Engagement Analytics Dataflow Intermediate Processing

After importing the input fields from the different sources and joining them together, the Engagement Analytics dataflow filters out non-relevant or repeated records.

You can use the dataflow editor in Analytics Studio to view the Engagement Analytics dataflow and its nodes. Alternatively, you can download the dataflow definition file. This is a JSON file that represents the dataflow and its logic. For more information on the dataflow editor and the dataflow definition file, see the Salesforce Help.

Warning:

Modifying the Engagement Analytics dataflow might result in loss of functionality. Contact your administrator before using the data manager tool in Analytics Studio.

Filters

These are the main filter nodes in the Engagement Analytics dataflow.

Filter Nodes in Engagement Analytics Dataflow
Filter Node	Description
FFBC_Contract_FILTER	Matches active billing contracts that are linked to an engagement record.
PSA_Project_FILTER	Matches projects that are linked to an engagement record.
SCMC_SupplyChainManagementCore_FILTER	Matches sales order line items with the record type of "Drop Ship" or "Item" that are linked to a sales order whose status is not "Cancelled" and that is linked to an engagement record.

The Engagement Analytics dataflow also filters out unused fields from the Billing Contracts, Project Reporting, and Supply Chain Management Core datasets to optimize the size of the final dataset. For a full list of fields available in the Engagements dataset, see Engagement Analytics Output Fields.

Calculated Fields

These are the fields calculated by the Engagement Analytics dataflow.

Calculated Fields Created in the Engagement Analytics Dataflow
Field Label	Field API Name	Description
Account	Account	Name of the account related to the source record. This is set to: Account Name for billing contract line items. Project Account Name for projects. Sales Order Account Name for sales order line items.
Company	Company	Name of the company related to the source record. This is set to: Company Name for billing contract line items. Project Company Name for projects. Blank value for sales order line items.
Cost	ValueCost	Total cost amount of the source record. This is set to: Zero for billing contract line items. Project Total Costs for projects. Sales Order Line Item Total Cost for sales order line items.
End Date	EndDate	End date of the source record. This is set to: Contract End Date for billing contract line items. Project End Date for projects. Last available Sales Order Line Item Current Promise date across all sales order line items linked to the same sales order. If Sales Order Line Item Current Promise is not defined for a line item, Sales Order Line Item Commitment Date is used for that sales order line item.
Invoiced	ValueInvoiced	Total amount invoiced to the customer for the source record. This is set to: Contract Line Item Total Billed for billing contract line items. Project Invoiced Amount for projects. Sales Order Line Item Total Billed Amount for sales order line items.
Margin	ValueMargin	Total profit margin for the source record. This is: Calculated as Invoiced - Cost for billing contract line items and projects. Set to Sales Order Line Item Margin for sales order line items.
Projected Margin	ValueProjectedMargin	Total projected profit margin for the source record. This is: Calculated as Revenue - Cost for billing contract line items and projects. Set to Sales Order Line Item Projected Margin for sales order line items.
Revenue	ValueRevenue	Total revenue for the source record. This is set to: Contract Line Item Total Contract Line Value for billing contract line items. Project Bookings for projects. Sales Order Line Item Extended Price for sales order line items.
Revenue Stream	RevenueStream	Indicates where the engagement source record comes from. This is set to: "Subscriptions" for billing contract line items. "Services" for projects. "Order Management" for sales order line items.
Source Currency ISO Code	SourceCurrencyISOCode	Currency ISO code of the source record. This is set to: Contract Currency ISO Code for billing contract line items. Project Currency ISO Code for projects. Sales Order Currency ISO Code for sales order line items.
Source ID	SourceId	Salesforce record ID of the source record. This is set to: Contract ID for billing contract line items. Project ID for projects. Sales Order ID for sales order line items.
Source Name	SourceName	Descriptive name of the source record. This is set to: Contract Name for billing contract line items. When Contract Name is not defined for a line item, Contract Number is used instead. Project Name for projects. Sales Order Name for sales order line items. When Sales Order Name is not defined for a line item, Sales Order Number is used instead.
Source Number	SourceNumber	Numeric identifier of the source record. This is an auto-number field on the originating object in Salesforce. This is set to: Contract Number for billing contract line items. Project Display ID for projects. Sales Order Number for sales order line items.
Start Date	StartDate	Start date of the source record. This is set to: Contract Start Date for billing contract line items. Project Start Date for projects. Sales Order Approval Date for sales order line items. When Sales Order Approval Date is not defined for a sales order, Sales Order Date is used instead.
Timeline Revenue	ValueTimelineRevenue	Total revenue of the header-level source record. This is set to: Contract Total Contract Value for billing contract lines. Project Bookings for projects. Sales Order Total Value for sales order line items. Note: This field is required for the Engagement Timeline component. It is not intended to be used in dashboards or lenses.