-click import feature. This powerful tool

• 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 Discovery Wizard

  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 To add a simple table in Value Collaborator, log in and navigate to your workspace. Select the option to insert a table, define the

• 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

• 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

• STEP 8: Add a Help Text in Value Collaborator

  Previous - Add / Change Colors in Value Collaborator Overview This article explains how to create help texts and outlines their benefits. It guides you through the process of adding helpful

• STEP 13: Add Variables in Discovery Wizard

  Previous - Add a Table in Discovery Wizard Overview This article explains that by using the Add Variable option, you can streamline the information displayed, focusing only on the essential facts.

• 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

• Add a YouTube Video in Value Collaborator

  Previous - Add an Image in Value Collaborator Overview This article explains how to add a YouTube video as an extension in Value Collaborator, giving users an easy way to integrate multimedia content

• 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

• Add a YouTube Video in Discovery Wizard

  Overview This article explains how to add a YouTube video in the Discovery Wizard, allowing users to easily embed video content within the interface. Adding a YouTube video enhances the user

• 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

• Enhance Capabilities with Advanced Settings

  Previous - Create an Outbound Campaign Overview This article explains how to enhance ValueCore’s capabilities using the Advanced Settings feature. The Advanced Settings provide users with powerful

• Add an Image in Value Collaborator

  Previous - Enable the Hide/Show Feature in Value Collaborator Overview This article explains how to add an image as an extension in Value Collaborator, allowing users to enhance their presentations

• Add an Image in Discovery Wizard

  Previous - Enable the Hide/Show Feature in Discovery Wizard Overview This article explains how to add an image in Discovery Wizard, allowing users to enhance their reports, presentations, or

• Get to Know the Sales Dashboard

  Previous - Create Folders and Sub-Folders for Visualizer Types Overview This article provides an in-depth look at the sales dashboard in ValueCore, a powerful tool designed to help users track and

• 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

• STEP 12: Add a Table in Discovery Wizard

  Previous - Add Dynamic Variables & Charts for PPT Export Overview This article explains how to create a table in Discovery Wizard. First, navigate to the appropriate section and select the table

• 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

• 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