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Visualizing decision results in the Visual Business Director (VBD) planner

Use the VBD planner to view the performance of actual or proposed strategies at a detailed level across all channels, products, or lines of business. Use the 3-D graphical view to assess the success of your business strategy.

  1. Access VBD planner.

  2. In the right side panel, click the Data tab.

    1. Select a source data set. If present, data sources created in the process of executing interaction rules that write results to VBD are also available.

    2. Select the data source that you want to use as a reference.

    3. If the primary data source is not the same as the reference data source, select a data mode:

      • Regular - This mode shows the source data source versus the reference data source.

      • Delta - This mode provides comparison between the sources for reference data and source data, allowing you to analyze their relative effects.

    4. Optional: Click Update data to update the selected data sources.

  3. Click the Time tab and specify the time range for showing the data.

  4. Click the Filter tab and select dimension levels to define customer interactions.

    1. Select check boxes to include specific dimensions or click Select all.

    2. Click Apply changes.

    Together with KPIs, dimensions are used in VBD to construct the business view. The visualization of dimensions is determined by the dimension filter and the Set Y Axis and Set X Axis dialog boxes.

  5. In the scene, move the mouse cursor to a particular bar in the chart to see its details.

  6. Optional: Click a highlighted KPI line chart on the wall to refresh the scene with data of the selected KPI.

  7. ClosedOptional: Configure the scene.

    • Select a KPI to display on the wall. VBD planner displays up to six of the most recent KPI line charts. If more than six KPIs are defined, you can select one to display on the wall.

      1. Click the KPI title that is displayed on the wall.

      2. In the Select KPI dialog box, select a KPI to display, and click OK.

    • Click a chart to make the grid use the KPI.

    • Change the dimension that is displayed in the y-axis.

      1. Click the axis label on the left.

      2. In the Set Y Axis dialog box, select a different dimension or level in the dimension and click OK.

    • Use the sliders in the Timeline console below the scene to change the time range for showing the data.

    • Change the dimension that is displayed in the x-axis.

      1. Click the axis label on the right.

      2. In the Set X Axis dialog box, select a different dimension or level in the dimension and click OK.

      For example, you can perform time-based analysis for outcome by setting the y-axis to outcome, and setting the x-axis to the time period for showing customer behavior.

    • Manipulate the scene with the buttons in the top right corner or mouse and keystroke actions:

      • To rotate the scene, click and hold the left mouse button and move the mouse.

      • To move the scene, click and hold the right mouse button and move the mouse. You can also use the arrow keys.

      • To zoom in or out, scroll the mouse wheel.

  8. Optional: When you need to visualize different decision results, click Refresh to reset all the settings in the right side panel.

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