Analysis Mapping Fields

This topic describes the fields and buttons that are available when creating an analysis mapping from the Analysis Mappings tab.

Note:

Analysis mappings and analysis mapping entries are stored as Foundations configuration item custom metadata records. We recommend that you use the features on the Analysis Mappings tab to create and manage analysis mappings, rather than editing custom metadata records directly. For more information about the metadata type, see Foundations Configuration Item Custom Metadata Type Fields.

Analysis Mappings Tab Fields

Here is a description of the fields that are displayed when creating an analysis mapping on the Analysis Mappings tab.

Key: * – Mandatory field

Field

 

Description
Analysis Mapping Name * Unique name of the analysis mapping. The analysis mapping name must match the label of the corresponding analysis item record type.
Application * The application that contains the target field.
Object * The object that contains the target field.
Field * The target field that stores reportable data, such as a lookup to Analysis Item.

Analysis Mappings Tab Buttons

The following buttons are available on the Manage Analysis Mappings list view on the Analysis Mappings tab.

Key: S – Only visible to users with additional system permissions.

Button Name   Description
View  

Opens the selected analysis mapping.

Tip:

This button is only visible to users with read-only access. If you have permission to edit analysis mappings and want to view a record, click Edit.

New S Creates a new analysis mapping.
Delete S Deletes the selected analysis mapping.
Edit S Edits the selected analysis mapping.

The following buttons are available when creating or editing an analysis mapping from the Analysis Mappings tab.

Key: Descriptions of checkbox settings describe the selected (true) case.

Button Name Description
Show All Objects  

Indicates that you want to display all objects for the selected application. If deselected, the object list for Salesforce and several FinancialForce apps is refined to show only objects that typically include lookups to Analysis Item. By default, the checkbox is deselected.

Accounting, Billing Central, Foundations, PSA, Revenue Management, SCM all have refined object lists. For example, if you select Foundations, only the following objects are shown by default:

  • Billing Document
  • Billing Document Line Item
  • Company
  • Tax Code
  • Tax Rate
Add   Adds an analysis mapping entry for the specified field.
  Deletes the analysis mapping entry.
Save   Saves the analysis mapping and analysis mapping entries and returns to the list view.
Save & New   Saves the analysis mapping and analysis mapping entries and enables you to create a new analysis mapping.
Cancel   Discards all changes and returns to the list view.