Waterfall Dashboard Configuration during Deployment
- Štěpán Vacek
When installing the Sales Insight Accelerator from PlatformManager Marketplace, these are the specifics for the Waterfall dashboard.
Datamart Selection
The initial step to start the waterfall configuration is selection of the source Datamart from which data will be fetched. Sales Insights Accelerator uses its own Datamart called Standard_Sales_Data.
Preloaded Template
If the Standard_Sales_Data Datamart is selected, you will be presented with a predefined structure that can be used as a guide for further steps.
Any fields that are not defined in the selected Datamart will be automatically removed from the predefined template.
If configuration of the waterfall step is already present on the partition, it will be loaded instead of the the default template.
Waterfall Definition Glossary
Definition | Description |
|---|---|
Source | Field from Datamart used to retrieve a value for a given waterfall field. |
Label | Allows to define a custom label to the field that is going to be displayed on the chart. |
Sum | Defines the field as a sum, i.e. the value of this field will be calculated by summation of all previous fields. The first field cannot be a sum, the last one however must be. |
Percent Base | Marks the given field as a percentage base for percentage model calculations. There can be only one percentage base field. |
Reverse | Allows to reverse the value of a given field. Useful for creating subtractions if the data is stored in positive values. For elements with a sub-level, the fields in the sub-level are used for calculation and they should be reversed, not the parent field. |
Disabled | Marks the field as disabled. Disabled fields are not shown on the dashboard. |
Form Controls
Control | Display in UI | Description |
|---|---|---|
Source selection | Used to select Datamart fields. | |
Remove button | Â | Allows you to remove the waterfall field definition. |
Radio buttons | Allow you to select appropriate field parameters. Keep in mind they have conditions (for example only one radio button with Percent Base can be selected). | |
Move button | Â | Allows you to move fields up and down. You need to click and hold it for 1 or 2 seconds before the move can happen. |
Add sub-level | Â | Allows you to add sub-level fields for the drill-down functionality. Keep in mind that fields with sub-levels (parents) cannot have Datamart representations, but the sub-level fields can (children). |
Add row | Â | Allows you to add a new waterfall field. |
Configuration Deployment
After the setup, the configuration will be deployed to the partition in the Advanced Configuration section under the name waterfall-configuration (example).