valQ Power BI Quick Start: 5-Day Implementation

This five-day offering provides hands-on readiness from Visual BI experts who will assist in the modeling and implementation of a valQ for Power BI solution.

Deliverables

Day 1

Visual BI Solutions will deliver training for valQ basics and advanced topics as follows:

• Introduction to valQ
• Walkthrough of use cases for valQ
• Review basic functionality and navigation
• Demonstration of building a simple model from scratch
• Build an advanced model from scratch
• Model sourcing across Dynamics 365, Excel template, and Tree Editor
• Migrate models across Power BI reporting instances
• Demonstrate advanced features (Fiscal year, UX Settings)
• Advanced modeling including ternary function

Day 2

Visual BI Solutions will work closely with the data engineering team to prepare data for valQ. Activities include:

• Define use case for valQ implementation
• Review business requirements and firm up scope for implementing timeboxed valQ value driver tree
• Analyze in-scope source Power BI datasets
• Develop transformation logic to prepare data model underlying valQ visualization

Days 3, 4 and 5

Visual BI Solutions will assist in building the first valQ model with the following activities:

• Define forecast versus budget metrics
• Define key performance indicators (KPIs) and constraints across the model
• Model relationships and dependencies among tree nodes
• Build tree structure to represent model requirements
• Implement custom formulas and required aggregations across
• Define and build sample simulations for validation
• Deploy to Power BI Service tenant for sharing with business analysts
• Operational knowledge transfer for valQ Solutions
• Review and oversee validation of valQ model across KPIs, constraints, and simulations
• Model and build new simulations
• Open Q&A and wrap-up