SECTIONSUpgrading to Financial Report Builder Spring 2024
This page describes the changes to make when upgrading to Spring 2024.
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 items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Spring 2024, see New Features and Enhancements in Financial Report Builder Spring 2024.
Dependencies on Other Packages
This release of Financial Report Builder requires the following package to be installed:
- Foundations Summer 2023
You must install this package before installing or upgrading to this release of Financial Report Builder.
Searching Reports
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Ordering Reports
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Commenting on Reports
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
| Option | Description | Further Information |
|---|---|---|
| Comment | The comment detailing the contents of the report. | Formatting Reports |
Read-Only Components
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
| Option | Description | Further Information |
|---|---|---|
| Read-Only | If selected, sets access to your workspaces that contain Financial Report Builder components to read-only. | Financial Report Builder Lightning Components Overview |
Soft Dates, Number Formatting and Filtering Improvements
Future Soft Dates
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
|
Period Format |
Further Information |
|---|---|
| Next Year | |
| Next Year (Cumulative) | |
| Next Year to Date | |
| Next Year to Date (Cumulative) | |
| Next Year (Current Period) | |
| Next Year (Current Period, Cumulative) | |
| Next Year (Last Period) | |
| Next Year (Last Period, Cumulative) | |
| Next Year (Current Quarter) | |
| Next Year (Current Quarter, Cumulative) | |
| Next Year (Last Quarter) | |
| Next Year (Last Quarter, Cumulative) | |
| Next Year (Current Quarter -2) | |
| Next Year (Current Quarter -2, Cumulative) | |
| Next Year (Current Quarter -3) | |
| Next Year (Current Quarter -3, Cumulative) |
Opening Balance Soft Dates
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
| Period Format | Further Information |
|---|---|
| Current Year (Opening Balance) | |
| Last Year (Opening Balance) |
Number Formatting: Decimal Precision
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
| Option | Further Information |
|---|---|
| 3 decimals | Configuring Financial Report Tables |
| 4 decimals | |
| 5 decimals |
Percentage and Decimals
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
| Option | Further Information |
|---|---|
| None | Configuring Financial Report Tables |
| 1 decimal | |
| 2 decimals | |
| 3 decimals | |
| 4 decimals | |
| 5 decimals |
Single Selection in Filter Configuration
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
| Checkbox | Description | Further Information |
|---|---|---|
| Limit values to single selection | If selected, enables users to select only one filter value in the filter configuration of your report. | Configuring Filters in Financial Reports |
Security: OAuth Flow Authorization
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in This Feature
This section details the assets that have been added or changed in this release.
| Service | Description | Further Information |
|---|---|---|
| OAuth Flow Authorization | Authentication and approval system introduced when editing or reviewing a lens in Analytics Studio. | Configuring Financial Report Tables |
Release Content
Upgrade Steps
To upgrade this feature to Spring 2024, take the following action.
| Action | Further Information |
|---|---|
| Deactivate any deprecated prompts that are active in your org. |
Included in This Feature
This section details the items that have been added or updated in this release.
In-App Guidance
| Name | App | Tab | Type | Active | Created |
|---|---|---|---|---|---|
| Release Overview | Financial Report Builder | Financial Report (List) | Tutorial | No | Spring 2021 |
| Getting Started with FRB | Financial Report Builder | Reports (List) | Tutorial | No | Spring 2021 |