Upgrading to Financial Analytics 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 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 Spring 2024, see New Features and Enhancements in Financial Analytics Spring 2024.

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.

Comparing Plans with Actuals

Upgrade Steps

To upgrade this feature to Spring 2024, take the following action.

Upgrade Steps for Spring 2024
Action	Further Information
Before upgrading your app, perform steps 1-4 to set up Business Analytics with Extended Planning and Analysis listed on the related Help page.	Setting up Business Analytics with Extended Planning and Analysis

Included in this Feature

This section details the assets that have been added or changed in this release.

Lightning Component Added to Business Analytics
Component	Page	Further Information
Business Analytics Task Launcher	Business Analytics Task Launcher	Business Analytics Task Launcher

Lightning App Page Added
Component	Description	Component	Further Information
Business Analytics Task Launcher	Manage the Business Analytics task to create the Financial Plans dataset.	Business Analytics Task Launcher	Business Analytics Task Launcher

Tab Added
Tab	Description	Page
Business Analytics Task Launcher	Manage the Business Analytics task to create the Financial Plans dataset.	Business Analytics Task Launcher

Dataset Added to Business Analytics
Dataset	Further Information
Financial Plans	Financial Plans Dataset Overview

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

Fields Added to the Financial Balances Dataset
Field Type	Field Label	Field API Name	Description
Dimensions	Balance Type	BalanceType	The type of balance record. This is set to: "Actual" for Accounting transactions "Budget" for Accounting reporting balances of type "Budget" "Extended Planning Plan" for Extended Planning and Analysis plans "Financial Planning Budget" for Planning and Analysis tags "Target" for Accounting reporting balances of type "Target" Notes: The "Extended Planning Plan" value is only available if you have Extended Planning and Analysis installed. The "Financial Planning Budget" value is only available if you have Planning and Analysis installed.
	Record ID	RecordId	The ID of the source record. This is set to: PlanId for Extended Planning and Analysis plans Id for Accounting reporting balances Id for Planning and Analysis tags. This is the ID of the related budget Id for Accounting transaction line items
	Source Document	SourceDocument	The name of the source record. This is set to: PlanName for Extended Planning and Analysis plans Tag1Name for Planning and Analysis tags. This is the name of the related budget. TransactionDocumentNumber for Accounting transaction line items
	Source Document ID	SourceDocumentId	The ID of the source record. This is set to: PlanId for Extended Planning and Analysis plans Tag1 for Planning and Analysis tags. This is the ID of the related budget. TransactionDocumentID for Accounting transaction line items
	Version	Version	The version of the source record. This is set to: PlanVersion for Extended Planning and Analysis plans c2g__Version__c for Accounting transaction line items

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

Filter Nodes Added to the Financial Analytics Dataflow
Filter Node	Description
FinancialPlans_ExcludeDummyRow_FILTER	Filters out the dummy row from the Financial Plans dataset.

Permission Set Updated
Permission Set	Description	Further Information
Financial Analytics App Template - App Creation	Enables the user to create and customize Financial Analytics apps using the app template. It also enables the user to access the Business Analytics Task Launcher and create the Financial Plans dataset.	Configuring Financial Management Analytics

Enhancements to the Financial Matching Dataset

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Spring 2024. The new features are automatically available when you upgrade your Financial Analytics app.

Included in this Feature

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.

Field Updated for the Financial Matching Dataset
Field Type	Field Label	Field API Name	Description
Date	Transaction Line Item Due Date	TransactionLineItemDueDate	For a transaction of type "Invoice", "Credit Note", "Purchase Invoice", or "Purchase Credit Note", this is copied from the originating document's due date. For other transaction types, this is the same as the transaction date.