Visualize the model using the tree layout

This article explains how to enable and apply the tree layout to a model.

Note

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Create Tree View

1. To configure the tree view, select Layout > Tree.

1. Select the baseline and comparison series. In this sample scenario, you set Budget as the baseline series and Projection as the comparison series. Select Save.

Note

Baseline series is the primary series on which the simulations are performed.

Comparison series is the series against which the Baseline is compared. It is optional to have a comparison series while creating a tree view model or a scenario.

1. The model is now represented in a tree view layout with the chosen baseline and comparison series.

Note

• Baseline and comparison series can be native measures, user-created data input measures or forecast measures.

• Simulations are done on the baseline series only.

• You can have no comparison series, or you can have any existing series as a comparison series that you can pick from the dropdown.

When you remove the comparison series, only the baseline series is displayed in the tree view, on which you can simulate and visualize outcomes.

Note

To know about tree view, node settings and configuration, see Tree view.

Compare baseline and comparison series

The tree view that includes comparison series displays nodes with variance values obtained by comparing both series.

Nodes in green indicate that the variance is favorable based on the desired trend you set. For example, a positive variance is favorable when the desired trend is increasing, while a negative variance is favorable when the desired trend is decreasing. Unfavorable variances are shown in red. You can also format them to appear in orange or other colors depending on the variance.

Know more about node settings in these sections: Configure row properties and Node settings.

Create Scenario

Within the tree view, use scenarios to test different 'what-if' situations in your model. You can simulate one or more input nodes and save each set of input changes as a separate scenario and compare results.

Note

When you create scenarios and simulate, you are simulating the baseline series.

1. Select Create scenario to create a new scenario.

2. Enter a name for the scenario, and then select the series to include in the simulation. You can choose from the native, data input, and forecast series that are added to the planning sheet.

3. Select Create.

A scenario is created by adding simulation sliders to nodes, which you can use to adjust values and run simulations.

You can simulate the baseline series with or without the comparison series.

Simulate baseline series without comparison series

Simulate values

1. To simulate a node, move the slider left or right. Move the slider to the left to reduce the value and move it to the right to increase it. Alternatively, enter the percentage change in simulation directly into the text box.

1. But reducing COGS represents a positive scenario, while increasing COGS represents a negative scenario. To reflect this, set the desired trend of the COGS node to decrease. To edit a node, select the node's context menu and choose Edit Node.

1. Select the desired trend as Decrease, then select Apply.

Note

To learn more about configuring the node's trend and simulation settings, see configure row properties.

1. Similarly, configure each node in the model.

2. Simulate the other nodes as required.