Financial Periods 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 Period as the base object to extract Accounting field information. It also uses the Year object to complement the data necessary to generate the Financial Periods dataset.

Period

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

Field

Description

AP These fields are extracted directly from your Accounting environment. For more information about these fields, see the Year and Period Fields object.
AR
Cash
Description
End Date
Final Close
ID
Name
Period Number
Start Date
Year Name We use this field to look up the corresponding Accounting object for the following fields Year
Owner Company We use this field to look up the corresponding Accounting object for the following fields Company

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

 

Year Year Name → Year Status  
Year End Proccessing Date  
Year End Mode  
Name  
Company Owner Company → Company Company ID