The input fields are the foundation of every dataset in PSA Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.
Base Objects
This flow uses Forecast Summary Category as the base object to extract PSA field information. It also uses this object to look up to other PSA objects to complement the data necessary to generate the Billing Forecast Summaries Dataset.
Forecast Summary Category
This are the main fields retrieved from the Forecast Summary Category object in PSA.
|
Field |
Description |
|---|---|
| Adjusted Value |
These fields are extracted directly from your PSA environment. For more information about these fields, see Forecast Summary Category Fields in the PSA Help.
|
| Category Label | |
| Forecast Total Value | |
| Override Notes | |
| Override Roll-Up Variance | |
| Override Value | |
| Billing Forecast Setup Category |
We use this field to look up the corresponding PSA object for the following fields Billing Forecast Setup Category |
| Override Created By | We use this field to look up the corresponding PSA object for the following fields User (Override Created By) |
| Billing Forecast Summary |
We use this field to look up the corresponding PSA object for the following fields Billing Forecast Summary |
Augmented Fields
The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.
Key: → — Lookup path between objects
For more information about the calculated fields, see Billing Forecast Summaries Flow Intermediate Processing.