Sales Insights Package 1.6.0

Please remember that deployment via PlatformManager overrides all Company Parameter tables, so if there are any customizations they need to be backed up.

Release Highlights

GroovyDoc

The whole package now contains Groovy documentation for every method. This can improve understanding of the package from the code side perspective.

DefaultFilters per User

The Default Filters functionality has been changed to be per-user (instead of per-partition).

Customer Data Is Now Optional

Now the Sales Insights Package can work without customer data. The way the package recognizes whether the customer data is available is by checking the mapping of customerId in the package Advanced Configuration. If it is null or ““, it means that the package does not use customer data.

Waterfall Deployment Instructions

Now during the waterfall configuration step during the deployment there will be a section describing each of the configuration columns.

Waterfall Deployment Step Improvements

After deployment the waterfall step fetches the current configuration stored in the waterfall-configuration advanced configuration (instead of the default template).

Additionally, any field with Datamart source that is not available in the Datamart will now be removed from the definition.

Changes to SIP_Population

The SIP_Population CP table now has Sector introduced (currently not in use). The handling of the stored values has also been changed. For continent hierarchy level now an entry of type CONTINENT_NAME|*|*|*|POPULATION is required, similarly for other hierarchy levels.

Bugs

PFPCS-3690 Regional Revenue and Margin - data mapping works incorrectly

Improvements

PFPCS-3984 Improve to get population properly based on hierarchy level

PFPCS-3652 Preference should be checked and rearranged for some SIP dashboards

PFPCS-3279 Make Customer Data optional

PFPCS-2774 Show currency field only when there is more than one reporting currency available

PFPCS-3675 Define instructions to be displayed for the user in the waterfall configuration step

PFPCS-2337 Customer Filter is not applied on B&W Product Performance Table and Product Filter is not applied on B&W Customer Performance Table

New Features

PFPCS-3236 SIP Input Filter Configurator - set default per user

Stories

PFPCS-3857 Add documentation link to SIP package description

PFPCS-1056 GroovyDoc for SIP dashboards