Upgrading to Financial 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 Financial Analytics Spring 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.

Budget Comparison Dashboard

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 Financial Analytics app.

Migration from Dataflow to Recipe

Upgrade Steps

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

Upgrade Steps
Action	Further Information
Ensure that the Enable Data Sync and Connections checkbox is selected from Setup in Feature Settings \| Analytics \| Analytics \| Settings.	See the Salesforce Help.
[Optional] After upgrading your Financial Analytics app, schedule the recipe to run automatically.	See the Salesforce Help.

Included in this Feature

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

Recipes Added for this Feature
Recipe	Further Information
Financial Analytics	Financial Analytics Data Reference

Removed Financial Statements Dashboards

Upgrade Steps

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

Upgrade Steps
Action	Further Information
Use Financial Report Builder to create reports that replace the removed dashboards.	Creating Reports and Statements

Included in this Feature

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

Dashboards Removed for this Feature
Dashboard Label	Replacement Financial Report Builder Report Type
Balance Sheet	Balance Sheet
Income Statement	Income Statement
Trial Balance	Trial Balance

Procurement Dashboard

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 Financial Analytics app.

Additional Fields in the Supply Chain Management Core Dataset

We have added multiple fields from the Condition Code, Purchase Contract, Purchase Order, and Requisition Line Item objects to the Supply Chain Management Core dataset. You can leverage this to create your own dashboard focused on procurement management.

For a full list of fields, see Supply Chain Management Core Fields.

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Spring 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 Spring 2023
Field Type	Field Label	Field API Name	Description
Date	Requested Delivery Date	PurchaseOrderLineRequestedDeliveryDate	The date on which the item is to be delivered.
	Purchase Contract Start Date	PurchaseContractStartDate	The date from which the purchase contract is effective.
	Purchase Contract End Date	PurchaseContractEndDate	The date on which the purchase contract line stops being effective.
Dimension	Requisition Name	RequisitionName	The optional name for the requisition.
	Requisition Line Product Group	RequisitionLineProductGroup	The product group of the requisition line item.
	Requisition Line Item Line Status	RequisitionLineStatus	The status of the requisition line item.
	Requisition Line Item Item Description	RequisitionLineItemDescription	The description of the item in the item master record.
	Requisition Line Item Created By	CreatedById	The user who created the requisition line item.
	Requisition Line Item Category	RequisitionLineProductGroupName	The category of the goods or services for which the requisition line is created.
	Requisition Line Item Buyer	RequisitionLineBuyerUserName	The Salesforce user who is to be the buyer for the item.
	Requisition Line Condition Code	RequisitionLineConditionCode	The name of the condition code of the requisitioned item
	Purchase Order Order Type	PurchaseOrderOrderType	The type of lines on the purchase order.
	Purchase Order Buyer User Name	PurchaseOrderBuyerUserName	The user that created the purchase order.
	Purchase Contract Supplier Site	PurchaseContractSupplierSiteName	The supplier site associated with the purchase contract.
	Purchase Contract Status	PurchaseContractStatus	The current purchase contract line status.
	Purchase Contract Number	PurchaseContractNumber	The number of the purchase contract.
	Purchase Contract Line Status	PurchaseContractLineStatus	The current purchase contract line status.
	Purchase Contract Line Category	PurchaseContractLineCategory	The category of the goods or services being contracted.
	Purchase Contract Date Year	PurchaseContractDateYear	The year when the purchase contract line stops being effective.
	Purchase Contract Buyer	PurchaseContractBuyerUserName	The user that created the purchase contract line.
	Product Name	ProductName	The name of the product.
Measure	Total Amount On Purchase Contract	TotalAmountOnPurchaseContract	The sum of the amounts on purchase contract lines on the purchase contract.
	Purchase Contract Days until Expiration	PurchaseContractDaysUntilExpiration	The number of days left before the purchase contract line expires.
	Maximum Amount to Order	MaximumAmountToOrderOnPurchaseContract	The maximum spend you can order for the purchase contract.