Project Margin 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 Project Margin flow.

Filter Node	Description
ProjectActualsConverted_FILTER	Matches project records that are marked as billable and that have the time period type of "Month".
ProjectActualsConverted_Currency_FILTER	Ensures that the records displayed share the same currency as the integration user.

Calculated Fields

These are the fields calculated by the Project Margin flow.

Field API Name	Description
ValueTotalBillings	The sum of the pass through billings value plus the billings value of a project.