Managing Your PS Cloud Core Analytics Dataflows

You must schedule your PS Cloud Core Analytics dataflows to refresh as often as you require. For more information about scheduling dataflows, see Running Dataflows.

Filtering Sync Nodes

If you want to limit the volume of data that loads to the Analytics platform for performance reasons, you can filter your sync nodes by object dates to only include historical data for a specific period of time.

To add filters to your sync nodes:

  1. In Analytics Studio, click Data Manager.
  2. Click Connections.
  3. Click the object you want to filter.
  4. Select the Data Sync Filter tab.
  5. Apply the relevant filters to objects as follows:
    1. Expenses object: pse_Bill_Datec >= N_YEARS_AGO:1
    2. Milestone object: pse_Start_Datec >= N_YEARS_AGO:1
    3. Misc Adjustments object: pse_Bill_Datec >= N_YEARS_AGO:1
    4. Project object: pse_End_Datec >= N_YEARS_AGO:1
    5. Timecard object: pse_End_Datec >= N_YEARS_AGO:1
  6. Click Save.

You can also edit or delete the filters on your objects' Data Sync Filter tab.

For more information about the behavior of complex filters on digest nodes, see the Salesforce Help.