Creating an App from the Financial Statements Template
The configuration wizard for Financial Statements enables you to generate an app containing datasets, dashboards, and lenses by providing answers to questions about the values required to create your dashboards.
Creating Apps Using the Configuration Wizard
To create an app:
From Analytics Studio, click Create.
Click App.
Select the Financial Statements template, then click Continue.
Your app is now available from the App Launcher. You can view the app from the Analytics tab, or edit it from Analytics Studio.
By default, when you generate an app the sharing settings are set to private. To give access to other users, click . This opens the app's Give Access tab. For more information about sharing Analytics apps, see the Salesforce Help.
1. If the name of your general ledger account starts with a code, how many characters does the code have?*
Specify the number of characters in the code. For example, if the general ledger account is called 4000-Sales, you would enter 5 as the number of characters in the code (4000-). If the general ledger account does not start with a code, enter 0 (mandatory response).
2. Which company is your default company?*
Select your default Accounting company.
3a. For the General Ledger Type field, which value is your equivalent to Profit and Loss?*
Select the value that represents Profit and Loss within your business.
3b. For the General Ledger Type field, which value is your equivalent to Balance Sheet?*
Select the value that represents Balance Sheet within your business.
3c. For the General Ledger Type field, which value is your equivalent to Shareholders Equity?*
Select the value that represents Shareholders Equity within your business.
3d. Which additional General Ledger Account Type values do you need to create your financial statements?
Select any additional values you didn't already select in questions 3a to 3c that you need for your financial statements.
4a. Which additional fields from the Transaction object do you want to import?
You can select one or more additional fields from the Transaction object. These are then added to the Financial Balances, Financial Matching and Financial Transactions datasets. You must assign read access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with 'Name', and ID fields are appended with 'ID', unless already present in the field name.
The following system-generated fields are not displayed in the list of available fields for import:
Apex Job ID
Archive Set
Avalara Integration Status
Avalara VAT Reporting Status
Batch Process
External ID
Invoice Group
Income Schedule Group
Unit of Work
To avoid duplication of fields stored on the Transaction Line Item object, you cannot add these fields from the Transaction object:
Account
Company
Document Number
Period
Year
4b. Which additional fields from the Transaction Line Item object do you want to import?
You can select one or more additional fields from the Transaction Line Item object. These are then added to the Financial Balances, Financial Matching, and Financial Transactions datasets. You must assign read access permission to the Integration User to add user-generated additional fields to these datasets. When you import packaged additional fields, they are prefixed with the originating object's name, unless this is already present in the field name. Lookup packaged fields are appended with 'Name', and ID fields are appended with 'ID', unless already present in the field name.
The following system-generated fields are not displayed in the list of available fields for import:
Apex Job ID
Archive Set
Avalara Integration Status
Avalara VAT Reporting Status
Batch Process
External ID
Invoice Group
Income Schedule Group
Unit of Work
6. How many overdue day ranges do you require for your aged analysis reports?
Reports include a Current column by default, which contains all transactions that are not yet due. For example, the default value is "5" and creates the following age ranges: 1-30, 31-60, 61-90, 91-120, 121+. You can change the days in each range on your report.
10. Do you want to append your additional field labels with a suffix?
You can choose whether to append your additional fields with a suffix. This suffix indicates that they are additional fields, and the object they are derived from. For example, a custom field "Location" from the Transaction object would have the name "Location [TransCustomField]".
12. Do you want to import Fixed Asset Management data?
This step adds your Fixed Asset Management data to the Financial Transactions and Financial Balances datasets. This requires access to Fixed Asset Management objects and fields in your org.
13. Do you want to import Planning data?
This step adds your Planning and Analysis data to the Financial Transactions and Financial Balances datasets. This requires the Integration User to have access to Planning and Analysis objects and fields in your org.
Assets Generated When You Create an App
When you run the configuration wizard to create an app, a recipe and a dataflow is generated. The recipe and dataflow are named according to the app name you provide. The following dashboards, datasets, and lenses are generated:
SECTIONS
. This opens the app's Give Access tab. For more information about sharing Analytics apps, see the Salesforce Help.