Viewing the Business Analytics App

You can use Business Analytics in conjunction with FinancialForce XL Plus to design financial statement layouts using your data.

You can use PS Cloud Analytics to visualize and explore your PSA data using Analytics functionality.

Business Analytics is available in both Lightning Experience and Salesforce Classic.

To view Business Analytics apps:

  1. Click All Tabs. Using Lightning ExperienceClosed Click App Launcher and search for Analytics.
  2. Search for and select Analytics in the All Tabs list. Using Lightning ExperienceClosed In All Items, click Analytics.

The available Analytics apps open in a new tab where you can select the one you want to use for data visualization.

If you want to make changes, you can edit your apps in the Analytics Studio.

To open the Analytics Studio in Lightning Experience:

  1. Click App Launcher.
  2. In All Apps, click Analytics Studio.

For more documentation about Analytics Studio, see the Salesforce Help.