Setting up Dashboards in Financial Statements

All Financial Statements dashboards are created using the configuration wizard. For more information, see Creating an App from the Financial Analytics Template.

Use the following steps to configure the Income Statement dashboard by mapping the revenue, sales, and profit and loss account sections to the fields you want to include in these sections.

To perform these steps, ensure that you:

  • Have the Analytics Platform Admin permission set (if not, you can only make local settings changes for your current session).
  • Are using the Analytics Studio app (not the Analytics app).

Setting up the Income Statement Dashboard

Note: To continue with the configuration, you need the Analytics Platform Admin permission set.

To set up your Income Statement dashboard:

  1. Click .
  2. Click Edit to enter edit mode.
  3. Click More, then select Pick Initial Values.
  4. Use the drop-down menus to configure your dashboard:
    1. Revenue and Cost of Sales: select the fields and values you want to map into this section. Once mapped, in the Account Section Grouping, set the secondary grouping you require that applies to all three sections of Revenue, Cost of Sales, and Profit and Loss.
      Note: By default, no value is selected. The Other Expenses section contains all Account Section Grouping values that are not included in the Sales Revenue and Cost of Sales sections.
    2. Profit and Loss: select the Profit and Loss filter you want to apply to the entire report.
  5. Click Done to save your dashboard.
  6. Click .
  7. ClickPreviewto enter preview mode, then click to return to the dashboard.
Note: As with all dashboards in Analytics, when you change a field selection, any previously selected values remain selected. For example, if you select Gross Profit in the Section field, but later change the field to Trial Balance 3, Gross Profit remains selected. Previously selected values do not affect the results of the report, however, if you want to clear a selection, click Arrow then click the checkbox next to the selected value.

Your Income Statement dashboard is configured. To update these settings at any time from the Analytics Studio, click .

Setting up the Balance Sheet Dashboard

Note: To continue with the configuration, you need the Analytics Platform Admin permission set.

To set up your Balance Sheet dashboard:

  1. Click .
  2. Click Edit to enter edit mode.
  3. Click More, then select Pick Initial Values.
  4. Under Configure Account Sections, use the drop-downs to select what you want to include (green sections) or exclude (red sections) in your configuration.
    You can include asset accounts, liability accounts, equity accounts, and retained earnings accounts.
    You can exclude equity accounts and retained earnings accounts.
  5. In Account Sections (which are always Trial Balance 2 values), select the required checkboxes.
    Note: The selections made here will affect the options available in the Account Section Grouping.
  6. Under Configure Account Section Grouping, use the drop-downs to select your account section grouping, Trial Balance 3 or 4.
  7. In Account Section Grouping, select the required checkboxes.
  8. Click Done to save your dashboard.
  9. Click .
  10. ClickPreviewto enter preview mode, then click to return to the dashboard.
Note: As with all dashboards in Analytics, when you change a field selection, any previously selected values remain selected. For example, if you select Gross Profit in the Section field, but later change the field to Trial Balance 3, Gross Profit remains selected. Previously selected values do not affect the results of the report, however, if you want to clear a selection, click Arrow then click the checkbox next to the selected value.

Your Balance Sheet dashboard is configured. To update these settings at any time from the Analytics Studio, click .

The Income Statement dashboard report contains three sections:

  • Sales Revenue
  • Cost of Sales
  • Other Expenses

The content of these sections is determined by your selections on the Dashboard Configuration page.

The trial balance you select in Account Section Grouping determines which sections appear in the dashboard.

The Other Expenses group in the report is determined by the Account Section Grouping values that are omitted from the Sales Revenue and Cost of Sales groups.

Your selections from the profit and loss drop-down options act as a global filter for the entire report. For example, if instead of selecting Profit and Loss as the General Ledger Account Type you select Balance Sheet, all Account Section Grouping and General Ledger Account values may be affected.

Note:

You must select at least one value to display data in the report.

For more information about dashboards in Financial Statements, see Dashboards in Financial Statements.

See the Salesforce Help for general information about using dashboards in Analytics.