Deferred Revenue Reporting Transactions Intermediate Processing

After importing the input fields from the different sources and joining them together, the Engagement Analytics recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the recipe from the Data Manager Lightning app in your org. This enables you to view all the recipe nodes and see a preview of the data at each stage of the recipe using Salesforce's Data Prep feature. For more information about the Data Prep feature, see the Salesforce Help.

Warning:

We recommend that you never modify the Engagement Analytics recipe. This might cause dashboards, lenses, and other recipes to stop working. In addition, any changes that you make to a recipe are lost when you upgrade or reconfigure the app.

Filters

These are the main filter nodes in the Engagement Analytics recipe that relate to the Deferred Revenue Reporting Transactions dataset.

Filter Nodes Related to the Deferred Revenue Reporting Transactions Dataset

Filter Node

Description
FFRR_RevenueRecognitionTransaction_FILTER Matches only revenue recognition transactions with the status of "Committed" or "In Progress".
FFRR_RevenueRecognitionTransactionLine_FILTER Matches only revenue recognition transaction lines that have the GLA Type set to "Income Statement".
PSA_ChildrenWithTemplate_FILTER

Matches projects that do not have a revenue recognition template with their expenses, milestones, miscellaneous adjustments, projects, and timecards that do have a template.
PSA_ProjectsWithoutTemplate_FILTER
PSA_ChildrenWithoutTemplate_FILTER Matches projects with a revenue recognition template with their expenses, milestones, miscellaneous adjustments, projects, and timecards that do not have any template.
PSA_ProjectsWithTemplate_FILTER

Calculated Fields

These are the fields calculated by the Engagement Analytics recipe.

Calculated Fields Created for the Deferred Revenue Reporting Transactions Dataset
Field Label Field API Name Description
Amount Recognized (Document Currency)

ValueAmountRecognizedDocument

Calculated from the revenue recognition transaction line as follows:

  • If the Amount Recognized (Dual Currency) and the Project Exchange Rate fields are populated, the values are multiplied.
  • If the Amount Recognized (Dual Currency) field is populated and the Project Exchange Rate field is empty, this is set to the value of the Amount Recognized (Dual Currency) field.
  • Otherwise, this is not populated.
Amount Recognized (Dual Currency)

ValueAmountRecognized

Calculated from the revenue recognition transaction line as follows:

  • If the Amount Recognized (Dual) field is populated, this is set to its value.
  • Otherwise, this is set to the Amount Recognized field. This value is automatically converted by Analytics to your corporate currency.