Item Groups
Grouped item metrics table — each row is an item group with step-based SQL formulas.
5 configurations
Item Group Row Definitions
Edit in spreadsheetBackbone of item groups. Each row has SQL formulas defining how metrics are aggregated for that group.
Important to know before configuring:
- Every formula key defined in ANY row must exist in ALL rows.
- Conditions in steps define what subset of data this group covers.
- Adding a new column requires adding the formula key to every row.
- Not found in source DB — may be deprecated or renamed
No reference value is available; use the guided form or ask the AI Agent for help.
Ask a simple question about this feature
Explanations use business language. To request a configuration change, say what you want to set, change, or add.
Item Groups Grid Columns
Edit in spreadsheetAG-Grid column definitions. Each column's field must match a formula key from row_data.
Important to know before configuring:
- Not found in source DB — may be deprecated or renamed
No reference value is available; use the guided form or ask the AI Agent for help.
Ask a simple question about this feature
Explanations use business language. To request a configuration change, say what you want to set, change, or add.
Hierarchy Config (Item Groups)
Configure in formSame as grid_configurations.client_hierarchy_config. Must be kept in sync.
Important to know before configuring:
- NO RUNTIME CONSUMER — no app/item_groups/ code reads client_hierarchy_config from this table. Written for onboarding consistency only.
- Not found in source DB — may be deprecated or renamed
No reference value is available; use the guided form or ask the AI Agent for help.
Related setup to check
Complete first: Hierarchy Level Definitions
Client Hierarchy Config settings must stay aligned across their related areas.
Ask a simple question about this feature
Explanations use business language. To request a configuration change, say what you want to set, change, or add.
Table Routing (Item Groups)
Review carefullySame as hierarchy_dictionary_json. Must be kept in sync.
Important to know before configuring:
- Not found in source DB — may be deprecated or renamed
No reference value is available; use the guided form or ask the AI Agent for help.
Related setup to check
Complete first: Department → Table Routing
Hierarchy → Table Routing settings must stay aligned across their related areas.
Ask a simple question about this feature
Explanations use business language. To request a configuration change, say what you want to set, change, or add.
Filters (Item Groups)
Copy from referenceMaps API filter parameters to DB columns. Standard across clients.
Important to know before configuring:
- Not found in source DB — may be deprecated or renamed
No reference value is available; use the guided form or ask the AI Agent for help.
Ask a simple question about this feature
Explanations use business language. To request a configuration change, say what you want to set, change, or add.