Creating an App from a PSA Analytics Template
The following templates are used to create PSA Analytics dashboards and datasets:
- FinancialForce PSA Core Analytics
- FinancialForce PSA Advanced Analytics
The app template for PSA Core Analytics enables you to create an app that contains a range of dashboards and all the PSA Analytics datasets. For more information, see
If you want to create a PSA Advanced Analytics app, you must first create the PSA Core Analytics dataset, to provide the datasets used by the PSA Advanced Analytics app's dashboards. For more information, see
For more information about dashboards and datasets, see the Salesforce Help for Analytics.
The length of time for your first PSA Analytics app to be generated depends on the volume of information stored within the app and whether you have turned on specific features in Analytics, such as Data Sync and Incremental Load. Typically, you can expect the app to be generated within 10 minutes.
By default, the Data Sync and Incremental Load features are turned off in Analytics. Turning these features on can improve the performance of the app template generation. If the app takes a long time to be generated, contact Customer Support. Refer to the Salesforce Help for Analytics for more information about these features.