Logic Documentation (Insights Dashboards)

Revenue and Profit Logics

ID_Dashboard_RevenueAndProfit

The core logic for the Revenue And Profit dashboard which defines dashboard's queries and portlets. The purpose of this logic is to provide data queries and render portlets.

Empty elements are separators with the following naming pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_RevenueAndProfit Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`WarningManager`	Initializes the Warning Manager which handles most of the exceptions thrown.
`___UTILS___`	Separator element.
`DashboardUtils`	Provides shared methods for query and portlets elements.
`___INPUTS___`	Separator element.
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`___QUERY___`	Separator element.
`ProductColorBy`	Retrieves the product color-by field from the configurator inputs, used to assign colors to product categories in charts. Default configuration sets Color Product By to the first level of the product hierarchy. When this is the same as Product Category, the corresponding chart uses a single color for all points.
`CustomerColorBy`	Retrieves the customer color-by field from the configurator inputs, used to assign colors to customer categories in charts. Default configuration sets Color Customer By to the first level of the customer hierarchy. When this is the same as Customer Category, the corresponding chart uses a single color for all points.
`PerTotalMetricsQuery`	Queries the Aggregated Transactions DMT for total metrics with the selected filters.
`PerMonthQuery`	Queries the Aggregated Transactions DMT aggregated by month with the selected filters.
`PerProductCategoryQuery`	Queries the Aggregated Transactions DMT aggregated by product category with the selected filters.
`PerCustomerCategoryQuery`	Queries the Aggregated Transactions DMT aggregated by customer category with the selected filters.
`PerProductRankQuery`	Queries the Aggregated Transactions DMT aggregated by product rank with the selected filters.
`PerCustomerRankQuery`	Queries the Aggregated Transactions DMT aggregated by customer rank with the selected filters.
`___PORTLETS___`	Separator element.
`SummaryTable`	Renders a Summary Table portlet displaying total metrics.
`RevenueMarginOverTimeChart`	Renders a column and spline type chart displaying changes to revenue and margin % over the selected time period.
`RevenueMarginByProductCategoryChart`	Renders a scatter type chart displaying Revenue and Margin % for each product category.
`RevenueMarginByCustomerCategoryChart`	Renders a scatter type chart displaying Revenue and Margin % for each customer category.
`ProductContributionChart`	Renders a column type chart displaying product count for each product rank.
`CustomerContributionChart`	Renders a column type chart displaying customer count for each customer rank.
`PriceWaterfallChart`	Renders waterfall type chart with drilldown displaying price components information.
`___SELECTED_MODEL___`	Separator element.
`SelectedModel`	Displays a portlet with link to the model object that is used to query the data shown in this dashboard.

ID_Dashboard_RevenueAndMargin_Configurator

The configurator logic for the Revenue And Profit dashboard which defines its inputs. The purpose of this logic is to generate inputs for the dashboard.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_RevenueAndMargin_Configurator Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`___BASE_INPUTS___`	Separator element.
`Customers`	Creates a Customers picker input used to filter the Revenue and Profit dashboard by selected customer(s).
`Products`	Creates a Products picker input used to filter the Revenue and Profit dashboard by selected product(s).
`ReviewPeriod`	Creates a Review Period input for selecting the review period (date range) for the dashboard.
`GeneralFilter`	Creates a General Filter input providing additional common filters for customers, products and other dimensions.
`___ADVANCED_INPUTS___`	Separator element.
`TimePeriod`	Creates a Time Period input defining the time aggregation (for example, month) used in time-based charts and tables.
`CustomerCategory`	Creates a Customer Category input used to filter or group results by customer category.
`CustomerColorBy`	Creates a Customer Color By input defining which customer attribute is used to color customers in relevant charts. Default configuration sets Color Customer By to the first level of the customer hierarchy. When this is the same as Customer Category, the corresponding chart uses a single color for all points.
`ProductCategory`	Creates a Product Category input used to filter or group results by product category.
`ProductColorBy`	Creates a Product Color By input defining which product attribute is used to color products in relevant charts. Default configuration sets Color Product By to the first level of the product hierarchy. When this is the same as Product Category, the corresponding chart uses a single color for all points.
`RevenueAxisScale`	Creates a Revenue Axis Scale input allowing configuration of the revenue axis scaling (for example linear vs. logarithmic or range presets) in Revenue and Profit charts.
`MoreOptionsCollapsible`	Defines the “More Options” collapsible container grouping advanced inputs such as Time Period, category and color-by options, and axis scale.

Customers Overview Logics

The core logic for the Customers Overview dashboard which defines dashboard's queries and portlets. The purpose of this logic is to provide data queries and render portlets.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

ID_Dashboard_CustomersOverview

Element Description

ID_Dashboard_CustomersOverview Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___MANAGERS___`	Separator element.
`WarningManager`	Initializes the Warning Manager that handles most of the exceptions thrown.
`ConfigManager`	Initializes the config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`___UTILS___`	Separator element.
`DashboardUtils`	Provides shared methods for query and portlets elements.
`___INPUTS___`	Separator element
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`___ROLLING_PERIOD_QUERY___`	Separator element.
`RollingPeriodQueryPerCustomerCategory`	Queries the Customer Product Rolling Period DMT with the selected filters.
`___TRANSACTIONS_PERIOD___`	Separator element.
`PerMonthQuery`	Queries the Aggregated Transactions DMT aggregated by month with the selected filters.
`PerProductCategoryQuery`	Queries the Aggregated Transactions DMT aggregated by product category with the selected filters.
`TotalMetricsQuery`	Queries the Aggregated Transactions DMT for total metrics with the selected filters.
`___PORTLETS___`	Separator element.
`SummaryTable`	Renders a Summary Table portlet displaying total metrics.
`KeyMetricsChart`	Renders a column type chart displaying total metrics.
`RevenueMarginPercentageOverTimeChart`	Renders a column and spline type chart displaying changes to revenue and margin % over selected time period.
`RevenueByProductHierarchyChart`	Renders a tree map type chart with drilldown displaying revenue per product category on selected hierarchy level.
`RevenueL12MOpportunityByCustomerCategoryTable`	Renders a table displaying revenue, profit and opportunities by customer category with on click event on customer category displaying `RevenueL12MOpportunityByCustomerTable` for products in selected category.
`RevenueL12MOpportunityByCustomerTable`	Renders a table displaying revenue, profit and opportunities by customer, opened by on click event in `RevenueL12MOpportunityByCustomerCategoryTable` on product category displaying `OpportunitiesByProductTable` for products in selected category.
`___SELECTED_MODEL___`	Separator element.
`SelectedModel`	Displays a portlet with link to the model object that is used to query the data shown in this dashboard.

ID_Dashboard_CustomersOverview_Configurator

The configurator logic for the Customers Overview dashboard which defines its inputs. The purpose of this logic is to generate inputs for the dashboard.

Element Description

ID_Dashboard_CustomersOverview_Configurator Element Description

Element	Description
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`___BASE_INPUTS___`	Separator element.
`ReviewPeriod`	Creates a Review Period input for selecting the review period (date range) for the dashboard.
`CustomerHierarchy`	Creates a Customer Hierarchy input allowing selection of the Customer Hierarchy filter used across the dashboard.
`CustomerRank`	Creates a Customer Rank input used to filter data by customer rank.
`ProductHierarchy`	Creates a Product Hierarchy input allowing selection of the product aggregation level used across the dashboard.
`GeneralFilter`	Creates a General Filter input providing additional common filters for customers, products and other dimensions.
`__ADVANCED_INPUTS___`	Separator element.
`TimePeriod`	Creates a Time Period input defining the time aggregation (for example, month) used in time-based charts and tables.
`CustomerCategory`	Creates a Customer Category input used to filter or group results by customer category.
`MoreOptionsCollapsible`	Defines the “More Options” collapsible container grouping advanced inputs such as Time Period and Customer Category.

ID_Dashboard_CustomersOverview_EmbeddedTable

The logic is a dashboard logic for the Customers Overview embedded table. It is used as a sub-dashboard that renders the "Revenue and L12M Opportunity by Customer" drill-down table when a user clicks on a customer category row in the parent Customers Overview dashboard.

Element Description

ID_Dashboard_CustomersOverview_EmbeddedTable Element Description

Element	Description
`___INPUTS___`	Separator element.
`AbortInputGeneration`	Standard Abort Input Generation element.
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`___PARENT_DATA___`	Separator element.
`Configurator`	Reads inputs and context parameters from the parent Customers Overview dashboard, and provides them to the embedded table.
`SelectedColumnValue`	Reads the value of the selected column from the parent portlet and uses it as a filter for the embedded table.
`___QUERY___`	Separator element.
`RollingPeriodQueryPerCustomer`	Queries the Customer Product Rolling Period DMT reusing Customers Overview filters and the selected parent context to retrieve detailed L12M data for the embedded table.
`___REVENUE_L12M_OPPORTUNITY_BY_CUSTOMER___`	Separator element.
`RevenueL12MOpportunityByCustomerTable`	Renders an embedded table displaying revenue, profit and L12M opportunity by customer, filtered by the row selected in the parent `RevenueL12MOpportunityByCustomerCategoryTable`.

ID_Dashboard_CustomersOverview_EmbeddedTable_CustomerOverview_ContextLink

The logic is a context link logic for the Customers Overview embedded table. It provides a link from a customer row in the Customers Overview embedded table to the Customer Performance dashboard, passing the selected customer (and related filters) as context.

Element Description

ID_Dashboard_CustomersOverview_EmbeddedTable_CustomerOverview_ContextLink Element Description

Element	Description
`ContextLink`	Creates a context link definition that opens the Customer Performance dashboard from the Customers Overview embedded table, passing the selected customer(s) (and related filters) as navigation context.

Customer Performance Logics

ID_Dashboard_CustomerPerformance

The core logic for the Customer Performance dashboard which defines dashboard's queries and portlets. The purpose of this logic is to provide data queries and render portlets.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_CustomerPerformance Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___MANAGER___`	Separator element.
`WarningManager`	Initializes the Warning Manager which handles most of the exceptions thrown.
`ConfigManager`	Initializes config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`___UTILS___`	Separator element.
`DashboardUtils`	Provides shared methods for query and portlets elements.
`___INPUTS___`	Separator element.
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`InputValidation`	Checks if the Inputs are valid, throws an error if not.
`IsReferencePriceExtendedAvailableInTransactionsDMT`	Determines whether the configured Reference Price field is an extended field available in the Aggregated Transactions DMT, affecting how pricing metrics are queried.
`___QUERIES___`	Separator element.
`TotalMetricsQuery`	Queries the Aggregated Transactions DMT for total metrics with the selected filters and customer.
`PerMonthTransactionsQuery`	Queries the Aggregated Transactions DMT aggregated by month with the selected filters and customer.
`ProductHierarchyQuery`	Queries the Aggregated Transactions DMT aggregated by product hierarchy with the selected filters and customer.
`ProductRankQuery`	Queries the Aggregated Transactions DMT aggregated by product rank with the selected filters and customer.
`OpportunitiesByProductCategoryQuery`	Queries the Customer Product Rolling Period DMT for pricing opportunity metrics by product category for the selected customer.
`___ADDITIONAL_CALCULATIONS___`	Separator element.
`YearlyTrends`	Computes year-over-year revenue and profit trends for the selected customer by comparing the current and previous periods.
`CustomerHierarchyMap`	Builds a map of customer hierarchy field values for the selected customer, used in summary display.
`___PORTLETS___`	Separator element.
`SummaryTable`	Renders a Summary Table portlet displaying total metrics for the selected customer.
`KeyMetricsChart`	Renders a column type chart displaying total metrics for the selected customer.
`RevenueMarginPercentageOverTimeChart`	Renders column and spline type charts displaying changes to revenue and margin % over selected time period
`RevenueByProductHierarchyChart`	Renders a tree map type chart with drilldown displaying revenue per product category on selected hierarchy level.
`ProductContributionChart`	Renders a column type chart displaying product count for each product rank.
`PricingOpportunityByProductCategoryChart`	Renders a pie type chart displaying pricing opportunity per product category on selected hierarchy level.
`PriceWaterfallChart`	Renders a waterfall type chart with drilldown displaying price components information.
`OpportunitiesByProductCategoryTable`	Renders a table displaying opportunities by product category with on click event on product category displaying `OpportunitiesByProductTable` for products in selected category.
`OpportunitiesByProductTable`	Renders table displaying opportunities by product, opened by on click event in `OpportunitiesByProductCategoryTable` on product category displaying `OpportunitiesByProductTable` for products in selected category.
`___SELECTED_MODEL___`	Separator element.
`SelectedModel`	Displays a portlet with link to the model object that is used to query the data shown in this dashboard.

ID_Dashboard_CustomerPerformance_Configurator

The configurator logic for the Customer Performance dashboard which defines its inputs. The purpose of this logic is to generate inputs for the dashboard.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_CustomerPerformance_Configurator Element Description

Element	Description
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`___BASE_INPUTS___`	Separator element.
`Customer`	Creates a Customer picker input used to filter the dashboard data to selected customer(s).
`ReviewPeriod`	Creates a Review Period input for selecting the review period (date range) for the dashboard.
`GeneralFilter`	Creates a General Filter input providing additional common filters for customers, products and other dimensions.
`ProductHierarchy`	Creates a Product Hierarchy input allowing selection of the product aggregation level used across the dashboard.
`ProductRank`	Creates a Product Rank input used to filter data by product rank.
`___ADVANCED_INPUTS___`	Separator element.
`TimePeriod`	Creates a Time Period input defining the time aggregation (for example, month) used in time-based charts and tables.
`ProductCategory`	Creates a Product Category input used to filter or group results by the selected product category.
`MoreOptionsCollapsible`	Defines the “More Options” collapsible container grouping advanced inputs such as Time Period and Product Category.

ID_Dashboard_CustomerPerformance_EmbeddedTable

The logic is a dashboard logic for the Customer Performance embedded table. It is used as a sub-dashboard that renders the Opportunities By Product drill-down table when a user clicks on a product category row in the parent Customer Performance dashboard.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_CustomerPerformance_EmbeddedTable Element Description

Element	Description
`___INPUTS___`	Separator element.
`AbortInputGeneration`	Standard Abort Input Generation element.
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`___PARENT_DATA___`	Separator element.
`Configurator`	Reads inputs and context parameters from the parent Customer Performance dashboard, and provides them to the embedded table.
`SelectedColumnValue`	Reads the value of the selected column from the parent portlet and uses it as filter for the embedded table.
`___QUERY___`	Separator element.
`OpportunitiesByProductQuery`	Queries the Customer Product Rolling Period DMT reusing Customer Performance filters and the selected parent context to retrieve detailed data for the embedded table.
`___OPPORTUNITIES_BY_PRODUCT___`	Separator element.
`OpportunitiesByProductTable`	Renders an embedded table displaying opportunities by product, filtered by the selected parent row and shared filters from Customer Performance.

Customer Trends Logics

ID_Dashboard_CustomerTrends

The core logic for the Customer Trends dashboard which defines dashboard's queries and portlets. The purpose of this logic is to generate data queries and portlets.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_CustomerTrends Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___MANAGERS___`	Separator element.
`WarningManager`	Initializes the Warning Manager that handles most of the exceptions thrown.
`ConfigManager`	Initializes config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`___UTILS___`	Separator element.
`DashboardUtils`	Provides shared methods for query and portlets elements.
`___INPUTS___`	Separator element.
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`___QUERIES___`	Separator element.
`CustomerHealthScoreQuery`	Queries the Customer Rolling Period DMT for customer health score data with the selected filters.
`RollingPeriodAggregatedByCategoryQuery`	Queries the Customer Rolling Period DMT aggregated by customer category for rolling period trend metrics.
`TotalMetricsQuery`	Queries the Aggregated Transactions DMT for total metrics with the selected filters.
`ProductHierarchyQuery`	Queries the Aggregated Transactions DMT aggregated by product hierarchy with the selected filters.
`PerMonthTransactionsQuery`	Queries the Aggregated Transactions DMT aggregated by month with the selected filters.
`AggregationFieldLabel`	Retrieves the label of the selected customer category aggregation field for display in table headers.
`___ADDITIONAL_CALCULATIONS___`	Separator element.
`YearlyTrends`	Computes year-over-year revenue and profit trends by comparing the current and previous periods across all customers.
`__PORTLETS__`	Separator element.
`SummaryTable`	Renders a Summary Table portlet displaying total metrics.
`KeyMetricsChart`	Renders a column type chart displaying total metrics.
`RevenueMarginPercentageOverTimeChart`	Renders a column and spline type chart displaying changes to revenue and margin % over selected time period.
`RevenueByProductHierarchy`	Renders a tree map type chart with drilldown displaying revenue per product category on selected hierarchy level.
`RevenueProfitTrendsChart`	Renders a bubble chart displaying revenue and profit trends over time, optionally by customer category.
`HealthScoreByCustomerRankChart`	Renders a heatmap chart displaying customer health score and rank based on defined KPIs.
`TrendsByCustomerCategoryTable`	Renders a table displaying revenue, profit and trend metrics by customer category with on click event opening `TrendsByCustomerTable` for customers in the selected category.
`TrendsByCustomerTable`	Renders a table displaying revenue, profit and trend metrics by customer, typically opened from `TrendsByCustomerCategoryTable` for selected category.
`__SELECTED_MODEL__`	Separator element.
`SelectedModel`	Displays a portlet with link to the model object that is used to query the data shown in this dashboard.

ID_Dashboard_CustomerTrends_Configurator

The configurator logic for Customer Trends dashboard which defines Customer Trends inputs. The purpose of this logic is to generate inputs for the dashboard.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_CustomerTrends_Configurator Element Description

Element	Description
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`___BASE_INPUTS___`	Separator element.
`CustomerHierarchy`	Creates a Customer Hierarchy input allowing selection of the CustomerHierarchy filter used across the Customer Trends dashboard.
`CustomerRank`	Creates a Customer Rank input used to filter data by customer rank.
`CustomerHealthScore`	Creates a Customer Health Score input used to filter customers by their health score range.
`Customer`	Creates a Customer picker input used to focus the analysis on selected customer(s).
`___ADVANCED_INPUTS___`	Separator element.
`TimePeriod`	Creates a Time Period input defining the time aggregation (for example, month) used in time-based charts and tables.
`CustomerCategoryAggregationLevel`	Creates a Customer Category Aggregation Level input defining how customers are grouped into categories (e.g. Industry, Segmentation, Country, City, Customer Group, Customer Class).
`MoreOptionsCollapsible`	Defines the “More Options” collapsible container grouping advanced inputs such as Time Period and Customer Category Aggregation Level.

ID_Dashboard_CustomerTrends_EmbeddedTable

The logic for the embedded table TrendByCustomerTable in the Customer Trends dashboard. This table is accessed by an event in TrendByCustomerCategoryTable.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Dashboard_CustomerTrends_EmbeddedTable Element Description

Element	Description
`___INPUTS___`	Separator element.
`AbortInputGeneration`	Standard Abort Input Generation element.
`Configurator`	Reads inputs and context parameters from the parent Customer Trends dashboard, providing them to the embedded table.
`___MANAGERS___`	Separator element.
`ConfigManager`	Initializes config manager for model utils.
`CacheManager`	Initializes the Cache Manager for caching query results.
`___PARENT_DATA___`	Separator element.
`SelectedColumnValue`	Reads the value of the selected column from the parent portlet and uses it as filter for the embedded table.
`___QUERY___`	Separator element.
`RollingPeriodAggregatedByCustomerQuery`	Queries the Customer Rolling Period DMT filtered by the selected customer category and parent dashboard filters, returning per-customer trend metrics.
`___TRENDS_BY_CUSTOMER___`	Separator element.
`TrendsByCustomerTable`	Renders an embedded table displaying trends and performance metrics by customer, driven by the selection in the parent `TrendsByCustomerCategoryTable`.

ID_Dashboard_CustomerTrends_EmbeddedTable_CustomerPerformance_ContextLink

The logic is a context link logic for the Customer Trends embedded table. It provides a link from a customer row in the Customer Trends embedded table to the Customer Performance dashboard, passing the selected customer (and related filters) as context.

Element Description

ID_Dashboard_CustomerTrends_EmbeddedTable_CustomerPerformance_ContextLink Element Description

Element	Description
`ContextLink`	Creates a context link definition that opens the Customer Performance dashboard from the Customer Trends embedded table, passing the selected customer(s) (and related filters) as navigation context.

Insights Configuration Model Class Logics

ID_Model_Definition_Transactions_Tab

The logic is an evaluation logic of the Insights Dashboards Model Class. It implements the Transactions tab in the Definition step of the model.

Element Description

ID_Model_Definition_Transactions_Tab Element Description

Element	Description
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`SelectedColumns`	Builds the list of selected columns from the configurator inputs, in a structured form used by the preview queries.
`SelectedTransactions`	Returns a ResultPAQuery table labeled “Selected Transactions” showing all transactions from the chosen DS that pass the configured filter, with the columns defined by SelectedColumns.
`FilteredOutTransactions`	Returns a ResultPAQuery table labeled “Filtered out” showing transactions from the chosen Transactions source that are excluded by the configured filter or scope, using the same column selection as SelectedTransactions.

ID_Model_Definition_Transactions_Tab_Configurator

The configurator logic for Transactions tab which defines Transactions tab’s inputs. The purpose of this logic is to generate inputs for the tab.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Model_Definition_Transactions_Tab_Configurator Elements Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___INPUTS___`	Separator element.
`GeneralEntry`	Defines the general / source inputs for the Transactions tab configurator, including Source Name, Filter, and Date.
`ProductEntry`	Defines the product‑related inputs taken from the Transactions source: Product, Product Label, Product Hierarchy, and Product Attributes.
`CustomerEntry`	Defines the customer‑related inputs taken from the Transactions source: Customer, Customer Label, Customer Hierarchy, and Customer Attributes.
`TransactionEntry`	Defines the transaction‑metric and additional attribute inputs: Additional Attributes, List Price, Reference Price, Revenue, Profit, and Quantity.

ID_Model_Definition_Products_Tab

The logic is an evaluation logic of the Insights Dashboards Model Class. It implements the Products tab in the Definition step of the model.

Element Description

ID_Model_Definition_Products_Tab Element Description

Element	Description
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`IsProductSourceEnabled`	Evaluates the value of the Enable Product Source input and returns a Boolean used as a condition for downstream elements (SelectedColumns, SelectedProducts, FilteredOutProducts).
`SelectedColumns`	Builds the list of selected columns (defined in Product, Product Hierarchy, and Product Attributes inputs) from the configurator inputs, in a structured form used by the preview queries.
`SelectedProducts`	When `IsProductSourceEnabled` is true, returns a ResultPAQuery table labeled “Selected Products” showing all products from the chosen DS that pass the configured filter, with the columns defined by SelectedColumns.
`FilteredOutProducts`	When `IsProductSourceEnabled` is true, returns a ResultPAQuery table labeled “Filtered out” showing products from the chosen DS that are excluded by the configured filter or scope, using the same column selection as SelectedProducts.

ID_Model_Definition_Products_Tab_Configurator

The configurator logic for Products tab which defines Products tab’s inputs. The purpose of this logic is to generate inputs for the tab.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Model_Definition_Products_Tab_Configurator Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___INPUT___`	Separator element.
`ProductEntry`	Creates the configurator entry for the Products tab, defining how the Product‑related inputs (Enable Product Source, Source Name, Filter, Product, Product Hierarchy, and Product Attributes) are rendered and grouped in the UI.

ID_Model_Definition_Customers_Tab

The logic is an evaluation logic of the Insights Dashboards Model Class. It implements the Customers tab in the Definition step of the model.

Element Description

ID_Model_Definition_Customers_Tab Element Description

Element	Description
`Configurator`	Generates Inputs as defined by the Configuration.
`AbortInputGeneration`	Standard Abort Input Generation element.
`IsCustomerSourceEnabled`	Evaluates the value of the Enable Customer Source input and returns a Boolean used as a condition for downstream elements (SelectedColumns, SelectedCustomers, FilteredOutCustomers).
`SelectedColumns`	Builds the list of selected columns (defined in Customer, Customer Hierarchy, and Customer Attributes inputs) from the configurator inputs, in a structured form used by the preview queries.
`SelectedCustomers`	When `IsCustomerSourceEnabled` is true, returns a ResultPAQuery table labeled “Selected Customers” showing all customers from the chosen DS that pass the configured filter, with the columns defined by SelectedColumns.
`FilteredOutCustomers`	When `IsCustomerSourceEnabled` is true, returns a ResultPAQuery table labeled “Filtered out” showing customers from the chosen DS that are excluded by the configured filter or scope, using the same column selection as SelectedCustomers.

ID_Model_Definition_Customers_Tab_Configurator

The configurator logic for Customers tab which defines Customers tab’s inputs. The purpose of this logic is to generate inputs for the tab.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Model_Definition_Customers_Tab_Configurator Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___INPUTS___`	Separator element.
`CustomerEntry`	Creates the configurator entry for the Customers tab, defining how the Customer‑related inputs (Enable Customer Source, Source Name, Filter, Customer, Customer Hierarchy, and Customer Attributes) are rendered and grouped in the UI.

ID_Model_Configuration_General_Tab

The configurator logic for General tab which defines General tab’s inputs. The purpose of this logic is to generate inputs for the tab.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Model_Configuration_General_Tab Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`AbortInputGeneration`	Standard Abort Input Generation element.
`___INPUTS___`	Separator element.
`DateRangeEntry`	Defines the Date Range Option input, including available options such as Last 12 full months, Last year + running year, Last 24 full months, etc., and ensures only data within the selected date range are considered in subsequent aggregations.
`RanksEntry`	Defines the Ranks InputMatrix for customer and product ranks: columns Type, Period, Number of Ranks; sets default period (L12M) and validates that Number of Ranks is an integer > 0; drives Customer Rank and Product Rank calculations in the aggregation DMTs and the corresponding rank inputs in dashboards.
`HierarchyEntry`	Defines Product and Customer Hierarchy input matrices that capture the ordered list of hierarchy fields and exclude flags used to build aggregation and filter hierarchies.
`HealthScoreEntry`	Defines Health Score-related inputs such as revenue/profit weighting, health score bands and interpolation options used to derive customer health scores.
`GaugeConfigEntry`	Defines gauge configuration inputs for margin and price realization, including min/max ranges and color thresholds that control how gauge widgets are rendered.
`TrendsThresholdsEntry`	Defines the thresholds for trend classification, specifying “down” (`▼`), “stable” (`▷`) and “up” (`▲`) ranges used to determine and display trend icons in dashboards.

ID_Model_Configuration_Waterfall_Tab

The configurator logic for Waterfall tab which defines Waterfall tab’s inputs. The purpose of this logic is to generate inputs for the tab.

The empty elements are separators with the following name pattern: ___SOME_NAME___.

Element Description

ID_Model_Configuration_Waterfall_Tab Element Description

`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`___INPUTS___`	Separator element.
`WaterfallMappingEntry`	Creates the configurator entry for the Waterfall tab, defining how the Waterfall‑related inputs (Waterfall Definition) are rendered and grouped in the UI.

ID_Model_Review_Default_Tab

The logic is an evaluation logic of the Insights Dashboards Model Class. It implements the default tab (the only tab) in the Review step of the model.

Empty elements are separators with the following naming pattern: ___SOME_NAME___.

Element Description

ID_Model_Review_Default_Tab Element Description

Element	Description
`ConfigurationInformation`	Creates table displaying information about model configuration and calculation (e.g, duplicate fields detected during input selection).
`___AGGREGATED_TRANSACTIONS___`	Separator element.
`AggregatedTransactions`	Returns a ResultPAQuery table labeled “Aggregated Transactions” showing all transactions aggregated by Customer, Product, and Month from the chosen DM and DS(s) that pass the configured filter(s), with the columns defined by user’s inputs and extra columns that later on be used in Insights Dashboards (view Aggregated Transactions (Insights Dashboards) for columns' details).
`___CUSTOMER_ROLLING_PERIOD___`	Separator element.
`CustomerRollingPeriod`	Returns a ResultPAQuery table labeled “Customer Rolling Period”, with the columns defined in Customer Rolling Period (Insights Dashboards).
`___CUSTOMER_PRODUCT_ROLLING_PERIOD___`	Separator element.
`CustomerProductRollingPeriod`	Returns a ResultPAQuery table labeled “Customer Product Rolling Period”, with the columns defined in Customer Product Rolling Period (Insights Dashboards).
`___CROSS_SELL___`	Separator element.
`CrossSell`	Returns a ResultPAQuery table labeled “Cross Sell”, with the columns defined in (view Cross Sell Rolling Period (Insights Dashboards).

ID_Model_Configuration_Calculation

The logic is a calculation logic of the Insights Dashboards Model Class. It runs during the Configuration Calculation phase, before the Data Calculation. Its purpose is to extract and validate all user-provided inputs from the Definition and Configuration steps, persist them into the Configuration DMT, and create the lookup tables (Currency, Configuration Information, Health Score Preview) that are consumed by downstream data calculation and dashboard logics.

Empty elements are separators with the following naming pattern: ___SOME_NAME___.

Element Description

ID_Model_Configuration_Calculation Element Description

Element	Description
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`ProcessingUtils`	Provides shared methods for extracting model inputs into configuration maps, populating the Configuration DMT, validating inputs across all tabs, and detecting duplicate labels between user-selected fields and reserved DMT fields.
`___TABLES___`	Separator element.
`ConfigurationInformationLookupTable`	Creates and registers the Configuration Information parameter table in the model. This table stores informational and warning messages generated during configuration validation (e.g. duplicate field labels).
`ConfigurationTable`	Reads all user inputs from the Definition and Configuration steps (Transactions, Products, Customers, General, and Waterfall tabs), validates them, detects duplicate labels, populates the Configuration DMT with JSON-encoded processed inputs, and writes any validation messages to the Configuration Information parameter table.
`CurrencyLookupTable`	Creates and registers the Currency parameter table in the model. This table stores the currency name and its symbol, used by dashboards for consistent currency display.
`HealthScorePreviewLookupTable`	Creates and populates the Health Score Preview parameter table in the model. This table stores the Health Score Definition configured in the General tab as a matrix. This table is only a readable preview of the JSON-based configuration of the Health Score Definition stored in Configuration table above.

ID_Model_Data_Calculation

The logic is a calculation logic of the Insights Dashboards Model Class. It runs during the Data Calculation phase, after the Configuration Calculation. Its purpose is to read the validated configuration, load the raw transaction data from the configured Datamart (joining with Customer and Product data sources), compute all derived fields (for example: ranks, trends, health scores, etc.), and populate the output DMTs (Source Table, Customer Rank, Product Rank, Customer L12M Trend, Cross Sell Rolling Period, Customer Rolling Period, Customer Product Rolling Period, and Aggregated Transactions) that are consumed by the dashboards.

Empty elements are separators with the following naming pattern: ___SOME_NAME___.

Element Description

ID_Model_Configuration_Calculation Element Description

Element	Description
`___MANAGERS___`	Separator element.
`WarningManager`	Initializes the config manager for model utils.
`___CONFIG___`	Separator element.
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`CustomerIdField`	Retrieves the configured Customer ID field name from the model's configuration.
`ProductIdField`	Retrieves the configured Product ID field name from the model's configuration.
`CustomerNameField`	Retrieves the configured Customer Name (label) field name from the model's configuration.
`ProductNameField`	Retrieves the configured Product Name (label) field name from the model's configuration.
`QuantityField`	Retrieves the configured Quantity field name from the model's configuration.
`TransactionSouce`	Retrieves the transaction Datamart source table reference from the configured source name.
`ExtendedTransactionFields`	Queries the transaction Datamart to discover extended fields available in the source, and returns the list of extended field names.
`ProfitField`	Retrieves the configured Profit field name from the model's configuration.
`RevenueField`	Retrieves the configured Revenue field name from the model's configuration.
`ListPriceField`	Retrieves the configured List Price field name from the model's configuration.
`ReferencePriceField`	Retrieves the configured Reference Price field name from the model's configuration.
`IsReferencePriceFieldExtended`	Determines whether the configured Reference Price field is an extended transaction field by checking if it appears in the `ExtendedTransactionFields` list. This affects how the field is mapped in queries.
`DateField`	Retrieves the configured Date field name from the model's configuration.
`MonthField`	Derives the Month field name by appending "Month" to the configured Date field name.
`QuarterField`	Derives the Quarter field name by appending "Quarter" to the configured Date field name.
`YearField`	Derives the Year field name by appending "Year" to the configured Date field name.
`LatestTransactionDate`	Queries the transaction Datamart to find the latest (most recent) transaction date, used as the reference point for date range and rolling period calculations.
`CustomerHierarchyFields`	Retrieves the configured customer hierarchy field definitions from the model's configuration and generates a sorted list of field configurations used for customer hierarchy groupings in DMTs and dashboards.
`ProductHierarchyFields`	Retrieves the configured product hierarchy field definitions from the model's configuration and generates a sorted list of field configurations used for product hierarchy groupings in DMTs and dashboards.
`CustomerFilterFields`	Retrieves the configured customer attributesfield definitions from the model's configuration, used to build additional customer-dimension attributes in aggregation queries.
`ProductFilterFields`	Retrieves the configured product attribute field definitions from the model's configuration, used to build additional product-dimension attributes in aggregation queries.
`AdditionalFilterFields`	Retrieves any additional (non-customer, non-product) filter field definitions from the model's configuration, used to build supplementary filters in aggregation queries.
`WaterfallComponentFields`	Retrieves the configured waterfall component field definitions from the model's configuration, resolves their source Datamart references, and generates the field configuration list used to include waterfall price components in aggregation DMTs.
`CalculatedWaterfallComponentFields`	Retrieves the configured waterfall component field definitions that are calculated (not sourced from a Datamart field) and generates a field configuration list for computed waterfall components (e.g. derived margins or spreads).
`TransactionMapping`	Builds the field mapping dictionary that maps standard internal field keys (CUSTOMER_ID, PRODUCT_ID, REVENUE, PROFIT, DATE, etc.) to the actual configured Datamart field names, including handling of extended vs. standard Reference Price fields.
`DateRange`	Resolves the configured date range option (e.g. Last 12 full months, Last 24 full months) against the latest transaction date to compute the start and end dates, and saves the computed time range period to the model's configuration.
`TransactionFilter`	Builds the composite query filter expression from the user-defined transaction filter configuration (e.g. exclusions by customer, product, or other criteria defined in the Transactions Tab), applied to the source data load query.
`NumberOfProductRanks`	Retrieves the configured number of product ranks from the model's configuration, used to assign product rank buckets in the Product Rank DMT.
`NumberOfCustomerRanks`	Retrieves the configured number of customer ranks from the model's configuration, used to assign product customer buckets in the Customer Rank DMT.
`HealthScoreDefinition`	Retrieves the configured health score definitions (revenue/profit weightings, bands, and interpolation settings) from the model's configuration, used during Customer Rolling Period aggregation to compute customer health scores.
`RevenueProfitShare`	Retrieves the configured revenue share percentage from the model's configuration, used to weight revenue vs. profit contributions in health score and opportunity calculations.
`___UTILS___`	Separator element.
`ValidationUtils`	Provides a utility method that validates DMT field templates by appending a "(PFX)" suffix to any reserved field label that collides with a user-selected attribute or hierarchy label, preventing column name conflicts in output DMTs.
`___TABLES___`	Separator element.
`DuplicateLabels`	Detects duplicate labels between user-selected fields (hierarchies, filters, attributes) and reserved DMT field templates across all output tables, returning the set of conflicting labels so that `ValidationUtils` can disambiguate them.
`SourceTable`	Creates and registers the Source Table DMT in the model. This intermediate table stores the joined and mapped transaction data (with customer/product hierarchies, filters, and waterfall components) before aggregation.
`CustomerRankTable`	Creates and registers the Customer Rank Table DMT in the model, which stores the computed customer rank assignments.
`ProductRankTable`	Creates and registers the Product Rank Table DMT in the model, which stores the computed product rank assignments.
`CustomerL12MTrendTable`	Creates and registers the Customer L12M Trend Table DMT in the model, which stores last-12-months trend metrics per customer used for trend classification.
`CrossSellRollingPeriodTable`	Creates and registers the Cross Sell Rolling Period Table DMT in the model, which stores cross-sell opportunity metrics per customer-product combination.
`CustomerRollingPeriodTable`	Creates and registers the Customer Rolling Period Table DMT in the model, which stores rolling period aggregated metrics per customer including health scores.
`CustomerProductRollingPeriodTable`	Creates and registers the Customer Product Rolling Period Table DMT in the model, which stores rolling period aggregated metrics per customer-product combination including pricing opportunities.
`AggregatedTransactionsTable`	Creates and registers the Aggregated Transactions Table DMT in the model, which stores the final aggregated transaction data by customer, product, and month.
`___PRE_AGGREGATIONS___`	Separator element.
`SourceTableDataLoad`	Loads raw transaction data from the configured Datamart, joins with Customer and Product data sources to enrich with hierarchy and filter fields, applies the configured transaction filter and date range, maps all fields using `TransactionMapping`, and writes the results into the Source Table DMT.
`SourceTableDataAvailableValidation`	Validates that `SourceTableDataLoad` produced data. If the Source Table is empty after loading, this element fails fast with a clear error so that no aggregation is attempted on an empty dataset.
`SourceTableRollingPeriodFilter`	Prepares a rolling period filter for Source Table DMT by computing the L12M date range from the latest transaction date and marks/filters the Source Table rows that fall within the rolling period window, preparing the data for rolling period aggregations.
`CustomerRankTableDataLoad`	Queries the Source Table to compute customer revenue rankings within the configured date range, assigns each customer to a rank bucket based on the configured number of customer ranks, and loads the results into the Customer Rank Table DMT.
`ProductRankTableDataLoad`	Queries the Source Table to compute product revenue rankings within the configured date range, assigns each product to a rank bucket based on the configured number of product ranks, and loads the results into the Product Rank Table DMT.
`CustomerL12MTrendTableDataLoad`	Queries the Source Table to compute L12M trend metrics per customer (comparing current and previous 12-month periods for revenue and profit), and loads the results into the Customer L12M Trend Table DMT.
`___AGGREGATIONS___`	Separator element.
`CrossSellRollingPeriodAggregation`	Aggregates Source Table data by customer-product combination within the rolling period, joins with Customer Rank and Product Rank data, computes cross-sell opportunity metrics, and loads the results into the Cross Sell Rolling Period Table DMT.
`CustomerRollingPeriodAggregation`	Aggregates Source Table data by customer within the rolling period, joins with Customer Rank and L12M Trend data, computes health scores based on configured revenue/profit weightings, and loads the results into the Customer Rolling Period Table DMT.
`CustomerProductRollingPeriodAggregation`	Aggregates Source Table data by customer-product combination within the rolling period, joins with Customer Rank, Product Rank, and Cross Sell data, computes pricing opportunity metrics (using the configured realization rate), and loads the results into the Customer Product Rolling Period Table DMT.
`AggregatedTransactionsAggregation`	Aggregates Source Table data by customer, product, and month, joins with Customer Rank and Product Rank data, computes per-period metrics (revenue, profit, quantity, margin, waterfall components), and loads the results into the Aggregated Transactions Table DMT.

ID_Model_Configuration_Evaluation

The logic is an evaluation logic of the Insights Dashboards Model Class. It runs during the Configuration step to present read-only previews of the persisted configuration tables (Configuration, Currency, and Configuration Information) so the user can verify the model's configuration state before proceeding to calculation.

Element Description

ID_Model_Configuration_Evaluation Element Description

Element	Description
`ConfigurationTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getConfigurationTable()` to return a read-only preview of the Configuration DMT containing the JSON-encoded processed inputs from all Definition and Configuration tabs.
`CurrencyLookupTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getCurrencyLookupTable()` to return a read-only preview of the Currency lookup table containing the currency code and formatting information resolved from the configured transaction source.
`ConfigurationInformationLookupTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getConfigurationInformationLookupTable()` to return a read-only preview of the Configuration Information lookup table containing informational and warning messages generated during configuration validation.

ID_Model_Data_Evaluation

The logic is an evaluation logic of the Insights Dashboards Model Class. Its sole purpose is to read the aggregated DMTs (which are Cross Sell, Customer Rolling Period, Customer Product Rolling Period, and Aggregated Transactions) and expose them in a structured way to other logics and external consumers. It plays the role of an API for configuration data, not a UI tab.

Element Description

ID_Model_Data_Evaluation Element Description

Element	Description
`CrossSellRollingPeriodTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getCrossSellRollingPeriodTable()` to return a read-only preview of the Cross Sell Rolling Period DMT.
`CustomerRollingPeriodTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getCustomerRollingPeriodTable()` to return a read-only preview of the Customer Rolling Period DMT.
`CustomerProductRollingPeriodTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getCustomerProductRollingPeriodTable()` to return a read-only preview of the Customer Product Rolling Period DMT.
`AggregatedTransactionsTable`	Delegates to `ID_Lib_Model.ModelTableUtils.getAggregatedTransactionsTable()` to return a read-only preview of the Aggregated Transactions DMT.

ID_Model_Approval_WorkFlow

The logic is a workflow formula logic for the Insights Dashboards Model Class (workflowType: model). It is referenced in the InsightsDashboards Model Class definition via workflowFormulaName and controls the approval workflow for model instances.

Element Description

ID_Model_Approval_WorkFlow Element Description

Element	Description
`AbortInputGeneration`	Standard Abort Input Generation element.
`InsightsDashboardModelWorkflow`	Retrieves the model object by its unique name, resolves the workflow type from `ID_Lib_Model.ConstConfig.MODEL_WORKFLOW_TYPE`, and delegates to `libs.ApprovalWorkflow.ApprovalWorkflow.getApprovalWorkflow()` to return the configured approval workflow definition (approval steps, roles, and transitions) for the Insights Dashboards model.

Library Logics

ID_Lib_Model

The logic is a library logic that provides reusable utility classes and configuration constants for the Insights Dashboards model.

Element Description

ID_Lib_Model Element Description

Element	Description
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`ModelEvaluationUtils`	Provides utility methods for model evaluation logics, including PA query building for DMT table previews and result formatting.
`ModelTableUtils`	Provides utility methods for creating, registering, and retrieving DMT tables within the model (Configuration, Currency Lookup, Configuration Information Lookup, Source Table, Customer Rank, Product Rank, Customer L12M Trend, Cross Sell Rolling Period, Customer Rolling Period, Customer Product Rolling Period, and Aggregated Transactions).
`ModelStateUtils`	Provides utility methods for reading and writing model state (configuration inputs, calculated values), and for tracking the model's lifecycle phases.
`ModelUtils`	Provides general-purpose utility methods for model operations (e.g. model lookup, field resolution, source table reference resolution).
`ModelSelectorUtils`	Provides utility methods for building model selector inputs in dashboard logics, allowing users to select which computed model instance to use for a dashboard.
`DefinitionStepUtils`	Provides utility methods for the Definition step, including building configurator filter expressions from user inputs and resolving Datamart source references.
`ConfigurationUtils`	Provides utility methods for the Configuration step, including extracting and validating user inputs, populating the Configuration DMT, and detecting duplicate labels across tabs.
`InputMatrixUtils`	Provides utility methods for working with input matrix configurator inputs, including modification detection (cell changes, row additions/removals, reordering, duplicate button clicks), cell value manipulation, and ordering management.
`InputUtils`	Provides utility methods for building configurator input columns from configuration maps, combining and formatting warning messages, and adding section-level warning messages to configurator entries.
`FormatUtils`	Provides utility methods for formatting section messages (labels, descriptions) with HTML formatting and line separators for display in configurator entries.
`CalendarUtils`	Provides utility methods for calendar and date operations, including month name resolution, date range computation, and rolling period boundary calculation.

ID_Lib_Processing

The logic is a library logic that provides reusable utility classes and configuration constants for the Insights Dashboards dashboard rendering and data processing. These utilities are used across all four dashboards (Revenue & Profit, Customers Overview, Customer Performance, Customer Trends), their embedded tables, as well as the model's calculation.

Element Description

ID_Lib_Processing Element Description

Element	Description
`ConstConfig`	Loads shared configuration constants (labels, keys, structural settings) used by the logic.
`StyleConstConfig`	Provides style-related configuration constants (CSS-like styling maps for charts, tables, gauges, and summary portlets) used for consistent visual presentation across all dashboards.
`InputUtils`	Provides utility methods for building dashboard configurator inputs (customer/product selectors, hierarchy dropdowns, rank filters, date range pickers, time period options, general filter builders) from model configuration.
`MathUtils`	Provides mathematical utility methods for dashboard calculations (percentage computation, safe division, rounding, weighted averages).
`DateUtils`	Provides date utility methods for dashboard processing (date range parsing, period label formatting, month/quarter/year extraction from date strings).
`DataUtils`	Provides data processing utility methods (query result extraction, row filtering, column mapping, data aggregation, sorting, and null-safe value access from Datamart query results).
`FormatUtils`	Provides formatting utility methods for dashboards (number formatting with currency, percentage formatting, color resolution, label truncation, and HTML content generation for summary tables).
`ResultMatrixUtils`	Provides utility methods for building ResultMatrix objects from query results, used for rendering sortable/filterable data tables in dashboard portlets.
`ContextLinkingUtils`	Provides utility methods for building context links between dashboards and embedded tables, including extracting row click context values and constructing navigation parameters.
`ModelDataProviderUtils`	Provides utility methods for querying model DMTs (Aggregated Transactions, Customer Rolling Period, Customer Product Rolling Period, Cross Sell, Customer Rank, Product Rank), including building filtered and aggregated PA queries with the correct field selections and joins.
`ModelConfigurationProviderUtils`	Provides utility methods for reading and parsing the model's Configuration DMT, extracting processed configuration settings (field mappings, hierarchy configurations, waterfall components, filter definitions, health score definitions, gauge thresholds) into structured Maps consumed by dashboard logics.

ID_Lib_Manager

The logic is a library logic that provides reusable manager classes for the Insights Dashboards accelerator. These managers are instantiated across dashboard logics, model calculation logics, and embedded table logics to centralize configuration access, caching, and error handling.

Element Description

ID_Lib_ManagerElement Description

Element	Description
`WarningManager`	Provides the Warning Manager class, which centralizes exception handling and warning message collection. Used by model calculation and dashboard logics to catch, store, and display errors and warnings without aborting the entire calculation.
`CacheManager`	Provides the Cache Manager class, which caches query results and computed values during a single logic execution. Prevents redundant queries when multiple elements in the same logic need the same data (e.g. same DMT table queried for different chart portlets).
`ConfigManager`	Provides the Configuration Manager class, which reads the model's Configuration DMT and exposes a structured interface for accessing all model configuration settings (field mappings, date range, ranks, health score definitions, waterfall components, hierarchy fields, etc.). Used by all dashboard and embedded table logics.