VALUEWORKSInsights to Results
Sign in
Help center

Data layers and time

Control which figures the tree shows, and for which month.

The same tree looks different depending on which of four data layers you leave switched on.

Three checkboxes in the main toolbar — ACTUAL, PLAN, FORECAST — each toggle a data layer on or off across the whole tree, matching the values shown in a node's own panel. VAR is not a fourth checkbox — it's a three-state cycle, and the label itself changes as you click it: off → VAR % → VAR Δ → off. The first click shows variance as a percentage; a second click switches the same row to an absolute figure; a third click turns it off again.

Month navigation — arrows either side of the date — moves every node's displayed value to that month at once, and it isn't scoped to the tree you're looking at: switching the month updates every driver tree in the tenant to that same month simultaneously, the same pattern as everywhere else in ValueWorks.

The full Driver Tree toolbar: tree tabs with node counts, a Views control, month navigation, an edit summary reading plus 47 nodes plus 41 edges, Actual Plan Forecast and VAR checkboxes, Default Focus and Impact view modes, Variance and Direction toggles, Confidence and Sparklines, Add Node, Add Formula and Generate via AI, and a second row with Propagate, Auto-layout, Inspect, Search, a layout-orientation toggle, Calibrate and Delete Tree.
  1. 1Tree tabs, each with its node count, and the tenant's total tree count at the right
  2. 2Views, and the month navigation with its edit summary
  3. 3Data layers — Actual, Plan, Forecast, VAR
  4. 4View modes — Default, Focus, Impact — here set to Impact
  5. 5Card colouring — Variance and Direction are one toggle, only one active at a time; Confidence and Sparklines are separate overlays
  6. 6Add Node, Add Formula, Generate via AI
  7. 7Propagate, Auto-layout, Inspect, Search, the orientation toggle, Calibrate, Delete Tree

ValueWorks 2026.08

Takeaways

  • ACTUAL, PLAN, FORECAST toggle which values the tree shows, matching the node panel.

  • VAR is a three-state cycle, not a checkbox — off → VAR % → VAR Δ → off, with the label itself changing.

  • Month navigation moves every tree in the tenant together, not just the one on screen.

Surfaces covered

  • ACTUAL
  • PLAN
  • FORECAST toggles
  • VAR
  • Month navigation

Also taught in the Academy

Module 7 · Digital Twin: the Driver Tree

Take it as lesson 7.5 in Business Analyst & FP&A