Account Category Report
You can use this JSON structure for configuring an Account Category report. This JSON contains the details to include a chart in the report.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Example
{
"datasources": [
{
"name": "AccountMonthlyMeasures"
}
],
"attributes": {
"productdimension": [
{
"name": "category",
"label": "Category"
},
{
"name": "subcategory",
"label": "Sub Category"
},
{
"name": "brand",
"label": "Brand"
},
{
"name": "product",
"label": "Product"
}
],
"timedimension": [
{
"name": "Total"
}
],
"kpidimension": [
{
"measures": [
{
"name": "APEffectiveBase",
"label": "Baseline"
},
{
"name": "RTRPlanIncrVolume",
"label": "Planned Incr. Volume"
},
{
"name": "RTRAPPlanTotalVolume",
"label": "Planned Total Volume"
},
{
"name": "RTRAPPlanGrossRev",
"label": "Planned Gross Revenue"
},
{
"name": "RTRAPPlanNonPromoSpend",
"label": "Planned Non Promo Spend"
},
{
"name": "RTRAPPlanFixProSpend",
"label": "Planned Fixed Promo Spend"
},
{
"name": "RTRAPPlanVarProSpend",
"label": "Planned Variable Promo Spend"
},
{
"name": "RTRAPPlanTotalProSpend",
"label": "Planned Total Promo Spend"
},
{
"name": "RTRAPPlanNetRevenue",
"label": "Planned Net Revenue"
},
{
"name": "RTRAPPlanGrossProfit",
"label": "Planned Gross Profit"
},
{
"name": "RTRAPPlanProfitMargin",
"label": "Planned Profit Margin"
},
{
"name": "RTRAPPlanROI",
"label": "Planned ROI"
}
],
"type": "filter",
"name": "Planning"
},
{
"measures": [
{
"name": "APLETotalVolumeResult",
"label": "LE Volume"
},
{
"name": "APLEGrossRevResult",
"label": "LE Gross Revenue"
},
{
"name": "APLENPSResult",
"label": "LE Non Promo Spend"
},
{
"name": "APLETotalPromoSpendResult",
"label": "LE Promo Spend"
},
{
"name": "APLENetRevResult",
"label": "LE Net Revenue"
},
{
"name": "APLETotalProfitResult",
"label": "LE Gross Profit"
},
{
"name": "RTRAPLEProfitMargin",
"label": "LE Profit Margin"
},
{
"name": "RTRAPLEROI",
"label": "LE ROI"
}
],
"type": "filter",
"name": "Latest Estimate"
},
{
"measures": [
{
"name": "APActualizedTotalVolume",
"label": "Actual Total Volume"
},
{
"name": "APActualGrossRevResult",
"label": "Actual Gross Revenue"
},
{
"name": "APActualNonPromoSpend",
"label": "Actual Non Promo Spend"
},
{
"name": "APActualTotalPromoSpend",
"label": "Actual Total Promo Spend"
},
{
"name": "APActualNetRevenue",
"label": "Actual Net Revenue"
},
{
"name": "APActualGrossProfit",
"label": "Actual Gross Profit"
},
{
"name": "RTRAPActualProfitMargin",
"label": "Actual Profit Margin"
},
{
"name": "RTRAPActualROI",
"label": "Actual ROI"
}
],
"type": "filter",
"name": "Actual"
},
{
"measures": [
{
"name": "APEffectiveBase",
"label": "Baseline"
},
{
"name": "RTRPlanIncrVolume",
"label": "Planned Incr. Volume"
},
{
"name": "RTRAPPlanTotalVolume",
"label": "Planned Total Volume"
},
{
"name": "RTRAPPlanGrossRev",
"label": "Planned Gross Revenue"
},
{
"name": "RTRAPPlanNonPromoSpend",
"label": "Planned Non Promo Spend"
},
{
"name": "RTRAPPlanFixProSpend",
"label": "Planned Fixed Promo Spend"
},
{
"name": "RTRAPPlanVarProSpend",
"label": "Planned Variable Promo Spend"
},
{
"name": "RTRAPPlanTotalProSpend",
"label": "Planned Total Promo Spend"
},
{
"name": "RTRAPPlanNetRevenue",
"label": "Planned Net Revenue"
},
{
"name": "RTRAPPlanGrossProfit",
"label": "Planned Gross Profit"
},
{
"name": "RTRAPPlanProfitMargin",
"label": "Planned Profit Margin"
},
{
"name": "RTRAPPlanROI",
"label": "Planned ROI"
},
{
"name": "APLETotalVolumeResult",
"label": "LE Volume"
},
{
"name": "APLEGrossRevResult",
"label": "LE Gross Revenue"
},
{
"name": "APLENPSResult",
"label": "LE Non Promo Spend"
},
{
"name": "APLETotalPromoSpendResult",
"label": "LE Promo Spend"
},
{
"name": "APLENetRevResult",
"label": "LE Net Revenue"
},
{
"name": "APLETotalProfitResult",
"label": "LE Gross Profit"
},
{
"name": "RTRAPLEProfitMargin",
"label": "LE Profit Margin"
},
{
"name": "RTRAPLEROI",
"label": "LE ROI"
},
{
"name": "APActualizedTotalVolume",
"label": "Actual Total Volume"
},
{
"name": "APActualGrossRevResult",
"label": "Actual Gross Revenue"
},
{
"name": "APActualNonPromoSpend",
"label": "Actual Non Promo Spend"
},
{
"name": "APActualTotalPromoSpend",
"label": "Actual Total Promo Spend"
},
{
"name": "APActualNetRevenue",
"label": "Actual Net Revenue"
},
{
"name": "APActualGrossProfit",
"label": "Actual Gross Profit"
},
{
"name": "RTRAPActualProfitMargin",
"label": "Actual Profit Margin"
},
{
"name": "RTRAPActualROI",
"label": "Actual ROI"
}
],
"type": "filter",
"name": "All"
},
{
"measures": [
{
"name": "RTRAPPlanTotalVolume",
"label": "Planned Volume"
},
{
"name": "RTRAPPlanGrossRev",
"label": "Planned Gross Revenue"
},
{
"name": "RTRAPPlanNonPromoSpend",
"label": "Planned Non Promo Spend"
},
{
"name": "RTRAPPlanTotalProSpend",
"label": "Planned Spend"
},
{
"name": "RTRAPPlanNetRevenue",
"label": "Planned Net Revenue"
},
{
"name": "RTRAPPlanGrossProfit",
"label": "Planned Gross Profit"
},
{
"name": "RTRAPPlanProfitMargin",
"label": "Planned Profit Margin"
},
{
"name": "RTRAPPlanROI",
"label": "Planned ROI"
},
{
"name": "APLETotalVolumeResult",
"label": "LE Volume"
},
{
"name": "APLEGrossRevResult",
"label": "LE Gross Revenue"
},
{
"name": "APLENPSResult",
"label": "LE Non Promo Spend"
},
{
"name": "APLETotalPromoSpendResult",
"label": "LE Promo Spend"
},
{
"name": "APLENetRevResult",
"label": "LE Net Revenue"
},
{
"name": "APLETotalProfitResult",
"label": "LE Gross Profit"
},
{
"name": "RTRAPLEProfitMargin",
"label": "LE Profit Margin"
},
{
"name": "RTRAPLEROI",
"label": "LE ROI"
},
{
"name": "APActualizedTotalVolume",
"label": "Actual Total Volume"
},
{
"name": "APActualGrossRevResult",
"label": "Actual Gross Revenue"
},
{
"name": "APActualNonPromoSpend",
"label": "Actual Non Promo Spend"
},
{
"name": "APActualTotalPromoSpend",
"label": "Actual Total Promo Spend"
},
{
"name": "APActualNetRevenue",
"label": "Actual Net Revenue"
},
{
"name": "APActualGrossProfit",
"label": "Actual Gross Profit"
},
{
"name": "RTRAPActualProfitMargin",
"label": "Actual Profit Margin"
},
{
"name": "RTRAPActualROI",
"label": "Actual ROI"
},
{
"name": "RTRAPPlanVsLYVolume",
"label": "Planned vs LY Volume %"
},
{
"name": "APPlanvsTargetVolume",
"label": "Planned vs Target Volume"
},
{
"name": "APLEVolumevsTargetResult",
"label": "LE vs Target Volume"
},
{
"name": "APTargetVolume",
"label": "Target Volume"
}
],
"type": "scorecard",
"name": "ScoreCard"
}
]
},
"filters": [
{
"label": "Period",
"type": "periodmonth",
"name": "periodmonth"
},
{
"type": "multiselect",
"name": "accountsfids",
"label": "Accounts",
"source": "PlanAccounts",
"required": true
},
{
"type": "multiselect",
"label": "Categories",
"level": "category",
"name": "productsfids",
"source": "Products",
"required": true
},
{
"type": "multiselect",
"label": "Promotion Template",
"name": "promo_templatesfid",
"source": "PromotionTemplate",
"required": true
},
{
"type": "multiselect",
"name": "promo_phase",
"label": "Promotion Phase",
"source": "PromotionPhase",
"defaultValue": [
"Planning"
]
},
{
"type": "singleselect",
"name": "productlevel",
"label": "Lowest Product Level",
"source": "ProductDimension"
},
{
"type": "singleselect",
"name": "kpigroup",
"label": "KPI Set",
"source": "KPIGroup"
}
],
"uimapping": {
"ProgressBar1": {
"KPIGroup": "ScoreCard",
"value": "APActualizedTotalVolume",
"minValue": 0,
"maxValue": "RTRAPPlanTotalVolume"
},
"ProgressBar2": {
"KPIGroup": "ScoreCard",
"value": "APActualGrossRevResult",
"minValue": 0,
"maxValue": "RTRAPPlanGrossRev"
},
"ProgressBar3": {
"KPIGroup": "ScoreCard",
"value": "APActualNonPromoSpend",
"minValue": 0,
"maxValue": "RTRAPPlanNonPromoSpend"
},
"ProgressBar4": {
"KPIGroup": "ScoreCard",
"value": "APActualTotalPromoSpend",
"minValue": 0,
"maxValue": "RTRAPPlanTotalProSpend"
},
"ProgressBar5": {
"KPIGroup": "ScoreCard",
"value": "APActualNetRevenue",
"minValue": 0,
"maxValue": "RTRAPPlanNetRevenue"
},
"ProgressBar6": {
"KPIGroup": "ScoreCard",
"value": "APActualGrossProfit",
"minValue": 0,
"maxValue": "RTRAPPlanGrossProfit"
},
"Gauge1": {
"KPIGroup": "ScoreCard",
"value": "RTRAPPlanVsLYVolume",
"minValue": -30,
"maxValue": 30,
"distributiontype": "equal",
"distributionvalue": 5
},
"Gauge2": {
"KPIGroup": "ScoreCard",
"value": "APPlanvsTargetVolume",
"minValue": -5000000,
"maxValue": 5000000,
"distributiontype": "equal",
"distributionvalue": 5
},
"Gauge3": {
"KPIGroup": "ScoreCard",
"value": "APLEVolumevsTargetResult",
"minValue": -5000000,
"maxValue": 5000000,
"distributiontype": "equal",
"distributionvalue": 5
},
"Gauge4": {
"KPIGroup": "ScoreCard",
"value": "RTRAPActualROI",
"minValue": 0,
"maxValue": "RTRAPPlanROI",
"distributiontype": "equal",
"distributionvalue": 5
},
"Gauge5": {
"KPIGroup": "ScoreCard",
"value": "RTRAPActualProfitMargin",
"minValue": 0,
"maxValue": "RTRAPPlanProfitMargin",
"distributiontype": "equal",
"distributionvalue": 5
},
"Gauge6": {
"KPIGroup": "ScoreCard",
"value": "RTRAPLEProfitMargin",
"minValue": 0,
"maxValue": 100,
"distributiontype": "equal",
"distributionvalue": 5
},
"FlatList": {
"layout": {
"configuration": [
{
"rowtypefilter": [
0,
1,
2,
3,
4,
5
],
"columns": [
{
"label": [
"Product"
],
"values": [
"productdimension.category",
"productdimension.subcategory",
"productdimension.brand",
"productdimension.id"
],
"format": [
"string",
"string",
"string",
"string"
],
"style": {
"width": "250px"
},
"mode": "hierarchy",
"fixed": true,
"coltype": "attribute"
},
{
"format": [
"number"
],
"style": {
"width": "130px"
},
"mode": "value",
"fixed": false,
"coltype": "value"
}
]
}
],
"rowstyles": {
"group1": {
"bgColor": "lightgrey",
"fontStyle": "400"
},
"group2": {
"bgColor": "darkgrey",
"fontStyle": "600"
},
"group3": {
"bgColor": "grey",
"fontColor": "white",
"fontStyle": "600"
}
}
},
"grouping": {
"cols": [],
"rows": [
[
"category",
"subcategory",
"brand",
"product"
],
[
"Total"
]
]
},
"coldims": [
"kpidimension"
],
"rowdims": [
"productdimension",
"timedimension"
]
},
"ScoreCard": {
"KPIGroup": "ScoreCard",
"RowLabels": [
"Plan",
"LE",
"Actual"
],
"ColumnLabels": [
"Volume",
"Gross Revenue",
"Non Promotion Spend",
"Promotion Spend",
"Net Revenue",
"Profit",
"Profit Margin (%)",
"ROI (%)"
],
"MatrixRows": 3,
"MatrixColumns": 8
}
}
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