Revenue Waterfall Flow Intermediate Processing

After importing the input fields and augmenting them with the data from their lookup objects, the Financial Analytics dataflow filters out non-relevant or repeated records.

You can use the dataflow editor in Analytics Studio to visualize the Financial Analytics dataflow and its nodes. Alternatively, you can download the dataflow definition file which is a JSON file representing the dataflow and its logic. For more information on the dataflow editor and the dataflow definition file, see the Salesforce Help.

Warning:

Modifying the Financial Analytics dataflow might result in the loss of functionality. Contact your system administrator before using the data manager tool in Analytics.

Filters

These are the main filter nodes in the Revenue Waterfall flow.

Filter Nodes in the Revenue Waterfall Flow

Filter Node

Description
RMBC_ContractLineItemWithRevenueRecognitionTemplate_FILTER

Filters out billing contract line items without a revenue recognition template. This ensures that the dataset only contains line items that are included in the revenue recognition process.

The field on the Billing Contract Line Item object that contains the revenue recognition template is determined according to the Actuals Template field in the Revenue Management Settings custom setting. If the custom setting field is not populated, the default Revenue Management value is used for the API name of the field. The default is ffrrtemplate__c.

For more information, see Adding Lookups on Your Source Objects to the Recognition Template Object and Managing Custom Settings.

Calculated Fields

These are the fields calculated by the Revenue Waterfall flow.

Calculated Fields in the Revenue Waterfall Dataset

Field Label

Field API Name

Description
Period End Date PeriodEndDate

For rows that represent scheduled billing, set to the Billing Period End Date value of the billing schedule.

For rows that represent scheduled revenue, set to the Period End value of the revenue schedule line.
Period Name PeriodName

For rows that represent scheduled billing, set to Unknown.

For rows that represent scheduled revenue, set to the Recognition Period Name value of the recognition period the revenue schedule line belongs to. These records are matched if the Period Start and Period End values of the revenue schedule line are equal to the Start Date and End Date values of the recognition period.
Period Start Date PeriodStartDate

For rows that represent scheduled billing, set to the Billing Date value of the billing schedule.

For rows that represent scheduled revenue, set to the Period Start value of the revenue schedule line.
Record ID RecordId

For rows that represent scheduled revenue, set to the Record ID value of the revenue schedule line.

For rows that represent scheduled billing, set to the Record ID value of the billing schedule.
Scheduled Billing ValueBillingSchedule

For rows that represent scheduled billing, set to the Value field of the billing schedule, converted to the Integration User's currency.

For rows that represent scheduled revenue, set to -.
Scheduled Revenue ValueRevenue

For rows that represent scheduled revenue, set to the Internal Revenue value of the revenue schedule line, converted to the Integration User's currency.

For rows that represent scheduled billing, set to -.
Total Recognized ValueTotalRecognized

Populated from the field specified in the Recognized to Date Value field on the settings record for the Billing Contract Line Item object. If the specified field is not found, this value is set to 0.

The field on the Billing Contract Line Item object can be a currency or a number field. In either case, the value is converted to the currency of the Integration User.