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.

Warning:

We recommend that you never modify the Financial 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.

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.