Upgrading Financial Analytics to Summer 2022

This section describes changes required for the following features when upgrading your Financial Analytics app to Summer 2022:

• Upgrading Financial Analytics to Summer 2022
• Enhancements to the Deferred Revenue Waterfall Dashboard
• Lens for Billing Contract Subledger Reports

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your org.

See the Included in this Feature section under each feature for details of assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

Note:

To use a new feature or enhancement, you must upgrade your Financial Analytics app. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Enhancements to the Deferred Revenue Waterfall Dashboard

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade steps for Summer 2022

Action	Further Information
Ensure that the Integration User has read access for the field on the Billing Contract Line Item object that looks up to the Revenue Management Template object. The API name of the field is defined in the Actuals Template field in the Revenue Management Settings custom setting. If this value is blank, the default Revenue Management value is used for the API name of the field. The default is ffrrtemplate__c.	See Adding Lookups on Your Source Objects to Revenue Management's Template Object and Managing Custom Settings in the Revenue Management Help.
Ensure that all the Revenue Management settings records for the Billing Contract Line Item object have the same value for the Recognized to Date Value field.	About Settings Records in the Revenue Management Help
Ensure that both you and the Integration User are assigned the RevMan Analytics permission set. Alternatively, ensure that both you and the Integration User have read access for the Revenue Management Settings object and to the Recognized to Date Value field on the object.	Assigning Permission Sets in the Revenue Management Help
Ensure that both you and the Integration User have read access for the field on the Billing Contract Line Item object that contains the recognized to date value. The API name of this field is defined in the settings record.	"Permission Sets" in the Salesforce Help Settings Fields in the Revenue Management Help

Scheduled Revenue from Performance Obligations

The following upgrade steps are only relevant if you use multiple-element arrangements and recognize revenue against performance obligations.

Upgrade steps for Summer 2022

Action	Further Information
Upgrade Revenue Management to Summer 2022. This ensures that the RevMan Analytics permission set contains the required permissions. If you created your own permissions sets for the Integration User, add the following permissions to the permission set: Read and View All access for the following objects: Revenue Contract Performance Obligation Performance Obligation Line Item Read access for the Performance Obligation field on the Revenue Schedule object.	Permission Sets and Other Technical Documentation in the Revenue Management Help
Ensure that the Integration User has read access to the field on the Performance Obligation Line Item object that looks up to the Billing Contract Line Item object. The API name of this field is defined in the POLI Source Lookup field on the settings record.	"Permission Sets" in the Salesforce Help Settings Fields in the Revenue Management Help

Included in this Feature

This section details the assets that have been added or changed in this release.

Filter nodes added to the Revenue Waterfall Flow

Filter Node	Description
RMBC_ContractLineItemWithRevenueRecognitionTemplate_FILTER	Filters out billing contract line items without a revenue recognition template. This ensures that the Revenue Waterfall dataset only contains contract line items that are included in the revenue recognition process.

For more information about filter nodes and calculated fields, see Revenue Waterfall Flow Intermediate Processing.

Fields added to the Revenue Waterfall dataset for this feature in Summer 2022

Field Type	Field Label	Field API Name	Description
Measure	Total Recognized	ValueTotalRecognized	Total amount of revenue recognized to date for the contract line item.

Fields renamed in the Revenue Waterfall dataset for this feature in Summer 2022

Field Type	Original Field Label	New Field Label	Original Field API Name	New Field API Name
Measure	Total Contract Line Value	Total Value	ValueTotalContractLine	ValueTotalContractLine
Dimension	Contract Name	Contract Number	ContractName	ContractNumber
	Currency ISO Code	Contract Currency	ContractCurrencyIsoCode	ContractCurrencyIsoCode

For more information about all the fields available in the Revenue Waterfall dataset, see Revenue Waterfall Output Fields.

Dashboards changed for this feature in Summer 2022

Dashboard	Further Information
Deferred Revenue Waterfall	Using the Deferred Revenue Waterfall Dashboard Setting up the Deferred Revenue Waterfall Dashboard

Lens for Billing Contract Subledger Reports

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2022. The new features are automatically available when you upgrade your Financial Analytics app.

Included in this Feature

This section details the assets that have been added or changed in this release.

Fields added to the Billing Contracts dataset for this feature in Summer 2022

Field Type	Field Label	Field API Name	Description
Dimension	Contract Line Item Deferred Revenue	ValueContractLineItemDeferredRevenue	Deferred revenue for the contract line item. Calculated as Contract Line Item Total Billed - Contract Line Item Revenue Recognized. When the Contract Line Item Revenue Recognized field is not available in the dataset, this is set to Contract Line Item Total Billed.
Measure	Contract Line Item Billing Term Name	ContractLineItemFfbcBillingTermName	The name of the soft date which defines the frequency with which billing schedules are created for the contract line item.

Fields removed from the Billing Contracts dataset for this feature in Summer 2022

Field Type	Field Label	Field API Name	Notes
Dimension	Soft Date ID	SoftDatetId	You can use the Contract Line Item Billing Term ID field instead.
	Soft Date Name	SoftDateName	You can use the Contract Line Item Billing Term Name field instead.

For more information about all the fields available in the Billing Contracts dataset, see Revenue Waterfall Output Fields.

Lenses added for this feature in Summer 2022

Lens	Description	Dataset
Billing Contracts - Value, Billed, Recognized, Deferred	Sum of Total Value, Total Billed, Total Recognized, and Deferred Revenue for all billing contract line items in the Billing Contracts dataset. Used to create the Deferred Revenue Report for billing contracts.	Billing Contracts

For more information about all the lenses available in Financial Analytics, see Lenses in Financial Analytics.