Using PS Cloud Advanced Analytics

In Analytics, lenses, dashboards, and datasets enable you to view, analyze, and perform actions on your data. Depending on your business requirements, you can choose to create a PS Cloud Core Analytics app, or a PS Cloud Core Analytics app and a PS Cloud Advanced Analytics app. The PS Cloud Core Analytics app is required to provide the data displayed in the dashboards created by the PS Cloud Advanced Analytics app.

For general information about datasets, lenses, and dashboards in Analytics, see the Salesforce Help for Analytics.

Datasets

The PS Cloud Core Analytics app contains the datasets required by the datasets and dashboards in the PS Cloud Advanced Analytics app.

The PS Cloud Advanced Analytics Datasets table indicates which datasets are generated as standard and which are optional.

PS Cloud Advanced Analytics Datasets
Dataset	Standard or Optional?	Description
Days to Staff	Standard	The Days to Staff dataset is a subset of the Project Reporting dataset, including some additional prediction fields. For more information about which fields are included in the Days to Staff dataset, see Days to Staff Dataset PS Cloud AI Analytics Output Fields.
Project Margin	Standard	The Project Margin dataset is a subset of the Project Reporting dataset, including some additional prediction fields. For more information about the Project Margin dataset, see Project Margin Dataset PS Cloud AI Analytics Output Fields.

Dashboards

The PS Cloud Advanced Analytics app include several predefined and customizable dashboards to enable you to explore and visualize your PSA data. For general information about dashboards in Analytics, see the Salesforce Analytics Help.

When launching a dashboard, if some widgets are not displayed or an error is displayed, verify that the following items are correct in the dataset:

All fields contain data
All field references are valid

See the Salesforce Help for more information.

The PS Cloud Advanced Analytics Dashboards table indicates which dashboards are generated as standard and which are optional.

PS Cloud Advanced Analytics Dashboards
Dashboard		Description
PSA Backlog	O	Enables you to view detailed information about your scheduled and unscheduled backlog. By default this dashboard charts display data for the current fiscal quarter.
PSA Billings	S	Provides detailed information about the scheduled and actual bill rate and billings. By default this dashboard charts display information for the current fiscal quarter.
PSA Capacity	O	Enables you to view the available capacity hours and the contrast between scheduled versus remaining capacity hours. By default this dashboard charts display data for the current fiscal quarter.
PSA Capacity and Demand Planning	O	Enables you to view the utilization of resources by Region, Practice or Group, and view a breakdown of the demand for a role in your selected date range by Assigned, Held Requests, Unheld Requests and Remaining.
PSA Capacity Summary	O	Enables you to view the utilization of resources by Region, Practice or Group, and view a breakdown of the committed hours for a role in your selected date range by Assigned, Held Requests and Remaining.
PSA Overview	S	Enables you to view the most relevant key performance indicators (KPIs) for the current fiscal quarter and navigate to a more detailed view of each KPI by opening their respective dashboard.
PSA Performance Summary	S	Enables you to view the most relevant key performance indicators (KPIs) for the current fiscal quarter and navigate to a more detailed view of each KPI by opening their respective dashboard.
PSA Project Burnup Plus, PSA Project Burnup Plus (Embedded)	S	Track changes in scope for your projects and how much work has been delivered and billed, and use predictive analytics to view velocity trends in your projects.
PSA Project Margin % Predictor (beta)	O	Enables you to view any potential risk to planned project margin percentage based on historical performance, and shows actionable insights into mitigating risk and optimizing margin percentage value.
PSA Project Scheduling Risk	S	Enables you to view a prioritized list of your projects that are most at risk of going over or under schedule based on hours variance percentage.
PSA Skills Capacity Planning	O	Enables you to view available capacity by skill/certification, using data derived from the Project Reporting, Utilization Results, and Resource Skills datasets.
PSA Staffing Risk Predictor (beta)	O	Enables you to view any resource requests that are unlikely to be staffed before the date that work is scheduled to start.
Total Project Margin (Workspace)	O	Enables project managers to view their assigned project's actuals and their expected project margins. This dashboard does not appear in the overview and, by default it displays an accurate prediction for the next four months.
PSA Utilization	O	Provides detailed information about the scheduled and actual utilization rate, the total utilization hours and the utilization percentage. By default this dashboard charts display information for the current fiscal quarter.
PSA Utilization Analytics Capacity and Demand Planning	O	This dashboard enables you to view demand and capacity of roles by Region, Practice or Group, and view a breakdown of capacity for your selected date range by Assigned, Held Requests, Unheld Requests and Available Capacity.
PSA Utilization Summary	O	Provides detailed information about the scheduled and actual utilization rate, the total utilization hours and the utilization percentage. By default this dashboard charts display information for the current fiscal quarter.