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I am new to Visyond: product tour

I am new to Visyond: product tour

Welcome to Visyond.

We have designed Visyond to take the hassle out of most spreadsheet modeling tasks, save you time, and reduce the probability to introduce accidental errors.

What used to take days, takes now only hours or minutes

With Visyond you will build models and carry out, in seconds, analyses that only consultants and skilled modelers could do with traditional spreadsheets and expensive tools in hours or days. You will do this in a fraction of the time and without worrying about deleting or changing your collaborators’ input.

Be always in control with full changes tracking

You can slice and dice data and track who added assumptions or attached supporting document inside the cell, when and why.

You will collaborate with your colleagues and consolidate data without the madness of going through email threads and attachments.

collaborators
Collaborators create scenarios

 

You can create gorgeous printable charts at the click of a button. All this can be done in a browser, on on any device.

What if I am used to other tools? How fast will I learn to use Visyond?

Even if you had extensive training on other spreadsheet platforms (e.g., Excel), we use a spreadsheet-like interface you are familiar with and it will take you a short time to get acquainted with the new functionalities. The payoff of this small initial time investment will be huge: for example, look at any youtube tutorial on sensitivity analysis in Excel and then try autoanalysissensitivity analysis and the way charts, reports and even slides are autogenerated.

You can import most of Excel files and also export to Excel.

You can start from scratch in Visyond or import from Excel
You can start from scratch in Visyond or import from Excel

Is Visyond secure?

We store all your data in encrypted form and can also install Visyond on premise.

Tips for better performance

Visyond runs in the browser: install the latest version of your browser for the best user experience.

Also, close unneeded applications, tabs and browser windows to free up memory.

Creating an account

Sign up is free and you can either use LinkedIn and other social networks, or fill up a form.

The Project Dashboard

Once you have signed in, you will land on your project dashboard, which has been preloaded with a Sample Project.

As you can see, you can either create a new project or import an Excel file.

Visyond dashboard
Your first Visyond dashboard view

Clicking on the dropdown menu of each project you can:

  • Share it with your colleagues
  • Rename it or Update its description
  • Duplicate it
  • Delete it

 

Sharing your project and changing permissions

You can share your projects so you do not have to manually consolidate or switch assumptions.

Unlike other solutions, Visyond stores ALL your collaborators input over time and allows you to select any of them with a click.

To invite your collaborators, click on Share Project in the project dropdown menu and type their name or email.

Collaborators
Collaborators

 

If you invite a collaborator as Coworker, she can edit cases and scenarios but cannot modify model structure.

If you invite a collaborator as Reader, she can view the entire project but can’t edit or save.

If you invite a collaborator as Contributor, she can only view the worksheet you want her to see and can only edit the cells you select as editable on this worksheet. See Structured Data Input article for a useful application of this permission setting.

Please note that nobody, including the owner, can modify data inserted by others: Visyond protects data integrity and accountability.

From the Share Project panel, you can change the permissions of each collaborator or transfer your ownership to someone else.

Duplicating the project

When you duplicate a project, all the input from your collaborators will be kept, but they will not be collaborators in the duplicated project. You will have to share the project with them if you want them as collaborators also in the duplicated one.

Let’s look at the project environment. Click on the preloaded Sample Project.

BUILD TAB

The Model tab is where you start building your model or interacting with an imported one.

The Help Menu

When you are on the project page (looks like a normal spreadsheet with some new features you will like), at the top, you will find a comprehensive Help menu that will take care of any need:

  • Do you need to explore the main page elements on any tab? Click on HINTS
  • Do you need to see a step by step intro to the page? Click on INTRO
  • Do you need to watch video tutorials? Click on TUTORIALS
  • Do you need further help or leave feedback and ideas to improve the product? Click on HELPDESK
Help Menu
Help Menu

Use the Intro at the top to get a interactive demo of what you can do in each Visyond’s page.

For example if you are on the Build tab this is what you will see when you click on the Intro.

Intro
Intro

 

However if you are on the Dependencies tab this is what you will see if you click on Intro

 

Intro tab dependencies

 

In addition to the interactive Intro you can also activate the “hints” from the help menu and then hover on the relevant elements.

Hints
Hints

 

Collaborators

On the top right of your screen, you can see and manage collaborators and permissions.

 

project status

 

Natural names

Unlike other spreadsheet software which use only cell references like C21, in Visyond you can use natural names like Revenue_growth[2016] as you create a formula. This makes the model extremely easy to understand and audit.

Trendlines

Trendlines are extremely valuable for catching errors when your spreadsheet has hundreds of rows and columns. For instance if the trendline for salaries in 2016 show a dip compared to 2015 while you know for a fact that salaries have increased you have a problem.

Trendlines
Trendlines
Charts

Visyond has extensive data visualization capabilities. With Visyond you can create charts and tables, and present them to your colleagues or clients from inside the software instead of using a separate presentation tool.

Note how charts display the active scenario: no confusion on which assumptions were selected when the chart was printed.

You can easily group bars or create waterfall charts in a few clicks. All settings are at your fingertips: no need to guess where to right-click or which submenu to open.

 

 

Here’s how you view and use Charts .

 

10. Charts

 

Settings

Here you can control default global settings for your spreadsheet, like increasing font size and changing the date format. These settings are overwritten by direct formatting of cells via the Format Panel (see next clause).

 

Cell contextual menu

You can right-click on every Visyond cell and access the contextual menu.

Through the contextual menu (or using the shortcut described in it), it is possible to perform fundamental operations on the cell:

Auto Analysis  (or Ctrl / Command + A) on any formula cell will create a summary that would take you days to achieve with other tools and allow you to create html or Power Point slides.

Format (or Ctrl / Command + f) opens the formatting dialog.

Cases (or Ctrl / Command + k) brings up the Cases panel which contains your and/or your collaborators’ assumptions for that particular cell. As you work on your model you can switch between cases, and you can use the Report tab to visualize all cases.

Cases Panel
Cases Panel

 

Cell Info (or Ctrl / Command + i) brings up the information (comments/attachments) associated with the cell. You can add comments or upload files to each cell from this pane.

Goal Seek (or Ctrl / Command + g) will take you to the Goal Seek panel where you can reverse engineer the value an input should have in order to generate a specific output value.

Scenarios

The Scenario Panel helps you manage different scenarios to run your model. Any collaborator can add scenarios to the model, and you can easily switch from one scenario to the next as you work on your model.

You can also change the cases making up a scenario and compare them all in the Overview and Scenario TAB.

 

6. Scenario Panel

Audit and custom formatting

Visyond offers the possibility to auto format cells when you activate the Audit mode. Cells will have a different format based on the type of data they contain and may display colored dots to indicate the presence of metadata.

If you toggle off the Audit mode you can format the cells in any way you wish.

Audit Mode: Precedents and Dependents

When in audit mode, you can quickly find out which cells will be affected (its dependents) when you change the value of the selected cell or which cells determine the value (its precedents) of the selected cell.

 

Precedents and dependents
Precedents and dependents

ANALYSE TAB

The other tabs provide you with analytics and reporting solutions. Explore them to get a sense of what Visyond allows you to do with a few clicks.

2. Overview of the top tab bar

Explore them in the dedicated articles by clicking on the links below:

Tornado Analysis

This modules shows you how an output cell is sensitive to all its drivers; it answers the question: ‘By what percentage the Output changes when the drivers, one by one, change by x% ?

Tornado
Tornado

 

Sensitivity Analysis

Once you know what are the important inputs, you can dig deeper on them by running a sensitivity analysis that shows you how an output varies when input(s) take certain values, either assigned manually, or over a defined range.

Sensitivity
Sensitivity

 

Scenario Analysis

This module shows you how an output varies when inputs are driven by scenarios created.

Scenarios
Scenarios

 

Monte Carlo Simulation

Monte Carlo Simulation replaces the input(s) with random variables with a specified distribution; it shows the output cell (and its descriptive statistics) when the input(s) have the selected probability distributions.

Monte Carlo
Monte Carlo

 

Dependencies Analysis

This module shows you how cells are connected and how variances on drivers propagate to their dependent cells.

Dependencies
Dependencies

 

 

Financial Statements

This module builds financial statements and ratios. Simply select the options and drivers.

Statements
Statements

 

REPORT TAB

Once you have built your model, gathered data from collaborators, run your what-if analyses, you want to be able to present easily and share reports with the insights of your work.

With Visyond this is done automatically behind the scene: a summary of the input (values, attachments, comments), scenarios, and analyses can be visualised as HTML or Powerpoint slides and printed.

Visyond Slides allow you to build interactive dashboards where, during your presentation, you can test different assumptions without ever touching the spreadsheet.

 

You can share slides with people who do not need to see the spreadsheet but are only interested in testing a few input and output cells or looking at a sensitivity analysis.

 

how to
October 4, 2017

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