Waterfall Dashboard - Advanced Configuration

 

waterfall-configuration

waterfall-configuration

Field
name

name

label

isSum

isPercentBase

disabled

isSubtract

subLevel

Values

{name of the field from transactions DM}

{custom label for the field to be displayed on the dashboard}

{true/false}

{true/false}

{true/false}

{true/false}

{list of elements that are used for drilldown under this field}

Description

Defines which transaction DM fields will be displayed in the waterfall dashboard. The names have to match exactly those from the DM.

Allows the user to set up a custom displayed value. For example: DM field Sales_Value_5 can be renamed to InvoicePrice.

Determines whether a given element should display the total sum across the entire series. Defaults to false.

 The first entry is marked as isSum = "No".

 The last entry is marked as isSum = "Yes".

Defines the base for percentage calculations. Only the first field marked with "Yes" will be taken into account. Defaults to false.

Determines whether a given field should no longer be displayed. Defaults to false.

Determines whether the value of the given field should be reversed. Defaults to false.

 The values defined as isSubtract have their value multiplied by -1.

Defines the drilldown structure for a given field. The field definition follows the same structure as the parent element (without the isPercentBase column)

Field with both isSum and isSubtract set as "false" or left empty will display as a gain. Gains are displayed in green in the dashboard, losses in red.