Upgrading to Financial Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

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

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.

Additional Product Group Fields in the Supply Chain Management Core Dataset

We have added multiple fields from the Product Group object to the Supply Chain Management Core dataset. You can leverage this to create your own dashboard focused on procurement management.

For more information, see Supply Chain Management Core Fields.

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Winter 2023. The new feature is automatically available when you upgrade your Financial Analytics app.

Included in this Feature

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

Fields added to the Supply Chain Management Core dataset for this feature in Winter 2023

Field Type	Field Label	Field API Name	Description
Dimension	Asset Group	SCMC__Asset_Group__c	A logical grouping of fixed assets. Asset groups determine the appropriate groupings to use in Fixed Asset Management.
Dimension	Asset Sub-Group	SCMC__Asset_Sub_Group__c	A further grouping of fixed assets. Asset sub groups along with asset groups determine the appropriate groupings to use in Fixed Asset Management.
Dimension	Category	SCMC__Category__c	If selected, the product group is considered a category. This adds the product group to the list of categories available for selection when you create a purchase order line item of type Category.
Measure	Create New	SCMC__Create_New__c	Generates a URL for creating a new record.
Dimension	Description	SCMC__Description__c	Description of the product group.
Dimension	Elements of Cost	SCMC__Elements_of_Cost__c	Element of cost assigned to the product group to track costs by product group.
Dimension	Intangible Product	SCMC__Intangible_Product__c	Indicates whether the items in the group are stored in inventory. When selected, this indicates that items in the group are not stored in inventory such as service, licenses, labor, or embedded software.
Dimension	Product	SCMC__Product__c	Lookup to the product associated with this product group.
Measure	RecordType	SCMC__RecordType__c	Type of purchase order line. This is the type that was selected when the purchase order line item was created. If a purchase order is created from a requisition, then the record type of the purchase order line item refers to the record type of the requisition line item.
Dimension	Revenue Category	SCMC__Revenue_Category__c	Revenue category to which this product group totals.
Dimension	Sales Tax Code	SCMC__Tax_Code__c	Tax code from the codes tab to be associated with this product group.