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Configurations (Insights Dashboards)

The Configuration table holds definitions configured during model configuration in Definition and Configuration steps.

Properties

  • Name – Configurations

  • Label – Configurations

  • Table Type – JSON

  • Value Type – JSON

Example Values

Config Name

Config Value

transactions
Config Example
JSON
{
    "profit": "GrossMargin",
    "product": "ProductID",
    "revenue": "GlobalListPrice",
    "customer": "CustomerID",
    "quantity": "Quantity",
    "dateField": "month",
    "listPrice": "StandardDiscount",
    "sourceName": "DM.PrecisionToolsV41Transactions",
    "productLabel": "ProductName",
    "customerLabel": "CustomerName",
    "referencePrice": "LocalListPrice",
    "productHierarchy": [
        "VerticalDemo"
    ],
    "customerHierarchy": [
        "State"
    ],
    "additionalAttributes": []
}

products
Config Example
JSON
{
    "product": "ProductId",
    "sourceName": "DMDS.Product",
    "productHierarchy": [
        "BusinessUnit",
        "ProductGroup",
        "Brand",
        "Competitiveness",
        "SubProductGroup",
        "ProductLine"
    ],
    "productAttributes": [],
    "enableProductSource": true
}

customers
Config Example
JSON
{
    "customer": "CustomerId",
    "sourceName": "DMDS.Customer",
    "customerHierarchy": [
        "City",
        "Country",
        "CustomerClass",
        "CustomerGroup",
        "Segmentation",
        "Industry"
    ],
    "customerAttributes": [
        "City",
        "Country",
        "CustomerClass",
        "CustomerType",
        "Region",
        "SalesOrg",
        "SalesPerson",
        "ParentFieldName",
        "TopLevelHierarchy",
        "TopLevelName"
    ],
    "enableCustomerSource": true
}

general
Config Example
JSON
{
  "ranks": [
    { "type": "Customer", "period": "L12M", "numOfRanks": 10 },
    { "type": "Product", "period": "L12M", "numOfRanks": 10 }
  ],
  "dateRange": "Last 12 full months",
  "productHierarchy": [
    { "order": 1, "source": "DMDS.Product", "fieldName": "BusinessUnit" },
    { "order": 2, "source": "DMDS.Product", "fieldName": "ProductGroup" }
  ],
  "trendsThresholds": [-0.7, 0.1],
  "customerHierarchy": [
    { "order": 1, "source": "DMDS.Customer", "fieldName": "Segmentation" },
    { "order": 2, "source": "DMDS.Customer", "fieldName": "Industry" }
  ],
  "revenueProfitShare": 0.6,
  "healthScoreDefinition": [
    { "order": 1, "change": 20, "healthScore": 100 },
    { "change": 19, "healthScore": 99, "order": 2 },
    { "change": 18, "healthScore": 98, "order": 3 },
    { "change": 17, "healthScore": 97, "order": 4 },
    { "change": 16, "healthScore": 96, "order": 5 },
    { "change": 15, "healthScore": 95, "order": 6 },
    { "change": 14, "healthScore": 94, "order": 7 },
    { "change": 13, "healthScore": 93, "order": 8 },
    { "change": 12, "healthScore": 92, "order": 9 },
    { "change": 11, "healthScore": 91, "order": 10 },
    { "order": 11, "change": 10, "healthScore": 90 },
    { "change": 9.3, "healthScore": 89, "order": 12 },
    { "change": 8.6, "healthScore": 88, "order": 13 },
    { "change": 7.9, "healthScore": 87, "order": 14 },
    { "change": 7.2, "healthScore": 86, "order": 15 },
    { "change": 6.5, "healthScore": 85, "order": 16 },
    { "change": 5.8, "healthScore": 84, "order": 17 },
    { "change": 5.1, "healthScore": 83, "order": 18 },
    { "change": 4.4, "healthScore": 82, "order": 19 },
    { "change": 3.7, "healthScore": 81, "order": 20 },
    { "order": 21, "change": 3, "healthScore": 80 },
    { "change": 2.95, "healthScore": 79, "order": 22 },
    { "change": 2.9, "healthScore": 78, "order": 23 },
    { "change": 2.85, "healthScore": 77, "order": 24 },
    { "change": 2.8, "healthScore": 76, "order": 25 },
    { "change": 2.75, "healthScore": 75, "order": 26 },
    { "change": 2.7, "healthScore": 74, "order": 27 },
    { "change": 2.65, "healthScore": 73, "order": 28 },
    { "change": 2.6, "healthScore": 72, "order": 29 },
    { "change": 2.55, "healthScore": 71, "order": 30 },
    { "change": 2.5, "healthScore": 70, "order": 31 },
    { "change": 2.45, "healthScore": 69, "order": 32 },
    { "change": 2.4, "healthScore": 68, "order": 33 },
    { "change": 2.35, "healthScore": 67, "order": 34 },
    { "change": 2.3, "healthScore": 66, "order": 35 },
    { "change": 2.25, "healthScore": 65, "order": 36 },
    { "change": 2.2, "healthScore": 64, "order": 37 },
    { "change": 2.15, "healthScore": 63, "order": 38 },
    { "change": 2.1, "healthScore": 62, "order": 39 },
    { "change": 2.05, "healthScore": 61, "order": 40 },
    { "order": 41, "change": 2, "healthScore": 60 },
    { "change": 1.8, "healthScore": 59, "order": 42 },
    { "change": 1.6, "healthScore": 58, "order": 43 },
    { "change": 1.4, "healthScore": 57, "order": 44 },
    { "change": 1.2, "healthScore": 56, "order": 45 },
    { "change": 1.0, "healthScore": 55, "order": 46 },
    { "change": 0.8, "healthScore": 54, "order": 47 },
    { "change": 0.6, "healthScore": 53, "order": 48 },
    { "change": 0.4, "healthScore": 52, "order": 49 },
    { "change": 0.2, "healthScore": 51, "order": 50 },
    { "order": 51, "change": 0, "healthScore": 50 },
    { "change": -0.2, "healthScore": 49, "order": 52 },
    { "change": -0.4, "healthScore": 48, "order": 53 },
    { "change": -0.6, "healthScore": 47, "order": 54 },
    { "change": -0.8, "healthScore": 46, "order": 55 },
    { "change": -1.0, "healthScore": 45, "order": 56 },
    { "change": -1.2, "healthScore": 44, "order": 57 },
    { "change": -1.4, "healthScore": 43, "order": 58 },
    { "change": -1.6, "healthScore": 42, "order": 59 },
    { "change": -1.8, "healthScore": 41, "order": 60 },
    { "order": 61, "change": -2, "healthScore": 40 },
    { "change": -4.425, "healthScore": 39, "order": 62 },
    { "change": -6.85, "healthScore": 38, "order": 63 },
    { "change": -9.275, "healthScore": 37, "order": 64 },
    { "change": -11.7, "healthScore": 36, "order": 65 },
    { "change": -14.125, "healthScore": 35, "order": 66 },
    { "change": -16.55, "healthScore": 34, "order": 67 },
    { "change": -18.975, "healthScore": 33, "order": 68 },
    { "change": -21.4, "healthScore": 32, "order": 69 },
    { "change": -23.825, "healthScore": 31, "order": 70 },
    { "change": -26.25, "healthScore": 30, "order": 71 },
    { "change": -28.675, "healthScore": 29, "order": 72 },
    { "change": -31.1, "healthScore": 28, "order": 73 },
    { "change": -33.525, "healthScore": 27, "order": 74 },
    { "change": -35.95, "healthScore": 26, "order": 75 },
    { "change": -38.375, "healthScore": 25, "order": 76 },
    { "change": -40.8, "healthScore": 24, "order": 77 },
    { "change": -43.225, "healthScore": 23, "order": 78 },
    { "change": -45.65, "healthScore": 22, "order": 79 },
    { "change": -48.075, "healthScore": 21, "order": 80 },
    { "change": -50.5, "healthScore": 20, "order": 81 },
    { "change": -52.925, "healthScore": 19, "order": 82 },
    { "change": -55.35, "healthScore": 18, "order": 83 },
    { "change": -57.775, "healthScore": 17, "order": 84 },
    { "change": -60.2, "healthScore": 16, "order": 85 },
    { "change": -62.625, "healthScore": 15, "order": 86 },
    { "change": -65.05, "healthScore": 14, "order": 87 },
    { "change": -67.475, "healthScore": 13, "order": 88 },
    { "change": -69.9, "healthScore": 12, "order": 89 },
    { "change": -72.325, "healthScore": 11, "order": 90 },
    { "change": -74.75, "healthScore": 10, "order": 91 },
    { "change": -77.175, "healthScore": 9, "order": 92 },
    { "change": -79.6, "healthScore": 8, "order": 93 },
    { "change": -82.025, "healthScore": 7, "order": 94 },
    { "change": -84.45, "healthScore": 6, "order": 95 },
    { "change": -86.875, "healthScore": 5, "order": 96 },
    { "change": -89.3, "healthScore": 4, "order": 97 },
    { "change": -91.725, "healthScore": 3, "order": 98 },
    { "change": -94.15, "healthScore": 2, "order": 99 },
    { "change": -96.575, "healthScore": 1, "order": 100 },
    { "order": 101, "change": -99, "healthScore": 0 }
  ],
  "healthScoreThresholds": [42, 60],
  "marginPercentageGauge": [11, 87],
  "priceRealizationGauge": [0, 64],
  "interpolateHealthScores": true,
  "latestTransactionDate": "2025-12-01",
  "timeRangePeriod": { "START_DATE": "2024-12-01", "END_DATE": "2025-11-30" },
  "priorPeriod": { "START_DATE": "2023-12-01", "END_DATE": "2024-11-30" },
  "last12MonthsPeriod": {
    "START_DATE": "2024-12-01",
    "END_DATE": "2025-11-30"
  },
  "productAttributes": [],
  "customerAttributes": [
    {
      "source": "DMDS.Customer",
      "fieldName": "City",
      "label": "City",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "Country",
      "label": "Country",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "CustomerClass",
      "label": "Customer Class",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "CustomerType",
      "label": "Customer Type",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "Region",
      "label": "Region",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "SalesOrg",
      "label": "Sales Org",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "SalesPerson",
      "label": "Sales Person",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "ParentFieldName",
      "label": "Parent Field Name",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "TopLevelHierarchy",
      "label": "Top Level Hierarchy",
      "tabName": "customers"
    },
    {
      "source": "DMDS.Customer",
      "fieldName": "TopLevelName",
      "label": "Top Level Name",
      "tabName": "customers"
    }
  ],
  "additionalAttributes": []
}

waterfall
Config Example
JSON
{
    "percentBaseField": "LocalListPrice",
    "waterfallInputMatrix": [
        {
            "label": "Global List Price",
            "level": 0,
            "order": "1",
            "source": "GlobalListPrice"
        },
        {
            "label": "Local Adjustments",
            "level": 0,
            "order": "2"
        },
        {
            "label": "Local Adjustment",
            "level": 1,
            "order": "2.1",
            "source": "LocalAdjustment",
            "reverse": "true",
            "selected": true
        },
        {
            "label": "Customer Rebate",
            "level": 1,
            "order": "2.2",
            "source": "CustomerRebate",
            "reverse": "true"
        },
        {
            "sum": "true",
            "label": "LocalListPrice",
            "level": 0,
            "order": "3"
        },
        {
            "label": "Discounts",
            "level": 0,
            "order": "4"
        },
        {
            "label": "Customer Discount",
            "level": 1,
            "order": "4.1",
            "source": "CustomerDiscount",
            "reverse": "true"
        },
        {
            "label": "Standard Discount",
            "level": 1,
            "order": "4.2",
            "source": "StandardDiscount",
            "reverse": "true"
        },
        {
            "sum": "true",
            "label": "Gross Margin",
            "level": 0,
            "order": "5"
        }
    ]
}

See Also