Setting up PSA Analytics Apps

Depending on your business requirements, you can choose to create a PSA Core Analytics app, or a PSA Core Analytics app and a PSA Advanced Analytics app. The PSA Core Analytics app is required to provide the data displayed in the dashboards created by the PSA Advanced Analytics app.

This chart represents a high-level overview of the process of creating your PSA Analytics apps.

What is PSA Core Analytics?

Tutorial: What is PSA Core Analytics?

Refer to the following tables and their linked pages for information related to:

Licensing
Supported environment
Prerequisites and configuration
How to generate apps

You must be signed in as an administrator, or equivalent, to complete these tasks.

We recommend you that you complete the tasks in the order shown. All tasks are mandatory unless marked as [Optional].

Setting up Your PSA Core Analytics App

Step	Task	Related Help Topic
1	Ensure the Analytics View Only Embedded App permission set licenses have been enabled in your org. To do this, navigate to Setup \| Company Information \| Permission Set Licenses and look for Analytics View Only Embedded App. Note: This is a required step to enable you or your administrator to share PSA Core Analytics dashboards with users. If you omit this step, you can only share dashboards created with the PSA Advanced Analytics app. If you omit this step, you can return to perform it after completing the remaining setup steps for PSA Core Analytics and PSA Advanced Analytics.	If this permission set license is not available, contact your FinancialForce Account Manager or Customer Success Manager to ensure you have the required licenses.
2	Ensure that Analytics is enabled in your org. If this is not enabled contact the FinancialForce Onboarding Team to raise a case with Salesforce.	To check whether Analytics is enabled in your org, navigate to Setup \| Analytics \| Getting Started. If you see a blue Launch CRM Analytics button in the upper right corner, Analytics is already enabled.
3	Ensure that null measure handling is enabled in your org. If it is not listed as an option in Analytics Settings, contact the FinancialForce Onboarding Team to raise a case with Salesforce to enable the setting.	To check whether null measure handling is enabled in your org, navigate to Setup \| Analytics \| Settings. If you see an option for Allow null measure handling in datasets and it is ticked, then null measure handling is enabled in your org. For more information, see Null Measure Handling in PSA Analytics
4	Navigate to Setup \| Installed Packages and ensure that the Summer 2022 versions of the following packages are installed in your org. FinancialForce Foundations (2022.301.7) FinancialForce PSA Core (2022.300) FinancialForce PSA Enterprise (PS Enterprise) (2022.300.6) [Optional] Services CPQ (2022.301)	Supported Environment
5	If your org is configured to support multiple currencies, ensure that the Integration User's currency is set to your corporate currency. To do this, navigate to Setup \| Company Informationand look at the corporate currency. Ensure the currency selected is same as in Users \| User, Integration	See the Salesforce Help.
6	Create a read access permission set for the Skill / Certification Rating and Contact objects and assign this to the Integration User.	PSA Analytics Permission Sets
7	Assign required permission sets and licenses to the Integration User.	PSA Analytics Permission Sets Licensing
8	Assign required permission sets and licenses to the PSA Admin User. This is the user who creates and administers the analytics app.	PSA Analytics Permission Sets Licensing
9	Assign required permission sets and licenses to the View User.	PSA Analytics Permission Sets Licensing
10	Prepare Backlog calculations.	Preparing the Data Environment for PSA Analytics
11	Prepare Utilization calculations.	Preparing the Data Environment for PSA Analytics
12	[Optional] Prepare Utilization Analytics calculations.	Preparing the Data Environment for PSA Analytics
13	[Optional] Create Data for the Revenue Forecast dataset.	Preparing the Data Environment for PSA Analytics
14	[Optional] Create Data for the Total Project Margin (Workspace) dataset.	Preparing the Data Environment for PSA Analytics
15	[Optional] Create data for Revenue Forecasts.	Preparing the Data Environment for PSA Analytics
16	Ensure you have data in the required objects in your PSA data environment.	Objects Required by the PSA Analytics Dataflow
17	[Optional] Ensure you have data in the required objects in your Services CPQ data environment.	Preparing the Data Environment for PSA Analytics
18	Configure and create your PSA Core Analytics app.	Creating an App from the PSA Core Analytics Template

Setting up Your PSA Advanced Analytics App

Step	Task	Related Help Topic
1	Ensure you have created your PSA Core Analytics app.	Creating an App from the PSA Core Analytics Template
2	Review the default schedule set for your dataflows.	Dataflow Scheduling