Using Localization With Analytics

Following the addition of Localization in Accounting Spring 2020, if you use Business Analytics or Financial Statements, you can benefit from the French and Spanish reports added.

This enables companies that trade in France and Spain to produce different sets of financial reports that are necessary to comply with the respective tax authorities of each country, without having to make external adjustments.

You can use this feature in XL Plus by connecting to the Localization_Financial_Statements lens in Analytics. For more information see Connecting to Data Sources.

Prerequisites

You must enable Localization in your org. For more information, see Setting up Localization.

You must create a Financial Statements app in Analytics.

Reporting

  1. In the XL Plus ribbon in Excel, click Connect.
  2. Enter your username and password and click Connect.
  3. In the XL Plus ribbon click Manage.
  4. In the Manage Sources window, click CRM Analytics.
  5. In the Available Reports column select Localization_Financial_Statements and click .
  6. Click Retrieve.
  7. Click Refresh All.
  8. Right-click on any tab and click Unhide.
  9. In the Unhide window select Einstein_Analytics_Lenses and click OK.
  10. For Localization_Financial_Statements, in the Sheet Name column rename the cell to Localization_Financial_Stateme.
  11. In the Metadata column rename the cell values which read Localization_Financial_Sta (1) to Localization_Financial_Stateme.
  12. Right-click on any tab and click Unhide.
  13. In the Unhide window select TypeMapSheet and click OK.
  14. In the TypeMapSheet tab delete the line named Localization_Financial_Stateme.
  15. Still in the TypeMapSheet tab rename the line named Localization_Financial_Sta_1 to Localization_Financial_Stateme.
  16. Right click on the Einstein_Analytics_Lenses tab and click Hide.
  17. Right click on the TypeMapSheet tab and click Hide.
  18. In Global Filters enter the company name you want to report on in cell J3. The company name must appear between double quotation marks.
  19. In the XL Plus ribbon click Refresh.