In This Article
How does a Variable VDT Node work?
- VDT Views
- Variable Node vs KPI node
- KPI Value Calculation Method on Variable Node
- Importing a Variable Node
Tracking Non-Financial Benefits
Referencing Non-Financial Benefits
Overview
VDTs are used to calculate the benefit contribution of an idea/initiative at the end of the implementation.
VDT Tab
How does a Variable VDT Node work?
A variable VDT node sources Baseline, Actual and Target values directly from the KPI based on the configured KPI's calculation method.
VDT Views
In the three VDT Views, a variable node is displayed as follows:
- In the Baseline view, the node will only display the Target and baseline fields
- these values are sourced from the KPI when the KPI is selected the first time
- these values are editable in the node configuration when in the baseline view but not in other views
- In the Variance view, the node will display the Target and MTD Actual values
- these values have the KPI calculation method applied
- these values are read-only in the node configuration
- In the Benefit view, the node will display the Baseline and MTD Actual values
- these values have the KPI calculation method applied
- these values are read-only in the node configuration
Note: if there are no monthly calculated method KPI values to source, the values in the Variable and Benefit views of the VDT will be shown as blank
Variable Node vs KPI node
The difference between a normal KPI node and a Variable node is:
- a variable node does not calculate or display the improvement, variance or benefit value. Whereas a KPI node would calculate the improvement, variance and benefit value.
- variable node does not allow the user to edit Baseline and Target values when in the Benefit or Variance view. These values are only sourced from the KPI itself. A KPI node provides that flexibility to enter default values or source from the KPI.
- a variable node does not display a KPI chart or trend icon. Whereas a KPI node displays icons to view the KPI chart and trend icon
KPI Value Calculation Method on Variable Node
The values displayed on the variable node applies the calculation method configured on the KPI. For example, this KPI has Average per Period set as its Value Calculation Method
The KPI values for the month of May are as follows:
The Baseline and Target values displayed on the VDT apply the Average Calculation Method (Baseline = 150 + 50 + 200 + 250 = 650 / 4 = 162,50; Target = 200 + 100 + 300 + 400 = 1000 / 4 = 250
Importing a Variable Node
When a VDT with a Variable node is imported into an Idea VDT, the following is observed with the node:
- The connected KPI is still retained
- The Baseline and Target Values from the KPI are still retained in the Baseline View
- Monthly Baseline, Target and Actual values are sourced and displayed from the connected KPI when viewed in the Benefit and Variance View
- The Title, Reference, Decimals and Comments are retained in all the VDT views
Edit Mode
![]() | Add nodes to the VDT by clicking the + sign display on the Node |
![]() | Edit the details of a node by clicking on the edit icon below the + sign |
Note: A node not used on its respective parent will have a broken line.
Tracking Non-Financial Benefits
Parent nodes can now be tagged to track Non-Financial benefits (Non-financial VDTs will appear in yellow):
Give the node a name. |
Select a reference character that will be used. | |
Select the node type. | |
Chose whether this node is aiming for an upwards or downwards trend. |
Select the category this node is related to. | |
Click Save to add the node. |
Note: The expected trend of a financial parent node will not affect the expected trend of other financial parent nodes
Note: Variable baseline and target options have been added to the KPI nodes:
If the variable option is checked, the calculated Baseline/Target will be used in the benefits calculation of the selected Idea/Initiative, sourcing the variable baseline/target values for the relevant month straight from the KPI. This will be displayed on both the node and the Benefits page.
Changes to the VDT are saved automatically when moving/dragging around nodes.
Referencing Non-Financial Benefits
Nodes that reference Non-Financial benefits can be excluded from the aggregation of the Non-Financial benefit for the Idea/Initiative by enabling the "Exclude from Reporting" option:
Importing a VDT
Instead of creating additional, lengthy parent nodes, you can choose to import them from another VDT within the same folder structure. You can only import a parent node into another parent node that has no additional nodes.
To import a node, click on the library icon and select either Import from Library or Import from Template option.
Importing from Library
If you select the Import from Library option, the following pop-up screen will be displayed:
![]() | Select this checkbox if you want to replace the existing VDT with the imported VDT |
![]() | Select the import node that the VDT will be imported to. Note that the selected node must be an empty parent node |
![]() | Select the VDT from the drop-down list that you would like to import from. Note that on each VDT that appears from the list has a label to indicate whether it is a Value Hound VDT or an Initiative VDT![]() |
Once the import VDT has been selected, select the parent node you would like to import from, then select Import:
Importing from Template
Parent nodes can be imported from a VDT Excel file template obtained from the Import from Template option. To import this template, follow these steps below:
![]() | Select this checkbox if you want to replace the existing VDT with the imported VDT |
![]() | Select the import node that the VDT will be imported to. Note that the selected node must be an empty parent node |
![]() | Select the template file you would like to use for the import |
![]() | Click to download the template |
Importing a Linked VDT from the VDT Library
If you are importing from a linked Value Hound VDT (a VDT linked to another VDT), a warning message will be displayed because linked VDTs are not supported on Initiatives. As a result, the linked child nodes from the Value Hound VDT will be converted to constant nodes on the Idea VDT:
NOTE: when importing a VDT and it contains Emissions nodes, the import module will display an info message to inform the user that the initiative will be sourced to the Emissions module. This will only display when the Emissions feature is enabled.
Next Steps
Now that you understand VDTs. See article - Initiative Workplan.