Configuration Step - Waterfall Tab (Insights Dashboards)

Configure the Price Waterfall chart. This option is required.

Define Waterfall Pillars

  1. Click Add Row.

  2. Select Field (Fields from datamart DM.DMName.FieldName).

  3. Enter Label.

  4. Set Level to 0.

  5. Set Reverse.
    info If Reverse is set to true, value is considered to be displayed as negative.

Define Increasing and Decreasing Waterfall Elements

  1. Click Add Row.

  2. Select Field (Fields from datamart DM.DMName.FieldName).

  3. Enter Label.

  4. Set Level to 1.

  5. Set Reverse.
    info If Reverse is set to true, value is considered to be displayed as negative.

Define Drilldown Parts

  1. Click Add Row.

  2. Select Field (Fields from datamart DM.DMName.FieldName).

  3. Enter Label.

  4. Set Level to 2.

  5. Set Reverse.
    info If Reverse is set to true, value is considered to be displayed as negative.

  • Add row to add a waterfall element

  • Select the field to define the value to use. Last field should be a sum of all others.

  • Define the label to display

  • Level 0 corresponds to the waterfall pillars. These elements are usually computed from previous values, letting “Field” empty (except from the first row that needs to be filled as the starting point).

  • Level 1 corresponds to the increasing and decreasing waterfall elements.

  • Level 2 will be included among the waterfall elements and will be available as a drilldown level. When Level 2 elements are defined, this level acts as a wrapper that aggregates all underlying lower-level elements, including reverse elements if they are defined.

  • Reverse enables to consider use the value as negative.

  • Last row must be a level 0 pillar as it should be calculated from all the previous elements.

Example

Waterfall Definition

Order

Field

Label

Level

Sum from Previous

Reverse

1

GlobalListPrice

Global List Price

0



2

LocalAdjustment

LocalAdjustment

1



3


Local List Price

0

true


4


Discounts

1



4.1

StandardDiscount

StandardDiscount

2


true

4.2

CustomerDiscount

CustomerDiscount

2


true

4.3

Promotion

Promotion

2


true

4.4

Surcharges

Surcharges

2



5


Total Revenue

0

true


6


Rebates

1



6.1

CustomerRebate

CustomerRebate

2


true

6.2

BuyingGroupRebate

BuyingGroupRebate

2


true

7


PocketPrice

0

true


8

Costs

Costs

1


true

9


Gross Margin

0

true


Waterfall Chart

PriceWaterfallDrillDown.png
Waterfall Chart Example

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