Upgrading to Financial Report Builder Winter 2023

This page describes the changes to make when upgrading to Winter 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Winter 2023, see New Features and Enhancements in Financial Report Builder Winter 2023.

Performance Enhancements

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade

Group Field

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade
Perform the Financial Report Builder Add Group Field Feature Console step to add the Group field to your report page layout. Feature Console Steps to Upgrade to Winter 2023

Included in this Feature

This section details the items that have been added in this release.

Fields

Fields Added in Winter 2023
Field

Object

 Further Information
Group Financial Report Financial Report Fields

PDF Formatting Enhancements

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade

Included in this Feature

This section details the items that have been added in this release.

Options

Options Added in Winter 2023
Option

Description

 Further Information
Table page break Inserts a page break between every table in your report. Exporting Reports and Statements
Filter page break Inserts a section that aggregates all the filters applied to your report at the top of your PDF file.
Table and filter page break Inserts a page break between every table in your report, and inserts a page break between all the filters aggregated at the top of your report.

Text and Row Color Formatting

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade

Included in this Feature

This section details the items that have been added in this release.

Formatting Options

Formatting Options Added in Winter 2023
Formatting Options

Description

 Further Information
When selected for text font or size, returns the font to the default of Arial, and the size to the default of ten. Financial Report Fields

Clears any color selections specified for text background color in the Measure Column and Subtotal tab toolbars.

  

Number Formatting

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade

Included in this Feature

This section details the items that have been added in this release.

Number Formatting Options

Number Formatting Options Added in Winter 2023

Option

Description

Further Information
Number Scaling
  • No Scaling
  • Thousands (102K)
  • Millions (1.2M)
  • Thousands (102)
  • Millions (1.2)
 Formatting Measure Column Numbers
Decimal Precision
  • No Decimal Places (1,000)
  • One Decimal Place (1,000.0)
  • Two Decimal Places (1,000.00)
Show Currency Symbol Displays the symbol of the currency in your report.

Saving Reports

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade
Perform the Save Button Feature Console step to add the Save button to your report layout. Feature Console Steps to Upgrade to Winter 2023

Included in this Feature

This section details the items that have been added in this release.

Buttons

Buttons Added in Winter 2023

Button

Description

Further Information
Save Saves any changes made to your report and filter configurations. Configuring Financial Report Tables

Number Scaling and Decimal Precision

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade

Measure Columns Tab

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information
Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
Install the enclosed Financial Report Builder app. Preparing to Upgrade

Included in this Feature

This section details the items that have been added in this release.

Measure Tables

Measure Tables Added in Winter 2023

Table

Description

Further Information
Measure Columns
  • A non-editable list of all the measure columns contained in your report.
    		•  Configuring Measure Columns
    Measure Calculation Columns
  • Enables you to pivot and apply calculations to the data displayed in your report.

    • Measure Columns Formatting Enhancements

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information
    Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
    Install the enclosed Financial Report Builder app.

    Preparing to Upgrade

    Included in this Feature

    This section details the items that have been added in this release.

    Text Alignment Options

    Text Alignment Options Added in Winter 2023

    Table

    Description

    Further Information
    Center

    Adjusts the horizontal alignment of the text displayed in your report cells.

    		•  Formatting Reports
    Left
    Right

    Analytics Embedded Dashboard

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information
    Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
    Install the enclosed Financial Report Builder app.

    Preparing to Upgrade

    Included in this Feature

    This section details the items that have been added in this release.

    Lightning Components

    Lightning Components Added in Winter 2023

    Table

    Description

    Further Information
    Analytics Embedded Dashboards

    Embeds Analytics dashboards with Financial Report Builder filters in Lightning pages.

    		•  Analytics Embedded Dashboards Lightning Component Properties

    Sharing Reports

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information
    Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
    Install the enclosed Financial Report Builder app.

    Preparing to Upgrade
    Assign the FRB - Share Reports permission set to users who require access to the Share Report Definitions page to export and import report definition files. Financial Report Builder Permission Sets

    Included in this Feature

    This section details the items that have been added in this release.

    Tabs

    Tabs Added in Winter 2023

    Tab

    Description

    Further Information
    Share Report Definitions

    Download and share the configuration set for one or more reports in CSV file format.

    		 Sharing Reports

    Buttons

    Buttons Added in Winter 2023

    Button

    Description

    Further Information
    Download

    Downloads report definitions in CSV format.

    		 Sharing Reports

    Permission Sets

    Permission Sets Added in Winter 2023

    Permission Set

    Description

    Further Information
    FRB - Share Reports

    Required to share report definitions in CSV format.

    		 Sharing Reports

    Measure Columns Custom Labels

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information
    Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
    Install the enclosed Financial Report Builder app.

    Preparing to Upgrade

    Included in this Feature

    This section details the items that have been added in this release.

    Columns

    Columns Added in Winter 2023

    Column

    Description

    Further Information
    Custom Labels

    If you have applied pivoting in your report via the Table Configuration tab, or added a period format in the Soft Dates tab that aggregates multiple time periods, these columns are now displayed in your Measure Columns tab, and you can apply a custom label to each of them.

    		 Sharing Reports

    Subtotal Percentage Variance Calculations

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information
    Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
    Install the enclosed Financial Report Builder app.

    Preparing to Upgrade

    Formula Builder Improvements

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information
    Upgrade Foundations to the Winter 2023 release. Installing Managed Packages
    Install the enclosed Financial Report Builder app.

    Preparing to Upgrade

    Included in this Feature

    This section details the items that have been added in this release.

    Modal Windows

    Modal Windows Added in Winter 2023

    Modal Window

    Description

    Further Information
    Formula Builder Review and apply predefined calculations to measures in your reports. Adding Calculations to Reports

    Calculation Types

    Calculation Types Added in Winter 2023

    Modal Window

    Description

    Further Information
    Total Displays the total value of your selected measure. Adding Calculations to Reports
    Measure Enables you to create a formula based on the measure columns displayed in the Measure Columns tab.
    Rolling Total Displays a rolling total for your selected measure.
    Percentage Displays the value of your selected measure as a percentage.

    Billing Contracts Subledger Report Type

    Upgrade Steps

    To upgrade this feature to Winter 2023, take the following action.

    Upgrade steps for Winter 2023

    Action

    Further Information

    Add the "Billing Contracts Subledger" value to the Financial Report Type global picklist value set and make the value available for the Report Type picklist on the Financial Report object.

    This ensures that the "Billing Contracts Subledger" report type is available when creating a new report.

    		 Financial Report Types

    On the Financial Report object, update the field dependency for the Number of Table Configurations picklist. For "Billing Contracts Subledger", include "1".

    This ensures that you can only select one table configuration when creating the Billing Contracts Subledger report.

    		 Number of Table Configurations

    On the Financial Report object, update the field dependency for the Number of Filter Configurations picklist. For "Billing Contracts Subledger", include "1" and "2".

    This ensures that you can only select up to two filter configurations when creating the Billing Contracts Subledger report.

    		 Number of Filter Configurations
    Create a new Billing Contracts Subledger report. Setting up the Billing Contract Subledger Report
    Delete your old Billing Contracts Subledger report that has the Report Type field set to "General". See the Salesforce Help.

    Included in this Feature

    This section details the items that have been added in this release.

    Picklist Values

    Picklist Values Added in Winter 2023
    Global Value Set

    Value

    Further Information
    Financial Report Type "Billing Contracts Subledger" Financial Report Types