Creating an App from the PS Cloud Advanced Analytics Template

To create a PS Cloud Advanced Analytics app, perform the following steps.

Note:

You must first create a PS Cloud Core Analytics app before you can create an app using the PS Cloud Advanced Analytics template.

To avoid errors in the creation of your app, we recommend you follow the steps described in Setting up PS Cloud Analytics Apps before creating it.

  1. Click Create in Analytics Studio.
  2. Click App, and select the PS Cloud Advanced Analytics template.
  3. Click Looks good, next. Depending on previous selections you made and the licenses available in your org, the configuration wizard will then ask you some questions about the dashboards and prediction models you want to include in your app.
  4. Once you have answered all the questions, click Continue.
  5. Name your app, then click Create.

Your app is now available on the App Launcher page. You can view the app from the Analytics tab, or edit it from the Analytics Studio.

By default, when you generate an app the sharing settings are set to private. To give access to other users, click . This opens the app's Give Access tab. For more information about sharing Analytics apps, see the Salesforce Help.

Warning:

If the app creation process fails, you must re-run the app template after fixing the issue. You can re-run the app template by deleting the failed app or reconfiguring it.

Updating your PS Cloud Advanced Analytics App

To upgrade to PS Cloud Advanced Analytics:

  1. Navigate to Analytics Studio | Advanced Analytics.
  2. Click on the Update Available link. This displays a wizard that will guide you through the upgrade process.

Assets Generated when you Create a PS Cloud Advanced Analytics App

Generated Assets

Package

App Template

Dataset

Dashboard
Business Analytics PS Cloud Advanced Analytics
  • Days to Staff
  • Project Margin
  • PSA Backlog
  • PSA Billings
  • PSA Capacity
  • PSA Capacity and Demand Planning
  • PSA Capacity Summary
  • PSA Overview
  • PSA Performance Summary
  • PSA Project Burnup Plus
  • PSA Project Burnup Plus (Embedded)
  • PSA Project Margin % Predictor (beta)
  • PSA Project Scheduling Risk
  • PSA Revenue Forecast Summary
  • PSA Skills Capacity and Demand Planning
  • PSA Staffing Risk Predictor (beta)
  • PSA Utilization
  • PSA Utilization Analytics
  • PSA Utilization Summary
  • Total Project Margin (Workspace)