Transactions Tab Component (Insights Dashboards)

Inputs

Input Name

Type

Required

Necessary Params

Calculation Impact

Depends On

Source Name

DMSource

Yes

N/A

Yes, part of Datamart Tables.

No

Filter

DMFilter

No

N/A

Yes, only data meeting filtering criteria included during aggregation.

Source Name

Date

DMField

Yes

FieldType: date

Yes, used as the base field for deriving aggregation Month and Year (both generated from Date).

Source Name

Product

DMField

Yes

FieldType: text

Yes, used as lowest Product Hierarchy granularity, not included in final hierarchy in Review step.

Source Name

Product Label

DMField

Yes

FieldType: text

Yes, part of Datamart Tables (Product Name).

Source Name

Product Hierarchy

DMFields

No

FieldTypes: text, integer

Yes, fields processed in Config step → General tab → Product Hierarchy; hierarchy used in multiple Datamart Tables.

Source Name

Product Attributes

DMFields

Yes

N/A

Yes, part of multiple Datamart Tables.

Source Name

Customer

DMField

Yes

FieldType: text

Yes, used as lowest Customer Hierarchy granularity, not included in final hierarchy in Review step.

Source Name

Customer Label

DMField

Yes

FieldType: text

Yes, part of Datamart Tables (Customer Name).

Source Name

Customer Hierarchy

DMFields

No

FieldTypes: text, integer

Yes, fields processed in Config step → General tab → Customer Hierarchy; hierarchy used in multiple Datamart Tables.

Source Name

Customer Attributes

DMFields

No

N/A

Yes, part of multiple Datamart Tables.

Source Name

Additional Attributes

DMFields

No

N/A

Yes, part of multiple Datamart Tables.

Source Name

List Price

DMField

Yes

FieldType: money

Yes, used for Discount % calculation: Discount % = sum(list price)/sum(revenue)

Source Name

Reference Price

DMField

Yes

FieldType: money

Yes, used for Price Realization: Price Realization = sum(reference price extended)/sum(revenue).

Source Name

Revenue

DMField

Yes

FieldType: money

Yes, part of multiple Datamart Tables.

Source Name

Profit

DMField

Yes

FieldType: money

Yes, part of multiple Datamart Tables.

Source Name

Quantity

DMField

Yes

FieldType:

  • quantity

  • integer

  • number

Yes, part of multiple Datamart Tables.

Source Name