Financial Periods Intermediate Processes
After importing the input fields and augmenting them with the data from their lookup objects, the Financial Analytics recipe filters out non-relevant or repeated records, creates calculated fields, and removes temporary fields required for calculations. You can access the Financial Analytics 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.
Calculated Fields
These are the fields calculated by the Financial Periods flow.
Field API Name |
Description |
---|---|
c2g_Year_c_c2g_Period_c_as_dimension | Joins the Year Name plus Period Number and represents them as a dimension. |
c2g_Period_c_as_special | Identifies the special periods. |
Quarter | Identifies the quarter based on the period number. |
DaysInPeriod | Identifies the days between the start date and end date in a period (if it's not a special period). |
FinancialYearPeriod(s) | Identifies the period in a fiscal year. |