Upgrading to Engagement Analytics Spring 2023

This page describes the changes to make when upgrading to Spring 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 Spring 2023, see New Features and Enhancements in Engagement Analytics Spring 2023.

Note:

You must first upgrade your Financial Analytics and PS Cloud Core Analytics apps, then you must upgrade your Engagement Analytics app. This is a prerequisite for using any new feature or enhancement. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Enhancements to the Deferred Revenue Reporting Dashboard

Upgrade Steps

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

Upgrade Steps for this Feature
Action	Further Information
Before upgrading your Engagement Analytics app, ensure that your time period records in PSA fully match your recognition periods in Revenue Management. For example, you might have a revenue recognition period named 2023/001 with a start date of February 1, 2023 and an end date of February 28, 2023. In that case, you must also have a time period in PSA with the same name and start and end dates.	Creating Recognition Years and Periods Creating or Importing Time Periods
Before upgrading your Engagement Analytics app, ensure that your PS Cloud Core Analytics app contains the Revenue Forecast dataset. If the Revenue Forecast dataset is not available, the Deferred Revenue Reporting dashboard does not contain scheduled revenue.	Creating an App from the PS Cloud Core Analytics Template

Included in this Feature

This section details the assets that have been added or changed in this release.

Dashboards Changed for this Feature
Dashboard	Further Information
Deferred Revenue Reporting	Using the Deferred Revenue Reporting Dashboard

Fields Added to the Deferred Revenue Reporting Billings Dataset
Field Type	Field Label	Field API Name	Description
Measure	Amount Billed (Document Currency)	ValueAmountBilledDocument	The amount billed for the record in the billing event item in the project's currency.
	Amount Billed (Dual Currency)	ValueAmountBilled	The amount billed for the record in the billing event item in the corporate currency.
	Project Exchange Rate	ValueProjectExchangeRate	The exchange rate from the corporate currency to the project currency.
Date	Source Start Date	SourceStartDate	The start date of the project.

Fields Removed from the Deferred Revenue Reporting Billings Dataset
Field Type	Field Label	Field API Name	Replacement Field
Measure	Amount Billed	ValueAmountBilled	Amount Billed (Dual Currency)

Fields Renamed in the Deferred Revenue Reporting Billings Dataset
Field Type	Original Field Label	New Field Label	Original Field API Name	New Field API Name
Dimension	Currency ISO Code	Source Currency	CurrencyIsoCode	SourceCurrency

For more information about all the fields available in the Deferred Revenue Reporting Billings dataset, see Deferred Revenue Reporting Billings Dataset Output Fields.

Fields Added to the Deferred Revenue Reporting Transactions Dataset
Field Type	Field Label	Field API Name	Description
Measure	Amount Recognized (Document Currency)	ValueAmountRecognizedDocument	The total amount of revenue recognized in the revenue recognition transaction line in the document currency.
	Amount Recognized (Dual Currency)	ValueAmountRecognized	The total amount of revenue recognized in the revenue recognition transaction line in the corporate currency.
	Conversion Rate	ConversionRate	The exchange rate from the corporate currency to the currency of the PSA business record.
	Project Exchange Rate	ValueProjectExchangeRate	The exchange rate from the corporate currency to the project currency.
	Revenue Forecast Scheduled Revenue	ValueRevenueForecastScheduledRevenue	The total scheduled revenue for the project in this period.
Dimension	Revenue Forecast Version Name	RevenueForecastVersionName	The name of the revenue forecast version.
Dimension	Revenue Forecast Time Period Name	RevenueForecastTimePeriodName	The name of the time period that the revenue forecast belongs to.
Date	Revenue Forecast Created Date	RevenueForecastCreatedDate	The date on which the revenue forecast was created.
Date	Source Start Date	SourceStartDate	The start date of the project.

Fields Removed from the Deferred Revenue Reporting Transactions Dataset
Field Type	Field Label	Field API Name	Replacement Field
Measure	Amount Recognized	ValueAmountRecognized	Amount Recognized (Dual Currency)
Measure	EvA Scheduled Amount	ValueEVABillings	Revenue Forecast Scheduled Revenue
Dimension	EvA Time Period Name	EVATimePeriodName	These fields do not have replacements.
	EvA Time Period Type	EVATimePeriodType
	Revenue Recognition Template	RRTemplate

Fields Renamed in the Deferred Revenue Reporting Transactions Dataset
Field Type	Original Field Label	New Field Label	Original Field API Name	New Field API Name
Dimension	Currency ISO Code	Source Currency	CurrencyIsoCode	CurrencyIsoCode

For more information about all the fields available in the Deferred Revenue Reporting Transactions dataset, see Deferred Revenue Reporting Transactions Dataset Output Fields.

Consolidated Engagement Analytics Recipe

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Spring 2023. The new features are automatically available when you upgrade your Engagement Analytics app.