Upgrading to Financial Analytics Summer 2023

This page describes the changes to make when upgrading to Summer 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

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.

For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in Financial Analytics Summer 2023.

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.

Enhancements to the Financial Balances Dataset

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2023. 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 Transactions Dataset
Field Type	Field Label	Field API Name	Description
Dimensions	Parent Budget Name	ParentBudgetName	The name of the parent budget.
Dimensions	Budget Version Scenario	BudgetVersionScenario	The scenario associated with a budget version.

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

Enhancements to the Financial Transactions Dataset

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2023. 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 Transactions Dataset
Field Type	Field Label	Field API Name	Description
Dimensions	Transaction Archive Set ID	TransactionArchiveSetID	The ID of the archive set related to the transaction.
	Transaction Archive Set Name	TransactionArchiveSetName	The name of the archive set related to the transaction.
	Transaction Line Item Archive Set ID	TransactionLineItemArchiveSetID	The ID of the archive set related to the transaction line item.
	Transaction Line Item Archive Set Name	TransactionLineItemArchiveSetName	The name of the archive set related to the transaction line item.

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

Restored Financial Statements Dashboard

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2023. 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.

Dashboard Restored in Summer 2023
Dashboard	Description	Further Information
Trial Balance	Enables you to run your trial balance reports in Financial Statements and view the resulting data within the dashboard.	Using the Trial Balance Dashboard

Supply Chain Management Core Dataset Renamed Order and Inventory Management

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2023. The new features are automatically available when you upgrade your Financial Analytics app.