In Analytics, lenses, dashboards, and datasets enable you to view, analyze, and perform actions on your data. 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.
You must be assigned administrator permissions, or equivalent to create a new PSA Core Analytics app.
Refer to the following information about datasets, lenses, and dashboards within these PSA Analytics apps.
For general information about datasets, lenses, and dashboards in Analytics, see the Salesforce Help for Analytics.
Running Dataflows
The data held in your datasets is refreshed each time you run your dataflow.
By default, the dataflows generated when you create your PSA Core Analytics app are scheduled to run every 24 hours, starting at 01:00, according to the timezone set in your org. To alter this setting, perform the following steps:
- In Analytics Studio, click Data Manager.
- Click Manage Dataflows.
- Click the Dataflows tab.
- Click
| Schedule and enter your preferred date and time.
Datasets
The PSA Core Analytics app contains the datasets required by the dashboards in the PSA Advanced Analytics app.
Each dataset contains information from FinancialForce PSA and other associated FinancialForce application. The datasets are not copies of their related FinancialForce objects, rather the information within the objects is extracted, normalized, and stored in Analytics.
For each platform license, your organization can have a maximum of 250 million rows of data stored for all registered datasets.
When creating a dataset, Analytics applies one of the following types to each field:
- Date: values such as days, months, years, and times. You can group, filter, and perform calculations on the data in Date type fields.
- Dimension: qualitative values such as regions, product names, and model numbers. You can group and filter the data in Dimension type fields. You cannot perform calculations. Dimension fields are indexed.
- Measure: quantitative values such as revenue and exchange rates. You can perform calculations on the data in Measure type fields.
You do not need to know the object model of the dataset. The dataset includes information from various objects which have been combined into one view. The naming convention remains as close as possible to the terminology that you are familiar with, for example, Billings Date, Estimates Vs Actuals, Milestone Name, Project Manager Name. Additionally, all components are labeled to make it easy for you to recognize the content. Not all field names remain the same, however.
You can add your own fields to a dataset in the following ways:
- Modify the dataflow.
- Create your own expressions in dashboards.
- Use the Recipes function in Analytics.
For more information, contact your implementation consultant.
Key:
S = Standard Dataset
O = Optional Dataset
|
Dataset |
|
Description |
|---|---|---|
| Backlog | S | The Backlog dataset stores fields associated with the Project and Backlog Detail objects in PSA and its related records as well as other associated objects. For more information about which fields are included in the Backlog dataset, see Backlog Dataset PSA Analytics Output Fields. |
| Billings | S |
The Billings dataset includes fields from the Est Vs Actuals, Milestones, Expenses, Miscellaneous Adjustments, Budgets, and Timecards objects in PSA, as well as other associated objects. For more information about the fields that are included in the Billings dataset, see Billings Dataset PSA Analytics Output Fields. |
| Capacity | S |
The Capacity dataset includes fields from the Utilization Detail object in PSA as well as other associated objects. In order to prevent unwanted data duplication, this dataset only uses records that have the Is Report Master checkbox selected in PSA, we recommend you that your Utilization Calculations have the Is Report Master checkbox selected before running the dataflow. For more information about which fields are included in the Capacity dataset, see Capacity Dataset PSA Analytics Output Fields. |
| Currency ISO Code | S |
When displaying the Currency ISO Code dataset in PSA Analytics dashboards, the main currency associated with the Integration User is used. This dataset is used by all of the PSA Analytics dashboards except Utilization and Capacity (Hours). For more information about the fields that are included in the Currency ISO Code dataset, see Currency ISO Code Fields. |
| Project Margin | O |
The Total Project Margin (Workspace) dataset stores fields associated with the project margin calculations in PSA, this dataset is used by the Total Project Margin (Workspace) dashboard and its related workspace in Lightning. For more information about which fields are included in the Total Project Margin (Workspace) dataset, see Total Project Margin (Workspace) Dataset PSA Analytics Output Fields. |
| Project Reporting | S |
The Project Reporting dataset includes fields derived from the following objects in PSA:
Fields derived from the following Services CPQ objects are also optionally included in this dataset:
For information about which fields are included in the Project Reporting dataset, see Project Reporting Dataset PSA Analytics Output Fields. |
| Resource Skills | S |
The Resource Skills dataset includes fields from the Skill / Certification, Skill / Certification Rating objects in PSA. For more information about which fields are included in the Resource Skills dataset, see Resource Skills Dataset PSA Analytics Output Fields. |
| Revenue Forecast | O |
The Revenue Forecast dataset includes fields from the Revenue Forecast Version Detail, Revenue Forecast Version and Revenue Forecast objects in PSA as well as other associated objects. For more information about which fields are included in the Revenue Forecast dataset, see Revenue Forecast Dataset PSA Analytics Output Fields. |
| RPG | The RPG dataset includes fields from the Region, Practice, and Group objects in PSA. For more information about which fields are included in the Revenue Forecast dataset, see RPG Dataset PSA Analytics Output Fields. | |
| Utilization | S |
The Utilization dataset stores fields associated with the Utilization object in PSA and its related records as well as other associated objects. In order to prevent unwanted data duplication, this dataset only uses record that have the Is Report Master checkbox selected in PSA, we recommend that your Utilization Calculations have the Is Report Master checkbox selected before running the dataflow. For information about which fields are included in the Utilization dataset, seeUtilization Dataset PSA Analytics Output Fields. |
| Utilization Results | O |
The Utilization Analytics (Embedded) dataset stores fields associated with the Utilization Results object in PSA and its related records as well as other associated objects. This object is generated by the Utilization Run. For information about which fields are included in the Utilization Results dataset, see Utilization Results Dataset PSA Analytics Output Fields. |
Dashboards
The PSA Core Analytics and PSA Advanced Analytics apps include several predefined and customizable dashboards to enable you to explore and visualize your PSA data. For general information about dashboards in Analytics, see the Salesforce Analytics Help.
When launching a dashboard, if some widgets are not displayed or an error is displayed, verify that the following items are correct in the dataset:
- All fields contain data
- All field references are valid
See the Salesforce Help for more information.
Key:
S = Standard Dashboard
O = Optional Dashboard
|
Dashboard |
|
Description |
|---|---|---|
| PSA Project Burnup | S | Track changes in scope for your projects and how much work has been delivered and billed. |
| PSA Revenue Forecast | O | This dashboard enables you to embed analytics to display revenue forecasting key performance indicators (KPIs), including comparisons of forecast versions. |
| PSA Utilization Analytics | O | Compare the scheduled or actual hours logged with the calendar hours. |
| PSA Services CPQ Estimator | O | View the performance of your estimation process over time using data derived from the Project Reporting dataset. This dashboard is designed to be embedded in the Services Estimation workspace. |
| PSA Services CPQ Estimate Manager | O | View the performance of your team's estimation process over time, using data derived from the Project Reporting dataset. This dashboard is designed to be embedded in the Services Estimation workspace. |
|
Dashboard |
|
Description |
|---|---|---|
| PSA Backlog | S |
Enables you to view detailed information about your scheduled and unscheduled backlog. By default this dashboard charts display data for the current fiscal quarter. |
| PSA Billings | S |
Provides detailed information about the scheduled and actual bill rate and billings. By default this dashboard charts display information for the current fiscal quarter. |
| PSA Capacity | S | Enables you to view the available capacity hours and the contrast between scheduled versus remaining capacity hours. By default this dashboard charts display data for the current fiscal quarter. |
| PSA Capacity and Demand Planning | S | Enables you to view the utilization of resources by Region, Practice or Group, and view a breakdown of the demand for a role in your selected date range by Assigned, Held Requests, Unheld Requests and Remaining. |
| PSA Overview | S | Enables you to view the most relevant key performance indicators (KPIs) for the current fiscal quarter and navigate to a more detailed view of each KPI by opening their respective dashboard. |
| PSA Project Burnup Plus, PSA Project Burnup Plus (Embedded) | S | Track changes in scope for your projects and how much work has been delivered and billed, and use predictive analytics to view velocity trends in your projects. |
| PSA Skills Capacity Planning | S | The Skills Capacity Planning dashboard enables you to view available capacity by skill/certification, using data derived from the Project Reporting, Utilization Results, and Resource Skills datasets. |
| Total Project Margin (Workspace) | S | Enables project managers to view their assigned project's actuals and their expected project margins. This dashboard does not appear in the overview and, by default it displays an accurate prediction for the next four months. |
| PSA Utilization | S | Provides detailed information about the scheduled and actual utilization rate, the total utilization hours and the utilization percentage. By default this dashboard charts display information for the current fiscal quarter. |
| PSA Utilization Analytics Capacity and Demand Planning | S | This dashboard enables you to view demand and capacity of roles by Region, Practice or Group, and view a breakdown of capacity for your selected date range by Assigned, Held Requests, Unheld Requests and Available Capacity. |
Lenses
By default, three lenses are provided with PSA Advanced Analytics. In addition, you can create your own lenses from one of the included datasets. For assistance, contact your implementation consultant.