Setting up Business Analytics with Extended Planning and Analysis

This page details the setup steps required to combine data from Extended Planning and Analysis plans with actuals data from the Financial Balances dataset. For more information, see Comparing Plans with Actuals.

You must be signed in as an administrator, or equivalent, to complete these tasks.

We recommend that you complete the tasks in the order shown.

Steps to Set up Business Analytics with Extended Planning and Analysis

Step

 Task Related Help Page
1 Create the Financial Plans dataset.

Creating the Financial Plans Dataset

2

Create an output data source for the Financial Plans dataset in Extended Planning and Analysis. Ensure that you create a dimension mapping or a measure mapping for each field from the Financial Plans dataset that your plans include, according to the type of each dataset field within Analytics.

Creating a Data Source

3

Create a Financial Analytics app.

Note: If you already have an Financial Analytics app and you want to combine the data from the Financial Plans dataset in the Financial Analytics dataflow, reconfigure the app.

Creating an App from the Financial Analytics Template

4

Update the security predicate on the Financial Balances dataset to allow users to access Extended Planning and Analysis data:

Copy 
'UserCompanySecurity.c2g__User__c' == "$User.Id"  || 'BalanceType' == "Extended Planning Plan"

See the Salesforce Help.