Capacity Flow Intermediate Processing

After importing the input fields and augmenting them with the data from their lookup objects, the PS Cloud Analytics dataflow filters out non-relevant or repeated records.

You can use the dataflow editor in Analytics Studio to visualize the PS Cloud Analytics dataflow and its nodes. Alternatively, you can download the dataflow definition file which is a JSON file representing the dataflow and its logic. For more information on the dataflow editor and the dataflow definition file, see Configure the Dataflow in the Salesforce Help.

Warning: Modifying the PS Cloud Analytics dataflow might result in the loss of functionality. Contact your system administrator before using the data manager tool in Analytics Studio.

Dataflow Nodes

These are the main dataflow nodes in the Capacity flow.

Dataflow Node

Description
utilization_detail__FILTER This filter matches records with an associated time period. This filter is shared with the Utilization flow.
utilization_detail_resource__UPDATE Adds Region, Practice and Group data to the Resource (Contact) records on the Utilization Detail object.
UtilizationSummary_TRANS

Renames the following fields derived from the Utilization Summary object:

  • Assigned Billing Hours → Scheduled Billable Hours
  • Assigned Credited Hours → Scheduled Credited Hours
  • Assigned Excluded Hours → Scheduled Excluded Hours
  • Assigned Non-Billable Hours → Scheduled Non-Billable Hours
  • Held Hours → Scheduled Hours
UtilizationDetail_UtilizationSummary_UNION

Joins renamed fields derived from the Utilization Summary object to Utilization Detail records.

 
capacity__utilization_end_date__FILTER Removes Utilization Detail and Utilization Summary object records with no scheduled end date from the dataset.
Capacity_Historical_CALC Removes Utilization Detail and Utilization Summary object records categorized as historical from the dataflow. Records from these objects are categorized as historical if the utilization end date is less than the utilization calculation's scheduled start date.
Capacity_IsValid_FILTER Used to filter out invalid rows from different revenue types in the capacity dataset to prevent double counting after these revenue types are merged by the capacity_UNION node.

Calculated Fields

These are the fields calculated by the Capacity flow.

Field API Name

Description
CapacityType

The "Scheduled" capacity type identifies utilization detail records that have the following field values greater than zero:

  • Scheduled Held Hours
  • Scheduled Non-Billable Hours
  • Scheduled Billable Hours
  • Scheduled Credited Hours
  • Scheduled Excluded Hours

The "Remaining" capacity type identifies utilization detail records that have the following condition:

  • Scheduled Calendar Hours is greater than the sum of all other scheduled hours fields.

The "Requested" capacity type identifies utilization summary records.

CapacitySubtype

If the capacity type is "Scheduled" then the subtype depends on the record's field values, such as "Held", "Non-Billable", "Billable", "Credited", and "Excluded".

If the capacity type is "Remaining" the subtype value is "Remaining".

If the capacity type is "Requested" and the Unheld Hours field is greater than zero then the subtype is "Unheld Hours". Else the subtype is "Held Hours".
ValueTotalCapacityHours

Calculated according to the capacity subtype values:

  • "Scheduled Held" then this is the Scheduled Held Hours value.
  • "Scheduled Non-Billable" then this is the Scheduled Non-Billable Hours value.
  • "Scheduled Billable" then this is the Scheduled Billable Hours value.
  • "Scheduled Credited" then this is the Scheduled Credited Hours value.
  • "Scheduled Excluded" then this is the Scheduled Excluded Hours value.
  • "Remaining" then this is the difference between the Scheduled Calendar Hours and the sum of all other scheduled hours fields.
  • "Held Hours" this value is zero.
  • "Unheld Hours" this value is zero.
ValueTotalRequestedHours

Calculated according to the record origin:

  • For utilization summary records this is the Unheld Hours value.
  • For utilization details records this value is zero.
UtilizationEndDate

Calculated according to the record origin:

  • For utilization summary records this is the End Date value of the associated time period.
  • For utilization details records this is the Scheduled End Date value.
RPGType Identifies whether the record is associated with a region, practice, or group.
RPGHierarchyDepth The hierarchy depth value of the RPG.