Frequently Asked Questions

Get the answers to your questions.

What can I do with Visyond?

Is Visyond for me?

Visyond is for everyone who is involved in decision-making based on spreadsheet analysis and visualizations:

Analysts building the model and analyzing scenarios, sensitivities, etc.

Managers coordinating assumption gathering and creating dashboards.

Auditors who need to track changes and debug formulas.

Decision-makers who need to interact with user-friendly dashboards without the complexities of spreadsheets.

What are the typical use-cases?

Investment and valuation analysis

Sensitivity and Scenario Analyses

Budgeting and Forecasting

Budget vs Actuals

Maintaining the model in one place while sharing parts of it only with specific people

Risk management using Monte Carlo Simulations

Pro-forma financial statements connected to scenarios in the spreadsheet

Finding the root cause of errors and data anomalies

Maintaining the model in one place while sharing parts of it only with specific people

How does Visyond go beyond spreadsheet ecosystem limitations?

You don’t need many tools to get the job done

Visyond is a collaborative workspace that connects your scenarios to automated ‘what-if’ analysis and real-time interactive dashboards, using the spreadsheet as a calculation engine.

Planning and forecasting becomes a truly collaborative experience

Visyond ensures no data gets lost during the collaboration process by tracking changes and saving each and every assumption added to the project without overwriting existing ones.

Visyond ensures the integrity of data. Nobody, including the project owner, can modify data entered by others. You have a bird’s-eye view of your projects that shows you assumptions, scenarios, analyses and dashboards created by collaborators. Unlike Excel Online or Google Sheets, where the last entry overwrites the previous, in Visyond multiple assumptions and scenarios coexist.

Scenario management becomes a breeze. Your team can extend each others’ scenarios without breaking the spreadsheet or dealing with multiple versions.

Your projects are protected by advanced role- and object-based access control

Assign roles to collaborators (e.g. viewer or editor) and share only specific worksheets and dashboards with them, protecting your projects from unauthorized access.

You can also use this to shield collaborators from information overload, e.g. senior management might not be interested in the intricacies of the spreadsheet but are keen to see dashboards with outputs they can play with.

Learn more about access management in Visyond.

You will know if there’s something wrong with your spreadsheet

Visyond visualizes spreadsheet structure, and detects root causes of errors and anomalies in real time.

If enabled, natural language formula names will make your spreadsheet easier to understand (e.g., Revenues[2021] - Expenses[2021] vs A2 - B2).

Why Visyond instead of other dashboard solutions?

Dashboards get data directly from your spreadsheet

No staging. You don’t need to do any data preparation just to get it into the dashboards. Dashboards, charts, and analyses use a single data source - your spreadsheet.

Real-time updates. Dashboards always stay up-to-date by getting the latest changes from your spreadsheet.

No additional integrations. You don’t need to set up and maintain integrations to move your data to dashboards.

No coding. You don’t need to write a single line of code to create an interactive dashboard from your spreadsheet.

Changing data on the dashboard does not change the spreadsheet

Your spreadsheets are safe. Dashboard controls (sliders, drop-downs, etc.) are connected directly to the spreadsheet cells, and you can let collaborators query the spreadsheet and get the outputs (in the form of charts and/or value) without seeing or modifying the spreadsheet.

Your projects are protected by advanced role- and object-based access control

Assign roles to collaborators (e.g. viewer or editor) and share only specific worksheets and dashboards with them, protecting your projects from unauthorized access.

Learn more about access management in Visyond.

Collaborators can answer ‘what-if’ questions on their own

You can allow collaborators to apply certain scenarios from your spreadsheet to the dashboard they see. They can extend it, creating their own ‘what-if’ view, without modifying the original scenario.

You operate on forward-looking data

You analyze formula-driven data for forecasting, not slicing and dicing historical data.

Why Visyond instead of other analysis solutions?

Data analysis becomes accessible

Collaborators can contribute their own analyses in self-service mode, without depending on modelers and analysts. They will not overwrite each other’s work, and you can safely collaborate without losing data.

Analyses are connected to spreadsheets and dashboards

You analyze data in the single place that connects spreadsheets and their outputs directly to automated analyses tools and interactive dashboards.

Analyses are always up-to-date

All changes in the spreadsheet are immediately reflected in the analyses that you run and in the interactive dashboards you share with collaborators.

General

How easy is it to use Visyond?

Visyond is easy to use. You can apply your Excel skills without having to learn new menus and workflow. Both Excel experts and novices will get things done quickly.

‘Training mode’ in the application will help you get started quickly.

Do you have tutorials?

There is an extensive knowledge base with step-by-step tutorials.

Do I need to install anything?

You don’t need consultants, IT experts, or lengthy installations to start using the cloud platform – Visyond works in the browser.

Can I work on my Excel projects?

Yes. We support Excel so you can import most Excel files, all worksheets at once. All original formulas, values and formats are imported. Alternatively, you can create a project directly in Visyond using the same skill set you need to create an Excel file.

Learn more about Excel import.

Can I export my projects?

Spreadsheets can be exported to Excel.

Analysis charts can be printed, exported to PPT or PDF. Analysis tables can be exported to PPT, PDF, Excel, CSV.

Dashboards can be exported as PDF. Any PDF-to-PPT converter can be used to produce PPT.

Can I share and use dashboards on mobile?

Yes. Visyond runs in the browser so any smartphone/tablet can load the interactive dashboards.

How fast is Visyond?

Visyond is as fast as leading online platforms can be. It runs in the browser and its performance should be compared to Excel 365, Google Sheets and other online tools.

Install the latest version of your browser for the best user experience (we recommend Google Chrome). Also, close unneeded applications, tabs and browser windows to free up memory.

Can I have Visyond on-premise?

Yes. Visyond is a cloud-based software that can also be installed on private clouds and works anywhere in the world. Contact us to learn more about on-premise/personal cloud installation.

Can I have Visyond on-premise?

API, Macros, Integrations

Do you have an open API?

No. Visyond does not have an open API, but we can work with your IT department to establish connections with your tools.

Do you support macros?

Visyond, like Excel Online and Google Sheet, cannot import Excel Desktop macros. Our team can port them to JavaScript, if needed. Contact us to learn more.

Integrations

Visyond can integrate with Excel and reference an Excel file as an ‘external source’ inside a Visyond project (for example, to display a value from an Excel cell in a Visyond cell).

Some of our clients prefer to enter QuickBooks, Xero and other accounting software data manually. If automating this via API is important to you, we would have to discuss data mapping with your IT.

Security

How secure is Visyond?

We use a variety of ways to secure your data.

Visyond is hosted by DigitalOcean. The server is located in the Netherlands.

We provide a fully secure connection between customers and our server. All transferred data is sent encrypted using the TLS/SSL protocol.

All projects are stored encrypted on the server using Advanced Encryption Standard (AES), adopted by the U.S. government and included in the ISO/IEC 18033-3 standard.

We use Cross Site Request Forgery (CSRF) middleware that prevents stealing your session.

Our developers have access to the server via SSH using RSA keys. This means that no one else can access the server, and that the access keys are stored locally on the computers and are not distributed on the network.

How do you use my data?

Please see our Privacy Policy and Terms of Use.