Billing Forecast Details Flow Intermediate Processing

After importing the input fields and augmenting them with the data from their lookup objects, the PSA Analytics dataflow filters out non-relevant or repeated records.

You can use the dataflow editor in Analytics Studio to visualize the PSA Analytics dataflow and its nodes. Alternatively, you can download the dataflow definition file which is a JSON file representing the dataflow and its logic. For more information on the dataflow editor and the dataflow definition file, see Configure the Dataflow in the Salesforce Help.

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

Filters

These are the main filter nodes in the Billing Forecast Details flow.

Filter Node	Description
ForecastDetail_FILTER	This filter matches records associated with an opportunity or a top-level project.

Calculated Fields

These are the fields calculated by the Forecast Details flow.

Field API Name	Description
Type	Identifies if the record is a project or an opportunity.
ForecastedRecordId	The ID of the project or opportunity record.
ForecastedRecordName	The name field of the project or opportunity record.
ForecastedRecordOwnerName	If the record is a project, this is the project manager name. Else, if the record is an opportunity, this is the opportunity owner name.
RegionId	The ID of the region associated with the project or opportunity record.
PracticeId	The ID of the practice associated with the project or opportunity record.
GroupId	The ID of the group associated with the project or opportunity record.