Migrating to PSA Core and Advanced Analytics from PSA Analytics

From Summer 2022, two PSA Analytics apps are available for use:

These new apps replace the single PSA Analytics app used to create dashboards and datasets in previous releases.

You must be assigned administrator permissions, or equivalent to create a new PSA Core Analytics app.

The schematic below gives a high-level overview of this change.

Before migrating from PSA Analytics to PSA Core Analytics and PSA Advanced Analytics, we recommend you read the following topics in the Business Analytics Help:

To ensure an error-free migration from PSA Analytics to PSA Core Analytics and PSA Advanced Analytics, we recommend that you complete the tasks in the order shown. All tasks are mandatory unless marked as [Optional].

Migrating to from PSA Analytics to PSA Core Analytics and PSA Advanced Analytics

Recommend Steps for Migration

Step

Task

Description
1

Ensure that your org is set up to enable you to successfully create your PSA Core Analytics and PSA Advanced Analytics apps.

Note: If you are an existing PSA Analytics user, then the majority of the tasks listed in Setting up PSA Analytics Apps will already have been performed. However, we recommend checking the completion of the tasks again during the migration process, to avoid any errors when migrating to the Summer 2022 release of Business Analytics.

 Setting up PSA Analytics Apps
2 Create your PSA Core Analytics app. Creating an App from the PSA Core Analytics Template
3 Create your PSA Advanced Analytics app. Setting up Your PSA Advanced Analytics App
4 Update and migrate your customized PSA Analytics dashboards to your PSA Core Analytics and PSA Advanced Analytics. Updating and Migrating Customized Dashboards
5 Review your migrated assets in your PSA Core Analytics and PSA Advanced Analytics dashboards for errors. N/A
6 [Optional] Delete your PSA Analytics app, and uninstall any versions of PSA Analytics prior to Summer 2022 from your org. N/A