Play with your content in Concerto View!
Get familiar with the different views used in Concerto and how to create and manage them. We've outlined the basics below and recommend you to watch the video to help you get started!
For a quick overview of how your content works, how to use the toolbar and play your content, you can scan the screens in this guide in just a few minutes. For a more thorough understanding, you can read through each section and perform the steps provided to make the most out of your models.
This article covers the following topics
- Exploring views in 'Concerto'
- Use 'Scorecard Model' for your presentations
- Analyse your data in 'Value Model'
- Play with your content using various 'Toolbar' options
- Select the 'Model' you desire in the Toolbar
- Set 'Time' dimension and range for your Model
- Decide what to view in 'Display'
- Toggle the 'Value' that you want to display
- View trends using 'Sparklines and Sparkbars'
- Compare 'Key Figures'
- Choose the 'Attribute' that you want to display
- 'Action' your document
- Create your 'Scenarios' for better forecasting
- Use your favourite chart types to display your data in the 'Dashboard'
- Use 'Worksheet' to pull or push your data
Different views available in Concerto
Views dynamically organise the Models based on specific criteria that you define. Using views can help you determine which Model needs attention and plan accordingly. By sharing views with your teammates, you can ensure that everyone is working from the same perspective instead of leaving it up to each teammate's own interpretation.
Dashboard, Worksheet and Concerto
Concerto, Dashboard and Worksheet allow users to view and interact with Models from different perspectives. For an intuitive and interactive modelling experience, click on the Concerto icon to view a Model's main visualisation with respect to its Model type; Scorecard or Value Model.
For easy navigation and drill down, select Scorecard Model to view the scorecard layout. You can create your own Scorecard model and perform qualitative or subjective evaluation by adding attributes and metrics to a Model. If you are interested in abandoning the judgmental approach and opting for a more formal data-driven statistical approach, refer to the article Scorecard creation.
Scorecard Model View
This driver-based modelling type is visual, interactive and intuitive, where you can apply a number of features like Traffic-lighting and simulation to fully customise your modelling experience. Value Models clearly demonstrate the parent-child relationships throughout your operational or financial value streams.
Extract insights from your data with features like Advanced Analytics, Complex Simulation and what-if Scenario building, to empower your capacity for informed decision making. Read how to link the Scorecard to the Value Model in detail in our articleScorecard Creation and Customization.
Value Model View
Tip: Read the Types of Model article to explore the Value Driver Trees and learn how to build your own Value Model
Drill-Down to additional levels of Scorecard Model
In the Toolbar, you may have noticed that it has fewer buttons for an easy to navigate interface. Expand and collapse the sections of the toolbar to reveal key features and configurations that will allow you to further tailor your modelling experience.
These options enable you to modify the structure and properties of Models, in addition to the formatting of your tables in the worksheet, as well as measures of your dashboard. Options available in the Toolbar are grouped by section helping you to quickly find features when you need them.
Easily navigate throughout a document by using the Model section on your toolbar by simply selecting the Model that you wish to open.
Apply the changes in Time filters by selecting the desired month, year, week, day, or quarter. By selecting the desired year range in the Time filters section from a day, week, month, quarter, or year view, you can perform a better analysis of the results. The dimension you select determines the data aggregation that will be displayed in the model view.
Select Time dimension
The Display tab depicts the values of the different metric tiles in the selected time period of the model view. You can select the desired range of the period and change the display properties by toggling on the display pane toolbar. It can also hide or show the advanced features of the model view.
Change Display settings
Toggle values can be easily displayed in this section. You can also create scenarios and copy data.
Sparks are simple and condensed chart types for better visualisation with no axis which helps to quickly analyze and track the trends and patterns at a glance. Spark Bar and Sparkline are most popular in the finance and stock tradings for technical analysis.
Change the Sparkline and Spark Bar
To create new Scenarios, copy data or to view the toggle values display select the Key Figures tab.
To create layered Scenarios, copy data, view scenarios, click on the Scenarios tab to create and view toggle display of scenarios. Dynamic scenarios could be created quickly based on selected value and refine them in the worksheet. To create layered what-if Scenarios, click on a key figure such as target, budget or actual and add to the scenarios section and you can save as many what-if scenarios as a group. An added scenario will appear on every metric of your model. as shown in the image below you can Save, Edit or Cancel the scenario using the below icons.
Using scenarios, companies can predict the possible future scenarios and help to mitigate the risk, so that managers can be more aware of the external environment and their company’s status and future directions, therefore, they can match internal resources to the external environment to allocate the resources more effectively and rationally.
Saving the Scenarios becomes easy in this section.
To open Scenarios, select the Scenario from the list as shown below.
An attribute identifies, names and defines a characteristic or property of a Model and it is the most atomic part of the Model. To view the Attributes, click on the toggle display of Attributes. The attributes tab allows you to zero in on specific elements that can be controllable or uncontrollable. This assists in determining which elements can be manipulated or which need to be monitored closely because of their ability to impact on the desired outcome.
Use the simulation slider to adjust the range for better analysis of different variations between target and budget values over a selected period. This can range from monthly, quarterly or annually depending on the period you would have chosen to analyse or view on your model.
To save the documents to the favourites and to open and manage a scenario, click on the Actions tab.
Select Action you desire
To get the Aggregated View, Time series view proceed to click on the Dashboard view in the Toolbar. It is Visual, Interactive and Intuitive. To get the Aggregated View or Time series view, proceed to click on the Dashboard view in the Toolbar. This tool is interactive and intuitive allowing you to visualise the metrics in the model view in the form of graphs and pie charts. By selecting the desired month, year, week, day, or quarter in the Time filters, you can perform a better analysis of the results. The dimension you select be it a calendar month or a quarterly view determines the data aggregation that will be displayed in the model view. You can select your favourite chart type to display the data. The chart changes as we change the values in the worksheet in real-time.
The Worksheet view is like the spreadsheet view where you can cut, copy and paste just like the excel sheet which is a downloadable input template to download data. Similarly, you can easily import or export data in the worksheet just as in the spreadsheet that we generally use. The datasets in the worksheet are similar to the spreadsheet. The Concerto modeller makes it easy to pull and push data to create faster presentations as compared to doing it in the spreadsheet in a globally accepted standard.
Still, having trouble navigating throughout Concerto? Get in touch with our support experts– we're happy to help.