Billing Forecast Summaries 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

The Billing Forecast Summaries flow does not include any main filter nodes.

Calculated Fields

These are the fields calculated by the Billing Forecast Summaries flow.

Field API Name

Description

Type Identifies whether the record is associated with a region, practice, or group.
RPGId The ID of the region, practice, or group.
RPGName The name of the region, practice, or group.
RPGHierarchyDepth The hierarchy depth value of the RPG as a string to be used as a dimension in the dataset.
ValueRPGHierarchyDepth The hierarchy depth value of the RPG as an integer to be used as a measure in the dataset.
ForecastCalculationRPGId Identifies the ID of the region, practice, or group associated with the forecast calculation.