To add a new VDT, follow the steps outlined below:
- Click on the Add VDT button located at the top right corner of the screen.
- Select from the list of VDT definitions to create a VDT for. You also have the option of creating a new VDT Definition by clicking on +Add Definition.
- Enter the Name, Description as well as the location of the folder which this VDT will be stored. Proceed to click Add once these details have been entered
- Your VDT will be created with a generic parent node; formatted as per the selected Definition.
- To edit the node click on the pencil icon then specify the node properties in the pop-up window and click Save. Note: In order to edit the tree, ensure that the Edit Mode toggle is switched on.
- To add a new node, click on the + icon.
You can select different node types, each indicated by a different colour:
- Parent node values require an expression to be defined, using its children in order to be calculated.
- KPI node values are derived from the selected KPI but can be overwritten by selecting the override option.
- VDT node values are derived from the selected VDT within the same folder; these values also appear as variable in the analysis packages.
- Constant node values need to be specified, the values remain constant, however, a variable constant option is available to cater for different values per month.
Once you have completed all required fields for the relevant node, click Save and the node will be added to your VDT.