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On this page
  • Create Node
  • General Tab
  • Method
  • Input Tab
  • Relation
  • Parameters
  1. Process Definition
  2. Calculations
  3. Value Driver Tree

Navigate

In the previous map of value driver tree, each box which forms part of the value driver is called Node

Relationship between nodes with athematic operands forms Value driver

Different types of node can be created in value driver by their purpose, by selecting the method.

Create Node

Click on + Add Rule on the level 2 header to open the node creation pane

Value Driver Details pane -

General Tab

  • Name - Node name to Identify, recommended to be without spaces & no special chars

  • Description - detailed description of the node for user

  • Method - select what type of method this node will be (Details on types of methods below)

  • Module - select the module which will be Identified with the node, meaning the module fields will be used for filtering on the node Information for reading /posting the data

  • Formula - Enter the exact formula with athematic operands & combination of nodes

    • Note - specify the driver/other nodes within single quotes

    • system autogenerates the Input nodes, when used as part of the formula in formula node.

    • enabled only for Formula & Calculation Group type nodes

    example = "Unitssold" * 'AveragePrice' > In this example - Unitssold, AveragePrice are Input nodes.

  • Dimensions - Based on the module selected above, the default fields from the module definition are displayed. Only row, column & filter fields are displayed.

    • Select the filter to choose the specific field members to post the data

Method

Four types of Nodes can be created by selecting the Method -

  • Input: Used for Input/driver nodes which form the base for any calculation, the system reads the model data from these Input nodes Identified & refers them to calculation. Input method allows the user to update the dependency of the calculation.

  • Formula: Used for formula /output metric nodes, which are calculated based on other drivers/Input nodes. hence, this node is a combination of other nodes with arithmetic operations. the formula for the metric, to be Input in the formula Input text field below.

  • Calculation Group: Method selected when the node value is derived by a summation of other nodes' values. Calculation group is like grouping the calculation for aggregation & and similar to formula method, the user should be able to put the formula on the formula Input text field.

  • Advanced: Calculated from other metrics with a special function. Option for the user to have an advanced formula.

Input Tab

  • This tab is enabled only for Formula & Calculation Group type nodes

  • Displays the list of Input nodes defined in the formula Input field

  • Each input node will have grouped details as

    • Name - Input node name (auto-populated from formula field)

    • Module/Metric - select the module this Input node value is captured in

    • Relation - select from dropdown (Details of types of relation below)

    • Lookup Metric - enabled for relation is Lookup to Identify the source node to match

    • Field - Fields defined in the Module definition selected above

      • Filter - each field will have a filter to select the field value to read the value from

      • Hide - while using for Lookup/Union - hide ignores the field & aggregates the value

Relation

  • When using Formula / Calculation Group node - the relation between Input nodes is defined using this relation dropdown.

  • based on the relation between Input nodes, calculation is derived accordingly.

Value driver tree provides Three types of relation

  • Merge - similar to select from, meaning for the Input nodes of formula node, the first node will have relation as Merge, so it can taken as base & then subsequent Input nodes will be Lookup.

  • Lookup - similar to Vlookup(excel) or Lookup refers to looking up the current Input node values matching the on the source node selected in "Lookup Metric" field as base

  • Union -similar to join, this relation is used to join all Input nodes when selected.

Parameters

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Last updated 1 year ago