Financial Plans Fields

The Financial Plans dataset includes fields that match some of the Financial Balances dataset fields. The field values are extracted from your Extended Planning and Analysis plans. For more information about all the output fields available in the Financial Balances dataset, see Financial Balances Output Fields. The Financial Plans dataset also includes several fields that relate to the plans itself and are automatically generated when you send a plan from Extended Planning and Analysis to a dataset in Analytics for the first time. For more information, see Fields on Datasets Created from Plans.

The fields included are described in the table below, grouped by their type within Analytics.

Dataset Fields
Field Type Field Label Field API Name Description
Measure Dual Value ValueDual These fields match some of the Financial Balances dataset fields. The field values are extracted from your Extended Planning and Analysis plans.
Home Value ValueHome
Dimension Account Name AccountName
Balance Sheet 1 BalanceSheet1
Balance Sheet 2 BalanceSheet2
Balance Sheet 3 BalanceSheet3
Company Name CompanyName
Dimension 1 Dimension1Name
Dimension 2 Dimension2Name
Dimension 3 Dimension3Name
Dimension 4 Dimension4Name
Financial Period Name PeriodName
Financial Period PeriodNumber
Financial Year and Period (s) PeriodYearPeriod
Financial Year PeriodYearName
General Ledger Account Code GeneralLedgerAccountCode
General Ledger Account Name GeneralLedgerAccountName
General Ledger Account Type GeneralLedgerAccountType
Parent Account Name ParentAccountName
Product Name ProductName
Quarter Quarter
Reporting Code ReportingCode
Reporting Period ReportingPeriodNumber
Reporting Year and Period (s) ReportingPeriodYearPeriod
Reporting Year/Period (s) ReportingPeriodYearPeriodDisplay
Reporting Year ReportingPeriodYearName
Trial Balance 1 TrialBalance1
Trial Balance 2 TrialBalance2
Trial Balance 3 TrialBalance3
Trial Balance 4 TrialBalance4