Upgrading Financial Analytics to Spring 2022

This section describes changes required for the following features when upgrading your Financial Analytics app to Spring 2022:

• Upgrading Financial Analytics to Spring 2022
• Accounting 2022 Dependency
• Improved Support for New Reporting Fields
• Revenue Recognized in the Billing Contracts Dataset
• Revenue Recognized and Cost Amortized for Order Management
• Improved Support for Multiple Currencies in the Order Management Dashboard
• Localization Dashboards - France and Spain
• Swedish Localization Report
• FinancialForce Planning in the Financial Balances Dataset

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your org.

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.

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.

Accounting 2022 Dependency

Upgrade Steps

To upgrade this feature to Spring 2022, take the following action.

Upgrade steps for Spring 2022

Action	Description
Install Accounting 2022.	Installing Managed Packages in the Accounting Help.

Improved Support for New Reporting Fields

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your Financial Analytics app.

Included in this Feature

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

Fields added to the Financial Transaction and Financial Balances datasets for this feature in Spring 2022

Field Type	Field Label	Field API Name	Description
	Reporting Year (s)	ReportingPeriodYearNumber	The year use for reporting, stored as a number.
	Reporting Year and Period (s)	ReportingPeriodYearPeriodNumber	The year and period use for reporting, appended and stored as a number.
	Reporting Year	ReportingPeriodYearName	The year use for reporting, stored as a string.
	Reporting Year and Period	ReportingPeriodYearPeriod	The year and period use for reporting, appended and stored as a string.
Date	Reporting Year / Period	ReportingPeriodYearPeriodDisplay	The year and period use for reporting, stored in a date format.
Dimension	Reporting Period	ReportingPeriodNumber	The number of the reporting period, stored as a string.
Measure	Reporting Period (s)	ReportingPeriodNumberNumber	The number of the reporting period, stored as a number.

For more information about all the fields available in the Financial Transaction dataset, see Financial Transactions Fields.

For more information about all the fields available in the Financial Balances dataset, see Financial Balances Fields.

Revenue Recognized in the Billing Contracts Dataset

Upgrade Steps

To upgrade this feature to Spring 2022, take the following action.

Upgrade steps for Spring 2022

Action	Further Information
Ensure that all the Revenue Management settings records for the Billing Contract Line Item object have the same value for the Recognized to Date Value field.	About Settings Records in the Revenue Management Help
Assign the RevMan Analytics permission set to yourself and the Integration User. Alternatively, ensure that both you and the Integration User have read access to the Revenue Management Settings object and to the Recognized to Date Value field on the object.	Assigning Permission Sets in the Revenue Management Help
Ensure that both you and the Integration User have read access to the field on the Billing Contract Line Item object that contains the recognized to date value. The API name of this field is defined in the settings record.	"Permission Sets" in the Salesforce Help
While upgrading your Financial Analytics app, answer "Yes" to the following question in the configuration wizard: 5b. Do you want to include the amount of revenue recognized for billing contract line items?	Creating an App from the Financial Analytics Template

Included in this Feature

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

Fields added to the Billing Contracts dataset for this feature in Spring 2022

Field Type	Field Label	Field API Name	Description
Measure	Contract Line Item Revenue Recognized	ValueRevenueRecognizedContractLineItem	The revenue recognized to date for the contract line item.

For more information about all the fields available in the Billing Contracts dataset, see Billing Contracts Fields.

Revenue Recognized and Cost Amortized for Order Management

Upgrade Steps

To upgrade this feature to Spring 2022, take the following action.

Upgrade steps for Spring 2022

Action	Further Information
Ensure that all the Revenue Management settings records for the Sales Order Line Item object have the same value for the Recognized to Date Value and Amortized to Date Value fields.	About Settings Records in the Revenue Management Help
Assign the RevMan Analytics permission set to yourself and the Integration User. Alternatively, ensure that both you and the Integration User have read access to the Revenue Management Settings object and to the Recognized to Date Value and Amortized to Date Value fields on the object.	Assigning Permission Sets in the Revenue Management Help
Ensure that both you and the Integration User have read access to the fields on the Sales Order Line Item object that contain the recognized to date and amortized to date values. The API names of these fields are defined in the settings record.	"Permission Sets" in the Salesforce Help
While upgrading your Financial Analytics app, answer "Yes" to the following question in the configuration wizard: 11b. Do you want to include the amount of revenue recognized and the amount of cost amortized for sales order line items?	Creating an App from the Financial Analytics Template

Included in this Feature

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

Fields added to the Supply Chain Management Core dataset for this feature in Spring 2022

Field Type	Field Label	Field API Name	Description
Measure	Sales Order Line Item Cost Amortized	ValueSalesOrderLineCostAmortized	The cost amortized to date for the sales order line item.
	Sales Order Line Item Revenue Recognized	ValueSalesOrderLineRevenueRecognized	The revenue recognized to date for the sales order line item.

For more information about all the fields available in the Supply Chain Management Core dataset, see Supply Chain Management Core Fields.

Dashboards changed for this feature in Spring 2022

Dashboard	Further Information
Order Management	Using the Order Management Dashboard

Improved Support for Multiple Currencies in the Order Management Dashboard

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your Financial Analytics app.

Included in this Feature

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

Note:

The assets are only available if your org is configured to support multiple currencies.

Dataset added for this feature in Spring 2022

Dataset	Further Information
Currencies	Currencies Input Fields (Financial Analytics) Currencies Dataset Output Fields (Financial Analytics)

Dataset removed for this feature in Spring 2022

Dataset	Description
Common Metadata	This dataset contained the ISO code of the Integration User's currency. You can now retrieve the corporate currency from the Currencies dataset.

Field added to the Supply Chain Management Core dataset for this feature in Spring 2022

Field Type	Field Label	Field API Name	Description
Dimension	Sales Order Engagement Currency ISO Code	SalesOrderEngagementCurrencyIsoCode	Currency ISO code of the engagement to which the sales order belongs.

For more information about all the fields available in the Supply Chain Management Core dataset, see Supply Chain Management Core Fields.

Dashboards changed for this feature in Spring 2022

Dashboard	Further Information
Order Management	Using the Order Management Dashboard

Localization Dashboards - France and Spain

No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your Financial Analytics app.

Swedish Localization Report

No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your Financial Analytics app.

FinancialForce Planning in the Financial Balances Dataset

Upgrade Steps

To upgrade this feature to Spring 2022, take the following action.

Upgrade steps for Spring 2022

Action	Further Information
Ensure that all the fields are configured in the Tag object in the Planning org.	Creating Tags in the Planning Help.
Ensure that both you and the Integration User have read access to the field on the Tag object.	Permission Sets and Other Technical Documentation in the Planning Help.
While upgrading your Financial Analytics app, answer "Yes" to question 13. Do you want to import Planning data? in the configuration wizard.	Creating an App from the Financial Analytics Template.

Included in this Feature

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

Fields added to the Financial Balances dataset in Spring 2022

Field Type	Field Label	Field API Name	Description
Date	Budget Year	BudgetYear	The number of years associated with the budget.
	End Date	EndDate	The date of the end of the record.
	Start Date	StartDate	The date of the start of the record.
	Status Change Date	StatusChangeDate	The date of the latest change applied to the record.
	Last Modified By	LastModifiedBy	The record ID of the last user that modified the record.
Dimensions	Budget Name	BudgetName	The name of the budget.
	Company Name	CompanyName	The name of the company.
	Created By	CreatedBy	The name and surname of the user that created the budget.
	Currency	Currency	The currency ISO code used in Planning.
	Dimension	Dimension	The identification number of the dimension in Planning.
	Dimension 1	Dimension1	The name of dimension 1. See the Dimension 1 object.
	Dimension 2	Dimension2	The name of dimension 2. See the Dimension 2 object.
	Dimension 3	Dimension3	The name of dimension 3. See the Dimension 3 object.
	Dimension 4	Dimension4	The name of dimension 4. See the Dimension 4 object.
	Dimension Name	DimensionName	The name of the dimension module in Planning.
	Dimension Page Header	DimensionPageHeader	The name of the dimension header module in Planning.
	Employee Name	EmployeeName	The name of the employee in an Employee-rate budget template.
	External Id	ExternalId	The identification number for external.
	General Ledger Account Name	GeneralLedgerAccountName	The name of the general ledger account. See the General Ledger Account object.
	Label Name	LabelName	The name of the label applied in the dimension in Planning.
	Name	Name	The identification number of the record for Budget App Amount Dimension.
	Owner	Owner	The identification number of the owner of the Budget record.
	Period	Period	The number of the period that is stored as a string.
	Price Book	PriceBook	The identification number of the record for Price Book.
	Product	Product	The identification number of the record for the Product.
	Status	Status	The status of the budget.
	Tag1	Tag1	The identification number of the Budget record in Planning.
	Tag2	Tag2	The identification number of the Chart of BP Accounts in Planning.
	Tag3	Tag3	The identification number of the Planning Financial Period.
	Tag4	Tag4	The identification number of the Employee record in Planning.
	Tag5	Tag5	The identification number of the rate record in Planning.
	Tag5Name	Tag5Name	The name of the rate record in Planning.
	Tag6	Tag6	The identification number of the Dimension 1 record in Planning.
	Tag7	Tag7	The identification number of the Dimension 2 record in Planning.
	Tag8	Tag8	The identification number of the Dimension 3 record in Planning.
	Tag9	Tag9	The identification number of the Dimension 4 record in Planning.
	Tag Label	Tag Label	The identification number of the record for Budget App Amount Dimension.
	Text1	Text1	The name of the type of lines within Budget App Amount Dimension: Expense, Income or Target Total.
	Text2	Text2	The name of the type of lines within Budget App Amount Dimension: Expense or Income.
	Text3	Text3	The name of the GLA account displayed in Budget App Amount Dimension.
	Text4	Text4	The name of the product or the employee displayed in Budget App Amount Dimension.
	Text5	Text5	The name of lines within Budget App Amount Dimension that are created based on a Calculation Rule.
Measures	Dual Value	DualValue	The dual value for income line or expense line within Budgets.

For more information about all the fields available in the Financial Balances dataset, see Financial Balances Fields.