Waterfall Dashboard - Advanced Configuration
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waterfall-configuration | |||||||
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Field | 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.