Setting Up Extended Planning and Analysis

Prerequisites

If you are already using Analytics, you must:

Create and Configure Analytics Datasets. For more information the Salesforce Help.

Before you can use Extended Planning and Analysis, you must:

[Optional] Install the Salesforce Analytics package. For more information, see the Salesforce Help. This is highly recommended.
Assign the relevant permissions to your users. For more information, see Permissions.
[Optional] Configure custom fields for all plans.
[Optional] Customize Planning Lightning components. For more information, see Extended Planning and Analysis Lightning Components.
Create a data source. For more information, see Creating a Data Source.
Create a dimension. For more information, see Creating a Dimension.
Create a measure. For more information, see Creating a Measure .
Map a dimension with a data source. For more information, see Mapping Dimensions to Data Source.
Map a measure with a data source. For more information, see Mapping Measures to Data Source.

You can assign the following permission sets to users for access to Planning:

Permission Set Name	Description
xP&A - Manage Data Sources and Plans	Provides access to configure data sources and create and manage new plans.
xP&A - Manage Plans	Provides access to create new plans and edit and view assigned plans.

For more information about the permissions included in these permission set groups, see Permission Sets and Other Technical Documentation.

For more information about Assigning and Removing Permission Sets, see the Salesforce Help.

Concepts

Reference