Customers Tab Component (Insights Dashboards)

Inputs

Input Name

Type

Required

Necessary Params

Calculation Impact

Depends On

Enable Customer Source

Boolean

No

N/A

Yes, aggregation only considers Customer Source configs from this step if enabled. Hides all below if not checked.

No

Source Name

DMSource (DSs only)

Yes

N/A

Yes, part of multiple Datamart Tables.

Only visible/modifiable if Enable Customer Source checked

Filter

DMFilter

No

N/A

Yes, only data meeting filter criteria included during aggregation.

Only visible/modifiable if Enable Customer Source checked; filter’s source is DS in Source Name

Customer

DMField

Yes

FieldKind.KEY

Yes, defines lowest granularity for Customer Hierarchy; excluded from final Hierarchy in Review step

List of options from DS in Source Name; only visible/modifiable if Enable checked

Customer Hierarchy

DMFields

No

FieldTypes: text, integer

Yes, fields processed in Config step → General tab → Customer Hierarchy, used by multiple DMTs

List of options from DS in Source Name; only visible/modifiable if Enable checked

Customer Attributes

DMFields

No

N/A

Yes, part of multiple Datamart Tables.

List of options from DS in Source Name; only visible/modifiable if Enable checked