Valid8 supports three visualization (Data Viz) columns and nine further custom columns for analysis.
All these columns (when they are utilized) can be shown on the Transactions screen. The three visualization columns are graphically represented as source and use nodes in the Cash Flow screen. Custom columns (up to nine) are used to further classify the transactions. Bulk changes of these columns can either be done on the Transactions screen, or via the Excel Sync functionality found on the Files screen.
Management of these columns is done on the Transactions screen. Options for management are available under the Actions button found on the top left of the screen.
- Add / Manage Custom Column
- Add / Manage Data Viz Column
- Apply Labels
The Apply Labels option only becomes enabled once the Custom Column or Data Viz Column is setup.
Naming the columns and creating and applying labels can also be done in excel and then uploaded into Valid8 through the Excel Sync functionality. Exporting out the transactions for a new engagement before any changes will create an excel sheet with columns that have standard names for the visualization and custom columns. (VISCategory1 through3 and CustomField1 through 9).