Financial Analytics Input Fields

The input fields are the foundation of every dataset in Financial Analytics. These fields are extracted from your org environment by the recipe when you create the Analytics app, the data is then processed to populate your app's datasets.

Base Objects

This flow uses Account as base object to extract Accounting field information. It also uses this object to look up to other Accounting objects to complement the data necessary to generate the Financial Accounts Dataset.

Account

This are the main fields retrieved from the Account object in Accounting.

Field

Description

Account Number These fields are extracted directly from your Accounting environment. For more information about these fields, see the Custom Account Fields object.
Billing City
Billing Country
Billing Postal Code
Billing State
Billing Street
Bank Account Number
Bank SWIFT Number
Base Date 1
Base Date 2
Base Date 3
Base Date 4
Billing Method
Credit Agency
Credit Limit
Credit Rating
Credit Status
Days Offset 1
Days Offset 2
Days Offset 3
Days Offset 4
Description 1
Description 2
Description 3
Description 4
EC Country Code
Payment Method
VAT Registration Number
Collections On Hold
Collections On Hold Reason
Fax
ID
Industry
Name
Owner ID
Phone
Shipping City
Shipping Country
Shipping Postal Code
Shipping Street
Sic
Sic Desc
Type
Website
Accounts Payable Control We use this field to look up the corresponding Accounting object for the following fields Account
Accounts Receivable Control
Parent ID
Credit Manager We use this field to look up the corresponding Accounting object for the following fields User
Dimension 1 We use these fields to look up the values stored in each analysis dimension.
Dimension 2
Dimension 3
Dimension 4
Finance Contact We use this field to look up the corresponding Accounting object for the following fields Contact

Augmented Fields

The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.

Note:

These fields are imported directly from your org. For more information about these fields, see the field reference page for the relevant object.

Key: → — Lookup path between objects; * — Calculated in field in the dataflow.

Accounting Object

Lookup Path

Fields

 

Account Parent ID → Account ID  
Name  
User Credit Manager → User Name  
Contact Finance Contact → Contact Department  
Email  
Mailing Country  
Name  
Phone  
Title