ValQ is a multi-purpose product that can support use cases across the enterprise. In general, you can leverage ValQ for any decision-making scenario. Specifically, you can use it for dynamic what-if simulations, scenario analysis, variance analysis, business modeling, sales / financial / operations, forecasting, budgeting, intra-period re-forecasting, sensitivity analysis and more.

ValQ Collaborate edition is the all-inclusive edition of the product.

ValQ PBI Certified edition is the Microsoft-certified version of the product.

A pre-requisite for Microsoft certification is that the visuals do not access external resources. Unfortunately, the certification process does not distinguish between ‘good’ and ‘bad’ resource access – due to which even integration with Microsoft Azure is disallowed. Without this, features like collaboration & audit trail are not possible. As a result, we decided to release two editions of ValQ to give our users a choice. You may either go with the full-featured Collaborate edition or with the PBI-Certified edition – based on your comfort & convenience.

ValQ allows a high degree of customization, without the need to write code. The tree structure of KPIs, the hierarchy, calculations involved at each level that defines the relationship between KPIs, conditional formatting, number formatting, scaling, etc. – all are customizable.

No. You do not need to write any single line of code while using ValQ. Everything is configurable in the product.

ValQ for Microsoft Power BI is available as a visual from the Power BI marketplace. You can also download it from our website. A best place to get started is here.

ValQ is a mature product that has been in existence for 4+ years. Earlier known as ‘Value Driver Tree’ for SAP Lumira designer, the product was adopted by several enterprise customers to build value driver planning with 1400+ KPIs. Since then, ValQ has evolved to a next-generation product for Power BI with a lot of additional self-service capabilities.

You can refer to our documentation for ValQ for Microsoft Power BI here.

Absolutely. You can compare and save the scenarios to your database using one of several options available.
Yes. Several features such as Scenario collaboration, Planning collaboration, Commenting, History Log, etc. are available as part of collaboration.
ValQ comes with an embedded calculation engine that handles all calculations locally (front-end) on-the-fly. Once data is loaded into the tree for the first time, all further interactions & what-if analyses are handled locally without any requests going back to the server or the data source. As a result any changes due to simulations are updated in a fraction of a second.
Installation takes less than a minute. In Microsoft Power BI, it is as simple as adding the custom visual from the Power BI marketplace.
ValQ is a Power BI custom visual hence it supports all the data sources that are supported by Power BI.

ValQ Collaborate

Login is needed every time you access the visual when you are using a visual imported as Pbiviz file. To avoid this, kindly add the visual from Power BI Marketplace and switch to this new visual. Click here for steps to add ValQ – Collaborate visual from AppSource.

Yes, the Export as data source feature in ValQ Collaborate allows you to export series and/or scenarios as a Web URL and establish a live connection with the ValQ model.

ValQ Collaborate offers role-based access control to your model, planning series, scenarios, and even the nodes. You can read more about the security roles and level of permissions here.

Yes, Writeback feature in ValQ Collaborate sends the model’s series/scenarios to a configured URL in a JSON format. Applications can process this JSON payload to write it to databases and other applications.

The data used in the ValQ visual is secure, end-to-end encrypted and we can access only the metadata. If you want to retain the data completely within your organisation, we also offer On-Premise installation for ValQ Collaborate that will keep the data in your cloud instead of sending to our public cloud.

Yes, you need to sign-in to access the ValQ workspace account which you are a part of to use ValQ Collaborate. Click here to learn more about the Admin Console Portal which is used to manage the ValQ Workspace.

Information about latest updates by each version can be found in What’s New page and we also publish blogs for important announcements/ new features in here.

Pricing & Licensing

ValQ Collaborate has 4 different plans – 1 Basic Freemium and 3 paid plans. Click here to learn more about pricing.

Features & Capabilities

All mathematical JS methods will work in Power BI ValQ formulas.
ValQ supports many traditional user-friendly functions that allow you to create complex models. You may recognize many of these from your experience with Microsoft Excel. Listed below are a few examples,
  • Logical functions such as IF, SWITCH, AND, OR
  • Math functions such as POW, SQRT, EXP, LOG
  • Finance functions such as IRR, NPV, PMT, RATE
An ability to refer to individual or combination of period values of nodes has also been introduced with the Range functions such as RANGE, FOREACH, GET and LastNPeriods.

Technical Support

Yes. On Prem Power BI is basically Power BI Optimized for Report Server. ValQ works with latest version of Power BI Desktop optimized for Power BI report server (Jan 2019 release).

Yes, we offer On-Premise installation of ValQ for Power BI which allows you to keep the data completely within your organisation. If you want to talk to us about On-Premise, kindly drop your questions here.

Yes. ValQ offers global enterprise-class support for customers supported by a valid support and maintenance agreement. There is a dedicated helpdesk with a support portal that customers can access.
If a customer registers for a trial or purchases ValQ by using the email which is not the Office 365 email, then he/she won’t be able to log in from the Power BI ValQ custom visual or by using the Microsoft account. In this case, the customer needs to login to the ValQ member console (https://app.valq.com/#/login) by using the username and password. If the customer doesn’t remember his / her password, he/she can reset it by using the forgot password option.
1. After login into the member console of ValQ, please click your profile icon in the top-right menu bar and click profile settings. 2. Then delete the already linked Microsoft account by pressing the delete icon in the Microsoft account section. 3. Now click the sign in with Microsoft button. It will popup the new window which will require one to log in to the Microsoft account and completing that process, your Microsoft account would be linked to your account correctly. After this, you would be able to login with Microsoft or from the Power BI ValQ correctly.

ValQ vs. Other Planning Software

ValQ is designed to be self-service planning solution. It helps you model, plan, simulate on the fly. Most of the other commercial planning software usually follow bottom-up planning approach vs ValQ which follows top-down and Value driver planning approach.
  1. You can model business scenarios on-the-fly – in a matter of few hours to a few days – something that would take weeks or months with best-in-class bottom-up planning software
  2. Highly visual and intuitive user experience means executive and operational management alike can analyze and simulate on their own completely changing the use of models
  3. You have a high-performance experience as ALL calculations happen on the front-end
Yes and No. It depends on the size of your business and whether you have prior investments with other planning software or not. For large enterprises that already have a planning software in place, ValQ can complement existing bottom-up planning processes by helping you build interactive & dynamic top down planning models. This delivers time & cost savings through faster planning cycle & reduced number of iterations. However, for small and medium business where there are no prior investments with planning software – ValQ can act us an independent planning and simulation software

With ValQ, you can model scenarios on the fly, and your executives can directly play around & interact with the models with minimal reliance on a IT analyst or consultant.

After a few initial iterations, discussions & feedback, you can subsequently leverage your planning software for a more detailed fine-tuning, configuration and validation. This saves a lot of time & effort. Your business meetings would also be more effective using ValQ as executives can receive instantaneous feedback on changes to scenarios.

For pricing and demo enquiries please write to sales@valq.com

For technical and support enquiries please write to support@valq.com

Get ValQ brochure

Discover the incredible power of dynamic and collaborative business planning with ValQ
Download now

Visualize and analyze business outcomes with ease

Discover how ValQ delivers agile, interactive and intuitive business planning.
Request a Demo

Get ValQ brochure

Discover the incredible power of dynamic and collaborative business planning with ValQ
Download now

Visualize and analyze business outcomes with ease

Discover how ValQ delivers agile, interactive and intuitive business planning.
Request a Demo
About ValQ!
ValQ empowers analysts, executives and decision-makers across departments and functions. Model any business scenario in minutes, build complex business plans, what-if simulations, create & compare budgets, forecasts and scenarios – all within Microsoft Power BI. The product is developed by Lumel Technologies (formerly Visual BI), which has a decade of experience in building add-on solutions on top of BI platforms (SAP BI and Power BI) with our suite of innovative products such as xViz and Inforiver.


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